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
$22.8B
$12.2 Million 0.03% of portfolio
275,682
Q3 2024 Added 7.34%
$24.7B
$13.2 Million 0.03% of portfolio
453,649
Q3 2024 Added 84.55%
$8.31B
$13.4 Million 0.03% of portfolio
185,489
Q3 2024 Added 15.5%
$88.3B
$12.1 Million 0.03% of portfolio
29,695
Q3 2024 Added 21.93%
$168M
$14.3 Million 0.03% of portfolio
4,329,078
Q3 2024 Added 0.21%
$579M
$12.7 Million 0.03% of portfolio
407,788
Q3 2024 Added 132.66%
$8.1B
$12.7 Million 0.03% of portfolio
722,263
Q3 2024 Added 35.76%
$12.2B
$12.5 Million 0.03% of portfolio
102,853
Q3 2024 Added 6.29%
$41.8B
$13.7 Million 0.03% of portfolio
57,691
Q3 2024 Added 11.82%
$24.6B
$11.5 Million 0.03% of portfolio
120,433
Q3 2024 Added 9.82%
$34B
$14.2 Million 0.03% of portfolio
26,302
Q3 2024 Added 28.91%
$73.9B
$14 Million 0.03% of portfolio
26,543
Q3 2024 Added 38.19%
$9.21B
$11.3 Million 0.03% of portfolio
277,031
Q3 2024 Added 99.56%
$45.5B
$14.1 Million 0.03% of portfolio
154,250
Q3 2024 Added 21.51%
$3.76B
$12.8 Million 0.03% of portfolio
667,340
Q3 2024 Added 93.98%
$26.6B
$14.4 Million 0.03% of portfolio
132,200
Q3 2024 Added 78.31%
$23B
$11.3 Million 0.03% of portfolio
483,032
Q3 2024 Added 9.65%
$52.4B
$12.5 Million 0.03% of portfolio
83,214
Q3 2024 Added 65.21%
$294B
$15.2 Million 0.03% of portfolio
66,296
Q3 2024 Added 40.68%
$55.2B
$13.5 Million 0.03% of portfolio
321,362
Q3 2024 Added 45.65%
$26.9B
$14.5 Million 0.03% of portfolio
149,946
Q3 2024 Added 35.41%
$91.6B
$12.3 Million 0.03% of portfolio
33,321
Q3 2024 Added 11.83%
$39.5B
$13.6 Million 0.03% of portfolio
174,343
Q3 2024 Added 4.45%
$173B
$11.5 Million 0.03% of portfolio
167,345
Q3 2024 Added 30.79%
$150B
$13.3 Million 0.03% of portfolio
205,049
Q3 2024 Added 22.2%
$48.1B
$14.9 Million 0.03% of portfolio
110,660
Q3 2024 Added 34.59%
$31.8B
$15.4 Million 0.03% of portfolio
73,242
Q3 2024 Reduced 7.35%
$44B
$12.7 Million 0.03% of portfolio
47,233
Q3 2024 Added 16.63%
$15.3B
$11.5 Million 0.03% of portfolio
993,436
Q3 2024 Added 5.56%
$28.9B
$13.3 Million 0.03% of portfolio
399,304
Q3 2024 Added 6.23%
$29.9B
$12.8 Million 0.03% of portfolio
132,944
Q3 2024 Added 264.94%
$36B
$15.2 Million 0.03% of portfolio
83,587
Q3 2024 Added 334.56%
$21.8B
$15.5 Million 0.03% of portfolio
115,045
Q3 2024 Added 22.94%
$38.3B
$15.4 Million 0.03% of portfolio
109,928
Q3 2024 Added 11.35%
$4.47B
$6.79 Million 0.02% of portfolio
116,264
Q3 2024 Added 127.77%
$40.4B
$7.38 Million 0.02% of portfolio
49,696
Q3 2024 Added 15.28%
$10.8B
$9.21 Million 0.02% of portfolio
95,837
Q3 2024 Added 122.73%
$52.3B
$7.69 Million 0.02% of portfolio
40,549
Q3 2024 Added 29.91%
$996M
$10.6 Million 0.02% of portfolio
1,894,185
Q3 2024 Added 0.07%
$47.2B
$9.35 Million 0.02% of portfolio
91,104
Q3 2024 Added 23.67%
$6.52B
$9.92 Million 0.02% of portfolio
324,148
Q3 2024 Added 145.46%
$29.9B
$10.7 Million 0.02% of portfolio
33,485
Q3 2024 Added 29.86%
$9.48B
$8.06 Million 0.02% of portfolio
281,246
Q3 2024 Added 62.69%
$0
$7.79 Million 0.02% of portfolio
371,874
Q3 2024 Reduced 8.14%
$19.8B
$9.4 Million 0.02% of portfolio
67,729
Q3 2024 Added 31.97%
$63B
$10.4 Million 0.02% of portfolio
3,292
Q3 2024 Added 21.93%
$2.47B
$8.51 Million 0.02% of portfolio
81,177
Q3 2024 Added 1.14%
$170M
$8 Million 0.02% of portfolio
269,287
Q3 2024 Added 137.19%
$8.67B
$8.43 Million 0.02% of portfolio
132,663
Q3 2024 Added 47.85%

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
Track This Portfolio

Track Cerity Partners LLC Portfolio

Follow Cerity Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cerity Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerity Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email