Cerity Partners LLC Purchases in Q1 2025

Cerity Partners LLC

  • $48.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DASH
Door Dash, Inc.

Communication Services
22.6K
+ 27.15%
$168.37 - $213.38 $3.8M - $4.82M
106K $19.3M
SO
Southern CO

Utilities
38.6K
+ 20.31%
$80.96 - $92.96 $3.12M - $3.59M
229K $21M
DISV
Dimensional ETF Tr Dimensional

ETFs
110K
+ 13.1%
$26.09 - $30.21 $2.88M - $3.33M
952K $27.7M
GM
General Motors CO

Consumer Cyclical
159K
+ 46.93%
$45.22 - $54.92 $7.18M - $8.72M
497K $23.4M
CTAS
Cintas Corp

Industrials
5.02K
+ 2.72%
$182.09 - $208.14 $913K - $1.04M
189K $38.9M
CI
Cigna Corp

Healthcare
916
+ 0.98%
$274.49 - $329.0 $251K - $301K
94.1K $31M
PAYX
Paychex Inc

Industrials
1.46K
+ 0.41%
$136.06 - $154.52 $198K - $225K
357K $55M
TRV
Travelers Companies, Inc.

Financial Services
13K
+ 17.18%
$232.43 - $265.13 $3.01M - $3.44M
88.4K $23.4M
SNOW
Snowflake Inc.

Technology
39K
+ 62.71%
$146.16 - $192.78 $5.71M - $7.53M
101K $14.8M
PNW
Pinnacle West Capital Corp

Utilities
44.2K
+ 47.13%
$81.76 - $95.25 $3.61M - $4.21M
138K $13.1M
SLB
Schlumberger Limited

Energy
95.8K
+ 31.06%
$38.4 - $43.74 $3.68M - $4.19M
404K $16.9M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1.05K
+ 7.45%
$1187.71 - $1432.58 $1.25M - $1.51M
15.2K $21.8M
ROST
Ross Stores, Inc.

Consumer Cyclical
53.8K
+ 65.5%
$123.3 - $154.95 $6.64M - $8.34M
136K $17.4M
RBLX
Roblox Corp

Communication Services
79.9K
+ 69.49%
$53.77 - $75.47 $4.3M - $6.03M
195K $11.4M
CNC
Centene Corp

Healthcare
76.7K
+ 64.6%
$55.93 - $65.89 $4.29M - $5.05M
195K $11.9M
BMY
Bristol Myers Squibb CO

Healthcare
11K
+ 1.22%
$53.9 - $63.11 $592K - $693K
914K $55.7M
PCOR
Procore Technologies, Inc.

Technology
75.8K
+ 167.56%
$65.21 - $88.33 $4.94M - $6.7M
121K $7.99M
ELV
Elevance Health, Inc.

Healthcare
704
+ 1.12%
$365.9 - $436.25 $258K - $307K
63.8K $27.7M
SKOR
Flexshares Tr Credit Scored Us

ETFs
66.4K
+ 3.42%
$47.35 - $48.46 $3.14M - $3.22M
2.01M $97.1M
AON
Aon PLC

Financial Services
7.68K
+ 23.89%
$348.44 - $409.32 $2.68M - $3.14M
39.8K $15.9M
RPRX
Royalty Pharma PLC

Healthcare
136K
+ 786.26%
$25.75 - $33.86 $3.51M - $4.62M
154K $4.79M
VLUE
Ishares Msci Usa Value Factor

ETFs
33.3K
+ 4.54%
$104.89 - $113.56 $3.5M - $3.79M
767K $81.8M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
26.5K
+ 5.13%
$100.59 - $103.47 $2.66M - $2.74M
542K $56.1M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
56.9K
+ 203.68%
$61.25 - $72.83 $3.48M - $4.14M
84.8K $6M
VT
Vanguard Total World Stk Index

ETFs
39.8K
+ 12.97%
$115.08 - $123.97 $4.59M - $4.94M
347K $40.2M
TPR
Tapestry, Inc.

Consumer Cyclical
49.8K
+ 40.36%
$65.63 - $89.21 $3.27M - $4.44M
173K $12.2M
MSCI
Msci Inc.

Financial Services
8.41K
+ 43.26%
$541.46 - $628.34 $4.55M - $5.29M
27.9K $15.8M
ETN
Eaton Corp PLC

Industrials
39.6K
+ 35.59%
$271.83 - $371.23 $10.8M - $14.7M
151K $41M
CRWD
Crowd Strike Holdings, Inc.

Technology
3.31K
+ 1.2%
$308.86 - $455.36 $1.02M - $1.51M
278K $98.1M
SHEL
Shell PLC

Energy
112
+ 0.03%
$62.84 - $73.29 $7.04K - $8.21K
381K $27.9M
INDB
Independent Bank Corp

Financial Services
62.2K
+ 425.97%
$60.31 - $70.29 $3.75M - $4.37M
76.8K $4.81M
XLF
Financial Sector Spdr

ETFs
70.5K
+ 30.44%
$47.32 - $52.19 $3.34M - $3.68M
302K $15M
JCI
Johnson Controls International PLC

Industrials
46.5K
+ 69.76%
$76.12 - $90.6 $3.54M - $4.21M
113K $9.06M
WFC
Wells Fargo & Company

Financial Services
34.5K
+ 4.06%
$66.78 - $81.42 $2.3M - $2.81M
884K $63.5M
ORCC
Owl Rock Capital Corp

Financial Services
283K
+ 110.18%
N/A
540K $7.23M
CNXC
Concentrix Corp

Technology
67.8K
New
$42.45 - $65.04 $2.88M - $4.41M
67.8K $3.77M
HWM
Howmet Aerospace Inc.

Industrials
19.4K
+ 31.61%
$110.79 - $139.39 $2.15M - $2.7M
80.7K $10.5M
EXEL
Exelixis, Inc.

Healthcare
94K
+ 127.27%
$32.38 - $39.16 $3.04M - $3.68M
168K $6.2M
NKE
Nike, Inc.

Consumer Cyclical
126K
+ 34.63%
$63.29 - $81.72 $7.98M - $10.3M
490K $31.1M
AJG
Arthur J. Gallagher & Co.

Financial Services
4.82K
+ 15.59%
$275.89 - $345.24 $1.33M - $1.67M
35.8K $12.3M
INCY
Incyte Corp

Healthcare
67.5K
+ 103.51%
$60.0 - $75.26 $4.05M - $5.08M
133K $8.04M
HUN
Huntsman Corp

Basic Materials
224K
+ 1569.48%
$15.79 - $18.04 $3.54M - $4.04M
238K $3.76M
C
Citigroup Inc

Financial Services
41.7K
+ 4.71%
$67.23 - $84.63 $2.8M - $3.53M
926K $65.7M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
101K
+ 3.56%
$28.55 - $29.09 $2.9M - $2.95M
2.95M $85.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
111K
+ 2.77%
$49.25 - $50.66 $5.46M - $5.62M
4.11M $204M
TROW
Price T Rowe Group Inc

Financial Services
54.6K
+ 74.59%
$91.57 - $116.93 $5M - $6.38M
128K $11.7M
XLG
Invesco Exchange Traded Fd Tr

ETFs
75.7K
+ 879.06%
$45.72 - $51.73 $3.46M - $3.91M
84.3K $3.88M
FE
Firstenergy Corp

Utilities
80.8K
+ 29.04%
$37.95 - $43.5 $3.07M - $3.51M
359K $14.5M
RGLD
Royal Gold Inc

Basic Materials
14.7K
+ 44.7%
$132.55 - $163.51 $1.95M - $2.4M
47.6K $7.78M
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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