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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, SPY, PG, and represent 15.89% of Cerity Partners's stock portfolio.
Added to shares of these 10 stocks: AVGO (+$315M), AAPL (+$260M), MSFT (+$198M), NVDA (+$189M), AGG (+$136M), META (+$101M), AMZN (+$99M), SPY (+$92M), VEA (+$90M), APH (+$65M).
Started 403 new stock positions in BFH, CYTK, FBP, WWW, IBMP, AVNS, ESAB, FUTU, FOUR, W.
Reduced shares in these 10 stocks: VTI (-$66M), DGS (-$30M), ISTB (-$26M), IWV (-$22M), AMK (-$21M), QUS (-$14M), FIVE (-$14M), EZU (-$12M), AAON (-$11M), SGHC (-$11M).
Sold out of its positions in ARQ, ACI, BIRD, ATUS, AXL, AMPY, AMLX, ARI, ARRY, AMK.
Cerity Partners was a net buyer of stock by $5.6B.
Cerity Partners has $45B in assets under management (AUM), dropping by 18.92%.
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 2526 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Cerity Partners has 2526 total positions. Only the first 250 positions are shown.

Sign up to view all of the Cerity Partners Sept. 30, 2024 positions
Download the Cerity Partners September 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Etf (VOO)	4.1	$1.8B		3.5M	527.71	View chart
Apple Stock (AAPL)	3.7	$1.7B	+18%	7.3M	232.23	View chart
Microsoft Corp Stock (MSFT)	3.0	$1.4B	+16%	3.2M	430.30	View chart
Spdr S&p 500 Etf Tr Etf (SPY)	2.6	$1.2B	+8%	2.2M	528.62	View chart
Procter And Gamble Stock (PG)	2.4	$1.1B	+2%	6.4M	173.20	View chart
NVIDIA Corporation (NVDA)	2.4	$1.1B	+21%	9.0M	120.99	View chart
Ishares Tr Etf (IVV)	2.4	$1.1B	+3%	1.8M	576.82	View chart
Vanguard Tax-managed Fds Stock (VEA)	1.8	$815M	+12%	15M	52.81	View chart
Ishares Tr Etf (IEFA)	1.5	$680M	+4%	8.7M	78.05	View chart
Amazon Stock (AMZN)	1.5	$678M	+17%	3.6M	186.33	View chart
Eli Lilly & Co Stock (LLY)	1.1	$513M	+9%	581k	882.95	View chart
Ishares Tr Stock (AGG)	1.1	$493M	+38%	4.9M	101.27	View chart
Ishares Tr Stock (QUAL)	1.0	$463M	+7%	2.6M	179.30	View chart
Alphabet Stock (GOOGL)	1.0	$461M	+14%	2.8M	165.87	View chart
Facebook Inc cl a (META)	0.9	$428M	+30%	748k	572.44	View chart
Schwab Strategic Tr Etf (SCHX)	0.9	$422M	+10%	6.2M	67.85	View chart
Alphabet Stock (GOOG)	0.9	$415M	+12%	2.5M	167.14	View chart
JPMorgan Chase & Co. (JPM)	0.8	$362M	+13%	1.7M	210.86	View chart
Credit Accep Corp Mich Stock (CACC)	0.8	$354M		798k	443.42	View chart
Ishares Tr Etf (IWF)	0.8	$351M	+13%	935k	375.38	View chart
Broadcom (AVGO)	0.8	$345M	+1047%	2.0M	172.50	View chart
Vanguard Index Fds Etf (VTI)	0.8	$342M	-16%	1.2M	283.21	View chart
Costco Wholesale Corporation (COST)	0.8	$341M	+23%	384k	886.52	View chart
Invesco Qqq Tr Stock (QQQ)	0.7	$333M	+11%	682k	488.10	View chart
Unitedhealth Group Stock (UNH)	0.7	$297M	+14%	507k	584.68	View chart
Berkshire Hathaway Inc Del Stock (BRK.B)	0.6	$286M	+16%	621k	460.26	View chart
Ishares Tr Etf (ITOT)	0.6	$275M		2.2M	125.62	View chart
Home Depot Stock (HD)	0.6	$273M	+14%	674k	405.20	View chart
Visa Stock (V)	0.6	$258M	+21%	938k	274.95	View chart
Ishares Tr Etf (IEI)	0.5	$244M	+7%	2.0M	119.61	View chart
Spdr Ser Tr Stock (SPAB)	0.5	$240M	+2%	9.2M	26.14	View chart
Ishares Tr Etf (IJR)	0.5	$238M	+9%	2.0M	116.96	View chart
Johnson & Johnson Stock (JNJ)	0.5	$237M	+9%	1.5M	162.06	View chart
Exxon Mobil Corp Stock (XOM)	0.5	$220M	+11%	1.9M	117.22	View chart
Ishares Tr Stock (MTUM)	0.5	$218M	+2%	1.1M	202.76	View chart
Ishares Etf (IEMG)	0.5	$217M	+2%	3.8M	57.41	View chart
Ishares Tr Stock (IWB)	0.5	$216M	+3%	686k	314.39	View chart
Merck & Co Stock (MRK)	0.5	$214M	+21%	1.9M	113.58	View chart
Ishares Tr Stock (IJH)	0.5	$212M	+5%	3.4M	62.32	View chart
Schwab Strategic Tr Etf (SCHP)	0.5	$210M	+19%	3.9M	53.63	View chart
Vanguard Scottsdale Fds Etf (VGSH)	0.4	$199M	+8%	3.4M	59.02	View chart
Ishares Tr Etf (USMV)	0.4	$195M		2.1M	91.31	View chart
Ishares Tr Etf (SHY)	0.4	$191M		2.3M	83.15	View chart
Schwab Strategic Tr Etf (SCHM)	0.4	$188M	+14%	2.3M	83.09	View chart
Mastercard Incorporated Stock (MA)	0.4	$185M	+9%	374k	493.80	View chart
Ishares Tr Etf (IQLT)	0.4	$184M	+3%	4.4M	41.49	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.4	$182M	+9%	3.4M	52.86	View chart
J P Morgan Exchange Traded F Etf (JPST)	0.4	$181M	+9%	3.6M	50.74	View chart
Vanguard Index Fds Etf (VO)	0.4	$178M	+28%	675k	263.83	View chart
Chevron Corporation (CVX)	0.4	$170M	+3%	1.2M	147.27	View chart
Vanguard Mun Bd Fds Stock (VTEB)	0.4	$165M	+2%	3.2M	51.12	View chart
Abbvie Stock (ABBV)	0.4	$165M	+22%	835k	197.48	View chart
Ishares Gold Tr Stock (IAU)	0.4	$161M	+4%	3.2M	49.70	View chart
Pepsico Stock (PEP)	0.4	$161M	+11%	945k	170.05	View chart
Vanguard Bd Index Fds Etf (BSV)	0.4	$161M	+37%	2.0M	78.69	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.4	$160M	+2%	5.2M	30.50	View chart
Invesco Exchange Traded Fd T Stock (RSP)	0.4	$160M	+16%	891k	179.16	View chart
Tjx Cos Stock (TJX)	0.4	$158M	+8%	1.3M	117.54	View chart
Adobe Stock (ADBE)	0.4	$158M	+9%	306k	517.78	View chart
Vanguard World Etf (VGT)	0.3	$158M	+5%	269k	586.53	View chart
Salesforce Stock (CRM)	0.3	$152M	+20%	554k	273.74	View chart
Oracle Corporation (ORCL)	0.3	$151M	+30%	885k	170.40	View chart
Palo Alto Networks Stock (PANW)	0.3	$150M	+7%	439k	341.80	View chart
Dimensional Etf Trust Etf (DFAC)	0.3	$144M		4.2M	34.29	View chart
Vanguard Intl Equity Index F Etf (VEU)	0.3	$143M	+9%	2.3M	63.00	View chart
Walmart Stock (WMT)	0.3	$140M	+7%	1.7M	80.75	View chart
Vanguard Scottsdale Fds Etf (VGIT)	0.3	$138M	+29%	2.3M	60.42	View chart
American Centy Etf Tr Etf (AVEM)	0.3	$138M	+31%	2.1M	64.60	View chart
McDonald's Corporation (MCD)	0.3	$137M	+6%	449k	304.51	View chart
Vanguard Intl Equity Index F Etf (VWO)	0.3	$136M	+14%	2.8M	47.85	View chart
Vanguard Bd Index Fds Etf (BND)	0.3	$131M	+14%	1.7M	75.11	View chart
Schwab Strategic Tr Etf (SCHF)	0.3	$130M	+39%	3.2M	41.12	View chart
Cisco Systems (CSCO)	0.3	$130M	+6%	2.4M	53.22	View chart
Amgen (AMGN)	0.3	$127M	+14%	395k	322.21	View chart
Blackrock Stock (BLK)	0.3	$126M		133k	949.51	View chart
Vanguard World Etf (MGK)	0.3	$123M	+7%	382k	321.95	View chart
Ishares Tr Etf (EFA)	0.3	$123M	+6%	1.5M	82.92	View chart
Ishares Tr Etf (SGOV)	0.3	$118M	+110%	1.2M	100.72	View chart
Ishares Tr Etf (IWM)	0.3	$117M	+3%	528k	220.89	View chart
Bank America Corp Stock (BAC)	0.3	$117M	+20%	2.9M	39.68	View chart
Schwab Strategic Tr Etf (SCHA)	0.3	$116M	+16%	2.3M	51.50	View chart
Vanguard Specialized Funds Etf (VIG)	0.3	$116M		584k	198.08	View chart
Vanguard Index Fds Etf (VXF)	0.3	$116M	+6%	635k	182.00	View chart
Thermo Fisher Scientific Stock (TMO)	0.2	$112M	+20%	181k	618.57	View chart
Ishares Tr Etf (ICSH)	0.2	$112M	-5%	2.2M	50.74	View chart
Abbott Labs Stock (ABT)	0.2	$110M	+9%	968k	114.01	View chart
Accenture (ACN)	0.2	$108M	+11%	304k	353.48	View chart
Spdr Gold Tr Etf (GLD)	0.2	$107M	+10%	441k	243.06	View chart
Nextera Energy Stock (NEE)	0.2	$107M	+19%	1.3M	84.53	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.2	$107M	+14%	229k	465.08	View chart
Dimensional Etf Trust Etf (DFUV)	0.2	$105M	+3%	2.5M	41.69	View chart
Vanguard Index Fds Stock (VTV)	0.2	$102M	+7%	584k	174.57	View chart
Tesla Motors (TSLA)	0.2	$102M	+29%	388k	261.63	View chart
Vanguard Scottsdale Fds Stock (VCSH)	0.2	$101M	+11%	1.3M	79.42	View chart
Schwab Strategic Tr Etf (SCHD)	0.2	$100M	+4%	1.2M	84.53	View chart
Walt Disney Company (DIS)	0.2	$99M	+27%	1.0M	96.19	View chart
Honeywell International (HON)	0.2	$98M	+20%	473k	206.71	View chart
Union Pacific Corporation (UNP)	0.2	$98M		397k	246.48	View chart
Intuit Stock (INTU)	0.2	$96M	+17%	154k	621.00	View chart
Ishares Tr Etf (IGM)	0.2	$95M		990k	95.94	View chart
Dimensional Etf Trust Etf (DFIV)	0.2	$94M	+8%	2.5M	38.08	View chart
Novo Nordisk A/S (NVO)	0.2	$94M	+29%	791k	119.07	View chart
S&p Global Stock (SPGI)	0.2	$94M	+23%	182k	516.62	View chart
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)	0.2	$94M		1.1M	85.08	View chart
Flexshares Tr Cr Scd Us Bd (SKOR)	0.2	$93M		1.9M	49.12	View chart
Caterpillar (CAT)	0.2	$92M	+10%	234k	391.12	View chart
Capital Group Intl Focus Eqt Stock (CGXU)	0.2	$91M	+17%	3.4M	26.97	View chart
Vanguard Star Fds Stock (VXUS)	0.2	$91M	+16%	1.4M	64.74	View chart
Danaher Corporation (DHR)	0.2	$90M	+11%	325k	278.03	View chart
Qualcomm Stock (QCOM)	0.2	$90M	+25%	531k	170.05	View chart
Vanguard Index Fds Stock (VB)	0.2	$89M	+18%	377k	237.26	View chart
Taiwan Semiconductor Mfg Stock (TSM)	0.2	$87M	+11%	502k	173.67	View chart
Spdr Index Shs Fds Stock (SPEM)	0.2	$87M	+2%	2.1M	41.28	View chart
United Rentals Stock (URI)	0.2	$86M		106k	809.73	View chart
Chubb Stock (CB)	0.2	$85M	+37%	295k	288.40	View chart
Stryker Corporation Stock (SYK)	0.2	$85M	+9%	235k	361.29	View chart
Sjw Group Stock (SJW)	0.2	$85M		1.5M	58.11	View chart
Advanced Micro Devices Stock (AMD)	0.2	$85M	+8%	516k	164.08	View chart
American Centy Etf Tr Etf (AVDV)	0.2	$85M	+2%	1.2M	70.67	View chart
Vanguard Index Fds Etf (VNQ)	0.2	$84M	+6%	863k	97.46	View chart
Spdr Ser Tr Etf (SPTS)	0.2	$84M		2.9M	29.41	View chart
3M Company (MMM)	0.2	$83M	+92%	610k	136.70	View chart
Vanguard Index Fds Etf (VUG)	0.2	$83M	+5%	217k	383.93	View chart
Schwab Strategic Tr Etf (SCHG)	0.2	$83M		796k	104.18	View chart
Rtx Corporation Stock (RTX)	0.2	$82M	+11%	681k	121.16	View chart
Vaneck Etf Trust Etf (ANGL)	0.2	$82M	+2%	2.8M	29.41	View chart
Servicenow Stock (NOW)	0.2	$82M	+23%	92k	894.38	View chart
Lockheed Martin Corporation (LMT)	0.2	$81M	+6%	138k	584.56	View chart
Emerson Elec Stock (EMR)	0.2	$80M	+5%	731k	109.37	View chart
Ishares Tr Etf (VLUE)	0.2	$80M	+2%	729k	109.04	View chart
Ishares Tr Etf (MUB)	0.2	$79M		728k	108.63	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$79M	+4%	905k	86.82	View chart
Amphenol Corp Stock (APH)	0.2	$78M	+484%	1.2M	65.16	View chart
Texas Instrs Stock (TXN)	0.2	$78M	+7%	378k	206.57	View chart
Crowdstrike Hldgs Inc cl a (CRWD)	0.2	$76M	+15%	273k	280.47	View chart
Schwab Strategic Tr Etf (SCHH)	0.2	$76M	+15%	3.3M	23.17	View chart
Ishares Tr Etf (IEF)	0.2	$76M		774k	98.12	View chart
Fiserv Stock (FI)	0.2	$74M	+11%	409k	179.65	View chart
Linde Stock (LIN)	0.2	$73M	+13%	153k	476.86	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.2	$73M		692k	105.04	View chart
Vanguard Whitehall Fds Stock (VYM)	0.2	$73M	+16%	566k	128.20	View chart
Schwab Charles Corp Stock (SCHW)	0.2	$70M	+10%	1.1M	64.81	View chart
Iqvia Hldgs Stock (IQV)	0.2	$70M	+3%	297k	236.97	View chart
Intuitive Surgical Stock (ISRG)	0.2	$68M	+10%	139k	491.27	View chart
Invesco Exch Traded Fd Tr Ii Stock (QQQM)	0.2	$68M	+5%	339k	200.85	View chart
Kla Corp Stock (KLAC)	0.1	$68M	+10%	87k	774.41	View chart
Coca Cola Stock (KO)	0.1	$67M	+16%	932k	71.88	View chart
International Business Machs Stock (IBM)	0.1	$66M		300k	221.08	View chart
Amplify Etf Tr Blackswan Grwt (SWAN)	0.1	$66M	-5%	2.2M	30.41	View chart
Verizon Communications Stock (VZ)	0.1	$66M	+16%	1.5M	44.91	View chart
Illinois Tool Wks Stock (ITW)	0.1	$65M	+5%	248k	262.09	View chart
Vanguard Scottsdale Fds Stock (VONE)	0.1	$65M		249k	260.07	View chart
Ishares Tr Stock (IWR)	0.1	$61M	+9%	691k	88.14	View chart
United Parcel Service Stock (UPS)	0.1	$61M	-2%	444k	136.34	View chart
Ge Aerospace Stock (GE)	0.1	$60M	+22%	320k	188.59	View chart
Boston Scientific Corp Stock (BSX)	0.1	$60M	+12%	712k	83.80	View chart
Netflix Stock (NFLX)	0.1	$59M	+43%	84k	709.26	View chart
Analog Devices Stock (ADI)	0.1	$59M	+7%	255k	230.17	View chart
Mondelez Intl Stock (MDLZ)	0.1	$58M	+26%	793k	73.69	View chart
Blackstone Stock (BX)	0.1	$58M		379k	153.13	View chart
Pfizer (PFE)	0.1	$57M	+26%	2.0M	28.94	View chart
Lowes Cos Stock (LOW)	0.1	$57M	+19%	211k	270.85	View chart
Spdr S&p Midcap 400 Etf Tr Etf (MDY)	0.1	$56M	+2%	98k	570.21	View chart
Citigroup Stock (C)	0.1	$54M	+59%	861k	62.60	View chart
Ishares Tr Etf (SHV)	0.1	$53M		475k	110.63	View chart
Applied Matls Stock (AMAT)	0.1	$52M	+11%	258k	202.05	View chart
Vanguard Index Fds Stock (VBR)	0.1	$52M		259k	200.78	View chart
Automatic Data Processing In Stock (ADP)	0.1	$51M	+11%	184k	276.78	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$51M	+19%	203k	248.50	View chart
Ishares Tr Etf (STIP)	0.1	$49M	+2%	482k	100.96	View chart
Comcast Corporation (CMCSA)	0.1	$48M	+14%	1.2M	41.77	View chart
Paychex Stock (PAYX)	0.1	$48M		360k	134.19	View chart
Deere & Co Stock (DE)	0.1	$48M	+5%	115k	417.36	View chart
Cintas Corporation (CTAS)	0.1	$48M	+464%	234k	205.88	View chart
Vanguard Index Fds Etf (VOT)	0.1	$47M		194k	243.47	View chart
Wells Fargo Stock (WFC)	0.1	$47M	+11%	834k	56.49	View chart
Booking Holdings Stock (BKNG)	0.1	$47M	+10%	11k	4212.27	View chart
Ishares Tr Etf (USHY)	0.1	$46M	+4%	1.2M	37.65	View chart
Vanguard Bd Index Fds Etf (BIV)	0.1	$46M	+12%	591k	78.37	View chart
Alibaba Group Hldg Stock (BABA)	0.1	$46M	-7%	436k	106.12	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$46M	+38%	891k	51.74	View chart
New Mtn Fin Corp Stock (NMFC)	0.1	$46M	+2%	3.8M	11.98	View chart
Builders Firstsource Stock (BLDR)	0.1	$46M	+77%	236k	193.86	View chart
Vanguard Admiral Fds Etf (VIOO)	0.1	$46M		422k	108.18	View chart
Ishares Tr Etf (IJK)	0.1	$46M	+8%	495k	91.93	View chart
Ishares Tr Etf (ACWX)	0.1	$45M	+4%	792k	57.22	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$44M	+10%	214k	207.60	View chart
Ishares Tr Etf (OEF)	0.1	$44M	+390%	160k	276.76	View chart
Vanguard Intl Equity Index F Etf (VT)	0.1	$44M	+2%	369k	119.70	View chart
Tidewater Stock (TDW)	0.1	$44M	+173%	608k	71.79	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$43M	+50%	823k	52.13	View chart
Ameriprise Finl Stock (AMP)	0.1	$42M	+47%	89k	469.81	View chart
Air Prods & Chems Stock (APD)	0.1	$42M	+5%	141k	297.74	View chart
Intercontinental Exchange In Stock (ICE)	0.1	$42M	+27%	259k	160.64	View chart
American Wtr Wks Stock (AWK)	0.1	$41M	+37%	282k	146.24	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$41M		589k	70.06	View chart
American Express Stock (AXP)	0.1	$41M	+23%	151k	271.20	View chart
Progressive Corp Stock (PGR)	0.1	$41M	+50%	160k	253.76	View chart
Tetra Tech Stock (TTEK)	0.1	$40M	+395%	857k	47.16	View chart
Align Technology Stock (ALGN)	0.1	$40M	-5%	158k	254.32	View chart
Parker-Hannifin Corporation (PH)	0.1	$40M	+44%	63k	631.82	View chart
Quanta Svcs Stock (PWR)	0.1	$40M	+165%	134k	298.15	View chart
Goldman Sachs Etf Tr Etf (GSIE)	0.1	$40M	+7%	1.1M	36.17	View chart
Dimensional Etf Trust Etf (DFAT)	0.1	$39M	+6%	708k	55.63	View chart
Goldman Sachs Group Stock (GS)	0.1	$39M	+12%	79k	495.10	View chart
Cvs Health Corp Stock (CVS)	0.1	$39M	-14%	618k	62.88	View chart
Ishares Tr Etf (IJT)	0.1	$39M	+6%	278k	139.49	View chart
Tractor Supply Stock (TSCO)	0.1	$39M	+4%	133k	290.93	View chart
Dimensional Etf Trust Etf (DFUS)	0.1	$38M	+3%	608k	62.20	View chart
The Cigna Group Stock (CI)	0.1	$38M	+23%	109k	346.44	View chart
Ecolab Stock (ECL)	0.1	$38M	+23%	147k	255.36	View chart
Cummins Stock (CMI)	0.1	$37M	+13%	116k	323.79	View chart
Ishares Tr Etf (IWD)	0.1	$37M	+3%	196k	189.80	View chart
Proshares Tr Etf (NOBL)	0.1	$37M	+10%	347k	106.76	View chart
Eaton (ETN)	0.1	$37M	+29%	110k	331.44	View chart
Novartis Stock (NVS)	0.1	$36M	+17%	316k	115.02	View chart
Nike Stock (NKE)	0.1	$36M	+2%	410k	88.43	View chart
On Hldg Stock (ONON)	0.1	$36M	+189%	720k	50.15	View chart
Ishares Tr Etf (SUB)	0.1	$36M	+17%	335k	106.19	View chart
Starbucks Corporation (SBUX)	0.1	$35M	+11%	354k	97.49	View chart
At&t Stock (T)	0.1	$34M	+16%	1.6M	22.00	View chart
Vanguard Scottsdale Fds Etf (VTHR)	0.1	$34M	-2%	134k	253.67	View chart
Vanguard World Stock (VHT)	0.1	$34M		121k	282.21	View chart
Trane Technologies Stock (TT)	0.1	$34M	+40%	87k	388.73	View chart
Elevance Health Stock (ELV)	0.1	$34M	+19%	65k	520.00	View chart
Asml Holding N V Stock (ASML)	0.1	$34M	+22%	40k	833.25	View chart
Vaneck Etf Trust Etf (MOAT)	0.1	$33M	-3%	344k	96.95	View chart
Chipotle Mexican Grill Stock (CMG)	0.1	$33M	+17%	572k	57.62	View chart
Roper Technologies Stock (ROP)	0.1	$33M	+6%	59k	556.44	View chart
Discover Finl Svcs Stock (DFS)	0.1	$33M	-15%	234k	140.29	View chart
Uber Technologies Stock (UBER)	0.1	$32M	+36%	430k	75.16	View chart
Duke Energy Corp Stock (DUK)	0.1	$32M	+7%	278k	115.30	View chart
Sherwin Williams Stock (SHW)	0.1	$32M	+6%	84k	381.67	View chart
Us Bancorp Del Stock (USB)	0.1	$32M	+16%	697k	45.74	View chart
Amplify Etf Tr Blackswan Iswn (ISWN)	0.1	$32M	-2%	1.6M	20.50	View chart
Semler Scientific Stock (SMLR)	0.1	$32M	+91%	1.3M	23.55	View chart
Constellation Brands Stock (STZ)	0.1	$31M	+10%	122k	257.69	View chart
Lam Research Corp Stock (LRCX)	0.1	$31M		38k	816.09	View chart
Philip Morris Intl Stock (PM)	0.1	$31M	-5%	252k	121.43	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$31M		348k	87.80	View chart
Pimco Etf Tr Etf (MINT)	0.1	$30M	-21%	302k	100.69	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$30M	+7%	213k	142.32	View chart
Vanguard Malvern Fds Etf (VTIP)	0.1	$30M	+49%	613k	49.31	View chart
American Tower Corp Stock (AMT)	0.1	$30M	+36%	129k	232.56	View chart
Autodesk Stock (ADSK)	0.1	$30M	-17%	109k	275.48	View chart
J P Morgan Exchange Traded F Etf (JMST)	0.1	$30M	+6%	588k	50.94	View chart
Zoetis Stock (ZTS)	0.1	$30M	+29%	153k	195.38	View chart
Vanguard Scottsdale Fds Etf (VONG)	0.1	$30M	+3%	308k	96.52	View chart
Spdr Dow Jones Indl Average Etf (DIA)	0.1	$30M	+5%	70k	423.14	View chart
Trex Stock (TREX)	0.1	$29M	-13%	442k	66.58	View chart

Past Filings by Cerity Partners

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

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
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

View all past filings

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