Cerity Partners LLC Sells in Q4 2024

Cerity Partners LLC

  • $45.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ICSH
Blackrock Ultra Short Term Bon

ETFs
-1.55M
- 70.23%
$50.35 - $50.69 $78.2M - $78.7M
658K $33.2M
MSFT
Microsoft Corp

Technology
-68K
- 2.13%
$406.35 - $454.46 $27.6M - $30.9M
3.12M $1.32B
UNH
Unitedhealth Group Inc

Healthcare
-30.1K
- 5.93%
$485.52 - $625.25 $14.6M - $18.8M
477K $241M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-856K
- 19.32%
$37.12 - $41.23 $31.8M - $35.3M
3.57M $133M
ALGN
Align Technology Inc

Healthcare
-150K
- 94.62%
$205.03 - $245.32 $30.7M - $36.8M
8.52K $1.78M
MRK
Merck & Co., Inc.

Healthcare
-114K
- 6.01%
$96.31 - $114.76 $10.9M - $13M
1.77M $177M
AMD
Advanced Micro Devices Inc

Technology
-83.7K
- 16.23%
$118.88 - $172.8 $9.95M - $14.5M
432K $52.2M
ADBE
Adobe Inc.

Technology
-21.4K
- 7.0%
$437.39 - $552.96 $9.36M - $11.8M
284K $126M
NVO
Novo Nordisk A S

Healthcare
-32.9K
- 4.16%
$85.0 - $120.04 $2.8M - $3.95M
758K $65.2M
HD
Home Depot, Inc.

Consumer Cyclical
-45.5K
- 6.76%
$385.02 - $431.37 $17.5M - $19.6M
628K $244M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-19.9K
- 10.97%
$501.29 - $612.85 $9.98M - $12.2M
162K $84M
AMGN
Amgen Inc

Healthcare
-6.14K
- 1.55%
$258.78 - $328.31 $1.59M - $2.01M
389K $101M
PEP
Pepsico Inc

Consumer Defensive
-49K
- 5.19%
$151.29 - $176.1 $7.42M - $8.63M
896K $136M
NEE
Nextera Energy Inc

Utilities
-76.7K
- 6.08%
$69.77 - $85.43 $5.35M - $6.55M
1.18M $84.9M
BLDR
Builders First Source, Inc.

Industrials
-66K
- 28.03%
$142.93 - $198.25 $9.44M - $13.1M
170K $24.2M
IQV
Iqvia Holdings Inc.

Healthcare
-47.5K
- 16.02%
$190.97 - $236.63 $9.08M - $11.2M
249K $49M
DHR
Danaher Corp

Healthcare
-23.1K
- 7.11%
$226.16 - $274.52 $5.23M - $6.34M
302K $69.3M
XOM
Exxon Mobil Corp

Energy
-24.3K
- 1.29%
$105.51 - $125.37 $2.56M - $3.04M
1.86M $200M
CVS
Cvs Health Corp

Healthcare
-99.2K
- 16.06%
$43.78 - $67.46 $4.35M - $6.7M
519K $23.3M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-39.9K
- 2.69%
$75.1 - $82.99 $3M - $3.31M
1.44M $109M
CTAS
Cintas Corp

Industrials
-49.4K
- 21.14%
$182.7 - $226.47 $9.02M - $11.2M
184K $33.6M
TDW
Tidewater Inc

Energy
-72.4K
- 11.9%
$47.0 - $73.31 $3.4M - $5.31M
536K $29.3M
AMAT
Applied Materials Inc

Technology
-22.2K
- 8.62%
$161.44 - $213.89 $3.59M - $4.75M
235K $38.3M
AMT
American Tower Corp

Real Estate
-39.8K
- 30.78%
$179.4 - $232.01 $7.14M - $9.23M
89.5K $16.4M
KLAC
Kla Corp

Technology
-1.73K
- 1.98%
$614.46 - $829.55 $1.06M - $1.43M
85.4K $53.8M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-303K
- 9.2%
$20.55 - $23.26 $6.23M - $7.05M
2.99M $63M
CB
Chubb LTD

Financial Services
-35.1K
- 11.9%
$271.57 - $301.89 $9.54M - $10.6M
260K $71.8M
GPC
Genuine Parts CO

Consumer Cyclical
-73.9K
- 37.35%
$113.11 - $143.63 $8.36M - $10.6M
124K $14.5M
AWK
American Water Works Company, Inc.

Utilities
-49.7K
- 17.62%
$123.83 - $146.07 $6.16M - $7.26M
233K $28.9M
META
Meta Platforms, Inc.

Communication Services
-42.6K
- 5.69%
$554.08 - $632.68 $23.6M - $26.9M
706K $416M
WLK
Westlake Corp

Basic Materials
-59.3K
- 41.8%
$113.23 - $148.98 $6.72M - $8.84M
82.6K $9.47M
CI
Cigna Corp

Healthcare
-15.3K
- 14.09%
$265.59 - $358.58 $4.06M - $5.48M
93.2K $25.7M
WFG
West Fraser Timber Co., LTD

Basic Materials
-102K
- 41.38%
$84.65 - $101.14 $8.67M - $10.4M
145K $12.6M
RDNT
Rad Net, Inc.

Healthcare
-164K
- 42.27%
$64.99 - $86.38 $10.6M - $14.2M
224K $15.6M
ELV
Elevance Health, Inc.

Healthcare
-1.59K
- 2.47%
$365.96 - $514.62 $583K - $820K
63.1K $23.3M
QCOM
Qualcomm Inc

Technology
-9.56K
- 1.8%
$150.4 - $178.04 $1.44M - $1.7M
521K $80.1M
UNP
Union Pacific Corp

Industrials
-11.4K
- 2.86%
$223.15 - $249.32 $2.53M - $2.83M
385K $87.9M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-3.39K
- 0.78%
$82.28 - $117.52 $279K - $399K
432K $36.6M
KO
Coca Cola CO

Consumer Defensive
-9.11K
- 0.98%
$61.74 - $71.71 $562K - $653K
923K $57.5M
ORCL
Oracle Corp

Technology
-37.1K
- 4.19%
$165.41 - $192.43 $6.14M - $7.14M
848K $141M
CMCSA
Comcast Corp

Communication Services
-121K
- 10.42%
$37.39 - $45.14 $4.51M - $5.44M
1.04M $38.9M
KWR
Quaker Chemical Corp

Basic Materials
-52.7K
- 81.58%
$137.52 - $180.36 $7.25M - $9.51M
11.9K $1.68M
VONE
Vanguard Russell 1000 ETF

ETFs
-39.6K
- 15.91%
$257.18 - $277.76 $10.2M - $11M
209K $55.8M
HCSG
Healthcare Services Group Inc

Healthcare
-783K
- 95.48%
$9.71 - $12.9 $7.61M - $10.1M
37.1K $430K
NKE
Nike, Inc.

Consumer Cyclical
-45.6K
- 11.14%
$73.36 - $89.13 $3.35M - $4.07M
364K $27.5M
K
Kellogg CO

Consumer Defensive
-107K
- 54.16%
$80.34 - $81.29 $8.59M - $8.69M
90.5K $7.33M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-34.8K
- 1.63%
$88.59 - $94.57 $3.09M - $3.29M
2.1M $186M
XLV
Select Sector Spdr Fund Health

ETFs
-46.6K
- 38.2%
$136.28 - $154.74 $6.36M - $7.22M
75.5K $10.4M
VT
Vanguard Total World Stk Index

ETFs
-62.3K
- 16.86%
$117.09 - $123.07 $7.29M - $7.66M
307K $36.1M
Activity Summary
Buys All Purchases 1121 New Holdings 145 Increased Positions 976 Sells All Sells 1188 Reductions 1188 Sold out 0 Options Calls 0 Puts 0
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