Cerity Partners LLC Purchases in Q2 2025

Cerity Partners LLC

  • $55.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
90.8K
+ 14.95%
$60.34 - $74.89 $5.48M - $6.8M
698K $52.3M
V
Visa Inc.

Financial Services
16.7K
+ 1.52%
$308.27 - $373.31 $5.15M - $6.24M
1.11M $395M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
109K
+ 169.14%
$99.1 - $99.49 $10.8M - $10.9M
174K $17.3M
HD
Home Depot, Inc.

Consumer Cyclical
29.2K
+ 4.02%
$335.24 - $380.78 $9.8M - $11.1M
756K $277M
CGXU
Capital Group Intl Focus Equit

ETFs
45.2K
+ 1.28%
$21.44 - $27.35 $968K - $1.24M
3.58M $97.1M
BNDX
Vanguard Total International B

ETFs
212K
+ 207.4%
$48.77 - $49.55 $10.3M - $10.5M
314K $15.6M
AMT
American Tower Corp

Real Estate
46K
+ 56.63%
$203.96 - $228.19 $9.38M - $10.5M
127K $28.1M
CEG
Constellation Energy Corp

Utilities
8.88K
+ 14.38%
$170.96 - $322.76 $1.52M - $2.87M
70.6K $22.8M
GWW
W.W. Grainger, Inc.

Industrials
8.75K
+ 40.34%
$919.93 - $1101.66 $8.05M - $9.64M
30.5K $31.7M
ACN
Accenture PLC

Technology
48.8K
+ 14.7%
$279.23 - $323.21 $13.6M - $15.8M
381K $114M
ZTS
Zoetis Inc.

Healthcare
78.7K
+ 31.97%
$144.41 - $170.3 $11.4M - $13.4M
325K $50.7M
IWR
Ishares Russell Mid Cap ETF

ETFs
51.7K
+ 6.65%
$74.88 - $91.97 $3.87M - $4.76M
830K $76.3M
XLK
Technology Sector Spdr

ETFs
11.5K
+ 7.47%
$179.73 - $253.23 $2.06M - $2.9M
165K $41.8M
ADI
Analog Devices Inc

Technology
1.87K
+ 0.72%
$164.6 - $238.02 $308K - $445K
262K $62.4M
ISRG
Intuitive Surgical Inc

Healthcare
3.6K
+ 2.24%
$451.58 - $565.94 $1.63M - $2.04M
165K $89.4M
BSX
Boston Scientific Corp

Healthcare
10.6K
+ 0.82%
$89.7 - $107.41 $953K - $1.14M
1.3M $140M
STRA
Strategic Education, Inc.

Consumer Defensive
109K
+ 1939.28%
$77.09 - $92.26 $8.43M - $10.1M
115K $9.79M
GIII
G Iii Apparel Group LTD

Consumer Cyclical
416K
New
$20.54 - $29.09 $8.54M - $12.1M
416K $9.31M
ABT
Abbott Laboratories

Healthcare
31.1K
+ 2.06%
$123.95 - $138.08 $3.86M - $4.3M
1.54M $209M
NMIH
Nmi Holdings, Inc.

Financial Services
213K
+ 690.4%
$32.79 - $42.24 $6.99M - $9M
244K $10.3M
JHMM
John Hancock Multifactor Mid C

ETFs
149K
+ 2155.3%
$50.32 - $61.13 $7.48M - $9.08M
156K $9.51M
SNPS
Synopsys Inc

Technology
9.09K
+ 17.43%
$380.9 - $517.66 $3.46M - $4.71M
61.3K $31.4M
DFAE
Dimensional ETF Tr

ETFs
217K
+ 24.4%
$22.87 - $28.95 $4.97M - $6.29M
1.11M $32.1M
BAPR
Innovator U.S. Equity Buffer E

ETFs
188K
+ 98.44%
$38.86 - $45.19 $7.3M - $8.49M
379K $17.1M
SPOT
Spotify Technology S.A.

Communication Services
1.28K
+ 3.52%
$503.3 - $775.9 $643K - $991K
37.5K $28.8M
UNF
Unifirst Corp

Industrials
46.5K
+ 1492.39%
$161.86 - $189.64 $7.52M - $8.81M
49.6K $9.33M
FIX
Comfort Systems Usa Inc

Industrials
9.26K
+ 51.91%
$296.51 - $536.21 $2.75M - $4.97M
27.1K $14.5M
JBL
Jabil Inc

Technology
5.93K
+ 6.61%
$116.88 - $218.1 $693K - $1.29M
95.7K $20.9M
SCHV
Schwab Strategic Tr Us Large C

ETFs
280K
+ 39.17%
$23.55 - $27.67 $6.6M - $7.75M
996K $27.6M
MO
Altria Group, Inc.

Consumer Defensive
154K
+ 39.82%
$55.56 - $60.91 $8.53M - $9.35M
539K $31.6M
ECL
Ecolab Inc.

Basic Materials
17.8K
+ 7.75%
$225.65 - $270.95 $4.01M - $4.82M
247K $66.6M
SAP
Sap Se

Technology
17.4K
+ 19.92%
$237.53 - $309.8 $4.13M - $5.38M
105K $31.8M
GLDM
World Gold Trust

ETFs
72.9K
+ 7.33%
$58.96 - $67.97 $4.3M - $4.95M
1.07M $69.9M
FITB
Fifth Third Bancorp

Financial Services
190K
+ 74.94%
$33.32 - $41.51 $6.32M - $7.88M
443K $18.2M
JKHY
Henry Jack & Associates Inc

Technology
45.9K
+ 428.91%
$163.54 - $186.02 $7.51M - $8.54M
56.6K $10.2M
TPR
Tapestry, Inc.

Consumer Cyclical
59.4K
+ 34.29%
$60.6 - $87.81 $3.6M - $5.21M
232K $20.4M
HLX
Helix Energy Solutions Group Inc

Energy
1.3M
New
$5.98 - $8.5 $7.77M - $11M
1.3M $8.11M
RMD
Resmed Inc

Healthcare
29.2K
+ 184.07%
$204.54 - $258.0 $5.97M - $7.53M
45.1K $11.6M
HBAN
Huntington Bancshares Inc

Financial Services
409K
+ 69.58%
$12.49 - $16.76 $5.11M - $6.86M
997K $16.7M
ILMN
Illumina, Inc.

Healthcare
76K
+ 292.93%
$70.3 - $95.41 $5.34M - $7.25M
102K $9.73M
LMT
Lockheed Martin Corp

Industrials
10.9K
+ 6.97%
$430.82 - $486.45 $4.69M - $5.29M
167K $77.4M
AVDE
American Centy ETF Tr Avantis

ETFs
33.9K
+ 5.16%
$59.32 - $74.36 $2.01M - $2.52M
691K $51.2M
ACWI
Ishares Msci Acwi ETF

ETFs
35.7K
+ 15.24%
$103.59 - $128.6 $3.7M - $4.6M
270K $34.7M
DASH
Door Dash, Inc.

Communication Services
2.4K
+ 2.27%
$163.16 - $246.51 $392K - $592K
108K $26.7M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
94.5K
New
$70.32 - $76.56 $6.64M - $7.23M
94.5K $7.23M
CFG
Citizens Financial Group Inc

Financial Services
145K
+ 77.56%
$34.27 - $44.75 $4.96M - $6.47M
331K $14.8M
III
Information Services Group Inc.

Technology
691K
+ 15.95%
$3.45 - $4.96 $2.38M - $3.43M
5.02M $24.1M
BA
Boeing CO

Industrials
12K
+ 10.0%
$136.59 - $217.51 $1.63M - $2.6M
131K $27.5M
BRK-A
Berkshire Hathaway Inc

Financial Services
15
+ 24.59%
$725400.0 - $809350.0 $10.9M - $12.1M
76 $55.4M
Activity Summary
Buys All Purchases 1593 New Holdings 322 Increased Positions 1271 Sells All Sells 936 Reductions 936 Sold out 0 Options Calls 1 Puts 0
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