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
SJW
Sjw Group

Utilities
-20.8K
- 1.42%
$50.1 - $56.8 $1.04M - $1.18M
1.44M $74.7M
PNW
Pinnacle West Capital Corp

Utilities
-45.3K
- 32.84%
$88.3 - $95.43 $4M - $4.32M
92.6K $8.29M
MSCI
Msci Inc.

Financial Services
-8.14K
- 29.23%
$506.56 - $576.74 $4.12M - $4.7M
19.7K $11.4M
DPZ
Dominos Pizza Inc

Consumer Cyclical
-9.19K
- 47.12%
$430.72 - $497.52 $3.96M - $4.57M
10.3K $4.65M
VZ
Verizon Communications Inc

Communication Services
-24K
- 1.65%
$41.67 - $45.62 $1M - $1.1M
1.43M $61.8M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-37.4K
- 59.13%
$97.29 - $105.63 $3.64M - $3.95M
25.9K $2.63M
QCOM
Qualcomm Inc

Technology
-45.2K
- 7.74%
$124.66 - $159.48 $5.64M - $7.22M
539K $85.9M
BP
Bp PLC

Energy
-29.2K
- 3.78%
$26.11 - $33.81 $761K - $986K
742K $22.2M
XLE
Energy Sector Spdr

ETFs
-8.27K
- 2.35%
$76.44 - $94.13 $632K - $779K
344K $29.2M
VXF
Vanguard Extended Market ETF

ETFs
-110K
- 12.87%
$150.43 - $192.71 $16.6M - $21.3M
748K $144M
PAYX
Paychex Inc

Industrials
-3.09K
- 0.87%
$137.01 - $159.78 $424K - $494K
354K $51.4M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-67.2K
- 16.53%
$47.46 - $55.3 $3.19M - $3.72M
339K $18.7M
LUV
Southwest Airlines CO

Industrials
-102K
- 71.67%
$24.04 - $34.36 $2.46M - $3.52M
40.5K $1.31M
TAP
Molson Coors Beverage CO

Consumer Defensive
-40.8K
- 35.84%
$47.24 - $62.46 $1.93M - $2.55M
73K $3.51M
ANSS
Ansys Inc

Technology
-13.3K
- 36.46%
$284.19 - $351.22 $3.77M - $4.66M
23.1K $8.12M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-70.6K
- 83.76%
$40.94 - $52.1 $2.89M - $3.68M
13.7K $712K
EOG
Eog Resources Inc

Energy
-17.3K
- 13.86%
$104.61 - $129.97 $1.81M - $2.24M
107K $12.8M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-46.1K
- 2.74%
$72.02 - $73.82 $3.32M - $3.4M
1.64M $121M
TREX
Trex CO Inc

Industrials
-48.8K
- 44.31%
$50.52 - $61.77 $2.47M - $3.01M
61.3K $3.33M
PR
Permian Resources Corporation

Energy
-209K
- 34.32%
$10.36 - $14.93 $2.17M - $3.12M
401K $5.46M
TPL
Texas Pacific Land Corp

Energy
-12
- 0.11%
$1036.28 - $1430.55 $12.4K - $17.2K
11K $11.6M
HDV
Ishares Core High Dividend ETF

ETFs
-23.3K
- 40.13%
$108.41 - $120.51 $2.53M - $2.81M
34.8K $4.07M
CVCO
Cavco Industries Inc.

Consumer Cyclical
-809
- 2.65%
$396.53 - $537.62 $321K - $435K
29.7K $12.9M
BKR
Baker Hughes CO

Energy
-49.7K
- 27.11%
$35.0 - $44.92 $1.74M - $2.23M
134K $5.13M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-41.7K
- 6.87%
$114.78 - $133.31 $4.78M - $5.56M
566K $75.4M
PFE
Pfizer Inc

Healthcare
-35.3K
- 1.89%
$21.59 - $24.84 $763K - $878K
1.84M $44.5M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-2.16K
- 13.5%
$483.07 - $625.6 $1.04M - $1.35M
13.9K $7.28M
VDC
Vanguard Consumer Staples ETF

ETFs
-12.9K
- 8.4%
$204.89 - $224.73 $2.64M - $2.89M
140K $30.7M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-51.5K
- 11.94%
$71.28 - $83.74 $3.67M - $4.31M
380K $31.8M
CLX
Clorox CO

Consumer Defensive
-7.54K
- 11.87%
$118.01 - $148.69 $889K - $1.12M
56K $6.72M
XYL
Xylem Inc.

Industrials
-49K
- 12.88%
$102.86 - $129.5 $5.04M - $6.35M
332K $42.9M
ROP
Roper Technologies Inc

Industrials
-1.15K
- 1.41%
$519.19 - $590.78 $599K - $682K
80.5K $45.6M
GTLB
Gitlab Inc.

Technology
-52.4K
- 71.78%
$40.52 - $53.43 $2.12M - $2.8M
20.6K $929K
AON
Aon PLC

Financial Services
-2.23K
- 5.59%
$335.85 - $398.81 $747K - $887K
37.6K $13.4M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-69.8K
- 2.57%
$18.94 - $21.67 $1.32M - $1.51M
2.65M $56.1M
SKY
Skyline Champion Corp

Consumer Cyclical
-4.19K
- 6.29%
$60.33 - $94.94 $253K - $398K
62.4K $3.9M
NKE
Nike, Inc.

Consumer Cyclical
-85.6K
- 17.46%
$53.27 - $72.04 $4.56M - $6.17M
405K $28.7M
IR
Ingersoll Rand Inc.

Industrials
-35K
- 19.43%
$66.75 - $84.94 $2.34M - $2.97M
145K $12.1M
OVV
Ovintiv Inc.

Energy
-46.7K
- 39.43%
$31.18 - $44.14 $1.46M - $2.06M
71.7K $2.73M
BRBR
Bellring Brands, Inc.

Consumer Defensive
-27.8K
- 66.66%
$57.26 - $78.92 $1.59M - $2.2M
13.9K $806K
SWK
Stanley Black & Decker, Inc.

Industrials
-28.3K
- 76.93%
$55.86 - $76.98 $1.58M - $2.18M
8.49K $575K
ROST
Ross Stores, Inc.

Consumer Cyclical
-17.1K
- 12.54%
$126.62 - $154.26 $2.16M - $2.63M
119K $15.2M
BLDR
Builders First Source, Inc.

Industrials
-5.12K
- 2.83%
$105.63 - $131.12 $540K - $671K
176K $20.5M
CBSH
Commerce Bancshares Inc

Financial Services
-33.2K
- 53.28%
$55.42 - $65.63 $1.84M - $2.18M
29.1K $1.81M
CLF
Cleveland Cliffs Inc.

Basic Materials
-210K
- 33.32%
$5.83 - $8.88 $1.23M - $1.87M
421K $3.2M
DOCU
Docusign, Inc.

Technology
-20.5K
- 18.37%
$70.35 - $93.84 $1.44M - $1.92M
91K $7.09M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-71.8K
- 2.53%
$29.07 - $29.38 $2.09M - $2.11M
2.77M $81.1M
PLD
Prologis, Inc.

Real Estate
-5.61K
- 2.77%
$89.76 - $112.34 $504K - $630K
197K $20.7M
EPAM
Epam Systems, Inc.

Technology
-10.5K
- 21.96%
N/A
37.2K $6.9M
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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