Cerity Partners LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings2,284 positions
VANGUARD INDEX FDS | 3.3M | $1.6B | 4.2% | $414.59 | +12.44% | 22 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 2.9M | $1.2B | 3.2% | $334.05 | +23.54% | 22 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 6.5M | $1.1B | 2.9% | $190.61 | -11.01% | 4 qtrssince 2023-Q2 | Decreased 0 |
PROCTER & GAMBLE CO | 6.3M | $1B | 2.7% | $135.30 | +12.22% | 22 qtrssince 2018-Q4 | Increased 56 |
STATE STR SPDR S&P 500 ETF T | 2.1M | $968M | 2.6% | $446.71 | +13.74% | 7 qtrssince 2022-Q3 | Decreased 0 |
ISHARES TR | 1.7M | $908.9M | 2.4% | $415.38 | +22.66% | 22 qtrssince 2018-Q4 | Increased 55 |
NVIDIA CORPORATION | 773,047 | $698.1M | 1.8% | $39.90 | +125.82% | 22 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 13.3M | $664.1M | 1.8% | $42.26 | +10.64% | 22 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 8M | $592.5M | 1.6% | $62.59 | +10.55% | 22 qtrssince 2018-Q4 | Increased 53 |
AMAZON COM INC | 3.2M | $581.7M | 1.5% | $180.38 | 0.00% | 1 qtr | New 72 |
CREDIT ACCEP CORP MICH | 798,324 | $440.3M | 1.2% | $532.73 | +3.53% | 2 qtrssince 2023-Q4 | Decreased 0 |
ELI LILLY & CO | 547,270 | $425.1M | 1.1% | $474.41 | +61.22% | 22 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 2.6M | $392.2M | 1.0% | $122.94 | +21.61% | 5 qtrssince 2023-Q1 | Decreased 0 |
ISHARES TR | 2.4M | $388.3M | 1.0% | $127.94 | +25.41% | 13 qtrssince 2021-Q1 | Decreased 0 |
ALPHABET INC | 2.3M | $353M | 0.9% | $123.46 | +22.17% | 22 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 5.5M | $339.7M | 0.9% | $17.93 | +12.35% | 14 qtrssince 2020-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 1.6M | $325M | 0.9% | $141.03 | +34.77% | 22 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 2.5M | $286.3M | 0.8% | $105.53 | +0.99% | 14 qtrssince 2020-Q4 | Increased 48 |
ISHARES TR | 830,954 | $280M | 0.7% | $62.73 | +32.96% | 22 qtrssince 2018-Q4 | Increased 43 |
VANGUARD INDEX FDS | 1.1M | $276.6M | 0.7% | $225.44 | +11.83% | 22 qtrssince 2018-Q4 | Decreased 0 |
Cerity Partners LLC manages $37.9B across 2284 positions as of Q1 2024. Top holdings: VOO (4.2%), MSFT (3.2%), AAPL (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 527 new positions, 91 exits, 1241 increased. Top move: AMZN (NEW, conviction 72). Portfolio: $37.9B across 2284 positions.
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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