HPM Partners
Latest statistics and disclosures from Cerity Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ITW, SPY, AAPL, VOO, GDS, and represent 23.99% of Cerity Partners's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$20M), SPY (+$19M), IEFA (+$15M), STE (+$14M), SHW (+$8.8M), TWLO (+$8.3M), SEDG (+$7.5M), VIAC (+$7.2M), NTRS (+$7.1M), MMC (+$7.0M).
- Started 48 new stock positions in ZOM, IPG, MDB, FRI, VYNT, HYFM, RA, LEN, BLDE, IWS.
- Reduced shares in these 10 stocks: ANSS (-$10M), CB (-$9.1M), AMT (-$8.8M), ATEC (-$7.1M), GLP (-$6.0M), QQQ (-$5.3M), VUG, VZ, FTNT, WMT.
- Sold out of its positions in BK, BPMC, CNMD, ED, COUP, FSP, FREQ, GGN, GNL, HFRO.
- Cerity Partners was a net buyer of stock by $90M.
- Cerity Partners has $4.6B in assets under management (AUM), dropping by 8.53%.
- Central Index Key (CIK): 0001566475
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Portfolio Holdings for Cerity Partners
Companies in the Cerity Partners portfolio as of the June 2021 quarterly 13F filing
Cerity Partners has 708 total positions. Only the first 250 positions are shown.
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- Download the Cerity Partners June 2021 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Illinois Tool Wks Stock (ITW) | 6.4 | $291M | 1.3M | 223.56 | ||
| Spdr S&p 500 Etf Tr Etf (SPY) | 6.1 | $278M | +7% | 650k | 428.06 | |
| Apple Stock (AAPL) | 4.2 | $192M | 1.4M | 136.96 | ||
| Vanguard Index Fds Etf (VOO) | 4.1 | $189M | +11% | 480k | 393.52 | |
| GDS HLDGS Stock (GDS) | 3.2 | $147M | 1.9M | 78.49 | ||
| Microsoft Corp Stock (MSFT) | 2.7 | $122M | 452k | 270.90 | ||
| Ishares Tr Etf (IEFA) | 2.5 | $116M | +14% | 1.6M | 74.86 | |
| Northern Tr Corp Stock (NTRS) | 2.3 | $106M | +7% | 914k | 115.62 | |
| Amazon Stock (AMZN) | 2.1 | $96M | +3% | 28k | 3440.18 | |
| Alphabet Stock (GOOG) | 1.6 | $74M | 30k | 2506.30 | ||
| Jpmorgan Chase & Co Stock (JPM) | 1.3 | $60M | +7% | 386k | 155.54 | |
| Facebook Stock (FB) | 1.3 | $60M | +5% | 173k | 347.71 | |
| Nvidia Corporation Stock (NVDA) | 1.1 | $51M | +4% | 64k | 800.09 | |
| Vanguard Intl Equity Index F Etf (VEU) | 1.1 | $51M | 798k | 63.39 | ||
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| Visa Stock (V) | 1.0 | $48M | -2% | 205k | 233.82 | |
| Thermo Fisher Scientific Stock (TMO) | 1.0 | $47M | +2% | 93k | 504.47 | |
| Home Depot Stock (HD) | 1.0 | $47M | -7% | 146k | 318.89 | |
| Broadmark Rlty Cap Stock (BRMK) | 1.0 | $44M | -4% | 4.2M | 10.59 | |
| Paypal Hldgs Stock (PYPL) | 0.9 | $43M | 149k | 291.48 | ||
| Johnson & Johnson Stock (JNJ) | 0.9 | $41M | 246k | 164.74 | ||
| Disney Walt Stock (DIS) | 0.8 | $36M | +2% | 207k | 175.77 | |
| Honeywell Intl Stock (HON) | 0.8 | $35M | 159k | 219.34 | ||
| Ishares Tr Etf (EFA) | 0.7 | $34M | +2% | 433k | 78.88 | |
| Bk Of America Corp Stock (BAC) | 0.7 | $34M | 821k | 41.23 | ||
| Ishares Tr Etf (IVV) | 0.7 | $33M | +6% | 76k | 429.92 | |
| Alphabet Stock (GOOGL) | 0.7 | $32M | +2% | 13k | 2441.77 | |
| Ishares Tr Etf (IWM) | 0.7 | $30M | -3% | 131k | 229.37 | |
| Danaher Corporation Stock (DHR) | 0.7 | $30M | -7% | 112k | 268.36 | |
| Procter And Gamble Stock (PG) | 0.7 | $30M | 221k | 134.93 | ||
| Adobe Systems Incorporated Stock (ADBE) | 0.6 | $29M | 50k | 585.64 | ||
| Spdr Gold Tr Etf (GLD) | 0.6 | $28M | -4% | 170k | 165.63 | |
| Vanguard Index Fds Etf (VTV) | 0.6 | $27M | -3% | 196k | 137.46 | |
| Ishares Etf (IEMG) | 0.6 | $27M | -3% | 401k | 66.99 | |
| Alibaba Group Hldg Stock (BABA) | 0.6 | $27M | +2% | 118k | 226.78 | |
| Unitedhealth Group Stock (UNH) | 0.6 | $26M | -11% | 66k | 400.43 | |
| Abbvie Stock (ABBV) | 0.6 | $26M | 229k | 112.64 | ||
| Qualcomm Stock (QCOM) | 0.6 | $26M | +5% | 180k | 142.93 | |
| Merck & Co Stock (MRK) | 0.6 | $26M | +2% | 329k | 77.77 | |
| Cisco Sys Stock (CSCO) | 0.6 | $25M | 478k | 53.00 | ||
| Alphatec Hldgs Stock (ATEC) | 0.5 | $25M | -22% | 1.6M | 15.32 | |
| Pepsico Stock (PEP) | 0.5 | $24M | -5% | 159k | 148.17 | |
| Ishares Tr Etf (GVI) | 0.5 | $23M | +19% | 202k | 115.62 | |
| Accenture Plc Ireland Stock (ACN) | 0.5 | $22M | 76k | 294.79 | ||
| Union Pac Corp Stock (UNP) | 0.5 | $22M | 102k | 219.93 | ||
| Starbucks Corp Stock (SBUX) | 0.5 | $21M | +3% | 190k | 111.81 | |
| Berkshire Hathaway Inc Del Stock (BRK.B) | 0.4 | $20M | +3% | 73k | 277.92 | |
| Costco Whsl Corp Stock (COST) | 0.4 | $20M | 51k | 395.68 | ||
| Comcast Corp Stock (CMCSA) | 0.4 | $20M | 350k | 57.02 | ||
| Boeing Stock (BA) | 0.4 | $19M | +5% | 79k | 239.56 | |
| Golub Cap Bdc Stock (GBDC) | 0.4 | $18M | -15% | 1.2M | 15.42 | |
| Vanguard Tax-managed Intl Etf (VEA) | 0.4 | $18M | 347k | 51.52 | ||
| Generac Hldgs Stock (GNRC) | 0.4 | $18M | 42k | 415.15 | ||
| Schwab Strategic Tr Etf (SCHE) | 0.4 | $17M | -5% | 527k | 32.88 | |
| Camden Ppty Tr Reit (CPT) | 0.4 | $17M | +35% | 131k | 132.67 | |
| Netflix Stock (NFLX) | 0.4 | $17M | +5% | 33k | 528.21 | |
| Salesforce Stock (CRM) | 0.4 | $17M | 70k | 244.28 | ||
| Goldman Sachs Etf Tr Etf (GSIE) | 0.4 | $17M | -3% | 474k | 34.93 | |
| Broadcom Stock (AVGO) | 0.4 | $16M | 34k | 476.84 | ||
| Paychex Stock (PAYX) | 0.4 | $16M | 150k | 107.30 | ||
| Vanguard Index Fds Etf (VUG) | 0.3 | $16M | -23% | 55k | 286.81 | |
| Tjx Cos Stock (TJX) | 0.3 | $16M | -17% | 233k | 67.42 | |
| Marsh & Mclennan Cos Stock (MMC) | 0.3 | $15M | +90% | 104k | 140.68 | |
| Ishares Tr Etf (OEF) | 0.3 | $15M | 74k | 196.18 | ||
| Nextera Energy Stock (NEE) | 0.3 | $14M | 196k | 73.28 | ||
| Schwab Strategic Tr Etf (SCHZ) | 0.3 | $14M | 262k | 54.60 | ||
| Goldman Sachs Group Stock (GS) | 0.3 | $14M | +7% | 38k | 379.54 | |
| Jacobs Engr Group Stock (J) | 0.3 | $14M | 106k | 133.42 | ||
| Steris Stock (STE) | 0.3 | $14M | NEW | 68k | 206.29 | |
| Vanguard Index Fds Etf (VNQ) | 0.3 | $14M | 134k | 101.79 | ||
| Ishares Tr Etf (QUAL) | 0.3 | $13M | 101k | 132.87 | ||
| S&p Global Stock (SPGI) | 0.3 | $13M | 32k | 410.44 | ||
| Vanguard Scottsdale Fds Etf (VGIT) | 0.3 | $13M | +3% | 192k | 67.81 | |
| Sherwin Williams Stock (SHW) | 0.3 | $13M | +207% | 48k | 272.45 | |
| Vanguard Intl Equity Index F Etf (VWO) | 0.3 | $13M | +12% | 238k | 54.31 | |
| Tesla Stock (TSLA) | 0.3 | $13M | +91% | 19k | 679.69 | |
| Lauder Estee Cos Stock (EL) | 0.3 | $13M | -7% | 40k | 318.09 | |
| Cvs Health Corp Stock (CVS) | 0.3 | $12M | 147k | 83.44 | ||
| Blackrock Stock (BLK) | 0.3 | $12M | 14k | 874.98 | ||
| Bristol-myers Squibb Stock (BMY) | 0.3 | $12M | 178k | 66.82 | ||
| Mcdonalds Corp Stock (MCD) | 0.3 | $12M | 50k | 230.99 | ||
| Stryker Corporation Stock (SYK) | 0.3 | $12M | -2% | 44k | 259.72 | |
| Twilio Stock (TWLO) | 0.2 | $11M | +272% | 29k | 394.15 | |
| Chevron Corp Stock (CVX) | 0.2 | $11M | 108k | 104.74 | ||
| Ishares Tr Etf (LQD) | 0.2 | $11M | -8% | 81k | 134.35 | |
| Select Sector Spdr Tr Etf (XLB) | 0.2 | $11M | 131k | 82.31 | ||
| Citigroup Stock (C) | 0.2 | $11M | +6% | 153k | 70.75 | |
| Cintas Corp Stock (CTAS) | 0.2 | $11M | 28k | 382.01 | ||
| Solaredge Technologies Stock (SEDG) | 0.2 | $11M | +234% | 39k | 276.38 | |
| Allogene Therapeutics Stock (ALLO) | 0.2 | $10M | 400k | 26.08 | ||
| Invesco Qqq Tr Etf (QQQ) | 0.2 | $10M | -34% | 29k | 354.42 | |
| Nxp Semiconductors N V Stock (NXPI) | 0.2 | $10M | +11% | 50k | 205.72 | |
| Advanced Micro Devices Stock (AMD) | 0.2 | $10M | 110k | 93.93 | ||
| Dow Stock (DOW) | 0.2 | $10M | +5% | 161k | 63.28 | |
| Invesco Exch Traded Fd Tr Ii Etf (PGHY) | 0.2 | $10M | +15% | 451k | 22.08 | |
| Ishares Tr Etf (SHY) | 0.2 | $9.8M | +15% | 114k | 86.16 | |
| Ishares Tr Etf (ICF) | 0.2 | $9.7M | -2% | 149k | 65.35 | |
| Prologis Reit (PLD) | 0.2 | $9.7M | 81k | 119.53 | ||
| Intuit Stock (INTU) | 0.2 | $9.6M | -8% | 20k | 490.19 | |
| Exxon Mobil Corp Stock (XOM) | 0.2 | $9.5M | 151k | 63.08 | ||
| Ishares Tr Etf (HYG) | 0.2 | $9.2M | -5% | 105k | 88.04 | |
| Abbott Labs Stock (ABT) | 0.2 | $9.2M | 79k | 115.93 | ||
| Vertiv Holdings Stock (VRT) | 0.2 | $9.2M | -3% | 336k | 27.30 | |
| Viacomcbs Stock (VIAC) | 0.2 | $9.1M | +358% | 202k | 45.20 | |
| Fifth Third Bancorp Stock (FITB) | 0.2 | $8.7M | 228k | 38.23 | ||
| Ishares Tr Etf (EMB) | 0.2 | $8.7M | 77k | 112.46 | ||
| Ishares Etf (EPP) | 0.2 | $8.6M | -5% | 167k | 51.71 | |
| Nike Stock (NKE) | 0.2 | $8.6M | -3% | 56k | 154.49 | |
| Ishares Tr Etf (IWR) | 0.2 | $8.5M | -3% | 107k | 79.24 | |
| Medtronic Stock (MDT) | 0.2 | $8.3M | +4% | 67k | 124.14 | |
| Teladoc Health Stock (TDOC) | 0.2 | $8.3M | -30% | 50k | 166.28 | |
| Enbridge Stock (ENB) | 0.2 | $8.3M | 207k | 40.08 | ||
| Chubb Stock (CB) | 0.2 | $8.3M | -52% | 52k | 158.94 | |
| Texas Instrs Stock (TXN) | 0.2 | $8.2M | 43k | 192.31 | ||
| First Rep Bk San Francisco C Stock (FRC) | 0.2 | $8.2M | 44k | 187.16 | ||
| Mondelez Intl Stock (MDLZ) | 0.2 | $8.1M | -12% | 129k | 62.44 | |
| Ishares Tr Stock (LRGF) | 0.2 | $7.9M | -19% | 184k | 42.83 | |
| Emerson Elec Stock (EMR) | 0.2 | $7.6M | 79k | 96.24 | ||
| Enterprise Prods Partners L Master Limited Partnership (EPD) | 0.2 | $7.6M | +3% | 316k | 24.13 | |
| Ameriprise Finl Stock (AMP) | 0.2 | $7.5M | 30k | 248.87 | ||
| Unity Software Stock (U) | 0.2 | $7.5M | 68k | 109.82 | ||
| Norfolk Southn Corp Stock (NSC) | 0.2 | $7.4M | 28k | 265.43 | ||
| Teleflex Incorporated Stock (TFX) | 0.2 | $7.3M | +3% | 18k | 401.79 | |
| American Wtr Wks Stock (AWK) | 0.2 | $7.3M | -9% | 48k | 154.13 | |
| Raytheon Technologies Corp Stock (RTX) | 0.2 | $7.3M | +2% | 85k | 85.31 | |
| Ishares Tr Closed End Fund (MUB) | 0.2 | $7.2M | -21% | 61k | 117.20 | |
| American Tower Corp Reit (AMT) | 0.2 | $7.1M | -55% | 26k | 270.13 | |
| Dover Corp Stock (DOV) | 0.2 | $7.0M | +4% | 47k | 150.60 | |
| Schwab Strategic Tr Etf (SCHP) | 0.2 | $7.0M | 112k | 62.51 | ||
| Pfizer Stock (PFE) | 0.1 | $6.8M | 174k | 39.16 | ||
| Philip Morris Intl Stock (PM) | 0.1 | $6.7M | -14% | 68k | 99.11 | |
| Intel Corp Stock (INTC) | 0.1 | $6.7M | -6% | 120k | 56.14 | |
| Marathon Pete Corp Stock (MPC) | 0.1 | $6.7M | -31% | 110k | 60.42 | |
| Ishares Tr Etf (IWB) | 0.1 | $6.7M | +21% | 28k | 242.08 | |
| Lennar Corp Stock (LEN) | 0.1 | $6.7M | NEW | 67k | 99.35 | |
| Berry Global Group Stock (BERY) | 0.1 | $6.5M | NEW | 100k | 65.22 | |
| Vaneck Vectors Etf Tr Etf (MOAT) | 0.1 | $6.5M | 88k | 74.06 | ||
| Spdr Ser Tr Etf (SPTL) | 0.1 | $6.5M | 156k | 41.30 | ||
| Global Partners Stock (GLP) | 0.1 | $6.4M | -48% | 248k | 25.92 | |
| United Parcel Service Stock (UPS) | 0.1 | $6.3M | +60% | 31k | 207.98 | |
| Vanguard Index Fds Etf (VB) | 0.1 | $6.1M | +28% | 27k | 225.27 | |
| 3M Stock (MMM) | 0.1 | $6.1M | 31k | 198.62 | ||
| Constellation Brands Stock (STZ) | 0.1 | $6.0M | 26k | 233.89 | ||
| Schwab Strategic Tr Etf (SCHH) | 0.1 | $6.0M | +6% | 130k | 45.79 | |
| Mastercard Incorporated Stock (MA) | 0.1 | $5.9M | 16k | 365.08 | ||
| Ishares Tr Etf (EEM) | 0.1 | $5.8M | 106k | 55.15 | ||
| Oracle Corp Stock (ORCL) | 0.1 | $5.8M | -3% | 74k | 77.85 | |
| Coca Cola Stock (KO) | 0.1 | $5.8M | +2% | 107k | 54.11 | |
| Wells Fargo Stock (WFC) | 0.1 | $5.7M | +6% | 126k | 45.29 | |
| Spdr Dow Jones Indl Average Etf (DIA) | 0.1 | $5.6M | +47% | 16k | 344.95 | |
| Spdr S&p Midcap 400 Etf Tr Etf (MDY) | 0.1 | $5.6M | +5% | 12k | 490.97 | |
| Ishares Tr Etf (IVW) | 0.1 | $5.6M | -29% | 76k | 72.73 | |
| Verizon Communications Stock (VZ) | 0.1 | $5.5M | -45% | 98k | 56.03 | |
| Zimmer Biomet Holdings Stock (ZBH) | 0.1 | $5.4M | +9% | 34k | 160.81 | |
| Walmart Stock (WMT) | 0.1 | $5.4M | -44% | 38k | 141.03 | |
| Amgen Stock (AMGN) | 0.1 | $5.3M | 22k | 243.74 | ||
| Crown Castle Intl Corp Reit (CCI) | 0.1 | $5.3M | -4% | 27k | 195.12 | |
| Spdr Ser Tr Etf (XOP) | 0.1 | $5.3M | NEW | 55k | 96.68 | |
| Monro Stock (MNRO) | 0.1 | $5.2M | 82k | 63.50 | ||
| Kinder Morgan Inc Del Stock (KMI) | 0.1 | $5.2M | +6% | 283k | 18.23 | |
| Servicenow Stock (NOW) | 0.1 | $5.1M | +98% | 9.3k | 549.54 | |
| Palantir Technologies Stock (PLTR) | 0.1 | $4.9M | -6% | 186k | 26.36 | |
| Ishares Tr Etf (IJH) | 0.1 | $4.8M | -3% | 18k | 268.72 | |
| Vanguard Index Fds Etf (VTI) | 0.1 | $4.8M | +19% | 21k | 222.82 | |
| Ishares Tr Etf (IJR) | 0.1 | $4.7M | +8% | 41k | 112.97 | |
| Gilead Sciences Stock (GILD) | 0.1 | $4.6M | -16% | 67k | 68.86 | |
| Truist Finl Corp Stock (TFC) | 0.1 | $4.5M | 81k | 55.50 | ||
| Airbnb Stock (ABNB) | 0.1 | $4.4M | +1615% | 29k | 153.13 | |
| Everest Re Group Stock (RE) | 0.1 | $4.4M | 17k | 251.99 | ||
| Ametek Stock (AME) | 0.1 | $4.4M | 33k | 133.50 | ||
| Linde Stock (LIN) | 0.1 | $4.3M | 15k | 289.12 | ||
| Dbx Etf Tr Etf (DBEU) | 0.1 | $4.3M | -6% | 126k | 34.11 | |
| Spdr Index Shs Fds Etf (RWO) | 0.1 | $4.2M | 82k | 51.49 | ||
| Cme Group Stock (CME) | 0.1 | $4.1M | 20k | 212.70 | ||
| Intercontinental Exchange In Stock (ICE) | 0.1 | $4.1M | 35k | 118.71 | ||
| Vanguard Scottsdale Fds Etf (VCSH) | 0.1 | $4.1M | -10% | 50k | 82.71 | |
| Discover Finl Svcs Stock (DFS) | 0.1 | $4.1M | -3% | 34k | 118.30 | |
| Spdr Index Shs Fds Etf (GNR) | 0.1 | $4.0M | +37% | 75k | 53.00 | |
| Fleetcor Technologies Stock (FLT) | 0.1 | $3.9M | 15k | 256.08 | ||
| Marriott Intl Stock (MAR) | 0.1 | $3.8M | +2% | 28k | 136.54 | |
| Iqvia Hldgs Stock (IQV) | 0.1 | $3.8M | 16k | 242.31 | ||
| Fedex Corp Stock (FDX) | 0.1 | $3.8M | +5% | 13k | 298.34 | |
| At&t Stock (T) | 0.1 | $3.8M | -7% | 131k | 28.78 | |
| Edwards Lifesciences Corp Stock (EW) | 0.1 | $3.8M | +2% | 36k | 103.58 | |
| Boston Scientific Corp Stock (BSX) | 0.1 | $3.8M | -31% | 88k | 42.76 | |
| Price T Rowe Group Stock (TROW) | 0.1 | $3.7M | -15% | 19k | 197.98 | |
| Ishares Tr Etf (ACWI) | 0.1 | $3.6M | +15% | 36k | 101.19 | |
| Analog Devices Stock (ADI) | 0.1 | $3.6M | 21k | 172.17 | ||
| General Mtrs Stock (GM) | 0.1 | $3.5M | +7% | 60k | 59.16 | |
| Vanguard Charlotte Fds Etf (BNDX) | 0.1 | $3.5M | -22% | 62k | 57.10 | |
| Xilinx Stock (XLNX) | 0.1 | $3.5M | 24k | 144.66 | ||
| Parker-hannifin Corp Stock (PH) | 0.1 | $3.5M | 11k | 307.07 | ||
| Us Bancorp Del Stock (USB) | 0.1 | $3.5M | 61k | 56.97 | ||
| Deere & Co Stock (DE) | 0.1 | $3.5M | -4% | 9.8k | 352.75 | |
| Air Prods & Chems Stock (APD) | 0.1 | $3.4M | 12k | 287.65 | ||
| Gty Technology Holdings Stock (GTYH) | 0.1 | $3.4M | 479k | 7.11 | ||
| Dbx Etf Tr Etf (DBEF) | 0.1 | $3.4M | 91k | 37.53 | ||
| Schwab Strategic Tr Etf (SCHX) | 0.1 | $3.4M | +5% | 33k | 103.97 | |
| Microchip Technology Stock (MCHP) | 0.1 | $3.4M | +2% | 23k | 149.73 | |
| Select Sector Spdr Tr Etf (XLK) | 0.1 | $3.3M | +23% | 23k | 147.66 | |
| International Business Machs Stock (IBM) | 0.1 | $3.3M | +5% | 23k | 146.60 | |
| Bio-techne Corp Stock (TECH) | 0.1 | $3.3M | 7.4k | 450.18 | ||
| Fortress Trans Infrst Invs L Master Limited Partnership (FTAI) | 0.1 | $3.3M | 99k | 33.55 | ||
| Datadog Stock (DDOG) | 0.1 | $3.3M | -35% | 32k | 104.06 | |
| Regeneron Pharmaceuticals Stock (REGN) | 0.1 | $3.3M | +2% | 5.8k | 558.49 | |
| Trane Technologies Stock (TT) | 0.1 | $3.3M | 18k | 184.12 | ||
| Vanguard Whitehall Fds Etf (VYM) | 0.1 | $3.3M | 31k | 104.78 | ||
| Ihs Markit Stock (INFO) | 0.1 | $3.2M | 29k | 112.68 | ||
| Ishares Tr Etf (SCZ) | 0.1 | $3.1M | -3% | 42k | 74.15 | |
| Verisk Analytics Stock (VRSK) | 0.1 | $3.1M | 18k | 174.69 | ||
| Safehold Stock (SAFE) | 0.1 | $3.1M | -3% | 39k | 78.50 | |
| Fidelity Natl Information Sv Stock (FIS) | 0.1 | $3.1M | +2% | 22k | 141.69 | |
| Vanguard Index Fds Etf (VOT) | 0.1 | $3.1M | 13k | 236.38 | ||
| Exelon Corp Stock (EXC) | 0.1 | $3.1M | -12% | 69k | 44.31 | |
| Becton Dickinson & Co Stock (BDX) | 0.1 | $3.0M | -39% | 13k | 243.20 | |
| Eaton Corp Stock (ETN) | 0.1 | $3.0M | 20k | 148.16 | ||
| Grainger W W Stock (GWW) | 0.1 | $3.0M | 6.8k | 438.06 | ||
| Clarivate Stock (CLVT) | 0.1 | $3.0M | 108k | 27.53 | ||
| Ishares Tr Etf (USMV) | 0.1 | $3.0M | +5% | 40k | 73.60 | |
| Morgan Stanley Stock (MS) | 0.1 | $2.9M | 32k | 91.69 | ||
| Vanguard Index Fds Etf (VO) | 0.1 | $2.9M | +2% | 12k | 237.33 | |
| Cigna Corp Stock (CI) | 0.1 | $2.9M | -2% | 12k | 237.05 | |
| Hannon Armstrong Sust Infr C Stock (HASI) | 0.1 | $2.8M | 49k | 56.16 | ||
| Adaptive Biotechnologies Cor Stock (ADPT) | 0.1 | $2.8M | +18% | 67k | 40.86 | |
| Plantronics Stock (POLY) | 0.1 | $2.7M | 64k | 41.73 | ||
| Schwab Charles Corp Stock (SCHW) | 0.1 | $2.7M | -18% | 37k | 72.81 | |
| Aptiv Stock (APTV) | 0.1 | $2.6M | +2% | 17k | 157.33 | |
| Avery Dennison Corp Stock (AVY) | 0.1 | $2.6M | +2% | 13k | 210.26 | |
| Schwab Strategic Tr Etf (SCHO) | 0.1 | $2.6M | 51k | 51.23 | ||
| Heico Corp Stock (HEI.A) | 0.1 | $2.6M | +12% | 21k | 124.18 | |
| Acadia Healthcare Company In Stock (ACHC) | 0.1 | $2.6M | -4% | 41k | 62.75 | |
| Phillips 66 Stock (PSX) | 0.1 | $2.6M | -18% | 30k | 85.82 | |
| Lilly Eli & Co Stock (LLY) | 0.1 | $2.6M | -2% | 11k | 229.54 | |
| Berkshire Hathaway Inc Del Stock (BRK.A) | 0.1 | $2.5M | 6.00 | 418666.67 | ||
| Spdr Ser Tr Etf (SPTS) | 0.1 | $2.5M | -26% | 82k | 30.64 | |
| Vanguard Bd Index Fds Etf (BIV) | 0.1 | $2.5M | +14% | 28k | 89.95 | |
| Skyworks Solutions Stock (SWKS) | 0.1 | $2.5M | 13k | 191.73 | ||
| Genmab A/s Stock (GMAB) | 0.1 | $2.4M | 60k | 40.82 | ||
| Keycorp Stock (KEY) | 0.1 | $2.4M | 116k | 20.65 | ||
| Spdr Ser Tr Etf (SPYX) | 0.1 | $2.4M | -2% | 23k | 106.13 | |
| Goldman Sachs Bdc Stock (GSBD) | 0.1 | $2.4M | NEW | 122k | 19.60 | |
| Ishares Tr Etf (IWD) | 0.1 | $2.4M | +3% | 15k | 158.64 | |
| Ishares Tr Etf (IWF) | 0.1 | $2.4M | +11% | 8.7k | 271.47 | |
| Equinix Reit (EQIX) | 0.1 | $2.3M | -4% | 2.9k | 802.51 | |
| Lockheed Martin Corp Stock (LMT) | 0.1 | $2.3M | +9% | 6.1k | 378.38 | |
| Ishares Tr Etf (SHV) | 0.0 | $2.3M | +9% | 21k | 110.48 | |
| Fortive Corp Stock (FTV) | 0.0 | $2.2M | -3% | 32k | 69.74 | |
| Catalent Stock (CTLT) | 0.0 | $2.2M | +2% | 20k | 108.13 | |
| Valero Energy Corp Stock (VLO) | 0.0 | $2.2M | +293% | 28k | 78.09 | |
| Ishares Tr Etf (ITOT) | 0.0 | $2.2M | +4% | 22k | 98.75 | |
| Altria Group Stock (MO) | 0.0 | $2.2M | -5% | 45k | 47.67 | |
Past Filings by Cerity Partners
SEC 13F filings are viewable for Cerity Partners going back to 2016
- 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
- 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