Cerity Partners LLC
Institutional investor · Portfolio as of Q4 2022
Top Holdings1,484 positions
APPLE INC | 4.8M | $643.7M | 4.1% | $118.12 | +8.07% | 17 qtrssince 2018-Q4 | Increased 88 |
VANGUARD INDEX FDS | 1.8M | $628.9M | 4.0% | $347.40 | -3.79% | 17 qtrssince 2018-Q4 | Increased 72 |
STATE STR SPDR S&P 500 ETF T | 848,168 | $562.8M | 3.6% | $339.13 | +7.56% | 2 qtrssince 2022-Q3 | Decreased 0 |
MICROSOFT CORP | 1.9M | $462.1M | 3.0% | $227.94 | +2.11% | 17 qtrssince 2018-Q4 | Increased 87 |
ISHARES TR | 512,155 | $408M | 2.6% | $415.55 | -12.09% | 17 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 5.3M | $391M | 2.5% | $40.68 | -7.48% | 17 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 4.4M | $352.8M | 2.3% | $57.83 | -3.84% | 17 qtrssince 2018-Q4 | Decreased 0 |
ILLINOIS TOOL WKS INC | 919,206 | $202.8M | 1.3% | $128.98 | +56.33% | 17 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 378,428 | $201.9M | 1.3% | $481.53 | +2.21% | 17 qtrssince 2018-Q4 | Increased 78 |
HOME DEPOT INC | 569,834 | $181.1M | 1.2% | $263.55 | +8.69% | 17 qtrssince 2018-Q4 | Increased 73 |
CHEVRON CORPORATION | 863,528 | $156.5M | 1.0% | $135.46 | +14.64% | 17 qtrssince 2018-Q4 | Increased 77 |
ISHARES TR | 186,369 | $155.4M | 1.0% | $237.47 | -15.18% | 17 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 1.8M | $153M | 1.0% | $104.89 | -19.92% | 17 qtrssince 2018-Q4 | Increased 69 |
ALPHABET INC | 1.7M | $149.8M | 1.0% | — | — | — | New — |
JOHNSON & JOHNSON | 818,819 | $149.2M | 1.0% | $150.09 | +5.73% | 17 qtrssince 2018-Q4 | Increased 62 |
JPMORGAN CHASE & CO | 1.1M | $145.8M | 0.9% | $108.36 | +13.33% | 17 qtrssince 2018-Q4 | Increased 59 |
ALPHABET INC | 1.5M | $131.1M | 0.8% | $88.19 | -0.33% | 17 qtrssince 2018-Q4 | Increased 69 |
H2O AMERICA | 1.6M | $129.1M | 0.8% | $73.06 | 0.00% | 1 qtr | New 59 |
ISHARES INC | 1.9M | $122.4M | 0.8% | $47.54 | -10.20% | 17 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 655,499 | $115.3M | 0.7% | $102.85 | -13.19% | 17 qtrssince 2018-Q4 | Decreased 0 |
Cerity Partners LLC manages $15.6B across 1484 positions as of Q4 2022. Top holdings: AAPL (4.1%), VOO (4.0%), SPY (3.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 378 new positions, 70 exits, 769 increased. Top move: AAPL (INCREASED, conviction 88). Portfolio: $15.6B across 1484 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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Position Outcomes
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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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