Cerity Partners LLC Portfolio Holdings
Cerity Partners LLC
- $45.5 Billion
- Q4 2024
Cerity Partners LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $45.5 Billion distributed in 2415 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 $1.96B, Apple Inc. with a value of $1.84B, Microsoft Corp with a value of $1.32B, Spdr S&P 500 ETF Trust with a value of $1.29B, and Nvidia Corp with a value of $1.25B.
Examining the 13F form we can see an increase of $806M in the current position value, from $44.7B to 45.5B.
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
$45.5 Billion
ETFs: $21 Billion
Technology: $7.47 Billion
Financial Services: $3.49 Billion
Healthcare: $2.81 Billion
Consumer Cyclical: $2.36 Billion
Consumer Defensive: $2.29 Billion
Industrials: $2.26 Billion
Communication Services: $1.88 Billion
Other: $1.95 Billion
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 2,415
- Current Value $45.5 Billion
- Prior Value $44.7 Billion
- Filing
- Period Q4 2024
- Filing Date February 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 145 stocks
- Additional Purchases 976 stocks
- Sold out of 0 stocks
- Reduced holdings in 1,188 stocks