Cerity Partners LLC Incresed Positions in Q4 2024

Cerity Partners LLC

  • $45.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
OLO
Olo Inc.

Technology
953
+ 3.85%
$4.64 - $8.02 $4.42K - $7.64K
25.7K $197K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
627
+ 12.49%
$57.27 - $71.33 $35.9K - $44.7K
5.65K $369K
NJR
New Jersey Resources Corp

Utilities
1.66K
+ 28.0%
$45.17 - $51.61 $74.8K - $85.4K
7.57K $352K
SASR
Sandy Spring Bancorp Inc

Financial Services
374
+ 1.43%
$30.44 - $38.71 $11.4K - $14.5K
26.6K $896K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
3.06K
+ 60.0%
$33.05 - $43.75 $101K - $134K
8.17K $290K
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
2.75K
+ 22.42%
$10.17 - $14.73 $28K - $40.6K
15K $206K
SPSB
Spdr Portfolio Short Term Corp

ETFs
2.63K
+ 18.33%
$29.77 - $30.19 $78.1K - $79.2K
16.9K $506K
IIPR
Innovative Industrial Properties Inc

Real Estate
2.63K
+ 173.04%
$66.64 - $135.61 $175K - $357K
4.15K $276K
FNF
Fidelity National Financial, Inc.

Financial Services
4.67K
+ 14.36%
$55.19 - $63.83 $258K - $298K
37.2K $2.09M
GNRC
Generac Holdings Inc.

Industrials
1.7K
+ 3.41%
$154.28 - $195.11 $263K - $332K
51.7K $8.01M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
4.71K
+ 4.51%
$18.59 - $18.8 $87.5K - $88.5K
109K $2.03M
VFC
V F Corp

Consumer Cyclical
114
+ 0.26%
$16.7 - $22.59 $1.9K - $2.58K
43.2K $927K
CCS
Century Communities, Inc.

Consumer Cyclical
2.27K
+ 67.18%
$72.88 - $103.59 $165K - $235K
5.65K $414K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
1.29K
+ 2.66%
$41.09 - $45.94 $52.8K - $59.1K
49.6K $2.08M
AVAV
Aero Vironment Inc

Industrials
1.1K
+ 49.62%
$153.72 - $235.17 $170K - $260K
3.33K $512K
XT
Ishares Tr Exponential Technol

ETFs
1.36K
+ 10.16%
$58.7 - $62.72 $79.9K - $85.4K
14.8K $880K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
47.1K
+ 100.17%
$27.45 - $55.56 $1.29M - $2.62M
94.1K $2.66M
POCT
Innovator U.S. Equity Power Bu

ETFs
850
+ 1.68%
$38.63 - $40.03 $32.8K - $34K
51.4K $2.03M
KBE
Spdr S&P Bank ETF

ETFs
919
+ 18.32%
$51.33 - $62.76 $47.2K - $57.7K
5.94K $329K
SFIX
Stitch Fix, Inc.

Consumer Cyclical
6.99K
+ 31.14%
$2.63 - $6.64 $18.4K - $46.4K
29.5K $126K
RLJ
Rlj Lodging Trust

Real Estate
575
+ 1.04%
$8.77 - $10.68 $5.04K - $6.14K
55.9K $570K
WM
Waste Management Inc

Industrials
6.47K
+ 3.02%
$201.79 - $228.46 $1.31M - $1.48M
220K $44.5M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.85K
+ 5.94%
$80.13 - $83.77 $229K - $239K
50.8K $4.08M
ALE
Allete Inc

Utilities
706
+ 2.61%
$63.98 - $65.24 $45.2K - $46.1K
27.8K $1.8M
EB
Eventbrite, Inc.

Technology
13.8K
+ 60.62%
$2.64 - $3.95 $36.6K - $54.7K
36.7K $123K
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
2.55K
+ 22.67%
$54.2 - $60.92 $138K - $155K
13.8K $748K
FIZZ
National Beverage Corp

Consumer Defensive
19.4K
+ 10.78%
$42.5 - $50.03 $823K - $969K
199K $8.49M
KOS
Kosmos Energy Ltd.

Energy
20.1K
+ 105.66%
$2.71 - $4.52 $54.6K - $91K
39.2K $134K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
3.51K
+ 19.83%
$59.24 - $74.8 $208K - $262K
21.2K $1.3M
FBT
First Trust Nyse Arca Biotechn

ETFs
475
+ 11.29%
$161.65 - $178.69 $76.8K - $84.9K
4.68K $778K
UYG
Proshares Ultra Financials

ETFs
7
+ 0.12%
$75.09 - $96.7 $526 - $677
6.01K $513K
SIGI
Selective Insurance Group Inc

Financial Services
566
+ 8.44%
$90.05 - $102.09 $51K - $57.8K
7.28K $680K
AVUV
American Centy ETF Tr Avantis

ETFs
532
+ 12.14%
$94.37 - $106.41 $50.2K - $56.6K
4.91K $474K
EBC
Eastern Bankshares, Inc.

Financial Services
2.2K
+ 11.81%
$15.83 - $19.03 $34.8K - $41.8K
20.8K $358K
IYG
Ishares Tr

ETFs
9
+ 0.12%
$70.24 - $82.34 $632 - $741
7.48K $582K
TSN
Tyson Foods, Inc.

Consumer Defensive
1.58K
+ 8.14%
$57.14 - $64.54 $90.5K - $102K
21K $1.21M
ASH
Ashland Global Holdings Inc

Basic Materials
2.43K
+ 30.26%
$70.93 - $87.79 $172K - $213K
10.5K $747K
PARR
Par Pacific Holdings, Inc.

Energy
3.64K
+ 35.07%
$15.09 - $19.32 $55K - $70.4K
14K $230K
CRBG
Corebridge Financial, Inc.

Financial Services
1K
+ 4.64%
$28.28 - $33.37 $28.3K - $33.4K
22.6K $675K
DG
Dollar General Corp

Consumer Defensive
4.19K
+ 13.43%
$73.27 - $84.47 $307K - $354K
35.4K $2.68M
IETC
Ishares U S ETF Tr

ETFs
102
+ 2.08%
$77.24 - $89.31 $7.88K - $9.11K
5.01K $427K
MVBF
Mvb Financial Corp

Financial Services
1
+ 0.0%
$18.54 - $22.59 $18.5 - $22.6
31.6K $653K
MGV
Vanguard Mega Cap Value

ETFs
539
+ 6.78%
$124.06 - $133.48 $66.9K - $71.9K
8.49K $1.06M
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
1.91K
+ 10.12%
$10.78 - $12.75 $20.6K - $24.3K
20.8K $258K
CNHI
Cnh Industrial N.V.

Industrials
3.91K
+ 1.8%
N/A
222K $2.31M
IHF
Ishares Tr

ETFs
1.96K
+ 32.87%
$47.41 - $56.83 $92.9K - $111K
7.92K $380K
SATS
Echo Star Corp

Technology
2.64K
+ 24.29%
$21.52 - $27.17 $56.9K - $71.8K
13.5K $309K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
852
+ 3.93%
$50.62 - $50.97 $43.1K - $43.4K
22.5K $1.14M
CGGO
Capital Group Global Growth Eq

ETFs
2.24K
+ 8.05%
$29.21 - $30.67 $65.3K - $68.6K
30K $876K
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
Track This Portfolio

Track Cerity Partners LLC Portfolio

Follow Cerity Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cerity Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerity Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email