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
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-21K
- 7.36%
$51.68 - $52.76 $1.09M - $1.11M
264K $14M
EXPE
Expedia Group, Inc.

Consumer Cyclical
-6.05K
- 10.51%
$136.63 - $176.62 $826K - $1.07M
51.5K $8.69M
VTWO
Vanguard Russell 2000 ETF

ETFs
-20.8K
- 16.39%
$70.56 - $87.22 $1.47M - $1.82M
106K $9.26M
NI
Nisource Inc.

Utilities
-24.1K
- 31.28%
$37.11 - $40.64 $894K - $979K
52.9K $2.13M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-5.51K
- 9.96%
$107.83 - $119.94 $594K - $660K
49.8K $5.37M
NOV
Nov Inc.

Energy
-42.6K
- 31.63%
$11.11 - $15.41 $474K - $657K
92.2K $1.15M
AVB
Avalonbay Communities Inc

Real Estate
-1.3K
- 2.25%
$187.23 - $215.61 $243K - $280K
56.4K $11.5M
NLOK
Norton Life Lock Inc.

Technology
-41.3K
- 52.66%
N/A
37.2K $798K
MAA
Mid America Apartment Communities Inc.

Real Estate
-3.9K
- 26.04%
$145.91 - $168.0 $569K - $656K
11.1K $1.64M
DVY
Ishares Tr

ETFs
-5K
- 3.64%
$118.37 - $134.86 $592K - $674K
132K $17.6M
RIO
Rio Tinto PLC

Basic Materials
-12.2K
- 16.03%
$52.32 - $62.75 $637K - $764K
63.8K $3.72M
OLN
Olin Corp

Basic Materials
-21.3K
- 21.67%
$17.96 - $24.7 $382K - $525K
76.9K $1.54M
AXTA
Axalta Coating Systems Ltd.

Basic Materials
-17.7K
- 20.0%
$28.49 - $33.82 $504K - $599K
70.8K $2.1M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-6.18K
- 7.5%
$121.58 - $136.74 $751K - $845K
76.2K $10.3M
VONE
Vanguard Russell 1000 ETF

ETFs
-23.1K
- 11.03%
$225.48 - $280.86 $5.2M - $6.48M
186K $52.2M
XEL
Xcel Energy Inc

Utilities
-111
- 0.04%
$65.65 - $72.39 $7.29K - $8.04K
306K $20.8M
VCIT
Vanguard Intermediate Term Cor

ETFs
-10.6K
- 25.94%
$79.56 - $82.92 $842K - $878K
30.2K $2.51M
OMFL
Invesco Exchange Traded Self I

ETFs
-17.8K
- 39.15%
$48.43 - $57.78 $861K - $1.03M
27.6K $1.6M
VLO
Valero Energy Corp

Energy
-7.61K
- 7.33%
$104.69 - $141.77 $797K - $1.08M
96.2K $12.9M
BURL
Burlington Stores, Inc.

Consumer Cyclical
-2.84K
- 18.92%
$215.78 - $270.12 $613K - $768K
12.2K $2.83M
INFY
Infosys LTD

Technology
-43K
- 21.67%
$16.14 - $18.75 $693K - $805K
155K $2.88M
INSP
Inspire Medical Systems, Inc.

Healthcare
-4.12K
- 64.73%
$127.18 - $161.88 $523K - $666K
2.24K $291K
OXY
Occidental Petroleum Corp

Energy
-3.39K
- 4.32%
$36.11 - $49.33 $122K - $167K
75.1K $3.16M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-2.76K
- 0.93%
$90.85 - $102.31 $250K - $282K
292K $29.4M
HOLX
Hologic Inc

Healthcare
-13.4K
- 25.98%
$52.73 - $65.22 $708K - $876K
38.3K $2.49M
WAT
Waters Corp

Healthcare
-1.22K
- 8.75%
$307.71 - $366.67 $376K - $448K
12.7K $4.44M
CORP
Pimco Investment Grade Corp Bd

ETFs
-7.52K
- 11.56%
$94.14 - $97.31 $708K - $732K
57.6K $5.6M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
-4.9K
- 7.59%
$41.37 - $53.28 $203K - $261K
59.7K $2.67M
CMA
Comerica Inc

Financial Services
-11.9K
- 31.35%
$50.42 - $59.65 $600K - $710K
26.1K $1.55M
BAX
Baxter International Inc

Healthcare
-7.13K
- 6.04%
$27.8 - $34.02 $198K - $243K
111K $3.36M
FLS
Flowserve Corp

Industrials
-17.7K
- 25.14%
$39.49 - $53.64 $701K - $952K
52.8K $2.76M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-10.1K
- 49.45%
$60.29 - $71.77 $610K - $727K
10.4K $725K
HAYW
Hayward Holdings, Inc.

Industrials
-47.9K
- 48.28%
$11.32 - $14.76 $542K - $707K
51.3K $707K
HPE
Hewlett Packard Enterprise CO

Technology
-111K
- 34.74%
$12.51 - $20.45 $1.39M - $2.27M
209K $4.27M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
-24.4K
- 17.99%
$24.14 - $25.43 $590K - $621K
111K $2.76M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-4.53K
- 30.93%
$224.32 - $326.09 $1.02M - $1.48M
10.1K $3.3M
WEX
Wex Inc.

Technology
-3.77K
- 37.69%
$113.47 - $161.8 $428K - $610K
6.23K $915K
CMF
Ishares California Muni Bond E

ETFs
-9.34K
- 3.95%
$54.52 - $56.7 $509K - $530K
227K $12.6M
FIVE
Five Below, Inc

Consumer Cyclical
-18.3K
- 58.72%
$55.75 - $131.18 $1.02M - $2.4M
12.8K $1.69M
CMI
Cummins Inc

Industrials
-7.31K
- 5.85%
$267.12 - $336.65 $1.95M - $2.46M
118K $38.5M
PCAR
Paccar Inc

Industrials
-4.69K
- 5.72%
$86.4 - $99.09 $405K - $464K
77.2K $7.34M
UDR
Udr, Inc.

Real Estate
-2.39K
- 1.94%
$38.09 - $45.36 $91K - $108K
121K $4.94M
CRUS
Cirrus Logic, Inc.

Technology
-6.67K
- 39.51%
$77.43 - $107.58 $516K - $718K
10.2K $1.06M
WFG
West Fraser Timber Co., LTD

Basic Materials
-1.17K
- 0.81%
$70.53 - $78.77 $82.3K - $91.9K
143K $10.5M
UNM
Unum Group

Financial Services
-6.78K
- 7.85%
$70.48 - $82.91 $478K - $562K
79.6K $6.43M
CNP
Centerpoint Energy Inc

Utilities
-18.5K
- 13.29%
$35.5 - $39.05 $656K - $721K
121K $4.43M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
-33.1K
- 29.69%
$18.21 - $18.97 $602K - $627K
78.3K $1.49M
LYG
Lloyds Banking Group PLC

Financial Services
-210K
- 30.35%
$3.32 - $4.29 $697K - $901K
482K $2.05M
ALL
Allstate Corp

Financial Services
-1.6K
- 3.41%
$180.53 - $212.64 $289K - $341K
45.4K $9.13M
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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