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
$15.8B
$5.28 Million 0.01% of portfolio
46,861
Q3 2024 Added 27.26%
$32.9B
$4.85 Million 0.01% of portfolio
16,512
Q3 2024 Added 11.51%
$12.4B
$5.82 Million 0.01% of portfolio
81,540
Q3 2024 Added 43.52%
$11.1B
$5.88 Million 0.01% of portfolio
23,177
Q3 2024 Added 14.9%
$14.5B
$3.22 Million 0.01% of portfolio
51,912
Q3 2024 Added 32.24%
$4.75B
$2.52 Million 0.01% of portfolio
21,823
Q3 2024 Added 20.14%
$20.3B
$2.6 Million 0.01% of portfolio
14,426
Q3 2024 Added 39.9%
$18.5B
$4.07 Million 0.01% of portfolio
40,818
Q3 2024 Reduced 41.17%
$7.01B
$3.22 Million 0.01% of portfolio
48,888
Q3 2024 Added 105.71%
$17.7B
$2.36 Million 0.01% of portfolio
5,124
Q3 2024 Added 163.99%
$46.8B
$2.9 Million 0.01% of portfolio
1,493
Q3 2024 Added 98.8%
$6.02B
$4.18 Million 0.01% of portfolio
44,712
Q3 2024 Added 12.79%
$0
$4.65 Million 0.01% of portfolio
70,294
Q3 2024 Reduced 5.38%
$48.2B
$4.02 Million 0.01% of portfolio
47,964
Q3 2024 Added 117.09%
$6.39B
$2.42 Million 0.01% of portfolio
36,609
Q3 2024 Added 74.16%
$33.2B
$2.37 Million 0.01% of portfolio
1,290
Q3 2024 Added 33.96%
$0
$2.32 Million 0.01% of portfolio
39,008
Q3 2024 Added 0.0%
$8.4B
$3.03 Million 0.01% of portfolio
58,587
Q3 2024 Added 71.67%
$7.71B
$3.05 Million 0.01% of portfolio
64,029
Q3 2024 Added 63.97%
$40.1B
$3.42 Million 0.01% of portfolio
324,052
Q3 2024 Added 10.85%
$28.4B
$5.07 Million 0.01% of portfolio
64,235
Q3 2024 Added 5.41%
$7.33B
$2.69 Million 0.01% of portfolio
133,588
Q3 2024 Added 321.89%
$5.87B
$3.1 Million 0.01% of portfolio
176,382
Q3 2024 Added 15.13%
$1.95B
$2.86 Million 0.01% of portfolio
40,929
Q3 2024 Reduced 71.58%
$5.54B
$2.9 Million 0.01% of portfolio
56,307
Q3 2024 Added 772.3%
$5.72B
$2.92 Million 0.01% of portfolio
63,857
Q3 2024 Added 30.85%
$29.9B
$2.37 Million 0.01% of portfolio
23,136
Q3 2024 Added 26.69%
$0
$4.23 Million 0.01% of portfolio
77,761
Q3 2024 Reduced 0.56%
$8.65B
$2.98 Million 0.01% of portfolio
15,022
Q3 2024 Added 31.01%
$11.5B
$3.66 Million 0.01% of portfolio
34,540
Q3 2024 Added 283.74%
$7.19B
$3.27 Million 0.01% of portfolio
45,750
Q3 2024 Added 25.87%
$32.4B
$2.77 Million 0.01% of portfolio
17,672
Q3 2024 Added 18.85%
$0
$4.33 Million 0.01% of portfolio
38,301
Q3 2024 Added 0.13%
$56.7B
$6.65 Million 0.01% of portfolio
6,405
Q3 2024 Reduced 5.86%
$5.34B
$2.98 Million 0.01% of portfolio
20,995
Q3 2024 Added 41.75%
$56.7B
$2.27 Million 0.01% of portfolio
44,913
Q3 2024 Added 25.59%
$6.42B
$3.03 Million 0.01% of portfolio
7,909
Q3 2024 Added 59.46%
$4.82B
$4.47 Million 0.01% of portfolio
195,008
Q3 2024 Added 54.61%
$15.4B
$3.99 Million 0.01% of portfolio
21,799
Q3 2024 Added 326.85%
$5.35B
$5.39 Million 0.01% of portfolio
103,523
Q3 2024 Added 3.73%
$903M
$2.42 Million 0.01% of portfolio
93,136
Q3 2024 New
$43.4B
$6.1 Million 0.01% of portfolio
576,533
Q3 2024 Added 23.4%
$109B
$4.05 Million 0.01% of portfolio
64,710
Q3 2024 Added 53.39%
$10.2B
$4.19 Million 0.01% of portfolio
220,847
Q3 2024 Added 55.02%
$13B
$2.43 Million 0.01% of portfolio
9,285
Q3 2024 Added 18.13%
$44.9B
$2.56 Million 0.01% of portfolio
18,862
Q3 2024 Added 10.32%
$31.3B
$6.18 Million 0.01% of portfolio
302,202
Q3 2024 Added 104.69%
$5.76B
$3.37 Million 0.01% of portfolio
54,468
Q3 2024 Added 36.13%
$67.6B
$3.11 Million 0.01% of portfolio
13,505
Q3 2024 Added 38.77%

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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