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CIK: 0001566475
Total reported value
$82.7B
$82.7B
2526 檔
8.7%
As reported in its official Q3 2024 Form 13F filing, Cerity Partners LLC's tracked investment portfolio stood at $82.7B with 2526 total positions.
In Q3 2024, Cerity Partners LLC displayed an active expansion posture, initiating 3 new positions and adding to 181 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, AAPL, MSFT) accounted for 8.7% of total reported equity market value during Q3 2024.
Showing top 200 holdings (of 2526 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.06% | +0.05% | +0.63% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.74% | — | +18.16% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.04% | -0.28% | +16.84% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.62% | +0.03% | +8.48% | |
| 5 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.44% | -0.17% | +2.06% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.41% | +0.08% | +21.05% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.35% | +0.09% | +3.21% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.80% | — | +12.38% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.51% | -0.10% | +4.83% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.50% | — | +17.15% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.13% | +0.14% | +9.44% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.09% | -0.06% | +38.11% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.03% | -0.06% | +7.18% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.02% | +0.11% | +14.11% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.95% | -0.11% | +30.68% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.93% | -0.03% | +10.05% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.92% | +0.10% | +12.63% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | -0.03% | +13.98% | |
| 19 | CACC | Credit Acceptance CORP | Stock-Other | 0.78% | — | +0.00% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.78% | -0.01% | +13.21% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.76% | +0.08% | +1047.67% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.76% | +0.10% | -16.25% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.11% | +23.02% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.74% | +0.04% | +11.47% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.66% | +0.05% | +14.06% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.04% | +16.92% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.61% | -0.01% | -1.54% | |
| 28 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | -0.01% | +14.25% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.57% | — | +21.72% | |
| 30 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.54% | -0.05% | +7.55% | |
| 31 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.53% | -0.02% | +2.99% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.53% | +0.01% | +9.03% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | -0.06% | +9.96% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.19% | +11.82% | |
| 35 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.48% | +0.06% | +2.50% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.48% | +0.08% | +2.63% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.48% | — | +3.15% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.47% | -0.04% | +21.94% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.47% | +0.02% | +5.44% | |
| 40 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.47% | -0.03% | +19.80% | |
| 41 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.44% | -0.09% | +8.29% | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.43% | -0.01% | +0.82% | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.42% | -0.04% | -1.78% | |
| 44 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.42% | — | +14.57% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.41% | -0.03% | +9.10% | |
| 46 | IQLT | Ishares Msci International Q | ETF-Other | 0.41% | +0.03% | +3.41% | |
| 47 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.40% | -0.02% | +9.73% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.40% | -0.04% | +9.45% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.39% | +0.02% | +28.16% | |
| 50 | CVX | Chevron CORP | Stock-Energy | 0.38% | -0.09% | +3.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.3% | +18.16% | Add |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.2% | +38.11% | Add |
| 3 | META | Meta Platforms Inc-class A | +0.2% | +30.68% | Add |
| 4 | APH | Amphenol Corp-cl A | +0.1% | +484.03% | Add |
| 5 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +110.32% | Add |
| 6 | MMM | 3m Co | +0.1% | +92.68% | Add |
| 7 | ORCL | Oracle CORP | +0.1% | +30.46% | Add |
| 8 | OEF | Ishares S&p 100 ETF | +0.1% | +390.54% | Add |
| 9 | HD | Home Depot Inc | +0.1% | +14.25% | Add |
| 10 | UNH | Unitedhealth Group Inc | +0.1% | +14.06% | Add |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +16.92% | Add |
| 12 | BSV | Vanguard Short-term Bond ETF | +0.1% | +37.38% | Add |
| 13 | SCHF | Schwab Intl Equity ETF | +0.1% | +39.05% | Add |
| 14 | TSLA | Tesla Inc | +0.1% | +29.82% | Add |
| 15 | PWR | Quanta Services Inc | +0.1% | +165.15% | Add |
| 16 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +1451.72% | Add |
| 17 | COST | Costco Wholesale CORP | +0.1% | +23.02% | Add |
| 18 | VO | Vanguard Mid-cap ETF | +0.1% | +28.16% | Add |
| 19 | ABBV | Abbvie Inc | +0.1% | +22.69% | Add |
| 20 | AVEM | Avantis Emerging Markets Eq | +0.1% | +31.14% | Add |
| 21 | CB | Chubb Limited | +0.1% | +37.52% | Add |
| 22 | BLDR | Builders Firstsource Inc | +0.1% | +77.32% | Add |
| 23 | ✓ | On Holding AG | +0.1% | +189.92% | Add |
| 24 | V | Visa Inc-class A Shares | 0% | +21.72% | Add |
| 25 | VGIT | Vanguard Intermediate-term T | 0% | +29.14% | Add |
| 26 | NEE | Nextera Energy Inc | 0% | +19.66% | Add |
| 27 | SPGI | S&p Global Inc | 0% | +23.59% | Add |
| 28 | TDW | Tidewater Inc | 0% | +173.41% | Add |
| 29 | FLG | Flagstar Bank NA | 0% | NEW | New buy |
| 30 | CRM | Salesforce Inc | 0% | +20.40% | Add |
| 31 | TMO | Thermo Fisher Scientific Inc | 0% | +20.36% | Add |
| 32 | NOW | Servicenow Inc | 0% | +23.45% | Add |
| 33 | NFLX | Netflix Inc | 0% | +43.26% | Add |
| 34 | C | Citigroup Inc | 0% | +59.33% | Add |
| 35 | BMY | Bristol-myers Squibb Co | 0% | +38.87% | Add |
| 36 | CTAS | Cintas CORP | 0% | +464.76% | Add |
| 37 | PGR | Progressive CORP | 0% | +50.46% | Add |
| 38 | LOW | Lowe's Cos Inc | 0% | +19.03% | Add |
| 39 | JEF | Jefferies Financial Group In | 0% | +119.76% | Add |
| 40 | PH | Parker Hannifin CORP | 0% | +44.92% | Add |
| 41 | GLDM | Spdr Gold Minishares Trust | 0% | +50.83% | Add |
| 42 | RDNT | Radnet Inc | 0% | +131.41% | Add |
| 43 | WFG | West Fraser Timber Co LTD | 0% | +127.96% | Add |
| 44 | TT | Trane Technologies plc | 0% | +40.36% | Add |
| 45 | WLK | Westlake CORP | 0% | +128.45% | Add |
| 46 | AVGO | Broadcom Inc | 0% | +1047.67% | Add |
| 47 | SCHP | Schwab U.s. Tips ETF | 0% | +19.80% | Add |
| 48 | RSP | Invesco S&p 500 Equal Weight | 0% | +16.26% | Add |
| 49 | WMT | Walmart Inc | 0% | +7.75% | Add |
| 50 | MCD | Mcdonald's CORP | 0% | +6.66% | Add |
According to official SEC Form 13F filings, Cerity Partners LLC reported a total U.S. public equity portfolio value of $82.7B across 2526 disclosed positions in Q3 2024.
During Q3 2024, Cerity Partners LLC's top holdings by market value included VOO (4.1%)、AAPL (3.7%)、MSFT (3.0%). The largest single position, VOO, represented 4.1% of total portfolio value.
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Top New Position Initiated
FLG
市值: $16.7M
Top Position Liquidated / Trimmed
AMKUSD
前期市值: $20.9M
In Q3 2024, Cerity Partners LLC made 200 total portfolio adjustments, initiating 3 new buys, adding to 181 positions, trimming 14 holdings, and fully liquidating 2 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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