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
$24.6 Million 0.05% of portfolio
841,663
Q3 2024 Added 72.73%
$0
$21.6 Million 0.05% of portfolio
269,276
Q3 2024 Reduced 0.08%
$0
$24 Million 0.05% of portfolio
106,520
Q3 2024 Added 14.79%
$0
$23.4 Million 0.05% of portfolio
888,795
Q3 2024 Reduced 2.93%
$86.4B
$24.3 Million 0.05% of portfolio
47,954
Q3 2024 Added 23.35%
$296B
$24.3 Million 0.05% of portfolio
117,790
Q3 2024 Added 22.31%
$13.8B
$23.8 Million 0.05% of portfolio
908,936
Q3 2024 Added 121.26%
$63.6B
$23.2 Million 0.05% of portfolio
543,110
Q3 2024 Added 0.76%
$0
$21.7 Million 0.05% of portfolio
172,178
Q3 2024 Reduced 3.67%
$0
$21.8 Million 0.05% of portfolio
214,106
Q3 2024 Reduced 5.4%
$7.96B
$24.1 Million 0.05% of portfolio
247,400
Q3 2024 Added 127.96%
$16.7B
$21.3 Million 0.05% of portfolio
141,951
Q3 2024 Added 128.45%
$45.3B
$18.6 Million 0.04% of portfolio
108,341
Q3 2024 Added 59.97%
$16.6B
$19.1 Million 0.04% of portfolio
336,027
Q3 2024 Added 60.5%
$428B
$18.6 Million 0.04% of portfolio
27
Q3 2024 Added 12.5%
$20.2B
$17.1 Million 0.04% of portfolio
165,627
Q3 2024 Added 31.92%
$4.56B
$20.1 Million 0.04% of portfolio
46,915
Q3 2024 Added 91.77%
$5.81B
$17.9 Million 0.04% of portfolio
188,767
Q3 2024 Added 118.83%
$55.6B
$17.8 Million 0.04% of portfolio
98,838
Q3 2024 Added 11.35%
$82.3B
$16.1 Million 0.04% of portfolio
72,917
Q3 2024 Added 59.96%
$40.6B
$15.9 Million 0.04% of portfolio
313,226
Q3 2024 Added 41.76%
$30.7B
$16.3 Million 0.04% of portfolio
123,555
Q3 2024 Added 4.76%
$78.1B
$16.5 Million 0.04% of portfolio
60,345
Q3 2024 Added 39.0%
$0
$18.9 Million 0.04% of portfolio
382,949
Q3 2024 Added 24.41%
$38.6B
$19.3 Million 0.04% of portfolio
261,461
Q3 2024 Added 9.34%
$83.2B
$19.2 Million 0.04% of portfolio
429,295
Q3 2024 Added 39.4%
$6.83B
$17.2 Million 0.04% of portfolio
299,788
Q3 2024 Added 3.0%
$0
$18.8 Million 0.04% of portfolio
122,105
Q3 2024 Added 11.84%
$25.8B
$15.7 Million 0.04% of portfolio
1,065,856
Q3 2024 Added 26.55%
$101B
$19.8 Million 0.04% of portfolio
842,573
Q3 2024 Reduced 18.41%
$0
$18.5 Million 0.04% of portfolio
882,350
Q3 2024 Added 10.82%
$0
$16.1 Million 0.04% of portfolio
305,535
Q3 2024 Added 43.51%
$0
$19.4 Million 0.04% of portfolio
266,665
Q3 2024 Reduced 7.66%
$0
$15.8 Million 0.04% of portfolio
255,874
Q3 2024 Added 28.91%
$0
$16.5 Million 0.04% of portfolio
359,838
Q3 2024 Added 2.61%
$0
$17.8 Million 0.04% of portfolio
535,148
Q3 2024 Added 4.48%
$0
$18.8 Million 0.04% of portfolio
66,085
Q3 2024 Added 2.75%
$0
$17.8 Million 0.04% of portfolio
106,485
Q3 2024 Added 11.71%
$0
$19.9 Million 0.04% of portfolio
147,372
Q3 2024 Added 7.93%
$0
$15.8 Million 0.04% of portfolio
142,893
Q3 2024 Added 76.31%
$0
$20 Million 0.04% of portfolio
61,176
Q3 2024 Reduced 52.48%
$0
$18 Million 0.04% of portfolio
150,721
Q3 2024 Reduced 0.83%
$0
$18.6 Million 0.04% of portfolio
794,410
Q3 2024 Added 7.68%
$0
$17.2 Million 0.04% of portfolio
332,614
Q3 2024 Added 8.56%
$0
$17.2 Million 0.04% of portfolio
126,719
Q3 2024 Reduced 5.98%
$0
$16.2 Million 0.04% of portfolio
269,145
Q3 2024 Added 2.6%
$27.6B
$15.9 Million 0.04% of portfolio
197,355
Q3 2024 Added 3.51%
$64B
$17.2 Million 0.04% of portfolio
778,474
Q3 2024 Added 8.43%
$39B
$17.1 Million 0.04% of portfolio
486,653
Q3 2024 Added 5.52%

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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