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HPM Partners

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

Top 5 stock holdings are VOO, AAPL, MSFT, NVDA, SPY, and represent 16.26% of Cerity Partners's stock portfolio.
Added to shares of these 10 stocks: SCHX (+$284M), ITW (+$166M), BLK (+$125M), SCHM (+$123M), SCHD (+$122M), VTI (+$106M), SCHP (+$105M), AGG (+$95M), VOO (+$93M), IVV (+$85M).
Started 145 new stock positions in ASAIY, AIV, JFR, AVLV, MCRI, ESTC, DC, MLR, CATH, SPPP.
Reduced shares in these 10 stocks: , ICSH (-$78M), ALGN (-$35M), IQLT (-$32M), SMLR (-$32M), Lam Research Corporation (-$31M), MSFT (-$29M), META (-$25M), AVGO (-$21M), GOOG (-$20M).
Sold out of its positions in AGCO, ASIX, AGYS, Akamai Technologies, ALEX, AQN, ALGT, AMED, AEO, COLD.
Cerity Partners was a net buyer of stock by $1.9B.
Cerity Partners has $46B in assets under management (AUM), dropping by 2.06%.
Central Index Key (CIK): 0001566475

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Portfolio Holdings for Cerity Partners

Cerity Partners holds 2415 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Cerity Partners has 2415 total positions. Only the first 250 positions are shown.

Sign up to view all of the Cerity Partners Dec. 31, 2024 positions
Download the Cerity Partners December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Etf (VOO)	4.3	$2.0B	+4%	3.6M	538.74	View chart
Apple (AAPL)	3.9	$1.8B		7.3M	247.14	View chart
Microsoft Corporation (MSFT)	2.9	$1.3B	-2%	3.1M	422.93	View chart
NVIDIA Corporation (NVDA)	2.7	$1.2B	+3%	9.3M	131.70	View chart
Spdr S&p 500 Etf Tr Etf (SPY)	2.6	$1.2B		2.2M	532.64	View chart
Ishares Tr Etf (IVV)	2.5	$1.2B	+7%	2.0M	588.67	View chart
Procter & Gamble Company (PG)	2.3	$1.1B		6.4M	167.78	View chart
Vanguard Europe Pacific ETF (VEA)	1.7	$799M	+8%	17M	47.82	View chart
Amazon Stock (AMZN)	1.7	$774M		3.6M	214.14	View chart
Ishares Tr Etf (IEFA)	1.4	$631M	+3%	9.0M	70.30	View chart
iShares Lehman Aggregate Bond (AGG)	1.2	$567M	+20%	5.8M	96.90	View chart
Alphabet Inc Class A cs (GOOGL)	1.1	$527M	+2%	2.8M	185.78	View chart
Ishares Msci Usa Quality Facto invalid (QUAL)	1.0	$479M	+4%	2.7M	178.08	View chart
Vanguard Index Fds Etf (VTI)	1.0	$456M	+30%	1.6M	289.81	View chart
Eli Lilly & Co Stock (LLY)	1.0	$453M		581k	780.28	View chart
Alphabet Inc Class C cs (GOOG)	1.0	$440M	-4%	2.4M	185.60	View chart
Schwab Strategic Tr Etf (SCHX)	0.9	$429M	+196%	19M	23.22	View chart
Broadcom (AVGO)	0.9	$425M	-4%	1.9M	222.39	View chart
Facebook Inc cl a (META)	0.9	$411M	-5%	706k	583.08	View chart
JPMorgan Chase & Co. (JPM)	0.8	$387M	-3%	1.7M	234.50	View chart
Ishares Tr Etf (IWF)	0.8	$379M		944k	401.51	View chart
Credit Acceptance (CACC)	0.8	$374M		796k	469.46	View chart
Invesco Qqq Tr Stock (QQQ)	0.8	$349M		682k	511.19	View chart
Costco Wholesale Corporation (COST)	0.7	$340M	-3%	372k	912.44	View chart
Berkshire Hathaway Inc Del Stock (BRK.B)	0.6	$288M	+2%	634k	454.13	View chart
Ishares Tr Etf (IJR)	0.6	$282M	+20%	2.4M	115.24	View chart
Ishares Tr Etf (ITOT)	0.6	$277M		2.2M	128.62	View chart
Visa Stock (V)	0.6	$276M	-4%	897k	308.06	View chart
Ishares Tr Etf (IEI)	0.6	$255M	+8%	2.2M	115.55	View chart
Unitedhealth Group Stock (UNH)	0.5	$247M	-5%	477k	517.16	View chart
Ishares Tr Etf (IJH)	0.5	$247M	+16%	4.0M	62.31	View chart
Home Depot (HD)	0.5	$246M	-6%	628k	391.81	View chart
Ishares Tr Etf (IWB)	0.5	$238M	+7%	738k	322.16	View chart
Spdr Ser Tr Stock (SPAB)	0.5	$235M	+2%	9.4M	24.99	View chart
J P Morgan Exchange Traded F Etf (JPST)	0.5	$230M	+27%	4.6M	50.53	View chart
Illinois Tool Wks Stock (ITW)	0.5	$229M	+263%	904k	253.70	View chart
Ishares Tr Stock (MTUM)	0.5	$222M		1.1M	206.92	View chart
Johnson & Johnson (JNJ)	0.5	$211M		1.4M	146.61	View chart
Invesco S&p 500 Equal Weight Etf (RSP)	0.5	$211M	+34%	1.2M	175.27	View chart
Schwab Strategic Tr Etf (SCHP)	0.4	$207M	+104%	8.0M	25.83	View chart
Ishares Inc core msci emkt (IEMG)	0.4	$205M	+3%	3.9M	52.24	View chart
Exxon Mobil Corporation (XOM)	0.4	$202M		1.9M	108.61	View chart
Vanguard Scottsdale Fds Etf (VGSH)	0.4	$202M	+2%	3.5M	58.18	View chart
Vanguard Mun Bd Fds Etf (VTEB)	0.4	$201M	+23%	4.0M	50.13	View chart
Ishares Tr Etf (SHY)	0.4	$197M	+4%	2.4M	81.98	View chart
MasterCard Incorporated (MA)	0.4	$193M		369k	522.63	View chart
Vanguard Index Fds Etf (VO)	0.4	$191M	+6%	722k	264.13	View chart
Ishares Tr Etf (USMV)	0.4	$186M		2.1M	88.79	View chart
Schwab Strategic Tr Etf (SCHM)	0.4	$186M	+196%	6.7M	27.72	View chart
Merck & Co (MRK)	0.4	$184M	-6%	1.8M	103.69	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.4	$176M		3.4M	51.14	View chart
Salesforce Stock (CRM)	0.4	$175M	-3%	533k	328.12	View chart
Chevron Corporation (CVX)	0.4	$175M	+4%	1.2M	144.99	View chart
Vanguard Short-Term Bond ETF (BSV)	0.4	$174M	+10%	2.2M	77.27	View chart
Vanguard World Etf (VGT)	0.4	$166M		267k	621.75	View chart
iShares Gold Trust (IAU)	0.4	$162M		3.3M	49.51	View chart
Abbvie Stock (ABBV)	0.3	$158M	+4%	874k	180.80	View chart
Wal-Mart Stores (WMT)	0.3	$158M		1.8M	89.26	View chart
TJX Companies (TJX)	0.3	$157M	-3%	1.3M	120.42	View chart
Schwab Strategic Tr Etf (SCHD)	0.3	$154M	+375%	5.6M	27.33	View chart
Palo Alto Networks Stock (PANW)	0.3	$153M	+86%	819k	186.76	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.3	$151M		5.3M	28.42	View chart
Vanguard Extended Market ETF (VXF)	0.3	$145M	+20%	762k	189.97	View chart
Vanguard Emerging Markets ETF (VWO)	0.3	$145M	+15%	3.3M	44.04	View chart
Dimensional Etf Trust (DFAC)	0.3	$145M		4.2M	34.59	View chart
Vanguard Growth ETF (VUG)	0.3	$144M	+62%	352k	410.04	View chart
Tesla Motors (TSLA)	0.3	$144M		394k	365.03	View chart
Oracle Corporation (ORCL)	0.3	$142M	-4%	848k	167.35	View chart
Cisco Systems (CSCO)	0.3	$140M		2.4M	58.44	View chart
Pepsico Stock (PEP)	0.3	$138M	-5%	896k	153.82	View chart
Vanguard World Etf (MGK)	0.3	$136M	+3%	395k	343.41	View chart
Vanguard Intl Equity Index F Etf (VEU)	0.3	$135M	+4%	2.4M	57.41	View chart
Vanguard Scottsdale Fds Etf (VGIT)	0.3	$135M		2.3M	58.00	View chart
Ishares Tr Etf (IQLT)	0.3	$133M	-19%	3.6M	37.12	View chart
McDonald's Corporation (MCD)	0.3	$132M		454k	291.33	View chart
Adobe Stock (ADBE)	0.3	$130M	-7%	284k	458.44	View chart
American Centy Etf Tr Etf (AVEM)	0.3	$129M	+2%	2.2M	58.79	View chart
Vanguard Bd Index Fds Etf (BND)	0.3	$127M		1.8M	71.91	View chart
Vanguard Specialized Funds Etf (VIG)	0.3	$125M	+9%	639k	195.83	View chart
Blackrock (BLK)	0.3	$125M	NEW	121k	1025.11	View chart
Ishares Tr Etf (IWM)	0.3	$121M	+3%	546k	220.96	View chart
Schwab Strategic Tr Etf (SCHA)	0.3	$120M	+105%	4.6M	25.87	View chart
Bank of America Corporation (BAC)	0.3	$119M	-5%	2.8M	43.03	View chart
Schwab Strategic Tr Etf (SCHF)	0.3	$119M	+103%	6.4M	18.50	View chart
Abbott Labs Stock (ABT)	0.2	$114M	+3%	1.0M	113.19	View chart
Ishares Tr Etf (SGOV)	0.2	$112M	-5%	1.1M	100.32	View chart
Ishares Tr Etf (EFA)	0.2	$108M	-2%	1.4M	75.16	View chart
Vanguard Short Term Corporate Bond ETF (VCSH)	0.2	$108M	+8%	1.4M	78.01	View chart
Walt Disney Company (DIS)	0.2	$107M	-2%	1.0M	106.86	View chart
Amgen (AMGN)	0.2	$107M		389k	275.97	View chart
Spdr Gold Tr Etf (GLD)	0.2	$107M		440k	242.13	View chart
Vanguard Value ETF (VTV)	0.2	$105M	+6%	621k	169.32	View chart
Accenture (ACN)	0.2	$102M	-4%	291k	352.02	View chart
Dimensional Etf Trust Etf (DFUV)	0.2	$102M		2.5M	40.92	View chart
Vanguard Index Fds Etf (VB)	0.2	$101M	+11%	419k	240.27	View chart
Taiwan Semiconductor Mfg Stock (TSM)	0.2	$98M		502k	195.17	View chart
Vanguard Star Fds Stock (VXUS)	0.2	$98M	+18%	1.7M	58.93	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.2	$98M	+3%	238k	409.58	View chart
Honeywell International (HON)	0.2	$97M	-7%	437k	221.53	View chart
Crowdstrike Hldgs Inc cl a (CRWD)	0.2	$94M		275k	340.87	View chart
Flexshares Tr Cr Scd Us Bd (SKOR)	0.2	$93M	+2%	1.9M	47.70	View chart
Ishares Tr Etf (IGM)	0.2	$92M	-9%	900k	102.09	View chart
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)	0.2	$91M		1.1M	84.21	View chart
Dimensional Etf Trust Etf (DFIV)	0.2	$91M	+3%	2.6M	35.48	View chart
S&p Global Stock (SPGI)	0.2	$90M		178k	505.09	View chart
Thermo Fisher Scientific (TMO)	0.2	$89M	-10%	162k	550.41	View chart
Union Pacific Corporation (UNP)	0.2	$89M	-2%	385k	230.30	View chart
Emerson Electric (EMR)	0.2	$89M		720k	123.20	View chart
Intuit Stock (INTU)	0.2	$88M	-8%	141k	627.12	View chart
Nextera Energy Stock (NEE)	0.2	$88M	-6%	1.2M	74.54	View chart
Servicenow (NOW)	0.2	$86M	-5%	86k	1002.46	View chart
3M Company (MMM)	0.2	$86M	+5%	643k	133.05	View chart
Spdr Index Shs Fds Etf (SPEM)	0.2	$85M	+5%	2.2M	38.37	View chart
Capital Group Intl Focus Eqt Stock (CGXU)	0.2	$85M		3.4M	24.68	View chart
Spdr Ser Tr Etf (SPTS)	0.2	$85M	+2%	2.9M	29.01	View chart
Intuitive Surgical (ISRG)	0.2	$84M	+16%	162k	518.54	View chart
Caterpillar Stock (CAT)	0.2	$84M		230k	365.15	View chart
Stryker Corporation Stock (SYK)	0.2	$83M		231k	360.17	View chart
Fiserv (FI)	0.2	$83M		407k	203.80	View chart
Qualcomm Stock (QCOM)	0.2	$82M		521k	157.63	View chart
American Centy Etf Tr Etf (AVDV)	0.2	$82M	+5%	1.3M	65.08	View chart
Vaneck Etf Trust Etf (ANGL)	0.2	$82M		2.8M	28.67	View chart
Schwab Strategic Tr Etf (SCHG)	0.2	$81M	+266%	2.9M	27.87	View chart
Ishares Tr Etf (MUB)	0.2	$81M	+3%	756k	106.55	View chart
Ishares Tr Etf (IEF)	0.2	$80M	+12%	869k	92.45	View chart
Amphenol Corp Stock (APH)	0.2	$80M	-2%	1.2M	68.82	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$80M		919k	87.25	View chart
Invesco Exch Traded Fd Tr Ii Etf (QQQM)	0.2	$80M	+12%	381k	210.43	View chart
Rtx Corporation Stock (RTX)	0.2	$79M		693k	114.62	View chart
Schwab Charles Corp Stock (SCHW)	0.2	$78M		1.1M	72.31	View chart
Vanguard Whitehall Fds Etf (VYM)	0.2	$78M	+7%	609k	127.59	View chart
Ishares Tr Etf (VLUE)	0.2	$78M		734k	105.61	View chart
Vanguard REIT ETF (VNQ)	0.2	$77M		862k	89.09	View chart
United Rentals Stock (URI)	0.2	$76M		107k	708.04	View chart
Danaher Corporation Stock (DHR)	0.2	$73M	-7%	302k	243.00	View chart
Texas Instrs Stock (TXN)	0.2	$73M		384k	189.71	View chart
Lockheed Martin Corporation (LMT)	0.2	$73M	+7%	148k	491.63	View chart
Chubb (CB)	0.2	$73M	-11%	260k	279.48	View chart
Sjw Group Stock (SJW)	0.2	$72M		1.5M	49.23	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.2	$71M		688k	102.47	View chart
Novo Nordisk A/S (NVO)	0.2	$69M	-4%	758k	91.42	View chart
Netflix (NFLX)	0.1	$68M		83k	814.71	View chart
International Business Machines (IBM)	0.1	$68M	+2%	307k	219.99	View chart
Ishares Tr Etf (IWR)	0.1	$65M	+6%	736k	88.40	View chart
Blackstone Stock (BX)	0.1	$64M		383k	167.11	View chart
Schwab Strategic Tr Etf (SCHH)	0.1	$63M	-9%	3.0M	21.06	View chart
Linde (LIN)	0.1	$63M	-4%	146k	430.09	View chart
Amplify Etf Tr Blackswan Grwt (SWAN)	0.1	$62M		2.1M	29.37	View chart
Coca-Cola Company (KO)	0.1	$60M		923k	64.71	View chart
Verizon Communications (VZ)	0.1	$59M		1.4M	40.93	View chart
Citigroup Stock (C)	0.1	$58M	+2%	884k	65.96	View chart
SPDR S&P MidCap 400 ETF (MDY)	0.1	$58M	+4%	102k	570.25	View chart
Wells Fargo Stock (WFC)	0.1	$58M		850k	67.87	View chart
Northern Tr Corp Stock (NTRS)	0.1	$57M	+451%	556k	102.34	View chart
Boston Scientific Corp Stock (BSX)	0.1	$56M	-10%	638k	87.64	View chart
Vanguard Scottsdale Fds Etf (VONE)	0.1	$56M	-15%	209k	266.25	View chart
Booking Holdings Stock (BKNG)	0.1	$55M	+2%	11k	4874.00	View chart
Kla Corp Stock (KLAC)	0.1	$55M		85k	640.63	View chart
Advanced Micro Devices Stock (AMD)	0.1	$55M	-16%	432k	126.59	View chart
Ge Aerospace Stock (GE)	0.1	$54M		316k	170.00	View chart
Vanguard Intermediate-Term Bond ETF (BIV)	0.1	$54M	+21%	717k	74.74	View chart
Automatic Data Processing In Stock (ADP)	0.1	$54M		184k	290.59	View chart
Analog Devices Stock (ADI)	0.1	$53M	-2%	248k	214.85	View chart
United Parcel Service Stock (UPS)	0.1	$53M	-5%	419k	126.92	View chart
Ishares Tr Etf (SHV)	0.1	$53M		481k	110.11	View chart
Lowe's Companies (LOW)	0.1	$53M		209k	253.40	View chart
Ishares Tr Etf (OEF)	0.1	$52M	+13%	181k	288.85	View chart
Pfizer (PFE)	0.1	$52M	-4%	1.9M	27.33	View chart
Ishares Tr Etf (STIP)	0.1	$52M	+6%	516k	100.26	View chart
Ishares Tr Etf (USHY)	0.1	$51M	+13%	1.4M	36.79	View chart
Vanguard Small-Cap Value ETF (VBR)	0.1	$51M		256k	198.18	View chart
Paychex Stock (PAYX)	0.1	$50M		355k	139.82	View chart
Mondelez Intl Stock (MDLZ)	0.1	$50M	+3%	818k	60.70	View chart
Iqvia Holdings (IQV)	0.1	$50M	-16%	249k	198.44	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$49M		903k	54.75	View chart
Vanguard Index Fds Etf (VOT)	0.1	$49M		193k	253.75	View chart
Deere & Co Stock (DE)	0.1	$47M	-3%	111k	422.84	View chart
Ishares Tr Etf (IJK)	0.1	$46M	+2%	508k	90.93	View chart
Progressive Corp Stock (PGR)	0.1	$45M	+16%	187k	242.00	View chart
Waste Mgmt Inc Del Stock (WM)	0.1	$45M	+3%	220k	202.64	View chart
Goldman Sachs (GS)	0.1	$45M		80k	555.96	View chart
American Express Company (AXP)	0.1	$44M		153k	291.02	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$44M	+3%	610k	71.43	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$44M		837k	51.99	View chart
Norfolk Southn Corp Stock (NSC)	0.1	$43M	-10%	181k	238.44	View chart
Quanta Svcs Stock (PWR)	0.1	$43M	+2%	137k	314.88	View chart
Palantir Technologies (PLTR)	0.1	$43M	+15%	630k	68.28	View chart
Vanguard Admiral Fds Etf (VIOO)	0.1	$43M	-4%	403k	106.04	View chart
Ishares Tr Etf (IWD)	0.1	$43M	+17%	230k	185.20	View chart
Ishares Tr Etf (SUB)	0.1	$42M	+19%	401k	105.48	View chart
On Hldg (ONON)	0.1	$42M	+6%	765k	54.66	View chart
Ishares Tr Etf (ACWX)	0.1	$42M		800k	52.23	View chart
New Mtn Fin Corp Stock (NMFC)	0.1	$42M	-3%	3.7M	11.26	View chart
Wisdomtree Tr Etf (DGRW)	0.1	$41M	+207%	509k	80.94	View chart
American Centy Etf Tr Etf (AVDE)	0.1	$41M	NEW	671k	61.37	View chart
Air Prods & Chems Stock (APD)	0.1	$41M		141k	290.55	View chart
Comcast Corporation (CMCSA)	0.1	$41M	-10%	1.0M	39.43	View chart
Applied Matls Stock (AMAT)	0.1	$41M	-8%	235k	173.48	View chart
Cummins Stock (CMI)	0.1	$40M		117k	345.75	View chart
Goldman Sachs Etf Tr activebeta int (GSIE)	0.1	$39M	+6%	1.2M	33.35	View chart
Dimensional Etf Trust Etf (DFAT)	0.1	$39M	-2%	693k	55.66	View chart
Ishares Tr Etf (IJT)	0.1	$38M		280k	135.37	View chart
Intercontinental Exchange (ICE)	0.1	$38M	-5%	245k	153.37	View chart
Select Sector Spdr Tr Etf (XLK)	0.1	$37M	+51%	161k	232.31	View chart
Eaton (ETN)	0.1	$37M		111k	331.75	View chart
Alibaba Group Hldg Stock (BABA)	0.1	$37M		432k	84.96	View chart
Dimensional Etf Trust Etf (DFUS)	0.1	$37M	-5%	574k	63.75	View chart
At&t Stock (T)	0.1	$36M	+3%	1.6M	22.53	View chart
Parker-Hannifin Corporation (PH)	0.1	$36M	-9%	57k	633.46	View chart
Vanguard Total World Stock Idx (VT)	0.1	$36M	-16%	307k	117.48	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.1	$36M	+4901%	654k	54.92	View chart
Chipotle Mexican Grill Stock (CMG)	0.1	$36M	+4%	598k	59.90	View chart
Uber Technologies (UBER)	0.1	$36M	+33%	572k	62.46	View chart
Philip Morris Intl Stock (PM)	0.1	$36M	+17%	295k	120.64	View chart
Cintas Corp Stock (CTAS)	0.1	$35M	-21%	184k	192.29	View chart
Tidewater (TDW)	0.1	$35M	-11%	536k	66.01	View chart
The Campbells Company Stock (CPB)	0.1	$35M	+294%	837k	41.94	View chart
Tractor Supply Company (TSCO)	0.1	$35M	+366%	620k	56.64	View chart
Discover Finl Svcs Stock (DFS)	0.1	$35M	-9%	211k	165.18	View chart
Vanguard Scottsdale Fds Etf (VTHR)	0.1	$35M		134k	258.90	View chart
Spdr Dow Jones Indl Average Etf (DIA)	0.1	$34M	+16%	81k	425.53	View chart
Ecolab (ECL)	0.1	$34M	-2%	143k	240.72	View chart
Us Bancorp Del Stock (USB)	0.1	$34M	+4%	725k	47.30	View chart
Tetra Tech (TTEK)	0.1	$34M		857k	39.88	View chart
iShares S&P 500 Growth Index (IVW)	0.1	$34M	+32%	333k	101.50	View chart
ConocoPhillips (COP)	0.1	$34M	+26%	338k	100.06	View chart
Vanguard Scottsdale Fds Etf (VONG)	0.1	$34M	+6%	327k	103.30	View chart
Vanguard Index Fds Etf (VV)	0.1	$34M	+21%	125k	269.70	View chart
Ameriprise Finl Stock (AMP)	0.1	$33M	-22%	69k	481.78	View chart
Ishares Tr Etf (ICSH)	0.1	$33M	-70%	658k	50.43	View chart
Apollo Global Mgmt Stock (APO)	0.1	$33M	+2%	201k	163.45	View chart
Autodesk Stock (ADSK)	0.1	$33M		111k	293.40	View chart
Duke Energy (DUK)	0.1	$33M	+7%	300k	108.60	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$33M	+8%	379k	85.71	View chart
Vaneck Etf Trust Etf (MOAT)	0.1	$32M		345k	92.72	View chart
Proshares Tr S&p 500 Aristo (NOBL)	0.1	$32M	-8%	319k	99.58	View chart
American Wtr Wks Stock (AWK)	0.1	$32M	-17%	233k	136.36	View chart
Starbucks Corp Stock (SBUX)	0.1	$31M	-4%	340k	92.09	View chart
Novartis Stock (NVS)	0.1	$31M		311k	99.88	View chart
Corcept Therapeutics Stock (CORT)	0.1	$31M		608k	50.34	View chart
Roper Industries (ROP)	0.1	$30M	-2%	58k	524.48	View chart
Vanguard World Etf (VHT)	0.1	$30M		119k	253.80	View chart
Ishares Tr Etf (DSI)	0.1	$30M	+2%	270k	110.25	View chart
Dimensional Etf Trust Etf (DFAS)	0.1	$29M	+9%	449k	65.08	View chart
Builders FirstSource (BLDR)	0.1	$29M	-28%	170k	170.41	View chart
Ishares Tr Etf (IJJ)	0.1	$29M		231k	124.96	View chart
Gds Holdings ads (GDS)	0.1	$29M		1.2M	23.76	View chart
Constellation Brands Stock (STZ)	0.1	$29M	+3%	126k	228.18	View chart
Welltower Inc Com reit (WELL)	0.1	$29M		227k	126.23	View chart
Nike Stock (NKE)	0.1	$28M	-11%	364k	78.12	View chart

Past Filings by Cerity Partners

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

Cerity Partners 2024 Q4 filed Feb. 13, 2025
Cerity Partners 2024 Q3 filed Nov. 12, 2024
Cerity Partners 2024 Q2 filed Aug. 13, 2024
Cerity Partners 2024 Q1 filed May 14, 2024
Cerity Partners 2023 Q4 filed Jan. 26, 2024
Cerity Partners 2023 Q3 filed Nov. 14, 2023
Cerity Partners 2023 Q2 filed Aug. 14, 2023
Cerity Partners 2023 Q1 filed May 11, 2023
Cerity Partners 2022 Q4 filed Feb. 15, 2023
Cerity Partners 2022 Q3 filed Nov. 14, 2022
Cerity Partners 2022 Q2 filed Aug. 10, 2022
Cerity Partners 2022 Q1 filed April 25, 2022
Cerity Partners 2021 Q4 filed Feb. 14, 2022
Cerity Partners 2021 Q3 filed Oct. 25, 2021
Cerity Partners 2021 Q1 restated filed Aug. 11, 2021
Cerity Partners 2021 Q2 filed Aug. 11, 2021

View all past filings

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