Cerity Partners LLC Purchases in Q4 2024

Cerity Partners LLC

  • $45.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
54.4K
New
$42.84 - $45.38 $2.33M - $2.47M
54.4K $2.34M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
21.3K
+ 3.62%
$69.3 - $74.3 $1.48M - $1.58M
610K $43.6M
ABNB
Airbnb, Inc.

Consumer Cyclical
11.8K
+ 7.03%
$125.36 - $147.37 $1.48M - $1.74M
180K $23.6M
ZS
Zscaler, Inc.

Technology
12.3K
+ 116.44%
$166.99 - $211.99 $2.05M - $2.61M
22.9K $4.12M
CYBR
Cyber Ark Software Ltd.

Technology
373
+ 0.71%
$274.1 - $333.15 $102K - $124K
53.1K $17.7M
JBL
Jabil Inc

Technology
4.17K
+ 5.85%
$118.97 - $147.77 $496K - $616K
75.4K $10.9M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
107K
New
$21.43 - $22.55 $2.3M - $2.42M
107K $2.31M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
4.06K
+ 4.17%
$563.99 - $620.12 $2.29M - $2.52M
102K $57.9M
SBAC
Sba Communications Corp

Real Estate
14.4K
+ 81.87%
$198.24 - $249.31 $2.86M - $3.59M
32K $6.52M
CMA
Comerica Inc

Financial Services
34.4K
+ 49.04%
$57.88 - $72.73 $1.99M - $2.5M
104K $6.46M
VLO
Valero Energy Corp

Energy
29.2K
+ 26.4%
$118.59 - $144.02 $3.46M - $4.21M
140K $17.1M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
102K
+ 11.52%
$20.98 - $21.19 $2.13M - $2.15M
984K $20.7M
UBER
Uber Technologies, Inc

Technology
142K
+ 33.04%
$59.93 - $86.34 $8.52M - $12.3M
572K $34.5M
VGSH
Vanguard

ETFs
86.4K
+ 2.56%
$58.02 - $58.88 $5.01M - $5.09M
3.46M $201M
BEN
Franklin Resources Inc

Financial Services
105K
+ 22.69%
$19.35 - $22.76 $2.02M - $2.38M
566K $11.5M
KMX
Carmax Inc

Consumer Cyclical
24.6K
+ 64.16%
$71.11 - $87.2 $1.75M - $2.15M
63K $5.15M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
68.5K
+ 6.25%
N/A
1.16M $36.7M
ET
Energy Transfer LP

Energy
66.1K
+ 27.24%
$16.05 - $19.86 $1.06M - $1.31M
309K $6.05M
ALL
Allstate Corp

Financial Services
10.2K
+ 25.13%
$181.25 - $208.2 $1.85M - $2.12M
50.7K $9.78M
SYF
Synchrony Financial

Financial Services
2.09K
+ 1.62%
$49.01 - $68.55 $103K - $143K
132K $8.55M
UVV
Universal Corp

Consumer Defensive
37.1K
+ 148.54%
$49.67 - $57.99 $1.84M - $2.15M
62.1K $3.41M
TFLO
Ishares Treasury Floating Rate

ETFs
41.6K
+ 24.65%
$50.37 - $50.63 $2.09M - $2.1M
210K $10.6M
HBAN
Huntington Bancshares Inc

Financial Services
21.4K
+ 2.01%
$14.18 - $18.2 $304K - $390K
1.09M $17.7M
KNSL
Kinsale Capital Group, Inc.

Financial Services
4.34K
+ 68.88%
$424.05 - $524.22 $1.84M - $2.28M
10.6K $4.95M
KRP
Kimbell Royalty Partners, LP

Energy
124K
+ 678.28%
$15.38 - $16.83 $1.91M - $2.09M
142K $2.31M
CPRT
Copart Inc

Consumer Cyclical
9.83K
+ 3.42%
$51.36 - $63.8 $505K - $627K
298K $17.1M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
50.4K
+ 35.34%
$55.45 - $61.08 $2.8M - $3.08M
193K $10.7M
EXC
Exelon Corp

Utilities
79K
+ 22.97%
$36.22 - $40.97 $2.86M - $3.24M
423K $15.9M
FNDF
Schwab Fundamental Intl Large

ETFs
63.8K
+ 162.99%
$32.92 - $37.15 $2.1M - $2.37M
103K $3.42M
AGO
Assured Guaranty LTD

Financial Services
811
+ 0.46%
$79.0 - $94.69 $64.1K - $76.8K
175K $15.8M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
75.7K
+ 141.53%
$25.3 - $26.31 $1.92M - $1.99M
129K $3.3M
WMB
Williams Companies, Inc.

Energy
7.62K
+ 4.34%
$46.37 - $59.74 $353K - $455K
183K $9.92M
AM
Antero Midstream Corp

Energy
126K
+ 315.26%
$14.22 - $15.97 $1.79M - $2.01M
165K $2.5M
CRI
Carters Inc

Consumer Cyclical
38.5K
+ 214.86%
$50.33 - $67.47 $1.94M - $2.6M
56.5K $3.06M
CSGP
Costar Group, Inc.

Real Estate
27K
+ 185.87%
$69.7 - $81.97 $1.89M - $2.22M
41.6K $2.98M
A
Agilent Technologies, Inc.

Healthcare
19.2K
+ 38.64%
$125.69 - $146.56 $2.41M - $2.81M
68.9K $9.26M
BIIB
Biogen Inc.

Healthcare
14.3K
+ 183.76%
$146.47 - $191.55 $2.1M - $2.74M
22.1K $3.38M
XLE
Energy Sector Spdr

ETFs
30.4K
+ 8.74%
$83.32 - $97.27 $2.54M - $2.96M
379K $32.4M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
6.52K
+ 48.29%
$229.83 - $258.46 $1.5M - $1.69M
20K $4.95M
MCO
Moodys Corp

Financial Services
3.97K
+ 9.9%
$454.04 - $500.88 $1.8M - $1.99M
44.1K $20.9M
KR
Kroger CO

Consumer Defensive
11.7K
+ 4.09%
$55.21 - $63.3 $648K - $743K
299K $18.3M
EPAM
Epam Systems, Inc.

Technology
9.78K
+ 21.46%
N/A
55.4K $10.3M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
67.6K
+ 423.7%
$26.65 - $29.34 $1.8M - $1.98M
83.5K $2.26M
BRK-A
Berkshire Hathaway Inc

Financial Services
3
+ 11.11%
$664750.0 - $724132.5 $1.99M - $2.17M
30 $20.4M
CEG
Constellation Energy Corp

Utilities
15.4K
+ 31.83%
$224.28 - $285.52 $3.45M - $4.39M
63.6K $14.3M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
12.3K
+ 21.44%
$124.61 - $133.96 $1.54M - $1.65M
69.8K $8.99M
EXEL
Exelixis, Inc.

Healthcare
45.9K
+ 163.93%
$25.39 - $36.46 $1.17M - $1.67M
73.9K $2.46M
FNDC
Schwab Fundamental Intl Small

ETFs
50.9K
+ 692.96%
$33.92 - $38.03 $1.73M - $1.93M
58.2K $1.99M
HUBS
Hubspot Inc

Technology
1.16K
+ 21.45%
$514.07 - $757.4 $596K - $879K
6.57K $4.58M
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
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