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
$225B
$40.9 Million 0.09% of portfolio
150,765
Q3 2024 Added 23.85%
$23.5B
$41.3 Million 0.09% of portfolio
282,238
Q3 2024 Added 37.37%
$57.8B
$41.9 Million 0.09% of portfolio
89,087
Q3 2024 Added 47.69%
$57.8B
$38.8 Million 0.09% of portfolio
617,980
Q3 2024 Reduced 14.8%
$196B
$39.3 Million 0.09% of portfolio
79,404
Q3 2024 Added 12.29%
$85.3B
$41.7 Million 0.09% of portfolio
259,357
Q3 2024 Added 27.78%
$85.6B
$40 Million 0.09% of portfolio
63,282
Q3 2024 Added 44.92%
$145B
$40.7 Million 0.09% of portfolio
160,206
Q3 2024 Added 50.46%
$48.1B
$39.9 Million 0.09% of portfolio
133,885
Q3 2024 Added 165.15%
$2.21B
$40.4 Million 0.09% of portfolio
856,842
Q3 2024 Added 395.25%
$30.5B
$38.7 Million 0.09% of portfolio
132,932
Q3 2024 Added 4.32%
$163B
$34.4 Million 0.08% of portfolio
1,564,886
Q3 2024 Added 16.41%
$81B
$37.6 Million 0.08% of portfolio
108,520
Q3 2024 Added 23.89%
$50.9B
$37.4 Million 0.08% of portfolio
115,542
Q3 2024 Added 13.41%
$138B
$36.6 Million 0.08% of portfolio
110,319
Q3 2024 Added 29.96%
$70.2B
$37.5 Million 0.08% of portfolio
146,850
Q3 2024 Added 23.38%
$98.3B
$36.2 Million 0.08% of portfolio
409,706
Q3 2024 Added 2.64%
$213B
$36.3 Million 0.08% of portfolio
315,488
Q3 2024 Added 17.17%
$15.9B
$36.1 Million 0.08% of portfolio
719,493
Q3 2024 Added 189.92%
$106B
$34.5 Million 0.08% of portfolio
354,150
Q3 2024 Added 11.61%
$90.8B
$33.9 Million 0.08% of portfolio
87,093
Q3 2024 Added 40.36%
$90B
$30.1 Million 0.07% of portfolio
129,234
Q3 2024 Added 36.66%
$292B
$33.5 Million 0.07% of portfolio
40,195
Q3 2024 Added 22.58%
$1.78B
$32.9 Million 0.07% of portfolio
571,738
Q3 2024 Added 17.56%
$37.6B
$31.3 Million 0.07% of portfolio
121,454
Q3 2024 Added 10.82%
$47.5B
$32.8 Million 0.07% of portfolio
233,946
Q3 2024 Reduced 15.06%
$83.1B
$32.1 Million 0.07% of portfolio
278,021
Q3 2024 Added 7.92%
$44.3B
$30.3 Million 0.07% of portfolio
213,051
Q3 2024 Added 7.37%
$10.6B
$30.6 Million 0.07% of portfolio
37,551
Q3 2024 Added 1.56%
$106B
$29.2 Million 0.07% of portfolio
130,686
Q3 2024 Added 32.85%
$195B
$30.6 Million 0.07% of portfolio
251,888
Q3 2024 Reduced 5.21%
$56.9B
$32.9 Million 0.07% of portfolio
59,092
Q3 2024 Added 6.84%
$507M
$31.7 Million 0.07% of portfolio
1,345,586
Q3 2024 Added 91.51%
$94B
$32 Million 0.07% of portfolio
83,803
Q3 2024 Added 6.62%
$8.47B
$29.4 Million 0.07% of portfolio
441,506
Q3 2024 Reduced 13.68%
$74.3B
$31.9 Million 0.07% of portfolio
697,059
Q3 2024 Added 17.0%
$121B
$32.3 Million 0.07% of portfolio
430,206
Q3 2024 Added 36.05%
$80B
$29.9 Million 0.07% of portfolio
152,822
Q3 2024 Added 29.0%
$53.1B
$26.8 Million 0.06% of portfolio
108,990
Q3 2024 Reduced 17.69%
$89.1B
$28.3 Million 0.06% of portfolio
900,992
Q3 2024 Added 57.0%
$125B
$28.1 Million 0.06% of portfolio
267,329
Q3 2024 Added 20.53%
$5.91B
$28.3 Million 0.06% of portfolio
611,784
Q3 2024 Reduced 9.44%
$3.81B
$24.7 Million 0.06% of portfolio
1,211,256
Q3 2024 Reduced 19.49%
$16.7B
$27.7 Million 0.06% of portfolio
197,953
Q3 2024 Added 0.67%
$2.55B
$24.8 Million 0.06% of portfolio
1,638,063
Q3 2024 Reduced 5.18%
$39.3B
$26.7 Million 0.06% of portfolio
272,092
Q3 2024 Reduced 18.73%
$18.1B
$28.4 Million 0.06% of portfolio
460,847
Q3 2024 Added 119.76%
$130B
$24.8 Million 0.06% of portfolio
189,960
Q3 2024 Added 4.59%
$68.8B
$28.8 Million 0.06% of portfolio
176,960
Q3 2024 Added 7.49%

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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