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
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
SPAB
Spdr Portfolio Aggregate Bond

ETFs
226K
+ 2.47%
$24.94 - $26.14 $5.64M - $5.91M
9.39M $235M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
512
+ 3.29%
$701.85 - $1046.91 $359K - $536K
16.1K $11.4M
MCD
Mcdonalds Corp

Consumer Cyclical
5.13K
+ 1.14%
$288.47 - $316.54 $1.48M - $1.62M
454K $132M
TSCO
Tractor Supply CO

Consumer Cyclical
487K
+ 366.29%
$52.59 - $303.74 $25.6M - $148M
620K $32.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.77K
+ 0.05%
$51.09 - $55.27 $90.4K - $97.8K
3.44M $176M
VEU
Vanguard Ftse All World Ex Us

ETFs
91.3K
+ 4.04%
$57.29 - $63.1 $5.23M - $5.76M
2.35M $135M
LMT
Lockheed Martin Corp

Industrials
9.86K
+ 7.15%
$479.66 - $614.62 $4.73M - $6.06M
148K $71.9M
AVEM
American Centy ETF Tr Avantis

ETFs
60.5K
+ 2.83%
$58.59 - $66.14 $3.54M - $4M
2.19M $129M
SONY
Sony Group Corp

Technology
111K
+ 74.34%
$17.53 - $96.8 $1.95M - $10.8M
261K $5.53M
RODM
Hartford Multifactor Developed

ETFs
58.4K
+ 1.11%
$28.36 - $30.42 $1.66M - $1.78M
5.31M $151M
ABBV
Abb Vie Inc.

Healthcare
39.5K
+ 4.73%
$164.99 - $203.87 $6.51M - $8.04M
874K $155M
MDLZ
Mondelez International, Inc.

Consumer Defensive
25.2K
+ 3.18%
$59.25 - $72.99 $1.49M - $1.84M
818K $48.9M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
8.99K
+ 3.92%
$396.64 - $516.74 $3.56M - $4.64M
238K $95.9M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
3.28M
+ 103.83%
$18.41 - $40.87 $60.3M - $134M
6.43M $119M
URI
United Rentals, Inc.

Industrials
582
+ 0.55%
$704.44 - $880.32 $410K - $512K
107K $75.3M
SJW
Sjw Group

Utilities
1.53K
+ 0.11%
$49.07 - $60.38 $75.2K - $92.5K
1.46M $71.8M
VEA
Vanguard Ftse Developed Market

ETFs
1.27M
+ 8.26%
$47.57 - $52.44 $60.6M - $66.8M
16.7M $799M
PG
Procter & Gamble CO

Consumer Defensive
82.9K
+ 1.3%
$161.05 - $179.7 $13.4M - $14.9M
6.44M $1.08B
IEFA
Ishares Tr

ETFs
263K
+ 3.02%
$70.06 - $77.43 $18.4M - $20.4M
8.98M $631M
LLY
Eli Lilly & CO

Healthcare
295
+ 0.05%
$727.2 - $932.06 $215K - $275K
581K $448M
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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