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CIK: 0001566475
Total reported value
$82.7B
$82.7B
2415 檔
9.1%
The Q4 2024 SEC filing reveals that Cerity Partners LLC held a total portfolio value of $82.7B, covering 2415 public equity positions.
Cerity Partners LLC executed strategic sector rebalancing during Q4 2024, establishing 12 new positions while fully exiting 10 holdings and trimming 92 positions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, AAPL, MSFT) accounted for 9.1% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 2415 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.26% | +0.05% | +4.95% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.94% | — | +0.94% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.86% | -0.28% | -2.13% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.65% | +0.08% | +3.17% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.55% | +0.03% | -1.25% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.54% | +0.09% | +7.80% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.34% | -0.17% | +1.30% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.73% | — | +8.26% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | — | -0.75% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.37% | -0.10% | +3.02% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.23% | -0.06% | +20.12% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.14% | +0.11% | +2.12% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.04% | -0.06% | +4.17% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.99% | +0.10% | +30.26% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.98% | +0.14% | +0.05% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.95% | +0.10% | -4.39% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.93% | -0.03% | +196.90% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.92% | +0.08% | -4.61% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | -0.11% | -5.69% | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | -0.03% | -3.69% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.82% | -0.01% | +0.97% | |
| 22 | CACC | Credit Acceptance CORP | Stock-Other | 0.81% | — | -0.21% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.76% | +0.04% | -0.03% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.11% | -3.13% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.04% | +2.05% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.61% | +0.01% | +20.12% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.60% | -0.01% | -1.37% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | — | -4.31% | |
| 29 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.55% | -0.05% | +8.50% | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.54% | +0.05% | -5.93% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.53% | +0.02% | +16.63% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.53% | -0.01% | -6.76% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.52% | — | +7.61% | |
| 34 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.51% | -0.02% | +2.47% | |
| 35 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.50% | -0.04% | +27.66% | |
| 36 | ITW | Illinois Tool Works | Stock-Industrials | 0.50% | -0.04% | +263.86% | |
| 37 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.48% | +0.06% | -0.25% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.46% | -0.06% | -1.31% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.46% | +0.07% | +34.82% | |
| 40 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.45% | -0.03% | +104.05% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.44% | +0.08% | +3.79% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.44% | -0.19% | -1.29% | |
| 43 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.44% | -0.09% | +2.56% | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.43% | -0.04% | +23.58% | |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.43% | -0.04% | +4.50% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.42% | -0.03% | -1.18% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.41% | +0.02% | +6.89% | |
| 48 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.40% | -0.01% | -1.63% | |
| 49 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.40% | — | +196.47% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.40% | -0.04% | -6.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ITW | Illinois Tool Works | +0.4% | +263.86% | Add |
| 2 | BLK | Blackrock Inc | +0.3% | NEW | New buy |
| 3 | NVDA | Nvidia CORP | +0.2% | +3.17% | Add |
| 4 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +30.26% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +0.2% | +4.95% | Add |
| 6 | AAPL | Apple Inc | +0.2% | +0.94% | Add |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.2% | +7.80% | Add |
| 8 | AMZN | Amazon.com Inc | +0.2% | -0.75% | Trim |
| 9 | AVGO | Broadcom Inc | +0.2% | -4.61% | Trim |
| 10 | AGG | Ishares Core U.s. Aggregate | +0.1% | +20.12% | Add |
| 11 | VUG | Vanguard Growth ETF | +0.1% | +62.19% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.12% | Add |
| 13 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +375.98% | Add |
| 14 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +34.82% | Add |
| 15 | JPST | Jpmorgan Ultra-short Income | +0.1% | +27.66% | Add |
| 16 | NTRS | Northern Trust CORP | +0.1% | +451.91% | Add |
| 17 | TSLA | Tesla Inc | +0.1% | +1.45% | Add |
| 18 | AVDE | Avantis International Equity | +0.1% | NEW | New buy |
| 19 | IJR | Ishares Core S&p Small-cap E | +0.1% | +20.12% | Add |
| 20 | DSTL | Distillate US Fundamental St | +0.1% | +4901.97% | Add |
| 21 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +16.63% | Add |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +23.58% | Add |
| 23 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +207.08% | Add |
| 24 | CPB | THE Campbell's Company | +0.1% | +294.41% | Add |
| 25 | VXF | Vanguard Extended Market ETF | +0.1% | +20.02% | Add |
| 26 | HOOD | Robinhood Markets Inc - A | +0.1% | +607.88% | Add |
| 27 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 28 | PLTR | Palantir Technologies Inc-a | +0.1% | +15.33% | Add |
| 29 | IWF | Ishares Russell 1000 Growth | 0% | +0.97% | Add |
| 30 | JPM | Jpmorgan Chase & Co | 0% | -3.69% | Trim |
| 31 | CRM | Salesforce Inc | 0% | -3.70% | Trim |
| 32 | IWB | Ishares Russell 1000 ETF | 0% | +7.61% | Add |
| 33 | FNDA | Schwab Fndmntl US Sm Co ETF | 0% | +621.38% | Add |
| 34 | JCPB | Jpmorgan Core Plus Bond ETF | 0% | NEW | New buy |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +282.90% | Add |
| 36 | GOOG | Alphabet Inc-cl C | 0% | -4.39% | Trim |
| 37 | CACC | Credit Acceptance CORP | 0% | -0.21% | Trim |
| 38 | V | Visa Inc-class A Shares | 0% | -4.31% | Trim |
| 39 | WMT | Walmart Inc | 0% | +1.95% | Add |
| 40 | CRWD | Crowdstrike Holdings Inc - A | 0% | +0.88% | Add |
| 41 | ISRG | Intuitive Surgical Inc | 0% | +16.69% | Add |
| 42 | XCEM | Columbia Em Core Ex-china | 0% | NEW | New buy |
| 43 | XLK | Ss Technology Select Sector | 0% | +51.12% | Add |
| 44 | XMMO | Invesco S&p Midcap Momentum | 0% | NEW | New buy |
| 45 | UCON | First Trust Smith Unconstrai | 0% | NEW | New buy |
| 46 | WFC | Wells Fargo & Co | 0% | +1.90% | Add |
| 47 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.03% | Trim |
| 48 | BSV | Vanguard Short-term Bond ETF | 0% | +10.13% | Add |
| 49 | VO | Vanguard Mid-cap ETF | 0% | +6.89% | Add |
| 50 | MGK | Vanguard Mega Cap Growth ETF | 0% | +3.19% | Add |
According to official SEC Form 13F filings, Cerity Partners LLC reported a total U.S. public equity portfolio value of $82.7B across 2415 disclosed positions in Q4 2024.
During Q4 2024, Cerity Partners LLC's top holdings by market value included VOO (4.3%)、AAPL (3.9%)、MSFT (2.9%). The largest single position, VOO, represented 4.3% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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Top New Position Initiated
BLK
市值: $124.5M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $126.4M
In Q4 2024, Cerity Partners LLC made 200 total portfolio adjustments, initiating 12 new buys, adding to 86 positions, trimming 92 holdings, and fully liquidating 10 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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