Cerity Partners LLC Purchases in Q1 2025

Cerity Partners LLC

  • $48.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ADM
Archer Daniels Midland CO

Consumer Defensive
213K
+ 447.17%
$45.22 - $52.17 $9.64M - $11.1M
261K $12.5M
ACWI
Ishares Msci Acwi ETF

ETFs
85.5K
+ 57.36%
$115.16 - $124.13 $9.84M - $10.6M
234K $27.3M
QCOM
Qualcomm Inc

Technology
63K
+ 12.08%
$151.94 - $175.86 $9.57M - $11.1M
584K $89.8M
AES
Aes Corp

Utilities
773K
+ 449.83%
$9.93 - $13.23 $7.67M - $10.2M
944K $11.7M
PLMR
Palomar Holdings, Inc.

Financial Services
68K
+ 2825.62%
$101.51 - $137.08 $6.91M - $9.33M
70.4K $9.66M
PSX
Phillips 66

Energy
70.8K
+ 103.17%
$113.93 - $131.55 $8.06M - $9.31M
139K $17.2M
AVDV
American Centy ETF Tr Avantis

ETFs
50.4K
+ 4.0%
$63.74 - $71.96 $3.21M - $3.62M
1.31M $91.3M
COP
Conocophillips

Energy
68.7K
+ 20.33%
$88.6 - $105.85 $6.09M - $7.27M
407K $42.7M
AVEM
American Centy ETF Tr Avantis

ETFs
100K
+ 4.57%
$57.11 - $62.4 $5.73M - $6.26M
2.3M $138M
APD
Air Products & Chemicals, Inc.

Basic Materials
27.8K
+ 19.64%
$283.24 - $338.07 $7.86M - $9.39M
169K $49.9M
FISV
Fiserv Inc

Technology
70K
+ 17.21%
N/A
477K $59.7M
PFGC
Performance Food Group CO

Consumer Defensive
116K
+ 196.4%
$74.86 - $90.93 $8.67M - $10.5M
175K $13.7M
DPZ
Dominos Pizza Inc

Consumer Cyclical
18.1K
+ 1325.88%
$402.33 - $489.71 $7.3M - $8.88M
19.5K $8.96M
EZPW
Ezcorp Inc

Financial Services
565K
New
$11.82 - $15.0 $6.67M - $8.47M
565K $8.31M
VZ
Verizon Communications Inc

Communication Services
10.1K
+ 0.7%
$37.81 - $46.49 $382K - $470K
1.45M $65.9M
MHO
M/I Homes, Inc.

Consumer Cyclical
74.1K
+ 431.32%
$113.46 - $138.33 $8.41M - $10.3M
91.3K $10.4M
SJW
Sjw Group

Utilities
2.88K
+ 0.2%
$45.47 - $55.8 $131K - $161K
1.46M $80M
APH
Amphenol Corp

Technology
192K
+ 16.43%
$61.62 - $78.55 $11.8M - $15M
1.36M $89M
PEP
Pepsico Inc

Consumer Defensive
66.3K
+ 7.4%
$142.64 - $156.42 $9.46M - $10.4M
962K $144M
VRSN
Verisign Inc

Technology
24.5K
+ 67.17%
$205.1 - $254.74 $5.03M - $6.24M
61K $15.5M
DUK
Duke Energy Corp

Utilities
30K
+ 10.02%
$105.87 - $121.97 $3.18M - $3.66M
330K $40.2M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
73.8K
+ 3.08%
$81.83 - $82.73 $6.04M - $6.11M
2.47M $204M
CPB
Campbell Soup CO

Consumer Defensive
231K
+ 27.64%
$37.29 - $42.04 $8.63M - $9.73M
1.07M $42.7M
WRB
Berkley W R Corp

Financial Services
46.1K
+ 13.53%
$56.7 - $71.27 $2.62M - $3.29M
387K $27.5M
OGN
Organon & Co.

Healthcare
502K
+ 77.1%
$14.29 - $16.41 $7.17M - $8.24M
1.15M $17.2M
NVS
Novartis Ag

Healthcare
26.9K
+ 8.66%
$97.14 - $115.57 $2.61M - $3.11M
337K $37.6M
FTNT
Fortinet, Inc.

Technology
71.2K
+ 25.67%
$92.49 - $114.57 $6.58M - $8.15M
348K $33.5M
AIG
American International Group, Inc.

Financial Services
58.3K
+ 37.73%
$70.5 - $86.94 $4.11M - $5.07M
213K $18.5M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
76.4K
+ 10.66%
$73.78 - $76.59 $5.63M - $5.85M
793K $60.7M
NEE
Nextera Energy Inc

Utilities
114K
+ 9.63%
$66.96 - $76.16 $7.64M - $8.69M
1.3M $92.1M
CE
Celanese Corp

Basic Materials
128K
+ 1432.6%
$47.02 - $74.12 $6M - $9.46M
137K $7.75M
KLAC
Kla Corp

Technology
4.23K
+ 4.95%
$636.62 - $777.63 $2.69M - $3.29M
89.7K $60.9M
ICE
Intercontinental Exchange, Inc.

Financial Services
7.57K
+ 3.1%
$142.8 - $176.36 $1.08M - $1.33M
252K $43.5M
TMUS
T Mobile Us, Inc.

Communication Services
5.88K
+ 5.0%
$211.3 - $272.83 $1.24M - $1.6M
123K $32.9M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
76.7K
+ 9.59%
$51.39 - $57.43 $3.94M - $4.41M
876K $48.6M
SCHW
Schwab Charles Corp

Financial Services
27.6K
+ 2.55%
$71.24 - $83.64 $1.97M - $2.31M
1.11M $86.7M
CHKP
Check Point Software Technologies LTD

Technology
28.3K
+ 391.98%
$179.88 - $231.31 $5.09M - $6.55M
35.5K $8.1M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
181K
+ 13.0%
$36.63 - $37.45 $6.64M - $6.78M
1.57M $58M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
62.5K
+ 5.62%
$100.34 - $100.68 $6.27M - $6.29M
1.18M $118M
INTC
Intel Corp

Technology
189K
+ 21.61%
$19.1 - $27.39 $3.61M - $5.18M
1.07M $24.2M
EXC
Exelon Corp

Utilities
63K
+ 14.9%
$37.3 - $46.08 $2.35M - $2.9M
486K $22.4M
WELL
Welltower Inc.

Real Estate
1.17K
+ 0.51%
$124.05 - $156.86 $145K - $184K
229K $35M
SHV
Ishares Tr

ETFs
53.4K
+ 11.1%
$110.11 - $110.51 $5.88M - $5.9M
534K $59M
UNP
Union Pacific Corp

Industrials
12.3K
+ 3.19%
$225.21 - $254.42 $2.77M - $3.13M
398K $93.9M
EW
Edwards Lifesciences Corp

Healthcare
86.1K
+ 67.88%
$67.95 - $76.19 $5.85M - $6.56M
213K $15.4M
HON
Honeywell International Inc

Industrials
57.3K
+ 13.11%
$202.75 - $226.52 $11.6M - $13M
494K $105M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
10.7K
+ 0.65%
$58.01 - $64.46 $622K - $691K
1.67M $103M
SPOT
Spotify Technology S.A.

Communication Services
4.34K
+ 13.59%
$457.79 - $648.32 $1.98M - $2.81M
36.2K $19.9M
SAP
Sap Se

Technology
14.6K
+ 20.18%
$241.4 - $293.69 $3.54M - $4.3M
87.2K $23.4M
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
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