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
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
84.9K
+ 949.29%
$99.04 - $109.59 $8.41M - $9.3M
93.8K $9.34M
C
Citigroup Inc

Financial Services
23.1K
+ 2.68%
$61.31 - $72.5 $1.41M - $1.67M
884K $62.2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
435K
+ 15.26%
$44.04 - $49.49 $19.1M - $21.5M
3.28M $145M
POWL
Powell Industries Inc

Industrials
37.3K
+ 2516.54%
$221.65 - $352.37 $8.26M - $13.1M
38.8K $8.59M
CRVL
Corvel Corp

Financial Services
78.6K
+ 3322.32%
$111.26 - $370.61 $8.75M - $29.1M
81K $9.01M
BX
Blackstone Inc.

Financial Services
3.93K
+ 1.04%
$148.45 - $199.05 $583K - $782K
383K $66.1M
IEMG
Ishares Inc

ETFs
143K
+ 3.79%
N/A
3.92M $210M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
126K
+ 21.34%
$74.5 - $78.37 $9.39M - $9.88M
717K $53.6M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
161K
+ 1976.33%
$45.07 - $47.1 $7.26M - $7.59M
169K $7.65M
PNW
Pinnacle West Capital Corp

Utilities
85.2K
+ 996.65%
$84.03 - $94.52 $7.16M - $8.05M
93.8K $7.95M
DFAE
Dimensional ETF Tr

ETFs
326K
+ 57.31%
$25.36 - $28.15 $8.27M - $9.18M
895K $22.7M
JLL
Jones Lang Lasalle Inc

Real Estate
28.2K
+ 1387.89%
$246.93 - $283.67 $6.96M - $8M
30.2K $7.65M
LKQ
Lkq Corp

Consumer Cyclical
193K
+ 956.26%
$36.0 - $39.99 $6.95M - $7.72M
213K $7.83M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
255K
+ 18.22%
$58.88 - $64.8 $15M - $16.5M
1.65M $97.5M
SUB
Ishares Short Term National Mu

ETFs
66K
+ 19.68%
$104.94 - $106.2 $6.92M - $7.01M
401K $42.3M
GS
Goldman Sachs Group Inc

Financial Services
897
+ 1.13%
$486.1 - $608.57 $436K - $546K
80.3K $46M
VV
Vanguard Large Cap ETF

ETFs
22.3K
+ 21.66%
$260.27 - $280.65 $5.8M - $6.25M
125K $33.8M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
124K
+ 46.42%
$56.06 - $61.35 $6.96M - $7.62M
392K $22.1M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
104K
+ 8.16%
$77.86 - $79.27 $8.11M - $8.26M
1.38M $108M
F
Ford Motor CO

Consumer Cyclical
660K
+ 203.67%
$9.69 - $11.4 $6.4M - $7.52M
984K $9.74M
SCHX
Schwab Strategic Tr Us Large C

ETFs
12.2M
+ 196.9%
$22.4 - $68.28 $274M - $836M
18.5M $428M
ONON
On Holding Ag

Consumer Cyclical
45.9K
+ 6.39%
$46.3 - $59.54 $2.13M - $2.74M
765K $41.9M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
103K
+ 4.5%
$81.68 - $82.93 $8.43M - $8.56M
2.4M $197M
OEF
Ishares S&P 100 ETF

ETFs
20.8K
+ 13.02%
N/A
181K $48.1M
COP
Conocophillips

Energy
70.5K
+ 26.39%
$95.12 - $114.72 $6.71M - $8.09M
338K $33.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
33.7K
+ 17.21%
$183.23 - $199.79 $6.18M - $6.74M
230K $42.5M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
429K
+ 240.07%
$22.63 - $47.53 $9.71M - $20.4M
608K $13.8M
CMF
Ishares California Muni Bond E

ETFs
92.6K
+ 70.63%
$56.66 - $58.1 $5.25M - $5.38M
224K $12.8M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
43.3K
+ 7.65%
$126.68 - $134.74 $5.48M - $5.83M
609K $77.7M
TWLO
Twilio Inc

Communication Services
21.4K
+ 32.77%
$63.73 - $114.96 $1.36M - $2.45M
86.5K $9.35M
EFV
Msci Eafe Value ETF

ETFs
102K
+ 123.01%
$51.78 - $57.15 $5.3M - $5.85M
185K $9.73M
FTNT
Fortinet, Inc.

Technology
3.07K
+ 1.12%
$76.49 - $99.21 $235K - $305K
277K $26.2M
BMY
Bristol Myers Squibb CO

Healthcare
11.4K
+ 1.28%
$51.92 - $59.94 $592K - $683K
903K $51.1M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
11.2K
+ 16.07%
$417.69 - $450.94 $4.68M - $5.05M
80.8K $34.4M
PM
Philip Morris International Inc.

Consumer Defensive
43.1K
+ 17.1%
$118.38 - $133.06 $5.1M - $5.73M
295K $35.5M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
162K
+ 13.17%
$36.54 - $37.53 $5.93M - $6.09M
1.39M $51.3M
EFG
Msci Eafe Growth ETF

ETFs
53K
+ 250.68%
$96.83 - $106.88 $5.13M - $5.66M
74.1K $7.18M
CVX
Chevron Corp

Energy
52.3K
+ 4.53%
$141.15 - $162.53 $7.38M - $8.5M
1.21M $175M
BA
Boeing CO

Industrials
9.99K
+ 8.9%
$138.14 - $180.72 $1.38M - $1.81M
122K $21.6M
AXP
American Express CO

Financial Services
1.92K
+ 1.27%
$267.35 - $305.57 $513K - $586K
153K $45.3M
USRT
Ishares Core U.S. Reit ETF

ETFs
95.3K
+ 37.25%
$55.97 - $62.75 $5.33M - $5.98M
351K $20.1M
IEF
Ishares Barclays

ETFs
94.5K
+ 12.21%
$92.08 - $98.18 $8.7M - $9.28M
869K $80.3M
PGR
Progressive Corp

Financial Services
27.2K
+ 16.96%
$239.6 - $268.88 $6.51M - $7.31M
187K $44.9M
IWR
Ishares Russell Mid Cap ETF

ETFs
45K
+ 6.51%
$87.25 - $95.52 $3.93M - $4.3M
736K $65.1M
IWM
Ishares Russell 2000 ETF

ETFs
18.4K
+ 3.49%
$216.13 - $242.4 $3.98M - $4.46M
546K $121M
VONG
Vanguard Russell 1000 Growth E

ETFs
19K
+ 6.19%
$95.27 - $107.82 $1.81M - $2.05M
327K $33.8M
GRMN
Garmin LTD

Technology
12.9K
+ 29.91%
$161.91 - $220.77 $2.08M - $2.84M
55.9K $11.5M
DFSV
Dimensional ETF Tr Dimensional

ETFs
127K
+ 19.1%
$30.18 - $33.87 $3.82M - $4.29M
789K $24.3M
SCHA
Schwab Strategic Tr Us Small C

ETFs
2.39M
+ 105.56%
$25.33 - $51.16 $60.4M - $122M
4.65M $120M
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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