HPM Partners
Latest statistics and disclosures from Cerity Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ITW, GDS, AAPL, SPY, VOO, and represent 30.22% of Cerity Partners's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$99M), MSFT (+$24M), TMO (+$21M), VOO (+$20M), AMZN (+$17M), IEFA (+$17M), HD (+$15M), V (+$13M), JPM (+$13M), FB (+$12M).
- Started 87 new stock positions in DD, ZM, AME, IQV, ALL, SLV, SBAC, CNK, SCHB, SH.
- Reduced shares in these 10 stocks: VUG (-$17M), EFA (-$7.8M), SCHZ (-$7.3M), HYG (-$5.7M), DELL, ICF, EMB, LQD, BNDX, KO.
- Sold out of its positions in AYX, BIF, CTXS, CIO, RFI, OFC, DTE, DSKEW, DELL, SPXS.
- Cerity Partners was a net buyer of stock by $542M.
- Cerity Partners has $2.4B in assets under management (AUM), dropping by 34.28%.
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Portfolio Holdings for Cerity Partners
Companies in the Cerity Partners portfolio as of the September 2020 quarterly 13F filing
Cerity Partners has 501 total positions. Only the first 250 positions are shown.
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- Download the Cerity Partners September 2020 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Illinois Tool Works (ITW) | 11.1 | $270M | 1.4M | 193.21 | ||
| Gds Holdings ads (GDS) | 6.0 | $145M | +5% | 1.8M | 81.83 | |
| Apple (AAPL) | 4.9 | $119M | +495% | 1.0M | 115.81 | |
| Spdr S&p 500 Etf Tr ETF - Equity (SPY) | 4.5 | $108M | +4% | 324k | 334.89 | |
| Vanguard Index Fds ETF - Equity (VOO) | 3.8 | $92M | +27% | 299k | 307.66 | |
| Northern Trust Corporation (NTRS) | 2.6 | $63M | 808k | 77.97 | ||
| Microsoft Corp Common Stock (MSFT) | 2.4 | $58M | +72% | 276k | 210.32 | |
| Amazon (AMZN) | 2.0 | $50M | +49% | 16k | 3148.72 | |
| Broadmark Rlty Cap (BRMK) | 1.7 | $42M | -2% | 4.2M | 9.86 | |
| Ishares Tr ETF - Equity (IEFA) | 1.6 | $40M | +70% | 663k | 60.28 | |
| Facebook Inc cl a (FB) | 1.4 | $35M | +49% | 133k | 261.90 | |
| Thermo Fisher Scientific Common Stock (TMO) | 1.3 | $31M | +218% | 70k | 441.53 | |
| Home Depot Common Stock (HD) | 1.2 | $29M | +109% | 105k | 277.66 | |
| Ishares Tr ETF - Equity (EFA) | 1.1 | $28M | -21% | 438k | 63.65 | |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $27M | +91% | 284k | 96.27 | |
| Alibaba Group Holding (BABA) | 1.1 | $26M | 89k | 293.98 | ||
| Visa Common Stock (V) | 1.0 | $25M | +109% | 127k | 199.97 | |
| Alphabet Common Stock (GOOG) | 1.0 | $24M | +56% | 16k | 1469.60 | |
| salesforce (CRM) | 0.8 | $20M | +67% | 78k | 251.30 | |
| Nvidia Corporation Common Stock (NVDA) | 0.8 | $19M | +20% | 35k | 541.22 | |
| Alphabet Common Stock (GOOGL) | 0.8 | $19M | +70% | 13k | 1465.54 | |
| Qualcomm (QCOM) | 0.7 | $18M | +135% | 155k | 117.68 | |
| Paypal Hldgs Common Stock (PYPL) | 0.7 | $18M | +173% | 91k | 197.02 | |
| Procter And Gamble Common Stock (PG) | 0.7 | $18M | +15% | 129k | 138.99 | |
| Johnson & Johnson (JNJ) | 0.7 | $17M | +55% | 111k | 148.88 | |
| Alphatec Holdings (ATEC) | 0.7 | $16M | 2.4M | 6.64 | ||
| iShares Russell 2000 Index (IWM) | 0.6 | $16M | -2% | 105k | 149.79 | |
| Cisco Sys Common Stock (CSCO) | 0.6 | $16M | +39% | 398k | 39.39 | |
| Pepsico Common Stock (PEP) | 0.6 | $16M | +120% | 112k | 138.60 | |
| Danaher Corporation (DHR) | 0.6 | $15M | +120% | 71k | 215.28 | |
| Disney Walt Common Stock (DIS) | 0.6 | $15M | +29% | 121k | 124.08 | |
| Berkshire Hathaway Inc Del Common Stock (BRK.B) | 0.6 | $14M | +11% | 66k | 212.94 | |
| Spdr Gold Tr ETF - Commodity (GLD) | 0.6 | $14M | 78k | 177.12 | ||
| Honeywell Intl Common Stock (HON) | 0.6 | $14M | +146% | 84k | 164.59 | |
| Intel Corp Common Stock (INTC) | 0.6 | $14M | +17% | 265k | 51.78 | |
| Vanguard Europe Pacific ETF (VEA) | 0.5 | $13M | +18% | 322k | 40.90 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $13M | +165% | 26k | 490.42 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.5 | $13M | +2% | 472k | 26.76 | |
| Ishares Inc core msci emkt (IEMG) | 0.5 | $13M | +17% | 239k | 52.80 | |
| UnitedHealth (UNH) | 0.5 | $12M | +175% | 39k | 311.64 | |
| Vanguard Growth ETF (VUG) | 0.5 | $12M | -57% | 53k | 227.61 | |
| Paychex Common Stock (PAYX) | 0.5 | $12M | 149k | 79.77 | ||
| Costco Wholesale Corporation (COST) | 0.5 | $11M | +124% | 31k | 355.00 | |
| Verizon Communications Common Stock (VZ) | 0.5 | $11M | +15% | 187k | 59.49 | |
| American Tower Reit (AMT) | 0.5 | $11M | +86% | 46k | 241.73 | |
| NuVasive (NUVA) | 0.4 | $11M | 221k | 48.57 | ||
| Sherwin-Williams Company (SHW) | 0.4 | $10M | +47% | 15k | 696.73 | |
| iShares MSCI Pacific ex-Japan Idx (EPP) | 0.4 | $10M | -14% | 251k | 40.58 | |
| Bristol Myers Squibb (BMY) | 0.4 | $10M | +97% | 168k | 60.28 | |
| iShares S&P 500 Index (IVV) | 0.4 | $9.8M | 29k | 336.05 | ||
| Cintas Corporation (CTAS) | 0.4 | $9.7M | +265% | 29k | 332.78 | |
| Starbucks Corporation (SBUX) | 0.4 | $9.6M | +65% | 112k | 85.92 | |
| Vanguard REIT ETF (VNQ) | 0.4 | $9.6M | 122k | 78.96 | ||
| Estee Lauder Companies (EL) | 0.4 | $9.4M | +322% | 43k | 218.20 | |
| Generac Holdings (GNRC) | 0.4 | $9.4M | -20% | 49k | 193.63 | |
| Wal-Mart Stores (WMT) | 0.4 | $9.2M | +11% | 66k | 139.89 | |
| Abbott Laboratories (ABT) | 0.4 | $9.2M | +66% | 84k | 108.83 | |
| Cantel Medical (CMD) | 0.4 | $8.8M | 201k | 43.94 | ||
| Ishares Tr (LRGF) | 0.4 | $8.7M | +2% | 262k | 33.20 | |
| Intuit (INTU) | 0.4 | $8.6M | +179% | 26k | 326.18 | |
| Abbvie Common Stock (ABBV) | 0.3 | $8.3M | +21% | 95k | 87.59 | |
| Vanguard Value ETF (VTV) | 0.3 | $8.3M | -6% | 79k | 104.50 | |
| Merck & Co Common Stock (MRK) | 0.3 | $8.2M | +76% | 99k | 82.94 | |
| American Wtr Wks Common Stock (AWK) | 0.3 | $8.2M | +1203% | 57k | 144.88 | |
| iShares Cohen & Steers Realty Maj. (ICF) | 0.3 | $7.9M | -33% | 77k | 102.01 | |
| Prologis (PLD) | 0.3 | $7.8M | +112% | 78k | 100.61 | |
| Cvs Health Corp Common Stock (CVS) | 0.3 | $7.6M | +55% | 130k | 58.39 | |
| Nike Common Stock (NKE) | 0.3 | $7.5M | +92% | 59k | 125.54 | |
| Dow (DOW) | 0.3 | $7.2M | +8% | 153k | 47.05 | |
| Goldman Sachs Group Common Stock (GS) | 0.3 | $7.1M | +5% | 35k | 200.96 | |
| Medtronic (MDT) | 0.3 | $7.0M | +105% | 67k | 103.92 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.3 | $6.9M | 25k | 277.84 | ||
| iShares S&P 500 Growth Index (IVW) | 0.3 | $6.9M | -4% | 30k | 231.08 | |
| Accenture (ACN) | 0.3 | $6.9M | +103% | 31k | 226.00 | |
| Pfizer Common Stock (PFE) | 0.3 | $6.8M | -30% | 186k | 36.70 | |
| Vanguard Emerging Markets ETF (VWO) | 0.3 | $6.8M | +31% | 157k | 43.24 | |
| Caterpillar Inc Del Common Stock (CAT) | 0.3 | $6.5M | 44k | 149.15 | ||
| TJX Companies (TJX) | 0.3 | $6.5M | +401% | 117k | 55.62 | |
| Bank of America Corporation (BAC) | 0.3 | $6.2M | +88% | 259k | 24.09 | |
| iShares Russell Midcap Index Fund (IWR) | 0.3 | $6.2M | +13% | 108k | 57.38 | |
| Chevron Corp Common Stock (CVX) | 0.3 | $6.2M | +26% | 86k | 72.00 | |
| Citigroup Common Stock (C) | 0.2 | $6.0M | +27% | 140k | 43.10 | |
| Texas Instrs Common Stock (TXN) | 0.2 | $6.0M | +11% | 42k | 142.79 | |
| Raytheon Technologies Corp Common Stock (RTX) | 0.2 | $5.9M | -17% | 103k | 57.54 | |
| Amgen Common Stock (AMGN) | 0.2 | $5.7M | +22% | 23k | 254.18 | |
| Philip Morris Intl Common Stock (PM) | 0.2 | $5.7M | +18% | 77k | 74.98 | |
| Teleflex Incorporated Common Stock (TFX) | 0.2 | $5.7M | +334% | 17k | 340.36 | |
| Norfolk Southern (NSC) | 0.2 | $5.7M | +307% | 27k | 213.98 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $5.6M | -7% | 164k | 34.33 | |
| Emerson Electric (EMR) | 0.2 | $5.3M | +9% | 81k | 65.55 | |
| Chubb (CB) | 0.2 | $5.2M | +259% | 45k | 116.10 | |
| Boston Scientific Corporation (BSX) | 0.2 | $5.2M | +195% | 136k | 38.20 | |
| Nextera Energy (NEE) | 0.2 | $5.2M | +193% | 19k | 277.57 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $5.1M | 116k | 44.09 | ||
| 3M Common Stock (MMM) | 0.2 | $5.0M | +8% | 31k | 160.15 | |
| Union Pac Corp Common Stock (UNP) | 0.2 | $5.0M | +109% | 25k | 196.93 | |
| Becton, Dickinson and (BDX) | 0.2 | $4.9M | +420% | 21k | 232.60 | |
| Ameriprise Financial (AMP) | 0.2 | $4.9M | +974% | 32k | 154.10 | |
| Gilead Sciences (GILD) | 0.2 | $4.9M | +92% | 77k | 63.19 | |
| At&t Common Stock (T) | 0.2 | $4.8M | +53% | 169k | 28.51 | |
| Vaneck Vectors Etf Tr morningstar wide (MOAT) | 0.2 | $4.8M | -2% | 88k | 54.59 | |
| Dbx Trackers db xtr msci eur (DBEU) | 0.2 | $4.6M | 168k | 27.44 | ||
| Dover Corporation (DOV) | 0.2 | $4.5M | NEW | 42k | 108.34 | |
| Enterprise Products Partners (EPD) | 0.2 | $4.4M | +4% | 281k | 15.79 | |
| Schwab Strategic Tr us reit etf (SCHH) | 0.2 | $4.4M | +8% | 125k | 35.37 | |
| Oracle Corp Common Stock (ORCL) | 0.2 | $4.3M | +83% | 73k | 59.71 | |
| Crown Castle Intl (CCI) | 0.2 | $4.3M | +1119% | 26k | 166.49 | |
| Mcdonalds Corp Common Stock (MCD) | 0.2 | $4.3M | +11% | 20k | 219.47 | |
| Coca Cola Common Stock (KO) | 0.2 | $4.3M | -43% | 87k | 49.37 | |
| United Parcel Service (UPS) | 0.2 | $4.3M | +956% | 26k | 166.60 | |
| Mastercard Incorporated Common Stock (MA) | 0.2 | $4.1M | 12k | 338.20 | ||
| Intercontinental Exchange (ICE) | 0.2 | $4.0M | +310% | 40k | 100.05 | |
| Cme (CME) | 0.2 | $3.9M | +280% | 23k | 167.29 | |
| Comcast Corp Common Stock (CMCSA) | 0.2 | $3.9M | +169% | 84k | 46.26 | |
| Boeing Common Stock (BA) | 0.2 | $3.9M | -10% | 23k | 165.26 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.2 | $3.8M | 11k | 338.87 | ||
| iShares S&P MidCap 400 Index (IJH) | 0.2 | $3.7M | -2% | 20k | 185.31 | |
| Tesla Motors (TSLA) | 0.2 | $3.7M | +371% | 8.6k | 429.04 | |
| Broadcom Common Stock (AVGO) | 0.1 | $3.6M | +334% | 9.8k | 364.32 | |
| iShares Russell 1000 Index (IWB) | 0.1 | $3.6M | 19k | 187.17 | ||
| Vanguard High Dividend Yield ETF (VYM) | 0.1 | $3.5M | -27% | 43k | 80.92 | |
| Linde (LIN) | 0.1 | $3.4M | +162% | 14k | 238.14 | |
| Clarivate Common Stock (CCC) | 0.1 | $3.4M | NEW | 110k | 30.99 | |
| Monro Muffler Brake (MNRO) | 0.1 | $3.3M | 82k | 40.58 | ||
| Everest Re Group (RE) | 0.1 | $3.2M | 16k | 197.56 | ||
| Roper Industries (ROP) | 0.1 | $3.2M | +241% | 8.1k | 395.16 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.1 | $3.1M | 23k | 135.41 | ||
| FedEx Corporation (FDX) | 0.1 | $3.1M | +34% | 12k | 251.56 | |
| Ametek (AME) | 0.1 | $3.1M | NEW | 31k | 99.39 | |
| Edwards Lifesciences (EW) | 0.1 | $3.1M | +11% | 39k | 79.82 | |
| T. Rowe Price (TROW) | 0.1 | $3.0M | +25% | 24k | 128.20 | |
| Truist Financial Corp equities (TFC) | 0.1 | $3.0M | +825% | 79k | 38.03 | |
| Db-x Msci Eafe Currency-hedged (DBEF) | 0.1 | $3.0M | +5% | 97k | 30.60 | |
| Verisk Analytics (VRSK) | 0.1 | $2.9M | +479% | 16k | 185.30 | |
| Ishares Msci Japan (EWJ) | 0.1 | $2.9M | -9% | 49k | 59.07 | |
| Wells Fargo Common Stock (WFC) | 0.1 | $2.8M | +20% | 121k | 23.50 | |
| Mondelez Int (MDLZ) | 0.1 | $2.8M | +2% | 49k | 57.43 | |
| Regeneron Pharmaceuticals (REGN) | 0.1 | $2.8M | +5% | 5.1k | 559.86 | |
| Exelon Corp Common Stock (EXC) | 0.1 | $2.8M | +2% | 78k | 35.76 | |
| Eaton (ETN) | 0.1 | $2.7M | +49% | 27k | 102.01 | |
| iShares MSCI ACWI Index Fund (ACWI) | 0.1 | $2.7M | -9% | 33k | 79.93 | |
| W.W. Grainger (GWW) | 0.1 | $2.6M | 7.4k | 356.78 | ||
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $2.6M | -47% | 37k | 70.23 | |
| Safehold (SAFE) | 0.1 | $2.5M | 41k | 62.11 | ||
| International Business Machs Common Stock (IBM) | 0.1 | $2.5M | +33% | 20k | 121.62 | |
| Iqvia Holdings (IQV) | 0.1 | $2.5M | NEW | 16k | 157.60 | |
| Discover Financial Services (DFS) | 0.1 | $2.4M | +858% | 42k | 57.73 | |
| Stryker Corporation (SYK) | 0.1 | $2.4M | 11k | 208.38 | ||
| Alexion Pharmaceuticals (ALXN) | 0.1 | $2.3M | +130% | 21k | 114.45 | |
| Fortinet (FTNT) | 0.1 | $2.3M | NEW | 20k | 117.82 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $2.3M | +31% | 6.0k | 383.29 | |
| Equinix (EQIX) | 0.1 | $2.3M | NEW | 3.0k | 760.00 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.1 | $2.2M | 13k | 180.15 | ||
| Ishares Tr core msci euro (IEUR) | 0.1 | $2.2M | -5% | 50k | 44.70 | |
| Fidelity National Information Services (FIS) | 0.1 | $2.2M | NEW | 15k | 147.22 | |
| Deere & Co Common Stock (DE) | 0.1 | $2.2M | +7% | 9.9k | 221.54 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $2.2M | +43% | 11k | 202.31 | |
| Adaptive Biotechnologies Cor (ADPT) | 0.1 | $2.2M | +839% | 45k | 48.62 | |
| Ihs Markit Common Stock (INFO) | 0.1 | $2.2M | 28k | 78.51 | ||
| Netflix (NFLX) | 0.1 | $2.2M | +12% | 4.4k | 500.46 | |
| Vanguard Mid-Cap ETF (VO) | 0.1 | $2.2M | +2% | 12k | 176.25 | |
| Hannon Armstrong (HASI) | 0.1 | $2.1M | NEW | 51k | 42.27 | |
| Autodesk (ADSK) | 0.1 | $2.1M | +128% | 9.2k | 231.09 | |
| Trane Technologies (TT) | 0.1 | $2.1M | +449% | 17k | 121.26 | |
| Fortive (FTV) | 0.1 | $2.1M | +10% | 27k | 76.21 | |
| Air Products & Chemicals (APD) | 0.1 | $2.1M | +4% | 6.9k | 297.86 | |
| Genmab A/s -sp (GMAB) | 0.1 | $2.0M | NEW | 55k | 36.60 | |
| Ansys (ANSS) | 0.1 | $2.0M | -5% | 6.1k | 327.14 | |
| Skyworks Solutions (SWKS) | 0.1 | $2.0M | NEW | 14k | 145.52 | |
| Solaredge Technologies (SEDG) | 0.1 | $2.0M | NEW | 8.2k | 238.40 | |
| Bio-techne Corporation (TECH) | 0.1 | $2.0M | NEW | 7.9k | 247.68 | |
| Microchip Technology (MCHP) | 0.1 | $1.9M | +122% | 19k | 102.78 | |
| Cigna Corp (CI) | 0.1 | $1.9M | +299% | 11k | 169.43 | |
| Altria (MO) | 0.1 | $1.9M | +9% | 49k | 38.64 | |
| Analog Devices (ADI) | 0.1 | $1.9M | +67% | 16k | 116.73 | |
| Catalent (CTLT) | 0.1 | $1.9M | -25% | 22k | 85.68 | |
| Technology SPDR (XLK) | 0.1 | $1.9M | +2% | 16k | 116.67 | |
| Aon (AON) | 0.1 | $1.8M | +103% | 8.9k | 206.29 | |
| Dbx Etf Tr em curr hdg eq (DBEM) | 0.1 | $1.8M | -39% | 75k | 24.29 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $1.8M | +25% | 8.4k | 216.85 | |
| Us Bancorp Del Common Stock (USB) | 0.1 | $1.8M | +3% | 50k | 35.80 | |
| Phillips 66 (PSX) | 0.1 | $1.8M | +78% | 35k | 51.84 | |
| Huntington Bancshares Incorporated (HBAN) | 0.1 | $1.8M | +19% | 193k | 9.17 | |
| Lilly Eli & Co Common Stock (LLY) | 0.1 | $1.8M | +49% | 12k | 148.09 | |
| Marriott International (MAR) | 0.1 | $1.8M | NEW | 19k | 92.59 | |
| Ball Corporation (BLL) | 0.1 | $1.7M | NEW | 21k | 83.13 | |
| iStar Financial (STAR) | 0.1 | $1.7M | -16% | 146k | 11.81 | |
| iShares Russell 1000 Value Index (IWD) | 0.1 | $1.7M | -10% | 15k | 118.13 | |
| Zimmer Holdings (ZBH) | 0.1 | $1.7M | +19% | 12k | 136.15 | |
| O'reilly Automotive (ORLY) | 0.1 | $1.7M | +631% | 3.6k | 461.05 | |
| Guardant Health Common Stock (GH) | 0.1 | $1.7M | NEW | 15k | 111.79 | |
| SPDR DJ Wilshire Large Cap Growth (SPYG) | 0.1 | $1.7M | +18% | 33k | 50.12 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $1.6M | +63% | 5.2k | 315.49 | |
| Bwx Technologies (BWXT) | 0.1 | $1.6M | NEW | 29k | 56.33 | |
| Vanguard Small-Cap ETF (VB) | 0.1 | $1.6M | -10% | 10k | 153.82 | |
| Fiserv (FISV) | 0.1 | $1.6M | -7% | 15k | 103.05 | |
| iShares S&P 100 Index (OEF) | 0.1 | $1.6M | -2% | 10k | 155.71 | |
| Yum Brands Common Stock (YUM) | 0.1 | $1.6M | +128% | 17k | 91.24 | |
| Vanguard Total Stock Market ETF (VTI) | 0.1 | $1.6M | 9.2k | 170.35 | ||
| PNC Financial Services (PNC) | 0.1 | $1.5M | +31% | 14k | 109.94 | |
| Novartis (NVS) | 0.1 | $1.5M | +5% | 18k | 86.97 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $1.5M | 12k | 128.70 | ||
| Lincoln Electric Holdings (LECO) | 0.1 | $1.5M | 16k | 92.06 | ||
| Acadia Healthcare (ACHC) | 0.1 | $1.5M | 50k | 29.48 | ||
| Dollar General (DG) | 0.1 | $1.5M | NEW | 7.0k | 209.67 | |
| Automatic Data Processing (ADP) | 0.1 | $1.5M | +7% | 10k | 139.47 | |
| Viacomcbs (VIAC) | 0.1 | $1.5M | +4% | 52k | 28.01 | |
| General Mills (GIS) | 0.1 | $1.4M | +28% | 23k | 61.66 | |
| Key (KEY) | 0.1 | $1.4M | 119k | 11.93 | ||
| WisdomTree LargeCap Dividend Fund (DLN) | 0.1 | $1.4M | 14k | 97.03 | ||
| Servicenow (NOW) | 0.1 | $1.4M | +53% | 2.8k | 485.07 | |
| Shopify Inc cl a (SHOP) | 0.1 | $1.4M | +38% | 1.3k | 1023.05 | |
| Stanley Black & Decker (SWK) | 0.1 | $1.4M | +27% | 8.4k | 162.22 | |
| S&p Global Common Stock (SPGI) | 0.1 | $1.4M | +4% | 3.8k | 360.74 | |
| Baxter International (BAX) | 0.1 | $1.4M | +36% | 17k | 80.41 | |
| Rexford Industrial Realty Inc reit (REXR) | 0.1 | $1.4M | 30k | 45.76 | ||
| Morgan Stanley (MS) | 0.1 | $1.3M | +8% | 28k | 48.35 | |
| Docusign (DOCU) | 0.1 | $1.3M | -8% | 6.0k | 215.19 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $1.3M | +33% | 4.00 | 320000.00 | |
| Lowes Cos Common Stock (LOW) | 0.1 | $1.3M | +50% | 7.6k | 165.62 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $1.3M | +101% | 8.5k | 147.72 | |
| Snap-on Incorporated (SNA) | 0.1 | $1.2M | 8.4k | 147.09 | ||
| Target Corp Common Stock (TGT) | 0.0 | $1.2M | +3% | 7.6k | 157.41 | |
| Iron Mountain (IRM) | 0.0 | $1.2M | +4% | 45k | 26.79 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $1.2M | 18k | 64.13 | ||
| Cognizant Technology Solutions (CTSH) | 0.0 | $1.2M | +63% | 17k | 69.40 | |
| Twilio Inc cl a (TWLO) | 0.0 | $1.2M | +26% | 4.7k | 247.00 | |
| Vanguard Scottsdale Fds vng rus1000grw (VONG) | 0.0 | $1.2M | 5.2k | 222.89 | ||
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $1.1M | -47% | 6.5k | 172.86 | |
| Proshares Tr S&p 500 Aristo (NOBL) | 0.0 | $1.1M | 16k | 72.13 | ||
| Applied Matls Common Stock (AMAT) | 0.0 | $1.1M | +4% | 19k | 59.43 | |
| Unilever (UL) | 0.0 | $1.1M | +120% | 18k | 61.68 | |
| Anthem (ANTM) | 0.0 | $1.1M | +44% | 4.1k | 268.50 | |
| Alexandria Real Estate Eq In Common Stock (ARE) | 0.0 | $1.1M | NEW | 6.9k | 159.99 | |
| DaVita (DVA) | 0.0 | $1.1M | 13k | 85.68 | ||
| Hd Supply (HDS) | 0.0 | $1.1M | +36% | 26k | 41.23 | |
| Avery Dennison Corporation (AVY) | 0.0 | $1.1M | NEW | 8.4k | 127.89 | |
| Saratoga Investment (SAR) | 0.0 | $1.1M | NEW | 64k | 16.79 | |
| iShares S&P 500 Value Index (IVE) | 0.0 | $1.1M | 9.4k | 112.45 | ||
| American Express Common Stock (AXP) | 0.0 | $1.0M | -67% | 10k | 100.32 | |
| Db-x Msci Japan Etf equity (DBJP) | 0.0 | $1.0M | +4% | 25k | 40.71 | |
| Monster Beverage Corp (MNST) | 0.0 | $1.0M | 13k | 80.23 | ||
| Ecolab (ECL) | 0.0 | $1.0M | +34% | 5.1k | 199.84 | |
| Flexshares Tr intl qltdv idx (IQDF) | 0.0 | $1.0M | 49k | 20.69 | ||
| Zoetis Inc Cl A (ZTS) | 0.0 | $1.0M | +13% | 6.2k | 165.34 | |
| Dominion Resources (D) | 0.0 | $1.0M | +133% | 13k | 78.97 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $998k | +67% | 2.1k | 475.01 | |
| Walgreens Boots Alliance Common Stock (WBA) | 0.0 | $981k | -4% | 27k | 35.92 | |
| Duke Energy (DUK) | 0.0 | $972k | +277% | 11k | 88.56 | |
| General Motors Company (GM) | 0.0 | $967k | 33k | 29.60 | ||
Past Filings by Cerity Partners
SEC 13F filings are viewable for Cerity Partners going back to 2016
- Cerity Partners 2020 Q3 filed Nov. 12, 2020
- Cerity Partners 2020 Q2 restated filed Aug. 17, 2020
- Cerity Partners 2020 Q2 filed Aug. 14, 2020
- Cerity Partners 2020 Q1 filed May 14, 2020
- Cerity Partners 2019 Q4 filed Feb. 14, 2020
- Cerity Partners 2019 Q3 filed Oct. 30, 2019
- Cerity Partners 2019 Q2 filed Aug. 14, 2019
- Cerity Partners 2019 Q1 filed May 14, 2019
- Cerity Partners 2018 Q4 filed Feb. 6, 2019
- HPM Partners 2018 Q3 filed Nov. 15, 2018
- HPM Partners 2018 Q2 filed Aug. 15, 2018
- HPM Partners 2018 Q1 filed May 15, 2018
- HPM Partners 2017 Q4 filed Feb. 14, 2018
- HPM Partners 2017 Q3 filed Nov. 13, 2017
- HPM Partners 2017 Q2 filed Aug. 10, 2017
- HPM Partners 2017 Q1 filed May 3, 2017