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
BTT
Black Rock Municipal 2030 Target Term Trust

Financial Services
-500
- 0.35%
$20.46 - $21.89 $10.2K - $10.9K
143K $3.13M
IXN
Ishares Global Information Tec

ETFs
-140
- 2.35%
$65.81 - $92.34 $9.21K - $12.9K
5.81K $536K
EFX
Equifax Inc

Industrials
-541
- 3.78%
$205.5 - $280.54 $111K - $152K
13.8K $3.58M
HSIC
Henry Schein Inc

Healthcare
-228
- 0.99%
$62.7 - $73.66 $14.3K - $16.8K
22.9K $1.67M
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-2.63K
- 23.88%
$25.35 - $64.65 $66.6K - $170K
8.38K $417K
EL
Estee Lauder Companies Inc

Consumer Defensive
-3.94K
- 14.02%
$50.06 - $80.8 $197K - $318K
24.1K $1.95M
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
-2
- 0.02%
$49.85 - $64.51 $99.7 - $129
11.3K $731K
TBBK
Bancorp, Inc.

Financial Services
-204
- 0.74%
$40.93 - $57.59 $8.35K - $11.7K
27.2K $1.55M
AXR
Amrep Corp.

Real Estate
-2.23K
- 1.3%
$18.35 - $24.55 $40.9K - $54.7K
169K $3.54M
BCAL
Southern Calif Bancorp Com

Financial Services
-834
- 0.98%
$12.16 - $15.76 $10.1K - $13.1K
84.4K $1.33M
VOX
Vanguard Communication Service

ETFs
-707
- 6.87%
$133.12 - $171.03 $94.1K - $121K
9.58K $1.64M
DJCO
Daily Journal Corp

Technology
-12
- 0.25%
$365.66 - $435.19 $4.39K - $5.22K
4.87K $2.06M
EPP
Ishares Inc

ETFs
-503
- 1.84%
$38.85 - $49.83 $19.5K - $25.1K
26.8K $1.32M
HDB
Hdfc Bank LTD

Financial Services
-10.7K
- 11.64%
$63.78 - $77.48 $684K - $831K
81.4K $6.24M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-157
- 0.71%
$73.0 - $85.5 $11.5K - $13.4K
21.8K $1.83M
ACA
Arcosa, Inc.

Industrials
-558
- 3.17%
$70.66 - $90.53 $39.4K - $50.5K
17.1K $1.48M
GIB
Cgi Inc

Technology
-77
- 0.29%
$96.47 - $109.59 $7.43K - $8.44K
26.2K $2.74M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
-21.4K
- 4.82%
$19.16 - $23.81 $410K - $509K
423K $10.1M
UI
Ubiquiti Inc.

Technology
-95
- 5.67%
$273.45 - $456.69 $26K - $43.4K
1.58K $650K
TECK
Teck Resources LTD

Basic Materials
-2.36K
- 3.98%
$29.05 - $41.48 $68.6K - $97.9K
56.9K $2.3M
NVMI
Nova Ltd.

Technology
-3
- 0.19%
$162.03 - $275.2 $486 - $826
1.54K $424K
REVG
Rev Group, Inc.

Industrials
-212
- 2.23%
$28.82 - $47.59 $6.11K - $10.1K
9.29K $442K
IFGL
Ishares International Develope

ETFs
-302
- 0.6%
$18.5 - $22.72 $5.59K - $6.86K
50K $1.14M
BAP
Credicorp LTD

Financial Services
-265
- 4.78%
$169.89 - $223.9 $45K - $59.3K
5.28K $1.18M
VERV
Verve Therapeutics, Inc.

Healthcare
-813
- 3.37%
$2.97 - $11.38 $2.41K - $9.25K
23.3K $261K
PCT
Pure Cycle Technologies, Inc.

Industrials
-1.28K
- 5.11%
$5.57 - $14.12 $7.14K - $18.1K
23.8K $326K
JHX
James Hardie Industries PLC

Basic Materials
-37
- 0.08%
$20.27 - $27.59 $750 - $1.02K
46K $1.24M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-3.83K
- 6.51%
$58.52 - $71.7 $224K - $275K
55K $3.78M
CVBF
Cvb Financial Corp

Financial Services
-4.33K
- 2.35%
$16.41 - $20.0 $71K - $86.6K
180K $3.57M
IOO
Ishares Tr Global 100 ETF

ETFs
-399
- 2.24%
$84.95 - $107.81 $33.9K - $43K
17.4K $1.88M
IWV
Ishares Russell 3000 ETF

ETFs
-4.91K
- 8.67%
$281.67 - $351.0 $1.38M - $1.72M
51.7K $18.1M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-1.16K
- 3.13%
$53.69 - $67.27 $62.5K - $78.3K
36K $2.42M
MGM
Mgm Resorts International

Consumer Cyclical
-1.57K
- 3.25%
$25.79 - $34.95 $40.5K - $54.9K
46.7K $1.61M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-671
- 0.87%
$26.69 - $33.44 $17.9K - $22.4K
76.3K $2.51M
SYBT
Stock Yards Bancorp, Inc.

Financial Services
-72
- 0.39%
$63.06 - $78.98 $4.54K - $5.69K
18.5K $1.46M
MGC
Vanguard Mega Cap ETF

ETFs
-253
- 2.48%
$179.23 - $224.92 $45.3K - $56.9K
9.96K $2.24M
INTF
Ishares Tr

ETFs
-1.23K
- 1.7%
$27.6 - $34.51 $33.9K - $42.4K
71.3K $2.44M
RJF
Raymond James Financial Inc

Financial Services
-500
- 2.53%
$123.65 - $153.88 $61.8K - $76.9K
19.2K $2.95M
BCML
Bay Com Corp

Financial Services
-91
- 0.11%
$24.08 - $27.94 $2.19K - $2.54K
83.2K $2.3M
CLH
Clean Harbors Inc

Industrials
-275
- 3.44%
$182.1 - $233.5 $50.1K - $64.2K
7.71K $1.78M
PCOR
Procore Technologies, Inc.

Technology
-1.16K
- 0.96%
$56.26 - $72.4 $65.5K - $84.3K
120K $8.2M
XNTK
Spdr Series Trust Spdr Nyse Te

ETFs
-230
- 3.79%
$164.46 - $237.28 $37.8K - $54.6K
5.84K $1.39M
FNDA
Schwab Fundamental U S Small C

ETFs
-31.9K
- 3.53%
$23.85 - $28.69 $760K - $914K
870K $24.9M
TME
Tencent Music Entertainment Group

Communication Services
-3.01K
- 5.27%
$11.97 - $19.49 $36.1K - $58.7K
54.1K $1.05M
ACM
Aecom

Industrials
-1.72K
- 8.1%
$87.19 - $113.06 $150K - $194K
19.5K $2.2M
CHT
Chunghwa Telecom CO LTD

Communication Services
-7.57K
- 9.54%
$37.72 - $46.87 $286K - $355K
71.8K $3.35M
CGDV
Capital Group Divid Value ETF

ETFs
-267
- 0.41%
$31.93 - $39.49 $8.53K - $10.5K
64.9K $2.56M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-533
- 0.62%
$26.38 - $32.66 $14.1K - $17.4K
85.9K $2.81M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-271
- 1.21%
$60.22 - $80.1 $16.3K - $21.7K
22.2K $1.78M
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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