Cerity Partners LLC Purchases in Q4 2024

Cerity Partners LLC

  • $45.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MTD
Mettler Toledo International Inc

Healthcare
183
+ 5.69%
$1160.67 - $1498.12 $212K - $274K
3.4K $4.16M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
7.15K
+ 0.8%
$25.25 - $26.34 $181K - $188K
896K $22.7M
VICI
Vici Properties Inc.

Real Estate
31.6K
+ 7.92%
$28.27 - $33.19 $894K - $1.05M
431K $12.6M
RWO
Spdr Dow Jones Global Real Est

ETFs
11.4K
+ 4.37%
$42.41 - $47.31 $483K - $539K
272K $11.7M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
46.8K
+ 1.67%
$28.6 - $29.27 $1.34M - $1.37M
2.85M $81.7M
INDA
Ishares Msci India Index Fund

ETFs
2.43K
+ 1.63%
$52.64 - $58.16 $128K - $142K
152K $7.99M
IDXX
Idexx Laboratories Inc

Healthcare
471
+ 4.31%
$406.92 - $495.42 $192K - $233K
11.4K $4.71M
PANW
Palo Alto Networks Inc

Technology
381K
+ 86.82%
$181.96 - $405.9 $69.3M - $155M
819K $149M
APD
Air Products & Chemicals, Inc.

Basic Materials
849
+ 0.6%
$285.5 - $335.62 $242K - $285K
141K $41M
WMS
Advanced Drainage Systems, Inc.

Industrials
2.97K
+ 10.45%
$114.63 - $163.52 $340K - $486K
31.4K $3.63M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.16K
+ 0.78%
$134.53 - $150.65 $290K - $325K
280K $38M
BAX
Baxter International Inc

Healthcare
105
+ 0.11%
$28.63 - $37.84 $3.01K - $3.97K
98K $2.86M
O
Realty Income Corp

Real Estate
195
+ 0.22%
$51.76 - $64.71 $10.1K - $12.6K
87.1K $4.65M
SAVA
Cassava Sciences Inc

Healthcare
10
+ 0.03%
$2.29 - $32.18 $22.9 - $322
35.4K $83K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
639
+ 1.05%
$49.78 - $66.55 $31.8K - $42.5K
61.7K $3.09M
PII
Polaris Inc.

Consumer Cyclical
612
+ 1.47%
$56.74 - $83.06 $34.7K - $50.8K
42.2K $2.43M
LYB
Lyondell Basell Industries N.V.

Basic Materials
21K
+ 17.41%
$72.97 - $96.75 $1.53M - $2.03M
141K $10.5M
HALO
Halozyme Therapeutics, Inc.

Healthcare
35.1K
+ 11.7%
$42.57 - $61.09 $1.49M - $2.14M
335K $16M
AES
Aes Corp

Utilities
4.51K
+ 2.7%
$12.44 - $20.24 $56.1K - $91.3K
172K $2.21M
FE
Firstenergy Corp

Utilities
2.54K
+ 0.92%
$39.14 - $44.52 $99.6K - $113K
278K $11.1M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2.52K
+ 0.93%
$56.61 - $61.63 $143K - $156K
274K $15.5M
LHX
L3 Harris Technologies, Inc.

Industrials
1.77K
+ 3.07%
$208.94 - $264.22 $370K - $467K
59.5K $12.5M
MDT
Medtronic PLC

Healthcare
14.7K
+ 6.03%
$79.61 - $92.24 $1.17M - $1.35M
258K $20.6M
BP
Bp PLC

Energy
8.3K
+ 0.92%
$28.16 - $33.14 $234K - $275K
909K $26.9M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
27.3K
+ 3.24%
$26.63 - $30.23 $727K - $825K
869K $23.1M
MMS
Maximus, Inc.

Industrials
7.35K
+ 6.57%
$69.81 - $92.82 $513K - $682K
119K $8.9M
CAG
Conagra Brands Inc.

Consumer Defensive
12.9K
+ 3.25%
$26.48 - $32.72 $342K - $423K
410K $11.4M
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.12M
+ 266.66%
$25.93 - $105.3 $55.1M - $224M
2.92M $81.4M
MELI
Mercadolibre Inc

Consumer Cyclical
51
+ 1.05%
$1666.0 - $2117.3 $85K - $108K
4.93K $8.38M
IXUS
Ishares Tr

ETFs
1.48K
+ 0.55%
$65.95 - $72.56 $97.3K - $107K
268K $17.7M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
116K
+ 5.5%
$38.37 - $42.82 $4.44M - $4.96M
2.22M $85.2M
MPC
Marathon Petroleum Corp

Energy
17K
+ 9.58%
$131.65 - $174.84 $2.23M - $2.97M
194K $27.1M
AZN
Astrazeneca PLC

Healthcare
8.44K
+ 4.23%
$63.2 - $79.58 $533K - $671K
208K $13.6M
VLUE
Ishares Msci Usa Value Factor

ETFs
5.04K
+ 0.69%
$104.01 - $115.38 $525K - $582K
734K $77.5M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
4.45M
+ 196.47%
$27.54 - $83.04 $123M - $369M
6.71M $186M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
3.22K
+ 0.48%
$34.13 - $37.35 $110K - $120K
670K $22.9M
INTC
Intel Corp

Technology
33.4K
+ 3.96%
$19.07 - $26.23 $637K - $876K
876K $17.6M
KMB
Kimberly Clark Corp

Consumer Defensive
1.21K
+ 0.57%
$130.37 - $146.09 $158K - $177K
214K $28.1M
RTX
Raytheon Technologies Corp

Industrials
12K
+ 1.76%
$114.45 - $127.21 $1.37M - $1.52M
692K $80.1M
GIS
General Mills Inc

Consumer Defensive
2.58K
+ 0.99%
$62.78 - $74.62 $162K - $192K
264K $16.8M
AVDV
American Centy ETF Tr Avantis

ETFs
62.3K
+ 5.21%
$63.85 - $70.4 $3.98M - $4.39M
1.26M $82M
CL
Colgate Palmolive CO

Consumer Defensive
1.4K
+ 0.65%
$90.22 - $102.31 $126K - $143K
217K $19.7M
SCHV
Schwab Strategic Tr Us Large C

ETFs
447K
+ 166.02%
$25.79 - $80.4 $11.5M - $35.9M
716K $18.7M
DFIV
Dimensional ETF Tr

ETFs
89.4K
+ 3.61%
$34.86 - $37.97 $3.12M - $3.39M
2.56M $90.9M
VGIT
Vanguard Intermediate Term Tre

ETFs
38.5K
+ 1.68%
$57.78 - $60.4 $2.23M - $2.33M
2.33M $135M
STZ
Constellation Brands, Inc.

Consumer Defensive
4.59K
+ 3.78%
$219.66 - $257.62 $1.01M - $1.18M
126K $27.9M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
7.87K
+ 0.99%
$52.1 - $57.26 $410K - $451K
800K $41.7M
SCHP
Schwab Strategic Us Tips ETF

ETFs
4.08M
+ 104.05%
$25.74 - $53.78 $105M - $220M
8M $207M
BND
Vanguard Bd Index Fd Inc Total

ETFs
13.7K
+ 0.79%
$71.75 - $75.11 $986K - $1.03M
1.76M $127M
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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