Cerity Partners LLC Sells in Q1 2025

Cerity Partners LLC

  • $48.7 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEV
Ishares Tr Europe ETF

ETFs
-403
- 2.25%
$51.89 - $60.68 $20.9K - $24.5K
17.5K $1.02M
FNDC
Schwab Fundamental Intl Small

ETFs
-879
- 1.51%
$33.34 - $37.44 $29.3K - $32.9K
57.3K $2.07M
WY
Weyerhaeuser CO

Real Estate
-2.41K
- 1.7%
$27.29 - $31.39 $65.7K - $75.5K
139K $4.06M
MPW
Medical Properties Trust Inc

Real Estate
-15.2K
- 17.07%
$3.83 - $6.21 $58.4K - $94.6K
74K $446K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-1.14K
- 2.95%
$68.32 - $75.06 $77.5K - $85.2K
37.4K $2.79M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-797
- 3.5%
$69.81 - $78.9 $55.6K - $62.9K
22K $1.71M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
-62
- 0.15%
$38.54 - $41.5 $2.39K - $2.57K
41.2K $1.68M
PAYC
Paycom Software, Inc.

Technology
-158
- 1.51%
$199.42 - $225.82 $31.5K - $35.7K
10.3K $2.25M
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-2K
- 1.08%
$30.35 - $33.16 $60.8K - $66.4K
183K $5.85M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-893
- 1.02%
$27.47 - $30.62 $24.5K - $27.3K
86.4K $2.56M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
-408
- 2.39%
$73.71 - $87.55 $30.1K - $35.7K
16.7K $1.45M
WCN
Waste Connections, Inc.

Industrials
-435
- 4.39%
$169.89 - $195.19 $73.9K - $84.9K
9.46K $1.85M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-216
- 2.33%
$111.19 - $129.47 $24K - $28K
9.07K $1.17M
FOXA
Fox Corp

Communication Services
-1.52K
- 4.72%
$47.9 - $58.0 $72.8K - $88.1K
30.6K $1.73M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-449
- 0.75%
$85.29 - $92.57 $38.3K - $41.6K
59.7K $5.44M
UDR
Udr, Inc.

Real Estate
-717
- 0.58%
$40.09 - $46.04 $28.7K - $33K
123K $5.57M
PSLV
Sprott Physical Silver Trust

Financial Services
-40
- 0.04%
$9.86 - $11.68 $394 - $467
97.8K $1.13M
DBND
Doubleline ETF Tr Opportunisti

ETFs
-1.15K
- 0.4%
$44.88 - $46.36 $51.7K - $53.4K
285K $13.2M
HLN
Haleon PLC

Healthcare
-21.4K
- 3.66%
$9.02 - $10.67 $193K - $228K
563K $5.79M
AFL
Aflac Inc

Financial Services
-15K
- 6.19%
$100.99 - $111.19 $1.51M - $1.67M
227K $25.3M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-247
- 0.67%
$53.69 - $62.68 $13.3K - $15.5K
36.5K $2.2M
VDE
Vanguard Energy ETF

ETFs
-469
- 1.36%
$119.14 - $132.76 $55.9K - $62.3K
34K $4.42M
MPLX
Mplx LP

Energy
-4
- 0.01%
$47.88 - $54.65 $192 - $219
47.2K $2.53M
VPU
Vanguard Utilities ETF

ETFs
-935
- 1.62%
$161.24 - $173.33 $151K - $162K
56.9K $9.72M
NEM
Newmont Corp

Basic Materials
-10.4K
- 14.81%
$37.79 - $48.39 $394K - $505K
60K $2.9M
CHTR
Charter Communications, Inc.

Communication Services
-396
- 2.4%
$334.89 - $384.77 $133K - $152K
16.1K $5.93M
SHW
Sherwin Williams CO

Basic Materials
-1.28K
- 1.61%
$330.16 - $365.55 $422K - $467K
78.1K $27.3M
VRSK
Verisk Analytics, Inc.

Industrials
-2.23K
- 4.93%
$268.63 - $301.33 $599K - $672K
43K $12.8M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-813
- 0.11%
$25.77 - $27.6 $21K - $22.4K
716K $19M
DFAE
Dimensional ETF Tr

ETFs
-4.59K
- 0.51%
$24.64 - $26.86 $113K - $123K
891K $23.1M
CBOE
Cboe Global Markets, Inc.

Financial Services
-315
- 2.04%
$190.84 - $226.29 $60.1K - $71.3K
15.1K $3.42M
NFG
National Fuel Gas CO

Energy
-4.76K
- 10.63%
$60.71 - $79.19 $289K - $377K
40K $3.17M
XLE
Energy Sector Spdr

ETFs
-26.7K
- 7.05%
$85.7 - $93.96 $2.29M - $2.51M
352K $32.9M
AER
Aer Cap Holdings N.V.

Industrials
-1.18K
- 1.3%
$94.11 - $105.78 $111K - $124K
89.5K $9.14M
JPIN
Jp Morgan Diversified Return I

ETFs
-5.81K
- 2.43%
$52.75 - $58.91 $307K - $342K
234K $13.4M
ADPT
Adaptive Biotechnologies Corp

Healthcare
-21.4K
- 4.48%
$6.07 - $8.66 $130K - $186K
457K $3.4M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-2.85K
- 4.61%
$46.15 - $63.53 $131K - $181K
58.9K $3.62M
CCI
Crown Castle International Corp

Real Estate
-2.63K
- 4.23%
$84.33 - $106.39 $222K - $280K
59.6K $6.21M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.64K
- 0.27%
$126.11 - $135.06 $206K - $221K
607K $78.3M
CAH
Cardinal Health Inc

Healthcare
-374
- 1.07%
$118.02 - $137.77 $44.1K - $51.5K
34.5K $4.76M
IXUS
Ishares Tr

ETFs
-3.51K
- 1.31%
$65.06 - $72.31 $229K - $254K
265K $18.5M
EFV
Msci Eafe Value ETF

ETFs
-6.38K
- 3.44%
$51.88 - $60.73 $331K - $387K
179K $10.6M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-45.2K
- 11.57%
$9.49 - $14.83 $429K - $670K
345K $4.7M
VHT
Vanguard Health Care ETF

ETFs
-944
- 0.79%
$254.06 - $273.83 $240K - $258K
118K $31.2M
AR
Antero Resources Corp

Energy
-793
- 0.36%
$33.64 - $41.42 $26.7K - $32.8K
219K $8.84M
TSCO
Tractor Supply CO

Consumer Cyclical
-2.02K
- 0.33%
$51.66 - $57.94 $104K - $117K
618K $34M
AMT
American Tower Corp

Real Estate
-8.23K
- 9.2%
$173.46 - $217.6 $1.43M - $1.79M
81.2K $17.7M
SLV
I Shares Silver Trust

ETFs
-3.31K
- 1.11%
$26.93 - $31.32 $89.2K - $104K
295K $9.15M
OKTA
Okta, Inc.

Technology
-4.43K
- 6.64%
$78.83 - $116.72 $349K - $517K
62.3K $6.56M
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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