Cerity Partners LLC Incresed Positions in Q2 2025

Cerity Partners LLC

  • $55.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
104K
+ 0.96%
$94.31 - $157.99 $9.8M - $16.4M
10.9M $1.72B
MSFT
Microsoft Corp

Technology
74.2K
+ 2.05%
$354.56 - $497.45 $26.3M - $36.9M
3.69M $1.84B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
383K
+ 9.83%
$456.74 - $568.03 $175M - $218M
4.28M $2.43B
AVGO
Broadcom Inc.

Technology
22.4K
+ 0.78%
$146.29 - $275.65 $3.28M - $6.18M
2.88M $794M
IVV
Ishares Core S&P 500 ETF

ETFs
196K
+ 9.5%
$498.8 - $620.9 $98M - $122M
2.26M $1.41B
IEFA
Ishares Tr

ETFs
1.85M
+ 18.8%
$67.83 - $84.09 $125M - $155M
11.7M $975M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.07M
+ 39.63%
$152.42 - $182.82 $162M - $195M
3.76M $687M
VEA
Vanguard Ftse Developed Market

ETFs
849K
+ 5.11%
$45.65 - $57.01 $38.8M - $48.4M
17.5M $997M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.27M
+ 50.84%
$90.56 - $109.49 $115M - $139M
3.75M $410M
AVLV
American Centy ETF Tr Avantis
2.19M
+ 12655.12%
$56.85 - $68.21 $124M - $149M
2.21M $151M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.3M
+ 110.43%
$100.35 - $100.71 $130M - $131M
2.47M $249M
GOOGL
Alphabet Inc.

Communication Services
150K
+ 4.5%
$144.7 - $178.6 $21.7M - $26.8M
3.48M $613M
GOOG
Alphabet Inc.

Communication Services
110K
+ 3.47%
$146.58 - $180.01 $16.2M - $19.9M
3.28M $582M
ORCL
Oracle Corp

Technology
20.5K
+ 2.01%
$122.82 - $218.63 $2.52M - $4.48M
1.04M $228M
VGIT
Vanguard Intermediate Term Tre

ETFs
1.3M
+ 51.4%
$58.63 - $59.9 $76.1M - $77.8M
3.83M $229M
SCHO
Schwab Short Term Us Treasury

ETFs
3.21M
+ 5194.31%
$24.19 - $24.45 $77.6M - $78.4M
3.27M $79.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
32.4K
+ 4.63%
$416.06 - $551.64 $13.5M - $17.9M
732K $404M
NFLX
Netflix Inc

Communication Services
22.4K
+ 20.34%
$855.86 - $1339.13 $19.2M - $30M
133K $178M
RSP
Invesco S&P 500 Equal Weight E

ETFs
330K
+ 24.05%
$152.93 - $181.74 $50.4M - $59.9M
1.7M $309M
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.1M
+ 225.26%
$24.21 - $29.47 $50.9M - $61.9M
3.04M $89.3M
VTI
Vanguard Total Stock Market Et

ETFs
40.3K
+ 2.47%
$243.75 - $303.93 $9.83M - $12.3M
1.67M $508M
APH
Amphenol Corp

Technology
124K
+ 9.14%
$59.09 - $98.75 $7.33M - $12.2M
1.48M $146M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
51.6K
+ 4.82%
$180.84 - $240.32 $9.33M - $12.4M
1.12M $270M
VO
Vanguard Mid Cap ETF

ETFs
129K
+ 16.27%
$228.54 - $279.83 $29.5M - $36.1M
921K $258M
COF
Capital One Financial Corp

Financial Services
210K
+ 201.06%
$150.57 - $212.76 $31.6M - $44.6M
314K $66.8M
CRWD
Crowd Strike Holdings, Inc.

Technology
8.13K
+ 2.92%
$321.63 - $509.31 $2.61M - $4.14M
286K $146M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
458K
+ 7.33%
$96.84 - $99.46 $44.4M - $45.6M
6.7M $665M
IQLT
Ishares Msci Intl Quality Fact

ETFs
740K
+ 19.08%
$35.9 - $43.76 $26.6M - $32.4M
4.62M $200M
SCHX
Schwab Strategic Tr Us Large C

ETFs
48.7K
+ 0.26%
$19.6 - $24.44 $955K - $1.19M
18.7M $458M
PLTR
Palantir Technologies Inc.

Technology
32.7K
+ 4.4%
$74.01 - $144.25 $2.42M - $4.71M
775K $106M
AVEM
American Centy ETF Tr Avantis

ETFs
320K
+ 13.94%
$53.08 - $68.54 $17M - $21.9M
2.62M $179M
SCHR
Schwab Intermediate Term Us Tr

ETFs
1.64M
+ 9015.72%
$24.54 - $25.07 $40.2M - $41M
1.65M $41.4M
TSLA
Tesla, Inc.

Consumer Cyclical
54.1K
+ 13.43%
$221.86 - $362.89 $12M - $19.6M
457K $145M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
99K
+ 1688.47%
$299.15 - $396.54 $29.6M - $39.3M
105K $41.6M
VUG
Vanguard Growth ETF

ETFs
31.2K
+ 8.57%
$329.49 - $438.4 $10.3M - $13.7M
395K $173M
MGK
Vanguard Mega Cap Growth ETF

ETFs
32K
+ 7.65%
$273.67 - $366.17 $8.75M - $11.7M
450K $165M
UBER
Uber Technologies, Inc

Technology
175K
+ 21.49%
$64.62 - $93.3 $11.3M - $16.3M
989K $92.3M
PANW
Palo Alto Networks Inc

Technology
18.5K
+ 2.17%
$152.44 - $204.64 $2.83M - $3.8M
873K $179M
DIS
Walt Disney CO

Communication Services
30.2K
+ 2.69%
$81.72 - $124.01 $2.47M - $3.75M
1.15M $143M
IDEV
Ishares Core Msci Intl Develop

ETFs
411K
+ 504.86%
$61.79 - $76.67 $25.4M - $31.5M
492K $37.4M
USRT
Ishares Core U.S. Reit ETF

ETFs
506K
+ 152.04%
$50.37 - $57.97 $25.5M - $29.4M
839K $47.5M
IWB
Ishares Tr Russell 1000 ETF

ETFs
11.6K
+ 1.57%
$272.36 - $339.57 $3.15M - $3.93M
749K $254M
VTV
Vanguard Value ETF

ETFs
140K
+ 18.54%
$153.67 - $176.74 $21.4M - $24.7M
893K $158M
GE
General Electric CO

Industrials
20.3K
+ 5.17%
$166.81 - $257.39 $3.38M - $5.22M
412K $106M
USVM
Victory Portfolios Ii Victorys

ETFs
250K
+ 22.41%
$69.28 - $84.0 $17.3M - $21M
1.36M $115M
NOW
Service Now, Inc.

Technology
6.03K
+ 6.87%
$721.65 - $1040.18 $4.35M - $6.28M
93.8K $96.5M
MBB
Ishares Tr

ETFs
275K
+ 601.16%
$91.41 - $94.22 $25.1M - $25.9M
321K $30.1M
MA
Mastercard Inc

Financial Services
33.6K
+ 9.28%
$479.92 - $590.74 $16.1M - $19.8M
396K $222M
DFAT
Dimensional ETF Tr U S Target

ETFs
410K
+ 59.42%
$44.8 - $53.97 $18.4M - $22.1M
1.1M $59.4M
Activity Summary
Buys All Purchases 1593 New Holdings 322 Increased Positions 1271 Sells All Sells 936 Reductions 936 Sold out 0 Options Calls 1 Puts 0
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