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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.83 Billion 4.1% of portfolio
3,474,212
Q3 2024 Added 0.63%
$0
$1.28 Billion 2.87% of portfolio
2,234,812
Q3 2024 New
$0
$1.06 Billion 2.38% of portfolio
1,843,551
Q3 2024 Added 3.21%
$0
$815 Million 1.82% of portfolio
15,432,650
Q3 2024 Added 12.38%
$0
$680 Million 1.52% of portfolio
8,712,373
Q3 2024 Added 4.83%
$0
$493 Million 1.1% of portfolio
4,868,447
Q3 2024 Added 38.11%
$0
$463 Million 1.04% of portfolio
2,583,297
Q3 2024 Added 7.18%
$0
$422 Million 0.94% of portfolio
6,217,901
Q3 2024 Added 10.05%
$0
$351 Million 0.78% of portfolio
934,462
Q3 2024 Added 13.21%
$0
$342 Million 0.76% of portfolio
1,208,365
Q3 2024 Reduced 16.25%
$0
$333 Million 0.74% of portfolio
682,159
Q3 2024 Added 11.47%
$0
$275 Million 0.61% of portfolio
2,185,707
Q3 2024 Reduced 1.54%
$0
$244 Million 0.54% of portfolio
2,035,960
Q3 2024 Added 7.55%
$0
$240 Million 0.54% of portfolio
9,168,529
Q3 2024 Added 2.99%
$0
$238 Million 0.53% of portfolio
2,037,781
Q3 2024 Added 9.03%
$0
$218 Million 0.49% of portfolio
1,073,907
Q3 2024 Added 2.5%
$0
$211 Million 0.47% of portfolio
3,393,418
Q3 2024 Added 5.44%
$0
$210 Million 0.47% of portfolio
3,922,743
Q3 2024 Added 19.8%
$0
$203 Million 0.45% of portfolio
3,776,566
Q3 2024 Added 2.63%
$0
$199 Million 0.45% of portfolio
3,376,630
Q3 2024 Added 8.29%
$0
$195 Million 0.44% of portfolio
2,134,175
Q3 2024 Added 0.82%
$0
$191 Million 0.43% of portfolio
2,294,254
Q3 2024 Reduced 1.78%
$0
$188 Million 0.42% of portfolio
2,264,769
Q3 2024 Added 14.57%
$0
$184 Million 0.41% of portfolio
4,428,982
Q3 2024 Added 3.41%
$0
$182 Million 0.41% of portfolio
3,434,863
Q3 2024 Added 9.73%
$0
$181 Million 0.4% of portfolio
3,570,373
Q3 2024 Added 9.45%
$0
$178 Million 0.4% of portfolio
675,078
Q3 2024 Added 28.16%
$0
$165 Million 0.37% of portfolio
3,235,937
Q3 2024 Added 2.34%
$0
$160 Million 0.36% of portfolio
890,815
Q3 2024 Added 16.26%
$42.3B
$161 Million 0.36% of portfolio
3,244,343
Q3 2024 Added 4.23%
$0
$160 Million 0.36% of portfolio
5,247,227
Q3 2024 Added 2.89%
$0
$161 Million 0.36% of portfolio
2,039,806
Q3 2024 Added 37.38%
$0
$158 Million 0.35% of portfolio
269,257
Q3 2024 Added 5.48%
$0
$144 Million 0.32% of portfolio
4,190,205
Q3 2024 Added 1.06%
$0
$143 Million 0.32% of portfolio
2,262,390
Q3 2024 Added 9.63%
$0
$138 Million 0.31% of portfolio
2,134,443
Q3 2024 Added 31.14%
$0
$138 Million 0.31% of portfolio
2,291,226
Q3 2024 Added 29.14%
$0
$136 Million 0.3% of portfolio
2,848,504
Q3 2024 Added 14.52%
$0
$130 Million 0.29% of portfolio
3,156,087
Q3 2024 Added 39.05%
$0
$131 Million 0.29% of portfolio
1,745,599
Q3 2024 Added 14.51%
$0
$124 Million 0.28% of portfolio
1,480,164
Q3 2024 New
$0
$123 Million 0.28% of portfolio
382,359
Q3 2024 Added 7.06%
$0
$118 Million 0.26% of portfolio
1,174,783
Q3 2024 Added 110.32%
$0
$117 Million 0.26% of portfolio
527,601
Q3 2024 Added 3.59%
$0
$116 Million 0.26% of portfolio
2,260,557
Q3 2024 Added 16.56%
$0
$115 Million 0.26% of portfolio
634,593
Q3 2024 Added 6.69%
$0
$112 Million 0.25% of portfolio
2,210,182
Q3 2024 Reduced 5.95%
$84.2B
$107 Million 0.24% of portfolio
440,649
Q3 2024 Added 10.27%
$0
$106 Million 0.24% of portfolio
583,939
Q3 2024 Added 0.36%

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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