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HPM Partners

Latest statistics and disclosures from Cerity Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, AAPL, MSFT, PG, SPY, and represent 16.44% of Cerity Partners's stock portfolio.
Added to shares of these 10 stocks: VOO (+$1.1B), SPY (+$745M), MSFT (+$662M), AAPL (+$618M), CACC (+$473M), PG (+$463M), AMZN (+$285M), IEFA (+$273M), SCHX (+$250M), VEA (+$248M).
Started 519 new stock positions in JLL, PHI, ACA, CGNX, SOFI, HYGV, IMNM, GRAB, John Bean Technologies Corp, CVCO.
Reduced shares in these 10 stocks: SGOV (-$95M), USFR (-$73M), OMFL (-$70M), BILS (-$69M), SHV (-$47M), TFLO (-$38M), RSP (-$37M), GDX (-$32M), STIP (-$31M), JPST (-$22M).
Sold out of its positions in Activision Blizzard, Aegon, Berkeley Lts, BILI, BKT, BAK, Comscore, ENX, FMC, FRT.
Cerity Partners was a net buyer of stock by $12B.
Cerity Partners has $30B in assets under management (AUM), dropping by 48.02%.
Central Index Key (CIK): 0001566475

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Positions held by HPM Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cerity Partners

Cerity Partners holds 1853 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Cerity Partners has 1853 total positions. Only the first 250 positions are shown.

Sign up to view all of the Cerity Partners Dec. 31, 2023 positions
Download the Cerity Partners December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Ex Trd Eq Fd (VOO)	4.0	$1.2B	+849%	8.9M	137.47	View chart
Apple (AAPL)	3.6	$1.1B	+130%	9.4M	115.84	View chart
Microsoft Corp Stock (MSFT)	3.0	$900M	+277%	7.0M	128.47	View chart
Procter And Gamble Stock (PG)	3.0	$899M	+106%	6.1M	146.54	View chart
Spdr S&p 500 Etf Tr Equity (SPY)	2.9	$893M	+506%	8.9M	100.50	View chart
Ishares Tr Ex Trd Eq Fd (IVV)	2.7	$818M	+16%	1.7M	477.63	View chart
Vanguard Tax-managed Fds Equity (VEA)	2.1	$637M	+63%	19M	33.60	View chart
Ishares Tr Etf (IEFA)	1.7	$528M	+106%	7.5M	70.35	View chart
Credit Accep Corp Mich Stock (CACC)	1.6	$473M	NEW	887k	532.73	View chart
Amazon Stock Put Option (Principal) (AMZN)	1.3	$386M	+282%	7.0M	55.08	View chart
Ishares Tr Etf (QUAL)	1.2	$350M	+2%	2.4M	147.18	View chart
Nvidia Corporation Stock (NVDA)	1.0	$301M	+250%	1.3M	232.13	View chart
Schwab Strategic Tr Equity (SCHX)	1.0	$299M	+518%	28M	10.55	View chart
Alphabet Equity (GOOGL)	1.0	$293M	+130%	4.1M	71.69	View chart
Alphabet Equity (GOOG)	0.9	$265M	+198%	3.9M	68.14	View chart
Ishares Tr Etf (IEI)	0.9	$261M	+75%	2.2M	117.13	View chart
Ishares Tr Etf (IWF)	0.8	$252M	+5%	830k	303.17	View chart
Vanguard Index Fds Ex Trd Eq Fd (VTI)	0.8	$243M	+552%	5.5M	44.04	View chart
Ishares Tr Ex Trd Eq Fd (ITOT)	0.8	$238M	+2%	2.3M	105.23	View chart
Invesco Qqq Tr Etf (QQQ)	0.8	$234M	+77%	843k	277.33	View chart
J P Morgan Exchange Traded F Ex Td Bd (JPST)	0.8	$229M	-8%	4.5M	50.46	View chart
Jpmorgan Chase & Co Stock (JPM)	0.7	$224M	+155%	2.2M	99.84	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.7	$220M		8.0M	27.42	View chart
Unitedhealth Group Equity (UNH)	0.7	$219M	+23%	416k	526.47	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.7	$214M		8.3M	25.64	View chart
Ishares Tr Etf (SHY)	0.7	$201M	+43%	2.5M	82.04	View chart
Home Depot Stock (HD)	0.6	$194M	+24%	561k	346.55	View chart
Johnson & Johnson (JNJ)	0.6	$187M	+75%	1.6M	116.80	View chart
Ishares Tr Ex Trd Eq Fd (IWB)	0.6	$185M	+18%	705k	262.26	View chart
Ishares Tr Etf (ICSH)	0.6	$185M	-10%	3.7M	50.36	View chart
Costco Whsl Corp Equity (COST)	0.6	$180M	+28%	272k	660.41	View chart
Ishares Tr Stock (MTUM)	0.6	$179M	-2%	1.1M	156.89	View chart
Visa Stock (V)	0.6	$178M	+135%	1.1M	157.96	View chart
Broadcom Equity (AVGO)	0.6	$175M	+37%	157k	1116.24	View chart
Ishares Tr Etf (IJH)	0.6	$172M	+100%	1.1M	157.28	View chart
Ishares Tr Etf (IJR)	0.6	$170M	+29%	1.6M	108.25	View chart
Berkshire Hathaway (BRK.B)	0.5	$167M	+437%	1.1M	146.71	View chart
Ishares Tr Etf (USMV)	0.5	$166M	+5%	2.1M	78.03	View chart
Schwab Strategic Tr Etf (SCHP)	0.5	$164M	+327%	13M	12.28	View chart
Ishares Etf (IEMG)	0.5	$161M	+106%	3.2M	50.58	View chart
Eli Lilly & Co Equity (LLY)	0.5	$156M	+156%	583k	268.06	View chart
Adobe Stock (ADBE)	0.5	$151M	+35%	253k	596.60	View chart
Chevron Corp Equity (CVX)	0.5	$150M	+60%	1.5M	99.91	View chart
Vanguard Mun Bd Fds Closed End Fund (VTEB)	0.5	$147M	+82%	2.9M	51.05	View chart
Schwab Strategic Tr Equity (SCHM)	0.5	$145M	+1509%	19M	7.67	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.5	$144M	+3%	3.1M	46.63	View chart
MasterCard Incorporated (MA)	0.5	$140M	+7%	328k	426.51	View chart
Facebook Inc cl a (META)	0.5	$139M	+1457%	3.2M	44.15	View chart
Pepsico Stock (PEP)	0.4	$133M	+59%	994k	133.52	View chart
Merck & Co (MRK)	0.4	$132M	+39%	1.2M	109.22	View chart
Ishares Tr Ex Td Bd (AGG)	0.4	$124M	+35%	1.2M	99.25	View chart
Vanguard World Fds Ex Trd Eq Fd (VGT)	0.4	$123M	+8%	254k	484.00	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$120M	+96%	1.6M	76.56	View chart
Ishares Gold Tr Ex Trd Eq Fd (IAU)	0.4	$120M		3.1M	39.03	View chart
Mcdonalds Corp Stock (MCD)	0.4	$116M	+20%	392k	296.51	View chart
Dimensional Etf Trust Etf (DFAC)	0.4	$116M		4.0M	29.23	View chart
Cisco Systems (CSCO)	0.4	$114M	+23%	2.3M	50.52	View chart
Vanguard Index Fds Equity (VO)	0.4	$112M	+1414%	6.3M	17.93	View chart
Ishares Tr Etf (IWM)	0.4	$111M	+246%	901k	123.51	View chart
Vanguard Intl Equity Index F Etf (VWO)	0.4	$109M	+102%	4.4M	24.83	View chart
SJW (SJW)	0.3	$105M		1.6M	65.35	View chart
Accenture Plc Ireland Stock (ACN)	0.3	$104M	+32%	296k	350.91	View chart
TJX Companies (TJX)	0.3	$103M	+51%	1.1M	93.81	View chart
Ishares Tr Etf (EFA)	0.3	$103M	+283%	2.3M	44.90	View chart
Vanguard Bd Index Fds Etf (BND)	0.3	$103M	+397%	1.4M	73.55	View chart
Palo Alto Networks (PANW)	0.3	$100M	+45%	338k	294.88	View chart
Vanguard Intl Equity Index F Equity (VEU)	0.3	$99M	+53%	2.5M	39.62	View chart
Vanguard Scottsdale Fds Etf (VGSH)	0.3	$99M	+7707%	1.7M	58.33	View chart
Blackrock Equity (BLK)	0.3	$96M	+19%	118k	811.80	View chart
Abbott Laboratories (ABT)	0.3	$95M	+35%	1.1M	88.95	View chart
Ishares Tr Etf (SGOV)	0.3	$93M	-50%	929k	100.27	View chart
Vanguard Specialized Funds Ex Trd Eq Fd (VIG)	0.3	$93M	+8%	546k	170.40	View chart
Select Sector Spdr Tr Equity (XLE)	0.3	$93M	+59%	1.1M	83.84	View chart
Vanguard Index Fds Ex Trd Eq Fd (VTV)	0.3	$92M	+610%	614k	149.50	View chart
American Centy Etf Tr Etf (AVEM)	0.3	$91M		1.6M	56.39	View chart
Dimensional Etf Trust Etf (DFUV)	0.3	$91M	+10%	2.4M	37.22	View chart
Abbvie Equity (ABBV)	0.3	$90M	+96%	968k	93.41	View chart
Vanguard Scottsdale Fds Etf (VCSH)	0.3	$90M	+171%	1.2M	77.37	View chart
Flexshares Tr Cr Scd Us Bd (SKOR)	0.3	$89M		1.9M	47.96	View chart
Union Pac Corp Stock (UNP)	0.3	$88M	+331%	1.1M	76.76	View chart
Schwab Strategic Tr Etf (SCHA)	0.3	$87M	+754%	17M	5.22	View chart
Schwab Strategic Tr Ex Trd Eq Fd (SCHD)	0.3	$86M	+9%	1.1M	76.13	View chart
Salesforce Stock (CRM)	0.3	$85M	+1254%	3.5M	24.29	View chart
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)	0.3	$83M	-3%	1.1M	73.57	View chart
Spdr Gold Tr Etf (GLD)	0.3	$82M	+46%	429k	191.17	View chart
Vanguard World Ex Trd Eq Fd (MGK)	0.3	$82M	NEW	315k	259.51	View chart
Vaneck Etf Trust Etf (ANGL)	0.3	$81M		2.8M	28.78	View chart
Ishares Tr Etf (IGM)	0.3	$79M	+541%	177k	448.18	View chart
Schwab Strategic Tr Equity (SCHF)	0.3	$78M	+1023%	29M	2.68	View chart
Wal-Mart Stores Call Option (Principal) (WMT)	0.3	$77M	+127%	993k	77.69	View chart
Ishares Tr Closed End Fund (MUB)	0.3	$77M	+17%	711k	108.41	View chart
Thermo Fisher Scientific Stock (TMO)	0.3	$77M	+35%	145k	530.80	View chart
Amgen Equity (AMGN)	0.3	$77M	+9%	266k	288.02	View chart
Ishares Tr Etf (IEF)	0.2	$76M	-2%	784k	96.39	View chart
Intuit (INTU)	0.2	$76M	+30%	121k	625.03	View chart
CVS Caremark Corporation (CVS)	0.2	$75M	+23%	950k	78.96	View chart
Iqvia Holdings (IQV)	0.2	$75M	+6%	322k	231.38	View chart
Vanguard Index Fds Etf (VXF)	0.2	$74M	+514%	2.0M	37.42	View chart
Spdr Ser Tr Etf (SPTS)	0.2	$73M	-4%	2.5M	29.05	View chart
Honeywell International (HON)	0.2	$73M	+62%	347k	209.71	View chart
Ishares Tr Etf (VLUE)	0.2	$72M		710k	101.16	View chart
Bank America Corp Stock (BAC)	0.2	$71M	+45%	2.1M	33.67	View chart
Advanced Micro Devices Equity (AMD)	0.2	$69M	+17%	469k	147.41	View chart
Schwab Charles Corp Equity (SCHW)	0.2	$69M	+9%	1.0M	68.80	View chart
Vanguard Scottsdale Fds Ex Trd Eq Fd (VONE)	0.2	$68M	+2%	312k	216.94	View chart
American Centy Etf Tr Etf (AVDV)	0.2	$67M	+4%	1.1M	62.49	View chart
Walt Disney Company (DIS)	0.2	$67M	+25%	742k	90.36	View chart
Vanguard Index Fds Etf (VNQ)	0.2	$67M	+601%	4.4M	15.35	View chart
Schwab Strategic Tr Ex Trd Eq Fd (SCHG)	0.2	$67M	+62%	802k	82.96	View chart
Dimensional Etf Trust Etf (DFIV)	0.2	$66M	+2%	1.9M	34.36	View chart
Amplify Etf Tr Blackswan Grwt (SWAN)	0.2	$66M	-4%	2.5M	26.56	View chart
Ishares Tr Ex Trd Eq Fd (IQLT)	0.2	$66M	+5%	1.7M	37.56	View chart
Illinois Tool Wks Stock (ITW)	0.2	$65M	+270%	249k	261.96	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$64M	+4%	764k	83.31	View chart
Spdr Index Shs Fds Etf (SPEM)	0.2	$63M	+9%	1.8M	35.41	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.2	$62M		674k	91.88	View chart
Emerson Electric (EMR)	0.2	$62M	+22%	635k	97.33	View chart
Danaher Corporation Equity (DHR)	0.2	$61M	+59%	265k	231.34	View chart
Oracle Corp Equity (ORCL)	0.2	$61M	+208%	885k	68.91	View chart
United Parcel Service Stock (UPS)	0.2	$61M	+13%	387k	157.23	View chart
Vanguard Index Fds Ex Trd Eq Fd (VB)	0.2	$61M	+2168%	5.7M	10.61	View chart
Stryker Corporation (SYK)	0.2	$60M	+12%	201k	299.53	View chart
Ishares Tr Etf (SHV)	0.2	$60M	-44%	541k	110.13	View chart
Vanguard Whitehall Fds Etf (VYM)	0.2	$59M	+32%	525k	111.63	View chart
Tesla Equity (TSLA)	0.2	$58M	+53%	235k	248.48	View chart
Schwab Strategic Tr Etf (SCHH)	0.2	$57M	+165%	5.9M	9.66	View chart
Vanguard Star Fds Equity (VXUS)	0.2	$56M	+1900%	28M	1.97	View chart
Texas Instrs Stock (TXN)	0.2	$55M	+25%	325k	170.46	View chart
Lockheed Martin Corp Equity (LMT)	0.2	$54M	+11%	120k	453.24	View chart
Vertex Pharmaceuticals Equity (VRTX)	0.2	$53M	+81%	131k	406.89	View chart
Nike Equity (NKE)	0.2	$53M	+21%	486k	108.60	View chart
Invesco Exch Traded Fd Tr Ii Etf (QQQM)	0.2	$52M	+21%	309k	168.54	View chart
Nextera Energy Equity (NEE)	0.2	$51M	+34%	835k	60.74	View chart
Caterpillar Equity (CAT)	0.2	$50M	+265%	507k	97.50	View chart
Vanguard Index Fds Equity (VUG)	0.2	$49M	+233%	158k	310.88	View chart
Intel Corp Stock (INTC)	0.2	$48M	+177%	2.2M	21.73	View chart
Spdr S&p Midcap 400 Etf Tr Ex Trd Eq Fd (MDY)	0.2	$47M	+31%	93k	508.02	View chart
Analog Devices Equity (ADI)	0.2	$47M	-12%	234k	198.56	View chart
Ishares Tr Ex Td Bd (STIP)	0.2	$46M	-40%	466k	98.22	View chart
New Mtn Fin Corp Stock (NMFC)	0.1	$46M	+2%	3.6M	12.72	View chart
Rtx Corporation Equity Call Option (Principal) (RTX)	0.1	$45M	+47%	780k	58.20	View chart
Verizon Communications (VZ)	0.1	$45M	+19%	1.2M	37.70	View chart
Linde Equity (LIN)	0.1	$43M	+50%	106k	410.71	View chart
Ishares Tr Etf (IWR)	0.1	$43M	+106%	795k	54.40	View chart
Vanguard Admiral Fds Etf (VIOO)	0.1	$43M	+5870%	431k	99.19	View chart
Pfizer Equity (PFE)	0.1	$42M	+19%	1.5M	28.79	View chart
S&p Global Equity (SPGI)	0.1	$42M	+37%	96k	440.53	View chart
Deere & Co Equity (DE)	0.1	$42M	+70%	105k	399.97	View chart
Vanguard Index Fds Etf (VBR)	0.1	$42M	+76%	232k	179.97	View chart
Paychex (PAYX)	0.1	$41M	+80%	343k	119.11	View chart
Mondelez Intl Equity (MDLZ)	0.1	$40M	+70%	552k	72.47	View chart
United Rentals (URI)	0.1	$40M	+50%	69k	573.42	View chart
Invesco Exchange Traded Fd T Etf (RSP)	0.1	$39M	-48%	249k	157.80	View chart
Comcast Corp Equity (CMCSA)	0.1	$39M	+15%	895k	43.85	View chart
Novo-nordisk A S Equity (NVO)	0.1	$39M	+71%	377k	103.45	View chart
Select Sector Spdr Tr Ex Trd Eq Fd (XLI)	0.1	$39M	+211%	340k	113.99	View chart
Qualcomm (QCOM)	0.1	$39M	+45%	267k	144.63	View chart
Wisdomtree Tr Ex Trd Eq Fd (DGS)	0.1	$39M		773k	49.92	View chart
Chubb Stock (CB)	0.1	$38M	+71%	170k	226.12	View chart
Fiserv (FI)	0.1	$38M	+458%	1.5M	25.28	View chart
Taiwan Semiconductor Mfg (TSM)	0.1	$38M	+10%	366k	104.00	View chart
International Business Machs Equity (IBM)	0.1	$38M	+33%	231k	163.55	View chart
Starbucks Corporation (SBUX)	0.1	$38M	+481%	1.5M	24.32	View chart
Servicenow Stock (NOW)	0.1	$38M	+1073%	406k	92.20	View chart
KLA-Tencor Corporation (KLAC)	0.1	$37M	+58%	64k	581.30	View chart
Automatic Data Processing In Stock (ADP)	0.1	$37M	+23%	157k	233.26	View chart
Ishares Tr Etf (SUB)	0.1	$36M	-21%	346k	105.43	View chart
Intuitive Surgical Stock (ISRG)	0.1	$36M	+14%	106k	337.36	View chart
Ishares Tr Etf (IJK)	0.1	$36M	+9%	451k	79.22	View chart
Norfolk Southn Corp Equity (NSC)	0.1	$36M	+37%	151k	236.38	View chart
Five Below Stock (FIVE)	0.1	$35M	-5%	166k	213.16	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$35M	+2%	600k	58.45	View chart
Coca-Cola Company (KO)	0.1	$35M	+22%	593k	58.93	View chart
Boeing Stock (BA)	0.1	$34M	+726%	625k	54.52	View chart
Amplify Etf Tr Blackswan Iswn (ISWN)	0.1	$34M	-5%	1.8M	19.28	View chart
J P Morgan Exchange Traded F Ex Td Bd (JMST)	0.1	$34M	+39%	665k	50.81	View chart
Crowdstrike Hldgs Inc cl a (CRWD)	0.1	$34M	+42%	132k	255.32	View chart
Ishares Tr Ex Trd Eq Fd (ACWX)	0.1	$33M	+5413%	646k	51.04	View chart
Air Prods & Chems Stock (APD)	0.1	$33M	+48%	120k	273.84	View chart
Trex Stock (TREX)	0.1	$33M	+14%	395k	82.79	View chart
Blackstone Equity (BX)	0.1	$33M	-11%	249k	130.92	View chart
Boston Scientific Corp Equity (BSX)	0.1	$32M	+35%	551k	57.81	View chart
Pimco Etf Tr Ex Td Bd (MINT)	0.1	$32M	+118%	317k	99.91	View chart
Semler Scientific Stock (SMLR)	0.1	$31M		701k	44.29	View chart
Proshares Tr Etf (NOBL)	0.1	$31M	NEW	326k	95.20	View chart
Ishares Tr Etf (GOVT)	0.1	$31M	+37%	1.3M	23.04	View chart
Vanguard Bd Index Fds Etf (BIV)	0.1	$31M	+115%	404k	76.38	View chart
Monster Beverage Corp (MNST)	0.1	$30M	+2%	525k	57.61	View chart
3M Equity (MMM)	0.1	$30M	+44%	276k	109.32	View chart
Waste Mgmt Inc Del Equity (WM)	0.1	$30M	+9%	168k	179.10	View chart
Ishares Tr Etf (IJT)	0.1	$30M	+5%	240k	125.14	View chart
Lowe's Companies (LOW)	0.1	$30M	+14%	135k	222.55	View chart
Ishares Tr Etf (IWD)	0.1	$30M	+622%	806k	37.07	View chart
Doubleline Etf Trust Etf (DMBS)	0.1	$30M	NEW	602k	49.49	View chart
Pioneer Nat Res Equity (PXD)	0.1	$30M	-9%	132k	224.88	View chart
Tractor Supply Stock (TSCO)	0.1	$29M	-9%	137k	215.03	View chart
Discover Financial Services (DFS)	0.1	$29M	+7%	261k	112.40	View chart
Vaneck Etf Trust Etf (MOAT)	0.1	$29M	+41%	343k	84.87	View chart
Vanguard World Fds Etf (VHT)	0.1	$29M	+2864%	116k	250.70	View chart
Ishares Tr Ex Td Bd (USHY)	0.1	$29M	+1401%	800k	36.35	View chart
Edwards Lifesciences Corp Equity (EW)	0.1	$29M	-3%	380k	76.25	View chart
Autodesk (ADSK)	0.1	$29M	+16%	118k	243.48	View chart
Alphatec Hldgs Stock (ATEC)	0.1	$29M	NEW	1.9M	15.11	View chart
Spdr Ser Tr Etf (SPIP)	0.1	$28M	+47%	1.1M	25.57	View chart
Goldman Sachs Etf Tr Etf (GSIE)	0.1	$28M	NEW	851k	32.66	View chart
Align Technology (ALGN)	0.1	$28M	+21%	101k	273.99	View chart
Ishares Tr Ex Trd Eq Fd (IJJ)	0.1	$27M	-2%	237k	114.04	View chart
Roper Technologies Equity (ROP)	0.1	$27M	+21%	50k	545.17	View chart
Dimensional Etf Trust Etf (DFAT)	0.1	$27M		508k	52.33	View chart
Builders Firstsource Stock (BLDR)	0.1	$26M	+2280%	158k	166.94	View chart
Golub Cap Bdc Stock (GBDC)	0.1	$26M	+4797%	1.7M	15.10	View chart
Booking Holdings Stock (BKNG)	0.1	$25M	+14%	7.1k	3547.25	View chart
Tidewater Stock (TDW)	0.1	$25M	NEW	351k	72.11	View chart
Novartis (NVS)	0.1	$25M	+30%	248k	100.97	View chart
Anthem (ELV)	0.1	$25M	+21%	52k	471.56	View chart
Ishares Tr Etf (DSI)	0.1	$25M	+1167%	271k	91.05	View chart
Genuine Parts Company (GPC)	0.1	$25M	+34%	177k	138.59	View chart
Lam Research Corporation (LRCX)	0.1	$25M	+1125%	342k	71.51	View chart
Vanguard Intl Equity Index F Etf (VT)	0.1	$24M	+16%	237k	102.88	View chart
Spdr Dow Jones Indl Average Etf (DIA)	0.1	$24M	+142%	64k	376.92	View chart
Vanguard Index Fds Etf (VV)	0.1	$24M	+62%	110k	218.15	View chart
Vanguard Bd Index Fds Etf (BSV)	0.1	$24M	+301%	756k	31.73	View chart
Sherwin Williams Equity (SHW)	0.1	$24M	+84%	76k	311.91	View chart
Vanguard Scottsdale Fds Etf (VTHR)	0.1	$23M	+442%	106k	212.83	View chart
Ishares Tr Etf (ISTB)	0.1	$23M	+7%	475k	47.56	View chart
Duke Energy Corp Stock (DUK)	0.1	$23M	+10%	232k	97.04	View chart
Wells Fargo & Company (WFC)	0.1	$22M	+64%	450k	49.22	View chart
J P Morgan Exchange Traded F Ex Trd Eq Fd (JVAL)	0.1	$22M	+2%	574k	38.58	View chart
Vanguard Scottsdale Fds Ex Trd Eq Fd (VONG)	0.1	$22M	+23%	282k	78.02	View chart
Schwab Strategic Tr Etf (SCHB)	0.1	$22M	+259%	395k	55.67	View chart
Cintas Corp Equity (CTAS)	0.1	$22M	+179%	36k	602.65	View chart
Spdr Index Shs Fds Etf (SPDW)	0.1	$22M	+28%	644k	34.01	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$22M	+25%	532k	40.91	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$22M	+26%	178k	122.15	View chart
Vanguard Intl Equity Index F Ex Trd Eq Fd (VSS)	0.1	$22M	+170%	392k	55.02	View chart
Fortinet (FTNT)	0.1	$21M	-46%	359k	58.53	View chart
Ishares Tr Ex Trd Eq Fd (IJS)	0.1	$21M	+4%	202k	103.07	View chart
Constellation Brands (STZ)	0.1	$21M	+13%	86k	241.75	View chart
Goldman Sachs Group Equity Call Option (Principal) (GS)	0.1	$21M	+115%	53k	385.76	View chart
Marathon Pete Corp Equity (MPC)	0.1	$21M	+22%	138k	148.36	View chart
Information Services (III)	0.1	$20M		4.3M	4.71	View chart
Ishares Tr Etf (IVW)	0.1	$20M	+76%	269k	75.10	View chart
Ingersoll Rand Equity (IR)	0.1	$20M	+78%	261k	77.34	View chart
Applied Matls Equity (AMAT)	0.1	$20M	+50%	125k	162.07	View chart
ConocoPhillips (COP)	0.1	$20M	+13%	173k	116.07	View chart
Intercontinental Exchange In Equity (ICE)	0.1	$20M	+52%	156k	128.43	View chart
American Wtr Wks Equity (AWK)	0.1	$20M	+64%	151k	131.99	View chart
Truist Finl Corp Equity (TFC)	0.1	$20M	+4%	534k	36.92	View chart
General Electric Equity Put Option (Principal) (GE)	0.1	$20M	+21%	154k	127.64	View chart
Cigna Corp (CI)	0.1	$20M	+1039%	590k	33.05	View chart

Past Filings by Cerity Partners

SEC 13F filings are viewable for Cerity Partners going back to 2016

Cerity Partners 2023 Q4 filed Jan. 26, 2024
Cerity Partners 2023 Q3 filed Nov. 14, 2023
Cerity Partners 2023 Q2 filed Aug. 14, 2023
Cerity Partners 2023 Q1 filed May 11, 2023
Cerity Partners 2022 Q4 filed Feb. 15, 2023
Cerity Partners 2022 Q3 filed Nov. 14, 2022
Cerity Partners 2022 Q2 filed Aug. 10, 2022
Cerity Partners 2022 Q1 filed April 25, 2022
Cerity Partners 2021 Q4 filed Feb. 14, 2022
Cerity Partners 2021 Q3 filed Oct. 25, 2021
Cerity Partners 2021 Q1 restated filed Aug. 11, 2021
Cerity Partners 2021 Q2 filed Aug. 11, 2021
Cerity Partners 2021 Q1 filed May 12, 2021
Cerity Partners 2020 Q4 filed Feb. 11, 2021
Cerity Partners 2020 Q3 filed Nov. 12, 2020
Cerity Partners 2020 Q2 restated filed Aug. 17, 2020

View all past filings

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