Cerity Partners LLC Incresed Positions in Q3 2024

Cerity Partners LLC

  • $44.7 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IIIN
Insteel Industries Inc

Industrials
233K
+ 132.66%
$29.57 - $34.71 $6.88M - $8.07M
408K $12.7M
WELL
Welltower Inc.

Real Estate
17.8K
+ 8.55%
$104.0 - $129.74 $1.85M - $2.31M
226K $28.9M
TIP
Ishares Tr Tips Bd ETF

ETFs
61.8K
+ 76.31%
$105.92 - $110.83 $6.55M - $6.85M
143K $15.8M
CME
Cme Group Inc.

Financial Services
27.3K
+ 59.96%
$193.43 - $220.62 $5.29M - $6.03M
72.9K $16.1M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
219K
+ 448.47%
$28.08 - $32.61 $6.16M - $7.15M
268K $8.48M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1.07K
+ 10.75%
$3305.62 - $4268.05 $3.55M - $4.58M
11.1K $46.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
73.9K
+ 2.34%
$49.93 - $51.15 $3.69M - $3.78M
3.24M $165M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
65K
+ 12.36%
$74.26 - $78.84 $4.83M - $5.12M
591K $46.3M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
87.3K
+ 54.52%
$65.06 - $71.72 $5.68M - $6.26M
247K $17.6M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
33K
+ 10.49%
$95.1 - $106.76 $3.14M - $3.52M
347K $37.1M
MAR
Marriott International Inc

Consumer Cyclical
24.7K
+ 40.71%
$211.35 - $255.11 $5.21M - $6.29M
85.3K $21.2M
BBY
Best Buy CO Inc

Consumer Cyclical
40.1K
+ 31.92%
$80.23 - $103.29 $3.22M - $4.14M
166K $17.1M
OHI
Omega Healthcare Investors Inc

Real Estate
138K
+ 99.56%
$33.55 - $41.29 $4.64M - $5.71M
277K $11.3M
AFL
Aflac Inc

Financial Services
17.4K
+ 8.7%
$88.52 - $111.8 $1.54M - $1.95M
218K $24.4M
VUG
Vanguard Growth ETF

ETFs
11K
+ 5.35%
$341.08 - $391.94 $3.76M - $4.32M
217K $83.2M
DUK
Duke Energy Corp

Utilities
20.4K
+ 7.92%
$99.35 - $117.71 $2.03M - $2.4M
278K $32.1M
LXU
Lsb Industries, Inc.

Basic Materials
779K
+ 132.19%
$7.06 - $9.36 $5.5M - $7.29M
1.37M $11M
PAYX
Paychex Inc

Industrials
4.61K
+ 1.3%
$116.17 - $135.19 $535K - $623K
360K $48.3M
CL
Colgate Palmolive CO

Consumer Defensive
48K
+ 28.62%
$95.54 - $108.77 $4.59M - $5.22M
216K $22.4M
CEG
Constellation Energy Corp

Utilities
16.1K
+ 50.2%
$167.08 - $262.86 $2.7M - $4.24M
48.3K $12.6M
NKE
Nike, Inc.

Consumer Cyclical
10.5K
+ 2.64%
$71.09 - $89.44 $750K - $943K
410K $36.2M
VLUE
Ishares Msci Usa Value Factor

ETFs
19.7K
+ 2.78%
$99.14 - $109.18 $1.96M - $2.16M
729K $79.5M
MS
Morgan Stanley

Financial Services
43.7K
+ 21.4%
$92.07 - $106.96 $4.02M - $4.67M
248K $25.8M
DFAE
Dimensional ETF Tr

ETFs
197K
+ 52.81%
$24.46 - $27.82 $4.81M - $5.47M
569K $15.6M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
52.8K
+ 122.73%
$74.21 - $96.5 $3.92M - $5.1M
95.8K $9.21M
AON
Aon PLC

Financial Services
13.4K
+ 56.61%
$293.16 - $351.06 $3.92M - $4.69M
37K $12.8M
TROW
Price T Rowe Group Inc

Financial Services
58.1K
+ 78.31%
$101.71 - $120.75 $5.91M - $7.01M
132K $14.4M
AXR
Amrep Corp.

Real Estate
156K
+ 137.19%
$18.13 - $30.67 $2.82M - $4.78M
269K $8M
IT
Gartner Inc

Technology
10.7K
+ 166.63%
$441.32 - $516.47 $4.73M - $5.54M
17.2K $8.7M
QCOM
Qualcomm Inc

Technology
107K
+ 25.11%
$156.12 - $209.64 $16.6M - $22.3M
531K $90.3M
SJW
Sjw Group

Utilities
2.19K
+ 0.15%
$53.35 - $61.66 $117K - $135K
1.46M $84.7M
SUB
Ishares Short Term National Mu

ETFs
49.5K
+ 17.33%
$104.3 - $106.3 $5.16M - $5.26M
335K $35.6M
LEN
Lennar Corp

Consumer Cyclical
13.9K
+ 16.87%
$142.5 - $192.45 $1.98M - $2.67M
96.2K $18M
KKR
Kkr & Co. Inc.

Financial Services
8.33K
+ 4.59%
$104.51 - $133.23 $871K - $1.11M
190K $24.8M
SAP
Sap Se

Technology
19.2K
+ 40.68%
$197.21 - $231.0 $3.78M - $4.43M
66.3K $15.2M
OGN
Organon & Co.

Healthcare
323K
+ 93.98%
$18.65 - $23.03 $6.03M - $7.45M
667K $12.8M
NOC
Northrop Grumman Corp

Industrials
7.34K
+ 38.19%
$423.73 - $533.14 $3.11M - $3.91M
26.5K $14M
LPX
Louisiana Pacific Corp

Industrials
43.7K
+ 119.38%
$80.06 - $107.45 $3.5M - $4.7M
80.3K $8.63M
KR
Kroger CO

Consumer Defensive
70K
+ 32.26%
$50.43 - $57.3 $3.53M - $4.01M
287K $16.4M
PCG
Pg&E Corp

Utilities
187K
+ 22.69%
$17.08 - $20.6 $3.2M - $3.86M
1.01M $20M
IEMG
Ishares Inc

ETFs
96.9K
+ 2.63%
$53.64 - $53.64 $5.2M - $5.2M
3.78M $203M
IJK
Ishares S&P Midcap 400 Growth

ETFs
40.7K
+ 8.96%
$84.81 - $93.54 $3.45M - $3.81M
495K $45.5M
TXN
Texas Instruments Inc

Technology
27.9K
+ 7.96%
$194.6 - $194.6 $5.42M - $5.42M
378K $73.6M
DAL
Delta Air Lines, Inc.

Industrials
92.3K
+ 41.76%
$37.32 - $51.8 $3.44M - $4.78M
313K $15.9M
GD
General Dynamics Corp

Industrials
15.8K
+ 29.46%
$279.51 - $308.09 $4.42M - $4.87M
69.5K $21M
DFSV
Dimensional ETF Tr Dimensional

ETFs
138K
+ 26.34%
$28.25 - $31.7 $3.9M - $4.38M
663K $20.4M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
109K
+ 155.73%
$45.2 - $47.87 $4.92M - $5.21M
179K $8.49M
BSEP
Innovator U.S. Equity Buffer E

ETFs
123K
+ 298.5%
$39.49 - $42.12 $4.86M - $5.18M
164K $6.92M
ROST
Ross Stores, Inc.

Consumer Cyclical
32.8K
+ 65.21%
$136.06 - $155.24 $4.47M - $5.1M
83.2K $12.5M
Activity Summary
Buys All Purchases 2066 New Holdings 405 Increased Positions 1661 Sells All Sells 363 Reductions 363 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