Cerity Partners LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings2,474 positions
VANGUARD INDEX FDS | 3.9M | $2B | 4.1% | $428.67 | +17.82% | 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% | $350.25 | +5.93% | 26 qtrssince 2018-Q4 | Increased 63 |
NVIDIA CORPORATION | 10.8M | $1.2B | 2.4% | $63.77 | +69.52% | 26 qtrssince 2018-Q4 | Increased 63 |
ISHARES TR | 2.1M | $1.2B | 2.4% | $439.14 | +25.69% | 26 qtrssince 2018-Q4 | Increased 57 |
STATE STR SPDR S&P 500 ETF T | 2.2M | $1.1B | 2.3% | $560.62 | -1.85% | 3 qtrssince 2024-Q3 | Increased 56 |
PROCTER & GAMBLE CO | 6.5M | $1.1B | 2.2% | $136.45 | +19.76% | 26 qtrssince 2018-Q4 | Increased 55 |
VANGUARD TAX-MANAGED FDS | 16.6M | $845.5M | 1.7% | $43.42 | +12.60% | 26 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 4.2M | $804M | 1.6% | $182.56 | +4.22% | 5 qtrssince 2024-Q1 | Increased 58 |
ISHARES TR | 9.8M | $743.8M | 1.5% | $64.36 | +14.41% | 26 qtrssince 2018-Q4 | Increased 55 |
META PLATFORMS INC | 1.1M | $658.3M | 1.3% | $464.97 | +23.36% | 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 | 3.3M | $514.7M | 1.0% | $132.98 | +15.74% | 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 | 3.2M | $492.7M | 1.0% | $135.12 | +15.08% | 26 qtrssince 2018-Q4 | Increased 57 |
JPMORGAN CHASE & CO | 2M | $490.4M | 1.0% | $164.11 | +45.07% | 26 qtrssince 2018-Q4 | Increased 53 |
BROADCOM INC | 2.9M | $478.4M | 1.0% | $113.79 | +45.47% | 26 qtrssince 2018-Q4 | Increased 61 |
ISHARES TR | 2.7M | $459.7M | 0.9% | $133.60 | +26.16% | 17 qtrssince 2021-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 1.6M | $448.2M | 0.9% | $246.88 | +9.43% | 26 qtrssince 2018-Q4 | Increased 46 |
SCHWAB STRATEGIC TR | 18.7M | $412.5M | 0.8% | $18.44 | +18.06% | 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 Score: 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
Verify source filings on SEC EDGAR