Cerity Partners LLC Portfolio Holdings
Cerity Partners LLC
- $48.7 Billion
- Q1 2025
Cerity Partners LLC has filed its 13F form on April 30, 2025 for Q1 2025 where it was disclosed a total value porftolio of $48.7 Billion distributed in 2474 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 $2B, Apple Inc. with a value of $1.9B, Microsoft Corp with a value of $1.36B, Spdr S&P 500 ETF Trust with a value of $1.26B, and Nvidia Corp with a value of $1.17B.
Examining the 13F form we can see an increase of $3.18B in the current position value, from $45.5B to 48.7B.
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
$48.7 Billion
ETFs: $21.5 Billion
Technology: $7.7 Billion
Financial Services: $4.09 Billion
Healthcare: $3.48 Billion
Consumer Defensive: $2.59 Billion
Industrials: $2.51 Billion
Consumer Cyclical: $2.42 Billion
Communication Services: $2.24 Billion
Other: $2.2 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 2,474
- Current Value $48.7 Billion
- Prior Value $45.5 Billion
- Filing
- Period Q1 2025
- Filing Date April 30, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 243 stocks
- Additional Purchases 1,265 stocks
- Sold out of 0 stocks
- Reduced holdings in 865 stocks