Cerity Partners LLC Portfolio Holdings

Cerity Partners LLC

  • $44.7 Billion
  • Q3 2024

Cerity Partners LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $44.7 Billion distributed in 2526 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $1.83B, Apple Inc. with a value of $1.69B, Microsoft Corp with a value of $1.37B, Spdr S&P 500 ETF Trust with a value of $1.28B, and Procter & Gamble CO with a value of $1.1B.

Examining the 13F form we can see an increase of $6.99B in the current position value, from $37.7B to 44.7B.

Cerity Partners LLC is based out at New York, NY

Below you can find more details about Cerity Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $44.7 Billion
ETFs: $20 Billion
Technology: $7.16 Billion
Financial Services: $3.39 Billion
Healthcare: $3.3 Billion
Consumer Defensive: $2.36 Billion
Consumer Cyclical: $2.31 Billion
Industrials: $2.25 Billion
Communication Services: $1.77 Billion
Other: $2.17 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.07T
$1.69 Billion 3.79% of portfolio
7,271,752
Q3 2024 Added 18.16%
$3.39T
$1.37 Billion 3.07% of portfolio
3,190,595
Q3 2024 Added 16.84%
$404B
$1.1 Billion 2.46% of portfolio
6,356,220
Q3 2024 Added 2.06%
$325B
$1.09 Billion 2.44% of portfolio
8,994,223
Q3 2024 Added 21.05%
$2.35T
$678 Million 1.52% of portfolio
3,639,220
Q3 2024 Added 17.15%
$740B
$514 Million 1.15% of portfolio
580,520
Q3 2024 Added 9.44%
$1.17T
$460 Million 1.03% of portfolio
2,776,590
Q3 2024 Added 14.11%
$1.39T
$428 Million 0.96% of portfolio
748,222
Q3 2024 Added 30.68%
$1.2T
$415 Million 0.93% of portfolio
2,480,769
Q3 2024 Added 12.63%
$699B
$361 Million 0.81% of portfolio
1,715,050
Q3 2024 Added 13.98%
$6.34B
$354 Million 0.79% of portfolio
798,041
Q3 2024 Added 0.0%
$97.3B
$345 Million 0.77% of portfolio
2,001,287
Q3 2024 Added 1,047.67%
$435B
$341 Million 0.76% of portfolio
384,175
Q3 2024 Added 23.02%
$454B
$296 Million 0.66% of portfolio
507,077
Q3 2024 Added 14.06%
$593B
$286 Million 0.64% of portfolio
620,969
Q3 2024 Added 16.92%
$418B
$273 Million 0.61% of portfolio
673,876
Q3 2024 Added 14.25%
$383B
$236 Million 0.53% of portfolio
1,459,080
Q3 2024 Added 9.96%
$450B
$220 Million 0.49% of portfolio
1,880,236
Q3 2024 Added 11.82%
$253B
$214 Million 0.48% of portfolio
1,887,812
Q3 2024 Added 21.94%
$506B
$184 Million 0.41% of portfolio
373,570
Q3 2024 Added 9.1%
$290B
$170 Million 0.38% of portfolio
1,153,440
Q3 2024 Added 3.7%
$310B
$165 Million 0.37% of portfolio
834,464
Q3 2024 Added 22.69%
$215B
$161 Million 0.36% of portfolio
944,940
Q3 2024 Added 11.33%
$212B
$158 Million 0.35% of portfolio
305,508
Q3 2024 Added 9.56%
$143B
$158 Million 0.35% of portfolio
1,347,670
Q3 2024 Added 8.97%
$458B
$151 Million 0.34% of portfolio
885,270
Q3 2024 Added 30.46%
$60.2B
$150 Million 0.34% of portfolio
438,602
Q3 2024 Added 7.11%
$351B
$152 Million 0.34% of portfolio
553,626
Q3 2024 Added 20.4%
$218B
$137 Million 0.31% of portfolio
448,676
Q3 2024 Added 6.66%
$259B
$140 Million 0.31% of portfolio
1,733,519
Q3 2024 Added 7.75%
$240B
$130 Million 0.29% of portfolio
2,435,685
Q3 2024 Added 6.96%
$142B
$127 Million 0.28% of portfolio
395,273
Q3 2024 Added 14.49%
$158B
$126 Million 0.28% of portfolio
133,070
Q3 2024 Added 1.03%
$362B
$116 Million 0.26% of portfolio
2,935,213
Q3 2024 Added 20.12%
$198B
$110 Million 0.25% of portfolio
967,938
Q3 2024 Added 9.59%
$207B
$112 Million 0.25% of portfolio
181,424
Q3 2024 Added 20.36%
$225B
$107 Million 0.24% of portfolio
304,101
Q3 2024 Added 11.64%
$142B
$107 Million 0.24% of portfolio
1,261,124
Q3 2024 Added 19.66%
$120B
$107 Million 0.24% of portfolio
229,042
Q3 2024 Added 14.63%
$1.52T
$102 Million 0.23% of portfolio
388,135
Q3 2024 Added 29.82%
$206B
$98.7 Million 0.22% of portfolio
1,026,383
Q3 2024 Added 27.28%
$157B
$97.8 Million 0.22% of portfolio
473,340
Q3 2024 Added 20.35%
$141B
$97.7 Million 0.22% of portfolio
396,630
Q3 2024 Added 0.01%
$191B
$95.6 Million 0.21% of portfolio
154,005
Q3 2024 Added 17.45%
$244B
$94.1 Million 0.21% of portfolio
790,636
Q3 2024 Added 29.89%
$163B
$94 Million 0.21% of portfolio
181,868
Q3 2024 Added 23.59%
$198B
$91.5 Million 0.2% of portfolio
233,874
Q3 2024 Added 10.3%
$170B
$90.3 Million 0.2% of portfolio
324,806
Q3 2024 Added 11.05%
$177B
$90.3 Million 0.2% of portfolio
530,923
Q3 2024 Added 25.11%

Summary

  • Portfolio
  • No. of Stocks 2,526
  • Current Value $44.7 Billion
  • Prior Value $37.7 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 405 stocks
  • Additional Purchases 1,661 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 363 stocks
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