Cerity Partners LLC Portfolio Holdings
Cerity Partners LLC
- $60.5 Billion
- Q3 2025
Cerity Partners LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $60.5 Billion distributed in 2739 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $2.7B, Apple Inc. with a value of $2.24B, Nvidia Corp with a value of $2.19B, Microsoft Corp with a value of $1.9B, and Ishares Core S&P 500 ETF with a value of $1.55B.
Examining the 13F form we can see an increase of $5.32B in the current position value, from $55.1B to 60.5B.
Cerity Partners LLC is based out at New York, NY
Below you can find more details about Cerity Partners LLC portfolio as well as his latest detailed transactions.
Portfolio value
$60.5 Billion
ETFs: $26.6 Billion
Technology: $11.3 Billion
Financial Services: $4.7 Billion
Healthcare: $3.6 Billion
Industrials: $3.12 Billion
Communication Services: $3.07 Billion
Consumer Cyclical: $3.01 Billion
Consumer Defensive: $2.48 Billion
Other: $2.46 Billion
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 2,739
- Current Value $60.5 Billion
- Prior Value $55.1 Billion
- Filing
- Period Q3 2025
- Filing Date October 22, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 276 stocks
- Additional Purchases 1,367 stocks
- Sold out of 0 stocks
- Reduced holdings in 962 stocks