HPM Partners
Latest statistics and disclosures from Cerity Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, AAPL, MSFT, PG, SPY, and represent 16.57% of Cerity Partners's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$822M), AGG (+$159M), VTI (+$101M), VGIT (+$89M), BSV (+$81M), VOO (+$72M), CGXU (+$55M), XOM (+$31M), IVV (+$31M), CMG (+$30M).
- Started 166 new stock positions in IGPT, REX, Waystar Holding Corp, ARQ, EUSA, TRIP, IBIT, IUSB, GBTC, JRVR.
- Reduced shares in these 10 stocks: MSFT (-$90M), AAPL (-$78M), IEI (-$67M), TDW (-$53M), Pioneer Natural Resources (-$36M), MRK (-$32M), MMM (-$31M), TPG (-$30M), AGO (-$30M), XLE (-$29M).
- Sold out of its positions in AMCX, ARKW, BCI, ACAD, AKR, ADTN, GOLF, AHCO, AFRM, AAUAF.
- Cerity Partners was a net buyer of stock by $189M.
- Cerity Partners has $38B in assets under management (AUM), dropping by 0.30%.
- Central Index Key (CIK): 0001566475
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Portfolio Holdings for Cerity Partners
Cerity Partners holds 2221 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Cerity Partners has 2221 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Cerity Partners June 30, 2024 positions
- Download the Cerity Partners June 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.5 | $1.7B | +4% | 3.5M | 500.16 |
|
| Apple (AAPL) | 3.4 | $1.3B | -5% | 6.2M | 210.62 |
|
| Microsoft Corporation (MSFT) | 3.2 | $1.2B | -6% | 2.7M | 446.95 |
|
| Procter & Gamble Company (PG) | 2.7 | $1.0B | 6.2M | 164.92 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY) | 2.7 | $1.0B | 2.1M | 495.71 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.6 | $978M | +3% | 1.8M | 547.23 |
|
| NVIDIA Corporation (NVDA) | 2.4 | $918M | +861% | 7.4M | 123.54 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.8 | $679M | +3% | 14M | 49.42 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.6 | $604M | +3% | 8.3M | 72.64 |
|
| Amazon (AMZN) | 1.6 | $600M | -3% | 3.1M | 193.25 |
|
| Eli Lilly & Co. (LLY) | 1.3 | $480M | -3% | 530k | 905.38 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $443M | -5% | 2.4M | 182.17 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.1 | $412M | 2.4M | 170.76 |
|
|
| Credit Accep Corp Mich Stock (CACC) | 1.1 | $411M | 798k | 514.68 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $404M | -4% | 2.2M | 183.37 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $386M | +35% | 1.4M | 267.55 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.0 | $363M | +3% | 5.7M | 64.25 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.9 | $342M | +86% | 3.5M | 97.07 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $304M | -7% | 1.5M | 202.26 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.8 | $301M | 825k | 364.51 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $293M | +3% | 612k | 479.30 |
|
| Meta Platforms Cl A (META) | 0.8 | $289M | 573k | 504.22 |
|
|
| Broadcom (AVGO) | 0.7 | $280M | -6% | 174k | 1605.52 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $265M | -5% | 312k | 849.99 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.7 | $264M | 2.2M | 118.78 |
|
|
| UnitedHealth (UNH) | 0.6 | $226M | +12% | 445k | 509.26 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.6 | $223M | +3% | 8.9M | 25.09 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.6 | $219M | -23% | 1.9M | 115.47 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $216M | -2% | 531k | 406.80 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.5 | $204M | 1.0M | 194.87 |
|
|
| Home Depot (HD) | 0.5 | $203M | -11% | 590k | 344.24 |
|
| Visa Com Cl A (V) | 0.5 | $202M | 770k | 262.47 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $199M | +3% | 1.9M | 106.66 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.5 | $198M | 665k | 297.54 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.5 | $197M | +13% | 3.7M | 53.53 |
|
| Johnson & Johnson (JNJ) | 0.5 | $194M | -2% | 1.3M | 146.16 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $194M | +18% | 1.7M | 115.12 |
|
| Merck & Co (MRK) | 0.5 | $192M | -14% | 1.5M | 123.81 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.5 | $191M | 2.3M | 81.65 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.5 | $188M | 3.2M | 58.52 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.5 | $181M | +6% | 3.1M | 57.99 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $178M | 2.1M | 83.96 |
|
|
| Chevron Corporation (CVX) | 0.5 | $174M | 1.1M | 156.42 |
|
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.4 | $170M | +3% | 3.3M | 52.01 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.4 | $167M | +6% | 4.3M | 39.05 |
|
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.4 | $165M | -2% | 3.3M | 50.47 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.4 | $158M | 3.2M | 50.11 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $155M | -13% | 279k | 555.54 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $154M | 2.0M | 77.83 |
|
|
| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 0.4 | $153M | 3.1M | 48.74 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $151M | -5% | 342k | 441.16 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.4 | $147M | 255k | 576.60 |
|
|
| Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.4 | $141M | 5.1M | 27.62 |
|
|
| Pepsi (PEP) | 0.4 | $140M | -3% | 849k | 164.93 |
|
| Palo Alto Networks (PANW) | 0.4 | $139M | 410k | 339.01 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.4 | $137M | +2% | 3.1M | 43.93 |
|
| TJX Companies (TJX) | 0.4 | $136M | 1.2M | 110.10 |
|
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.4 | $134M | 4.1M | 32.24 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $128M | +12% | 527k | 242.42 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $126M | +10% | 766k | 164.28 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $121M | +11% | 2.1M | 58.64 |
|
| Ishares Tr Blackrock Ultra (ICSH) | 0.3 | $119M | -10% | 2.3M | 50.53 |
|
| salesforce (CRM) | 0.3 | $118M | +27% | 460k | 257.05 |
|
| Abbvie (ABBV) | 0.3 | $117M | -3% | 680k | 171.52 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $114M | +251% | 1.5M | 76.70 |
|
| Vanguard World Etf (MGK) | 0.3 | $112M | +4% | 357k | 314.21 |
|
| Vanguard Bd Index Fds Etf (BND) | 0.3 | $110M | -3% | 1.5M | 72.05 |
|
| Wal-Mart Stores (WMT) | 0.3 | $109M | 1.6M | 67.71 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $109M | +6% | 2.5M | 43.76 |
|
| Cisco Systems (CSCO) | 0.3 | $108M | -9% | 2.3M | 47.51 |
|
| Ishares Tr Msci Eafe Etf Call Option (EFA) | 0.3 | $108M | -2% | 1.4M | 77.59 |
|
| Amgen (AMGN) | 0.3 | $108M | -9% | 345k | 312.45 |
|
| McDonald's Corporation (MCD) | 0.3 | $107M | -3% | 421k | 254.84 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $106M | +6% | 582k | 182.56 |
|
| BlackRock (BLK) | 0.3 | $104M | +4% | 132k | 787.32 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $103M | -9% | 509k | 202.89 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.3 | $103M | +626% | 1.8M | 58.23 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.3 | $100M | +13% | 595k | 168.80 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.3 | $99M | +2% | 1.6M | 61.09 |
|
| Bank of America Corporation (BAC) | 0.3 | $97M | -9% | 2.4M | 39.77 |
|
| Oracle Corporation (ORCL) | 0.3 | $96M | -9% | 679k | 141.20 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.3 | $96M | 2.4M | 39.27 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $94M | +2% | 200k | 468.72 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.2 | $93M | -5% | 989k | 94.31 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $92M | 1.9M | 47.45 |
|
|
| Abbott Laboratories (ABT) | 0.2 | $92M | -8% | 883k | 103.91 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.2 | $90M | +3% | 236k | 383.19 |
|
| Union Pacific Corporation (UNP) | 0.2 | $90M | -4% | 397k | 226.26 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $89M | 1.1M | 78.47 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $89M | -4% | 1.1M | 77.28 |
|
| Flexshares Tr Cr Scd Us Bd (SKOR) | 0.2 | $88M | 1.9M | 47.47 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $87M | +7% | 544k | 160.44 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.2 | $87M | +2% | 2.3M | 38.42 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $87M | -6% | 609k | 142.74 |
|
| Intuit (INTU) | 0.2 | $86M | -7% | 131k | 657.21 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $86M | +4% | 400k | 215.01 |
|
| Qualcomm (QCOM) | 0.2 | $85M | -2% | 424k | 199.18 |
|
| Victory Portfolios Ii Usaa Msci Usa Sm (USVM) | 0.2 | $84M | 1.1M | 77.71 |
|
|
| Honeywell International (HON) | 0.2 | $84M | -11% | 393k | 213.54 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $83M | -16% | 151k | 553.00 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $83M | -20% | 272k | 303.41 |
|
| Dimensional Etf Trust Internatnal Val (DFIV) | 0.2 | $82M | +16% | 2.3M | 35.94 |
|
| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.2 | $81M | +15% | 2.8M | 28.87 |
|
| Walt Disney Company (DIS) | 0.2 | $80M | -15% | 806k | 99.29 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $80M | 793k | 100.84 |
|
|
| SJW (SJW) | 0.2 | $79M | -6% | 1.5M | 54.22 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $78M | +8% | 449k | 173.81 |
|
| Spdr Index Shs Fds Etf (SPEM) | 0.2 | $78M | +3% | 2.1M | 37.67 |
|
| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 0.2 | $77M | +2% | 2.7M | 28.30 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $77M | +11% | 206k | 374.02 |
|
| Advanced Micro Devices (AMD) | 0.2 | $77M | -10% | 474k | 162.21 |
|
| Emerson Electric (EMR) | 0.2 | $77M | +3% | 695k | 110.16 |
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $77M | -5% | 718k | 106.55 |
|
| American Centy Etf Tr Etf (AVDV) | 0.2 | $76M | +3% | 1.2M | 64.95 |
|
| Nextera Energy (NEE) | 0.2 | $75M | -7% | 1.1M | 70.81 |
|
| Capital Group Intl Focus Eqt Stock (CGXU) | 0.2 | $74M | +291% | 2.9M | 25.72 |
|
| Stryker Corporation (SYK) | 0.2 | $74M | 216k | 340.25 |
|
|
| Ishares Tr Msci Usa Value (VLUE) | 0.2 | $73M | +2% | 709k | 103.46 |
|
| Danaher Corporation (DHR) | 0.2 | $73M | -12% | 293k | 249.85 |
|
| Charles Schwab Corporation (SCHW) | 0.2 | $73M | -5% | 984k | 73.69 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $72M | +25% | 1.2M | 60.30 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $72M | 766k | 93.65 |
|
|
| Caterpillar (CAT) | 0.2 | $71M | -3% | 212k | 333.10 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $69M | +33% | 318k | 218.11 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $68M | -4% | 350k | 194.53 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.2 | $68M | +11% | 809k | 83.79 |
|
| Spdr Ser Tr Etf (SLYV) | 0.2 | $68M | +2% | 863k | 78.31 |
|
| United Rentals (URI) | 0.2 | $68M | +39% | 104k | 646.73 |
|
| S&p Global (SPGI) | 0.2 | $66M | -10% | 147k | 446.00 |
|
| Kla Corp Com New (KLAC) | 0.2 | $65M | +2% | 79k | 824.52 |
|
| J P Morgan Exchange Traded F Diversfed Rtrn (JPME) | 0.2 | $65M | 681k | 95.20 |
|
|
| Amplify Etf Tr Blackswan Grwt (SWAN) | 0.2 | $65M | -3% | 2.3M | 28.37 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $64M | -12% | 323k | 197.11 |
|
| United Parcel Service CL B (UPS) | 0.2 | $63M | -7% | 457k | 136.85 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $61M | +13% | 610k | 100.39 |
|
| Vanguard Scottsdale Fds Etf (VONE) | 0.2 | $61M | 247k | 246.15 |
|
|
| Lockheed Martin Corporation (LMT) | 0.2 | $61M | +2% | 130k | 467.10 |
|
| Iqvia Holdings (IQV) | 0.2 | $61M | -5% | 286k | 211.44 |
|
| Tesla Motors (TSLA) | 0.2 | $59M | -7% | 299k | 197.88 |
|
| Linde SHS (LIN) | 0.2 | $59M | -11% | 134k | 438.81 |
|
| Servicenow (NOW) | 0.2 | $58M | -13% | 74k | 786.67 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $58M | +4% | 486k | 118.60 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $57M | +4% | 2.9M | 19.97 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $56M | 559k | 100.71 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $56M | -2% | 126k | 444.85 |
|
| Illinois Tool Works (ITW) | 0.1 | $56M | -8% | 236k | 236.97 |
|
| Fiserv (FI) | 0.1 | $55M | +3% | 368k | 149.04 |
|
| Chubb (CB) | 0.1 | $55M | -11% | 215k | 255.08 |
|
| Applied Materials (AMAT) | 0.1 | $54M | -6% | 231k | 235.99 |
|
| Analog Devices (ADI) | 0.1 | $54M | -7% | 237k | 228.26 |
|
| Ishares Tr Short Treas Bd (SHV) | 0.1 | $53M | +11% | 479k | 110.50 |
|
| Verizon Communications (VZ) | 0.1 | $52M | +3% | 1.3M | 41.24 |
|
| International Business Machines (IBM) | 0.1 | $51M | +5% | 297k | 172.95 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $51M | +6% | 632k | 81.08 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $51M | +5% | 96k | 535.75 |
|
| Coca-Cola Company (KO) | 0.1 | $51M | -6% | 802k | 63.66 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $49M | -4% | 632k | 77.01 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $48M | +12% | 261k | 182.52 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $47M | +2% | 380k | 123.80 |
|
| Ishares Tr Etf (STIP) | 0.1 | $47M | +2% | 469k | 99.12 |
|
| New Mountain Finance Corp (NMFC) | 0.1 | $46M | +3% | 3.7M | 12.24 |
|
| Wells Fargo & Company (WFC) | 0.1 | $45M | -8% | 749k | 59.39 |
|
| Pfizer (PFE) | 0.1 | $44M | -24% | 1.6M | 27.98 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $44M | +7% | 191k | 229.56 |
|
| Ishares Tr Broad Usd High (USHY) | 0.1 | $43M | +17% | 1.2M | 36.28 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $43M | -32% | 725k | 59.06 |
|
| Paychex (PAYX) | 0.1 | $42M | -3% | 355k | 118.56 |
|
| Ge Aerospace Com New (GE) | 0.1 | $42M | 261k | 158.97 |
|
|
| Waste Management (WM) | 0.1 | $41M | +6% | 194k | 213.34 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $41M | -4% | 628k | 65.44 |
|
| Vanguard Admiral Fds Etf (VIOO) | 0.1 | $41M | -2% | 419k | 98.21 |
|
| Deere & Company (DE) | 0.1 | $41M | -4% | 109k | 373.65 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $41M | +52% | 360k | 112.63 |
|
| Align Technology (ALGN) | 0.1 | $40M | 167k | 241.43 |
|
|
| Ishares Tr Etf (ACWX) | 0.1 | $40M | +2% | 758k | 53.13 |
|
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $40M | 454k | 88.11 |
|
|
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.1 | $40M | 776k | 51.44 |
|
|
| Ishares Tr Etf (IWV) | 0.1 | $40M | +6% | 129k | 308.67 |
|
| Booking Holdings (BKNG) | 0.1 | $40M | 10k | 3961.74 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $40M | 165k | 238.70 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $39M | -26% | 1.0M | 39.16 |
|
| Lam Research Corporation (LRCX) | 0.1 | $39M | -4% | 37k | 1064.87 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $39M | +8% | 526k | 74.89 |
|
| Netflix (NFLX) | 0.1 | $39M | -19% | 58k | 674.87 |
|
| Spdr Ser Tr Etf (SPTM) | 0.1 | $39M | 588k | 66.35 |
|
|
| Lowe's Companies (LOW) | 0.1 | $39M | -11% | 177k | 220.46 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $39M | +16% | 384k | 100.65 |
|
| Trex Company (TREX) | 0.1 | $38M | +80% | 512k | 74.12 |
|
| Norfolk Southern (NSC) | 0.1 | $37M | -15% | 170k | 214.69 |
|
| Discover Financial Services (DFS) | 0.1 | $36M | -10% | 275k | 130.80 |
|
| Tetra Tech Stock (TTEK) | 0.1 | $35M | 173k | 204.48 |
|
|
| Dimensional Etf Trust Us Equity Etf (DFUS) | 0.1 | $35M | +455% | 589k | 58.85 |
|
| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.1 | $35M | +28% | 665k | 51.87 |
|
| Tractor Supply Company (TSCO) | 0.1 | $34M | 127k | 270.00 |
|
|
| Citigroup Com New (C) | 0.1 | $34M | -19% | 540k | 63.46 |
|
| Air Products & Chemicals (APD) | 0.1 | $34M | +4% | 133k | 258.05 |
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.1 | $34M | +13% | 1.0M | 33.65 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $34M | +449% | 473k | 72.00 |
|
| Ishares Tr Etf (IJT) | 0.1 | $34M | 262k | 128.43 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $34M | -18% | 33k | 1022.70 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $33M | 189k | 174.47 |
|
|
| Vanguard Scottsdale Fds Etf (VTHR) | 0.1 | $33M | 137k | 239.60 |
|
|
| Autodesk (ADSK) | 0.1 | $33M | -17% | 132k | 247.45 |
|
| 3M Company (MMM) | 0.1 | $32M | -48% | 317k | 102.19 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $32M | 121k | 266.01 |
|
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| Goldman Sachs (GS) | 0.1 | $32M | -5% | 71k | 452.31 |
|
| Intel Corporation (INTC) | 0.1 | $32M | -8% | 1.0M | 30.97 |
|
| Roper Industries (ROP) | 0.1 | $31M | 55k | 563.65 |
|
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| Select Sector Spdr Tr Energy (XLE) | 0.1 | $31M | -47% | 342k | 91.15 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $31M | +2% | 358k | 86.61 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $31M | +4836% | 486k | 62.65 |
|
| Ingersoll Rand (IR) | 0.1 | $30M | +3% | 335k | 90.84 |
|
| Proshares Tr Etf (NOBL) | 0.1 | $30M | -2% | 314k | 96.13 |
|
| Amplify Etf Tr Blackswan Iswn (ISWN) | 0.1 | $30M | -2% | 1.6M | 18.98 |
|
| Nike CL B (NKE) | 0.1 | $30M | -13% | 399k | 75.38 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $30M | -2% | 286k | 104.55 |
|
| Anthem (ELV) | 0.1 | $29M | -6% | 54k | 541.85 |
|
| Cigna Corp (CI) | 0.1 | $29M | -10% | 88k | 330.57 |
|
| Cintas Corporation (CTAS) | 0.1 | $29M | -24% | 41k | 700.25 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $29M | -6% | 269k | 106.46 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $29M | 165k | 173.48 |
|
|
| Ecolab (ECL) | 0.1 | $28M | -6% | 119k | 238.00 |
|
| Cummins (CMI) | 0.1 | $28M | +11% | 102k | 276.93 |
|
| Constellation Brands Cl A (STZ) | 0.1 | $28M | 110k | 257.28 |
|
|
| American Express Company (AXP) | 0.1 | $28M | -13% | 122k | 231.55 |
|
| Vanguard Scottsdale Fds Etf (VONG) | 0.1 | $28M | +4% | 298k | 93.92 |
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $28M | -13% | 551k | 50.74 |
|
| Intercontinental Exchange (ICE) | 0.1 | $28M | -17% | 203k | 136.89 |
|
| Ishares Tr Msci Kld400 Soc (DSI) | 0.1 | $28M | 267k | 103.85 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $27M | -2% | 198k | 138.20 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $27M | +4% | 109k | 249.63 |
|
| Genuine Parts Company (GPC) | 0.1 | $27M | -2% | 197k | 138.32 |
|
| Golub Capital BDC (GBDC) | 0.1 | $27M | +3% | 1.7M | 15.71 |
|
| Ishares Tr Etf (ISTB) | 0.1 | $27M | +3% | 573k | 47.37 |
|
| Philip Morris International (PM) | 0.1 | $27M | +6% | 266k | 101.34 |
|
| Monster Beverage Corp (MNST) | 0.1 | $27M | -14% | 536k | 49.95 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $27M | -27% | 642k | 41.53 |
|
| Eaton Corp SHS (ETN) | 0.1 | $27M | -15% | 85k | 313.55 |
|
| American Water Works (AWK) | 0.1 | $27M | -8% | 206k | 129.16 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $26M | -2% | 228k | 113.46 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $26M | +5% | 66k | 391.17 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $26M | -4% | 258k | 100.23 |
|
| Ameriprise Financial (AMP) | 0.1 | $26M | -30% | 60k | 427.20 |
|
| At&t (T) | 0.1 | $26M | -9% | 1.3M | 19.11 |
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| ConocoPhillips (COP) | 0.1 | $25M | 222k | 114.38 |
|
|
| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $25M | +5% | 546k | 46.09 |
|
| Starbucks Corporation (SBUX) | 0.1 | $25M | -14% | 317k | 77.85 |
|
| Semler Scientific Stock (SMLR) | 0.1 | $24M | 703k | 34.40 |
|
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| McKesson Corporation (MCK) | 0.1 | $24M | -13% | 41k | 584.06 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.1 | $24M | +4% | 676k | 35.08 |
|
Past Filings by Cerity Partners
SEC 13F filings are viewable for Cerity Partners going back to 2016
- 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
- Cerity Partners 2021 Q1 filed May 12, 2021
- Cerity Partners 2020 Q4 filed Feb. 11, 2021