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CIK: 0001566475
Total reported value
$82.7B
$82.7B
2284 檔
7.2%
According to the latest 13F quarterly dataset, Cerity Partners LLC managed an equity portfolio of $82.7B at the end of Q1 2024, spanning 2284 distinct U.S. exchange-listed positions.
During Q1 2024, Cerity Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 2284 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.18% | +0.05% | -62.74% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.24% | -0.28% | -58.16% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.95% | — | -30.79% | |
| 4 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.69% | -0.17% | +2.36% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.56% | +0.03% | -76.92% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.40% | +0.09% | +1.00% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 1.84% | +0.08% | -40.39% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.75% | — | -30.14% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.56% | -0.10% | +6.81% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | — | -53.86% | |
| 11 | CACC | Credit Acceptance CORP | Stock-Other | 1.16% | — | -9.99% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.12% | +0.14% | -6.09% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | +0.11% | -36.62% | |
| 14 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.03% | -0.06% | -0.72% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.93% | +0.10% | -40.48% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.90% | -0.03% | -80.65% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.86% | -0.03% | -27.70% | |
| 18 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.76% | -0.05% | +10.87% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.74% | -0.01% | +0.12% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.73% | +0.10% | -80.66% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | -0.11% | -82.11% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.70% | +0.04% | -29.53% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 0.68% | -0.01% | +19.31% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.67% | -0.01% | -2.34% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.66% | +0.08% | +19.49% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | -0.11% | +21.86% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.63% | -0.04% | +49.27% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.04% | -52.15% | |
| 29 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.57% | -0.02% | +2.82% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | -0.06% | -14.65% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.56% | — | -31.98% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.53% | +0.01% | +14.71% | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.52% | +0.06% | -7.79% | |
| 34 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.52% | +0.05% | -4.70% | |
| 35 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.51% | — | -4.01% | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.51% | -0.04% | -3.11% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.51% | +0.02% | +190.93% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.49% | -0.06% | +51.36% | |
| 39 | CVX | Chevron CORP | Stock-Energy | 0.47% | -0.09% | -26.05% | |
| 40 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.46% | -0.01% | -1.80% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.46% | -0.03% | +10.80% | |
| 42 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.45% | -0.09% | +72.69% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.45% | -0.04% | -26.00% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.44% | +0.08% | +1.64% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.19% | -9.90% | |
| 46 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.43% | -0.03% | -76.42% | |
| 47 | ADBE | Adobe Inc | Stock-Tech | 0.43% | -0.04% | +27.45% | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.43% | — | -89.52% | |
| 49 | IQLT | Ishares Msci International Q | ETF-Other | 0.42% | +0.03% | +130.97% | |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.42% | -0.04% | +8.61% |
According to official SEC Form 13F filings, Cerity Partners LLC reported a total U.S. public equity portfolio value of $82.7B across 2284 disclosed positions in Q1 2024.
During Q1 2024, Cerity Partners LLC's top holdings by market value included VOO (4.2%)、MSFT (3.2%)、AAPL (3.0%). The largest single position, VOO, represented 4.2% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, MSFT, AAPL) accounted for 7.2% of total reported equity market value during Q1 2024.
In Q1 2024, Cerity Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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