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
$32.7B
$3.88 Million 0.01% of portfolio
44,729
Q3 2024 Added 25.49%
$55.3B
$6.2 Million 0.01% of portfolio
52,268
Q3 2024 Added 10.06%
$5.84B
$3.48 Million 0.01% of portfolio
103,041
Q3 2024 Added 222.97%
$6.46B
$3.83 Million 0.01% of portfolio
48,389
Q3 2024 Reduced 2.33%
$35.2B
$3.18 Million 0.01% of portfolio
12,698
Q3 2024 Added 22.76%
$8.39B
$6.02 Million 0.01% of portfolio
672,104
Q3 2024 Added 75.28%
$16.2B
$5.23 Million 0.01% of portfolio
10,632
Q3 2024 Added 89.99%
$5.61B
$2.56 Million 0.01% of portfolio
12,352
Q3 2024 Added 23.99%
$3.55B
$4.43 Million 0.01% of portfolio
253,036
Q3 2024 Added 202.57%
$8.93B
$2.94 Million 0.01% of portfolio
17,511
Q3 2024 Added 92.79%
$20.7B
$5.22 Million 0.01% of portfolio
154,321
Q3 2024 Added 17.53%
$6.29B
$3.9 Million 0.01% of portfolio
36,409
Q3 2024 Added 26.48%
$4.88B
$2.91 Million 0.01% of portfolio
1,715
Q3 2024 Reduced 0.81%
$12.4B
$4.64 Million 0.01% of portfolio
29,959
Q3 2024 Added 67.39%
$33.7B
$4.93 Million 0.01% of portfolio
16,725
Q3 2024 Added 190.36%
$8.41B
$3.96 Million 0.01% of portfolio
9,507
Q3 2024 Added 145.22%
$10.1B
$5.15 Million 0.01% of portfolio
53,711
Q3 2024 Added 7.02%
$1.64B
$2.45 Million 0.01% of portfolio
133,640
Q3 2024 Reduced 0.18%
$20.4B
$2.72 Million 0.01% of portfolio
60,400
Q3 2024 Added 10.02%
$19.9B
$3.95 Million 0.01% of portfolio
10,668
Q3 2024 Added 45.34%
$22.2B
$4.35 Million 0.01% of portfolio
40,307
Q3 2024 Added 28.74%
$20.6B
$6.45 Million 0.01% of portfolio
92,464
Q3 2024 Added 263.89%
$0
$776,000 0.0% of portfolio
73,103
Q3 2024 Added 0.19%
$7.17B
$569,000 0.0% of portfolio
4,068
Q3 2024 Added 91.44%
$767M
$137,000 0.0% of portfolio
53,057
Q3 2024 Added 158.1%
$5.13B
$196,000 0.0% of portfolio
18,751
Q3 2024 Added 28.14%
$7.02B
$347,000 0.0% of portfolio
3,552
Q3 2024 Reduced 72.07%
$3.33B
$1.17 Million 0.0% of portfolio
22,106
Q3 2024 Added 30.1%
$6.52B
$337,000 0.0% of portfolio
3,134
Q3 2024 Reduced 96.99%
$300M
$51,000 0.0% of portfolio
25,256
Q3 2024 Added 48.55%
$21.1B
$1.23 Million 0.0% of portfolio
126,211
Q3 2024 Added 27.98%
$1.58B
$173,000 0.0% of portfolio
10,106
Q3 2024 New
$37.9M
$137,000 0.0% of portfolio
40,934
Q2 2024 Reduced 5.39%
$1.28B
$821,000 0.0% of portfolio
36,367
Q3 2024 Added 42.33%
$3.55B
$2.09 Million 0.0% of portfolio
32,922
Q3 2024 Added 43.75%
$2.74B
$219,000 0.0% of portfolio
14,286
Q3 2024 New
$2.29B
$327,000 0.0% of portfolio
13,954
Q3 2024 New
$975M
$348,000 0.0% of portfolio
30,029
Q3 2024 Added 0.62%
$515M
$196,000 0.0% of portfolio
35,886
Q3 2024 Added 191.19%
$235M
$205,000 0.0% of portfolio
53,386
Q3 2024 Added 15.97%
$5.92B
$583,000 0.0% of portfolio
11,471
Q3 2024 Added 77.87%
$9.66B
$689,000 0.0% of portfolio
2,504
Q3 2024 Added 13.1%
$4.99B
$518,000 0.0% of portfolio
8,130
Q3 2024 New
$2.36B
$535,000 0.0% of portfolio
24,835
Q3 2024 Reduced 19.41%
$1.64B
$309,000 0.0% of portfolio
13,721
Q3 2024 New
$3.48B
$1.02 Million 0.0% of portfolio
50,878
Q3 2024 Added 151.36%
$5.87B
$430,000 0.0% of portfolio
59,529
Q3 2024 Reduced 32.46%
$3.9B
$520,000 0.0% of portfolio
6,895
Q3 2024 Added 19.08%
$2.58B
$281,000 0.0% of portfolio
7,211
Q3 2024 Added 125.77%

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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