HPM Partners

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

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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 1846 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Cerity Partners has 1846 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Ex Trd Eq Fd (DFAC) 7.5 $3.2B +2618% 3.8M 834.31
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ConocoPhillips (COP) 6.8 $2.9B +25% 167k 17204.99
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Permian Resources Corp Equities (PR) 5.5 $2.3B +20923% 250k 9352.23
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Dimensional Etf Trust Ex Trd Eq Fd (DFUS) 4.2 $1.8B +81% 95k 18645.83
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Apple Put Option (Principal) (AAPL) 4.1 $1.7B +11% 5.4M 321.19
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Johnson & Johnson Equities (JNJ) 4.0 $1.7B +16% 951k 1787.14
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Dimensional Etf Trust Equities (DFAS) 3.8 $1.6B +36% 140k 11679.43
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Dimensional Etf Trust Ex Trd Eq Fd (DFAT) 3.4 $1.4B +786% 526k 2706.24
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Microsoft Corporation (MSFT) 2.8 $1.2B +14% 2.2M 542.78
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Exxon Mobil Corp Equities (XOM) 1.8 $769M +19% 1.0M 755.06
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Vanguard Index Fds Ex Trd Eq Fd (VOO) 1.8 $764M +4% 1.9M 409.33
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $684M +84% 1.6M 436.30
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Ishares Tr Ex Trd Eq Fd (IVV) 1.2 $530M +147% 1.3M 417.84
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Procter & Gamble Company (PG) 1.1 $482M +394% 3.1M 156.33
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Vanguard Tax-managed Fds Ex Trd Eq Fd (VEA) 1.0 $437M +81% 9.6M 45.29
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Fidelity Comwlth Tr Equities (ONEQ) 1.0 $414M 12k 33732.77
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Berkshire Hathaway (BRK.B) 1.0 $409M +33% 445k 918.44
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Ishares Tr Ex Trd Eq Fd (IEFA) 1.0 $405M +32% 5.8M 69.29
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Credit Accep Corp Mich Stock (CACC) 0.9 $387M NEW 887k 436.04
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Amazon (AMZN) 0.7 $317M +18% 2.1M 147.24
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Walt Disney Company (DIS) 0.7 $300M +19% 1.0M 298.21
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Alphabet Equities (GOOG) 0.7 $282M +10% 1.6M 172.31
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Alphabet Equities (GOOGL) 0.7 $276M +20% 2.0M 135.13
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Illinois Tool Wks Equities (ITW) 0.6 $258M +14% 1.1M 244.67
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Chevron Corp Equities (CVX) 0.5 $225M +15% 994k 225.86
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Home Depot (HD) 0.5 $196M +2% 586k 334.05
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Marriott International (MAR) 0.5 $195M 35k 5635.34
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Vanguard World Fds Ex Trd Eq Fd (VGT) 0.5 $194M +540% 257k 752.30
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NVIDIA Corporation (NVDA) 0.5 $193M 433k 444.34
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Unitedhealth Group Equities (UNH) 0.4 $186M 385k 482.29
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Ishares Tr Ex Trd Eq Fd (IWF) 0.4 $181M +576% 574k 314.73
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J P Morgan Exchange Traded F Ex Td Bd (JPST) 0.4 $178M +601% 3.5M 50.32
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EOG Resources (EOG) 0.4 $170M +11% 70k 2433.40
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Ishares Tr Ex Trd Eq Fd (IWB) 0.4 $164M +284% 717k 229.12
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Ishares Tr Etf (ITOT) 0.4 $162M +2921% 1.8M 90.54
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JPMorgan Chase & Co. (JPM) 0.4 $162M +9% 1.2M 139.05
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Vanguard Index Fds Ex Trd Eq Fd (VTI) 0.4 $160M +97% 393k 407.08
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Visa (V) 0.4 $159M +16% 631k 252.07
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Ishares Tr Blackrock Ultra (ICSH) 0.4 $155M +14631% 3.1M 50.25
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Amgen Equities (AMGN) 0.4 $153M +21% 235k 653.14
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Qualcomm (QCOM) 0.4 $152M -8% 371k 409.74
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Caterpillar (CAT) 0.4 $152M +7% 147k 1032.02
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Schwab Strategic Tr Equities (SCHP) 0.4 $151M +1574% 2.8M 53.61
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Pepsico Equities (PEP) 0.4 $150M +17% 723k 206.95
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Vanguard World Equities (MGV) 0.4 $149M 4.3k 34995.08
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MasterCard Incorporated (MA) 0.3 $141M +13% 339k 415.37
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Ishares Ex Trd Eq Fd (IEMG) 0.3 $137M +48% 2.8M 49.60
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Cisco Systems (CSCO) 0.3 $137M +17% 2.3M 60.45
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Ishares Tr Short Treas Bd (SHV) 0.3 $135M +2742% 1.2M 110.50
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Merck & Co (MRK) 0.3 $124M +3% 1.0M 120.76
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Ishares Tr Ex Trd Eq Fd (IJR) 0.3 $121M +91% 1.3M 96.60
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SJW (SJW) 0.3 $121M 1.6M 76.13
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Costco Wholesale Corporation (COST) 0.3 $119M +10% 240k 496.82
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Vanguard World Fds Ex Trd Eq Fd (VHT) 0.3 $114M +27% 97k 1167.75
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Thermo Fisher Scientific (TMO) 0.3 $113M 195k 581.55
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Facebook Inc cl a (META) 0.3 $113M -3% 244k 462.94
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Mcdonalds Corp Equities (MCD) 0.2 $105M +21% 355k 296.56
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Vanguard Index Fds Ex Trd Eq Fd (VTV) 0.2 $105M +24% 632k 166.73
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Ishares Tr Ex Trd Eq Fd (IWM) 0.2 $103M +3% 527k 195.31
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Vanguard Mun Bd Fds Equities (VTEB) 0.2 $102M +92% 2.0M 50.66
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Genuine Parts Company (GPC) 0.2 $96M +6% 151k 636.88
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Abbott Labs Equities (ABT) 0.2 $96M +31% 879k 108.67
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CVS Caremark Corporation (CVS) 0.2 $95M -14% 914k 104.08
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Wal-Mart Stores (WMT) 0.2 $95M +7% 455k 208.99
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Ishares Tr Ex Trd Eq Fd (EFA) 0.2 $92M +15% 1.3M 71.72
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Abbvie Equities (ABBV) 0.2 $90M +24% 546k 165.53
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Adobe Systems Incorporated Equities (ADBE) 0.2 $90M +2% 229k 393.60
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Ishares Gold Tr Ex Trd Eq Fd (IAU) 0.2 $90M -5% 2.4M 37.38
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Emerson Electric (EMR) 0.2 $90M +10% 610k 147.03
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Broadcom (AVGO) 0.2 $88M 139k 634.36
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Invesco Qqq Tr Ex Trd Eq Fd (QQQ) 0.2 $87M NEW 272k 321.08
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Blackrock Equities (BLK) 0.2 $87M +11% 128k 681.98
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Lilly Eli & Co Equities (LLY) 0.2 $87M +4% 234k 369.16
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Raytheon Technologies Corp Equities (RTX) 0.2 $84M NEW 531k 157.39
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Intel Corp Equities (INTC) 0.2 $83M 898k 91.90
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Verizon Communications (VZ) 0.2 $83M +14% 1.1M 72.37
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Vanguard Intl Equity Index F Ex Trd Eq Fd (VWO) 0.2 $80M +17% 2.0M 40.38
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Vanguard Scottsdale Fds Equities (VCSH) 0.2 $80M +19% 1.0M 77.62
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Schwab Charles Corp Equities (SCHW) 0.2 $80M +24% 1.2M 67.17
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Accenture (ACN) 0.2 $79M 271k 290.59
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Palo Alto Networks (PANW) 0.2 $77M +2% 223k 345.97
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Tesla Motors (TSLA) 0.2 $77M 179k 430.44
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $77M +819% 734k 104.68
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Dimensional Etf Trust Ex Trd Eq Fd (DFUV) 0.2 $76M +2642% 2.3M 33.48
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Union Pacific Corporation (UNP) 0.2 $75M +12% 364k 205.55
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Ishares Tr Ex Trd Eq Fd (IJH) 0.2 $75M +254% 300k 249.45
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.2 $75M +16853% 1.8M 40.72
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Nike (NKE) 0.2 $73M +12% 425k 172.85
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Pfizer Equities (PFE) 0.2 $73M +22% 1.4M 53.08
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Dominion Energy Equities (D) 0.2 $72M -4% 216k 332.51
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Danaher Corporation (DHR) 0.2 $71M +2% 275k 256.77
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S&p Global (SPGI) 0.2 $70M +3% 64k 1100.56
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salesforce (CRM) 0.2 $70M 279k 252.53
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TJX Companies (TJX) 0.2 $70M +5% 879k 79.66
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Paypal Holdings (PYPL) 0.2 $70M +5% 476k 146.17
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Leidos Holdings Equities (LDOS) 0.2 $69M -13% 2.6k 26868.87
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Spdr Gold Tr Ex Trd Eq Fd (GLD) 0.2 $68M +5% 370k 183.29
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $68M 978k 69.23
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Ishares Tr Etf (IGM) 0.2 $68M +13% 199k 339.32
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Innovator Etfs Tr Etf (BJUN) 0.2 $67M +1539% 2.1M 32.00
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Kimberly-clark Corp Equities (KMB) 0.2 $67M +11% 156k 428.24
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Goldman Sachs (GS) 0.2 $67M +11% 69k 963.38
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Iqvia Holdings (IQV) 0.2 $66M 331k 199.36
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Cigna Corp (CI) 0.2 $65M +5% 58k 1125.23
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Vanguard Scottsdale Fds Etf (VONE) 0.2 $65M 348k 186.33
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Eagle Matls Equities (EXP) 0.2 $65M NEW 1.6k 39826.82
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Nextera Energy (NEE) 0.1 $62M 765k 81.08
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Texas Instruments Incorporated (TXN) 0.1 $62M +171% 292k 212.07
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Stryker Corporation (SYK) 0.1 $61M -4% 213k 286.77
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Ishares Tr Etf (QUAL) 0.1 $61M +154% 490k 123.38
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Dimensional Etf Trust Etf (DFIV) 0.1 $61M +17086% 1.9M 32.23
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Alps Etf Tr Ex Trd Eq Fd (AMLP) 0.1 $58M 90k 645.06
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Vanguard Specialized Funds Ex Trd Eq Fd (VIG) 0.1 $58M +25% 376k 153.97
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Kinder Morgan (KMI) 0.1 $57M +5% 1.6M 36.71
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Lockheed Martin Corp Equities (LMT) 0.1 $57M +5% 113k 507.29
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Honeywell International (HON) 0.1 $56M +36% 288k 194.78
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United Parcel Service (UPS) 0.1 $56M +6% 279k 200.44
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Vanguard Index Fds Ex Trd Eq Fd (VO) 0.1 $56M +17% 214k 260.43
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Analog Devices (ADI) 0.1 $55M 279k 197.15
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Intuit (INTU) 0.1 $55M +13% 113k 483.40
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Select Sector Spdr Tr Equities (XLE) 0.1 $55M 638k 85.43
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Bank of America Corporation (BAC) 0.1 $54M 1.8M 30.73
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Ishares Tr Ex Trd Eq Fd (IWD) 0.1 $53M +22% 348k 152.24
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Spdr Dow Jones Indl Average Ex Trd Eq Fd (DIA) 0.1 $52M +20% 50k 1039.64
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Amphenol Corp Equities (APH) 0.1 $52M 32k 1617.18
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Ishares Tr Ex Trd Eq Fd (IJJ) 0.1 $51M +3% 513k 98.95
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Applied Materials (AMAT) 0.1 $51M +23% 96k 526.45
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Northern Trust Corporation (NTRS) 0.1 $51M -3% 573k 88.10
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Vanguard Scottsdale Fds Etf (VGSH) 0.1 $51M +27% 862k 58.54
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Schwab Strategic Tr Ex Trd Eq Fd (SCHD) 0.1 $50M +1482% 687k 73.16
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Ishares Tr Equities (IWN) 0.1 $50M -3% 146k 342.92
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Select Sector Spdr Tr Ex Trd Eq Fd (XLI) 0.1 $50M 489k 101.16
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Journey Med Corp Equities (DERM) 0.1 $49M 25k 1920.00
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Deere & Company (DE) 0.1 $49M +24% 103k 472.03
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Vanguard Bd Index Fds Ex Td Bd (BND) 0.1 $48M +611% 300k 160.10
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New Mountain Finance Corp (NMFC) 0.1 $48M +4% 3.9M 12.17
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Vanguard Whitehall Fds Ex Trd Eq Fd (VYM) 0.1 $47M +64% 449k 105.49
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Oracle Corp Equities (ORCL) 0.1 $47M +27% 506k 93.07
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Altria Group Equities (MO) 0.1 $45M +12% 276k 164.46
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Philip Morris International (PM) 0.1 $45M +11% 158k 284.51
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Coca-Cola Company (KO) 0.1 $44M +10% 547k 80.51
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Ishares Tr Equities (SHY) 0.1 $43M +89% 526k 82.16
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Ishares Tr Ex Trd Eq Fd (IWO) 0.1 $43M 55k 771.60
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Vanguard Index Fds Ex Trd Eq Fd (VOE) 0.1 $43M +36% 16k 2582.97
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Five Below (FIVE) 0.1 $42M -3% 205k 205.97
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Bristol-myers Squibb Equities (BMY) 0.1 $42M +14% 544k 77.43
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Ishares Tr Ex Td Bd (SGOV) 0.1 $41M NEW 408k 100.58
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Vanguard Admiral Fds Etf (VIOO) 0.1 $41M +100% 460k 88.79
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Vanguard Index Fds Ex Trd Eq Fd (VOT) 0.1 $41M 20k 1995.38
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MercadoLibre (MELI) 0.1 $41M +3% 2.0k 20535.51
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Southern Company (SO) 0.1 $41M +4% 215k 188.34
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Spdr S&p Midcap 400 Etf Tr Ex Trd Eq Fd (MDY) 0.1 $41M +31% 88k 458.47
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Amkor Technology Equities (AMKR) 0.1 $40M NEW 2.8k 14562.91
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Advanced Micro Devices Equities (AMD) 0.1 $40M +12% 403k 100.21
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Starbucks Corp Equities (SBUX) 0.1 $39M +2% 343k 113.30
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Vanguard Index Fds Ex Trd Eq Fd (VNQ) 0.1 $39M +45% 466k 83.03
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Ishares Tr Ex Trd Eq Fd (IWR) 0.1 $38M -3% 548k 69.90
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Vanguard Index Fds Ex Trd Eq Fd (VUG) 0.1 $38M 100k 380.91
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Vanguard Index Fds Equities (VXF) 0.1 $38M +7% 271k 140.20
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Paychex (PAYX) 0.1 $38M 324k 116.71
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Schwab Strategic Tr Etf (SCHH) 0.1 $38M +255% 1.9M 19.50
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Boeing Company (BA) 0.1 $37M +8% 147k 252.27
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Comcast Corporation (CMCSA) 0.1 $36M +2% 793k 45.43
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $36M +5% 497k 72.25
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GDS HLDGS Stock (GDS) 0.1 $35M 1.9M 18.66
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Innovator Etfs Tr Etf (IAPR) 0.1 $35M +4785% 1.4M 24.51
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Fiserv Equities (FISV) 0.1 $35M +9% 297k 117.54
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Wisdomtree Tr Ex Trd Eq Fd (DGS) 0.1 $35M +2% 763k 45.40
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Vanguard Index Fds Ex Trd Eq Fd (VB) 0.1 $35M +10% 183k 189.51
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Slm Corp Equities (SLM) 0.1 $35M NEW 5.4k 6344.03
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J P Morgan Exchange Traded F Ex Td Bd (JMST) 0.1 $34M -12% 672k 50.75
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At&t (T) 0.1 $34M +11% 474k 71.80
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Crown Castle Intl (CCI) 0.1 $34M 222k 152.90
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Diamondback Energy (FANG) 0.1 $33M -33% 3.4k 9863.49
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Proshares Tr Etf (NOBL) 0.1 $33M 361k 91.24
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $32M -27% 324k 99.64
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Alibaba Group Holding (BABA) 0.1 $32M +4% 98k 328.18
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Monster Beverage Corp (MNST) 0.1 $32M +95% 590k 54.01
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Vanguard Index Fds Ex Trd Eq Fd (VBR) 0.1 $31M +11% 113k 276.71
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Norfolk Southern (NSC) 0.1 $31M +20% 134k 233.40
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Spdr Ser Tr Equities (XBI) 0.1 $31M +3% 11k 2803.47
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Automatic Data Processing (ADP) 0.1 $31M +2% 133k 230.54
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $31M +54% 572k 53.47
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Waste Management (WM) 0.1 $31M +12% 146k 208.72
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Taiwan Semiconductor Mfg (TSM) 0.1 $30M 325k 93.00
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Discover Financial Services (DFS) 0.1 $30M -8% 278k 108.56
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International Business Machs Equities (IBM) 0.1 $30M +36% 190k 158.43
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Fortinet (FTNT) 0.1 $30M NEW 431k 69.60
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Principal Financial (PFG) 0.1 $30M +25% 6.9k 4340.21
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Ishares Tr Ex Td Bd (GVI) 0.1 $30M +6% 285k 104.49
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Intuitive Surgical Com New (ISRG) 0.1 $30M -7% 101k 292.29
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Alphatec Hldgs Stock (ATEC) 0.1 $29M +5% 1.9M 15.60
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Golub Cap Bdc Stock (GBDC) 0.1 $29M 2.1M 13.56
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Align Technology (ALGN) 0.1 $29M 80k 357.75
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Schwab Strategic Tr Ex Trd Eq Fd (SCHG) 0.1 $29M 438k 65.16
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Ishares Tr Ex Trd Eq Fd (IQLT) 0.1 $29M +4% 799k 35.67
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Ishares Tr Equities (MUB) 0.1 $28M -12% 264k 107.74
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Epam Systems (EPAM) 0.1 $28M +9% 94k 299.00
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General Electric Equities (GE) 0.1 $28M +18% 84k 337.40
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Chubb (CB) 0.1 $28M 137k 201.35
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Marathon Pete Corp Equities (MPC) 0.1 $27M 108k 253.83
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Mondelez Intl Equities (MDLZ) 0.1 $27M +7% 375k 73.03
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Ishares Tr Equities (IHI) 0.1 $27M +469% 51k 534.79
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Elevance Health Equities (ELV) 0.1 $27M +2% 59k 456.13
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Air Products & Chemicals (APD) 0.1 $27M +17% 89k 304.60
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Blackstone Group Inc Com Cl A (BX) 0.1 $26M -10% 299k 87.80
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Shenandoah Telecommunications Company (SHEN) 0.1 $26M 1.4M 18.70
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Seagen Equities (SGEN) 0.1 $26M +29% 2.2k 12110.36
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Boston Scientific Corporation (BSX) 0.1 $26M +5% 474k 53.97
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FedEx Corporation (FDX) 0.1 $25M +15% 31k 812.47
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Ishares Tr Ex Trd Eq Fd (ACWX) 0.1 $25M +24% 513k 48.77
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Novartis (NVS) 0.1 $25M +229% 225k 110.69
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Autodesk (ADSK) 0.1 $25M +80% 123k 200.99
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Information Services (III) 0.1 $25M NEW 4.8M 5.09
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Pioneer Natural Resources (PXD) 0.1 $25M +14% 111k 220.93
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Albemarle Corporation (ALB) 0.1 $24M 32k 762.11
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Wec Energy Group (WEC) 0.1 $24M +7% 16k 1533.22
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Lowe's Companies (LOW) 0.1 $24M +17% 115k 210.41
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Valero Energy Corporation (VLO) 0.1 $24M +8% 58k 419.24
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Tractor Supply Company (TSCO) 0.1 $24M +9% 103k 235.04
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Linde 0.1 $24M NEW 68k 355.46
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Goldman Sachs Etf Tr Etf (GSIE) 0.1 $24M +7% 763k 30.81
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Vaneck Etf Trust Etf (MOAT) 0.1 $23M +6% 314k 73.83
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Servicenow (NOW) 0.1 $23M +17% 45k 503.45
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American Water Works (AWK) 0.1 $23M 156k 146.50
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Vanguard Scottsdale Fds Etf (VONV) 0.1 $23M +32% 338k 66.81
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Booking Holdings (BKNG) 0.1 $22M +21% 7.5k 2920.75
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Ssga Active Etf Tr Etf (TOTL) 0.1 $22M +96% 532k 41.03
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3M Equities (MMM) 0.1 $22M +35% 171k 127.95
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Vanguard Star Fds Ex Trd Eq Fd (VXUS) 0.1 $22M +332% 344k 62.68
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Oneok (OKE) 0.0 $21M +11% 21k 1003.74
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Lauder Estee Cos Cl A (EL) 0.0 $21M 82k 255.53
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Roper Industries (ROP) 0.0 $21M 45k 459.75
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Pimco Etf Tr Ex Td Bd (MINT) 0.0 $21M +19% 209k 99.29
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Assetmark Finl Hldgs Reit (AMK) 0.0 $21M NEW 659k 31.45
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Sysco Corp Equities (SYY) 0.0 $21M +23% 230k 90.18
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Spdr Ser Tr Equities (SPYG) 0.0 $21M 53k 389.11
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Sherwin-Williams Company (SHW) 0.0 $20M -2% 85k 233.18
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United Airls Hldgs Equities (UAL) 0.0 $19M -16% 14k 1406.02
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Duke Energy (DUK) 0.0 $19M 201k 96.62
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Semler Scientific Stock (SMLR) 0.0 $19M 701k 26.80
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Trex Company (TREX) 0.0 $19M -2% 385k 48.67
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Ishares Tr Intl Sel Div Etf (IDV) 0.0 $19M +634% 680k 27.49
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Vanguard Scottsdale Fds Etf (VTHR) 0.0 $18M +272% 100k 183.30
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Paycom Software (PAYC) 0.0 $18M -4% 60k 304.01
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Ishares Tr Ex Td Bd (TIP) 0.0 $18M +66% 164k 110.90
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General Mills (GIS) 0.0 $18M +12% 81k 222.76
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Trade Desk (TTD) 0.0 $18M -3% 36k 492.15
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Morgan Stanley (MS) 0.0 $18M +5% 135k 132.36
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Shell Adr Each Rep 2 Ord Wi (SHEL) 0.0 $18M +9% 146k 121.68
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Past Filings by Cerity Partners

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

View all past filings