Cerity Partners LLC
Institutional investor · Portfolio as of Q2 2024
Top Holdings2,221 positions
VANGUARD INDEX FDS | 3.5M | $1.7B | 4.5% | $417.62 | +16.55% | 23 qtrssince 2018-Q4 | Increased 61 |
APPLE INC | 6.2M | $1.3B | 3.4% | $190.61 | +9.46% | 5 qtrssince 2023-Q2 | Decreased 0 |
MICROSOFT CORP | 2.7M | $1.2B | 3.2% | $334.05 | +31.48% | 23 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 6.2M | $1B | 2.7% | $135.30 | +14.80% | 23 qtrssince 2018-Q4 | Decreased 0 |
SPDR S&P 500 ETF TRUST | 2.1M | $1B | 2.7% | — | — | — | New — |
ISHARES TR | 1.8M | $977.5M | 2.6% | $419.01 | +26.95% | 23 qtrssince 2018-Q4 | Increased 56 |
NVIDIA CORP | 7.4M | $917.9M | 2.4% | $39.90 | +208.79% | 23 qtrssince 2018-Q4 | Increased 88 |
VANGUARD TAX-MANAGED INTL FD | 13.7M | $678.6M | 1.8% | $42.41 | +9.62% | 23 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 8.3M | $603.7M | 1.6% | $62.82 | +9.73% | 23 qtrssince 2018-Q4 | Increased 51 |
AMAZON.COM INC | 3.1M | $600.3M | 1.6% | $180.38 | +7.13% | 2 qtrssince 2024-Q1 | Decreased 0 |
ELI LILLY & CO | 530,429 | $480.2M | 1.3% | $474.41 | +87.94% | 23 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL A | 2.4M | $443.3M | 1.2% | $122.94 | +46.94% | 6 qtrssince 2023-Q1 | Decreased 0 |
ISHARES TR | 2.4M | $411.6M | 1.1% | $128.70 | +29.79% | 14 qtrssince 2021-Q1 | Increased 50 |
CREDIT ACCEP CORP MICH | 798,034 | $410.7M | 1.1% | $532.73 | -3.39% | 3 qtrssince 2023-Q4 | Decreased 0 |
ALPHABET INC-CL C | 2.2M | $403.9M | 1.1% | $123.46 | +47.34% | 23 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 1.4M | $386M | 1.0% | $234.58 | +11.00% | 23 qtrssince 2018-Q4 | Increased 64 |
SCHWAB STRATEGIC TR | 5.7M | $363M | 1.0% | $18.02 | +16.09% | 15 qtrssince 2020-Q4 | Increased 45 |
ISHARES TR | 3.5M | $342.2M | 0.9% | $88.60 | +0.70% | 15 qtrssince 2020-Q4 | Increased 68 |
JPMORGAN CHASE & CO | 1.5M | $304.3M | 0.8% | $141.03 | +36.88% | 23 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 825,404 | $300.9M | 0.8% | $62.73 | +43.96% | 23 qtrssince 2018-Q4 | Decreased 0 |
Cerity Partners LLC manages $38B across 2221 positions as of Q2 2024. Top holdings: VOO (4.5%), AAPL (3.4%), MSFT (3.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 166 new positions, 231 exits, 604 increased. Top move: NVDA (INCREASED, conviction 88). Portfolio: $38.0B across 2221 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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