HPM Partners
Latest statistics and disclosures from Cerity Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, SPY, AAPL, IVV, VEA, and represent 23.44% of Cerity Partners's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$129M), VEA (+$110M), MSFT (+$79M), AMZN (+$79M), VOO (+$75M), QQQ (+$69M), GOOGL (+$57M), IVV (+$56M), IEFA (+$53M), LLY (+$53M).
- Started 319 new stock positions in MPWR, AOMR, Huaneng Power International, DTD, WST, LANC, Interdigital, OVV, TD, ESLT.
- Reduced shares in these 10 stocks: SPY (-$44M), VEU (-$26M), BND (-$13M), ITW (-$13M), VWO (-$10M), CPT (-$8.6M), Jacobs Engineering (-$8.2M), DOW (-$7.3M), PYPL (-$6.9M), OEF (-$6.8M).
- Sold out of its positions in ARKG, ARKF, AFRM, Bp Midstream Partners Lp Ltd P ml, IGR, CSQ, CNNE, GOEV, CVCO, Cerner Corporation.
- Cerity Partners was a net buyer of stock by $2.5B.
- Cerity Partners has $9.0B in assets under management (AUM), dropping by 40.55%.
- Central Index Key (CIK): 0001566475
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Portfolio Holdings for Cerity Partners
Cerity Partners holds 1180 positions in its portfolio as reported in the June 2022 quarterly 13F filing
Cerity Partners has 1180 total positions. Only the first 250 positions are shown.
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- Download the Cerity Partners June 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Equities (VOO) | 6.6 | $598M | +14% | 1.7M | 346.88 | |
| Spdr S&p 500 Etf Tr Ex Trd Eq Fd Put Option (SPY) | 6.2 | $557M | -7% | 1.5M | 377.14 | |
| Apple (AAPL) | 4.0 | $365M | +54% | 2.7M | 136.72 | |
| Ishares Tr Ex Trd Eq Fd (IVV) | 3.4 | $305M | +22% | 805k | 379.15 | |
| Vanguard Tax-managed Intl Ex Trd Eq Fd (VEA) | 3.3 | $296M | +59% | 7.2M | 40.80 | |
| Ishares Tr Ex Trd Eq Fd (IEFA) | 2.9 | $265M | +25% | 4.5M | 58.85 | |
| Microsoft Corp Equities (MSFT) | 2.5 | $224M | +54% | 873k | 256.83 | |
| Illinois Tool Works (ITW) | 2.0 | $182M | -6% | 1.0M | 182.25 | |
| Ishares Tr Equities (IWB) | 1.5 | $135M | +14% | 648k | 207.76 | |
| Alphabet Inc Class A cs (GOOGL) | 1.0 | $94M | +157% | 43k | 2177.73 | |
| Ishares Equities (IEMG) | 1.0 | $91M | +53% | 1.9M | 49.06 | |
| Johnson & Johnson Equities (JNJ) | 1.0 | $89M | +71% | 501k | 177.51 | |
| Home Depot (HD) | 1.0 | $88M | +81% | 322k | 274.22 | |
| Amazon (AMZN) | 0.9 | $83M | +2075% | 777k | 106.11 | |
| Jpmorgan Chase & Co Equities (JPM) | 0.9 | $82M | +55% | 727k | 112.61 | |
| Cvs Health Corp Equities (CVS) | 0.8 | $71M | +85% | 768k | 92.66 | |
| Vanguard World Fds Equities (VGT) | 0.8 | $70M | 214k | 326.12 | ||
| Invesco Qqq Tr Ex Trd Eq Fd (QQQ) | 0.8 | $69M | NEW | 245k | 280.69 | |
| Alphabet Equities (GOOG) | 0.8 | $68M | -4% | 31k | 2183.42 | |
| Northern Trust Corporation (NTRS) | 0.7 | $67M | -8% | 693k | 96.48 | |
| Ishares Tr Ex Trd Eq Fd (EFA) | 0.7 | $66M | +30% | 1.1M | 62.49 | |
| UnitedHealth (UNH) | 0.7 | $64M | +56% | 124k | 513.63 | |
| Ishares Tr Ex Trd Eq Fd (IJR) | 0.7 | $63M | +4% | 677k | 92.41 | |
| GDS HLDGS Stock (GDS) | 0.7 | $62M | 1.9M | 33.39 | ||
| Eli Lilly & Co. (LLY) | 0.7 | $62M | +556% | 191k | 324.23 | |
| Ishares Tr Ex Trd Eq Fd (IGM) | 0.6 | $58M | +3% | 198k | 294.39 | |
| Ishares Gold Tr Equities (IAU) | 0.6 | $58M | +27% | 1.7M | 34.31 | |
| Vanguard Index Fds Ex Trd Eq Fd (VTV) | 0.6 | $56M | +25% | 422k | 131.88 | |
| Chevron Corporation (CVX) | 0.6 | $54M | +177% | 370k | 144.78 | |
| Vanguard Scottsdale Fds Stock (VONE) | 0.6 | $53M | +56% | 308k | 171.83 | |
| Pepsico Equities (PEP) | 0.6 | $51M | +80% | 303k | 166.66 | |
| Thermo Fisher Scientific (TMO) | 0.5 | $49M | -11% | 91k | 543.30 | |
| Vanguard Intl Equity Index F Ex Trd Eq Fd (VWO) | 0.5 | $49M | -17% | 1.2M | 41.65 | |
| Procter & Gamble Company (PG) | 0.5 | $48M | +18% | 331k | 143.79 | |
| Berkshire Hathaway Inc Del Equities (BRK.B) | 0.5 | $47M | +3% | 174k | 271.68 | |
| Spdr Gold Tr Ex Trd Eq Fd (GLD) | 0.5 | $45M | -8% | 265k | 168.46 | |
| Ishares Tr Ex Trd Eq Fd (IJJ) | 0.5 | $44M | +9921% | 465k | 94.41 | |
| Meta Platforms Equities (META) | 0.5 | $44M | +20% | 272k | 160.98 | |
| Schwab Strategic Tr Equities (SCHM) | 0.5 | $44M | +2% | 699k | 62.70 | |
| Merck & Co (MRK) | 0.5 | $44M | +45% | 479k | 91.52 | |
| Cisco Sys Equities (CSCO) | 0.5 | $42M | +77% | 993k | 42.64 | |
| Mastercard Incorporated Equities (MA) | 0.5 | $42M | +355% | 132k | 315.49 | |
| Vanguard Mun Bd Fds Equities (VTEB) | 0.4 | $41M | +365% | 815k | 49.92 | |
| Ishares Tr Equities (IWM) | 0.4 | $41M | +19% | 240k | 169.35 | |
| Select Sector Spdr Tr Ex Trd Eq Fd (XLI) | 0.4 | $40M | +70% | 459k | 87.34 | |
| Visa Equities (V) | 0.4 | $39M | -14% | 200k | 196.89 | |
| Walt Disney Company (DIS) | 0.4 | $39M | +47% | 417k | 94.40 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $39M | +82% | 108k | 366.06 | |
| Select Sector Spdr Tr Ex Trd Eq Fd (XLF) | 0.4 | $39M | +75% | 1.2M | 31.45 | |
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.4 | $39M | 227k | 170.03 | ||
| Vanguard Scottsdale Fds Equities (VCSH) | 0.4 | $36M | +615% | 478k | 76.25 | |
| Abbvie (ABBV) | 0.4 | $36M | -13% | 237k | 153.15 | |
| McDonald's Corporation (MCD) | 0.4 | $35M | +128% | 143k | 246.88 | |
| Ishares Tr Ex Td Bd (AGG) | 0.4 | $34M | +106% | 336k | 101.68 | |
| Wal-Mart Stores (WMT) | 0.4 | $34M | +448% | 281k | 121.58 | |
| United Parcel Service (UPS) | 0.4 | $33M | +109% | 180k | 182.54 | |
| Wisdomtree Tr Ex Trd Eq Fd (DGS) | 0.4 | $33M | NEW | 731k | 44.64 | |
| Bk Of America Corp Equities (BAC) | 0.4 | $32M | +48% | 1.0M | 31.13 | |
| Tesla Equities (TSLA) | 0.4 | $32M | +4% | 47k | 672.08 | |
| Spdr Ser Tr Ex Trd Eq Fd (SLYV) | 0.3 | $31M | +4264% | 426k | 72.41 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.3 | $30M | 357k | 85.36 | ||
| Nvidia Corporation Equities (NVDA) | 0.3 | $30M | -18% | 199k | 151.51 | |
| Broadcom (AVGO) | 0.3 | $30M | +54% | 62k | 485.81 | |
| Vanguard Index Fds Equities (VTI) | 0.3 | $30M | +57% | 158k | 188.62 | |
| Golub Cap Bdc Stock (GBDC) | 0.3 | $29M | -3% | 2.3M | 12.96 | |
| Exxon Mobil Corp Equities (XOM) | 0.3 | $29M | +82% | 343k | 85.64 | |
| Costco Wholesale Corporation (COST) | 0.3 | $29M | 60k | 479.27 | ||
| Discover Finl Svcs Equities (DFS) | 0.3 | $28M | +762% | 296k | 94.58 | |
| Comcast Corp Equities (CMCSA) | 0.3 | $27M | +66% | 690k | 39.24 | |
| Qualcomm (QCOM) | 0.3 | $26M | 207k | 127.15 | ||
| Vanguard Intl Equity Index F Etf (VEU) | 0.3 | $26M | -49% | 525k | 49.96 | |
| Pfizer (PFE) | 0.3 | $26M | +119% | 490k | 52.43 | |
| Danaher Corporation (DHR) | 0.3 | $25M | -11% | 99k | 253.52 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.3 | $25M | +56% | 219k | 113.91 | |
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.3 | $25M | -4% | 243k | 102.30 | |
| Norfolk Southern (NSC) | 0.3 | $25M | +251% | 109k | 227.28 | |
| Emerson Electric (EMR) | 0.3 | $24M | +252% | 306k | 79.54 | |
| Union Pacific Corporation (UNP) | 0.3 | $24M | -7% | 114k | 213.27 | |
| Ishares Tr Etf (MUB) | 0.3 | $24M | +249% | 224k | 106.35 | |
| Vanguard World Fds Equities (VHT) | 0.3 | $23M | +2% | 100k | 234.64 | |
| Vanguard Index Fds Ex Trd Eq Fd (VNQ) | 0.3 | $23M | +4% | 251k | 91.11 | |
| Bristol Myers Squibb (BMY) | 0.2 | $23M | +18% | 292k | 77.13 | |
| Nextera Energy (NEE) | 0.2 | $22M | -14% | 290k | 77.46 | |
| Ishares Tr Ex Trd Eq Fd (IQLT) | 0.2 | $22M | NEW | 724k | 30.93 | |
| TJX Companies (TJX) | 0.2 | $22M | +46% | 393k | 55.85 | |
| Verizon Communications (VZ) | 0.2 | $22M | +334% | 429k | 50.75 | |
| Honeywell International (HON) | 0.2 | $22M | -11% | 125k | 173.81 | |
| Ishares Tr Ex Td Bd (GVI) | 0.2 | $22M | -4% | 206k | 105.55 | |
| Ishares Tr Stock (DSI) | 0.2 | $21M | 298k | 71.90 | ||
| Schwab Charles Corp Equities (SCHW) | 0.2 | $21M | +191% | 337k | 63.18 | |
| Amgen Equities (AMGN) | 0.2 | $21M | +143% | 87k | 243.30 | |
| Ishares Tr Etf (IWV) | 0.2 | $21M | +4% | 96k | 217.39 | |
| BlackRock (BLK) | 0.2 | $21M | +116% | 34k | 609.07 | |
| First Tr Exchng Traded Fd Vi Ex Td Bd (DEED) | 0.2 | $21M | NEW | 906k | 22.73 | |
| Lockheed Martin Corp Equities (LMT) | 0.2 | $21M | +582% | 48k | 429.90 | |
| Goldman Sachs Etf Tr Equities (GSIE) | 0.2 | $21M | +30% | 740k | 27.77 | |
| Ishares Tr Ex Trd Eq Fd (QUAL) | 0.2 | $21M | +86% | 183k | 111.73 | |
| Accenture (ACN) | 0.2 | $20M | -10% | 73k | 277.65 | |
| Schwab Strategic Tr Equities (SCHP) | 0.2 | $20M | +196% | 355k | 55.76 | |
| Abbott Laboratories (ABT) | 0.2 | $19M | +78% | 175k | 108.65 | |
| Ishares Tr Etf (ACWX) | 0.2 | $19M | +50% | 415k | 45.00 | |
| Intel Corporation (INTC) | 0.2 | $19M | +203% | 496k | 37.41 | |
| Dimensional Etf Trust Equities (DFAT) | 0.2 | $19M | +3% | 461k | 40.22 | |
| Oracle Corporation (ORCL) | 0.2 | $19M | +169% | 265k | 69.87 | |
| Chubb (CB) | 0.2 | $18M | +50% | 94k | 196.80 | |
| Paychex (PAYX) | 0.2 | $18M | +2% | 161k | 113.87 | |
| J P Morgan Exchange Traded F Ex Td Bd (JMST) | 0.2 | $18M | NEW | 361k | 50.65 | |
| S&p Global Equities (SPGI) | 0.2 | $18M | +22% | 54k | 336.19 | |
| Pimco Etf Tr Ex Td Bd (SMMU) | 0.2 | $18M | NEW | 360k | 49.63 | |
| Vanguard Scottsdale Fds Etf (VTHR) | 0.2 | $18M | +12% | 105k | 169.01 | |
| Eastman Chemical Company (EMN) | 0.2 | $18M | +8479% | 195k | 90.53 | |
| Anthem (ELV) | 0.2 | $17M | +1569% | 35k | 482.54 | |
| Coca-Cola Company (KO) | 0.2 | $17M | +122% | 269k | 63.11 | |
| Pimco Etf Tr Ex Td Bd (LDUR) | 0.2 | $17M | NEW | 176k | 96.02 | |
| Ishares Tr Equities (HYG) | 0.2 | $17M | +167% | 229k | 73.60 | |
| Raytheon Technologies Corp (RTX) | 0.2 | $17M | NEW | 176k | 96.11 | |
| Ishares Tr Equities (EMB) | 0.2 | $17M | +24% | 196k | 85.26 | |
| J P Morgan Exchange Traded F Ex Trd Eq Fd (JVAL) | 0.2 | $16M | NEW | 503k | 32.11 | |
| Schwab Strategic Tr Ex Trd Eq Fd (SCHB) | 0.2 | $16M | +34% | 365k | 44.19 | |
| Goldman Sachs (GS) | 0.2 | $16M | +6% | 53k | 297.00 | |
| Vanguard Index Fds Equities (VXF) | 0.2 | $16M | +324% | 120k | 131.10 | |
| Boston Scientific Corporation (BSX) | 0.2 | $16M | +361% | 415k | 37.27 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $15M | +749% | 113k | 136.09 | |
| Automatic Data Processing (ADP) | 0.2 | $15M | +168% | 73k | 210.54 | |
| J P Morgan Exchange Traded F Ex Td Bd (JPST) | 0.2 | $15M | NEW | 306k | 50.09 | |
| Prudential Financial (PRU) | 0.2 | $15M | +1147% | 159k | 95.68 | |
| Advanced Micro Devices (AMD) | 0.2 | $15M | +20% | 196k | 76.47 | |
| Deere & Company (DE) | 0.2 | $15M | +47% | 50k | 299.68 | |
| Ishares Tr Ex Td Bd (SHY) | 0.2 | $15M | +20% | 181k | 82.79 | |
| Vanguard Index Fds Ex Trd Eq Fd (VUG) | 0.2 | $15M | -13% | 66k | 222.90 | |
| Steris Plc Ord equities (STE) | 0.2 | $15M | 72k | 206.14 | ||
| Ishares Tr Stock (ACWI) | 0.2 | $15M | +65% | 176k | 83.89 | |
| Masco Corporation (MAS) | 0.2 | $15M | NEW | 288k | 50.60 | |
| Schwab Strategic Tr Equities (SCHE) | 0.2 | $14M | +15% | 545k | 25.37 | |
| Cigna Corp Equities (CI) | 0.2 | $14M | +293% | 52k | 263.54 | |
| Ishares Tr Ex Trd Eq Fd (IJS) | 0.2 | $14M | +33% | 154k | 89.04 | |
| Truist Financial Corp equities (TFC) | 0.1 | $14M | +244% | 285k | 47.43 | |
| Spdr Ser Tr Ex Td Bd (SPSB) | 0.1 | $13M | +131% | 452k | 29.73 | |
| Salesforce Equities (CRM) | 0.1 | $13M | -2% | 81k | 164.97 | |
| Ishares Msci Eurzone Etf (EZU) | 0.1 | $13M | +2% | 365k | 36.35 | |
| Ishares Tr Ex Trd Eq Fd (IJH) | 0.1 | $13M | +104% | 58k | 226.23 | |
| Texas Instrs Equities (TXN) | 0.1 | $13M | +44% | 84k | 153.65 | |
| First Tr Exchng Traded Fd Vi Expanded Technol (XPND) | 0.1 | $13M | NEW | 786k | 15.99 | |
| Ishares Tr Ex Td Bd (STIP) | 0.1 | $12M | NEW | 121k | 101.43 | |
| Starbucks Corporation (SBUX) | 0.1 | $12M | +20% | 160k | 76.38 | |
| Ishares Tr Ex Trd Eq Fd (IVW) | 0.1 | $12M | +126% | 201k | 60.35 | |
| Dominion Energy Equities (D) | 0.1 | $12M | +708% | 151k | 79.34 | |
| Sherwin-Williams Company (SHW) | 0.1 | $12M | -6% | 53k | 223.92 | |
| Vanguard Intl Equity Index F Equities (VT) | 0.1 | $12M | +79% | 139k | 85.34 | |
| Ishares Tr Ex Trd Eq Fd (IWD) | 0.1 | $12M | 80k | 144.96 | ||
| Nike (NKE) | 0.1 | $12M | +58% | 113k | 102.11 | |
| Jabil Circuit (JBL) | 0.1 | $11M | NEW | 223k | 51.21 | |
| Camden Ppty Tr Stock (CPT) | 0.1 | $11M | -43% | 83k | 134.47 | |
| Ishares Tr Ex Trd Eq Fd (EEM) | 0.1 | $11M | +122% | 268k | 40.10 | |
| Ishares Tr Ex Trd Eq Fd (ICF) | 0.1 | $11M | +12% | 177k | 60.77 | |
| McKesson Corporation (MCK) | 0.1 | $11M | +624% | 33k | 326.61 | |
| Lauder Estee Cos Equities (EL) | 0.1 | $11M | +7% | 42k | 253.85 | |
| Schwab Strategic Tr Equities (SCHH) | 0.1 | $11M | +175% | 506k | 21.09 | |
| Spdr Dow Jones Indl Average Equities (DIA) | 0.1 | $11M | +37% | 35k | 306.94 | |
| Prologis (PLD) | 0.1 | $11M | +4% | 90k | 117.66 | |
| Alibaba Group Hldg Equities (BABA) | 0.1 | $11M | +6% | 93k | 113.40 | |
| Alphatec Hldgs Stock (ATEC) | 0.1 | $10M | 1.6M | 6.54 | ||
| Lam Research Corporation (LRCX) | 0.1 | $10M | +610% | 24k | 427.28 | |
| BorgWarner (BWA) | 0.1 | $10M | +590% | 299k | 33.37 | |
| Vanguard Index Fds Ex Trd Eq Fd (VB) | 0.1 | $9.9M | 56k | 176.11 | ||
| Cintas Corporation (CTAS) | 0.1 | $9.9M | -3% | 27k | 373.54 | |
| Vanguard Specialized Funds Equities (VIG) | 0.1 | $9.8M | +171% | 68k | 143.37 | |
| Fiserv (FISV) | 0.1 | $9.7M | +705% | 109k | 88.97 | |
| Schwab Strategic Tr Equities (SCHA) | 0.1 | $9.5M | +32% | 244k | 38.89 | |
| Fifth Third Ban (FITB) | 0.1 | $9.5M | +2% | 282k | 33.60 | |
| Boeing Equities (BA) | 0.1 | $9.4M | -19% | 69k | 136.73 | |
| American Tower Reit (AMT) | 0.1 | $9.4M | +4% | 37k | 255.61 | |
| Ishares Tr Equities (LQD) | 0.1 | $9.3M | -28% | 85k | 110.02 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $9.3M | -13% | 63k | 148.04 | |
| Kinder Morgan Inc Del Equities (KMI) | 0.1 | $9.2M | -11% | 551k | 16.71 | |
| Stryker Corporation (SYK) | 0.1 | $9.2M | -2% | 46k | 199.25 | |
| Medtronic (MDT) | 0.1 | $9.2M | +14% | 102k | 89.88 | |
| Philip Morris Intl Equities (PM) | 0.1 | $9.1M | +16% | 92k | 98.93 | |
| Travelers Companies (TRV) | 0.1 | $9.1M | NEW | 54k | 169.14 | |
| Generac Hldgs Equities (GNRC) | 0.1 | $9.1M | 43k | 210.08 | ||
| Ishares Tr Ex Td Bd (ISTB) | 0.1 | $9.0M | NEW | 189k | 47.40 | |
| Mondelez Int (MDLZ) | 0.1 | $8.9M | -7% | 144k | 62.21 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $8.9M | +179% | 108k | 82.20 | |
| Vanguard Star Fds Equities (VXUS) | 0.1 | $8.8M | +3% | 171k | 51.60 | |
| Invesco Exch Traded Fd Tr Ii Etf (PGHY) | 0.1 | $8.8M | +2% | 459k | 19.27 | |
| Marsh & McLennan Companies (MMC) | 0.1 | $8.8M | -39% | 57k | 155.25 | |
| Genuine Parts Company (GPC) | 0.1 | $8.8M | +2750% | 66k | 133.24 | |
| Ishares Tr Stock (SUB) | 0.1 | $8.6M | NEW | 82k | 104.67 | |
| American Water Works (AWK) | 0.1 | $8.5M | +13% | 57k | 148.77 | |
| Intuit (INTU) | 0.1 | $8.3M | +7% | 22k | 385.46 | |
| Citigroup Equities (C) | 0.1 | $8.3M | -4% | 181k | 45.98 | |
| Canadian Natl Ry (CNI) | 0.1 | $8.3M | +1041% | 74k | 112.46 | |
| International Business Machs Equities (IBM) | 0.1 | $8.2M | +103% | 58k | 141.19 | |
| Altria (MO) | 0.1 | $8.1M | +160% | 192k | 42.29 | |
| Servicenow (NOW) | 0.1 | $8.1M | +57% | 17k | 475.53 | |
| Ishares Tr Equities (IWF) | 0.1 | $8.0M | +12% | 37k | 217.58 | |
| First Rep Bk San Francisco C Stock (FRC) | 0.1 | $7.9M | -30% | 55k | 144.19 | |
| Becton, Dickinson and (BDX) | 0.1 | $7.8M | +91% | 32k | 246.52 | |
| Vanguard Index Fds Equities (VO) | 0.1 | $7.8M | +9% | 40k | 196.47 | |
| Spdr S&p Midcap 400 Etf Tr Etf (MDY) | 0.1 | $7.7M | -4% | 19k | 413.52 | |
| Ishares Tr Ex Trd Eq Fd (IWR) | 0.1 | $7.7M | +15% | 118k | 64.66 | |
| Autodesk (ADSK) | 0.1 | $7.6M | +555% | 44k | 171.95 | |
| Ishares Tr Equities (USRT) | 0.1 | $7.6M | +310% | 142k | 53.37 | |
| Maximus Stock (MMS) | 0.1 | $7.5M | +30% | 120k | 62.50 | |
| Ishares Tr Ex Trd Eq Fd (IVE) | 0.1 | $7.3M | +31% | 53k | 137.47 | |
| Walgreens Boots Alliance Equities (WBA) | 0.1 | $7.3M | 193k | 37.90 | ||
| Select Sector Spdr Tr Ex Trd Eq Fd (XLK) | 0.1 | $7.2M | +35% | 57k | 127.11 | |
| Schwab Strategic Tr Equities (SCHX) | 0.1 | $7.1M | +59% | 160k | 44.59 | |
| Broadmark Rlty Cap Stock (BRMK) | 0.1 | $7.0M | -32% | 1.0M | 6.71 | |
| General Dynamics Corporation (GD) | 0.1 | $7.0M | +151% | 32k | 221.96 | |
| 3M Equities (MMM) | 0.1 | $6.9M | +45% | 54k | 129.40 | |
| Viacomcbs (PARA) | 0.1 | $6.9M | -15% | 279k | 24.69 | |
| Kroger (KR) | 0.1 | $6.9M | +1273% | 145k | 47.34 | |
| Allogene Therapeutics Stock (ALLO) | 0.1 | $6.9M | -14% | 601k | 11.40 | |
| Paypal Holdings (PYPL) | 0.1 | $6.8M | -50% | 98k | 69.83 | |
| PNC Financial Services (PNC) | 0.1 | $6.8M | +195% | 43k | 157.78 | |
| Spdr Ser Tr Equities (SPIP) | 0.1 | $6.7M | +952% | 245k | 27.52 | |
| Vanguard Bd Index Fds Equities (BND) | 0.1 | $6.7M | -66% | 89k | 75.26 | |
| Crown Castle Intl (CCI) | 0.1 | $6.4M | +16% | 38k | 168.37 | |
| Caterpillar (CAT) | 0.1 | $6.4M | +133% | 36k | 178.76 | |
| Linde Equities (LIN) | 0.1 | $6.3M | +25% | 22k | 286.04 | |
| Jacobs Engineering | 0.1 | $6.3M | -56% | 50k | 127.14 | |
| Solaredge Technologies Stock (SEDG) | 0.1 | $6.3M | -40% | 23k | 273.69 | |
| At&t Equities (T) | 0.1 | $6.3M | +67% | 300k | 20.96 | |
| Ishares Tr Etf (OEF) | 0.1 | $6.2M | -52% | 36k | 172.47 | |
| Spdr Ser Tr Equities (SPTL) | 0.1 | $6.2M | +18% | 188k | 33.05 | |
| Ameriprise Financial (AMP) | 0.1 | $6.2M | +2% | 26k | 237.68 | |
| Dollar Tree (DLTR) | 0.1 | $6.2M | NEW | 40k | 155.85 | |
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $6.1M | 92k | 66.40 | ||
| Dover Corporation (DOV) | 0.1 | $6.0M | -12% | 50k | 121.32 | |
| Valero Energy Corp Equities (VLO) | 0.1 | $6.0M | +63% | 56k | 106.28 | |
| Everest Re Group Stock (RE) | 0.1 | $5.9M | +10% | 21k | 280.28 | |
| Cummins (CMI) | 0.1 | $5.6M | +669% | 29k | 193.55 | |
| Enterprise Products Partners (EPD) | 0.1 | $5.6M | +41% | 230k | 24.37 | |
| Gilead Sciences Equities (GILD) | 0.1 | $5.5M | +29% | 90k | 61.77 | |
| Fortinet (FTNT) | 0.1 | $5.5M | NEW | 97k | 56.59 | |
| Vaneck Etf Trust Etf (MOAT) | 0.1 | $5.5M | 86k | 63.73 | ||
| Ishares Tr Ex Trd Eq Fd (DVY) | 0.1 | $5.5M | +66% | 47k | 117.66 | |
| Wells Fargo Equities (WFC) | 0.1 | $5.4M | +52% | 137k | 39.17 | |
| Ishares Tr Equities (ICSH) | 0.1 | $5.3M | +12% | 106k | 50.04 | |
| Schwab Strategic Tr Equities (FNDA) | 0.1 | $5.2M | 116k | 45.16 | ||
| Enbridge (ENB) | 0.1 | $5.2M | -44% | 124k | 42.21 | |
| Applied Matls Equities (AMAT) | 0.1 | $5.2M | +67% | 58k | 90.35 | |
| Regeneron Pharmaceuticals Stock (REGN) | 0.1 | $5.2M | +41% | 8.8k | 591.08 | |
| L3harris Technologies (LHX) | 0.1 | $5.2M | +255% | 21k | 241.77 | |
| Schwab Strategic Tr Equities (SCHF) | 0.1 | $5.2M | 164k | 31.42 | ||
| Northrop Grumman Corporation (NOC) | 0.1 | $5.1M | +181% | 11k | 478.55 | |
| Xcel Energy (XEL) | 0.1 | $5.1M | +1374% | 72k | 70.86 | |
| Udr (UDR) | 0.1 | $5.1M | NEW | 110k | 46.03 | |
| Taiwan Semiconductor Mfg (TSM) | 0.1 | $5.1M | +147% | 62k | 81.78 |
Past Filings by Cerity Partners
SEC 13F filings are viewable for Cerity Partners going back to 2016
- 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
- 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