HPM Partners
Latest statistics and disclosures from Cerity Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, IVV, MSFT, SPY, VEA, and represent 14.38% of Cerity Partners's stock portfolio.
- Added to shares of these 10 stocks: SCHX (+$198M), SGOV (+$139M), SHY (+$88M), AVEM (+$87M), USFR (+$80M), BILS (+$72M), OMFL (+$68M), SCHA (+$56M), SCHF (+$49M), VEU (+$48M).
- Started 143 new stock positions in ERIE, Akari Therapeutics Plc Sponsored, ADUS, FXB, FAF, ZI, TMPO, SDC, RCI, PICK.
- Reduced shares in these 10 stocks: CACC (-$451M), VOO (-$397M), AAPL (-$248M), ITW (-$230M), SPY (-$212M), IEFA (-$155M), MSFT (-$134M), SHV (-$96M), EMGF (-$83M), VTV (-$71M).
- Sold out of its positions in ACHC, AFIB, ADPT, AAP, Akari Therapeutics, ALK, ACI, ARE, ALLO, ATEC.
- Cerity Partners was a net seller of stock by $-4.1B.
- Cerity Partners has $21B in assets under management (AUM), dropping by -19.93%.
- Central Index Key (CIK): 0001566475
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Portfolio Holdings for Cerity Partners
Cerity Partners holds 1389 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Cerity Partners has 1389 total positions. Only the first 250 positions are shown.
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- Download the Cerity Partners September 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (Principal) (AAPL) | 3.4 | $702M | -26% | 4.1M | 171.21 |
|
| Ishares Tr Ex Trd Eq Fd (IVV) | 3.1 | $634M | -6% | 1.5M | 430.38 |
|
| Microsoft Corporation (MSFT) | 2.8 | $586M | -18% | 1.9M | 315.75 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.6 | $527M | -28% | 1.5M | 359.91 |
|
| Vanguard Tax-managed Fds Ex Trd Eq Fd (VEA) | 2.5 | $507M | -2% | 12M | 43.72 |
|
| Procter & Gamble Company (PG) | 2.1 | $434M | -6% | 3.0M | 145.86 |
|
| Vanguard Index Fds Etf (VOO) | 1.8 | $367M | -51% | 935k | 392.77 |
|
| Ishares Tr Ex Trd Eq Fd (QUAL) | 1.5 | $308M | -8% | 2.3M | 132.01 |
|
| J P Morgan Exchange Traded F Ex Td Bd (JPST) | 1.2 | $249M | -3% | 5.0M | 50.18 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.1 | $234M | -39% | 3.6M | 64.35 |
|
| Amazon (AMZN) | 1.1 | $233M | -18% | 1.8M | 127.12 |
|
| Alphabet Inc Class A cs (GOOGL) | 1.1 | $232M | -13% | 1.8M | 130.88 |
|
| Schwab Strategic Tr Ex Trd Eq Fd (SCHX) | 1.1 | $232M | +580% | 4.6M | 50.60 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.0 | $210M | -3% | 788k | 266.47 |
|
| Lattice Strategies Tr Hartford Mlt Etf (RODM) | 1.0 | $209M | +20% | 8.1M | 25.65 |
|
| Ishares Tr Ex Trd Eq Fd (ITOT) | 1.0 | $209M | -3% | 2.2M | 94.63 |
|
| Ishares Tr Blackrock Ultra (ICSH) | 1.0 | $207M | -12% | 4.1M | 50.38 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 1.0 | $201M | +17% | 8.3M | 24.34 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.9 | $189M | +282% | 1.9M | 100.67 |
|
| Vanguard Index Fds Ex Trd Eq Fd (VTI) | 0.9 | $179M | -7% | 844k | 212.41 |
|
| Alphabet Stock (GOOG) | 0.8 | $171M | -25% | 1.3M | 131.78 |
|
| Invesco Qqq Tr Ex Trd Eq Fd (QQQ) | 0.8 | $171M | +35% | 476k | 358.45 |
|
| Unitedhealth Group Equities (UNH) | 0.8 | $170M | -15% | 338k | 504.19 |
|
| Ishares Tr Equities (MTUM) | 0.8 | $163M | -5% | 1.2M | 139.70 |
|
| NVIDIA Corporation (NVDA) | 0.8 | $161M | -23% | 370k | 434.11 |
|
| Schwab Strategic Tr Equities (SCHP) | 0.8 | $158M | 3.1M | 50.49 |
|
|
| Chevron Corporation (CVX) | 0.8 | $158M | -7% | 935k | 168.62 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.7 | $146M | +30% | 2.0M | 72.38 |
|
| Ishares Tr Equities (IEI) | 0.7 | $144M | 1.3M | 113.16 |
|
|
| Johnson & Johnson (JNJ) | 0.7 | $142M | -17% | 910k | 155.75 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.7 | $140M | -17% | 594k | 234.97 |
|
| Ishares Tr Call (SHY) | 0.7 | $138M | +177% | 1.7M | 80.97 |
|
| Ishares Tr Ex Trd Eq Fd (IJH) | 0.7 | $136M | -3% | 545k | 250.08 |
|
| Home Depot (HD) | 0.7 | $136M | -25% | 449k | 302.16 |
|
| JPMorgan Chase & Co. (JPM) | 0.6 | $128M | -29% | 880k | 145.02 |
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.6 | $123M | 3.0M | 41.26 |
|
|
| Eli Lilly & Co Equities (LLY) | 0.6 | $122M | -12% | 227k | 537.13 |
|
| MasterCard Incorporated (MA) | 0.6 | $121M | -11% | 305k | 395.91 |
|
| Costco Whsl Corp Equities (COST) | 0.6 | $119M | -17% | 211k | 564.96 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.6 | $114M | -11% | 1.2M | 94.39 |
|
| Visa Equities (V) | 0.5 | $110M | -26% | 479k | 230.01 |
|
| Ishares Gold Tr Equities (IAU) | 0.5 | $108M | +26% | 3.1M | 34.99 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.5 | $107M | -47% | 968k | 110.47 |
|
| Pepsi (PEP) | 0.5 | $106M | -18% | 623k | 169.44 |
|
| Dimensional Etf Trust Equities (DFAC) | 0.5 | $105M | 4.0M | 26.20 |
|
|
| Cisco Systems (CSCO) | 0.5 | $98M | -22% | 1.8M | 53.76 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.5 | $97M | -7% | 234k | 414.92 |
|
| Sjw Group Equities (SJW) | 0.5 | $97M | 1.6M | 60.11 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $95M | -19% | 187k | 509.90 |
|
| Broadcom (AVGO) | 0.5 | $95M | -21% | 114k | 830.58 |
|
| Exxon Mobil Corp Equities (XOM) | 0.5 | $94M | -27% | 802k | 117.58 |
|
| Merck & Co (MRK) | 0.4 | $90M | -20% | 871k | 103.21 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $89M | +124% | 2.6M | 33.96 |
|
| Flexshares Tr Cr Scd Us Bd (SKOR) | 0.4 | $87M | +52% | 1.9M | 46.01 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.4 | $87M | +55% | 924k | 94.04 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.4 | $87M | NEW | 1.6M | 52.79 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $86M | +12% | 413k | 208.24 |
|
| Mcdonalds Corp Equities (MCD) | 0.4 | $86M | -13% | 325k | 263.44 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $85M | -8% | 2.2M | 39.21 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $85M | +127% | 1.6M | 51.87 |
|
| Schwab Strategic Tr Etf (SCHA) | 0.4 | $81M | +222% | 2.0M | 41.42 |
|
| Spdr Ser Tr Bloomberg 3-12 M (BILS) | 0.4 | $80M | +929% | 806k | 99.43 |
|
| Wisdomtree Tr Etf (USFR) | 0.4 | $80M | NEW | 1.6M | 50.32 |
|
| Schwab Strategic Tr Etf (SCHM) | 0.4 | $80M | -3% | 1.2M | 67.68 |
|
| Vanguard Specialized Funds Ex Trd Eq Fd (VIG) | 0.4 | $78M | +29% | 503k | 155.45 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.4 | $78M | +49% | 2.9M | 27.06 |
|
| Vanguard Star Fds Equities (VXUS) | 0.4 | $76M | +75% | 1.4M | 53.52 |
|
| Victory Portfolios Ii Usaa Msci Usa Sm (USVM) | 0.4 | $76M | -13% | 1.2M | 65.54 |
|
| Abbott Labs Equities (ABT) | 0.4 | $76M | -13% | 784k | 96.85 |
|
| Vanguard Mun Bd Fds Equities (VTEB) | 0.4 | $76M | +5% | 1.6M | 48.10 |
|
| Spdr Ser Tr Equities (SPTS) | 0.4 | $76M | -4% | 2.6M | 28.72 |
|
| Ishares Tr Equities (STIP) | 0.4 | $75M | +77% | 777k | 96.70 |
|
| Dimensional Etf Trust Etf (DFUV) | 0.4 | $75M | -5% | 2.2M | 34.02 |
|
| Berkshire Hathaway Inc Del Equities (BRK.B) | 0.4 | $74M | -38% | 212k | 350.30 |
|
| Ishares Tr Equities (IEF) | 0.4 | $74M | -15% | 808k | 91.59 |
|
| Ishares Core Msci Emkt (IEMG) | 0.4 | $74M | -37% | 1.5M | 47.59 |
|
| Abbvie Equities (ABBV) | 0.4 | $74M | -24% | 493k | 149.06 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.4 | $73M | +3% | 1.0M | 70.76 |
|
| Wal-Mart Stores (WMT) | 0.3 | $70M | -9% | 436k | 159.93 |
|
| Invesco Exchange Traded Fd T Etf (RSP) | 0.3 | $69M | +213% | 485k | 141.69 |
|
| Accenture (ACN) | 0.3 | $69M | -19% | 224k | 307.11 |
|
| Invesco Exch Trd Slf Idx Etf (OMFL) | 0.3 | $68M | NEW | 1.5M | 45.84 |
|
| Amgen Equities (AMGN) | 0.3 | $65M | -13% | 243k | 268.76 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.3 | $65M | -11% | 720k | 90.72 |
|
| TJX Companies (TJX) | 0.3 | $65M | -19% | 727k | 88.88 |
|
| Blackrock Equities (BLK) | 0.3 | $64M | -15% | 99k | 646.50 |
|
| Select Sector Spdr Tr Equities (XLE) | 0.3 | $63M | +54% | 696k | 90.39 |
|
| Ishares Tr Equities (MUB) | 0.3 | $62M | +106% | 605k | 102.54 |
|
| Amplify Etf Tr Blackswan Grwt (SWAN) | 0.3 | $62M | -8% | 2.6M | 23.88 |
|
| Dimensional Etf Trust Etf (DFIV) | 0.3 | $61M | 1.9M | 32.62 |
|
|
| Meta Platforms Cl A (META) | 0.3 | $61M | -28% | 203k | 300.21 |
|
| Iqvia Hldgs Equities (IQV) | 0.3 | $60M | -7% | 303k | 196.75 |
|
| American Centy Etf Tr Etf (AVDV) | 0.3 | $60M | +161% | 1.0M | 57.85 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.3 | $60M | -10% | 306k | 194.66 |
|
| J P Morgan Exchange Traded F Diversfed Rtrn (JPME) | 0.3 | $57M | -13% | 684k | 83.65 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.3 | $56M | +98% | 1.7M | 33.61 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.3 | $55M | +5% | 1.6M | 33.57 |
|
| Palo Alto Networks Equities (PANW) | 0.3 | $54M | -2% | 232k | 234.44 |
|
| Thermo Fisher Scientific Equities (TMO) | 0.3 | $54M | -49% | 107k | 506.17 |
|
| Union Pacific Corporation (UNP) | 0.3 | $54M | -30% | 265k | 203.63 |
|
| CVS Caremark Corporation (CVS) | 0.3 | $54M | -31% | 768k | 69.82 |
|
| United Parcel Service Equities (UPS) | 0.3 | $53M | -7% | 343k | 155.87 |
|
| Spdr Ser Tr Ex Trd Eq Fd (SLYV) | 0.3 | $53M | 734k | 72.37 |
|
|
| Salesforce Equities (CRM) | 0.3 | $52M | -14% | 257k | 202.78 |
|
| Spdr Gold Tr Ex Trd Eq Fd (GLD) | 0.2 | $50M | -24% | 293k | 171.45 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $50M | -10% | 911k | 54.90 |
|
| Emerson Electric (EMR) | 0.2 | $50M | -16% | 518k | 96.57 |
|
| Stryker Corporation Stock (SYK) | 0.2 | $49M | -15% | 179k | 273.35 |
|
| Walt Disney Company (DIS) | 0.2 | $48M | -40% | 594k | 81.05 |
|
| Vanguard Index Fds Equities (VB) | 0.2 | $48M | +20% | 252k | 189.07 |
|
| Intuit (INTU) | 0.2 | $47M | -21% | 92k | 510.94 |
|
| Vanguard Index Fds Etf (VNQ) | 0.2 | $47M | -22% | 622k | 75.68 |
|
| Analog Devices Equities (ADI) | 0.2 | $47M | -8% | 267k | 175.09 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $46M | -51% | 260k | 177.29 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $46M | +74% | 320k | 143.34 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.2 | $45M | -24% | 439k | 102.86 |
|
| New Mountain Finance Corp (NMFC) | 0.2 | $45M | -7% | 3.5M | 12.95 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $44M | -10% | 107k | 408.96 |
|
| Ishares Tr Etf (TFLO) | 0.2 | $43M | +389% | 849k | 50.74 |
|
| Danaher Corporation Equities (DHR) | 0.2 | $41M | -39% | 167k | 248.10 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $41M | -16% | 259k | 159.01 |
|
| Advanced Micro Devices Equities (AMD) | 0.2 | $41M | -6% | 400k | 102.82 |
|
| Pfizer Equities (PFE) | 0.2 | $41M | -19% | 1.2M | 33.17 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $41M | -14% | 395k | 103.32 |
|
| Vanguard Malvern Fds Etf (VTIP) | 0.2 | $40M | +163% | 855k | 47.28 |
|
| Ishares Tr Ex Trd Eq Fd (EFA) | 0.2 | $40M | -55% | 597k | 67.11 |
|
| Fortinet Equities (FTNT) | 0.2 | $40M | +31% | 677k | 58.68 |
|
| Bank of America Corporation (Principal) (BAC) | 0.2 | $40M | -23% | 1.5M | 27.38 |
|
| Schwab Strategic Tr Equities (SCHH) | 0.2 | $40M | -2% | 2.2M | 17.75 |
|
| Honeywell International (HON) | 0.2 | $39M | -31% | 213k | 184.74 |
|
| Tesla Equities (TSLA) | 0.2 | $38M | -24% | 153k | 250.22 |
|
| Nike Equities (NKE) | 0.2 | $38M | -10% | 401k | 95.65 |
|
| Rtx Corporation Equities (RTX) | 0.2 | $38M | -35% | 529k | 71.97 |
|
| Caterpillar (CAT) | 0.2 | $38M | -14% | 139k | 273.00 |
|
| Invesco Exch Traded Fd Tr Ii Etf (QQQM) | 0.2 | $38M | +156% | 255k | 147.41 |
|
| Schwab Strategic Tr Equities (SCHG) | 0.2 | $36M | +12% | 495k | 72.72 |
|
| Nextera Energy (NEE) | 0.2 | $36M | -20% | 621k | 57.29 |
|
| Wisdomtree Tr Ex Trd Eq Fd (DGS) | 0.2 | $35M | 765k | 46.26 |
|
|
| Comcast Corporation (CMCSA) | 0.2 | $34M | -2% | 773k | 44.34 |
|
| Pioneer Natural Resources (PXD) | 0.2 | $34M | 147k | 229.55 |
|
|
| Amplify Etf Tr Blackswan Iswn (ISWN) | 0.2 | $33M | +24% | 1.9M | 17.60 |
|
| Spdr S&p Midcap 400 Etf Tr Ex Trd Eq Fd (MDY) | 0.2 | $33M | -24% | 71k | 457.35 |
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.2 | $33M | +33% | 841k | 38.65 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $32M | -63% | 429k | 75.15 |
|
| Verizon Communications (VZ) | 0.2 | $32M | -19% | 990k | 32.41 |
|
| Vaneck Etf Trust Etf (GDX) | 0.2 | $31M | NEW | 1.1M | 26.91 |
|
| Spdr Ser Tr Portfoli S&p1500 (SPTM) | 0.1 | $31M | +217% | 587k | 52.49 |
|
| Tractor Supply Equities (TSCO) | 0.1 | $31M | +3% | 150k | 203.05 |
|
| Automatic Data Processing In Equities (ADP) | 0.1 | $31M | -13% | 127k | 240.90 |
|
| Fiserv Equities (FI) | 0.1 | $31M | +4% | 270k | 112.96 |
|
| Oracle Corporation (ORCL) | 0.1 | $30M | -44% | 287k | 105.92 |
|
| Blackstone Equities (BX) | 0.1 | $30M | -14% | 280k | 107.14 |
|
| Ishares Tr Ex Trd Eq Fd (IJK) | 0.1 | $30M | +3% | 412k | 72.50 |
|
| Taiwan Semiconductor Mfg Equities (TSM) | 0.1 | $29M | -2% | 332k | 86.90 |
|
| Five Below (FIVE) | 0.1 | $28M | -11% | 176k | 160.90 |
|
| Intel Corporation (INTC) | 0.1 | $28M | -23% | 786k | 35.55 |
|
| Edwards Lifesciences (EW) | 0.1 | $27M | -11% | 394k | 69.28 |
|
| Coca Cola Equities (KO) | 0.1 | $27M | -18% | 484k | 56.10 |
|
| Intuitive Surgical Equities (ISRG) | 0.1 | $27M | -10% | 93k | 292.29 |
|
| Monster Beverage Corp (MNST) | 0.1 | $27M | -6% | 511k | 52.95 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $27M | -27% | 386k | 69.55 |
|
| Linde Equities (LIN) | 0.1 | $26M | 70k | 372.35 |
|
|
| S&p Global Equities (SPGI) | 0.1 | $25M | -12% | 69k | 365.41 |
|
| Align Technology Equities (ALGN) | 0.1 | $25M | +2% | 83k | 305.32 |
|
| Ishares Tr Ex Trd Eq Fd (IJT) | 0.1 | $25M | +4% | 228k | 110.06 |
|
| Vertex Pharmaceuticals Equities (VRTX) | 0.1 | $25M | +47% | 72k | 347.74 |
|
| Ishares Tr Ex Trd Eq Fd (IJJ) | 0.1 | $25M | -11% | 243k | 101.48 |
|
| Lowe's Companies (LOW) | 0.1 | $25M | -9% | 118k | 207.84 |
|
| Starbucks Corp Stock (SBUX) | 0.1 | $24M | -27% | 266k | 91.27 |
|
| International Business Machs Put (IBM) | 0.1 | $24M | -15% | 173k | 140.30 |
|
| J P Morgan Exchange Traded F Ex Td Bd (JMST) | 0.1 | $24M | -18% | 475k | 50.45 |
|
| Deere & Co Equities (DE) | 0.1 | $23M | -43% | 62k | 377.53 |
|
| Waste Management (WM) | 0.1 | $23M | 153k | 152.44 |
|
|
| Dimensional Etf Trust Equities (DFAT) | 0.1 | $23M | -3% | 502k | 45.69 |
|
| Air Prods & Chems Equities (APD) | 0.1 | $23M | -13% | 81k | 283.45 |
|
| Mondelez Intl Equities (MDLZ) | 0.1 | $23M | -27% | 324k | 69.47 |
|
| Paychex (PAYX) | 0.1 | $22M | -44% | 191k | 115.33 |
|
| Norfolk Southn Corp Equities (NSC) | 0.1 | $22M | -20% | 110k | 196.93 |
|
| Ishares Tr Equities (GOVT) | 0.1 | $22M | -12% | 974k | 22.04 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $21M | -15% | 406k | 52.80 |
|
| Trex Company (TREX) | 0.1 | $21M | 344k | 61.63 |
|
|
| Discover Financial Services (DFS) | 0.1 | $21M | -12% | 243k | 86.63 |
|
| Vanguard Index Fds Equities (VBR) | 0.1 | $21M | -41% | 132k | 159.49 |
|
| Autodesk Equities (ADSK) | 0.1 | $21M | -17% | 102k | 206.91 |
|
| Chubb Equities (CB) | 0.1 | $21M | -30% | 99k | 208.39 |
|
| Ishares Tr Equities (ISTB) | 0.1 | $21M | +5% | 442k | 46.38 |
|
| United Rentals Equities (URI) | 0.1 | $20M | 46k | 444.57 |
|
|
| Qualcomm (QCOM) | 0.1 | $20M | -50% | 184k | 111.06 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $20M | +150% | 219k | 90.94 |
|
| Roper Industries (ROP) | 0.1 | $20M | -10% | 41k | 484.29 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $20M | -8% | 280k | 69.78 |
|
| J P Morgan Exchange Traded F Equities (JVAL) | 0.1 | $20M | 562k | 34.64 |
|
|
| Servicenow (NOW) | 0.1 | $19M | -32% | 35k | 558.95 |
|
| Novartis Adr (NVS) | 0.1 | $19M | -16% | 189k | 101.86 |
|
| Booking Holdings Equities (BKNG) | 0.1 | $19M | -13% | 6.2k | 3083.95 |
|
| Vanguard Intl Equity Index F Equities (VT) | 0.1 | $19M | +46% | 204k | 93.18 |
|
| Genuine Parts Equities (GPC) | 0.1 | $19M | -25% | 131k | 144.50 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $19M | +4% | 75k | 251.33 |
|
| Information Services (III) | 0.1 | $19M | -9% | 4.3M | 4.38 |
|
| Elevance Health Equities (ELV) | 0.1 | $19M | -14% | 43k | 435.43 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $19M | -47% | 321k | 58.04 |
|
| Spdr Ser Tr Portfli Tips Etf (SPIP) | 0.1 | $19M | +52% | 750k | 24.84 |
|
| Kla Corp Com New (KLAC) | 0.1 | $19M | +21% | 41k | 458.66 |
|
| Duke Energy Corp Equities (DUK) | 0.1 | $19M | -5% | 210k | 88.26 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $18M | -23% | 243k | 75.84 |
|
| ConocoPhillips (COP) | 0.1 | $18M | 153k | 119.83 |
|
|
| 3M Equities (MMM) | 0.1 | $18M | -9% | 191k | 93.62 |
|
| Brown Forman Corp Stock (BF.B) | 0.1 | $18M | -3% | 309k | 57.69 |
|
| Semler Scientific Stock (SMLR) | 0.1 | $18M | 701k | 25.37 |
|
|
| Spdr Ser Tr Equities (SDY) | 0.1 | $18M | +16% | 153k | 115.01 |
|
| Lam Research Corporation (LRCX) | 0.1 | $18M | -16% | 28k | 628.17 |
|
| Ishares Tr Ex Trd Eq Fd (IJS) | 0.1 | $17M | -3% | 194k | 89.30 |
|
| Morgan Stanley Call (MS) | 0.1 | $17M | -2% | 210k | 81.67 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $17M | -15% | 140k | 121.67 |
|
| Marathon Pete Corp Equities (MPC) | 0.1 | $17M | -20% | 113k | 151.34 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $17M | -38% | 112k | 152.16 |
|
| Target Corporation (TGT) | 0.1 | $17M | +26% | 152k | 110.57 |
|
| Epam Sys Equities (EPAM) | 0.1 | $17M | -20% | 66k | 253.05 |
|
| Corning Incorporated (GLW) | 0.1 | $17M | +9% | 549k | 30.47 |
|
| Cummins Stock (CMI) | 0.1 | $16M | 70k | 228.46 |
|
|
| First Tr Exchange-traded Etf (FTSM) | 0.1 | $16M | NEW | 268k | 59.42 |
|
| Tetra Tech Stock (TTEK) | 0.1 | $16M | 103k | 152.03 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $16M | -6% | 228k | 68.44 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $16M | -10% | 503k | 31.01 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $16M | -7% | 424k | 36.66 |
|
| Crowdstrike Hldgs Equities (CRWD) | 0.1 | $16M | 93k | 167.38 |
|
|
| Illinois Tool Wks Equities (ITW) | 0.1 | $16M | -93% | 67k | 230.38 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.1 | $15M | -34% | 145k | 106.20 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $15M | -11% | 321k | 48.07 |
|
| Ishares Silver Tr Equities (SLV) | 0.1 | $15M | +265% | 758k | 20.34 |
|
| Ishares Tr Mbs Etf (MBB) | 0.1 | $15M | +326% | 174k | 88.80 |
|
| Eastman Chemical Company (EMN) | 0.1 | $15M | 199k | 77.48 |
|
|
| J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 0.1 | $15M | -4% | 304k | 50.55 |
|
| Assetmark Finl Hldgs Stock (AMK) | 0.1 | $15M | 606k | 25.08 |
|
|
| Paycom Software (PAYC) | 0.1 | $15M | -3% | 58k | 259.27 |
|
| Pimco Etf Tr Ex Td Bd (LDUR) | 0.1 | $15M | +7% | 160k | 93.74 |
|
| Cigna Corp (CI) | 0.1 | $15M | -22% | 52k | 286.08 |
|
| Dimensional Etf Trust Etf (DISV) | 0.1 | $15M | 619k | 23.78 |
|
|
| Truist Finl Corp Equities (TFC) | 0.1 | $15M | -25% | 510k | 28.61 |
|
| Pimco Etf Tr Ex Td Bd (MINT) | 0.1 | $15M | -30% | 145k | 100.14 |
|
| Boeing Equities (BA) | 0.1 | $15M | -50% | 76k | 191.69 |
|
| Shenandoah Telecommunications Company (SHEN) | 0.1 | $14M | -50% | 698k | 20.61 |
|
| Vanguard Bd Index Fds Etf (BSV) | 0.1 | $14M | +9% | 189k | 75.17 |
|
| General Electric Equities (GE) | 0.1 | $14M | -21% | 127k | 110.56 |
|
| Flexshares Tr Iboxx 3r Targt (TDTT) | 0.1 | $14M | +4774% | 601k | 23.19 |
|
| Corcept Therapeutics Stock (CORT) | 0.1 | $14M | NEW | 510k | 27.25 |
|
| Kkr & Co Equities (KKR) | 0.1 | $14M | -3% | 222k | 61.60 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $14M | +97% | 187k | 72.31 |
|
| Vanguard Index Fds Ex Trd Eq Fd (VV) | 0.1 | $13M | +99% | 68k | 195.69 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $13M | 123k | 107.85 |
|
Past Filings by Cerity Partners
SEC 13F filings are viewable for Cerity Partners going back to 2016
- 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
- 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