Cerity Partners LLC Purchases in Q4 2024

Cerity Partners LLC

  • $45.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
94.5K
+ 12.21%
$92.08 - $98.18 $8.7M - $9.28M
869K $80.3M
CATH
Global X Fds Global X S&P 500

ETFs
61.2K
New
$68.5 - $73.81 $4.19M - $4.52M
61.2K $4.34M
PGR
Progressive Corp

Financial Services
27.2K
+ 16.96%
$239.6 - $268.88 $6.51M - $7.31M
187K $44.9M
IWR
Ishares Russell Mid Cap ETF

ETFs
45K
+ 6.51%
$87.25 - $95.52 $3.93M - $4.3M
736K $65.1M
IWM
Ishares Russell 2000 ETF

ETFs
18.4K
+ 3.49%
$216.13 - $242.4 $3.98M - $4.46M
546K $121M
VONG
Vanguard Russell 1000 Growth E

ETFs
19K
+ 6.19%
$95.27 - $107.82 $1.81M - $2.05M
327K $33.8M
GRMN
Garmin LTD

Technology
12.9K
+ 29.91%
$161.91 - $220.77 $2.08M - $2.84M
55.9K $11.5M
DFSV
Dimensional ETF Tr Dimensional

ETFs
127K
+ 19.1%
$30.18 - $33.87 $3.82M - $4.29M
789K $24.3M
TPG
Tpg Inc.

Financial Services
60.2K
New
$58.29 - $71.51 $3.51M - $4.31M
60.2K $3.78M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.39M
+ 105.56%
$25.33 - $51.16 $60.4M - $122M
4.65M $120M
BRBR
Bellring Brands, Inc.

Consumer Defensive
48.3K
+ 905.55%
$60.38 - $78.79 $2.92M - $3.81M
53.7K $4.04M
DAL
Delta Air Lines, Inc.

Industrials
8.02K
+ 2.56%
$47.46 - $65.77 $380K - $527K
321K $19.4M
IYW
Ishares Dj Us Tech ETF

ETFs
20.2K
+ 63.93%
$148.14 - $166.23 $3M - $3.36M
51.9K $8.27M
ABT
Abbott Laboratories

Healthcare
38.1K
+ 3.94%
$111.93 - $119.39 $4.27M - $4.55M
1.01M $114M
SNOW
Snowflake Inc.

Technology
8.29K
+ 15.36%
$109.65 - $186.51 $909K - $1.55M
62.3K $9.61M
PWR
Quanta Services, Inc.

Industrials
2.87K
+ 2.14%
$296.05 - $346.6 $849K - $994K
137K $43.2M
SNA
Snap On Inc

Industrials
8.59K
+ 105.27%
$285.44 - $371.35 $2.45M - $3.19M
16.7K $5.68M
CMI
Cummins Inc

Industrials
1.12K
+ 0.97%
$324.93 - $383.42 $364K - $430K
117K $40.7M
ARES
Ares Management Corp

Financial Services
17.2K
+ 170.3%
$153.38 - $183.7 $2.64M - $3.16M
27.3K $4.84M
VTV
Vanguard Value ETF

ETFs
37.3K
+ 6.4%
$168.32 - $181.87 $6.29M - $6.79M
621K $105M
INCY
Incyte Corp

Healthcare
46.1K
+ 240.39%
$65.08 - $83.38 $3M - $3.84M
65.2K $4.5M
EPD
Enterprise Products Partners L.P.

Energy
74.7K
+ 18.89%
$28.66 - $34.43 $2.14M - $2.57M
470K $14.7M
CME
Cme Group Inc.

Financial Services
10.1K
+ 13.85%
$221.17 - $246.02 $2.23M - $2.48M
83K $19.3M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
25.9K
+ 4.53%
$55.73 - $66.16 $1.44M - $1.71M
598K $36M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
33.6K
+ 6.96%
$100.24 - $101.35 $3.36M - $3.4M
516K $51.9M
TLT
Ishares Barclays 20+ Year Trea

ETFs
37.4K
+ 164.67%
$87.1 - $98.49 $3.26M - $3.69M
60.2K $5.25M
FNDX
Schwab Fundamental U S Large C

ETFs
437K
+ 285.07%
$23.49 - $71.77 $10.3M - $31.4M
591K $14M
ADP
Automatic Data Processing Inc

Industrials
104
+ 0.06%
$280.08 - $307.97 $29.1K - $32K
184K $53.9M
KRC
Kilroy Realty Corp

Real Estate
69.4K
+ 498.23%
$37.51 - $43.55 $2.6M - $3.02M
83.3K $3.37M
SHOP
Shopify Inc.

Technology
5.45K
+ 6.34%
$78.14 - $119.49 $426K - $652K
91.4K $9.72M
USB
Us Bancorp \De\

Financial Services
28.2K
+ 4.04%
$43.98 - $53.66 $1.24M - $1.51M
725K $34.7M
AJG
Arthur J. Gallagher & Co.

Financial Services
9.54K
+ 44.6%
$278.49 - $315.16 $2.66M - $3.01M
30.9K $8.78M
HFXI
Indexiq Iq 50 Percent Hedged F

ETFs
132K
+ 30.83%
$25.79 - $27.56 $3.4M - $3.63M
559K $14.6M
ZM
Zoom Video Communications, Inc.

Technology
19.9K
+ 21.48%
$67.21 - $89.03 $1.33M - $1.77M
112K $9.17M
DFAS
Dimensional ETF Tr U S Small C

ETFs
40.3K
+ 9.85%
$63.58 - $71.15 $2.56M - $2.87M
449K $29.2M
CCL
Carnival Corp

Consumer Cyclical
76.5K
+ 61.77%
$17.34 - $26.8 $1.33M - $2.05M
200K $4.99M
SAP
Sap Se

Technology
6.29K
+ 9.48%
$218.13 - $255.54 $1.37M - $1.61M
72.6K $17.9M
PYPL
Pay Pal Holdings, Inc.

Financial Services
6.26K
+ 2.16%
$77.25 - $91.3 $483K - $571K
296K $25.3M
WDAY
Workday, Inc.

Technology
6.11K
+ 7.78%
$233.85 - $279.91 $1.43M - $1.71M
84.7K $21.9M
TPR
Tapestry, Inc.

Consumer Cyclical
7.24K
+ 6.23%
$43.54 - $66.18 $315K - $479K
123K $8.06M
PR
Permian Resources Corporation

Energy
154K
+ 32.03%
$13.41 - $16.21 $2.07M - $2.5M
637K $9.16M
EQIX
Equinix Inc

Real Estate
2.07K
+ 21.3%
$865.69 - $985.0 $1.79M - $2.04M
11.8K $11.1M
EUSA
Ishares Msci Usa Equal Weighte

ETFs
26.2K
+ 277.28%
$94.66 - $102.14 $2.48M - $2.67M
35.6K $3.39M
SMAR
Smartsheet Inc

Technology
43.4K
+ 72.87%
$55.35 - $56.51 $2.4M - $2.45M
103K $5.77M
RBLX
Roblox Corp

Communication Services
20.1K
+ 21.12%
$39.86 - $61.45 $800K - $1.23M
115K $6.66M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
26.5K
+ 42.08%
$91.29 - $91.8 $2.42M - $2.43M
89.4K $8.17M
VRSN
Verisign Inc

Technology
9.24K
+ 33.92%
$176.68 - $206.96 $1.63M - $1.91M
36.5K $7.55M
T
At&T Inc.

Communication Services
50.9K
+ 3.26%
$21.22 - $23.88 $1.08M - $1.22M
1.62M $36.8M
MSTR
Microstrategy Inc

Technology
5.57K
+ 90.32%
$162.69 - $473.83 $907K - $2.64M
11.7K $3.4M
Activity Summary
Buys All Purchases 1121 New Holdings 145 Increased Positions 976 Sells All Sells 1188 Reductions 1188 Sold out 0 Options Calls 0 Puts 0
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