HPM Partners
Latest statistics and disclosures from Cerity Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DFAC, COP, PR, DFUS, AAPL, and represent 28.02% of Cerity Partners's stock portfolio.
- Added to shares of these 10 stocks: DFAC (+$3.1B), PR (+$2.3B), DFAT (+$1.3B), DFUS (+$791M), COP (+$574M), DFAS (+$441M), CACC (+$387M), PG (+$385M), IVV (+$316M), SPY (+$314M).
- Started 441 new stock positions in ALG, CPRX, SITC, WSR, CCJ, DRIV, STC, PET, COHR, TILT.
- Reduced shares in these 10 stocks: BJUL (-$37M), IJUL (-$32M), NJUL (-$22M), Linde (-$19M), FANG (-$17M), CVS (-$16M), QCOM (-$14M), AGG (-$12M), GLW (-$11M), MAS (-$11M).
- Sold out of its positions in ARKF, FAX, BEDZ, Akamai Technologies, AGI, ALNY, America Movil Sab De Cv spon adr l, AVUV, ATKR, BMO.
- Cerity Partners was a net buyer of stock by $15B.
- Cerity Partners has $42B in assets under management (AUM), dropping by 171.58%.
- 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 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.
- Sign up to view all of the Cerity Partners March 31, 2023 positions
- Download the Cerity Partners March 2023 csv data
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 |
|
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 |
|
FedEx Corporation (FDX) | 0.1 | $25M | +15% | 31k | 812.47 |
|
Ishares Tr Ex Trd Eq Fd (ACWX) | 0.1 | $25M | +24% | 513k | 48.77 |
|
Novartis (NVS) | 0.1 | $25M | +229% | 225k | 110.69 |
|
Autodesk (ADSK) | 0.1 | $25M | +80% | 123k | 200.99 |
|
Information Services (III) | 0.1 | $25M | NEW | 4.8M | 5.09 |
|
Pioneer Natural Resources (PXD) | 0.1 | $25M | +14% | 111k | 220.93 |
|
Albemarle Corporation (ALB) | 0.1 | $24M | 32k | 762.11 |
|
|
Wec Energy Group (WEC) | 0.1 | $24M | +7% | 16k | 1533.22 |
|
Lowe's Companies (LOW) | 0.1 | $24M | +17% | 115k | 210.41 |
|
Valero Energy Corporation (VLO) | 0.1 | $24M | +8% | 58k | 419.24 |
|
Tractor Supply Company (TSCO) | 0.1 | $24M | +9% | 103k | 235.04 |
|
Linde | 0.1 | $24M | NEW | 68k | 355.46 |
|
Goldman Sachs Etf Tr Etf (GSIE) | 0.1 | $24M | +7% | 763k | 30.81 |
|
Vaneck Etf Trust Etf (MOAT) | 0.1 | $23M | +6% | 314k | 73.83 |
|
Servicenow (NOW) | 0.1 | $23M | +17% | 45k | 503.45 |
|
American Water Works (AWK) | 0.1 | $23M | 156k | 146.50 |
|
|
Vanguard Scottsdale Fds Etf (VONV) | 0.1 | $23M | +32% | 338k | 66.81 |
|
Booking Holdings (BKNG) | 0.1 | $22M | +21% | 7.5k | 2920.75 |
|
Ssga Active Etf Tr Etf (TOTL) | 0.1 | $22M | +96% | 532k | 41.03 |
|
3M Equities (MMM) | 0.1 | $22M | +35% | 171k | 127.95 |
|
Vanguard Star Fds Ex Trd Eq Fd (VXUS) | 0.1 | $22M | +332% | 344k | 62.68 |
|
Oneok (OKE) | 0.0 | $21M | +11% | 21k | 1003.74 |
|
Lauder Estee Cos Cl A (EL) | 0.0 | $21M | 82k | 255.53 |
|
|
Roper Industries (ROP) | 0.0 | $21M | 45k | 459.75 |
|
|
Pimco Etf Tr Ex Td Bd (MINT) | 0.0 | $21M | +19% | 209k | 99.29 |
|
Assetmark Finl Hldgs Reit (AMK) | 0.0 | $21M | NEW | 659k | 31.45 |
|
Sysco Corp Equities (SYY) | 0.0 | $21M | +23% | 230k | 90.18 |
|
Spdr Ser Tr Equities (SPYG) | 0.0 | $21M | 53k | 389.11 |
|
|
Sherwin-Williams Company (SHW) | 0.0 | $20M | -2% | 85k | 233.18 |
|
United Airls Hldgs Equities (UAL) | 0.0 | $19M | -16% | 14k | 1406.02 |
|
Duke Energy (DUK) | 0.0 | $19M | 201k | 96.62 |
|
|
Semler Scientific Stock (SMLR) | 0.0 | $19M | 701k | 26.80 |
|
|
Trex Company (TREX) | 0.0 | $19M | -2% | 385k | 48.67 |
|
Ishares Tr Intl Sel Div Etf (IDV) | 0.0 | $19M | +634% | 680k | 27.49 |
|
Vanguard Scottsdale Fds Etf (VTHR) | 0.0 | $18M | +272% | 100k | 183.30 |
|
Paycom Software (PAYC) | 0.0 | $18M | -4% | 60k | 304.01 |
|
Ishares Tr Ex Td Bd (TIP) | 0.0 | $18M | +66% | 164k | 110.90 |
|
General Mills (GIS) | 0.0 | $18M | +12% | 81k | 222.76 |
|
Trade Desk (TTD) | 0.0 | $18M | -3% | 36k | 492.15 |
|
Morgan Stanley (MS) | 0.0 | $18M | +5% | 135k | 132.36 |
|
Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.0 | $18M | +9% | 146k | 121.68 |
|
Past Filings by Cerity Partners
SEC 13F filings are viewable for Cerity Partners going back to 2016
- 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
- Cerity Partners 2020 Q2 filed Aug. 14, 2020
- Cerity Partners 2020 Q1 filed May 14, 2020
- Cerity Partners 2019 Q4 filed Feb. 14, 2020