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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.39 Million 0.02% of portfolio
139,408
Q3 2024 Added 17.41%
$45.1B
$8.57 Million 0.02% of portfolio
96,118
Q3 2024 Added 36.12%
$29.2B
$6.95 Million 0.02% of portfolio
48,399
Q3 2024 Added 11.44%
$2.96B
$10.9 Million 0.02% of portfolio
64,631
Q3 2024 Added 485.48%
$15.2B
$7.99 Million 0.02% of portfolio
36,672
Q3 2024 Added 88.85%
$32.3B
$8.23 Million 0.02% of portfolio
30,626
Q3 2024 Added 2.26%
$17.4B
$10.9 Million 0.02% of portfolio
90,011
Q3 2024 Added 22.51%
$120B
$7.33 Million 0.02% of portfolio
127,083
Q3 2024 Added 37.69%
$0
$11 Million 0.02% of portfolio
153,352
Q3 2024 Reduced 4.89%
$0
$7.53 Million 0.02% of portfolio
126,385
Q3 2024 Reduced 2.66%
$0
$8.49 Million 0.02% of portfolio
178,681
Q3 2024 Added 155.73%
$0
$8.39 Million 0.02% of portfolio
103,875
Q3 2024 Added 58.5%
$29.3B
$9.81 Million 0.02% of portfolio
117,249
Q3 2024 Added 8.66%
$624M
$8.91 Million 0.02% of portfolio
631,729
Q3 2024 Added 0.05%
$124B
$6.89 Million 0.02% of portfolio
85,993
Q3 2024 Added 35.79%
$59.2B
$8.01 Million 0.02% of portfolio
47,364
Q3 2024 Added 45.87%
$0
$6.9 Million 0.02% of portfolio
69,258
Q3 2024 Added 6.21%
$0
$9.96 Million 0.02% of portfolio
70,088
Q3 2024 Added 21.61%
$886M
$7.67 Million 0.02% of portfolio
991,475
Q3 2024 Added 33.02%
$17.2B
$9.37 Million 0.02% of portfolio
95,486
Q3 2024 Added 41.77%
$4.42B
$10.8 Million 0.02% of portfolio
127,035
Q3 2024 Reduced 7.59%
$22B
$7.17 Million 0.02% of portfolio
16,383
Q3 2024 Added 30.59%
$1.59B
$8.66 Million 0.02% of portfolio
90,173
Q3 2024 Added 21.12%
$11.2B
$9.16 Million 0.02% of portfolio
10,370
Q3 2024 Added 24.55%
$12.9B
$8.08 Million 0.02% of portfolio
45,761
Q3 2024 Added 37.69%
$55B
$8.07 Million 0.02% of portfolio
73,564
Q3 2024 Added 83.64%
$237B
$7.52 Million 0.02% of portfolio
42,102
Q3 2024 Added 50.11%
$70.1B
$10.4 Million 0.02% of portfolio
7,269
Q3 2024 Added 39.09%
$0
$7.97 Million 0.02% of portfolio
253,998
Q3 2024 Reduced 0.04%
$2.89B
$10.3 Million 0.02% of portfolio
51,698
Q3 2024 New
$3.4B
$8.34 Million 0.02% of portfolio
217,700
Q3 2024 New
$0
$10.1 Million 0.02% of portfolio
37,717
Q3 2024 Added 0.16%
$0
$10.4 Million 0.02% of portfolio
133,149
Q3 2024 Added 282.34%
$0
$10.2 Million 0.02% of portfolio
58,519
Q3 2024 Reduced 3.48%
$20.3B
$10.4 Million 0.02% of portfolio
151,561
Q3 2024 Added 111.65%
$71.5B
$8.02 Million 0.02% of portfolio
175,699
Q3 2024 Added 24.33%
$0
$7.57 Million 0.02% of portfolio
150,824
Q3 2024 Added 17.11%
$2.52B
$8.4 Million 0.02% of portfolio
239,640
Q3 2024 Added 6.2%
$9.1B
$3.16 Million 0.01% of portfolio
35,234
Q3 2024 Added 63.23%
$631M
$3.56 Million 0.01% of portfolio
694,417
Q3 2024 Added 58.73%
$10.7B
$4.47 Million 0.01% of portfolio
28,432
Q3 2024 Added 4.25%
$15.3B
$2.62 Million 0.01% of portfolio
25,348
Q3 2024 Added 79.28%
$8.87B
$3.36 Million 0.01% of portfolio
167,223
Q3 2024 Added 15.3%
$37.7B
$2.54 Million 0.01% of portfolio
31,503
Q3 2024 Added 34.17%
$6.15B
$2.74 Million 0.01% of portfolio
36,371
Q3 2024 Added 26.0%
$2.29B
$3.51 Million 0.01% of portfolio
19,462
Q3 2024 Reduced 67.13%
$6.74B
$2.25 Million 0.01% of portfolio
49,672
Q3 2024 Added 360.01%
$12.8B
$3.17 Million 0.01% of portfolio
33,509
Q3 2024 Added 24.56%
$17B
$6.45 Million 0.01% of portfolio
54,343
Q3 2024 Added 64.15%

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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