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
$27.4B
$27.9 Million 0.06% of portfolio
534,938
Q3 2024 Reduced 0.25%
$216B
$25.8 Million 0.06% of portfolio
247,677
Q3 2024 Added 21.4%
$101B
$27.9 Million 0.06% of portfolio
220,680
Q3 2024 Added 36.97%
$4.39B
$26.9 Million 0.06% of portfolio
387,536
Q3 2024 Added 131.41%
$221B
$25.4 Million 0.06% of portfolio
384,392
Q3 2024 Added 21.22%
$60.6B
$27.5 Million 0.06% of portfolio
176,584
Q3 2024 Added 13.5%
$59.9B
$28.9 Million 0.06% of portfolio
226,114
Q3 2024 Added 8.55%
$64.9B
$24.4 Million 0.05% of portfolio
217,972
Q3 2024 Added 8.7%
$52.8B
$21.3 Million 0.05% of portfolio
168,114
Q3 2024 Added 24.89%
$97B
$21.5 Million 0.05% of portfolio
422,112
Q3 2024 Added 14.62%
$106B
$24.6 Million 0.05% of portfolio
196,722
Q3 2024 Added 8.79%
$15.6B
$23.2 Million 0.05% of portfolio
104,891
Q3 2024 Added 46.33%
$64.4B
$20.5 Million 0.05% of portfolio
84,998
Q3 2024 Added 25.82%
$15.7B
$24 Million 0.05% of portfolio
64,006
Q3 2024 Added 16.76%
$78B
$22.4 Million 0.05% of portfolio
215,839
Q3 2024 Added 28.62%
$40.4B
$23.2 Million 0.05% of portfolio
513,818
Q3 2024 Added 4.65%
$77B
$21.3 Million 0.05% of portfolio
274,158
Q3 2024 Added 26.77%
$72.8B
$21 Million 0.05% of portfolio
69,525
Q3 2024 Added 29.46%
$116B
$21.3 Million 0.05% of portfolio
253,872
Q3 2024 Added 24.28%
$11.5B
$23.4 Million 0.05% of portfolio
121,696
Q3 2024 Added 46.04%
$93.9B
$21.2 Million 0.05% of portfolio
85,255
Q3 2024 Added 40.71%
$80.9B
$21.9 Million 0.05% of portfolio
44,224
Q3 2024 Added 7.61%
$10.8B
$20.6 Million 0.05% of portfolio
61,890
Q3 2024 Added 18.68%
$108B
$21.9 Million 0.05% of portfolio
243,308
Q3 2024 Added 43.14%
$32.2B
$20.9 Million 0.05% of portfolio
260,063
Q3 2024 Added 14.2%
$146B
$20.3 Million 0.05% of portfolio
546,331
Q3 2024 Added 42.43%
$105B
$22.6 Million 0.05% of portfolio
289,735
Q3 2024 Added 27.95%
$80.1B
$22.4 Million 0.05% of portfolio
121,379
Q3 2024 Added 38.18%
$78.3B
$24.3 Million 0.05% of portfolio
47,954
Q3 2024 Added 23.35%
$275B
$24.3 Million 0.05% of portfolio
117,790
Q3 2024 Added 22.31%
$13.4B
$23.8 Million 0.05% of portfolio
908,936
Q3 2024 Added 121.26%
$59.9B
$23.2 Million 0.05% of portfolio
543,110
Q3 2024 Added 0.76%
$7.4B
$24.1 Million 0.05% of portfolio
247,400
Q3 2024 Added 127.96%
$15B
$21.3 Million 0.05% of portfolio
141,951
Q3 2024 Added 128.45%
$42.9B
$18.6 Million 0.04% of portfolio
108,341
Q3 2024 Added 59.97%
$15.6B
$19.1 Million 0.04% of portfolio
336,027
Q3 2024 Added 60.5%
$410B
$18.6 Million 0.04% of portfolio
27
Q3 2024 Added 12.5%
$19.7B
$17.1 Million 0.04% of portfolio
165,627
Q3 2024 Added 31.92%
$103B
$17.1 Million 0.04% of portfolio
112,288
Q3 2024 Added 6.61%
$4.21B
$20.1 Million 0.04% of portfolio
46,915
Q3 2024 Added 91.77%
$5.74B
$17.9 Million 0.04% of portfolio
188,767
Q3 2024 Added 118.83%
$52.6B
$17.8 Million 0.04% of portfolio
98,838
Q3 2024 Added 11.35%
$84.8B
$16.1 Million 0.04% of portfolio
72,917
Q3 2024 Added 59.96%
$39B
$15.9 Million 0.04% of portfolio
313,226
Q3 2024 Added 41.76%
$15.2B
$16.3 Million 0.04% of portfolio
123,555
Q3 2024 Added 4.76%
$72.2B
$16.5 Million 0.04% of portfolio
60,345
Q3 2024 Added 39.0%
$39.1B
$19.3 Million 0.04% of portfolio
261,461
Q3 2024 Added 9.34%
$72.7B
$19.2 Million 0.04% of portfolio
429,295
Q3 2024 Added 39.4%
$6.77B
$17.2 Million 0.04% of portfolio
299,788
Q3 2024 Added 3.0%

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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