Cerity Partners LLC Sells in Q1 2025

Cerity Partners LLC

  • $48.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWF
Ishares Russell 1000 Gr ETF

ETFs
-12.7K
- 1.35%
$360.07 - $417.26 $4.58M - $5.3M
931K $336M
TTEK
Tetra Tech Inc

Industrials
-802K
- 93.57%
$28.26 - $42.58 $22.7M - $34.1M
55.1K $1.61M
IQV
Iqvia Holdings Inc.

Healthcare
-122K
- 49.11%
$176.3 - $209.96 $21.6M - $25.7M
127K $22.4M
VGT
Vanguard Information Technolog

ETFs
-8.41K
- 3.16%
$542.38 - $646.34 $4.56M - $5.44M
258K $140M
ADBE
Adobe Inc.

Technology
-21.4K
- 7.55%
$377.84 - $464.11 $8.1M - $9.95M
263K $101M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-55.2K
- 2.56%
$120.29 - $134.6 $6.64M - $7.43M
2.1M $256M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-404K
- 61.33%
$50.44 - $50.7 $20.4M - $20.5M
254K $12.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.02K
- 0.04%
$168.16 - $186.21 $172K - $190K
2.69M $460M
TREX
Trex CO Inc

Industrials
-233K
- 67.9%
$54.0 - $74.44 $12.6M - $17.3M
110K $6.4M
BX
Blackstone Inc.

Financial Services
-2.34K
- 0.61%
$136.53 - $186.74 $319K - $436K
381K $53.2M
JEF
Jefferies Financial Group Inc.

Financial Services
-60.2K
- 20.99%
$52.22 - $81.31 $3.14M - $4.89M
226K $12.1M
UNH
Unitedhealth Group Inc

Healthcare
-33.9K
- 7.11%
$461.52 - $548.18 $15.7M - $18.6M
443K $232M
CFG
Citizens Financial Group Inc

Financial Services
-193K
- 50.89%
$39.73 - $48.36 $7.68M - $9.35M
186K $7.64M
VTRS
Viatris Inc

Healthcare
-579K
- 55.46%
$8.68 - $12.42 $5.03M - $7.2M
465K $4.05M
ADUS
Addus Home Care Corp

Healthcare
-68.4K
- 84.14%
$89.83 - $135.92 $6.14M - $9.29M
12.9K $1.27M
HBAN
Huntington Bancshares Inc

Financial Services
-499K
- 45.92%
$14.28 - $17.39 $7.13M - $8.68M
588K $8.83M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-86.1K
- 31.17%
$100.32 - $100.76 $8.64M - $8.68M
190K $19.1M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-10.1K
- 2.64%
$192.82 - $222.1 $1.94M - $2.23M
371K $71.6M
STZ
Constellation Brands, Inc.

Consumer Defensive
-21K
- 16.66%
$161.05 - $222.93 $3.38M - $4.68M
105K $19.3M
RDNT
Rad Net, Inc.

Healthcare
-74.5K
- 33.31%
$45.92 - $72.75 $3.42M - $5.42M
149K $7.42M
TDW
Tidewater Inc

Energy
-32.5K
- 6.07%
$39.93 - $57.69 $1.3M - $1.88M
503K $21.3M
FTI
Technip Fmc PLC

Energy
-299K
- 48.58%
$25.3 - $32.57 $7.58M - $9.75M
317K $10M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-255K
- 7.76%
$42.5 - $46.71 $10.8M - $11.9M
3.03M $137M
PAVE
Global X Fds Us Infrastructure

ETFs
-184K
- 93.36%
$37.31 - $43.82 $6.86M - $8.06M
13.1K $493K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-98.1K
- 69.37%
$69.82 - $78.67 $6.85M - $7.72M
43.3K $3.05M
VONG
Vanguard Russell 1000 Growth E

ETFs
-42.7K
- 13.06%
$92.71 - $107.38 $3.96M - $4.58M
284K $26.4M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-77.8K
- 15.29%
$78.0 - $84.37 $6.07M - $6.57M
431K $34.4M
LKQ
Lkq Corp

Consumer Cyclical
-185K
- 86.75%
$36.24 - $44.05 $6.7M - $8.14M
28.2K $1.2M
HAS
Hasbro, Inc.

Consumer Cyclical
-122K
- 77.05%
$56.16 - $69.06 $6.86M - $8.44M
36.4K $2.24M
TTD
Trade Desk, Inc.

Technology
-34.4K
- 45.73%
$53.59 - $126.58 $1.84M - $4.35M
40.8K $2.23M
KKR
Kkr & Co. Inc.

Financial Services
-1.76K
- 0.94%
$108.17 - $167.07 $190K - $294K
185K $21.4M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-3.55K
- 1.2%
$65.15 - $91.81 $232K - $326K
292K $19.1M
IR
Ingersoll Rand Inc.

Industrials
-47.4K
- 20.83%
$79.44 - $94.23 $3.77M - $4.47M
180K $14.4M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-261K
- 35.45%
$22.25 - $23.0 $5.8M - $6M
475K $10.9M
RWO
Spdr Dow Jones Global Real Est

ETFs
-141K
- 51.9%
$41.41 - $45.24 $5.85M - $6.39M
131K $5.71M
TGT
Target Corp

Consumer Defensive
-12.4K
- 8.21%
$103.65 - $142.5 $1.28M - $1.77M
139K $14.5M
GIS
General Mills Inc

Consumer Defensive
-81.4K
- 30.82%
$57.56 - $65.3 $4.68M - $5.31M
183K $10.9M
VBR
Vanguard Small Cap Value ETF

ETFs
-14.7K
- 5.75%
$183.02 - $207.75 $2.7M - $3.06M
242K $45M
XLK
Technology Sector Spdr

ETFs
-7.41K
- 4.6%
$206.38 - $242.18 $1.53M - $1.8M
154K $31.7M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-115K
- 46.08%
$49.67 - $51.43 $5.72M - $5.92M
135K $6.88M
DAL
Delta Air Lines, Inc.

Industrials
-5.49K
- 1.71%
$43.6 - $69.06 $239K - $379K
316K $13.8M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-92
- 0.01%
$196.12 - $229.48 $18K - $21.1K
1.07M $217M
AGO
Assured Guaranty LTD

Financial Services
-54K
- 30.8%
$82.9 - $95.47 $4.48M - $5.15M
121K $10.7M
ISRG
Intuitive Surgical Inc

Healthcare
-1.46K
- 0.9%
$476.63 - $610.45 $697K - $893K
161K $79.7M
MCHP
Microchip Technology Inc

Technology
-59.6K
- 26.39%
$48.41 - $64.3 $2.89M - $3.83M
166K $8.05M
INDA
Ishares Msci India Index Fund

ETFs
-89.2K
- 58.79%
$47.8 - $53.4 $4.26M - $4.76M
62.5K $3.22M
RS
Reliance Steel & Aluminum CO

Basic Materials
-17.6K
- 89.95%
$266.61 - $302.66 $4.7M - $5.34M
1.97K $569K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-270K
- 9.04%
$20.2 - $22.24 $5.46M - $6.01M
2.72M $58.5M
CNP
Centerpoint Energy Inc

Utilities
-158K
- 53.19%
$30.87 - $36.25 $4.88M - $5.72M
139K $5.04M
Activity Summary
Buys All Purchases 1508 New Holdings 243 Increased Positions 1265 Sells All Sells 865 Reductions 865 Sold out 0 Options Calls 3 Puts 4
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