Cerity Partners LLC Reduced Holdings in Q3 2025

Cerity Partners LLC

  • $60.5 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PG
Procter & Gamble CO

Consumer Defensive
-389K
- 5.95%
$150.47 - $161.22 $58.5M - $62.7M
6.14M $944M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-612K
- 24.75%
$100.37 - $100.74 $61.5M - $61.7M
1.86M $187M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-799K
- 48.8%
$72.57 - $74.72 $58M - $59.7M
838K $62.3M
CACC
Credit Acceptance Corp

Financial Services
-91
- 0.01%
$447.51 - $543.74 $40.7K - $49.5K
797K $372M
NVO
Novo Nordisk A S

Healthcare
-296K
- 34.61%
$45.38 - $71.7 $13.4M - $21.2M
559K $31M
CRM
Salesforce, Inc.

Technology
-11K
- 1.68%
$231.66 - $273.65 $2.54M - $3M
643K $152M
BSX
Boston Scientific Corp

Healthcare
-75.3K
- 5.79%
$97.03 - $108.14 $7.31M - $8.15M
1.23M $120M
DE
Deere & CO

Industrials
-22.8K
- 12.58%
$457.26 - $524.37 $10.4M - $12M
158K $72.5M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-453K
- 61.11%
$40.45 - $42.49 $18.3M - $19.2M
288K $12.2M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-151K
- 55.01%
$115.96 - $125.95 $17.5M - $19M
124K $15.6M
V
Visa Inc.

Financial Services
-2.3K
- 0.21%
$332.09 - $358.86 $763K - $824K
1.11M $379M
ISRG
Intuitive Surgical Inc

Healthcare
-181
- 0.11%
$433.66 - $544.47 $78.5K - $98.5K
164K $73.5M
FTNT
Fortinet, Inc.

Technology
-82.4K
- 23.51%
$74.39 - $107.65 $6.13M - $8.87M
268K $22.5M
ADBE
Adobe Inc.

Technology
-11.2K
- 3.86%
$333.65 - $392.1 $3.73M - $4.38M
278K $98.1M
MRK
Merck & Co., Inc.

Healthcare
-277K
- 13.95%
$77.6 - $87.37 $21.5M - $24.2M
1.71M $143M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-44.6K
- 6.56%
$38.58 - $58.24 $1.72M - $2.6M
635K $24.9M
SCHO
Schwab Short Term Us Treasury

ETFs
-500K
- 15.31%
$24.23 - $24.42 $12.1M - $12.2M
2.77M $67.5M
VTHR
Vanguard Russell 3000 ETF

ETFs
-46.8K
- 33.28%
$272.54 - $295.85 $12.8M - $13.8M
93.8K $27.6M
CMCSA
Comcast Corp

Communication Services
-177K
- 15.3%
$31.41 - $36.33 $5.55M - $6.42M
979K $30.8M
CRVL
Corvel Corp

Financial Services
-87.4K
- 67.94%
$77.22 - $104.34 $6.75M - $9.12M
41.2K $3.19M
MBB
Ishares Tr

ETFs
-108K
- 33.75%
$92.46 - $95.73 $10M - $10.4M
213K $20.2M
IWV
Ishares Russell 3000 ETF

ETFs
-29.8K
- 57.57%
$351.04 - $379.81 $10.4M - $11.3M
21.9K $8.31M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-161K
- 94.45%
$59.81 - $60.11 $9.61M - $9.66M
9.45K $565K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-35.6K
- 70.82%
$159.87 - $247.68 $5.68M - $8.81M
14.7K $2.61M
UPS
United Parcel Service Inc

Industrials
-21.4K
- 4.99%
$82.58 - $105.54 $1.77M - $2.26M
408K $34.1M
NMFC
New Mountain Finance Corp

Financial Services
-697K
- 25.17%
$9.64 - $10.84 $6.72M - $7.56M
2.07M $20M
LRN
Stride, Inc.

Consumer Defensive
-62.9K
- 97.35%
$128.23 - $169.81 $8.06M - $10.7M
1.71K $254K
CL
Colgate Palmolive CO

Consumer Defensive
-21.6K
- 3.31%
$79.36 - $93.33 $1.71M - $2.01M
630K $50.3M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-167K
- 49.37%
$55.15 - $58.11 $9.24M - $9.73M
172K $9.87M
AMAT
Applied Materials Inc

Technology
-70.9K
- 26.41%
$156.25 - $204.95 $11.1M - $14.5M
198K $40.5M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-218K
- 69.84%
$39.58 - $40.74 $8.61M - $8.86M
93.9K $3.81M
HBAN
Huntington Bancshares Inc

Financial Services
-521K
- 52.26%
$15.87 - $17.88 $8.27M - $9.32M
476K $8.22M
GIII
G Iii Apparel Group LTD

Consumer Cyclical
-373K
- 89.64%
$23.08 - $27.63 $8.6M - $10.3M
43.1K $1.15M
HLX
Helix Energy Solutions Group Inc

Energy
-1.29M
- 99.16%
$5.7 - $6.96 $7.34M - $8.97M
10.9K $71K
SPGI
S&P Global Inc.

Financial Services
-213
- 0.11%
$484.94 - $564.15 $103K - $120K
194K $94.5M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-12.1K
- 3.81%
$196.15 - $217.83 $2.38M - $2.64M
306K $61.6M
FNDA
Schwab Fundamental U S Small C

ETFs
-316K
- 36.37%
$28.75 - $31.93 $9.1M - $10.1M
553K $17.2M
PGR
Progressive Corp

Financial Services
-14.2K
- 6.86%
$238.61 - $264.3 $3.39M - $3.75M
193K $47.6M
MNST
Monster Beverage Corp

Consumer Defensive
-138K
- 37.12%
$58.65 - $67.31 $8.11M - $9.3M
234K $15.8M
CRWD
Crowd Strike Holdings, Inc.

Technology
-4.1K
- 1.43%
$412.46 - $514.1 $1.69M - $2.11M
282K $138M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-568K
- 9.45%
$28.15 - $30.13 $16M - $17.1M
5.44M $161M
KO
Coca Cola CO

Consumer Defensive
-34.1K
- 3.19%
$65.67 - $71.67 $2.24M - $2.44M
1.03M $68.5M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-138K
- 2.64%
$50.47 - $50.74 $6.97M - $7.01M
5.09M $258M
EMN
Eastman Chemical CO

Basic Materials
-52.2K
- 17.99%
$58.79 - $81.56 $3.07M - $4.26M
238K $15M
FITB
Fifth Third Bancorp

Financial Services
-177K
- 40.06%
$40.91 - $46.28 $7.26M - $8.21M
265K $11.8M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-23.2K
- 2.42%
$60.9 - $70.75 $1.42M - $1.64M
936K $58.4M
STZ
Constellation Brands, Inc.

Consumer Defensive
-30.6K
- 45.04%
$131.78 - $176.09 $4.04M - $5.4M
37.4K $5.04M
SPOT
Spotify Technology S.A.

Communication Services
-4.02K
- 10.72%
$620.01 - $738.53 $2.49M - $2.97M
33.5K $23.4M
SBUX
Starbucks Corp

Consumer Cyclical
-36.5K
- 12.02%
$81.9 - $96.86 $2.99M - $3.53M
267K $22.6M
Activity Summary
Buys All Purchases 1643 New Holdings 276 Increased Positions 1367 Sells All Sells 962 Reductions 962 Sold out 0 Options Calls 0 Puts 0
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