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
$78B
$83.4 Million 0.19% of portfolio
610,010
Q3 2024 Added 92.68%
$196B
$84.6 Million 0.19% of portfolio
515,606
Q3 2024 Added 8.7%
$112B
$85.1 Million 0.19% of portfolio
295,081
Q3 2024 Added 37.52%
$1.45B
$84.7 Million 0.19% of portfolio
1,457,833
Q3 2024 Added 0.15%
$145B
$85 Million 0.19% of portfolio
235,383
Q3 2024 Added 9.03%
$1.1T
$87.1 Million 0.19% of portfolio
501,521
Q3 2024 Added 11.65%
$53.4B
$86 Million 0.19% of portfolio
106,252
Q3 2024 Added 1.87%
$73.6B
$79.9 Million 0.18% of portfolio
730,874
Q3 2024 Added 5.13%
$129B
$80.7 Million 0.18% of portfolio
138,011
Q3 2024 Added 6.24%
$178B
$82.4 Million 0.18% of portfolio
680,484
Q3 2024 Added 11.62%
$216B
$81.8 Million 0.18% of portfolio
91,508
Q3 2024 Added 23.45%
$41.3B
$78.3 Million 0.17% of portfolio
1,201,040
Q3 2024 Added 484.03%
$76.7B
$76.4 Million 0.17% of portfolio
272,460
Q3 2024 Added 15.6%
$139B
$70.4 Million 0.16% of portfolio
1,086,616
Q3 2024 Added 10.44%
$36.7B
$70.3 Million 0.16% of portfolio
296,759
Q3 2024 Added 3.67%
$177B
$73.6 Million 0.16% of portfolio
378,141
Q3 2024 Added 7.96%
$201B
$66.3 Million 0.15% of portfolio
299,691
Q3 2024 Added 0.89%
$78.8B
$65.1 Million 0.15% of portfolio
248,369
Q3 2024 Added 5.37%
$209B
$68.4 Million 0.15% of portfolio
139,175
Q3 2024 Added 10.47%
$107B
$67.5 Million 0.15% of portfolio
87,153
Q3 2024 Added 10.68%
$163B
$65.6 Million 0.15% of portfolio
1,459,961
Q3 2024 Added 16.51%
$94.6B
$60.5 Million 0.14% of portfolio
443,795
Q3 2024 Reduced 2.8%
$113B
$58.8 Million 0.13% of portfolio
255,439
Q3 2024 Added 7.77%
$128B
$58.1 Million 0.13% of portfolio
379,214
Q3 2024 Reduced 0.09%
$141B
$59.7 Million 0.13% of portfolio
711,882
Q3 2024 Added 12.72%
$200B
$60.2 Million 0.13% of portfolio
319,518
Q3 2024 Added 22.45%
$162B
$57 Million 0.13% of portfolio
210,662
Q3 2024 Added 19.03%
$79.3B
$58.4 Million 0.13% of portfolio
792,858
Q3 2024 Added 26.18%
$382B
$59.2 Million 0.13% of portfolio
83,471
Q3 2024 Added 43.26%
$148B
$57.4 Million 0.13% of portfolio
1,984,016
Q3 2024 Added 26.24%
$165B
$52.1 Million 0.12% of portfolio
257,636
Q3 2024 Added 11.69%
$155B
$53.9 Million 0.12% of portfolio
860,907
Q3 2024 Added 59.33%
$123B
$51 Million 0.11% of portfolio
184,177
Q3 2024 Added 11.36%
$20.1B
$48.1 Million 0.11% of portfolio
233,472
Q3 2024 Added 464.76%
$161B
$48.3 Million 0.11% of portfolio
1,156,427
Q3 2024 Added 14.96%
$137B
$48.1 Million 0.11% of portfolio
115,274
Q3 2024 Added 5.44%
$79.5B
$51.3 Million 0.11% of portfolio
409,352
Q3 2024 Added 11.29%
$56.8B
$50.5 Million 0.11% of portfolio
203,318
Q3 2024 Added 19.53%
$52.7B
$48.3 Million 0.11% of portfolio
359,846
Q3 2024 Added 1.3%
$293B
$47.1 Million 0.11% of portfolio
833,711
Q3 2024 Added 11.32%
$225B
$46.2 Million 0.1% of portfolio
435,571
Q3 2024 Reduced 7.93%
$196B
$46.6 Million 0.1% of portfolio
11,066
Q3 2024 Added 10.75%
$120B
$46.1 Million 0.1% of portfolio
891,305
Q3 2024 Added 38.87%
$25.6B
$45.7 Million 0.1% of portfolio
235,597
Q3 2024 Added 77.32%
$1.14B
$45.8 Million 0.1% of portfolio
3,823,925
Q3 2024 Added 2.69%
$2.55B
$43.6 Million 0.1% of portfolio
608,245
Q3 2024 Added 173.41%
$86.9B
$44.4 Million 0.1% of portfolio
213,850
Q3 2024 Added 10.18%
$70.5B
$41.8 Million 0.09% of portfolio
140,527
Q3 2024 Added 5.91%
$17.5B
$40.3 Million 0.09% of portfolio
158,399
Q3 2024 Reduced 5.37%

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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