Cerity Partners LLC Purchases in Q1 2025

Cerity Partners LLC

  • $48.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TOL
Toll Brothers, Inc.

Consumer Cyclical
16.9K
+ 78.84%
$103.02 - $140.69 $1.74M - $2.38M
38.4K $4.05M
JEPI
J P Morgan Exchange Traded Fd

ETFs
24.5K
+ 18.48%
$56.17 - $59.71 $1.37M - $1.46M
157K $8.96M
TAP
Molson Coors Beverage CO

Consumer Defensive
16.2K
+ 16.64%
$52.44 - $62.91 $852K - $1.02M
114K $6.93M
SU
Suncor Energy Inc

Energy
31.1K
+ 75.72%
$34.27 - $40.63 $1.07M - $1.26M
72.1K $2.79M
MAT
Mattel Inc

Consumer Cyclical
65.5K
+ 479.49%
$17.73 - $21.94 $1.16M - $1.44M
79.2K $1.54M
BZH
Beazer Homes Usa Inc

Consumer Cyclical
63.3K
New
$20.27 - $28.57 $1.28M - $1.81M
63.3K $1.29M
CINF
Cincinnati Financial Corp

Financial Services
7.77K
+ 22.0%
$133.67 - $147.81 $1.04M - $1.15M
43.1K $6.37M
FNF
Fidelity National Financial, Inc.

Financial Services
14.5K
+ 38.98%
$54.25 - $65.27 $786K - $945K
51.6K $3.36M
UNM
Unum Group

Financial Services
7.46K
+ 9.46%
$71.8 - $83.34 $536K - $622K
86.3K $7.03M
LQD
Ishares Iboxx $ Investment Gra

ETFs
11.2K
+ 39.4%
$105.1 - $109.61 $1.18M - $1.23M
39.7K $4.31M
JLL
Jones Lang Lasalle Inc

Real Estate
5.72K
+ 18.94%
$238.0 - $284.76 $1.36M - $1.63M
35.9K $8.91M
DRI
Darden Restaurants Inc

Consumer Cyclical
4.86K
+ 41.93%
$180.02 - $208.56 $876K - $1.01M
16.5K $3.42M
SWK
Stanley Black & Decker, Inc.

Industrials
17K
+ 85.93%
$76.43 - $90.41 $1.3M - $1.54M
36.8K $2.83M
CBRE
Cbre Group, Inc.

Real Estate
9.67K
+ 17.37%
$121.79 - $147.13 $1.18M - $1.42M
65.4K $8.55M
NGG
National Grid PLC

Utilities
15.8K
+ 48.68%
$56.13 - $65.61 $886K - $1.04M
48.2K $3.16M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
8.31K
+ 1.5%
$48.43 - $49.9 $403K - $415K
562K $28M
PMAR
Innovator U.S. Equity Power Bu

ETFs
30.8K
New
$39.51 - $41.0 $1.22M - $1.26M
30.8K $1.23M
ALGN
Align Technology Inc

Healthcare
10.4K
+ 122.07%
$158.86 - $234.89 $1.65M - $2.44M
18.9K $3.01M
KMI
Kinder Morgan, Inc.

Energy
12.8K
+ 1.67%
$26.1 - $31.22 $334K - $400K
777K $22.2M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
29.3K
+ 611.65%
$43.49 - $58.8 $1.27M - $1.72M
34.1K $1.48M
WTW
Willis Towers Watson PLC

Financial Services
2.3K
+ 13.39%
$306.61 - $340.78 $705K - $784K
19.5K $6.58M
VTR
Ventas, Inc.

Real Estate
13.9K
+ 50.7%
$56.9 - $70.47 $789K - $977K
41.2K $2.84M
GOLD
Barrick Gold Corp

Basic Materials
44K
+ 47.42%
$15.45 - $19.56 $680K - $861K
137K $2.66M
BRO
Brown & Brown, Inc.

Financial Services
1.14K
+ 2.36%
$100.54 - $124.4 $114K - $141K
49.3K $6.13M
TAK
Takeda Pharmaceutical CO LTD

Healthcare
71.6K
+ 81.73%
$12.89 - $15.19 $923K - $1.09M
159K $2.37M
UMC
United Microelectronics Corp

Technology
153K
+ 89.5%
$5.69 - $7.15 $871K - $1.09M
324K $2.32M
CIVI
Civitas Resources, Inc.

Energy
35.2K
+ 854.76%
$32.05 - $54.79 $1.13M - $1.93M
39.3K $1.37M
TSN
Tyson Foods, Inc.

Consumer Defensive
16.5K
+ 78.23%
$54.27 - $63.81 $893K - $1.05M
37.5K $2.39M
BAX
Baxter International Inc

Healthcare
20K
+ 20.37%
$29.26 - $36.57 $584K - $730K
118K $4.04M
ESLT
Elbit Systems LTD

Industrials
1.82K
+ 47.69%
$261.47 - $413.0 $477K - $753K
5.65K $2.17M
ACN
Accenture PLC

Technology
40.8K
+ 14.02%
$300.91 - $398.25 $12.3M - $16.2M
332K $104M
KBR
Kbr, Inc.

Industrials
23.9K
+ 697.02%
$47.88 - $60.47 $1.14M - $1.44M
27.3K $1.36M
EA
Electronic Arts Inc.

Communication Services
8.36K
+ 28.36%
$116.53 - $146.29 $974K - $1.22M
37.8K $5.47M
PINS
Pinterest, Inc.

Communication Services
30.3K
+ 28.13%
$29.79 - $40.0 $903K - $1.21M
138K $4.28M
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
49.9K
+ 418.76%
$23.24 - $28.11 $1.16M - $1.4M
61.8K $1.48M
U
Unity Software Inc.

Technology
67.4K
+ 111.6%
$19.44 - $28.34 $1.31M - $1.91M
128K $2.5M
INSM
Insmed Inc

Healthcare
13.2K
+ 72.19%
$65.25 - $83.83 $860K - $1.1M
31.4K $2.4M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
11K
+ 21.61%
$166.63 - $185.86 $1.83M - $2.04M
61.7K $10.3M
ADT
Adt Inc.

Industrials
116K
+ 82.46%
$6.87 - $8.23 $797K - $955K
257K $2.09M
IWR
Ishares Russell Mid Cap ETF

ETFs
41.9K
+ 5.69%
$82.81 - $92.93 $3.47M - $3.9M
778K $66.2M
CRBG
Corebridge Financial, Inc.

Financial Services
33.7K
+ 149.23%
$29.61 - $34.68 $998K - $1.17M
56.3K $1.78M
HAL
Halliburton CO

Energy
68.9K
+ 19.07%
$24.15 - $29.9 $1.66M - $2.06M
430K $10.9M
ZI
Zoom Info Technologies Inc.

Technology
115K
+ 96.5%
$9.43 - $12.01 $1.08M - $1.38M
234K $2.34M
TDY
Teledyne Technologies Inc

Technology
1.16K
+ 7.63%
$455.51 - $518.84 $527K - $600K
16.3K $8.11M
EXPD
Expeditors International Of Washington Inc

Industrials
3.12K
+ 4.24%
$109.09 - $126.48 $341K - $395K
76.7K $9.23M
BNS
Bank Of Nova Scotia

Financial Services
24.5K
+ 159.31%
$47.21 - $53.7 $1.16M - $1.32M
40K $1.9M
ASX
Ase Technology Holding Co., Ltd.

Technology
140K
+ 107.32%
$8.76 - $11.36 $1.23M - $1.6M
271K $2.38M
PSO
Pearson PLC

Communication Services
66.6K
+ 76.24%
$15.45 - $17.75 $1.03M - $1.18M
154K $2.47M
DOV
Dover Corp

Industrials
9.66K
+ 17.95%
$174.65 - $206.43 $1.69M - $1.99M
63.5K $11.2M
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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