13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001566475
Total reported value
$82.7B
$82.7B
2221 檔
7.6%
At the close of Q2 2024, Cerity Partners LLC disclosed equity holdings valued at approximately $82.7B, spread across 2221 reported holdings.
During Q2 2024, Cerity Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, AAPL, MSFT) accounted for 7.6% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 2221 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.55% | +0.05% | +4.38% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.41% | — | -5.70% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.21% | -0.28% | -6.83% | |
| 4 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.70% | -0.17% | -0.82% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.69% | +0.03% | +0.49% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.57% | +0.09% | +3.22% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.42% | +0.08% | +861.14% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.79% | — | +3.60% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.59% | -0.10% | +3.61% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.58% | — | -3.98% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.26% | +0.14% | -3.08% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.17% | +0.11% | -5.91% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.08% | -0.06% | +2.00% | |
| 14 | CACC | Credit Acceptance CORP | Stock-Other | 1.08% | — | -0.04% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.06% | +0.10% | -4.69% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.02% | +0.10% | +35.42% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.96% | -0.03% | +3.19% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.90% | -0.06% | +86.34% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | -0.03% | -7.36% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.79% | -0.01% | -0.67% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.77% | +0.04% | +3.03% | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.11% | +1.42% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | +0.08% | -6.90% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.11% | -5.89% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.69% | -0.01% | +0.69% | |
| 26 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.60% | +0.05% | +12.22% | |
| 27 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.59% | -0.02% | +3.71% | |
| 28 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.58% | -0.05% | -23.41% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.04% | -2.72% | |
| 30 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.54% | +0.06% | -0.65% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | -0.01% | -11.84% | |
| 32 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | — | +0.65% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.52% | +0.01% | +3.70% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.52% | — | -1.77% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.52% | +0.08% | +13.44% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | -0.06% | -2.79% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.19% | +18.70% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.50% | -0.04% | -14.33% | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.50% | -0.04% | -1.60% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.50% | +0.02% | +1.37% | |
| 41 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.48% | -0.09% | +6.10% | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.47% | -0.01% | +1.10% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.09% | -0.05% | |
| 44 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.45% | -0.03% | +3.76% | |
| 45 | IQLT | Ishares Msci International Q | ETF-Other | 0.44% | +0.03% | +6.22% | |
| 46 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.43% | -0.04% | -2.66% | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.42% | -0.04% | +1.00% | |
| 48 | ADBE | Adobe Inc | Stock-Tech | 0.41% | -0.04% | -13.47% | |
| 49 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.41% | — | -0.38% | |
| 50 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.40% | -0.02% | +1.07% |
According to official SEC Form 13F filings, Cerity Partners LLC reported a total U.S. public equity portfolio value of $82.7B across 2221 disclosed positions in Q2 2024.
During Q2 2024, Cerity Partners LLC's top holdings by market value included VOO (4.5%)、AAPL (3.4%)、MSFT (3.2%). The largest single position, VOO, represented 4.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.