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
$20.9B
$3.12 Million 0.01% of portfolio
6,951
Q3 2024 Added 48.97%
$18.7B
$3.08 Million 0.01% of portfolio
71,553
Q3 2024 Added 2.07%
$13.1B
$2.97 Million 0.01% of portfolio
38,353
Q3 2024 Added 127.95%
$28.6B
$2.29 Million 0.01% of portfolio
123,815
Q3 2024 Added 181.67%
$21B
$4.01 Million 0.01% of portfolio
19,637
Q3 2024 Added 52.75%
$7.5B
$2.68 Million 0.01% of portfolio
243,118
Q3 2024 Added 16.31%
$32.7B
$6.52 Million 0.01% of portfolio
86,587
Q3 2024 Added 41.54%
$5.49B
$4.58 Million 0.01% of portfolio
152,038
Q3 2024 Added 291.79%
$59.6B
$5.41 Million 0.01% of portfolio
16,687
Q3 2024 Added 62.77%
$25.7B
$5.47 Million 0.01% of portfolio
52,259
Q3 2024 Added 51.54%
$13.1B
$2.95 Million 0.01% of portfolio
47,929
Q3 2024 Added 70.3%
$23.5B
$4.33 Million 0.01% of portfolio
31,788
Q3 2024 Added 43.73%
$5.78B
$2.47 Million 0.01% of portfolio
19,869
Q3 2024 Added 401.36%
$13B
$3.69 Million 0.01% of portfolio
15,277
Q3 2024 Added 30.61%
$5.1B
$4.69 Million 0.01% of portfolio
366,619
Q3 2024 Added 10.89%
$14.1B
$2.27 Million 0.01% of portfolio
217,607
Q3 2024 Added 105.62%
$42B
$6.34 Million 0.01% of portfolio
82,111
Q3 2024 Added 12.51%
$44.2B
$2.51 Million 0.01% of portfolio
14,106
Q3 2024 Added 10.96%
$8.43B
$4.2 Million 0.01% of portfolio
70,095
Q3 2024 Reduced 58.25%
$16.3B
$6.49 Million 0.01% of portfolio
16,617
Q3 2024 Added 81.59%
$7.96B
$4.45 Million 0.01% of portfolio
74,872
Q3 2024 Added 40.72%
$10.2B
$3.8 Million 0.01% of portfolio
39,610
Q3 2024 Added 368.98%
$8.76B
$5.23 Million 0.01% of portfolio
46,715
Q3 2024 Added 48.44%
$51B
$6.19 Million 0.01% of portfolio
32,429
Q3 2024 Added 30.06%
$788M
$2.38 Million 0.01% of portfolio
4,861
Q3 2024 Added 0.1%
$1.74B
$5.43 Million 0.01% of portfolio
513,905
Q3 2024 Added 119.91%
$45.6B
$4.69 Million 0.01% of portfolio
40,752
Q3 2024 Added 33.9%
$13.5B
$3.22 Million 0.01% of portfolio
19,644
Q3 2024 Added 26.91%
$5.58B
$3.84 Million 0.01% of portfolio
24,119
Q3 2024 Added 1,781.36%
$30.6B
$5.04 Million 0.01% of portfolio
42,476
Q3 2024 Added 159.16%
$30.1B
$4.02 Million 0.01% of portfolio
60,050
Q3 2024 Added 190.01%
$12.6B
$3.06 Million 0.01% of portfolio
14,647
Q3 2024 Added 108.47%
$19.7B
$6.31 Million 0.01% of portfolio
101,600
Q3 2024 Added 39.62%
$17.1B
$2.64 Million 0.01% of portfolio
31,211
Q3 2024 Added 36.29%
$15.7B
$3.08 Million 0.01% of portfolio
43,809
Q3 2024 Reduced 23.65%
$4.22B
$3.09 Million 0.01% of portfolio
27,300
Q3 2024 Added 50.84%
$8.81B
$2.46 Million 0.01% of portfolio
96,537
Q3 2024 Added 21.25%
$23.4B
$3.15 Million 0.01% of portfolio
24,540
Q3 2024 Reduced 68.78%
$9.82B
$4.01 Million 0.01% of portfolio
13,924
Q3 2024 Added 23.82%
$7.31B
$2.54 Million 0.01% of portfolio
13,624
Q3 2024 Added 35.56%
$35.3B
$5.9 Million 0.01% of portfolio
90,569
Q3 2024 Added 30.0%
$43B
$4.19 Million 0.01% of portfolio
29,177
Q3 2024 Added 46.86%
$6.47B
$4.67 Million 0.01% of portfolio
172,000
Q3 2024 Added 40.37%
$22.7B
$5.44 Million 0.01% of portfolio
12,641
Q3 2024 Added 142.07%
$2.56B
$2.35 Million 0.01% of portfolio
74,081
Q3 2024 Added 23.05%
$57.5B
$3.89 Million 0.01% of portfolio
242,531
Q3 2024 Added 29.06%
$16.3B
$5.28 Million 0.01% of portfolio
46,861
Q3 2024 Added 27.26%
$33.5B
$4.85 Million 0.01% of portfolio
16,512
Q3 2024 Added 11.51%
$12.8B
$5.82 Million 0.01% of portfolio
81,540
Q3 2024 Added 43.52%

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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