Cerity Partners LLC Purchases in Q1 2025

Cerity Partners LLC

  • $48.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ECL
Ecolab Inc.

Basic Materials
86.6K
+ 60.68%
$229.72 - $269.82 $19.9M - $23.4M
229K $58.2M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
546K
+ 24.57%
$37.07 - $40.63 $20.2M - $22.2M
2.77M $109M
MCD
Mcdonalds Corp

Consumer Cyclical
38.1K
+ 8.4%
$279.74 - $321.29 $10.7M - $12.2M
492K $154M
HD
Home Depot, Inc.

Consumer Cyclical
98K
+ 15.59%
$347.25 - $424.87 $34M - $41.6M
726K $266M
IQLT
Ishares Msci Intl Quality Fact

ETFs
306K
+ 8.55%
$36.91 - $41.03 $11.3M - $12.5M
3.88M $154M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
394K
+ 8.64%
$50.39 - $50.66 $19.8M - $19.9M
4.95M $251M
ASML
Asml Holding Nv

Technology
33.5K
+ 90.48%
$662.63 - $776.99 $22.2M - $26M
70.5K $46.7M
GLD
Spdr Gold Trust

ETFs
2.19K
+ 0.5%
$243.19 - $288.14 $533K - $632K
442K $127M
CVS
Cvs Health Corp

Healthcare
130K
+ 24.97%
$44.22 - $68.64 $5.73M - $8.89M
648K $43.9M
AZN
Astrazeneca PLC

Healthcare
255K
+ 122.87%
$65.37 - $77.96 $16.7M - $19.9M
463K $34M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
565K
+ 6.01%
$24.73 - $25.62 $14M - $14.5M
9.96M $254M
ZTS
Zoetis Inc.

Healthcare
111K
+ 82.07%
$156.48 - $175.67 $17.4M - $19.5M
246K $40.6M
ROP
Roper Technologies Inc

Industrials
24K
+ 41.65%
$502.71 - $593.81 $12.1M - $14.3M
81.6K $48.1M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
83.5K
+ 3.98%
$87.68 - $94.52 $7.32M - $7.9M
2.18M $204M
GLDM
World Gold Trust

ETFs
157K
+ 18.74%
$52.19 - $61.89 $8.18M - $9.7M
993K $61.5M
SYK
Stryker Corp

Healthcare
40.1K
+ 17.38%
$355.18 - $399.9 $14.3M - $16.1M
271K $101M
VEU
Vanguard Ftse All World Ex Us

ETFs
159K
+ 6.74%
$56.51 - $62.98 $8.97M - $9.99M
2.51M $152M
TJX
Tjx Companies Inc

Consumer Cyclical
130K
+ 9.99%
$112.81 - $126.16 $14.7M - $16.4M
1.43M $175M
KO
Coca Cola CO

Consumer Defensive
115K
+ 12.45%
$60.81 - $72.32 $6.99M - $8.31M
1.04M $74.3M
RODM
Hartford Multifactor Developed

ETFs
79.8K
+ 1.5%
$28.07 - $31.56 $2.24M - $2.52M
5.39M $167M
IEF
Ishares Barclays

ETFs
137K
+ 15.82%
$91.17 - $95.39 $12.5M - $13.1M
1.01M $95.9M
MDLZ
Mondelez International, Inc.

Consumer Defensive
132K
+ 16.17%
$56.12 - $68.15 $7.42M - $9.01M
950K $64.5M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
535K
+ 13.52%
$57.21 - $65.8 $30.6M - $35.2M
4.49M $262M
AMD
Advanced Micro Devices Inc

Technology
227K
+ 52.57%
$96.63 - $129.55 $21.9M - $29.4M
659K $67.7M
ADSK
Autodesk, Inc.

Technology
62.3K
+ 56.1%
N/A
173K $42.6M
ABNB
Airbnb, Inc.

Consumer Cyclical
145K
+ 80.63%
$119.38 - $161.42 $17.3M - $23.4M
325K $38.8M
VGIT
Vanguard Intermediate Term Tre

ETFs
197K
+ 8.47%
$57.44 - $59.4 $11.3M - $11.7M
2.53M $150M
PLTR
Palantir Technologies Inc.

Technology
112K
+ 17.74%
$64.98 - $124.62 $7.26M - $13.9M
742K $62.6M
KMB
Kimberly Clark Corp

Consumer Defensive
87.3K
+ 40.75%
$124.46 - $147.4 $10.9M - $12.9M
302K $42.9M
GWW
W.W. Grainger, Inc.

Industrials
15.4K
+ 242.15%
$953.54 - $1132.42 $14.6M - $17.4M
21.7K $21.4M
CB
Chubb LTD

Financial Services
25.9K
+ 9.98%
$257.71 - $301.99 $6.68M - $7.83M
286K $86.3M
IBM
International Business Machines Corp

Technology
22.6K
+ 7.37%
$217.4 - $264.74 $4.92M - $5.99M
329K $81.9M
VO
Vanguard Mid Cap ETF

ETFs
71K
+ 9.83%
$251.87 - $277.95 $17.9M - $19.7M
793K $205M
CAT
Caterpillar Inc

Industrials
64.7K
+ 28.08%
$326.75 - $407.63 $21.1M - $26.4M
295K $97.2M
VGSH
Vanguard

ETFs
204K
+ 5.89%
$58.07 - $58.69 $11.8M - $12M
3.67M $215M
DFIV
Dimensional ETF Tr

ETFs
93.6K
+ 3.65%
$35.33 - $40.77 $3.31M - $3.82M
2.66M $105M
EVRG
Evergy, Inc.

Utilities
187K
+ 338.34%
$59.9 - $69.52 $11.2M - $13M
242K $16.7M
PM
Philip Morris International Inc.

Consumer Defensive
9.64K
+ 3.27%
$117.15 - $158.79 $1.13M - $1.53M
305K $48.3M
PGR
Progressive Corp

Financial Services
15.9K
+ 8.51%
$235.61 - $291.22 $3.76M - $4.64M
203K $57.5M
GILD
Gilead Sciences, Inc.

Healthcare
82.2K
+ 47.82%
$89.14 - $117.41 $7.33M - $9.65M
254K $28.5M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
30.5K
+ 29.99%
$522.96 - $601.18 $15.9M - $18.3M
132K $70.5M
MCK
Mckesson Corp

Healthcare
11.7K
+ 26.03%
$566.21 - $672.99 $6.62M - $7.87M
56.6K $38.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
200K
+ 3.12%
$18.36 - $20.51 $3.68M - $4.11M
6.63M $131M
EIX
Edison International

Utilities
227K
+ 343.53%
$50.06 - $80.01 $11.3M - $18.1M
293K $17.2M
THC
Tenet Healthcare Corp

Healthcare
84.3K
+ 338.33%
$119.51 - $144.98 $10.1M - $12.2M
109K $14.7M
AMZN
Amazon Com Inc

Consumer Cyclical
614K
+ 16.99%
$190.26 - $242.06 $117M - $149M
4.23M $804M
SONY
Sony Group Corp

Technology
401K
+ 153.29%
$19.88 - $25.64 $7.97M - $10.3M
662K $16.8M
CSCO
Cisco Systems, Inc.

Technology
78.3K
+ 3.28%
$58.74 - $64.87 $4.6M - $5.08M
2.47M $152M
T
At&T Inc.

Communication Services
53.7K
+ 3.32%
$21.56 - $28.28 $1.16M - $1.52M
1.67M $47.2M
Activity Summary
Buys All Purchases 1508 New Holdings 243 Increased Positions 1265 Sells All Sells 865 Reductions 865 Sold out 0 Options Calls 3 Puts 4
Track This Portfolio

Track Cerity Partners LLC Portfolio

Follow Cerity Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cerity Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerity Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email