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
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
308K
+ 9.45%
$50.25 - $50.74 $15.5M - $15.6M
3.57M $181M
IQLT
Ishares Msci Intl Quality Fact

ETFs
146K
+ 3.41%
$37.37 - $41.82 $5.47M - $6.12M
4.43M $184M
VNQ
Vanguard Specialized Funds Van

ETFs
54K
+ 6.68%
$82.97 - $98.97 $4.48M - $5.35M
863K $84.1M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
266K
+ 2.99%
$24.86 - $26.33 $6.62M - $7.01M
9.17M $240M
AMP
Ameriprise Financial Inc

Financial Services
28.8K
+ 47.69%
$391.53 - $469.81 $11.3M - $13.5M
89.1K $41.9M
KO
Coca Cola CO

Consumer Defensive
131K
+ 16.3%
$62.69 - $73.01 $8.19M - $9.54M
932K $67M
WFG
West Fraser Timber Co., LTD

Basic Materials
139K
+ 127.96%
$74.68 - $97.37 $10.4M - $13.5M
247K $24.1M
VXF
Vanguard Extended Market ETF

ETFs
39.8K
+ 6.69%
$163.98 - $182.92 $6.52M - $7.28M
635K $115M
IBM
International Business Machines Corp

Technology
2.65K
+ 0.89%
$175.1 - $223.38 $464K - $592K
300K $66.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
79.2K
+ 16.28%
$117.9 - $128.2 $9.34M - $10.2M
566K $72.5M
VTV
Vanguard Value ETF

ETFs
40K
+ 7.36%
$159.75 - $174.57 $6.39M - $6.98M
584K $102M
NSC
Norfolk Southern Corp

Industrials
33.2K
+ 19.53%
$213.75 - $259.69 $7.1M - $8.63M
203K $50.5M
VZ
Verizon Communications Inc

Communication Services
207K
+ 16.51%
$38.89 - $45.0 $8.05M - $9.31M
1.46M $65.6M
ICE
Intercontinental Exchange, Inc.

Financial Services
56.4K
+ 27.78%
$136.93 - $162.81 $7.72M - $9.18M
259K $41.7M
HON
Honeywell International Inc

Industrials
80K
+ 20.35%
$196.73 - $220.21 $15.7M - $17.6M
473K $97.8M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
26.2K
+ 2.5%
$175.46 - $203.3 $4.6M - $5.33M
1.07M $218M
TT
Trane Technologies PLC

Industrials
25K
+ 40.36%
$314.21 - $388.71 $7.87M - $9.74M
87.1K $33.9M
PFE
Pfizer Inc

Healthcare
412K
+ 26.24%
$27.7 - $31.39 $11.4M - $12.9M
1.98M $57.4M
IWM
Ishares Russell 2000 ETF

ETFs
18.3K
+ 3.59%
$200.87 - $224.6 $3.67M - $4.11M
528K $117M
FTI
Technip Fmc PLC

Energy
498K
+ 121.26%
$23.46 - $29.5 $11.7M - $14.7M
909K $23.8M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
29.2K
+ 14.63%
$460.0 - $505.78 $13.4M - $14.8M
229K $107M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
130K
+ 11.37%
$76.94 - $79.54 $10M - $10.4M
1.28M $101M
AXP
American Express CO

Financial Services
29K
+ 23.85%
$225.92 - $271.17 $6.56M - $7.87M
151K $40.9M
WLK
Westlake Corp

Basic Materials
79.8K
+ 128.45%
$133.5 - $150.97 $10.7M - $12M
142K $21.3M
ISRG
Intuitive Surgical Inc

Healthcare
13.2K
+ 10.47%
$416.14 - $494.01 $5.49M - $6.52M
139K $68.4M
DFIV
Dimensional ETF Tr

ETFs
195K
+ 8.57%
$34.66 - $38.38 $6.77M - $7.49M
2.47M $94.2M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
64.4K
+ 334.56%
$150.01 - $182.29 $9.65M - $11.7M
83.6K $15.2M
SKY
Skyline Champion Corp

Consumer Cyclical
103K
+ 118.83%
$65.6 - $95.65 $6.72M - $9.8M
189K $17.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
49.9K
+ 4.4%
$77.02 - $85.06 $3.84M - $4.24M
1.18M $100M
AMT
American Tower Corp

Real Estate
34.7K
+ 36.66%
$192.27 - $242.73 $6.67M - $8.42M
129K $30.1M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
354K
+ 72.73%
$25.45 - $29.53 $9.02M - $10.5M
842K $24.6M
CVCO
Cavco Industries Inc.

Consumer Cyclical
22.5K
+ 91.77%
$335.64 - $444.2 $7.54M - $9.97M
46.9K $20.1M
SYK
Stryker Corp

Healthcare
19.5K
+ 9.03%
$315.94 - $371.96 $6.16M - $7.25M
235K $85M
ADP
Automatic Data Processing Inc

Industrials
18.8K
+ 11.36%
$233.44 - $279.45 $4.39M - $5.25M
184K $51M
PANW
Palo Alto Networks Inc

Technology
29.1K
+ 7.11%
$294.18 - $368.01 $8.57M - $10.7M
439K $150M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
42.7K
+ 4.95%
$77.23 - $87.97 $3.3M - $3.76M
905K $78.6M
BSX
Boston Scientific Corp

Healthcare
80.3K
+ 12.72%
$72.96 - $84.0 $5.86M - $6.75M
712K $59.7M
MGK
Vanguard Mega Cap Growth ETF

ETFs
25.2K
+ 7.06%
$285.48 - $330.24 $7.2M - $8.33M
382K $123M
VGT
Vanguard Information Technolog

ETFs
14K
+ 5.48%
$514.43 - $606.85 $7.2M - $8.49M
269K $158M
GOOG
Alphabet Inc.

Communication Services
278K
+ 12.63%
$149.54 - $192.66 $41.6M - $53.6M
2.48M $415M
PLTR
Palantir Technologies Inc.

Technology
163K
+ 42.43%
$24.09 - $37.95 $3.92M - $6.18M
546K $20.3M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
202K
+ 49.12%
$48.06 - $49.39 $9.7M - $9.97M
613K $30.2M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
44.1K
+ 1.06%
$31.05 - $34.29 $1.37M - $1.51M
4.19M $144M
ETN
Eaton Corp PLC

Industrials
25.4K
+ 29.96%
$272.52 - $333.02 $6.93M - $8.47M
110K $36.6M
WEC
Wec Energy Group, Inc.

Utilities
96.5K
+ 264.94%
$77.68 - $96.19 $7.5M - $9.28M
133K $12.8M
SBUX
Starbucks Corp

Consumer Cyclical
36.8K
+ 11.61%
$72.51 - $98.6 $2.67M - $3.63M
354K $34.5M
PLD
Prologis, Inc.

Real Estate
59.6K
+ 36.97%
$111.95 - $132.43 $6.67M - $7.89M
221K $27.9M
IQV
Iqvia Holdings Inc.

Healthcare
10.5K
+ 3.67%
$206.81 - $251.55 $2.17M - $2.64M
297K $70.3M
XEL
Xcel Energy Inc

Utilities
121K
+ 79.36%
$52.11 - $65.3 $6.29M - $7.88M
273K $17.8M
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
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