HPM Partners
Latest statistics and disclosures from Cerity Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, AAPL, NVDA, MSFT, IVV, and represent 17.09% of Cerity Partners's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$150M), IDEV (+$103M), VUG (+$85M), VOO (+$73M), VEA (+$72M), META (+$66M), LLY (+$63M), POCT (+$48M), AMZN (+$40M), IJH (+$38M).
- Started 275 new stock positions in TNK, GDRX, BSCS, GRC, HURN, GFS, BKE, QBTS, XSD, SPMO.
- Reduced shares in these 10 stocks: SGOV (-$62M), PG (-$60M), BND (-$59M), IWF (-$41M), PDEC (-$24M), MRK (-$23M), PAUG (-$19M), DSI (-$19M), SCHM (-$17M), NVO (-$16M).
- Sold out of its positions in AAON, ASTS, AWP, IVVD, AGL, Akamai Technologies, ACI, RNIN, AMED, AFG.
- Cerity Partners was a net buyer of stock by $1.8B.
- Cerity Partners has $62B in assets under management (AUM), dropping by 9.97%.
- Central Index Key (CIK): 0001566475
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Portfolio Holdings for Cerity Partners
Cerity Partners holds 2739 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Cerity Partners has 2739 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Cerity Partners Sept. 30, 2025 positions
- Download the Cerity Partners September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Etf (VOO) | 4.4 | $2.7B | +2% | 4.4M | 612.25 |
|
| Apple (AAPL) | 3.6 | $2.2B | 8.8M | 252.61 |
|
|
| NVIDIA Corporation (NVDA) | 3.5 | $2.2B | +7% | 12M | 185.76 |
|
| Microsoft Corp Stock (MSFT) | 3.1 | $1.9B | 3.7M | 517.94 |
|
|
| iShares S&P 500 Index (IVV) | 2.5 | $1.5B | +2% | 2.3M | 669.30 |
|
| Spdr S&p 500 Etf (SPY) | 2.1 | $1.3B | 2.2M | 605.24 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.8 | $1.1B | +6% | 19M | 59.92 |
|
| Ishares Tr Etf (IEFA) | 1.6 | $1.0B | 12M | 87.31 |
|
|
| Amazon Stock (AMZN) | 1.6 | $986M | +4% | 4.5M | 219.08 |
|
| Broadcom (AVGO) | 1.5 | $948M | 2.9M | 329.91 |
|
|
| Procter & Gamble Company (PG) | 1.5 | $944M | -5% | 6.1M | 153.65 |
|
| Alphabet Stock (GOOGL) | 1.3 | $831M | 3.4M | 243.11 |
|
|
| Alphabet Stock (GOOG) | 1.3 | $791M | 3.2M | 243.55 |
|
|
| Ishares Tr Etf (QUAL) | 1.2 | $721M | 3.7M | 194.46 |
|
|
| Meta Platforms Stock (META) | 1.2 | $710M | +10% | 971k | 731.66 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.1 | $704M | +4% | 7.0M | 100.25 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $620M | 2.0M | 315.43 |
|
|
| Vanguard Total Stock Market ETF (VTI) | 0.9 | $561M | +2% | 1.7M | 328.16 |
|
| Eli Lilly & Co. (LLY) | 0.9 | $526M | +13% | 691k | 760.93 |
|
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.8 | $497M | 19M | 26.34 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $481M | +7% | 4.0M | 118.83 |
|
| Invesco Qqq Trust Series 1 (QQQ) | 0.7 | $439M | 731k | 600.37 |
|
|
| Berkshire Hathaway (BRK.B) | 0.6 | $386M | 768k | 502.74 |
|
|
| Visa Stock (V) | 0.6 | $379M | 1.1M | 341.37 |
|
|
| iShares Russell 1000 Growth Index (IWF) | 0.6 | $374M | -9% | 798k | 468.41 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $374M | +2% | 404k | 925.63 |
|
| Credit Accep Corp Mich Stock (CACC) | 0.6 | $372M | 797k | 466.93 |
|
|
| Invesco Exchange Traded Fd T Etf (RSP) | 0.5 | $333M | +3% | 1.8M | 189.70 |
|
| Johnson & Johnson (JNJ) | 0.5 | $331M | 1.8M | 185.44 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $326M | +13% | 5.0M | 65.26 |
|
| Ishares Etf (IEMG) | 0.5 | $312M | +6% | 4.7M | 65.93 |
|
| Wal-Mart Stores (WMT) | 0.5 | $310M | +2% | 3.0M | 103.06 |
|
| Home Depot Stock (HD) | 0.5 | $309M | 763k | 405.17 |
|
|
| Oracle Corp Stock (ORCL) | 0.5 | $300M | +2% | 1.1M | 281.26 |
|
| Ishares Tr Etf (MTUM) | 0.5 | $295M | +2% | 1.2M | 256.45 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.5 | $294M | 2.0M | 145.65 |
|
|
| Spdr Series Trust Stock (SPAB) | 0.5 | $286M | +5% | 11M | 25.85 |
|
| iShares Russell 1000 Index (IWB) | 0.4 | $277M | 758k | 365.48 |
|
|
| Vanguard Mid-Cap ETF (VO) | 0.4 | $277M | +2% | 943k | 293.47 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $275M | +45% | 573k | 479.61 |
|
| Abbvie (ABBV) | 0.4 | $263M | 1.1M | 231.54 |
|
|
| J P Morgan Exchange Traded F ultra shrt (JPST) | 0.4 | $258M | -2% | 5.1M | 50.73 |
|
| Illinois Tool Wks Stock (ITW) | 0.4 | $241M | -2% | 922k | 260.76 |
|
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.4 | $233M | +7% | 4.0M | 58.85 |
|
| Vanguard Bd Index Fds Etf (BSV) | 0.4 | $229M | +11% | 2.9M | 78.91 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.4 | $229M | 3.8M | 60.03 |
|
|
| iShares Gold Trust (IAU) | 0.4 | $228M | +2% | 3.1M | 72.77 |
|
| Exxon Mobil Corp Stock (XOM) | 0.4 | $226M | 2.0M | 112.75 |
|
|
| Schwab Strategic Tr Etf (SCHP) | 0.4 | $225M | +7% | 8.4M | 26.95 |
|
| MasterCard Incorporated (MA) | 0.4 | $223M | 392k | 568.80 |
|
|
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.4 | $221M | +2% | 1.8M | 119.51 |
|
| Tesla Motors (TSLA) | 0.4 | $220M | +9% | 501k | 439.65 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.4 | $217M | +4% | 2.6M | 82.96 |
|
| TJX Companies (TJX) | 0.3 | $212M | +2% | 1.5M | 144.54 |
|
| Bank America Corp Stock (BAC) | 0.3 | $211M | +2% | 4.1M | 51.59 |
|
| Vanguard Mun Bd Fds Etf (VTEB) | 0.3 | $211M | 4.2M | 50.07 |
|
|
| Abbott Laboratories (ABT) | 0.3 | $205M | 1.5M | 133.94 |
|
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.3 | $204M | 4.6M | 44.25 |
|
|
| American Centy Etf Tr Etf (AVEM) | 0.3 | $202M | +2% | 2.7M | 75.19 |
|
| Chevron Corporation (CVX) | 0.3 | $200M | +5% | 1.3M | 155.29 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $199M | +8% | 2.8M | 71.37 |
|
| SPDR DJ Wilshire Large Cap Value (SPYV) | 0.3 | $192M | 3.5M | 55.33 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $191M | 256k | 746.63 |
|
|
| Vanguard Index Fds Etf (VTV) | 0.3 | $190M | +13% | 1.0M | 186.49 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $189M | 1.1M | 167.33 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.3 | $188M | -24% | 1.9M | 100.70 |
|
| Amphenol Corporation (APH) | 0.3 | $184M | 1.5M | 123.75 |
|
|
| Palo Alto Networks (PANW) | 0.3 | $183M | +3% | 901k | 203.62 |
|
| Schwab Strategic Tr Etf (SCHD) | 0.3 | $180M | +17% | 6.6M | 27.30 |
|
| Vanguard World Etf (MGK) | 0.3 | $179M | 445k | 402.42 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $177M | +9% | 3.3M | 54.18 |
|
| Cisco Systems (CSCO) | 0.3 | $172M | 2.5M | 68.42 |
|
|
| Netflix Stock (NFLX) | 0.3 | $168M | +8% | 144k | 1165.98 |
|
| Vanguard Small-Cap ETF (VB) | 0.3 | $166M | +3% | 651k | 254.28 |
|
| American Centy Etf Tr Etf (AVLV) | 0.3 | $164M | +2% | 2.3M | 72.26 |
|
| Blackrock Stock (BLK) | 0.3 | $162M | 139k | 1165.87 |
|
|
| Sch Us Mid-cap Etf etf (SCHM) | 0.3 | $161M | -9% | 5.4M | 29.64 |
|
| Taiwan Semiconductor Mfg Stock (TSM) | 0.3 | $156M | +3% | 560k | 279.29 |
|
| Dimensional Etf Trust Etf (DFAC) | 0.3 | $156M | 4.0M | 38.57 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $156M | 6.7M | 23.28 |
|
|
| SPDR Gold Trust (GLD) | 0.2 | $152M | 429k | 355.71 |
|
|
| Salesforce Stock (CRM) | 0.2 | $152M | 643k | 237.00 |
|
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $149M | -4% | 712k | 209.34 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $149M | 1.6M | 92.62 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $147M | 483k | 303.89 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $144M | +2% | 669k | 215.79 |
|
| Palantir Technologies (PLTR) | 0.2 | $144M | 789k | 182.42 |
|
|
| Goldman Sachs (GS) | 0.2 | $144M | +2% | 180k | 796.33 |
|
| Merck & Co (MRK) | 0.2 | $144M | -13% | 1.7M | 83.93 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.2 | $142M | +259% | 1.8M | 80.17 |
|
| Intuit Stock (INTU) | 0.2 | $141M | +8% | 207k | 682.91 |
|
| Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.2 | $141M | 4.0M | 35.52 |
|
|
| Pepsi (PEP) | 0.2 | $139M | +5% | 991k | 140.45 |
|
| Crowdstrike Hldgs Stock (CRWD) | 0.2 | $138M | 282k | 490.38 |
|
|
| Dimensional Etf Trust Etf (DFIV) | 0.2 | $136M | +6% | 3.0M | 46.12 |
|
| Walt Disney Company (DIS) | 0.2 | $132M | 1.2M | 114.49 |
|
|
| Ge Aerospace Stock (GE) | 0.2 | $130M | +4% | 430k | 300.82 |
|
| iShares Russell 2000 Index (IWM) | 0.2 | $127M | -2% | 525k | 241.96 |
|
| Victory Portfolios Ii Etf (USVM) | 0.2 | $126M | +2% | 1.4M | 90.56 |
|
| SPDR S&P Emerging Markets (SPEM) | 0.2 | $126M | 2.7M | 46.81 |
|
|
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $124M | +7% | 1.6M | 79.93 |
|
| Capital Group Intl Focus Eqt Stock (CGXU) | 0.2 | $124M | +16% | 4.2M | 29.62 |
|
| Caterpillar (CAT) | 0.2 | $123M | 258k | 477.36 |
|
|
| Waste Management (WM) | 0.2 | $123M | +12% | 556k | 220.83 |
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| United Rentals (URI) | 0.2 | $123M | 128k | 954.67 |
|
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.2 | $122M | +6% | 969k | 125.95 |
|
| Boston Scientific Corporation (BSX) | 0.2 | $120M | -5% | 1.2M | 97.63 |
|
| Honeywell International (HON) | 0.2 | $119M | +4% | 563k | 210.50 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.2 | $118M | 1.3M | 89.03 |
|
|
| Stryker Corporation (SYK) | 0.2 | $118M | 318k | 369.67 |
|
|
| Amgen (AMGN) | 0.2 | $118M | 416k | 282.21 |
|
|
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.2 | $116M | 1.6M | 73.47 |
|
|
| Dimensional Etf Trust Etf (DFUV) | 0.2 | $112M | -4% | 2.5M | 44.69 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $112M | +4% | 1.2M | 95.14 |
|
| Dimensional Etf Trust Etf (DFSV) | 0.2 | $110M | +13% | 3.5M | 31.84 |
|
| Schwab Strategic Tr Etf (SCHA) | 0.2 | $105M | -2% | 3.8M | 27.90 |
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| Charles Schwab Corporation (SCHW) | 0.2 | $105M | 1.1M | 95.47 |
|
|
| Flexshares Tr Cr Scd Us Bd (SKOR) | 0.2 | $105M | +4% | 2.1M | 49.25 |
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| Citigroup (C) | 0.2 | $105M | +3% | 1.0M | 101.50 |
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| Robinhood Mkts (HOOD) | 0.2 | $104M | 724k | 143.18 |
|
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| Nextera Energy (NEE) | 0.2 | $103M | 1.4M | 75.49 |
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| Advanced Micro Devices (AMD) | 0.2 | $103M | 635k | 162.02 |
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| Ishares Bitcoin Tr (IBIT) | 0.2 | $102M | +51% | 1.6M | 65.00 |
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| Thermo Fisher Scientific Stock (TMO) | 0.2 | $101M | -6% | 209k | 485.02 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $101M | 259k | 391.64 |
|
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| Invesco Exch Traded Fd Tr Ii Etf (QQQM) | 0.2 | $101M | +7% | 409k | 247.12 |
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| Accenture (ACN) | 0.2 | $99M | +5% | 402k | 246.59 |
|
| Emerson Elec Stock (EMR) | 0.2 | $99M | -2% | 754k | 131.18 |
|
| KLA-Tencor Corporation (KLAC) | 0.2 | $99M | 92k | 1078.59 |
|
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| Uber Technologies (UBER) | 0.2 | $99M | 1.0M | 97.97 |
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| Adobe Stock (ADBE) | 0.2 | $98M | -3% | 278k | 352.75 |
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| Chubb (CB) | 0.2 | $98M | +9% | 347k | 282.24 |
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| International Business Machines (IBM) | 0.2 | $98M | 346k | 282.13 |
|
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| Linde (LIN) | 0.2 | $98M | +12% | 205k | 475.00 |
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| 3M Company (MMM) | 0.2 | $97M | 627k | 155.18 |
|
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| Schwab U S Large Cap Growth ETF (SCHG) | 0.2 | $97M | -2% | 3.0M | 31.91 |
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| S&p Global (SPGI) | 0.2 | $95M | 194k | 486.71 |
|
|
| Vaneck Etf Trust Etf (ANGL) | 0.2 | $94M | +4% | 3.2M | 29.73 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $93M | -6% | 868k | 106.56 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $92M | +12% | 1.2M | 76.46 |
|
| Servicenow Stock (NOW) | 0.1 | $92M | +6% | 100k | 920.27 |
|
| Unitedhealth Group Stock (UNH) | 0.1 | $91M | -14% | 264k | 345.30 |
|
| Union Pac Corp Stock (UNP) | 0.1 | $90M | +2% | 380k | 236.37 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $87M | 904k | 96.46 |
|
|
| Vanguard Intl Equity Index F Etf (VT) | 0.1 | $84M | +70% | 610k | 137.80 |
|
| Qualcomm (QCOM) | 0.1 | $82M | -8% | 496k | 166.36 |
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| Asml Holding (ASML) | 0.1 | $82M | +9% | 85k | 968.09 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $82M | +2% | 852k | 96.55 |
|
| Spdr Series Trust Etf (SPTS) | 0.1 | $82M | 2.8M | 29.32 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $80M | 958k | 83.82 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $79M | 560k | 140.95 |
|
|
| Vanguard Scottsdale Fds Etf (VONG) | 0.1 | $77M | +84% | 641k | 120.50 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $77M | -7% | 154k | 499.21 |
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| Analog Devices (ADI) | 0.1 | $75M | +15% | 303k | 245.70 |
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| SPDR S&P MidCap 400 ETF (MDY) | 0.1 | $74M | -3% | 124k | 596.01 |
|
| Intuitive Surgical Stock (ISRG) | 0.1 | $74M | 164k | 447.23 |
|
|
| Schwab Strategic Tr Int-trm U.s Tres (SCHR) | 0.1 | $73M | +74% | 2.9M | 25.13 |
|
| Deere & Company (DE) | 0.1 | $73M | -12% | 159k | 457.26 |
|
| Booking Holdings (BKNG) | 0.1 | $72M | +8% | 13k | 5399.29 |
|
| Vanguard Bd Index Fds Etf (BIV) | 0.1 | $71M | +8% | 910k | 78.09 |
|
| H2o America Stock (HTO) | 0.1 | $71M | 1.4M | 48.70 |
|
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| Capital One Financial (COF) | 0.1 | $70M | +5% | 330k | 212.57 |
|
| Automatic Data Processing (ADP) | 0.1 | $70M | 237k | 293.50 |
|
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| Lam Research (LRCX) | 0.1 | $69M | +16% | 518k | 133.90 |
|
| Ecolab (ECL) | 0.1 | $69M | 252k | 273.86 |
|
|
| Coca-Cola Company (KO) | 0.1 | $69M | -3% | 1.0M | 66.32 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $68M | 372k | 183.73 |
|
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.1 | $68M | -15% | 2.8M | 24.40 |
|
| Amplify Etf Tr Blackswan Grwt (SWAN) | 0.1 | $68M | 2.1M | 32.18 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $67M | +5% | 392k | 170.84 |
|
| Medtronic (MDT) | 0.1 | $67M | +15% | 702k | 95.24 |
|
| Northern Tr Corp Stock (NTRS) | 0.1 | $66M | -9% | 490k | 134.60 |
|
| Danaher Corporation (DHR) | 0.1 | $66M | -3% | 332k | 198.26 |
|
| American Centy Etf Tr Etf (AVDE) | 0.1 | $65M | +19% | 824k | 78.90 |
|
| Ishares Tr Broad Usd High (USHY) | 0.1 | $64M | +10% | 1.7M | 37.78 |
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| Verizon Communications (VZ) | 0.1 | $64M | 1.4M | 43.95 |
|
|
| Fiserv (FI) | 0.1 | $64M | -2% | 493k | 128.93 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $63M | +2% | 615k | 103.07 |
|
| Corcept Therapeutics Stock (CORT) | 0.1 | $63M | 758k | 83.11 |
|
|
| Vanguard Bd Index Fds Etf (BND) | 0.1 | $62M | -48% | 838k | 74.37 |
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| American Express Company (AXP) | 0.1 | $62M | 186k | 332.16 |
|
|
| Marsh & McLennan Companies (MMC) | 0.1 | $62M | -3% | 306k | 201.53 |
|
| Dimensional Etf Trust (DFAT) | 0.1 | $62M | -3% | 1.1M | 57.89 |
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| Autodesk (ADSK) | 0.1 | $61M | +5% | 193k | 317.66 |
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| Quanta Services (PWR) | 0.1 | $59M | 143k | 414.42 |
|
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| Berkshire Hathaway (BRK.A) | 0.1 | $59M | +2% | 78.00 | 754200.00 |
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| Lowe's Companies (LOW) | 0.1 | $59M | +3% | 233k | 251.31 |
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| Mondelez Int (MDLZ) | 0.1 | $58M | -2% | 936k | 62.47 |
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| Eaton (ETN) | 0.1 | $57M | +4% | 170k | 338.21 |
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| Ishares Tr Short Treas Bd (SHV) | 0.1 | $57M | -3% | 518k | 110.49 |
|
| Schwab Strategic Tr us reit etf (SCHH) | 0.1 | $57M | 2.6M | 21.57 |
|
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| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.1 | $57M | 701k | 80.65 |
|
|
| Goldman Sachs Etf Tr Etf (GSIE) | 0.1 | $56M | +3% | 1.4M | 41.11 |
|
| Philip Morris International (PM) | 0.1 | $56M | +4% | 345k | 162.20 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $56M | 167k | 332.84 |
|
|
| Vanguard REIT ETF (VNQ) | 0.1 | $55M | 604k | 91.42 |
|
|
| Cummins (CMI) | 0.1 | $54M | +9% | 129k | 422.37 |
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| Zoetis Stock (ZTS) | 0.1 | $54M | +14% | 371k | 146.32 |
|
| Ishares Tr Etf (ACWX) | 0.1 | $54M | -2% | 829k | 65.01 |
|
| Vanguard Small-Cap Value ETF (VBR) | 0.1 | $53M | 256k | 208.71 |
|
|
| Ge Vernova (GEV) | 0.1 | $53M | +13% | 87k | 614.90 |
|
| Intel Corp Stock (INTC) | 0.1 | $53M | +27% | 1.6M | 33.56 |
|
| Norfolk Southern (NSC) | 0.1 | $53M | 175k | 300.41 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $52M | 652k | 79.80 |
|
|
| Ishares Tr Etf (USRT) | 0.1 | $51M | +3% | 871k | 58.72 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $50M | -3% | 630k | 79.94 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.1 | $50M | -10% | 166k | 302.35 |
|
| Xylem Stock (XYL) | 0.1 | $50M | +2% | 340k | 147.50 |
|
| Vanguard Admiral Fds Etf (VIOO) | 0.1 | $50M | +12% | 453k | 110.47 |
|
| Innovator Etfs Trust Etf (POCT) | 0.1 | $50M | +2617% | 1.2M | 43.10 |
|
| U.S. Bancorp (USB) | 0.1 | $49M | +37% | 1.0M | 48.33 |
|
| PNC Financial Services (PNC) | 0.1 | $48M | +8% | 240k | 200.93 |
|
| Teradyne Stock (TER) | 0.1 | $48M | +3% | 349k | 137.64 |
|
| Technology SPDR (XLK) | 0.1 | $48M | +3% | 170k | 281.86 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $48M | -6% | 499k | 95.89 |
|
| Progressive Corporation (PGR) | 0.1 | $48M | -6% | 193k | 246.95 |
|
| Vanguard Admiral Fds Etf (VOOG) | 0.1 | $47M | +2% | 107k | 435.47 |
|
| Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) | 0.1 | $46M | +32% | 1.5M | 31.53 |
|
| Ishares Tr Etf (SUB) | 0.1 | $46M | +3% | 427k | 106.78 |
|
| At&t (T) | 0.1 | $45M | +2% | 1.6M | 28.23 |
|
| Paychex (PAYX) | 0.1 | $45M | 357k | 126.76 |
|
|
| Dimensional Etf Trust Us Large Cap Val (DFLV) | 0.1 | $45M | +40% | 1.4M | 32.90 |
|
| Intercontinental Exchange (ICE) | 0.1 | $45M | 265k | 168.48 |
|
|
| Pfizer (PFE) | 0.1 | $44M | -5% | 1.7M | 25.48 |
|
| Airbnb (ABNB) | 0.1 | $44M | +18% | 365k | 121.42 |
|
| Duke Energy (DUK) | 0.1 | $44M | +4% | 356k | 123.76 |
|
| Mckesson Corp Stock (MCK) | 0.1 | $44M | 57k | 772.54 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $44M | 215k | 203.58 |
|
|
| Roper Industries (ROP) | 0.1 | $44M | +8% | 88k | 498.69 |
|
| Arista Networks (ANET) | 0.1 | $43M | +12% | 306k | 141.00 |
|
| Dimensional Etf Trust Etf (DISV) | 0.1 | $43M | +16% | 1.2M | 35.69 |
|
| Invesco Exch Traded Fd Tr Ii Etf (RWL) | 0.1 | $43M | 388k | 110.66 |
|
|
| Novartis (NVS) | 0.1 | $43M | 333k | 128.24 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $43M | +9% | 942k | 45.10 |
|
| Welltower Reit (WELL) | 0.1 | $42M | 236k | 178.14 |
|
|
| Parker-Hannifin Corporation (PH) | 0.1 | $42M | 56k | 758.11 |
|
|
| Spdr Dow Jones Indl Average Etf (DIA) | 0.1 | $42M | 91k | 463.74 |
|
|
| Roblox Corp (RBLX) | 0.1 | $42M | +22% | 300k | 138.52 |
|
| AstraZeneca (AZN) | 0.1 | $41M | 540k | 76.72 |
|
|
| Applied Materials (AMAT) | 0.1 | $41M | -26% | 198k | 204.74 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $40M | +24% | 537k | 75.39 |
|
| Unilever (UL) | 0.1 | $40M | +4% | 679k | 59.28 |
|
| Cintas Corporation (CTAS) | 0.1 | $40M | -2% | 196k | 205.26 |
|
| Morgan Stanley (MS) | 0.1 | $40M | +6% | 253k | 158.96 |
|
| Becton Dickinson & Co Stock (BDX) | 0.1 | $40M | -2% | 214k | 187.17 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $40M | -5% | 282k | 141.50 |
|
| Dimensional Etf Trust Etf (DFUS) | 0.1 | $40M | -4% | 550k | 72.44 |
|
| Veeva Sys Stock (VEEV) | 0.1 | $40M | +29% | 133k | 297.91 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $39M | -3% | 449k | 87.84 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $39M | +3% | 280k | 138.24 |
|
Past Filings by Cerity Partners
SEC 13F filings are viewable for Cerity Partners going back to 2016
- Cerity Partners 2025 Q3 filed Oct. 22, 2025
- Cerity Partners 2025 Q2 filed Aug. 13, 2025
- Cerity Partners 2025 Q1 filed April 30, 2025
- Cerity Partners 2024 Q4 filed Feb. 13, 2025
- Cerity Partners 2024 Q3 filed Nov. 12, 2024
- Cerity Partners 2024 Q2 filed Aug. 13, 2024
- Cerity Partners 2024 Q1 filed May 14, 2024
- 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