Cerity Partners LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings2,474 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETF | 3.9M | $2B | 4.1% | $432.47 | +17.08% | 26 qtrssince 2018-Q4 | Increased 63 |
APPLE INC | 8.5M | $1.9B | 3.8% | $200.62 | +10.04% | 8 qtrssince 2023-Q2 | Increased 68 |
MICROSOFT CORP | 3.6M | $1.4B | 2.8% | $352.53 | +6.88% | 26 qtrssince 2018-Q4 | Increased 63 |
NVIDIA CORP | 10.8M | $1.2B | 2.4% | $115.67 | -5.20% | 26 qtrssince 2018-Q4 | Increased 63 |
ISHARES CORE S&P 500 ETF | 2.1M | $1.2B | 2.4% | $440.49 | +25.48% | 26 qtrssince 2018-Q4 | Increased 57 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.2M | $1.1B | 2.3% | $562.72 | -2.11% | 3 qtrssince 2024-Q3 | Increased 56 |
PROCTER & GAMBLE CO/THE | 6.5M | $1.1B | 2.2% | $136.45 | +19.76% | 26 qtrssince 2018-Q4 | Increased 55 |
VANGUARD FTSE DEVELOPED ETF | 16.6M | $845.5M | 1.7% | $43.79 | +13.61% | 26 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 4.2M | $804M | 1.6% | $183.12 | +5.24% | 5 qtrssince 2024-Q1 | Increased 58 |
ISHARES CORE MSCI EAFE ETF | 9.8M | $743.8M | 1.5% | $64.36 | +14.41% | 26 qtrssince 2018-Q4 | Increased 55 |
META PLATFORMS INC-CLASS A | 1.1M | $658.3M | 1.3% | $465.62 | +23.59% | 26 qtrssince 2018-Q4 | Increased 72 |
ISHARES TR | 6.2M | $617.9M | 1.3% | $90.45 | +3.41% | 18 qtrssince 2020-Q4 | Increased 53 |
ALPHABET INC-CL A | 3.3M | $514.7M | 1.0% | $132.14 | +16.47% | 9 qtrssince 2023-Q1 | Increased 58 |
ELI LILLY & CO | 600,130 | $494.1M | 1.0% | $518.92 | +57.49% | 26 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC-CL C | 3.2M | $492.7M | 1.0% | $135.77 | +14.63% | 26 qtrssince 2018-Q4 | Increased 57 |
JPMORGAN CHASE & CO | 2M | $490.4M | 1.0% | $165.33 | +43.94% | 26 qtrssince 2018-Q4 | Increased 53 |
BROADCOM INC | 2.9M | $478.4M | 1.0% | $163.07 | +1.68% | 26 qtrssince 2018-Q4 | Increased 61 |
ISHARES MSCI USA QUALITY FAC | 2.7M | $459.7M | 0.9% | $133.24 | +26.32% | 17 qtrssince 2021-Q1 | Decreased 0 |
VANGUARD TOTAL STOCK MARKET VIPERS | 1.6M | $448.2M | 0.9% | $249.03 | +8.86% | 26 qtrssince 2018-Q4 | Increased 46 |
SCHWAB US LARGE-CAP ETF | 18.7M | $412.5M | 0.8% | $21.49 | +1.32% | 18 qtrssince 2020-Q4 | Increased 44 |
Cerity Partners LLC manages $49.4B across 2474 positions as of Q1 2025. Top holdings: VOO (4.1%), AAPL (3.8%), MSFT (2.8%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 243 new positions, 191 exits, 1265 increased. Top move: META (INCREASED, conviction 72). Portfolio: $49.4B across 2474 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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