Cerity Partners LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings2,415 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETF | 3.6M | $2B | 4.3% | $427.37 | +25.05% | 25 qtrssince 2018-Q4 | Increased 62 |
APPLE INC | 7.3M | $1.8B | 3.9% | $197.30 | +26.01% | 7 qtrssince 2023-Q2 | Increased 59 |
MICROSOFT CORP | 3.1M | $1.3B | 2.9% | $348.69 | +20.94% | 25 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 9.3M | $1.2B | 2.7% | $116.66 | +17.82% | 25 qtrssince 2018-Q4 | Increased 56 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 2.2M | $1.2B | 2.6% | $562.94 | +3.28% | 2 qtrssince 2024-Q3 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 2M | $1.2B | 2.5% | $435.92 | +33.85% | 25 qtrssince 2018-Q4 | Increased 59 |
PROCTER & GAMBLE CO/THE | 6.4M | $1.1B | 2.3% | $136.19 | +17.32% | 25 qtrssince 2018-Q4 | Increased 55 |
VANGUARD FTSE DEVELOPED ETF | 16.7M | $799M | 1.7% | $43.79 | +5.53% | 25 qtrssince 2018-Q4 | Increased 54 |
AMAZON.COM INC | 3.6M | $773.5M | 1.7% | $181.49 | +21.93% | 4 qtrssince 2024-Q1 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 9M | $631M | 1.4% | $63.47 | +6.77% | 25 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 5.8M | $566.7M | 1.2% | $90.24 | +0.88% | 17 qtrssince 2020-Q4 | Increased 59 |
ALPHABET INC-CL A | 2.8M | $526.8M | 1.1% | $128.36 | +48.40% | 8 qtrssince 2023-Q1 | Increased 50 |
ISHARES MSCI USA QUALITY FAC | 2.7M | $479.2M | 1.0% | $133.24 | +32.70% | 16 qtrssince 2021-Q1 | Increased 51 |
VANGUARD TOTAL STOCK MARKET VIPERS | 1.6M | $456.2M | 1.0% | $248.23 | +15.74% | 25 qtrssince 2018-Q4 | Increased 56 |
ELI LILLY & CO | 580,815 | $453.2M | 1.0% | $509.00 | +49.82% | 25 qtrssince 2018-Q4 | Increased 44 |
ALPHABET INC-CL C | 2.4M | $440.2M | 1.0% | $129.06 | +48.72% | 25 qtrssince 2018-Q4 | Decreased 0 |
SCHWAB US LARGE-CAP ETF | 18.5M | $428.6M | 0.9% | $21.48 | +7.07% | 17 qtrssince 2020-Q4 | Increased 71 |
BROADCOM INC | 1.9M | $424.5M | 0.9% | $162.48 | +43.69% | 25 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 705,638 | $411.4M | 0.9% | $397.67 | +48.21% | 25 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 1.7M | $387.3M | 0.8% | $150.05 | +55.49% | 25 qtrssince 2018-Q4 | Decreased 0 |
Cerity Partners LLC manages $46.1B across 2415 positions as of Q4 2024. Top holdings: VOO (4.3%), AAPL (3.9%), MSFT (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 141 new positions, 251 exits, 978 increased. Top move: SCHX (INCREASED, conviction 71). Portfolio: $46.1B across 2415 positions.
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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