Cerity Partners LLC Purchases in Q4 2024

Cerity Partners LLC

  • $45.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITW
Illinois Tool Works Inc

Industrials
655K
+ 263.86%
$253.56 - $278.5 $166M - $183M
904K $229M
NVDA
Nvidia Corp

Technology
285K
+ 3.17%
$117.0 - $148.88 $33.4M - $42.5M
9.28M $1.25B
AAPL
Apple Inc.

Technology
68K
+ 0.94%
$221.69 - $259.02 $15.1M - $17.6M
7.34M $1.84B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
172K
+ 4.95%
$521.84 - $558.82 $89.8M - $96.1M
3.65M $1.96B
VTI
Vanguard Total Stock Market Et

ETFs
366K
+ 30.26%
$280.04 - $302.45 $102M - $111M
1.57M $456M
IVV
Ishares Core S&P 500 ETF

ETFs
144K
+ 7.8%
$570.51 - $610.59 $82M - $87.8M
1.99M $1.17B
GOOGL
Alphabet Inc.

Communication Services
58.8K
+ 2.12%
$161.86 - $196.66 $9.52M - $11.6M
2.84M $537M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
979K
+ 20.12%
$96.64 - $101.23 $94.6M - $99.1M
5.85M $567M
VUG
Vanguard Growth ETF

ETFs
135K
+ 62.19%
$378.79 - $428.11 $51.1M - $57.7M
352K $144M
TSLA
Tesla, Inc.

Consumer Cyclical
5.62K
+ 1.45%
$213.65 - $479.86 $1.2M - $2.7M
394K $159M
RSP
Invesco S&P 500 Equal Weight E

ETFs
310K
+ 34.82%
$174.22 - $187.62 $54M - $58.2M
1.2M $210M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
988K
+ 27.66%
$50.37 - $50.6 $49.7M - $50M
4.56M $230M
NTRS
Northern Trust Corp

Financial Services
455K
+ 451.91%
$88.4 - $111.16 $40.2M - $50.6M
556K $57M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
410K
+ 20.12%
$113.92 - $127.38 $46.7M - $52.2M
2.45M $282M
AVDE
American Centy ETF Tr Avantis

ETFs
671K
New
$60.9 - $66.69 $40.8M - $44.7M
671K $41.2M
DSTL
ETF Ser Solution Distillate Us

ETFs
641K
+ 4901.97%
$54.74 - $58.88 $35.1M - $37.7M
654K $35.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
564K
+ 16.63%
$61.68 - $67.87 $34.8M - $38.3M
3.96M $247M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
763K
+ 23.58%
$49.79 - $51.14 $38M - $39M
4M $200M
VXF
Vanguard Extended Market ETF

ETFs
127K
+ 20.02%
$179.17 - $207.15 $22.8M - $26.3M
762K $145M
IWF
Ishares Russell 1000 Gr ETF

ETFs
9.06K
+ 0.97%
$370.24 - $418.94 $3.35M - $3.79M
944K $379M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
343K
+ 207.08%
$80.93 - $85.66 $27.8M - $29.4M
509K $41.2M
PLTR
Palantir Technologies Inc.

Technology
83.8K
+ 15.33%
$36.46 - $82.38 $3.05M - $6.9M
630K $47.7M
HOOD
Robinhood Markets, Inc.

Technology
654K
+ 607.88%
$22.33 - $43.2 $14.6M - $28.3M
762K $28.4M
CPB
Campbell Soup CO

Consumer Defensive
625K
+ 294.41%
$41.42 - $48.71 $25.9M - $30.4M
837K $35.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
52.2K
+ 7.61%
$311.11 - $335.64 $16.2M - $17.5M
738K $238M
WMT
Walmart Inc.

Consumer Defensive
33.8K
+ 1.95%
$79.1 - $95.7 $2.68M - $3.24M
1.77M $160M
FNDA
Schwab Fundamental U S Small C

ETFs
785K
+ 621.38%
$29.26 - $59.11 $23M - $46.4M
912K $27.1M
JCPB
J P Morgan Exchange Traded Fd

ETFs
387K
New
$46.07 - $48.17 $17.8M - $18.6M
387K $17.8M
CRWD
Crowd Strike Holdings, Inc.

Technology
2.41K
+ 0.88%
$275.15 - $388.2 $663K - $935K
275K $94M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
251K
+ 282.9%
$66.77 - $71.52 $16.7M - $17.9M
339K $23.4M
ISRG
Intuitive Surgical Inc

Healthcare
23.2K
+ 16.69%
$471.27 - $550.62 $10.9M - $12.8M
162K $84.8M
QUAL
Ishares Msci Usa Quality Facto

ETFs
108K
+ 4.17%
$176.42 - $186.91 $19M - $20.1M
2.69M $479M
XCEM
Columbia ETF Tr Ii

ETFs
482K
New
$29.6 - $32.67 $14.3M - $15.7M
482K $14.3M
XLK
Technology Sector Spdr

ETFs
54.5K
+ 51.12%
$220.26 - $241.44 $12M - $13.1M
161K $37.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
207K
+ 10.13%
$77.02 - $78.58 $15.9M - $16.2M
2.25M $174M
WFC
Wells Fargo & Company

Financial Services
15.9K
+ 1.9%
$54.98 - $77.35 $872K - $1.23M
850K $59.7M
VO
Vanguard Mid Cap ETF

ETFs
46.5K
+ 6.89%
$261.5 - $284.63 $12.2M - $13.2M
722K $191M
MGK
Vanguard Mega Cap Growth ETF

ETFs
12.2K
+ 3.19%
$316.94 - $357.88 $3.87M - $4.37M
395K $135M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
765
+ 0.15%
$172.07 - $207.36 $132K - $159K
502K $99.2M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
97.3K
New
$119.61 - $136.3 $11.6M - $13.3M
97.3K $12M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
41.5K
+ 12.24%
$198.04 - $221.51 $8.22M - $9.2M
381K $80.1M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
173K
+ 8.5%
$115.08 - $119.55 $19.9M - $20.7M
2.21M $255M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
476K
New
$24.55 - $25.16 $11.7M - $12M
476K $11.7M
VB
Vanguard Small Cap ETF

ETFs
42.1K
+ 11.18%
$233.76 - $261.58 $9.84M - $11M
419K $101M
VIG
Vanguard Dividend Appreciation

ETFs
54.9K
+ 9.41%
N/A
639K $116M
BKNG
Booking Holdings Inc.

Consumer Cyclical
300
+ 2.71%
$4100.99 - $5300.34 $1.23M - $1.59M
11.4K $56.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
81.8K
+ 32.51%
$94.43 - $105.47 $7.72M - $8.63M
333K $33.8M
HSTM
Healthstream Inc

Healthcare
293K
+ 3889.23%
$28.11 - $33.16 $8.22M - $9.7M
300K $9.54M
HWKN
Hawkins Inc

Basic Materials
74.3K
+ 900.19%
$106.23 - $137.61 $7.9M - $10.2M
82.6K $10.1M
Activity Summary
Buys All Purchases 1121 New Holdings 145 Increased Positions 976 Sells All Sells 1188 Reductions 1188 Sold out 0 Options Calls 0 Puts 0
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