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
DFAI
Dimensional ETF Tr

ETFs
80.8K
+ 17.41%
$28.02 - $34.71 $2.26M - $2.8M
545K $18.8M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
16.2K
+ 26.23%
$153.22 - $199.8 $2.48M - $3.23M
77.9K $14.6M
DELL
Dell Technologies Inc.

Technology
22.8K
+ 47.97%
$71.63 - $125.98 $1.64M - $2.88M
70.5K $8.64M
WDC
Western Digital Corp

Technology
31.2K
+ 32.11%
$30.54 - $63.99 $953K - $2M
128K $8.21M
IVE
Ishares S&P 500 Value ETF

ETFs
19.9K
+ 24.66%
$168.34 - $195.42 $3.34M - $3.88M
100K $19.6M
MCK
Mckesson Corp

Healthcare
1.17K
+ 2.06%
$652.83 - $732.78 $763K - $856K
57.8K $42.3M
DAL
Delta Air Lines, Inc.

Industrials
50K
+ 15.85%
$35.88 - $52.99 $1.8M - $2.65M
366K $18M
HCA
Hca Healthcare, Inc.

Healthcare
7.98K
+ 25.89%
$317.61 - $387.52 $2.54M - $3.09M
38.8K $14.9M
CRVL
Corvel Corp

Financial Services
47.9K
+ 59.4%
$102.11 - $118.66 $4.9M - $5.69M
129K $13.2M
OSK
Oshkosh Corp

Industrials
25.4K
+ 38.55%
$79.17 - $113.62 $2.01M - $2.88M
91.1K $10.3M
IJK
Ishares S&P Midcap 400 Growth

ETFs
71
+ 0.01%
$73.7 - $90.98 $5.23K - $6.46K
531K $48.3M
DFUS
Dimensional ETF Tr U S Equity

ETFs
5.54K
+ 0.97%
$53.65 - $67.02 $297K - $371K
575K $38.5M
WSM
Williams Sonoma Inc

Consumer Cyclical
23.3K
+ 51.57%
$137.62 - $174.44 $3.21M - $4.07M
68.5K $11.2M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
95.9K
+ 3.25%
$27.29 - $29.28 $2.62M - $2.81M
3.05M $89.2M
CW
Curtiss Wright Corp

Industrials
5.52K
+ 75.6%
$283.18 - $488.55 $1.56M - $2.7M
12.8K $6.26M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
42.7K
+ 5.39%
$75.05 - $77.34 $3.21M - $3.31M
836K $64.6M
NWSA
News Corp

Communication Services
124K
+ 150.11%
$23.97 - $29.72 $2.97M - $3.68M
207K $6.14M
ERIE
Erie Indemnity CO

Financial Services
11.8K
+ 407.7%
$340.45 - $423.93 $4M - $4.98M
14.6K $5.07M
VMC
Vulcan Materials CO

Basic Materials
12.4K
+ 52.94%
$226.49 - $276.01 $2.8M - $3.41M
35.7K $9.31M
FISV
Fiserv Inc

Technology
30.8K
+ 6.46%
N/A
507K $63.5M
LECO
Lincoln Electric Holdings Inc

Industrials
9.97K
+ 10.31%
$167.18 - $211.38 $1.67M - $2.11M
107K $22.1M
ROK
Rockwell Automation, Inc

Industrials
5.93K
+ 23.64%
$218.97 - $332.17 $1.3M - $1.97M
31K $10.3M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
37.6K
+ 2.68%
$77.94 - $79.5 $2.93M - $2.99M
1.44M $115M
CTVA
Corteva, Inc.

Basic Materials
12.9K
+ 5.33%
$55.52 - $74.53 $715K - $959K
254K $19M
STRL
Sterling Construction CO Inc

Industrials
12.9K
+ 195.74%
$104.96 - $231.51 $1.36M - $2.99M
19.5K $4.5M
VIG
Vanguard Dividend Appreciation

ETFs
20.4K
+ 3.23%
N/A
651K $119M
NBIX
Neurocrine Biosciences Inc

Healthcare
25.4K
+ 76.18%
$87.54 - $128.18 $2.22M - $3.26M
58.8K $7.39M
MMM
3 M CO

Industrials
1.93K
+ 0.31%
$126.09 - $154.15 $243K - $297K
631K $96.1M
FTI
Technip Fmc PLC

Energy
81K
+ 25.55%
$23.18 - $35.33 $1.88M - $2.86M
398K $13.7M
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
69.1K
+ 100.6%
$67.83 - $92.33 $4.69M - $6.38M
138K $10M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
39.7K
+ 1.61%
$82.21 - $83.12 $3.27M - $3.3M
2.51M $208M
INTC
Intel Corp

Technology
175K
+ 16.44%
$18.13 - $22.69 $3.18M - $3.97M
1.24M $27.8M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
213K
+ 186.69%
$14.97 - $16.79 $3.19M - $3.57M
327K $5.47M
ITW
Illinois Tool Works Inc

Industrials
17.2K
+ 1.85%
$218.41 - $252.43 $3.75M - $4.34M
947K $234M
IDXX
Idexx Laboratories Inc

Healthcare
2.54K
+ 13.63%
$361.04 - $536.34 $917K - $1.36M
21.2K $11.4M
CYBR
Cyber Ark Software Ltd.

Technology
91
+ 0.18%
$305.98 - $406.88 $27.8K - $37K
50.5K $20.5M
FTNT
Fortinet, Inc.

Technology
1.95K
+ 0.56%
$84.71 - $108.69 $165K - $212K
350K $37M
VST
Vistra Corp.

Utilities
8.38K
+ 35.21%
$98.07 - $195.04 $822K - $1.63M
32.2K $6.24M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
7.13K
+ 2.45%
$108.87 - $133.04 $776K - $949K
299K $39.7M
MELI
Mercadolibre Inc

Consumer Cyclical
214
+ 4.94%
$1794.73 - $2613.63 $384K - $559K
4.55K $11.9M
RHI
Robert Half International Inc.

Industrials
96.3K
+ 240.3%
$40.31 - $54.71 $3.88M - $5.27M
136K $5.6M
AZN
Astrazeneca PLC

Healthcare
72.6K
+ 15.67%
$64.87 - $75.0 $4.71M - $5.45M
536K $37.4M
COIN
Coinbase Global, Inc.

Technology
1.4K
+ 8.61%
$151.47 - $375.07 $212K - $526K
17.7K $6.2M
INGR
Ingredion Inc

Consumer Defensive
25K
+ 238.1%
$123.22 - $140.95 $3.08M - $3.52M
35.5K $4.81M
SHOP
Shopify Inc.

Technology
12.5K
+ 12.77%
$76.89 - $115.35 $962K - $1.44M
110K $12.7M
NVS
Novartis Ag

Healthcare
1.38K
+ 0.41%
$101.96 - $121.01 $141K - $167K
339K $41M
XRAY
Dentsply Sirona Inc.

Healthcare
202K
+ 110.94%
$12.55 - $16.75 $2.54M - $3.39M
384K $6.1M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
34.3K
+ 3.09%
$19.1 - $23.83 $655K - $817K
1.14M $27.2M
ZS
Zscaler, Inc.

Technology
2.23K
+ 9.73%
$174.67 - $315.32 $390K - $703K
25.2K $7.9M
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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