Cerity Partners LLC New Holdings in Q2 2025

Cerity Partners LLC

  • $55.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
2.01M
New
$99.93 - $119.04 $201M - $240M
2.01M $217M
BAC
Bank Of America Corp

Financial Services
3.99M
New
$34.39 - $47.46 $137M - $189M
3.99M $189M
INTU
Intuit Inc

Technology
191K
New
$544.07 - $787.63 $104M - $150M
191K $150M
EFA
Ishares Tr Msci Eafe ETF

ETFs
1.62M
New
$72.96 - $90.39 $118M - $146M
1.62M $145M
ADP
Automatic Data Processing Inc

Industrials
238K
New
$276.76 - $326.81 $65.8M - $77.7M
238K $73.3M
RWL
Invesco Exchange Traded Fd Tr

ETFs
382K
New
$89.02 - $104.29 $34M - $39.9M
382K $39.9M
PAUG
Innovator U.S. Equity Power Bu

ETFs
741K
New
$35.3 - $40.46 $26.2M - $30M
741K $30M
GIII
G Iii Apparel Group LTD

Consumer Cyclical
416K
New
$20.54 - $29.09 $8.54M - $12.1M
416K $9.31M
HLX
Helix Energy Solutions Group Inc

Energy
1.3M
New
$5.98 - $8.5 $7.77M - $11M
1.3M $8.11M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
94.5K
New
$70.32 - $76.56 $6.64M - $7.23M
94.5K $7.23M
KNTK
Kinetik Holdings Inc.

Energy
82.5K
New
$40.12 - $53.83 $3.31M - $4.44M
82.5K $3.64M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
27.9K
New
$101.93 - $128.63 $2.84M - $3.59M
27.9K $3.59M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
389K
New
$7.6 - $8.89 $2.95M - $3.46M
389K $3.46M
AAON
Aaon, Inc.

Industrials
42.5K
New
$71.78 - $106.87 $3.05M - $4.55M
42.5K $3.14M
EEMA
Ishares Msci Emerging Markets

ETFs
35.3K
New
$64.59 - $83.0 $2.28M - $2.93M
35.3K $2.91M
GTO
Invesco Actively Managed ETF T

ETFs
58.8K
New
$45.73 - $47.2 $2.69M - $2.77M
58.8K $2.76M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
27.1K
New
$66.94 - $88.47 $1.82M - $2.4M
27.1K $2.25M
UJUL
Innovator U.S. Equity Ultra Bu

ETFs
54.3K
New
$31.44 - $36.79 $1.71M - $2M
54.3K $2M
BC
Brunswick Corp

Consumer Cyclical
35.9K
New
$41.93 - $58.37 $1.51M - $2.1M
35.9K $1.99M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
39.3K
New
$48.46 - $50.2 $1.9M - $1.97M
39.3K $1.95M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
53.8K
New
$29.52 - $35.31 $1.59M - $1.9M
53.8K $1.9M
MKSI
Mks Instruments Inc

Technology
16.9K
New
$58.78 - $100.27 $991K - $1.69M
16.9K $1.68M
TDC
Teradata Corp

Technology
69.4K
New
$19.2 - $23.59 $1.33M - $1.64M
69.4K $1.55M
AGZ
Ishares Agency Bond ETF

ETFs
12.8K
New
$108.32 - $109.92 $1.39M - $1.41M
12.8K $1.41M
RFDI
First Trust ETF Iii Riverfront

ETFs
17.8K
New
$58.95 - $73.36 $1.05M - $1.31M
17.8K $1.3M
VC
Visteon Corp

Consumer Cyclical
12.3K
New
$67.04 - $94.19 $826K - $1.16M
12.3K $1.15M
SMG
Scotts Miracle Gro CO

Basic Materials
17.3K
New
$48.21 - $66.48 $835K - $1.15M
17.3K $1.14M
IYF
Ishares Tr

ETFs
9.11K
New
$99.23 - $120.99 $904K - $1.1M
9.11K $1.1M
TTMI
Ttm Technologies Inc

Technology
25.3K
New
$17.57 - $40.82 $444K - $1.03M
25.3K $1.03M
PBF
Pbf Energy Inc.

Energy
46.4K
New
$14.37 - $24.39 $666K - $1.13M
46.4K $1M
ACT
Enact Holdings, Inc.

Financial Services
24.1K
New
$31.91 - $37.44 $770K - $904K
24.1K $896K
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
16.2K
New
$44.64 - $55.3 $722K - $894K
16.2K $893K
CELH
Celsius Holdings, Inc.

Consumer Defensive
19.2K
New
$33.89 - $46.39 $649K - $889K
19.2K $888K
LIVN
Liva Nova PLC

Healthcare
19.6K
New
$33.85 - $47.6 $664K - $933K
19.6K $882K
ALV
Autoliv Inc

Consumer Cyclical
7.55K
New
$76.77 - $113.1 $580K - $854K
7.55K $844K
DCO
Ducommun Inc

Industrials
9.95K
New
$53.5 - $86.27 $532K - $858K
9.95K $822K
XSMO
Invesco S&P Smallcap Momentum

ETFs
12K
New
$55.15 - $68.11 $663K - $819K
12K $817K
AVAV
Aero Vironment Inc

Industrials
2.85K
New
$111.65 - $284.95 $318K - $812K
2.85K $812K
MLNK
Meridian Link, Inc.

Technology
49.6K
New
$15.77 - $18.76 $782K - $931K
49.6K $805K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
16K
New
$37.77 - $48.45 $605K - $777K
16K $776K
HYDB
Ishares Tr Edge High Yield Def

ETFs
16.1K
New
$44.64 - $47.48 $721K - $766K
16.1K $766K
LPI
Laredo Petroleum, Inc.

Energy
15.8K
New
N/A
15.8K $765K
FDP
Fresh Del Monte Produce Inc

Consumer Defensive
23.6K
New
$29.61 - $35.32 $699K - $833K
23.6K $765K
PDI
Pimco Dynamic Income Fund

Financial Services
39.6K
New
$17.02 - $19.87 $674K - $787K
39.6K $751K
ADNT
Adient PLC

Consumer Cyclical
37.8K
New
$10.34 - $19.72 $391K - $746K
37.8K $735K
PPC
Pilgrims Pride Corp

Consumer Defensive
16.2K
New
$44.55 - $56.26 $720K - $910K
16.2K $727K
CXW
Core Civic, Inc.

Real Estate
34.4K
New
$19.06 - $23.06 $655K - $793K
34.4K $724K
PLAB
Photronics Inc

Technology
37.5K
New
$16.71 - $20.93 $627K - $785K
37.5K $706K
SCS
Steelcase Inc

Industrials
66.4K
New
$9.42 - $11.46 $625K - $761K
66.4K $692K
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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