Cerity Partners LLC Portfolio Holdings
Cerity Partners LLC
- $55.1 Billion
- Q2 2025
Cerity Partners LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $55.1 Billion distributed in 2626 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 $2.43B, Microsoft Corp with a value of $1.84B, Apple Inc. with a value of $1.82B, Nvidia Corp with a value of $1.72B, and Ishares Core S&P 500 ETF with a value of $1.41B.
Examining the 13F form we can see an increase of $6.43B in the current position value, from $48.7B to 55.1B.
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
$55.1 Billion
ETFs: $24.5 Billion
Technology: $9.77 Billion
Financial Services: $4.49 Billion
Healthcare: $3.35 Billion
Industrials: $2.85 Billion
Consumer Cyclical: $2.69 Billion
Consumer Defensive: $2.58 Billion
Communication Services: $2.56 Billion
Other: $2.19 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 2,626
- Current Value $55.1 Billion
- Prior Value $48.7 Billion
- Filing
- Period Q2 2025
- Filing Date August 13, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 322 stocks
- Additional Purchases 1,271 stocks
- Sold out of 0 stocks
- Reduced holdings in 936 stocks