Cerity Partners LLC Incresed Positions in Q1 2025

Cerity Partners LLC

  • $48.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
3.19K
+ 4.12%
$185.78 - $198.58 $592K - $633K
80.6K $15.4M
AWI
Armstrong World Industries Inc

Industrials
4.17K
+ 24.85%
$136.0 - $154.19 $566K - $642K
20.9K $2.95M
CCK
Crown Holdings Inc

Consumer Cyclical
4.79K
+ 21.74%
$78.77 - $91.74 $377K - $439K
26.8K $2.39M
JKHY
Henry Jack & Associates Inc

Technology
2.81K
+ 35.61%
$166.47 - $191.28 $468K - $537K
10.7K $1.95M
ZION
Zions Bancorporation, National Association

Financial Services
14.1K
+ 46.79%
$47.0 - $59.03 $664K - $834K
44.3K $2.21M
HEFA
Ishares Currency Hedged Msci E

ETFs
8.56K
+ 5.1%
$34.83 - $37.52 $298K - $321K
176K $6.4M
XLI
Industrial Sector Spdr

ETFs
5.07K
+ 3.68%
$128.78 - $141.67 $653K - $719K
143K $18.8M
TPYP
Managed Portfolio Ser Tortoise

ETFs
86
+ 0.04%
$34.32 - $37.26 $2.95K - $3.2K
244K $8.89M
DUOL
Duolingo, Inc.

Technology
4.06K
+ 7.88%
$272.49 - $441.39 $1.11M - $1.79M
55.6K $17.3M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
5.37K
+ 9.05%
$99.16 - $99.52 $532K - $534K
64.7K $6.44M
WPC
W. P. Carey Inc.

Real Estate
5.05K
+ 18.93%
$53.5 - $65.05 $270K - $328K
31.7K $2M
SNA
Snap On Inc

Industrials
1.75K
+ 10.42%
$324.09 - $358.62 $566K - $626K
18.5K $6.23M
CPT
Camden Property Trust

Real Estate
342
+ 0.44%
$109.16 - $125.53 $37.3K - $42.9K
78.5K $9.6M
LYFT
Lyft, Inc.

Technology
55.4K
+ 44.72%
$11.27 - $15.12 $624K - $838K
179K $2.13M
RMBS
Rambus Inc

Technology
10.4K
+ 68.76%
$51.55 - $68.59 $534K - $711K
25.4K $1.32M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.01K
+ 4.73%
$44.72 - $46.25 $358K - $371K
177K $8.17M
DGX
Quest Diagnostics Inc

Healthcare
3.72K
+ 9.65%
N/A
42.3K $5.8M
CSIQ
Canadian Solar Inc.

Technology
129K
+ 52.24%
$8.65 - $13.29 $1.11M - $1.71M
375K $3.24M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
5.27K
+ 8.9%
$42.3 - $53.69 $223K - $283K
64.6K $3.36M
CVLT
Commvault Systems Inc

Technology
3.07K
+ 108.82%
$146.82 - $187.9 $451K - $577K
5.89K $929K
KT
Kt Corp

Communication Services
23K
+ 52.69%
$15.57 - $18.63 $359K - $429K
66.8K $1.18M
FAF
First American Financial Corp

Financial Services
6.37K
+ 23.91%
$57.7 - $66.47 $368K - $424K
33K $2.17M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
275
+ 0.82%
$43.79 - $57.46 $12K - $15.8K
33.9K $1.94M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
359
+ 217.58%
$1227.6 - $1458.46 $441K - $524K
524 $707K
IGF
Ishares Global Infrastructure

ETFs
8.56K
+ 70.64%
$51.96 - $54.84 $445K - $469K
20.7K $1.13M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
8.22K
+ 67.01%
$68.37 - $87.97 $562K - $723K
20.5K $1.4M
PYCR
Paycor Hcm, Inc.

Technology
16K
+ 45.73%
$18.34 - $22.86 $294K - $366K
51K $1.15M
TCBI
Texas Capital Bancshares Inc

Financial Services
6.81K
+ 180.22%
$70.86 - $83.85 $482K - $571K
10.6K $790K
WPM
Wheaton Precious Metals Corp.

Basic Materials
1.06K
+ 5.51%
$55.75 - $77.63 $59K - $82.1K
20.3K $1.57M
AM
Antero Midstream Corp

Energy
551
+ 0.33%
$15.47 - $18.04 $8.52K - $9.94K
166K $2.99M
CSX
Csx Corp

Industrials
43.2K
+ 15.74%
$29.11 - $33.67 $1.26M - $1.45M
318K $9.35M
PHG
Koninklijke Philips Nv

Healthcare
18.9K
+ 30.56%
$24.92 - $28.61 $471K - $541K
80.8K $2.05M
PKX
Posco Holdings Inc.

Basic Materials
8.78K
+ 59.94%
$39.82 - $55.32 $349K - $485K
23.4K $1.11M
CMF
Ishares California Muni Bond E

ETFs
12.4K
+ 5.56%
$55.93 - $57.47 $695K - $714K
236K $13.3M
PEG
Public Service Enterprise Group Inc

Utilities
8.44K
+ 8.43%
$78.2 - $90.39 $660K - $763K
109K $8.94M
VOD
Vodafone Group Public LTD CO

Communication Services
46.9K
+ 115.14%
$8.05 - $9.86 $377K - $462K
87.6K $820K
WYNN
Wynn Resorts LTD

Consumer Cyclical
7.39K
+ 12.81%
$77.0 - $93.47 $569K - $691K
65.1K $5.43M
REXR
Rexford Industrial Realty, Inc.

Real Estate
11.2K
+ 27.93%
$37.17 - $41.44 $416K - $463K
51.2K $2M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
801
+ 0.74%
$48.65 - $53.06 $39K - $42.5K
109K $5.67M
NICE
Nice Ltd.

Technology
3.58K
+ 55.98%
$139.18 - $178.5 $499K - $640K
9.99K $1.54M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
6.36K
+ 12.82%
$61.23 - $63.33 $389K - $402K
55.9K $3.52M
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
4.42K
+ 139.8%
$74.5 - $92.3 $329K - $408K
7.58K $691K
TCOM
Trip.Com Group LTD

Consumer Cyclical
7.93K
+ 57.76%
$56.68 - $73.5 $449K - $583K
21.7K $1.38M
MSTR
Microstrategy Inc

Technology
1.55K
+ 13.17%
$239.27 - $396.5 $370K - $613K
13.3K $3.83M
FNDF
Schwab Fundamental Intl Large

ETFs
3.55K
+ 3.45%
$32.9 - $37.45 $117K - $133K
106K $3.85M
VOOV
Vanguard S&P 500 Value ETF

ETFs
2.37K
+ 9.79%
$179.71 - $192.06 $425K - $455K
26.5K $4.89M
WWD
Woodward, Inc.

Industrials
1.38K
+ 12.82%
$171.38 - $195.22 $237K - $270K
12.2K $2.22M
ZS
Zscaler, Inc.

Technology
68
+ 0.3%
$181.66 - $216.87 $12.4K - $14.7K
22.9K $4.55M
SEB
Seaboard Corp

Industrials
3
+ 0.19%
$2422.16 - $2992.67 $7.27K - $8.98K
1.56K $4.2M
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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