Cerity Partners LLC Reduced Holdings in Q2 2025

Cerity Partners LLC

  • $55.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-136K
- 30.61%
$274.35 - $599.47 $37.2M - $81.3M
307K $95.9M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.06M
- 48.61%
$85.42 - $94.39 $90.6M - $100M
1.12M $105M
VLUE
Ishares Msci Usa Value Factor

ETFs
-700K
- 91.21%
$93.5 - $113.21 $65.4M - $79.2M
67.4K $7.63M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-530K
- 22.76%
$116.93 - $119.39 $62M - $63.3M
1.8M $214M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-602K
- 85.75%
$89.28 - $103.8 $53.8M - $62.5M
100K $10.4M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-629K
- 67.3%
$67.03 - $80.35 $42.2M - $50.6M
306K $24.4M
VOT
Vanguard Mid Cap Growth Index

ETFs
-166K
- 85.73%
$216.28 - $284.39 $36M - $47.3M
27.7K $7.88M
RODM
Hartford Multifactor Developed

ETFs
-1.49M
- 27.64%
$28.23 - $34.22 $42M - $50.9M
3.9M $133M
CVX
Chevron Corp

Energy
-21.8K
- 1.75%
$133.73 - $168.51 $2.91M - $3.67M
1.22M $175M
VNQ
Vanguard Specialized Funds Van

ETFs
-259K
- 29.99%
$79.79 - $91.42 $20.7M - $23.7M
605K $53.9M
PEP
Pepsico Inc

Consumer Defensive
-24.1K
- 2.51%
$128.02 - $151.37 $3.09M - $3.65M
938K $124M
APD
Air Products & Chemicals, Inc.

Basic Materials
-64.6K
- 38.17%
$248.61 - $294.96 $16.1M - $19M
105K $29.5M
BMY
Bristol Myers Squibb CO

Healthcare
-51.1K
- 5.59%
$44.12 - $59.6 $2.25M - $3.04M
863K $39.9M
CPB
Campbell Soup CO

Consumer Defensive
-176K
- 16.46%
$30.65 - $39.9 $5.39M - $7.02M
893K $27.4M
CVS
Cvs Health Corp

Healthcare
-216K
- 33.35%
$60.04 - $70.18 $13M - $15.2M
432K $29.8M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-893K
- 18.67%
$20.42 - $25.3 $18.2M - $22.6M
3.89M $98.4M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-904K
- 13.09%
$22.92 - $28.05 $20.7M - $25.4M
6M $168M
MCD
Mcdonalds Corp

Consumer Cyclical
-8.18K
- 1.66%
$285.55 - $321.23 $2.34M - $2.63M
484K $141M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-66.6K
- 27.28%
$99.37 - $134.05 $6.62M - $8.93M
177K $20.1M
COP
Conocophillips

Energy
-63.2K
- 15.54%
$82.66 - $106.1 $5.22M - $6.7M
343K $30.8M
CME
Cme Group Inc.

Financial Services
-49K
- 28.12%
$252.37 - $290.71 $12.4M - $14.2M
125K $34.5M
KMB
Kimberly Clark Corp

Consumer Defensive
-52K
- 17.24%
$126.84 - $145.22 $6.59M - $7.55M
250K $32.2M
EXC
Exelon Corp

Utilities
-201K
- 41.38%
$42.2 - $47.37 $8.49M - $9.53M
285K $12.4M
VHT
Vanguard Health Care ETF

ETFs
-32.5K
- 27.52%
$236.71 - $261.92 $7.69M - $8.51M
85.5K $21.2M
SLB
Schlumberger Limited

Energy
-175K
- 43.21%
$31.95 - $42.2 $5.58M - $7.37M
230K $7.76M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-26.1K
- 0.46%
$24.32 - $27.87 $635K - $728K
5.59M $148M
NMFC
New Mountain Finance Corp

Financial Services
-682K
- 19.77%
$9.11 - $11.09 $6.21M - $7.57M
2.77M $29.2M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-174K
- 69.39%
$49.18 - $50.17 $8.55M - $8.72M
76.7K $3.85M
UNP
Union Pacific Corp

Industrials
-25.9K
- 6.52%
$208.27 - $238.46 $5.4M - $6.18M
372K $85.5M
IEF
Ishares Barclays

ETFs
-90.8K
- 9.03%
$93.15 - $96.56 $8.46M - $8.77M
915K $87.6M
PSX
Phillips 66

Energy
-64.3K
- 46.13%
$92.87 - $125.73 $5.97M - $8.08M
75.1K $8.95M
STZ
Constellation Brands, Inc.

Consumer Defensive
-37K
- 35.24%
$160.0 - $195.62 $5.92M - $7.24M
68K $11.1M
META
Meta Platforms, Inc.

Communication Services
-261K
- 22.88%
$484.66 - $738.09 $127M - $193M
881K $650M
EVRG
Evergy, Inc.

Utilities
-117K
- 48.43%
$64.06 - $69.64 $7.5M - $8.15M
125K $8.59M
MHO
M/I Homes, Inc.

Consumer Cyclical
-68.9K
- 75.49%
$103.9 - $115.72 $7.16M - $7.98M
22.4K $2.51M
TIP
Ishares Tr Tips Bd ETF

ETFs
-68.1K
- 55.77%
$107.93 - $110.97 $7.35M - $7.56M
54K $5.94M
OKE
Oneok Inc

Energy
-53.3K
- 35.92%
$78.71 - $100.37 $4.2M - $5.35M
95.1K $7.76M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-66.7K
- 35.07%
$100.04 - $100.54 $6.67M - $6.7M
123K $12.4M
MNST
Monster Beverage Corp

Consumer Defensive
-141K
- 27.4%
$55.01 - $64.24 $7.73M - $9.03M
372K $23.3M
CNC
Centene Corp

Healthcare
-99.8K
- 51.06%
$53.4 - $64.29 $5.33M - $6.41M
95.6K $5.19M
BEN
Franklin Resources Inc

Financial Services
-363K
- 73.21%
$16.66 - $23.85 $6.05M - $8.67M
133K $3.17M
AGO
Assured Guaranty LTD

Financial Services
-70.2K
- 57.85%
$76.56 - $90.18 $5.37M - $6.33M
51.1K $4.45M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-119K
- 88.44%
$49.73 - $51.44 $5.92M - $6.13M
15.6K $801K
TSCO
Tractor Supply CO

Consumer Cyclical
-87.6K
- 14.18%
$47.86 - $55.77 $4.19M - $4.89M
530K $28M
CACC
Credit Acceptance Corp

Financial Services
-857
- 0.11%
$443.32 - $529.8 $380K - $454K
797K $406M
CE
Celanese Corp

Basic Materials
-101K
- 73.9%
$37.49 - $59.36 $3.78M - $5.99M
35.6K $1.97M
NVO
Novo Nordisk A S

Healthcare
-74K
- 7.97%
$58.08 - $81.05 $4.3M - $6M
854K $59M
GBDC
Golub Capital Bdc, Inc.

Financial Services
-317K
- 21.22%
$13.03 - $15.28 $4.13M - $4.84M
1.18M $17.2M
FSS
Federal Signal Corp

Industrials
-90K
- 69.36%
$69.23 - $106.42 $6.23M - $9.57M
39.7K $4.23M
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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