Cerity Partners LLC Portfolio Holdings

Cerity Partners LLC

  • $44.7 Billion
  • Q3 2024

Cerity Partners LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $44.7 Billion distributed in 2526 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 $1.83B, Apple Inc. with a value of $1.69B, Microsoft Corp with a value of $1.37B, Spdr S&P 500 ETF Trust with a value of $1.28B, and Procter & Gamble CO with a value of $1.1B.

Examining the 13F form we can see an increase of $6.99B in the current position value, from $37.7B to 44.7B.

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 $44.7 Billion
ETFs: $20 Billion
Technology: $7.16 Billion
Financial Services: $3.39 Billion
Healthcare: $3.3 Billion
Consumer Defensive: $2.36 Billion
Consumer Cyclical: $2.31 Billion
Industrials: $2.25 Billion
Communication Services: $1.77 Billion
Other: $2.17 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.6B
$2.75 Million 0.01% of portfolio
18,903
Q3 2024 Added 39.71%
$14.8B
$4.75 Million 0.01% of portfolio
78,245
Q3 2024 Added 23.38%
$32.8B
$3.58 Million 0.01% of portfolio
13,019
Q3 2024 Added 133.57%
$0
$4.27 Million 0.01% of portfolio
90,620
Q3 2024 Added 15.84%
$14.5B
$2.46 Million 0.01% of portfolio
217,498
Q3 2024 Added 78.73%
$731M
$4.13 Million 0.01% of portfolio
460,624
Q3 2024 Added 524.92%
$96.1B
$4.05 Million 0.01% of portfolio
61,061
Q3 2024 Added 61.91%
$8.93B
$2.51 Million 0.01% of portfolio
76,168
Q3 2024 Added 42.33%
$5.2B
$3.45 Million 0.01% of portfolio
14,648
Q3 2024 Added 1,120.67%
$106B
$2.37 Million 0.01% of portfolio
18,120
Q3 2024 Added 36.26%
$10.4B
$3.72 Million 0.01% of portfolio
23,257
Q3 2024 Added 21.94%
$34.4B
$6.05 Million 0.01% of portfolio
54,115
Q3 2024 Added 71.95%
$27.8B
$4.3 Million 0.01% of portfolio
72,038
Q3 2024 Added 56.32%
$6.91B
$2.24 Million 0.01% of portfolio
17,038
Q3 2024 Added 31.12%
$7.53B
$4.16 Million 0.01% of portfolio
52,236
Q3 2024 Added 61.5%
$43.2B
$3.66 Million 0.01% of portfolio
9,165
Q3 2024 Reduced 2.36%
$12.9B
$4.29 Million 0.01% of portfolio
52,019
Q3 2024 Added 21.55%
$11.7B
$2.36 Million 0.01% of portfolio
21,703
Q3 2024 Added 69.2%
$45.9B
$4.8 Million 0.01% of portfolio
132,652
Q3 2024 Added 90.39%
$17.3B
$3.44 Million 0.01% of portfolio
50,653
Q3 2024 Added 61.38%
$64.9B
$4.27 Million 0.01% of portfolio
393,458
Q3 2024 Added 37.29%
$81.6B
$3.41 Million 0.01% of portfolio
668,343
Q3 2024 Added 47.38%
$68.2B
$3.81 Million 0.01% of portfolio
52,982
Q3 2024 Added 58.33%
$16B
$3.72 Million 0.01% of portfolio
97,878
Q3 2024 Added 18.55%
$349M
$2.44 Million 0.01% of portfolio
102,707
Q3 2024 Added 0.03%
$124B
$5.25 Million 0.01% of portfolio
84,592
Q3 2024 Added 25.51%
$8.88B
$2.61 Million 0.01% of portfolio
7,793
Q3 2024 Added 29.32%
$3.74B
$2.38 Million 0.01% of portfolio
38,943
Q3 2024 Added 9.25%
$0
$2.82 Million 0.01% of portfolio
45,020
Q3 2024 Added 0.0%
$0
$5.19 Million 0.01% of portfolio
239,836
Q2 2024 Added 5.16%
$47.4B
$2.51 Million 0.01% of portfolio
37,375
Q3 2024 Added 24.43%
$5.27B
$4.5 Million 0.01% of portfolio
336,202
Q3 2024 Reduced 2.48%
$11.3B
$3.69 Million 0.01% of portfolio
190,455
Q3 2024 Added 3.18%
$18.9B
$6.09 Million 0.01% of portfolio
37,401
Q3 2024 Added 39.67%
$2.56B
$2.75 Million 0.01% of portfolio
9,512
Q3 2024 New
$6.73B
$4.07 Million 0.01% of portfolio
29,078
Q3 2024 Added 62.98%
$82B
$2.42 Million 0.01% of portfolio
66,130
Q3 2024 Added 89.59%
$36.3B
$4.71 Million 0.01% of portfolio
21,914
Q3 2024 Added 58.08%
$29.7B
$5.62 Million 0.01% of portfolio
54,252
Q3 2024 Added 53.33%
$18.9B
$4.34 Million 0.01% of portfolio
16,461
Q3 2024 Added 25.92%
$14.8B
$5.05 Million 0.01% of portfolio
144,085
Q3 2024 Reduced 11.21%
$13B
$2.52 Million 0.01% of portfolio
22,854
Q3 2024 Added 39.81%
$2.89B
$2.36 Million 0.01% of portfolio
132,656
Q3 2024 Added 27.36%
$88.2B
$4.13 Million 0.01% of portfolio
15,225
Q3 2024 Added 27.89%
$0
$2.29 Million 0.01% of portfolio
62,822
Q3 2024 Added 15.02%
$33.7B
$3.64 Million 0.01% of portfolio
32,964
Q3 2024 Added 35.89%
$20.8B
$3.12 Million 0.01% of portfolio
6,951
Q3 2024 Added 48.97%
$20.5B
$3.08 Million 0.01% of portfolio
71,553
Q3 2024 Added 2.07%
$12.4B
$2.97 Million 0.01% of portfolio
38,353
Q3 2024 Added 127.95%

Summary

  • Portfolio
  • No. of Stocks 2,526
  • Current Value $44.7 Billion
  • Prior Value $37.7 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 405 stocks
  • Additional Purchases 1,661 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 363 stocks
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