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
PKX
Posco Holdings Inc.

Basic Materials
-3.9K
- 16.63%
$41.43 - $49.85 $161K - $194K
19.5K $946K
INDB
Independent Bank Corp

Financial Services
-2.91K
- 3.79%
$53.62 - $65.63 $156K - $191K
73.9K $4.65M
DGRO
Ishares Core Dividend Growth E

ETFs
-5.12K
- 6.77%
$55.22 - $63.94 $283K - $327K
70.6K $4.51M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-3.73K
- 39.74%
$42.72 - $44.24 $159K - $165K
5.65K $248K
UFPI
Ufp Industries Inc

Basic Materials
-1.13K
- 17.52%
$94.93 - $109.1 $108K - $124K
5.33K $529K
ESS
Essex Property Trust, Inc.

Real Estate
-590
- 13.84%
N/A
3.67K $1M
TU
Telus Corp

Communication Services
-15.3K
- 30.91%
$13.82 - $16.49 $211K - $252K
34.2K $549K
AOS
Smith A O Corp

Industrials
-2.45K
- 17.5%
$59.63 - $70.52 $146K - $172K
11.5K $755K
ITM
Vaneck Intermediate Muni ETF

ETFs
-3.37K
- 3.43%
$44.27 - $45.82 $149K - $155K
95K $4.32M
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
-19.6K
- 23.93%
$13.24 - $18.0 $259K - $352K
62.2K $1.05M
SHG
Shinhan Financial Group CO LTD

Financial Services
-4.29K
- 7.95%
N/A
49.7K $1.72M
PKI
Perkinelmer Inc

Healthcare
-1.22K
- 13.09%
N/A
8.09K $979K
FIP
Ftai Infrastructure LLC
-38K
- 69.91%
$3.23 - $6.73 $123K - $256K
16.4K $100K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-8.38K
- 3.62%
$103.88 - $123.68 $870K - $1.04M
223K $27.5M
RSG
Republic Services, Inc.

Industrials
-1.25K
- 3.42%
$227.2 - $258.07 $283K - $321K
35.1K $8.67M
PJUN
Innovator U.S. Equity Power Bu

ETFs
-4.81K
- 28.71%
$34.48 - $39.76 $166K - $191K
11.9K $474K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
-1.92K
- 25.33%
$89.4 - $99.04 $172K - $190K
5.66K $547K
MPW
Medical Properties Trust Inc

Real Estate
-2.37K
- 3.21%
$4.31 - $5.91 $10.2K - $14K
71.7K $308K
BYD
Boyd Gaming Corp

Consumer Cyclical
-3.33K
- 33.74%
$60.8 - $79.02 $202K - $263K
6.53K $511K
DOCS
Doximity, Inc.

Healthcare
-3.82K
- 12.95%
$50.71 - $61.34 $194K - $235K
25.7K $1.58M
USXF
Ishares Esg Advanced Msci Usa

Technology
-13.9K
- 16.47%
$41.54 - $53.93 $578K - $750K
70.6K $3.81M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-2.27K
- 22.57%
$44.37 - $50.04 $101K - $114K
7.8K $370K
FULT
Fulton Financial Corp

Financial Services
-7.23K
- 15.06%
$15.13 - $18.4 $109K - $133K
40.8K $735K
BWXT
Bwx Technologies, Inc.

Industrials
-5.12K
- 38.33%
$89.24 - $144.06 $457K - $738K
8.24K $1.19M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-6.71K
- 21.56%
$19.44 - $19.56 $130K - $131K
24.4K $476K
FOX
Fox Corp Cl B (De)

Communication Services
-2.37K
- 34.67%
$43.81 - $53.0 $104K - $126K
4.46K $230K
PLYM
Plymouth Industrial Reit, Inc.

Real Estate
-7.56K
- 22.57%
$13.46 - $16.77 $102K - $127K
25.9K $416K
WHR
Whirlpool Corp

Consumer Cyclical
-4.34K
- 15.71%
$75.71 - $101.42 $329K - $440K
23.3K $2.36M
BDN
Brandywine Realty Trust

Real Estate
-27.8K
- 63.81%
$3.5 - $4.58 $97.2K - $127K
15.7K $67K
AGNC
Agnc Investment Corp.

Real Estate
-12.5K
- 40.25%
$8.12 - $9.49 $101K - $118K
18.5K $170K
BIDU
Baidu, Inc.

Communication Services
-650
- 5.84%
$76.86 - $92.5 $50K - $60.1K
10.5K $899K
CBZ
Cbiz, Inc.

Industrials
-1.05K
- 8.72%
$66.19 - $79.64 $69.7K - $83.9K
11K $790K
SO
Southern CO

Utilities
-1.07K
- 0.47%
$84.91 - $92.56 $90.9K - $99.1K
228K $20.9M
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
-278
- 19.7%
$267.56 - $340.8 $74.4K - $94.7K
1.13K $342K
KT
Kt Corp

Communication Services
-15.9K
- 23.77%
$16.71 - $20.78 $265K - $330K
50.9K $1.06M
BHF
Brighthouse Financial, Inc.

Financial Services
-1.09K
- 6.99%
$47.29 - $61.15 $51.6K - $66.7K
14.5K $780K
PHG
Koninklijke Philips Nv

Healthcare
-266
- 0.33%
$21.67 - $25.64 $5.76K - $6.82K
80.5K $1.93M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-2.78K
- 21.4%
$50.39 - $60.05 $140K - $167K
10.2K $613K
MP
Mp Materials Corp.

Basic Materials
-9.02K
- 44.41%
$18.77 - $37.74 $169K - $340K
11.3K $375K
MAC
Macerich CO

Real Estate
-6.44K
- 39.1%
$13.24 - $17.71 $85.2K - $114K
10K $162K
AGL
Agilon Health, Inc.

Healthcare
-13.6K
- 31.44%
$2.1 - $5.68 $28.5K - $77K
29.6K $68K
SMPL
Simply Good Foods CO

Consumer Defensive
-1.68K
- 7.59%
$31.59 - $38.0 $52.9K - $63.7K
20.4K $644K
BXSL
Blackstone Secured Lending Fund

Financial Services
-1.42K
- 3.14%
$26.88 - $32.74 $38.1K - $46.4K
43.6K $1.34M
NWN
Northwest Natural Holding CO

Utilities
-2.28K
- 27.91%
$39.62 - $44.11 $90.4K - $101K
5.89K $234K
OLED
Universal Display Corp Pa

Technology
-1.35K
- 21.11%
$106.6 - $161.02 $144K - $218K
5.05K $780K
JFR
Nuveen Floating Rate Income Fund

Financial Services
-13K
- 24.61%
$7.51 - $8.49 $97.6K - $110K
39.8K $337K
JBGS
Jbg Smith Properties

Real Estate
-8.3K
- 29.81%
$13.98 - $18.4 $116K - $153K
19.6K $338K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-2.35K
- 18.46%
$43.28 - $50.37 $102K - $118K
10.4K $519K
FRSH
Freshworks Inc.

Technology
-8.37K
- 43.7%
$12.07 - $15.98 $101K - $134K
10.8K $160K
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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