Cerity Partners LLC Incresed Positions in Q3 2024

Cerity Partners LLC

  • $44.7 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.12M
+ 18.16%
$207.23 - $234.82 $232M - $262M
7.27M $1.69B
NVDA
Nvidia Corp

Technology
1.56M
+ 21.05%
$98.91 - $134.91 $155M - $211M
8.99M $1.09B
MSFT
Microsoft Corp

Technology
460K
+ 16.84%
$395.15 - $467.56 $182M - $215M
3.19M $1.37B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.34M
+ 38.11%
$96.25 - $101.98 $129M - $137M
4.87M $493M
META
Meta Platforms, Inc.

Communication Services
176K
+ 30.68%
$453.41 - $572.44 $79.7M - $101M
748K $428M
VEA
Vanguard Ftse Developed Market

ETFs
1.7M
+ 12.38%
$47.6 - $53.31 $80.9M - $90.7M
15.4M $815M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
21.7K
+ 0.63%
$475.2 - $527.7 $10.3M - $11.5M
3.47M $1.83B
IVV
Ishares Core S&P 500 ETF

ETFs
57.3K
+ 3.21%
$520.18 - $576.82 $29.8M - $33.1M
1.84M $1.06B
AMZN
Amazon Com Inc

Consumer Cyclical
533K
+ 17.15%
$161.02 - $200.0 $85.8M - $107M
3.64M $678M
IEFA
Ishares Tr

ETFs
401K
+ 4.83%
$70.09 - $78.74 $28.1M - $31.6M
8.71M $680M
PG
Procter & Gamble CO

Consumer Defensive
128K
+ 2.06%
$160.76 - $177.82 $20.7M - $22.8M
6.36M $1.1B
UNH
Unitedhealth Group Inc

Healthcare
62.5K
+ 14.06%
$488.01 - $604.18 $30.5M - $37.8M
507K $296M
HD
Home Depot, Inc.

Consumer Cyclical
84.1K
+ 14.25%
$333.64 - $405.2 $28M - $34.1M
674K $273M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
89.8K
+ 16.92%
$405.19 - $478.57 $36.4M - $43M
621K $286M
AVGO
Broadcom Inc.

Technology
1.83M
+ 1047.67%
$136.27 - $1745.86 $249M - $3.19B
2M $345M
APH
Amphenol Corp

Technology
995K
+ 484.03%
$58.39 - $70.41 $58.1M - $70.1M
1.2M $78.3M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
616K
+ 110.32%
$100.3 - $100.74 $61.8M - $62.1M
1.17M $118M
SCHX
Schwab Strategic Tr Us Large C

ETFs
568K
+ 10.05%
$61.11 - $67.85 $34.7M - $38.5M
6.22M $422M
JPM
Jpmorgan Chase & CO

Financial Services
210K
+ 13.98%
$194.9 - $224.8 $41M - $47.3M
1.72M $361M
V
Visa Inc.

Financial Services
167K
+ 21.72%
$253.74 - $291.56 $42.5M - $48.8M
938K $258M
ORCL
Oracle Corp

Technology
207K
+ 30.46%
$125.9 - $170.35 $26M - $35.2M
885K $151M
QUAL
Ishares Msci Usa Quality Facto

ETFs
173K
+ 7.18%
$162.64 - $179.3 $28.2M - $31M
2.58M $463M
MMM
3 M CO

Industrials
293K
+ 92.68%
$99.69 - $139.42 $29.3M - $40.9M
610K $83.4M
VO
Vanguard Mid Cap ETF

ETFs
148K
+ 28.16%
$237.84 - $263.83 $35.3M - $39.1M
675K $178M
IWF
Ishares Russell 1000 Gr ETF

ETFs
109K
+ 13.21%
$332.02 - $382.76 $36.2M - $41.7M
934K $351M
ABBV
Abb Vie Inc.

Healthcare
154K
+ 22.69%
$163.84 - $199.33 $25.3M - $30.8M
834K $165M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
555K
+ 37.38%
$76.38 - $78.87 $42.4M - $43.8M
2.04M $161M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
886K
+ 39.05%
$36.98 - $41.55 $32.8M - $36.8M
3.16M $130M
JNJ
Johnson & Johnson

Healthcare
132K
+ 9.96%
$145.48 - $167.38 $19.2M - $22.1M
1.46M $236M
TSLA
Tesla, Inc.

Consumer Cyclical
89.2K
+ 29.82%
$191.76 - $263.26 $17.1M - $23.5M
388K $102M
SCHP
Schwab Strategic Us Tips ETF

ETFs
648K
+ 19.8%
$51.58 - $53.79 $33.4M - $34.9M
3.92M $210M
QQQ
Invesco Qqq Trust, Series 1

ETFs
70.2K
+ 11.47%
$434.77 - $502.96 $30.5M - $35.3M
682K $333M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
169K
+ 9.03%
$105.53 - $118.34 $17.8M - $20M
2.04M $238M
AVEM
American Centy ETF Tr Avantis

ETFs
507K
+ 31.14%
$57.2 - $65.59 $29M - $33.2M
2.13M $138M
VGIT
Vanguard Intermediate Term Tre

ETFs
517K
+ 29.14%
$57.8 - $60.8 $29.9M - $31.4M
2.29M $138M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
288K
+ 14.57%
$75.47 - $83.18 $21.7M - $24M
2.26M $188M
LLY
Eli Lilly & CO

Healthcare
50.1K
+ 9.44%
$772.14 - $960.02 $38.7M - $48.1M
581K $514M
OEF
Ishares S&P 100 ETF

ETFs
127K
+ 390.54%
$266.03 - $266.03 $33.9M - $33.9M
160K $42.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
125K
+ 16.26%
$162.83 - $179.16 $20.3M - $22.3M
891K $160M
MA
Mastercard Inc

Financial Services
31.2K
+ 9.1%
$429.6 - $500.99 $13.4M - $15.6M
374K $184M
CRM
Salesforce, Inc.

Technology
93.8K
+ 20.4%
$238.42 - $276.53 $22.4M - $25.9M
554K $152M
NEE
Nextera Energy Inc

Utilities
207K
+ 19.66%
$69.9 - $84.97 $14.5M - $17.6M
1.26M $107M
WMT
Walmart Inc.

Consumer Defensive
125K
+ 7.75%
$66.91 - $81.4 $8.35M - $10.2M
1.73M $140M
CB
Chubb LTD

Financial Services
80.5K
+ 37.52%
$252.51 - $292.2 $20.3M - $23.5M
295K $85.1M
MCD
Mcdonalds Corp

Consumer Cyclical
28K
+ 6.66%
$245.82 - $304.51 $6.88M - $8.53M
449K $137M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
305K
+ 9.73%
$48.51 - $52.86 $14.8M - $16.1M
3.43M $182M
TMO
Thermo Fisher Scientific Inc.

Healthcare
30.7K
+ 20.36%
$531.86 - $624.21 $16.3M - $19.2M
181K $112M
SPGI
S&P Global Inc.

Financial Services
34.7K
+ 23.59%
$446.32 - $527.38 $15.5M - $18.3M
182K $94M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
361K
+ 14.52%
$41.9 - $48.26 $15.1M - $17.4M
2.85M $136M
Activity Summary
Buys All Purchases 2066 New Holdings 405 Increased Positions 1661 Sells All Sells 363 Reductions 363 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