HPM Partners
Latest statistics and disclosures from Cerity Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ITW, VOO, GDS, AAPL, SPY, and represent 25.69% of Cerity Partners's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$40M), IEFA (+$26M), GDS (+$22M), MPC (+$7.3M), NXPI (+$7.0M), U (+$6.8M), VUG (+$6.3M), SPTL (+$6.2M), BA (+$5.9M), LQD.
- Started 80 new stock positions in TEL, BNL, ED, NTRA, SFNC, VGLT, ETSY, TNXP, WIX, FVRR.
- Reduced shares in these 10 stocks: CAT (-$8.1M), INTC (-$7.1M), FB (-$6.4M), ATEC (-$5.6M), GBDC, CVX, AMT, IGF, , BABA.
- Sold out of its positions in ACAD, Allianzgi Conv & Income Fd I, AYX, BUD, AVLR, SAN, BIIB, BGB, BHR, BRX.
- Cerity Partners was a net buyer of stock by $122M.
- Cerity Partners has $3.4B in assets under management (AUM), dropping by 8.24%.
- Central Index Key (CIK): 0001566475
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Portfolio Holdings for Cerity Partners
Companies in the Cerity Partners portfolio as of the March 2021 quarterly 13F filing
Cerity Partners has 658 total positions. Only the first 250 positions are shown.
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- Download the Cerity Partners March 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Illinois Tool Wks Stock (ITW) | 8.4 | $285M | 1.3M | 221.52 | ||
| Vanguard Index Fds Etf (VOO) | 5.0 | $168M | +31% | 460k | 364.30 | |
| GDS HLDGS Stock (GDS) | 4.5 | $152M | +16% | 1.9M | 81.09 | |
| Apple Stock (AAPL) | 4.0 | $133M | +2% | 1.1M | 122.15 | |
| Spdr S&p 500 Etf Tr Etf (SPY) | 3.8 | $130M | +2% | 328k | 396.33 | |
| Ishares Tr Etf (IEFA) | 2.9 | $98M | +35% | 1.4M | 72.05 | |
| Northern Tr Corp Stock (NTRS) | 2.7 | $90M | +3% | 853k | 105.11 | |
| Microsoft Corp Stock (MSFT) | 2.0 | $68M | 290k | 235.77 | ||
| Amazon Stock (AMZN) | 1.5 | $51M | 17k | 3094.09 | ||
| Broadmark Rlty Cap Stock (BRMK) | 1.4 | $46M | +3% | 4.4M | 10.46 | |
| Jpmorgan Chase & Co Stock (JPM) | 1.3 | $43M | -2% | 280k | 152.23 | |
| Facebook Stock (FB) | 1.0 | $35M | -15% | 117k | 294.53 | |
| Ishares Tr Etf (IWM) | 1.0 | $34M | +13% | 155k | 220.94 | |
| Alphabet Stock (GOOG) | 1.0 | $34M | 16k | 2068.61 | ||
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| Ishares Tr Etf (EFA) | 1.0 | $34M | +3% | 442k | 75.87 | |
| Home Depot Stock (HD) | 1.0 | $33M | 109k | 305.25 | ||
| Alphatec Hldgs Stock (ATEC) | 1.0 | $32M | -14% | 2.0M | 15.79 | |
| Disney Walt Stock (DIS) | 1.0 | $32M | +13% | 174k | 184.52 | |
| Thermo Fisher Scientific Stock (TMO) | 0.9 | $31M | -4% | 67k | 456.38 | |
| Visa Stock (V) | 0.8 | $28M | 131k | 211.73 | ||
| Ishares Etf (IEMG) | 0.8 | $27M | +8% | 425k | 64.36 | |
| Vanguard Index Fds Etf (VTV) | 0.8 | $27M | +9% | 207k | 131.46 | |
| Ishares Tr Etf (IVV) | 0.8 | $27M | 68k | 397.82 | ||
| Alphabet Stock (GOOGL) | 0.8 | $26M | -3% | 13k | 2062.54 | |
| Cisco Sys Stock (CSCO) | 0.7 | $25M | 483k | 51.71 | ||
| Golub Cap Bdc Stock (GBDC) | 0.7 | $23M | -16% | 1.6M | 14.62 | |
| Qualcomm Stock (QCOM) | 0.7 | $23M | +10% | 171k | 132.59 | |
| Paypal Hldgs Stock (PYPL) | 0.7 | $22M | -3% | 92k | 242.84 | |
| Alibaba Group Hldg Stock (BABA) | 0.6 | $21M | -10% | 93k | 226.73 | |
| Nvidia Corporation Stock (NVDA) | 0.6 | $20M | -6% | 38k | 533.93 | |
| Ishares Tr Etf (GVI) | 0.6 | $20M | +4% | 170k | 114.86 | |
| Johnson & Johnson Stock (JNJ) | 0.6 | $19M | -2% | 116k | 164.35 | |
| Honeywell Intl Stock (HON) | 0.6 | $19M | 87k | 217.07 | ||
| Vanguard Index Fds Etf (VUG) | 0.6 | $19M | +50% | 73k | 257.04 | |
| Procter And Gamble Stock (PG) | 0.5 | $18M | 133k | 135.43 | ||
| Berkshire Hathaway Inc Del Stock (BRK.B) | 0.5 | $18M | -4% | 71k | 255.46 | |
| Salesforce Stock (CRM) | 0.5 | $18M | -7% | 83k | 211.87 | |
| Schwab Strategic Tr Etf (SCHE) | 0.5 | $17M | 544k | 31.78 | ||
| Vanguard Tax-managed Intl Etf (VEA) | 0.5 | $17M | 345k | 49.11 | ||
| Pepsico Stock (PEP) | 0.5 | $17M | -9% | 118k | 141.45 | |
| Goldman Sachs Etf Tr Etf (GSIE) | 0.5 | $16M | 491k | 33.04 | ||
| Cantel Med Corp Stock (CMD) | 0.5 | $16M | 201k | 79.84 | ||
| Danaher Corporation Stock (DHR) | 0.5 | $16M | 69k | 225.08 | ||
| Costco Whsl Corp Stock (COST) | 0.4 | $15M | 42k | 352.48 | ||
| Schwab Strategic Tr Etf (SCHZ) | 0.4 | $15M | +3% | 272k | 53.95 | |
| Paychex Stock (PAYX) | 0.4 | $15M | 148k | 98.02 | ||
| Unitedhealth Group Stock (UNH) | 0.4 | $14M | -3% | 39k | 372.08 | |
| Generac Hldgs Stock (GNRC) | 0.4 | $14M | -11% | 43k | 327.45 | |
| Bristol-myers Squibb Stock (BMY) | 0.4 | $14M | 213k | 63.13 | ||
| Bk Of America Corp Stock (BAC) | 0.4 | $13M | +33% | 346k | 38.69 | |
| Abbvie Stock (ABBV) | 0.4 | $13M | 118k | 108.22 | ||
| Cvs Health Corp Stock (CVS) | 0.4 | $13M | +7% | 169k | 75.23 | |
| Starbucks Corp Stock (SBUX) | 0.4 | $13M | 116k | 109.27 | ||
| Lauder Estee Cos Stock (EL) | 0.4 | $13M | 44k | 290.85 | ||
| Vanguard Scottsdale Fds Etf (VGIT) | 0.4 | $13M | +6% | 187k | 67.23 | |
| Vanguard Index Fds Etf (VNQ) | 0.4 | $12M | 132k | 91.86 | ||
| Boeing Stock (BA) | 0.4 | $12M | +100% | 47k | 254.72 | |
| Intuit Stock (INTU) | 0.3 | $12M | -3% | 30k | 383.06 | |
| Ishares Tr Etf (LQD) | 0.3 | $12M | +71% | 89k | 130.05 | |
| Adobe Systems Incorporated Stock (ADBE) | 0.3 | $12M | -10% | 24k | 475.37 | |
| Goldman Sachs Group Stock (GS) | 0.3 | $12M | 35k | 327.00 | ||
| Sherwin Williams Stock (SHW) | 0.3 | $12M | +3% | 16k | 738.04 | |
| Vanguard Intl Equity Index F Etf (VWO) | 0.3 | $11M | +17% | 213k | 52.05 | |
| Verizon Communications Stock (VZ) | 0.3 | $11M | -2% | 186k | 58.15 | |
| Citigroup Stock (C) | 0.3 | $11M | +3% | 148k | 72.75 | |
| Abbott Labs Stock (ABT) | 0.3 | $11M | 88k | 119.83 | ||
| Spdr Gold Tr Etf (GLD) | 0.3 | $10M | -12% | 63k | 159.97 | |
| Invesco Qqq Tr Etf (QQQ) | 0.3 | $9.9M | +5% | 31k | 319.12 | |
| Dow Stock (DOW) | 0.3 | $9.9M | 154k | 63.94 | ||
| Cintas Corp Stock (CTAS) | 0.3 | $9.7M | 29k | 341.32 | ||
| Ishares Tr Etf (HYG) | 0.3 | $9.7M | 111k | 87.18 | ||
| Stryker Corporation Stock (SYK) | 0.3 | $9.6M | 40k | 243.57 | ||
| Ishares Tr Stock (LRGF) | 0.3 | $9.5M | -2% | 234k | 40.64 | |
| Walmart Stock (WMT) | 0.3 | $9.4M | +2% | 69k | 135.84 | |
| Merck & Co Stock (MRK) | 0.3 | $9.1M | -5% | 119k | 77.09 | |
| Ishares Tr Closed End Fund (MUB) | 0.3 | $9.1M | +4% | 78k | 116.05 | |
| Accenture Plc Ireland Stock (ACN) | 0.3 | $9.1M | +6% | 33k | 276.25 | |
| Ishares Tr Etf (IBB) | 0.3 | $9.0M | 60k | 150.56 | ||
| Nxp Semiconductors N V Stock (NXPI) | 0.3 | $9.0M | +334% | 45k | 201.34 | |
| Ishares Tr Etf (ICF) | 0.3 | $9.0M | 156k | 57.81 | ||
| Ishares Etf (EPP) | 0.3 | $9.0M | -13% | 179k | 50.23 | |
| Ishares Tr Etf (IVW) | 0.3 | $8.9M | -2% | 137k | 65.11 | |
| Fifth Third Bancorp Stock (FITB) | 0.3 | $8.7M | 233k | 37.45 | ||
| Invesco Exch Traded Fd Tr Ii Etf (PGHY) | 0.3 | $8.7M | +5% | 392k | 22.10 | |
| Marathon Pete Corp Stock (MPC) | 0.3 | $8.6M | +559% | 161k | 53.49 | |
| Ishares Tr Etf (EMB) | 0.3 | $8.5M | 78k | 108.88 | ||
| Prologis Reit (PLD) | 0.3 | $8.5M | -2% | 80k | 106.00 | |
| Exxon Mobil Corp Stock (XOM) | 0.3 | $8.5M | 152k | 55.83 | ||
| Ishares Tr Etf (IWR) | 0.2 | $8.4M | 114k | 73.93 | ||
| Intel Corp Stock (INTC) | 0.2 | $8.3M | -46% | 130k | 64.00 | |
| Pfizer Stock (PFE) | 0.2 | $8.3M | -4% | 229k | 36.23 | |
| Texas Instrs Stock (TXN) | 0.2 | $8.2M | -3% | 44k | 188.99 | |
| Chubb Stock (CB) | 0.2 | $8.1M | +4% | 51k | 157.97 | |
| American Wtr Wks Stock (AWK) | 0.2 | $8.0M | -4% | 53k | 149.91 | |
| Ishares Tr Etf (SHY) | 0.2 | $8.0M | 93k | 86.25 | ||
| 3M Stock (MMM) | 0.2 | $7.9M | 41k | 192.69 | ||
| Nike Stock (NKE) | 0.2 | $7.7M | -2% | 58k | 132.89 | |
| Medtronic Stock (MDT) | 0.2 | $7.7M | -4% | 65k | 118.13 | |
| Tjx Cos Stock (TJX) | 0.2 | $7.6M | 115k | 66.15 | ||
| Norfolk Southn Corp Stock (NSC) | 0.2 | $7.5M | 28k | 268.51 | ||
| Teleflex Incorporated Stock (TFX) | 0.2 | $7.3M | 18k | 415.44 | ||
| Emerson Elec Stock (EMR) | 0.2 | $7.3M | 80k | 90.22 | ||
| Ameriprise Finl Stock (AMP) | 0.2 | $7.0M | -4% | 30k | 232.44 | |
| Autodesk Stock (ADSK) | 0.2 | $6.9M | -14% | 25k | 277.15 | |
| Schwab Strategic Tr Etf (SCHP) | 0.2 | $6.9M | -3% | 112k | 61.16 | |
| Unity Software Stock (U) | 0.2 | $6.8M | NEW | 68k | 100.31 | |
| Enterprise Prods Partners L Master Limited Partnership (EPD) | 0.2 | $6.8M | -17% | 308k | 22.02 | |
| American Tower Corp Reit (AMT) | 0.2 | $6.7M | -39% | 28k | 239.07 | |
| Philip Morris Intl Stock (PM) | 0.2 | $6.6M | -2% | 74k | 88.74 | |
| Raytheon Technologies Corp Stock (RTX) | 0.2 | $6.6M | -15% | 85k | 77.27 | |
| Tesla Stock (TSLA) | 0.2 | $6.5M | -8% | 9.7k | 667.94 | |
| Spdr Ser Tr Etf (SPTL) | 0.2 | $6.2M | NEW | 159k | 38.98 | |
| Dover Corp Stock (DOV) | 0.2 | $6.2M | 45k | 137.13 | ||
| Vaneck Vectors Etf Tr Etf (MOAT) | 0.2 | $6.1M | 88k | 69.27 | ||
| Union Pac Corp Stock (UNP) | 0.2 | $6.0M | +3% | 27k | 220.39 | |
| Ishares Tr Etf (EEM) | 0.2 | $5.9M | -4% | 111k | 53.34 | |
| Comcast Corp Stock (CMCSA) | 0.2 | $5.8M | 106k | 54.11 | ||
| Amgen Stock (AMGN) | 0.2 | $5.5M | -6% | 22k | 248.79 | |
| Oracle Corp Stock (ORCL) | 0.2 | $5.4M | +2% | 77k | 70.18 | |
| Nextera Energy Stock (NEE) | 0.2 | $5.4M | -7% | 71k | 75.60 | |
| Monro Stock (MNRO) | 0.2 | $5.4M | 82k | 65.80 | ||
| Spdr S&p Midcap 400 Etf Tr Etf (MDY) | 0.2 | $5.2M | 11k | 476.07 | ||
| Gilead Sciences Stock (GILD) | 0.2 | $5.1M | 80k | 64.63 | ||
| Schwab Strategic Tr Etf (SCHH) | 0.2 | $5.1M | +2% | 124k | 41.09 | |
| Becton Dickinson & Co Stock (BDX) | 0.1 | $5.1M | 21k | 243.15 | ||
| Boston Scientific Corp Stock (BSX) | 0.1 | $5.0M | -11% | 129k | 38.65 | |
| Crown Castle Intl Corp Reit (CCI) | 0.1 | $4.9M | +5% | 29k | 172.12 | |
| Zimmer Biomet Holdings Stock (ZBH) | 0.1 | $4.9M | +145% | 31k | 160.08 | |
| Mastercard Incorporated Stock (MA) | 0.1 | $4.9M | +4% | 14k | 356.02 | |
| Coca Cola Stock (KO) | 0.1 | $4.9M | 93k | 52.71 | ||
| Ishares Tr Etf (IJH) | 0.1 | $4.8M | 19k | 260.30 | ||
| Truist Finl Corp Stock (TFC) | 0.1 | $4.8M | +4% | 83k | 58.32 | |
| Vanguard Scottsdale Fds Etf (VCSH) | 0.1 | $4.8M | -8% | 58k | 82.50 | |
| Mcdonalds Corp Stock (MCD) | 0.1 | $4.7M | 21k | 224.13 | ||
| Wells Fargo Stock (WFC) | 0.1 | $4.6M | 119k | 39.07 | ||
| Broadcom Stock (AVGO) | 0.1 | $4.6M | +3% | 9.9k | 463.68 | |
| Vanguard Index Fds Etf (VB) | 0.1 | $4.6M | +108% | 22k | 214.06 | |
| At&t Stock (T) | 0.1 | $4.6M | -7% | 152k | 30.27 | |
| Vanguard Charlotte Fds Etf (BNDX) | 0.1 | $4.6M | -20% | 80k | 57.12 | |
| Ishares Tr Etf (IWB) | 0.1 | $4.5M | +6% | 20k | 223.82 | |
| Dbx Etf Tr Etf (DBEU) | 0.1 | $4.4M | -6% | 136k | 32.42 | |
| Cme Group Stock (CME) | 0.1 | $4.3M | -4% | 21k | 204.21 | |
| Everest Re Group Stock (RE) | 0.1 | $4.3M | +6% | 17k | 247.82 | |
| Kinder Morgan Inc Del Stock (KMI) | 0.1 | $4.2M | +1563% | 255k | 16.65 | |
| Linde Stock (LIN) | 0.1 | $4.2M | 15k | 280.13 | ||
| Ishares Tr Etf (IJR) | 0.1 | $4.2M | +5% | 39k | 108.53 | |
| Datadog Stock (DDOG) | 0.1 | $4.1M | NEW | 49k | 83.35 | |
| Ametek Stock (AME) | 0.1 | $4.1M | 32k | 127.72 | ||
| Marriott Intl Stock (MAR) | 0.1 | $4.1M | +4% | 28k | 148.10 | |
| Chevron Corp Stock (CVX) | 0.1 | $3.9M | -54% | 37k | 104.80 | |
| Price T Rowe Group Stock (TROW) | 0.1 | $3.9M | -3% | 23k | 171.62 | |
| Deere & Co Stock (DE) | 0.1 | $3.8M | 10k | 374.12 | ||
| Camden Ppty Tr Reit (CPT) | 0.1 | $3.8M | NEW | 35k | 109.90 | |
| Intercontinental Exchange In Stock (ICE) | 0.1 | $3.8M | -5% | 34k | 111.69 | |
| Spdr Index Shs Fds Etf (RWO) | 0.1 | $3.8M | +5% | 80k | 47.22 | |
| Immunome Stock (IMNM) | 0.1 | $3.7M | -9% | 110k | 33.88 | |
| Spdr Dow Jones Indl Average Etf (DIA) | 0.1 | $3.7M | +32% | 11k | 330.18 | |
| Parker-hannifin Corp Stock (PH) | 0.1 | $3.7M | +2% | 12k | 315.39 | |
| Fortinet Stock (FTNT) | 0.1 | $3.6M | 20k | 184.42 | ||
| Fedex Corp Stock (FDX) | 0.1 | $3.5M | 12k | 284.04 | ||
| Exelon Corp Stock (EXC) | 0.1 | $3.5M | 79k | 43.74 | ||
| Us Bancorp Del Stock (USB) | 0.1 | $3.4M | +10% | 62k | 55.31 | |
| Microchip Technology Stock (MCHP) | 0.1 | $3.4M | +13% | 22k | 155.20 | |
| Discover Finl Svcs Stock (DFS) | 0.1 | $3.4M | -10% | 36k | 94.99 | |
| Ishares Tr Etf (ACWI) | 0.1 | $3.4M | -3% | 36k | 95.15 | |
| Eaton Corp Stock (ETN) | 0.1 | $3.3M | -9% | 24k | 138.30 | |
| Solaredge Technologies Stock (SEDG) | 0.1 | $3.3M | +30% | 12k | 287.44 | |
| Air Prods & Chems Stock (APD) | 0.1 | $3.3M | +65% | 12k | 281.37 | |
| Dbx Etf Tr Etf (DBEF) | 0.1 | $3.3M | -6% | 91k | 36.31 | |
| United Parcel Service Stock (UPS) | 0.1 | $3.3M | -8% | 19k | 170.01 | |
| General Mtrs Stock (GM) | 0.1 | $3.2M | +188% | 57k | 57.46 | |
| Xilinx Stock (XLNX) | 0.1 | $3.2M | 26k | 123.92 | ||
| Ishares Tr Etf (SCZ) | 0.1 | $3.2M | +3% | 44k | 71.84 | |
| Vanguard Whitehall Fds Etf (VYM) | 0.1 | $3.1M | -16% | 31k | 101.09 | |
| Analog Devices Stock (ADI) | 0.1 | $3.1M | +4% | 20k | 155.06 | |
| Verisk Analytics Stock (VRSK) | 0.1 | $3.1M | +2% | 17k | 176.70 | |
| Schwab Strategic Tr Etf (SCHX) | 0.1 | $3.0M | +2% | 32k | 96.04 | |
| Iqvia Hldgs Stock (IQV) | 0.1 | $3.0M | 16k | 193.17 | ||
| Phillips 66 Stock (PSX) | 0.1 | $3.0M | +40% | 37k | 81.55 | |
| Fidelity Natl Information Sv Stock (FIS) | 0.1 | $3.0M | +39% | 21k | 140.62 | |
| Netflix Stock (NFLX) | 0.1 | $3.0M | -16% | 5.7k | 521.59 | |
| Cigna Corp Stock (CI) | 0.1 | $3.0M | +14% | 12k | 241.72 | |
| Edwards Lifesciences Corp Stock (EW) | 0.1 | $2.9M | 35k | 83.65 | ||
| Trane Technologies Stock (TT) | 0.1 | $2.9M | +6% | 18k | 165.58 | |
| International Business Machs Stock (IBM) | 0.1 | $2.9M | +4% | 22k | 133.27 | |
| Vanguard Index Fds Etf (VTI) | 0.1 | $2.9M | +12% | 14k | 206.69 | |
| Clarivate Stock (CLVT) | 0.1 | $2.9M | 110k | 26.39 | ||
| Hannon Armstrong Sust Infr C Stock (HASI) | 0.1 | $2.9M | 51k | 56.10 | ||
| Safehold Stock (SAFE) | 0.1 | $2.9M | NEW | 41k | 70.10 | |
| Bio-techne Corp Stock (TECH) | 0.1 | $2.8M | 7.4k | 381.96 | ||
| Schwab Strategic Tr Etf (SCHO) | 0.1 | $2.8M | -5% | 55k | 51.32 | |
| Ihs Markit Stock (INFO) | 0.1 | $2.8M | +5% | 29k | 96.79 | |
| Fortress Trans Infrst Invs L Master Limited Partnership (FTAI) | 0.1 | $2.8M | NEW | 99k | 28.19 | |
| Vanguard Index Fds Etf (VO) | 0.1 | $2.8M | +3% | 13k | 221.36 | |
| Vanguard Index Fds Etf (VOT) | 0.1 | $2.8M | 13k | 214.57 | ||
| Regeneron Pharmaceuticals Stock (REGN) | 0.1 | $2.7M | 5.8k | 473.18 | ||
| Grainger W W Stock (GWW) | 0.1 | $2.7M | -9% | 6.8k | 400.91 | |
| Twilio Stock (TWLO) | 0.1 | $2.7M | +66% | 7.8k | 340.76 | |
| Mondelez Intl Stock (MDLZ) | 0.1 | $2.6M | -8% | 45k | 58.52 | |
| Ishares Tr Etf (IWD) | 0.1 | $2.6M | +16% | 17k | 151.56 | |
| Plantronics Stock (PLT) | 0.1 | $2.5M | 64k | 38.91 | ||
| Huntington Bancshares Stock (HBAN) | 0.1 | $2.5M | -14% | 158k | 15.72 | |
| Select Sector Spdr Tr Etf (XLK) | 0.1 | $2.5M | +7% | 19k | 132.83 | |
| Acadia Healthcare Company In Stock (ACHC) | 0.1 | $2.5M | 43k | 57.14 | ||
| Kimberly-clark Corp Stock (KMB) | 0.1 | $2.4M | -2% | 17k | 139.06 | |
| Altria Group Stock (MO) | 0.1 | $2.4M | 47k | 51.16 | ||
| Keycorp Stock (KEY) | 0.1 | $2.4M | 119k | 19.98 | ||
| Caterpillar Stock (CAT) | 0.1 | $2.4M | -77% | 10k | 231.82 | |
| Applied Matls Stock (AMAT) | 0.1 | $2.4M | -24% | 18k | 133.58 | |
| Automatic Data Processing In Stock (ADP) | 0.1 | $2.4M | 13k | 188.47 | ||
| Skyworks Solutions Stock (SWKS) | 0.1 | $2.3M | -6% | 13k | 183.51 | |
| Lilly Eli & Co Stock (LLY) | 0.1 | $2.3M | -8% | 12k | 186.81 | |
| Fortive Corp Stock (FTV) | 0.1 | $2.3M | +7% | 33k | 70.65 | |
| Adaptive Biotechnologies Cor Stock (ADPT) | 0.1 | $2.3M | +26% | 57k | 40.25 | |
| Servicenow Stock (NOW) | 0.1 | $2.3M | +52% | 4.5k | 500.11 | |
| Aptiv Stock (APTV) | 0.1 | $2.3M | +537% | 16k | 137.89 | |
| Vanguard Bd Index Fds Etf (BIV) | 0.1 | $2.3M | +18% | 26k | 88.74 | |
| Avery Dennison Corp Stock (AVY) | 0.1 | $2.2M | +43% | 12k | 183.67 | |
| Morgan Stanley Stock (MS) | 0.1 | $2.2M | -3% | 28k | 77.65 | |
| Guardant Health Stock (GH) | 0.1 | $2.2M | 14k | 152.62 | ||
| Pnc Finl Svcs Group Stock (PNC) | 0.1 | $2.2M | -13% | 12k | 175.38 | |
| Heico Corp Stock (HEI.A) | 0.1 | $2.1M | +14% | 19k | 113.58 | |
| Dbx Etf Tr Etf (DBEM) | 0.1 | $2.1M | 74k | 28.73 | ||
| Ishares Etf (EWJ) | 0.1 | $2.1M | -10% | 31k | 68.52 | |
| Catalent Stock (CTLT) | 0.1 | $2.1M | -7% | 20k | 105.31 | |
| Viacomcbs Stock (VIAC) | 0.1 | $2.1M | 46k | 45.10 | ||
| Ishares Tr Etf (CRBN) | 0.1 | $2.1M | +5% | 13k | 156.15 | |
| Equinix Reit (EQIX) | 0.1 | $2.1M | +2% | 3.0k | 679.74 | |
| Ishares Tr Etf (ACWX) | 0.1 | $2.1M | +79% | 37k | 55.18 | |
| Okta Stock (OKTA) | 0.1 | $2.1M | +169% | 9.3k | 220.43 | |
| Snap On Stock (SNA) | 0.1 | $2.0M | +5% | 8.9k | 230.74 | |
| General Mls Stock (GIS) | 0.1 | $2.0M | 33k | 61.32 | ||
| Ishares Tr Etf (IWF) | 0.1 | $2.0M | +3% | 8.2k | 243.02 | |
| Lincoln Elec Hldgs Stock (LECO) | 0.1 | $2.0M | 16k | 122.96 | ||
| Aon Stock (AON) | 0.1 | $2.0M | -6% | 8.6k | 230.07 | |
| Genmab A/s Stock (GMAB) | 0.1 | $2.0M | -4% | 60k | 32.84 | |
| Lockheed Martin Corp Stock (LMT) | 0.1 | $1.9M | -5% | 5.3k | 369.55 | |
| Ishares Tr Etf (IEUR) | 0.1 | $1.9M | -14% | 36k | 53.97 | |
| Ishares Tr Etf (ITOT) | 0.1 | $1.9M | +11% | 21k | 91.59 | |
| Colgate Palmolive Stock (CL) | 0.1 | $1.9M | 24k | 78.83 | ||
| Bwx Technologies Stock (BWXT) | 0.1 | $1.9M | 29k | 65.93 | ||
| Ishares Tr Etf (OEF) | 0.1 | $1.9M | +2% | 11k | 179.86 | |
| Chart Inds Stock (GTLS) | 0.1 | $1.9M | +8% | 13k | 142.34 | |
| Yum Brands Stock (YUM) | 0.1 | $1.9M | -16% | 17k | 108.18 | |
| Ansys Stock (ANSS) | 0.1 | $1.9M | -4% | 5.5k | 339.55 | |
| Oreilly Automotive Stock (ORLY) | 0.1 | $1.8M | 3.6k | 507.37 | ||
| Fiserv Stock (FISV) | 0.1 | $1.8M | -3% | 15k | 119.06 | |
| Spdr Ser Tr Etf (SPYG) | 0.1 | $1.8M | -3% | 31k | 56.41 | |
| American Well Corp Stock (AMWL) | 0.1 | $1.8M | NEW | 102k | 17.37 | |
| Clover Health Investments Stock (CLOV) | 0.1 | $1.7M | NEW | 230k | 7.56 | |
Past Filings by Cerity Partners
SEC 13F filings are viewable for Cerity Partners going back to 2016
- 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
- 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