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
SNV
Synovus Financial Corp

Financial Services
-10.1K
- 42.32%
$38.27 - $51.75 $387K - $523K
13.8K $712K
CADE
Cadence Bank

Financial Services
-15.7K
- 24.02%
$26.42 - $32.41 $414K - $508K
49.6K $1.59M
IBB
Ishares Biotechnology ETF

ETFs
-2.56K
- 5.21%
$112.02 - $129.0 $286K - $330K
46.5K $5.88M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-2.07K
- 5.29%
$110.23 - $131.5 $228K - $272K
37.1K $4.58M
PAA
Plains All American Pipeline LP

Energy
-10.4K
- 9.04%
$16.03 - $20.28 $167K - $211K
105K $1.92M
VNO
Vornado Realty Trust

Real Estate
-10.8K
- 40.9%
$31.74 - $41.27 $344K - $447K
15.7K $598K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-18K
- 3.74%
$24.48 - $24.9 $440K - $448K
463K $11.5M
K
Kellogg CO

Consumer Defensive
-2.75K
- 5.05%
$77.85 - $82.88 $214K - $228K
51.7K $4.11M
WBD
Warner Bros. Discovery, Inc.

Communication Services
-49K
- 19.48%
$7.69 - $11.46 $377K - $562K
203K $2.32M
MSEX
Middlesex Water CO

Utilities
-4.11K
- 26.53%
$54.18 - $66.57 $223K - $273K
11.4K $616K
LNTH
Lantheus Holdings, Inc.

Healthcare
-2.28K
- 19.45%
$73.86 - $108.74 $168K - $248K
9.43K $772K
VCEL
Vericel Corp

Healthcare
-5.46K
- 8.36%
$37.92 - $45.7 $207K - $250K
59.9K $2.55M
OZK
Bank Ozk

Financial Services
-14.2K
- 16.96%
$37.58 - $47.34 $532K - $670K
69.3K $3.26M
SSNC
Ss&C Technologies Holdings Inc

Technology
-3.6K
- 4.14%
$71.96 - $83.42 $259K - $300K
83.3K $6.9M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-4.18K
- 1.23%
N/A
335K $28.8M
ICUI
Icu Medical Inc

Healthcare
-2.22K
- 24.73%
$127.74 - $151.04 $283K - $335K
6.74K $890K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-318
- 0.29%
$45.07 - $52.57 $14.3K - $16.7K
109K $5.32M
KBH
Kb Home

Consumer Cyclical
-4.72K
- 24.12%
$50.15 - $58.93 $237K - $278K
14.8K $786K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-5K
- 19.84%
$60.03 - $72.0 $300K - $360K
20.2K $1.34M
ALB
Albemarle Corp

Basic Materials
-2.36K
- 11.55%
$50.76 - $72.25 $120K - $171K
18.1K $1.13M
GMAB
Genmab A/S

Healthcare
-18.1K
- 44.18%
$17.98 - $23.09 $325K - $417K
22.8K $471K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-1.24K
- 3.46%
$146.74 - $176.07 $182K - $219K
34.6K $5.61M
S
Sentinel One, Inc.

Technology
-17.3K
- 35.36%
$16.17 - $20.34 $280K - $352K
31.6K $577K
LEGH
Legacy Housing Corp

Consumer Cyclical
-344
- 0.29%
$21.61 - $25.73 $7.43K - $8.85K
117K $2.66M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-37.6K
- 2.39%
$35.3 - $37.51 $1.33M - $1.41M
1.54M $57.6M
JD
Jd.Com, Inc.

Consumer Cyclical
-2.51K
- 9.46%
$31.44 - $41.32 $79K - $104K
24.1K $785K
SUI
Sun Communities Inc

Real Estate
-1.93K
- 6.74%
$114.62 - $132.25 $221K - $255K
26.7K $3.37M
CWST
Casella Waste Systems Inc

Industrials
-2.94K
- 32.09%
$103.78 - $120.37 $305K - $354K
6.23K $718K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-9.28K
- 1.98%
$12.23 - $15.46 $114K - $144K
459K $6.93M
AVPT
Ave Point, Inc.

Technology
-33.4K
- 47.45%
$13.33 - $19.99 $446K - $668K
37K $714K
ETR
Entergy Corp

Utilities
-1.76K
- 2.65%
$79.01 - $86.61 $139K - $152K
64.7K $5.38M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-16.5K
- 2.23%
$32.62 - $33.58 $539K - $555K
726K $24.4M
PRI
Primerica, Inc.

Financial Services
-892
- 17.15%
$244.39 - $290.62 $218K - $259K
4.31K $1.18M
ALKS
Alkermes Plc.

Healthcare
-6.23K
- 23.74%
$26.59 - $32.65 $166K - $203K
20K $572K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-3.76K
- 52.67%
$78.98 - $90.1 $297K - $339K
3.38K $304K
ALLY
Ally Financial Inc.

Financial Services
-9.26K
- 33.3%
$30.09 - $38.95 $279K - $361K
18.6K $722K
ICLR
Icon PLC

Healthcare
-1.24K
- 33.01%
$126.62 - $168.7 $156K - $208K
2.51K $364K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
-16.7K
- 46.63%
$13.96 - $16.51 $234K - $276K
19.1K $311K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-3.78K
- 12.57%
$81.46 - $94.63 $308K - $358K
26.3K $2.49M
MORN
Morningstar, Inc.

Financial Services
-1.16K
- 21.3%
$255.31 - $313.93 $295K - $363K
4.27K $1.34M
PAVE
Global X Fds Us Infrastructure

ETFs
-8.26K
- 63.14%
$33.78 - $43.68 $279K - $361K
4.82K $210K
MCO
Moodys Corp

Financial Services
-3.65K
- 8.47%
$396.7 - $501.59 $1.45M - $1.83M
39.4K $19.8M
SNAP
Snap Inc

Communication Services
-31.1K
- 11.34%
$7.23 - $9.21 $225K - $286K
243K $2.11M
HYD
Vaneck High Yield Muni ETF

ETFs
-5.17K
- 37.71%
$49.08 - $51.35 $254K - $265K
8.54K $428K
FNDX
Schwab Fundamental U S Large C

ETFs
-33.4K
- 5.65%
$20.84 - $24.54 $697K - $821K
558K $13.7M
FBHS
Fortune Brands Home & Security, Inc.

Industrials
-4.07K
- 18.68%
N/A
17.7K $1.15M
XLP
Consumer Staples Sector Spdr

ETFs
-3.46K
- 7.38%
N/A
43.4K $3.3M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-11.1K
- 53.16%
$23.14 - $27.82 $257K - $309K
9.78K $267K
WIT
Wipro LTD

Technology
-74.1K
- 7.63%
$2.7 - $3.09 $200K - $229K
897K $2.71M
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
Track This Portfolio

Track Cerity Partners LLC Portfolio

Follow Cerity Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cerity Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerity Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email