Cerity Partners LLC
Institutional investor · Portfolio as of Q3 2024
Top Holdings2,526 positions
VANGUARD INDEX FDS | 3.5M | $1.8B | 4.1% | $418.23 | +23.17% | 24 qtrssince 2018-Q4 | Increased 59 |
APPLE INC | 7.3M | $1.7B | 3.7% | $196.82 | +17.40% | 6 qtrssince 2023-Q2 | Increased 69 |
MICROSOFT CORP | 3.2M | $1.4B | 3.0% | $346.96 | +22.09% | 24 qtrssince 2018-Q4 | Increased 68 |
STATE STR SPDR S&P 500 ETF T | 2.2M | $1.2B | 2.6% | $560.82 | 0.00% | 1 qtr | New 83 |
PROCTER AND GAMBLE CO | 6.4M | $1.1B | 2.4% | $135.88 | +20.77% | 24 qtrssince 2018-Q4 | Increased 56 |
NVIDIA CORPORATION | 9M | $1.1B | 2.4% | $54.02 | +124.19% | 24 qtrssince 2018-Q4 | Increased 65 |
ISHARES TR | 1.8M | $1.1B | 2.4% | $423.48 | +32.91% | 24 qtrssince 2018-Q4 | Increased 56 |
VANGUARD TAX-MANAGED FDS | 15.4M | $815M | 1.8% | $43.23 | +15.25% | 24 qtrssince 2018-Q4 | Increased 56 |
ISHARES TR | 8.7M | $680M | 1.5% | $63.34 | +17.22% | 24 qtrssince 2018-Q4 | Increased 52 |
AMAZON COM INC | 3.6M | $678.1M | 1.5% | $181.25 | +2.80% | 3 qtrssince 2024-Q1 | Increased 58 |
ELI LILLY & CO | 580,520 | $512.6M | 1.1% | $508.87 | +71.70% | 24 qtrssince 2018-Q4 | Increased 54 |
ISHARES TR | 4.9M | $493M | 1.1% | $90.08 | +4.30% | 16 qtrssince 2020-Q4 | Increased 65 |
ISHARES TR | 2.6M | $463.2M | 1.0% | $131.87 | +33.41% | 15 qtrssince 2021-Q1 | Increased 53 |
ALPHABET INC | 2.8M | $460.5M | 1.0% | $128.10 | +28.57% | 7 qtrssince 2023-Q1 | Increased 56 |
META PLATFORMS INC | 748,222 | $428.3M | 0.9% | $397.76 | +42.98% | 24 qtrssince 2018-Q4 | Increased 56 |
SCHWAB STRATEGIC TR | 6.2M | $421.9M | 0.9% | $18.40 | +20.44% | 16 qtrssince 2020-Q4 | Increased 48 |
ALPHABET INC | 2.5M | $414.6M | 0.9% | $128.23 | +29.48% | 24 qtrssince 2018-Q4 | Increased 49 |
JPMORGAN CHASE & CO. | 1.7M | $361.6M | 0.8% | $148.55 | +36.22% | 24 qtrssince 2018-Q4 | Increased 50 |
CREDIT ACCEP CORP MICH | 798,041 | $353.9M | 0.8% | $532.73 | -16.76% | 4 qtrssince 2023-Q4 | Increased 44 |
ISHARES TR | 934,462 | $350.8M | 0.8% | $66.27 | +40.52% | 24 qtrssince 2018-Q4 | Increased 49 |
Cerity Partners LLC manages $45.2B across 2526 positions as of Q3 2024. Top holdings: VOO (4.1%), AAPL (3.7%), MSFT (3.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 405 new positions, 98 exits, 1661 increased. Top move: SPY (NEW, conviction 83). Portfolio: $45.2B across 2526 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