HPM Partners
Latest statistics and disclosures from Cerity Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, SPY, AAPL, ITW, MSFT, and represent 26.86% of Cerity Partners's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$399M), V (+$47M), VEU (+$38M), SPY (+$36M), UNH (+$35M), DIS (+$35M), UNP (+$31M), VHT (+$25M), DSI (+$24M), IWV (+$22M).
- Started 141 new stock positions in TAP, CNP, CHNG, FTI, GLW, USFD, COO, TSN, CE, BRO.
- Reduced shares in these 10 stocks: ITW (-$45M), CVS (-$35M), NTRS (-$18M), XPND (-$17M), JNJ (-$13M), SCHZ (-$12M), MPC (-$11M), BAC (-$8.5M), SBUX (-$6.7M), SGFY (-$6.7M).
- Sold out of its positions in ABB, SIVR, AEG, AGI, ALLY, ACH, BLOK, APPN, APLE, ATHX.
- Cerity Partners was a net buyer of stock by $876M.
- Cerity Partners has $6.4B in assets under management (AUM), dropping by -2.04%.
- 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
Companies in the Cerity Partners portfolio as of the March 2022 quarterly 13F filing
Cerity Partners has 940 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Cerity Partners March 31, 2022 positions
- Download the Cerity Partners March 2022 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Vanguard Index Fds Stock (VOO) | 9.7 | $623M | +178% | 1.5M | 413.44 | |
Spdr S&p 500 Etf Tr Stock (SPY) | 6.7 | $433M | +9% | 1.6M | 271.94 | |
Apple Stock (AAPL) | 4.4 | $282M | 1.7M | 163.60 | ||
Illinois Tool Works (ITW) | 3.5 | $225M | -16% | 1.1M | 209.40 | |
Microsoft Corp Stock (MSFT) | 2.6 | $166M | +2% | 566k | 294.07 | |
Ishares Tr Stock (IEFA) | 2.5 | $164M | +7% | 3.6M | 45.50 | |
Amazon Stock (AMZN) | 1.8 | $113M | 36k | 3154.80 | ||
Alphabet Inc Class C cs (GOOG) | 1.4 | $90M | -2% | 33k | 2741.83 | |
Northern Trust Corporation (NTRS) | 1.4 | $88M | -17% | 755k | 116.45 | |
Gds Holdings ads (GDS) | 1.1 | $73M | 1.9M | 39.25 | ||
NVIDIA Corporation (NVDA) | 1.0 | $65M | -5% | 243k | 268.99 | |
Ishares Tr Stock (IVV) | 1.0 | $63M | +8% | 659k | 95.86 | |
iShares S&P NA Tech. Sec. Idx (IGM) | 1.0 | $63M | 192k | 327.50 | ||
Jpmorgan Chase & Co Stock (JPM) | 1.0 | $62M | +8% | 466k | 132.98 | |
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Thermo Fisher Scientific (TMO) | 0.9 | $60M | +3% | 103k | 583.37 | |
Vanguard Intl Equity Index F Stock (VWO) | 0.9 | $58M | +41% | 1.4M | 41.36 | |
Berkshire Hathaway Inc Del Stock (BRK.B) | 0.8 | $54M | +48% | 168k | 321.58 | |
Home Depot Stock (HD) | 0.8 | $52M | +4% | 177k | 294.62 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.8 | $52M | 685k | 75.86 | ||
Vanguard Intl Equity Index F Etf (VEU) | 0.8 | $52M | +273% | 1.0M | 49.84 | |
Visa Stock (V) | 0.8 | $51M | +1280% | 234k | 217.06 | |
Johnson & Johnson Stock (JNJ) | 0.8 | $49M | -20% | 293k | 168.92 | |
Facebook Inc cl a (FB) | 0.8 | $49M | +13% | 226k | 216.52 | |
Vanguard Index Fds Etf (VTV) | 0.7 | $48M | +56% | 336k | 141.83 | |
Vanguard Tax-managed Intl Stock (VEA) | 0.7 | $47M | 4.5M | 10.39 | ||
iShares MSCI EAFE Index Fund (EFA) | 0.7 | $47M | +5% | 804k | 58.15 | |
Vanguard Admiral Fds Inc cmn (VIOO) | 0.7 | $45M | 230k | 198.03 | ||
Alphabet Stock (GOOGL) | 0.7 | $44M | +2% | 17k | 2653.68 | |
Abbvie (ABBV) | 0.7 | $43M | +6% | 275k | 157.51 | |
CVS Caremark Corporation (CVS) | 0.7 | $42M | -45% | 415k | 101.21 | |
Procter & Gamble Company (PG) | 0.6 | $42M | +4% | 279k | 149.64 | |
Vanguard Scottsdale Fds cmn (VONE) | 0.6 | $41M | +14% | 197k | 207.19 | |
Ishares Tr Stock (IWM) | 0.6 | $40M | +40% | 200k | 200.52 | |
UnitedHealth (UNH) | 0.6 | $40M | +788% | 79k | 497.53 | |
Disney Walt Stock (DIS) | 0.6 | $38M | +935% | 283k | 135.44 | |
Ishares Stock (IEMG) | 0.6 | $37M | +12% | 1.2M | 30.20 | |
Golub Cap Bdc Stock (GBDC) | 0.6 | $36M | +90% | 2.3M | 15.21 | |
Proshares Tr S&p 500 Aristo (NOBL) | 0.5 | $34M | -2% | 360k | 94.91 | |
Union Pacific Corporation (UNP) | 0.5 | $33M | +1849% | 124k | 267.11 | |
Costco Wholesale Corporation (COST) | 0.5 | $33M | 61k | 543.02 | ||
Spdr Gold Tr Stock (GLD) | 0.5 | $32M | -10% | 289k | 111.30 | |
Tesla Stock (TSLA) | 0.5 | $32M | 45k | 710.41 | ||
Danaher Corporation (DHR) | 0.5 | $32M | -6% | 112k | 285.85 | |
Qualcomm (QCOM) | 0.5 | $31M | +4% | 206k | 150.84 | |
Cisco Systems (CSCO) | 0.5 | $30M | 559k | 53.98 | ||
Nextera Energy (NEE) | 0.4 | $28M | +6% | 339k | 82.74 | |
Bk Of America Corp Stock (BAC) | 0.4 | $28M | -23% | 693k | 40.28 | |
Select Sector Spdr Tr Stock (XLI) | 0.4 | $28M | +206% | 268k | 102.98 | |
Pepsico Stock (PEP) | 0.4 | $28M | 168k | 164.43 | ||
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.4 | $27M | 255k | 107.47 | ||
Honeywell International (HON) | 0.4 | $27M | +2% | 141k | 192.79 | |
Accenture (ACN) | 0.4 | $27M | -2% | 82k | 330.90 | |
Select Sector Spdr Tr Stock (XLF) | 0.4 | $27M | +196% | 701k | 38.32 | |
Merck & Co (MRK) | 0.4 | $27M | -5% | 330k | 80.41 | |
Adobe Systems Incorporated (ADBE) | 0.4 | $26M | +3% | 59k | 448.57 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.4 | $25M | +1315% | 293k | 86.62 | |
Vanguard World Fds Etf (VHT) | 0.4 | $25M | +4866400% | 97k | 254.38 | |
Broadcom (AVGO) | 0.4 | $25M | 40k | 616.26 | ||
Camden Ppty Tr Reit (CPT) | 0.4 | $24M | 147k | 166.20 | ||
Ishares Tr Etf (IWV) | 0.4 | $24M | +968% | 92k | 262.36 | |
Ishares Tr Etf (GVI) | 0.4 | $23M | 216k | 108.53 | ||
Paypal Holdings (PYPL) | 0.3 | $22M | -2% | 197k | 111.64 | |
Paychex (PAYX) | 0.3 | $21M | +2% | 157k | 136.48 | |
Vanguard Total Bond Market ETF (BND) | 0.3 | $21M | -5% | 265k | 79.54 | |
Chevron Corp Stock (CVX) | 0.3 | $21M | -4% | 133k | 154.23 | |
Vanguard Index Fds Etf (VUG) | 0.3 | $20M | +1966% | 77k | 262.33 | |
Comcast Corp Stock (CMCSA) | 0.3 | $19M | +7% | 415k | 45.95 | |
Goldman Sachs Etf Tr Etf (GSIE) | 0.3 | $19M | +8% | 567k | 32.73 | |
Alphatec Hldgs Stock (ATEC) | 0.3 | $18M | 1.6M | 11.50 | ||
Vanguard Scottsdale Fds Etf (VTHR) | 0.3 | $18M | NEW | 93k | 190.26 | |
S&p Global (SPGI) | 0.3 | $18M | +30% | 44k | 401.13 | |
Advanced Micro Devices (AMD) | 0.3 | $18M | +36% | 163k | 107.80 | |
Bristol Myers Squibb (BMY) | 0.3 | $17M | +13% | 247k | 70.61 | |
Steris Stock (STE) | 0.3 | $17M | +4% | 71k | 241.77 | |
salesforce (CRM) | 0.3 | $17M | +7% | 83k | 207.49 | |
Ishares Tr Stock (AGG) | 0.3 | $17M | +646% | 163k | 105.42 | |
Goldman Sachs (GS) | 0.3 | $16M | +7% | 50k | 330.11 | |
TJX Companies (TJX) | 0.3 | $16M | 268k | 60.58 | ||
Marsh & McLennan Companies (MMC) | 0.2 | $16M | -14% | 94k | 170.41 | |
Boeing Stock (BA) | 0.2 | $16M | -7% | 86k | 183.62 | |
Jacobs Engr Group Stock (J) | 0.2 | $16M | +2% | 114k | 137.82 | |
Vanguard Index Fds Stock (VNQ) | 0.2 | $16M | +124% | 239k | 64.85 | |
iShares MSCI EMU Index (EZU) | 0.2 | $16M | 357k | 43.27 | ||
Ishares Tr Etf (EMB) | 0.2 | $15M | -9% | 158k | 97.76 | |
Ishares Tr Stock (OEF) | 0.2 | $15M | -4% | 75k | 201.81 | |
Mcdonalds Corp Stock (MCD) | 0.2 | $15M | +2% | 63k | 242.08 | |
Ishares Tr Etf (ACWX) | 0.2 | $14M | +627% | 275k | 52.27 | |
Ishares Tr Stock (LQD) | 0.2 | $14M | +15% | 119k | 120.95 | |
Exxon Mobil Corp Stock (XOM) | 0.2 | $14M | -5% | 187k | 75.95 | |
Schwab U S Broad Market ETF (SCHB) | 0.2 | $14M | +73% | 271k | 52.35 | |
Sherwin-Williams Company (SHW) | 0.2 | $14M | +7% | 57k | 249.62 | |
Dow (DOW) | 0.2 | $14M | +3% | 218k | 63.72 | |
Deere & Co Stock (DE) | 0.2 | $14M | +151% | 34k | 404.71 | |
Prologis Reit (PLD) | 0.2 | $14M | +12% | 87k | 158.08 | |
Broadmark Rlty Cap Stock (BRMK) | 0.2 | $14M | -21% | 1.6M | 8.65 | |
Nxp Semiconductors N V (NXPI) | 0.2 | $13M | +13% | 72k | 185.10 | |
Chubb (CB) | 0.2 | $13M | +8% | 62k | 213.90 | |
Ishares Tr Etf (QUAL) | 0.2 | $13M | 98k | 134.63 | ||
Schwab Strategic Tr Stock (SCHE) | 0.2 | $13M | -5% | 470k | 27.77 | |
Generac Holdings (GNRC) | 0.2 | $13M | 43k | 297.27 | ||
Select Sector Spdr Tr Etf (XLB) | 0.2 | $13M | 144k | 88.15 | ||
Viacomcbs (PARA) | 0.2 | $13M | +6629% | 331k | 37.81 | |
Solaredge Technologies (SEDG) | 0.2 | $13M | 39k | 322.35 | ||
Stryker Corporation (SYK) | 0.2 | $12M | -2% | 47k | 261.55 | |
Ishares Tr Stock (SHY) | 0.2 | $12M | +13% | 150k | 80.56 | |
Starbucks Corporation (SBUX) | 0.2 | $12M | -35% | 132k | 90.97 | |
BlackRock (BLK) | 0.2 | $12M | +7% | 16k | 764.18 | |
Fifth Third Ban (FITB) | 0.2 | $12M | 276k | 43.04 | ||
Kinder Morgan Inc Del Stock (KMI) | 0.2 | $12M | +46% | 624k | 18.91 | |
Ishares Tr Stock (IJR) | 0.2 | $12M | +3% | 649k | 18.16 | |
Cintas Corporation (CTAS) | 0.2 | $12M | -3% | 27k | 425.37 | |
Vanguard Index Fds Stock (VB) | 0.2 | $11M | +48% | 55k | 206.61 | |
iShares Russell 1000 Index (IWB) | 0.2 | $11M | +2% | 567k | 19.77 | |
Ishares Tr Etf (ICF) | 0.2 | $11M | 158k | 71.01 | ||
Pfizer Stock (PFE) | 0.2 | $11M | +6% | 223k | 49.04 | |
Abbott Laboratories (ABT) | 0.2 | $11M | -5% | 98k | 111.25 | |
Estee Lauder Companies (EL) | 0.2 | $11M | 39k | 272.35 | ||
Ishares Tr Stock (ACWI) | 0.2 | $11M | +58% | 106k | 99.81 | |
Vanguard Index Fds Stock (VTI) | 0.2 | $10M | +21% | 100k | 104.23 | |
Enbridge (ENB) | 0.2 | $10M | 224k | 46.08 | ||
Texas Instruments Incorporated (TXN) | 0.2 | $10M | +8% | 58k | 174.32 | |
Citigroup (C) | 0.2 | $10M | 189k | 53.40 | ||
Mondelez Intl Stock (MDLZ) | 0.2 | $9.8M | +2% | 156k | 62.79 | |
Twilio Inc cl a (TWLO) | 0.2 | $9.7M | +5% | 59k | 164.84 | |
MasterCard Incorporated (MA) | 0.1 | $9.6M | +9% | 29k | 330.07 | |
Nike (NKE) | 0.1 | $9.6M | +2% | 71k | 134.58 | |
Medtronic (MDT) | 0.1 | $9.5M | +12% | 89k | 107.25 | |
Alibaba Group Hldg Stock (BABA) | 0.1 | $9.5M | 88k | 108.78 | ||
Intuit (INTU) | 0.1 | $9.4M | -3% | 20k | 469.38 | |
Spdr S&p Midcap 400 Etf Tr Etf (MDY) | 0.1 | $9.1M | +58% | 19k | 467.80 | |
Ishares Etf (EPP) | 0.1 | $9.0M | +20% | 184k | 49.22 | |
Invesco Exch Traded Fd Tr Ii Etf (PGHY) | 0.1 | $9.0M | -3% | 449k | 19.94 | |
Dover Corporation (DOV) | 0.1 | $8.9M | +5% | 56k | 156.90 | |
Schwab Strategic Tr Stock (SCHA) | 0.1 | $8.7M | +92% | 184k | 47.36 | |
Norfolk Southern (NSC) | 0.1 | $8.6M | 31k | 278.61 | ||
American Tower Reit (AMT) | 0.1 | $8.6M | +13% | 35k | 244.32 | |
Walgreen Boots Alliance (WBA) | 0.1 | $8.6M | +11810% | 192k | 44.76 | |
American Water Works (AWK) | 0.1 | $8.4M | +3% | 51k | 165.52 | |
Vanguard Mun Bd Fds Stock (VTEB) | 0.1 | $8.3M | +157% | 175k | 47.43 | |
Emerson Electric (EMR) | 0.1 | $8.3M | 87k | 95.66 | ||
First Republic Bank/san F (FRC) | 0.1 | $8.2M | +33% | 79k | 104.43 | |
Charles Schwab Corporation (SCHW) | 0.1 | $8.0M | -3% | 116k | 69.40 | |
Ishares Tr Etf (IWR) | 0.1 | $8.0M | -21% | 102k | 78.04 | |
Spdr Ser Tr Etf (XOP) | 0.1 | $8.0M | +3% | 59k | 134.54 | |
Vanguard Index Fds Stock (VO) | 0.1 | $7.9M | +3348% | 36k | 219.77 | |
Vanguard Total World Stock Idx (VT) | 0.1 | $7.8M | -22% | 77k | 101.29 | |
Amgen (AMGN) | 0.1 | $7.8M | +8% | 36k | 217.65 | |
iShares S&P MidCap 400 Index (IJH) | 0.1 | $7.6M | +48% | 29k | 268.32 | |
Ameriprise Financial (AMP) | 0.1 | $7.6M | -19% | 25k | 300.43 | |
Oracle Corporation (ORCL) | 0.1 | $7.5M | +4% | 98k | 76.61 | |
Intel Corp Stock (INTC) | 0.1 | $7.5M | +9% | 163k | 46.01 | |
Eli Lilly & Co. (LLY) | 0.1 | $7.5M | +26% | 29k | 257.39 | |
Spdr Dow Jones Indl Average Etf (DIA) | 0.1 | $7.5M | +50% | 25k | 297.98 | |
Philip Morris Intl Stock (PM) | 0.1 | $7.5M | +3% | 79k | 93.94 | |
Ishares Tr Etf (ESGU) | 0.1 | $7.4M | +240% | 73k | 101.35 | |
Constellation Brands (STZ) | 0.1 | $7.3M | 32k | 230.29 | ||
Schwab Strategic Tr Etf (SCHP) | 0.1 | $7.3M | -3% | 120k | 60.70 | |
Ishares Tr Stock (IWF) | 0.1 | $7.2M | +19% | 33k | 219.92 | |
Walmart Stock (WMT) | 0.1 | $7.1M | +74% | 51k | 138.82 | |
Ishares Tr Etf (HYG) | 0.1 | $7.1M | -28% | 86k | 82.29 | |
Ishares Tr Stock (MUB) | 0.1 | $7.0M | -11% | 64k | 109.65 | |
United Parcel Service (UPS) | 0.1 | $6.9M | +48% | 86k | 80.40 | |
Maximus (MMS) | 0.1 | $6.9M | -23% | 92k | 74.94 | |
iShares S&P 500 Growth Index (IVW) | 0.1 | $6.8M | +2% | 89k | 76.36 | |
Coca-Cola Company (KO) | 0.1 | $6.6M | -5% | 121k | 54.42 | |
Teleflex Incorporated (TFX) | 0.1 | $6.5M | +17% | 19k | 354.82 | |
Charles Riv Labs Intl Stock (CRL) | 0.1 | $6.4M | NEW | 23k | 284.00 | |
Vaneck Etf Trust Etf (MOAT) | 0.1 | $6.4M | 86k | 74.70 | ||
Allogene Therapeutics Stock (ALLO) | 0.1 | $6.4M | 701k | 9.11 | ||
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) | 0.1 | $6.2M | -2% | 116k | 53.46 | |
Lennar Corporation (LEN) | 0.1 | $6.0M | -2% | 75k | 81.15 | |
Berry Global Group Stock (BERY) | 0.1 | $6.0M | 104k | 57.96 | ||
Crown Castle Intl (CCI) | 0.1 | $6.0M | +11% | 33k | 184.55 | |
Servicenow (NOW) | 0.1 | $6.0M | -12% | 11k | 557.05 | |
Spdr Ser Tr Etf (SPTL) | 0.1 | $6.0M | 158k | 37.82 | ||
Wynn Resorts (WYNN) | 0.1 | $6.0M | +18% | 75k | 79.73 | |
Spdr Ser Tr Stock (SPSB) | 0.1 | $5.9M | +16% | 196k | 30.13 | |
Vanguard Scottsdale Fds Etf (VGIT) | 0.1 | $5.8M | -33% | 92k | 62.91 | |
Everest Re Group (RE) | 0.1 | $5.7M | -5% | 19k | 301.48 | |
Marriott International (MAR) | 0.1 | $5.7M | +3% | 32k | 175.73 | |
Schwab International Equity ETF (SCHF) | 0.1 | $5.7M | +5% | 163k | 34.77 | |
Linde (LIN) | 0.1 | $5.6M | +7% | 18k | 319.46 | |
Automatic Data Processing (ADP) | 0.1 | $5.6M | -10% | 27k | 204.35 | |
Ishares Tr Stock (EEM) | 0.1 | $5.5M | -9% | 121k | 45.15 | |
Steel Dynamics (STLD) | 0.1 | $5.4M | +6% | 65k | 83.43 | |
Schwab Strategic Tr Stock (SCHX) | 0.1 | $5.4M | +110% | 100k | 53.84 | |
Intercontinental Exchange (ICE) | 0.1 | $5.4M | +9% | 42k | 127.01 | |
Vanguard Scottsdale Fds Etf (VCSH) | 0.1 | $5.2M | +2% | 67k | 78.09 | |
3M Company (MMM) | 0.1 | $5.1M | +3% | 37k | 139.46 | |
Ssga Active Etf Tr Stock (TOTL) | 0.1 | $5.1M | -36% | 113k | 44.77 | |
Palo Alto Networks (PANW) | 0.1 | $5.0M | +50% | 8.1k | 622.60 | |
Vanguard Esg U.s. Stock Etf etf (ESGV) | 0.1 | $5.0M | +22% | 91k | 55.25 | |
Vertiv Holdings Stock (VRT) | 0.1 | $5.0M | 358k | 14.00 | ||
Spdr Index Shs Fds Etf (RWO) | 0.1 | $5.0M | 92k | 54.01 | ||
Cme (CME) | 0.1 | $5.0M | +84% | 21k | 237.87 | |
Ametek (AME) | 0.1 | $4.9M | +4% | 37k | 133.13 | |
Analog Devices (ADI) | 0.1 | $4.9M | 32k | 152.45 | ||
Microchip Technology (MCHP) | 0.1 | $4.9M | +2% | 65k | 75.14 | |
Dbx Etf Tr Etf (DBEU) | 0.1 | $4.8M | +18% | 141k | 34.42 | |
Blackstone Stock (BX) | 0.1 | $4.8M | +316% | 38k | 126.93 | |
Ishares Tr Stock (ICSH) | 0.1 | $4.8M | +17% | 95k | 50.15 | |
Truist Financial Corp equities (TFC) | 0.1 | $4.7M | -3% | 83k | 56.68 | |
Vanguard Index Fds Etf (VXF) | 0.1 | $4.7M | +1204% | 28k | 165.64 | |
Iqvia Holdings (IQV) | 0.1 | $4.6M | -6% | 20k | 231.24 | |
Netflix (NFLX) | 0.1 | $4.6M | -57% | 13k | 347.04 | |
Schwab Strategic Tr Etf (SCHH) | 0.1 | $4.6M | +18% | 184k | 24.89 | |
Verizon Communications Stock (VZ) | 0.1 | $4.5M | +882% | 99k | 45.50 | |
Zimmer Holdings (ZBH) | 0.1 | $4.5M | +59% | 35k | 127.95 | |
Owl Rock Capital Corporation Stock (ORCC) | 0.1 | $4.4M | +220% | 298k | 14.78 | |
Regeneron Pharmaceuticals (REGN) | 0.1 | $4.4M | -30% | 6.2k | 698.41 | |
Wells Fargo & Company (WFC) | 0.1 | $4.4M | +1454% | 90k | 48.46 | |
Vanguard Bd Index Fds Etf (BIV) | 0.1 | $4.3M | 52k | 81.90 | ||
Ishares Tr Etf (USMV) | 0.1 | $4.2M | +3% | 54k | 77.58 | |
Ishares Tr Stock (PFF) | 0.1 | $4.2M | +119% | 115k | 36.42 | |
Goldman Sachs Bdc Stock (GSBD) | 0.1 | $4.2M | -2% | 214k | 19.61 | |
Spdr Index Shs Fds Stock (GNR) | 0.1 | $4.1M | +6% | 66k | 62.78 | |
Gilead Sciences (GILD) | 0.1 | $4.1M | -6% | 69k | 59.43 | |
Select Sector Spdr Tr Stock (XLK) | 0.1 | $4.1M | +3% | 42k | 97.99 | |
Vanguard Charlotte Fds Etf (BNDX) | 0.1 | $4.1M | +6% | 78k | 52.45 | |
Select Sector Spdr Tr Stock (XLE) | 0.1 | $4.1M | -61% | 53k | 76.44 | |
General Motors Company (GM) | 0.1 | $4.1M | -7% | 93k | 43.73 | |
Datadog Inc Cl A (DDOG) | 0.1 | $4.0M | -2% | 27k | 151.47 | |
Boston Scientific Corporation (BSX) | 0.1 | $4.0M | -3% | 90k | 44.29 | |
Becton, Dickinson and (BDX) | 0.1 | $4.0M | +21% | 17k | 239.69 | |
At&t Stock (T) | 0.1 | $4.0M | +24% | 179k | 22.16 | |
Vanguard Whitehall Fds Stock (VYM) | 0.1 | $3.9M | +384% | 35k | 112.26 | |
Bio-techne Corporation (TECH) | 0.1 | $3.9M | +2% | 9.0k | 433.13 | |
Enterprise Prods Partners L Stock (EPD) | 0.1 | $3.9M | -49% | 163k | 23.80 | |
Altria Group Stock (MO) | 0.1 | $3.8M | +5% | 74k | 52.24 | |
Discover Financial Services (DFS) | 0.1 | $3.8M | -22% | 34k | 110.24 | |
Applied Materials (AMAT) | 0.1 | $3.7M | +5% | 35k | 108.13 | |
Monro Stock (MNRO) | 0.1 | $3.6M | 82k | 44.34 | ||
Plug Power (PLUG) | 0.1 | $3.6M | NEW | 126k | 28.60 | |
Cdw (CDW) | 0.1 | $3.6M | +108% | 20k | 178.86 | |
Dbx Etf Tr Etf (DBEF) | 0.1 | $3.5M | +3% | 94k | 37.72 | |
Invesco Exchange Traded Fd T Stock (RSP) | 0.1 | $3.5M | +65% | 25k | 142.77 | |
Valero Energy Corporation (VLO) | 0.1 | $3.5M | +2019% | 35k | 101.55 | |
Ishares Tr Etf (IWD) | 0.1 | $3.5M | +6% | 79k | 44.15 | |
Avery Dennison Corporation (AVY) | 0.1 | $3.4M | +40% | 20k | 173.95 | |
Air Products & Chemicals (APD) | 0.1 | $3.4M | -6% | 14k | 249.84 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.1 | $3.4M | -13% | 61k | 55.95 | |
FedEx Corporation (FDX) | 0.1 | $3.4M | 15k | 231.45 | ||
U.S. Bancorp (USB) | 0.1 | $3.4M | 63k | 53.14 | ||
International Business Machs Stock (IBM) | 0.1 | $3.3M | +20% | 29k | 115.94 | |
Marathon Pete Corp Stock (MPC) | 0.1 | $3.3M | -76% | 39k | 85.47 | |
Roper Industries (ROP) | 0.0 | $3.2M | +55% | 6.8k | 472.02 | |
Eaton (ETN) | 0.0 | $3.2M | +3% | 21k | 151.84 | |
Parker-Hannifin Corporation (PH) | 0.0 | $3.2M | -15% | 11k | 283.87 | |
Exelon Corporation (EXC) | 0.0 | $3.2M | 67k | 47.64 | ||
Cigna Corp (CI) | 0.0 | $3.2M | -11% | 13k | 239.54 |
Past Filings by Cerity Partners
SEC 13F filings are viewable for Cerity Partners going back to 2016
- 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
- Cerity Partners 2020 Q2 filed Aug. 14, 2020
- Cerity Partners 2020 Q1 filed May 14, 2020
- Cerity Partners 2019 Q4 filed Feb. 14, 2020
- Cerity Partners 2019 Q3 filed Oct. 30, 2019
- Cerity Partners 2019 Q2 filed Aug. 14, 2019
- Cerity Partners 2019 Q1 filed May 14, 2019
- Cerity Partners 2018 Q4 filed Feb. 6, 2019