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CIK: 0001566475
Total reported value
$82.7B
$82.7B
2474 檔
9.2%
In Q1 2025, Cerity Partners LLC's U.S. equity holdings reached a combined market value of $82.7B, distributed across 2474 disclosed stock positions.
In Q1 2025, Cerity Partners LLC displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2474 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% | +6.91% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.83% | — | +16.47% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 2.75% | -0.28% | +15.84% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 2.36% | +0.08% | +16.45% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.35% | +0.09% | +4.07% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.30% | +0.03% | +1.88% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.24% | -0.17% | +0.96% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.71% | — | -0.44% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.63% | — | +16.99% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.51% | -0.10% | +9.55% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.33% | -0.11% | +61.88% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.25% | -0.06% | +6.81% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.04% | +0.11% | +17.38% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.00% | +0.14% | +3.33% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | +0.10% | +33.80% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.99% | -0.03% | +21.03% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 0.97% | +0.08% | +49.67% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.93% | -0.06% | -0.04% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.91% | +0.10% | +3.61% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.84% | -0.03% | +1.20% | |
| 21 | CACC | Credit Acceptance CORP | Stock-Other | 0.83% | — | +0.14% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.78% | -0.04% | +14.76% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.78% | — | +22.12% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.11% | +3.99% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.68% | -0.01% | -1.35% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.66% | +0.04% | +2.52% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | -0.06% | +23.07% | |
| 28 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.56% | -0.05% | +5.47% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | -0.01% | +15.59% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.53% | -0.13% | +69.22% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.53% | +0.02% | +13.52% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.53% | +0.01% | +1.70% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.52% | -0.01% | -2.56% | |
| 34 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.52% | -0.02% | +6.01% | |
| 35 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.51% | -0.04% | +8.64% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.19% | +7.80% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.48% | +0.07% | +14.20% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.47% | +0.05% | -7.11% | |
| 39 | ITW | Illinois Tool Works | Stock-Industrials | 0.47% | -0.04% | +2.91% | |
| 40 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.46% | — | -0.03% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.45% | +0.08% | +4.22% | |
| 42 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.44% | +0.06% | -0.01% | |
| 43 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.44% | -0.09% | +5.89% | |
| 44 | CVX | Chevron CORP | Stock-Energy | 0.42% | -0.09% | +3.27% | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | +0.01% | +12.03% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.42% | +0.02% | +9.83% | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.41% | -0.04% | +3.08% | |
| 48 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.41% | -0.01% | +3.98% | |
| 49 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.41% | -0.03% | -5.17% | |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.41% | -0.04% | +2.77% |
According to official SEC Form 13F filings, Cerity Partners LLC reported a total U.S. public equity portfolio value of $82.7B across 2474 disclosed positions in Q1 2025.
During Q1 2025, Cerity Partners LLC's top holdings by market value included VOO (4.1%)、AAPL (3.8%)、MSFT (2.8%). The largest single position, VOO, represented 4.1% 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 terms of portfolio concentration, the top 5 core holdings (including VOO, AAPL, MSFT) accounted for 9.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
VOO
市值: $2.0B
In Q1 2025, Cerity Partners LLC made 200 total portfolio adjustments, initiating 200 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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