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
$33.3B
$3.13 Million 0.01% of portfolio
58,535
Q3 2024 Added 49.27%
$10.7B
$2.44 Million 0.01% of portfolio
91,620
Q3 2024 Added 55.94%
$15.3B
$4.13 Million 0.01% of portfolio
119,180
Q3 2024 Added 20.71%
$12.6B
$3.81 Million 0.01% of portfolio
14,499
Q3 2024 Added 15.98%
$11.1B
$3.43 Million 0.01% of portfolio
167,194
Q3 2024 Added 400.82%
$26B
$2.4 Million 0.01% of portfolio
26,398
Q3 2024 Added 21.94%
$31.4B
$3 Million 0.01% of portfolio
19,985
Q3 2024 Added 52.56%
$15B
$2.61 Million 0.01% of portfolio
43,972
Q3 2024 Added 159.9%
$12.5B
$3.18 Million 0.01% of portfolio
45,248
Q3 2024 Added 145.7%
$0
$4.16 Million 0.01% of portfolio
515,543
Q3 2024 Added 19.22%
$46.9B
$3.64 Million 0.01% of portfolio
70,580
Q3 2024 Added 27.71%
$13.4B
$4.04 Million 0.01% of portfolio
54,412
Q3 2024 Added 211.35%
$21.4B
$6.37 Million 0.01% of portfolio
32,110
Q3 2024 Added 64.05%
$4.58B
$5.56 Million 0.01% of portfolio
115,779
Q3 2024 Added 116.71%
$17.6B
$5.02 Million 0.01% of portfolio
48,598
Q3 2024 Added 47.41%
$3.75B
$2.57 Million 0.01% of portfolio
34,544
Q3 2024 Added 5.77%
$6.29B
$4.7 Million 0.01% of portfolio
46,879
Q3 2024 Added 32.88%
$40.1B
$5.07 Million 0.01% of portfolio
48,773
Q3 2024 Added 41.68%
$11.6B
$2.68 Million 0.01% of portfolio
69,869
Q3 2024 Added 41.27%
$38.3B
$5.96 Million 0.01% of portfolio
60,394
Q3 2024 Reduced 3.98%
$22.4B
$3.41 Million 0.01% of portfolio
15,833
Q3 2024 Added 105.2%
$11.3B
$2.81 Million 0.01% of portfolio
17,046
Q3 2024 Added 28.63%
$17.2B
$3.14 Million 0.01% of portfolio
32,160
Q3 2024 Added 130.31%
$13.8B
$4.8 Million 0.01% of portfolio
61,186
Q3 2024 Added 12.69%
$4.5B
$6.56 Million 0.01% of portfolio
482,291
Q3 2024 Added 13.73%
$0
$3.66 Million 0.01% of portfolio
36,941
Q3 2024 Reduced 48.4%
$9.35B
$3.55 Million 0.01% of portfolio
36,261
Q3 2024 Added 24.48%
$4.22B
$4.55 Million 0.01% of portfolio
16,060
Q3 2024 Added 21.29%
$14.4B
$3.12 Million 0.01% of portfolio
179,847
Q3 2024 Added 970.65%
$3.14B
$3.46 Million 0.01% of portfolio
41,564
Q3 2024 Added 11.55%
$4.07B
$2.37 Million 0.01% of portfolio
49,448
Q3 2024 Added 37.63%
$6.4B
$3.54 Million 0.01% of portfolio
30,562
Q3 2024 Added 46.57%
$315M
$2.33 Million 0.01% of portfolio
279,666
Q3 2024 New
$29B
$6.26 Million 0.01% of portfolio
47,279
Q3 2024 Added 11.05%
$20.4B
$2.58 Million 0.01% of portfolio
30,042
Q3 2024 Added 12.26%
$10.7B
$3.3 Million 0.01% of portfolio
53,509
Q3 2024 Added 58.92%
$15.6B
$5.31 Million 0.01% of portfolio
38,735
Q3 2024 Added 26.42%
$7.21B
$2.76 Million 0.01% of portfolio
11,240
Q3 2024 Added 34.39%
$11B
$2.41 Million 0.01% of portfolio
12,436
Q3 2024 Added 70.29%
$33.4B
$5.51 Million 0.01% of portfolio
86,934
Q3 2024 Added 60.0%
$2.78B
$4.02 Million 0.01% of portfolio
74,001
Q3 2024 Added 636.99%
$17B
$5.7 Million 0.01% of portfolio
19,710
Q3 2024 Added 6.32%
$94.7B
$5.1 Million 0.01% of portfolio
107,564
Q3 2024 Added 106.79%
$11B
$4.81 Million 0.01% of portfolio
17,671
Q3 2024 Added 69.26%
$67.1B
$6.47 Million 0.01% of portfolio
32,219
Q3 2024 Added 60.14%
$36.5B
$3.34 Million 0.01% of portfolio
13,686
Q3 2024 Added 82.02%
$99.8B
$3.92 Million 0.01% of portfolio
55,078
Q3 2024 Added 26.56%
$7.72B
$3.64 Million 0.01% of portfolio
53,990
Q3 2024 Added 106.87%
$42.1B
$2.52 Million 0.01% of portfolio
107,629
Q3 2024 Added 32.25%

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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