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
$42.1B
$16.4 Million 0.04% of portfolio
287,033
Q3 2024 Added 32.26%
$34.7B
$18 Million 0.04% of portfolio
96,215
Q3 2024 Added 16.87%
$88.8B
$19 Million 0.04% of portfolio
40,082
Q3 2024 Added 2.76%
$78B
$19.2 Million 0.04% of portfolio
16,678
Q3 2024 Added 52.95%
$32.7B
$20 Million 0.04% of portfolio
1,012,443
Q3 2024 Added 22.69%
$0
$15.7 Million 0.04% of portfolio
311,832
Q3 2024 Added 15.67%
$43.7B
$15.8 Million 0.04% of portfolio
130,778
Q3 2024 Added 3.98%
$72.9B
$16.3 Million 0.04% of portfolio
15,548
Q3 2024 Added 18.46%
$89.8B
$17.3 Million 0.04% of portfolio
191,414
Q3 2024 Reduced 0.19%
$21.9B
$17.3 Million 0.04% of portfolio
71,335
Q3 2024 Added 4.08%
$57.8B
$17.3 Million 0.04% of portfolio
73,777
Q3 2024 Added 9.74%
$0
$17.6 Million 0.04% of portfolio
247,374
Q3 2024 Added 54.52%
$0
$16.7 Million 0.04% of portfolio
271,176
Q3 2024 Reduced 0.44%
$50.9B
$19.2 Million 0.04% of portfolio
78,595
Q3 2024 Added 7.07%
$36.6B
$17.8 Million 0.04% of portfolio
272,761
Q3 2024 Added 79.36%
$2.13B
$11.2 Million 0.03% of portfolio
84,363
Q3 2024 Reduced 10.25%
$43.5B
$12.9 Million 0.03% of portfolio
129,286
Q3 2024 Added 19.34%
$56.8B
$12.1 Million 0.03% of portfolio
165,676
Q3 2024 Added 40.46%
$76B
$12.8 Million 0.03% of portfolio
36,994
Q3 2024 Added 56.61%
$19.7B
$12.2 Million 0.03% of portfolio
464,315
Q3 2024 Added 127.96%
$39.9B
$12.8 Million 0.03% of portfolio
33,454
Q3 2024 Added 50.44%
$5.71B
$13.9 Million 0.03% of portfolio
174,447
Q3 2024 Added 112.64%
$211B
$15.5 Million 0.03% of portfolio
199,425
Q3 2024 Added 30.47%
$30B
$13.5 Million 0.03% of portfolio
59,714
Q3 2024 Added 11.16%
$6.39B
$11.2 Million 0.03% of portfolio
51,377
Q3 2024 Reduced 11.16%
$3.09B
$12.6 Million 0.03% of portfolio
157,729
Q3 2024 Added 52.26%
$36.4B
$15.1 Million 0.03% of portfolio
453,393
Q3 2024 Added 112.82%
$70.8B
$14.5 Million 0.03% of portfolio
123,445
Q3 2024 Added 25.08%
$77.1B
$14 Million 0.03% of portfolio
93,562
Q3 2024 Added 23.11%
$4.69B
$12.4 Million 0.03% of portfolio
91,787
Q3 2024 Added 4.67%
$23.3B
$15.3 Million 0.03% of portfolio
373,499
Q3 2024 Added 21.96%
$12.1B
$12.9 Million 0.03% of portfolio
397,297
Q3 2024 Added 6.46%
$106B
$12.6 Million 0.03% of portfolio
48,277
Q3 2024 Added 50.2%
$13.7B
$15.1 Million 0.03% of portfolio
287,837
Q3 2024 Added 22.9%
$44.9B
$13.7 Million 0.03% of portfolio
232,664
Q3 2024 Added 27.96%
$14.6B
$15.4 Million 0.03% of portfolio
52,745
Q3 2024 Added 4.99%
$5.6B
$13.2 Million 0.03% of portfolio
354,244
Q3 2024 Added 122.34%
$0
$12 Million 0.03% of portfolio
285,208
Q3 2024 Added 191.11%
$0
$15.6 Million 0.03% of portfolio
569,015
Q3 2024 Added 52.81%
$0
$11.5 Million 0.03% of portfolio
427,338
Q3 2024 Added 16.67%
$44.1B
$15.2 Million 0.03% of portfolio
262,249
Q3 2024 Added 1.56%
$63.6B
$12.6 Million 0.03% of portfolio
87,944
Q3 2024 Added 13.75%
$10.3B
$14.5 Million 0.03% of portfolio
51,374
Q3 2024 Added 8.2%
$0
$13.7 Million 0.03% of portfolio
289,978
Q3 2024 Reduced 2.75%
$22.2B
$13.3 Million 0.03% of portfolio
152,275
Q3 2024 Added 6.33%
$73.5B
$11.5 Million 0.03% of portfolio
395,516
Q3 2024 Added 15.92%
$78.5B
$14.1 Million 0.03% of portfolio
114,431
Q3 2024 Reduced 2.23%
$39B
$13.9 Million 0.03% of portfolio
343,950
Q3 2024 Added 168.89%
$43.3B
$14.1 Million 0.03% of portfolio
197,825
Q3 2024 Added 12.37%

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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