Cerity Partners LLC Incresed Positions in Q4 2024

Cerity Partners LLC

  • $45.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BAUG
Innovator U.S. Equity Buffer E
962
+ 0.87%
N/A
111K $0
UHALB
Amerco Com Ser N
395
+ 7.89%
N/A
5.4K $0
MKC-V
Mc Cormick & Company, Incorporated

Consumer Defensive
122
+ 1.22%
N/A
10.1K $0
Smurfit Westrock PLC
3.93K
+ 17.26%
N/A
26.7K $0
New Amer High Income Fd Inc
426
+ 1.05%
N/A
40.9K $0
CLTL
Invesco ETF Tr Ii Treas Collat

ETFs
50
+ 1.15%
N/A
4.39K $0
Neumora Therapeutics Inc.
1.01K
+ 0.41%
N/A
244K $0
Natwest Group PLC
30.4K
+ 36.0%
N/A
115K $0
Cava Group Inc
3.79K
+ 32.94%
N/A
15.3K $0
Blue Owl Cap Corp Iii
129K
+ 66.55%
N/A
322K $0
Core Laboratories Inc
5.28K
+ 47.22%
N/A
16.5K $0
PDEC
Innovator U.S. Equity Power Bu
16.3K
+ 122.64%
N/A
29.5K $0
Bridger Aerospace Grp Hldgs
178K
+ 456.63%
N/A
217K $0
CRH.L
Crh PLC

Basic Materials
50.9K
+ 42.99%
N/A
169K $0
CRDA
Crawford & CO Class A

ETFs
4
+ 0.01%
N/A
55.9K $0
BFB
Brown Forman Corp Cl B
46.1K
+ 12.32%
N/A
421K $0
Veralto Corp
1.77K
+ 2.67%
N/A
68.3K $0
Corpay Inc
2.13K
+ 7.28%
N/A
31.4K $0
WOOD
Ishares Global Timber & Forest
711
+ 29.99%
N/A
3.08K $0
Fidelity Wise Origin Bitcoin
8.61K
+ 159.38%
N/A
14K $0
Ishares Bitcoin Trust ETF
154K
+ 81.96%
N/A
343K $0
Innovator Etfs Trust
102K
+ 276.41%
N/A
139K $0
FMX
Mexican Economic Development Inc

Consumer Defensive
1.46K
+ 15.37%
$84.71 - $99.68 $124K - $146K
11K $938K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
84
+ 3.68%
$98.47 - $109.35 $8.27K - $9.19K
2.37K $233K
CHE
Chemed Corp

Healthcare
110
+ 12.96%
$517.44 - $613.19 $56.9K - $67.5K
959 $508K
ACCD
Accolade, Inc.

Healthcare
5.99K
+ 11.21%
$3.15 - $4.04 $18.9K - $24.2K
59.4K $203K
IYK
Ishares U.S. Consumer Staples

ETFs
468
+ 6.97%
$65.32 - $70.92 $30.6K - $33.2K
7.19K $471K
PHYS
Sprott Physical Gold Trust

Financial Services
345
+ 0.79%
$19.66 - $21.66 $6.78K - $7.47K
44K $886K
ARKO
Arko Corp.

Consumer Cyclical
819
+ 3.96%
$6.5 - $7.33 $5.32K - $6K
21.5K $141K
DIVB
Ishares Tr U S Divid & Buyback

ETFs
47
+ 0.75%
$46.9 - $50.96 $2.2K - $2.4K
6.28K $297K
PWV
Invesco Exchange Traded Fd Tr

ETFs
7
+ 0.15%
$56.33 - $61.73 $394 - $432
4.61K $262K
URTH
Ishares Msci World ETF

ETFs
1
+ 0.02%
$153.73 - $162.67 $154 - $163
5.37K $835K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
2K
+ 3.81%
$11.12 - $11.98 $22.2K - $24K
54.5K $615K
BTA
Black Rock Long Term Municipal Advantage Trust

Financial Services
214
+ 1.87%
$9.75 - $10.91 $2.09K - $2.33K
11.7K $113K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
57
+ 2.83%
$260.96 - $307.26 $14.9K - $17.5K
2.07K $561K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
42
+ 0.37%
$15.43 - $16.42 $648 - $690
11.3K $174K
BVS
Bioventus Inc.

Healthcare
521
+ 4.91%
$10.5 - $13.71 $5.47K - $7.14K
11.1K $116K
SOXX
Ishares Semiconductor ETF

ETFs
380
+ 6.18%
$211.27 - $239.8 $80.3K - $91.1K
6.53K $1.41M
GGB
Gerdau S.A.

Basic Materials
2.42K
+ 8.01%
$2.88 - $3.61 $6.97K - $8.74K
32.7K $94K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
1.55K
+ 7.05%
$26.79 - $30.35 $41.4K - $47K
23.5K $637K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
154
+ 0.45%
$77.23 - $82.11 $11.9K - $12.6K
34.6K $2.69M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
140
+ 1.53%
$109.14 - $121.63 $15.3K - $17K
9.28K $1.02M
EPR
Epr Properties

Real Estate
1.71K
+ 8.97%
$43.17 - $49.39 $73.7K - $84.3K
20.7K $917K
HONE
Harbor One Bancorp, Inc.

Financial Services
41
+ 0.28%
$11.46 - $13.49 $470 - $553
14.7K $173K
CPNG
Coupang, Inc.

Consumer Cyclical
1.54K
+ 7.7%
$21.98 - $26.89 $33.8K - $41.4K
21.5K $472K
MTCH
Match Group, Inc.

Communication Services
8.46K
+ 14.7%
$30.29 - $38.64 $256K - $327K
66K $2.16M
ADC
Agree Realty Corp

Real Estate
2.22K
+ 6.09%
$69.44 - $77.65 $154K - $172K
38.6K $2.72M
ACEL
Accel Entertainment, Inc.

Consumer Cyclical
630
+ 2.1%
$10.51 - $12.35 $6.62K - $7.78K
30.7K $327K
UTZ
Utz Brands, Inc.

Consumer Defensive
35
+ 0.31%
$15.46 - $18.02 $541 - $631
11.3K $176K
Activity Summary
Buys All Purchases 1121 New Holdings 145 Increased Positions 976 Sells All Sells 1188 Reductions 1188 Sold out 0 Options Calls 0 Puts 0
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