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
VTRS
Viatris Inc

Healthcare
51.3K
+ 5.16%
$11.32 - $13.37 $581K - $686K
1.04M $13M
ENB
Enbridge Inc

Energy
26.3K
+ 13.78%
$40.4 - $43.92 $1.06M - $1.16M
217K $9.21M
PINS
Pinterest, Inc.

Communication Services
55.4K
+ 105.86%
$28.24 - $34.15 $1.57M - $1.89M
108K $3.13M
AYI
Acuity Brands Inc

Industrials
4.75K
+ 189.5%
$292.13 - $333.45 $1.39M - $1.58M
7.25K $2.12M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
12.7K
+ 2.05%
$442.29 - $483.08 $5.62M - $6.14M
634K $287M
MUB
Ishares National Muni Bond ETF

ETFs
27.3K
+ 3.74%
$105.78 - $108.7 $2.88M - $2.96M
756K $80.5M
SQ
Block, Inc.

Technology
8.4K
+ 22.48%
$65.06 - $98.92 $547K - $831K
45.8K $3.89M
PWZ
Invesco California Amt Free Mu

ETFs
56.1K
+ 223.48%
$24.49 - $25.25 $1.37M - $1.42M
81.1K $2M
KEY
Keycorp

Financial Services
75.5K
+ 38.65%
$16.21 - $19.97 $1.22M - $1.51M
271K $4.64M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
3.66K
+ 4.37%
$180.39 - $205.43 $659K - $751K
87.2K $16.5M
IVZ
Invesco Ltd.

Financial Services
77.9K
+ 10.79%
$16.78 - $18.63 $1.31M - $1.45M
800K $14M
FATE
Fate Therapeutics Inc

Healthcare
807K
+ 4953.62%
$1.61 - $3.35 $1.3M - $2.7M
823K $1.36M
LPLA
Lpl Financial Holdings Inc.

Financial Services
802
+ 7.26%
$229.85 - $335.91 $184K - $269K
11.8K $3.87M
LDOS
Leidos Holdings, Inc.

Technology
10.9K
+ 73.51%
$143.17 - $201.39 $1.56M - $2.2M
25.8K $3.72M
EW
Edwards Lifesciences Corp

Healthcare
4.01K
+ 3.27%
$64.54 - $75.92 $259K - $305K
127K $9.39M
CFG
Citizens Financial Group Inc

Financial Services
6.24K
+ 1.67%
$39.92 - $48.46 $249K - $302K
380K $16.6M
DECK
Deckers Outdoor Corp

Consumer Cyclical
915
+ 3.79%
$152.04 - $211.12 $139K - $193K
25K $5.08M
OKTA
Okta, Inc.

Technology
12.3K
+ 22.65%
$71.81 - $86.11 $885K - $1.06M
66.7K $5.26M
NBIX
Neurocrine Biosciences Inc

Healthcare
2.71K
+ 6.95%
$111.62 - $139.44 $303K - $378K
41.7K $5.7M
CIEN
Ciena Corp

Technology
1.02K
+ 2.13%
$61.45 - $91.14 $62.9K - $93.2K
49K $4.15M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.07K
+ 0.88%
$178.39 - $215.0 $191K - $230K
122K $23.6M
DXCM
Dexcom Inc

Healthcare
6.84K
+ 11.39%
$65.68 - $81.01 $449K - $554K
66.9K $5.2M
IBM
International Business Machines Corp

Technology
7.02K
+ 2.34%
$204.9 - $238.04 $1.44M - $1.67M
307K $67.4M
EVR
Evercore Inc.

Financial Services
2.23K
+ 9.62%
$247.66 - $315.67 $552K - $704K
25.4K $7.04M
HWM
Howmet Aerospace Inc.

Industrials
5.95K
+ 10.75%
$99.72 - $120.09 $594K - $715K
61.3K $6.71M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.27K
+ 4.24%
$129.13 - $198.21 $164K - $252K
31.2K $5.78M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
747
+ 1.66%
$47.29 - $84.74 $35.3K - $63.3K
45.7K $3.4M
XLF
Financial Sector Spdr

ETFs
9.64K
+ 4.34%
$44.89 - $51.34 $433K - $495K
232K $11.2M
SCHO
Schwab Short Term Us Treasury

ETFs
53.4K
+ 862.41%
$24.06 - $48.88 $1.29M - $2.61M
59.6K $1.43M
SRE
Sempra Energy

Utilities
7.29K
+ 6.22%
$80.81 - $94.77 $589K - $691K
125K $10.9M
HDV
Ishares Core High Dividend ETF

ETFs
12K
+ 27.29%
$110.82 - $121.28 $1.33M - $1.45M
55.8K $6.26M
MSMR
ETF Ser Solutions Mcelhenny Sh

ETFs
36.4K
+ 414.18%
$29.48 - $31.5 $1.07M - $1.15M
45.2K $1.37M
TXN
Texas Instruments Inc

Technology
5.67K
+ 1.5%
N/A
384K $74.7M
FDX
Fedex Corp

Industrials
2.18K
+ 3.6%
$260.5 - $305.15 $567K - $664K
62.5K $17.6M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
4.95K
+ 10.83%
$174.04 - $205.27 $862K - $1.02M
50.7K $9.15M
ARCC
Ares Capital Corp

Financial Services
32.6K
+ 8.77%
$20.74 - $22.27 $676K - $726K
404K $8.85M
IWP
Ishares Russell Mid Cap Growth

ETFs
4.58K
+ 8.94%
$116.4 - $138.52 $533K - $634K
55.8K $7.07M
ALK
Alaska Air Group, Inc.

Industrials
1.14K
+ 2.29%
$42.48 - $67.6 $48.3K - $76.9K
50.8K $3.29M
SSNC
Ss&C Technologies Holdings Inc

Technology
12.4K
+ 19.37%
$69.93 - $77.36 $867K - $959K
76.4K $5.79M
XLI
Industrial Sector Spdr

ETFs
11.3K
+ 8.95%
$131.76 - $143.99 $1.49M - $1.63M
138K $18.2M
KEYS
Keysight Technologies, Inc.

Technology
6.28K
+ 62.84%
$149.01 - $172.53 $936K - $1.08M
16.3K $2.61M
XLY
Select Sector Spdr Consumer Di

ETFs
2.64K
+ 14.65%
$194.8 - $239.43 $514K - $632K
20.7K $4.63M
KD
Kyndryl Holdings, Inc.

Technology
18.7K
+ 58.24%
$22.43 - $35.79 $420K - $671K
50.9K $1.76M
DSI
Ishares Msci Kld 400 Social Et

ETFs
5.73K
+ 2.17%
$107.41 - $115.71 $615K - $663K
270K $29.7M
COIN
Coinbase Global, Inc.

Technology
98
+ 0.69%
$163.17 - $343.62 $16K - $33.7K
14.2K $3.53M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
27K
+ 254.93%
$35.71 - $38.39 $964K - $1.04M
37.6K $1.39M
SLV
I Shares Silver Trust

ETFs
57.3K
+ 23.72%
$26.33 - $31.74 $1.51M - $1.82M
299K $7.86M
XLC
Select Sector Spdr Tr Communic

ETFs
8.66K
+ 34.11%
$89.66 - $102.16 $777K - $885K
34.1K $3.3M
JHG
Janus Henderson Group PLC

Financial Services
21.7K
+ 127.39%
$37.65 - $45.66 $817K - $991K
38.8K $1.65M
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
Track This Portfolio

Track Cerity Partners LLC Portfolio

Follow Cerity Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cerity Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerity Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email