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Cerity Partners LLC Top Holdings and 13F Report (2025)

About Cerity Partners LLC

Investment Activity

  • Cerity Partners LLC has $49.37 billion in total holdings as of March 31, 2025.
  • Cerity Partners LLC owns shares of 2,474 different stocks, but just 205 companies or ETFs make up 80% of its holdings.
  • Approximately 10.64% of the portfolio was purchased this quarter.
  • About 1.64% of the portfolio was sold this quarter.
  • This quarter, Cerity Partners LLC has purchased 2,415 new stocks and bought additional shares in 1,269 stocks.
  • Cerity Partners LLC sold shares of 866 stocks and completely divested from 186 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF
$2,003,326,566
Apple
$1,892,400,514
Microsoft
$1,357,823,295
NVIDIA
$1,166,475,709

Largest New Holdings this Quarter

302301106 - EZCORP
$8,310,250 Holding
20602D101 - Concentrix
$3,773,012 Holding
092528801 - iShares Large Cap Deep Buffer ETF
$2,163,054 Holding
17243V102 - Cinemark
$2,081,460 Holding
44891N208 - IAC
$2,042,125 Holding

Largest Purchases this Quarter

Apple
1,208,821 shares (about $267.60M)
Meta Platforms
436,614 shares (about $251.65M)
Microsoft
494,477 shares (about $185.62M)
NVIDIA
1,526,640 shares (about $164.79M)
Broadcom
948,087 shares (about $158.74M)

Largest Sales this Quarter

Alibaba Group
188,137 shares (about $24.88M)
Tetra Tech
801,684 shares (about $23.45M)
IQVIA
122,380 shares (about $21.58M)
iShares Ultra Short-Term Bond Active ETF
403,519 shares (about $20.46M)
UnitedHealth Group
33,933 shares (about $17.77M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCerity Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,003,326,566$129,501,277 6.9%3,898,2034.1%ETF
Apple Inc. stock logo
AAPL
Apple
$1,892,400,514$267,596,302 16.5%8,548,5993.8%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$1,357,823,295$185,621,790 15.8%3,617,0992.8%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,166,475,709$164,792,044 16.5%10,806,2772.4%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,162,145,249$45,468,951 4.1%2,068,2422.4%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,136,213,418$20,917,016 1.9%2,248,3072.3%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$1,107,916,639$10,562,121 1.0%6,501,0952.2%Consumer Staples
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$845,480,791$3,722,382 -0.4%16,633,5001.7%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$803,982,037$116,745,653 17.0%4,225,7011.6%Retail/Wholesale
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$743,800,773$64,816,169 9.5%9,832,1311.5%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$658,348,481$251,646,890 61.9%1,142,2521.3%Computer and Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$617,875,794$39,413,290 6.8%6,246,2171.3%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$514,660,871$76,191,604 17.4%3,328,1221.0%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$494,063,007$15,901,266 3.3%600,1301.0%Medical
Alphabet Inc. stock logo
GOOG
Alphabet
$492,677,396$124,456,236 33.8%3,173,3961.0%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$490,389,131$85,216,702 21.0%1,999,1411.0%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$478,350,366$158,738,210 49.7%2,857,0171.0%Computer and Technology
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$459,682,841$174,650 0.0%2,689,9340.9%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$448,230,537$15,632,341 3.6%1,630,8790.9%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$412,505,265$4,891,691 1.2%18,682,3040.8%ETF
Credit Acceptance Co. stock logo
CACC
Credit Acceptance
$411,794,805$587,606 0.1%797,5110.8%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$387,285,894$49,799,972 14.8%727,1880.8%Finance
Visa Inc. stock logo
V
Visa
$384,026,278$69,565,244 22.1%1,095,7780.8%Business Services
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$366,009,622$14,036,370 4.0%386,9910.7%Retail/Wholesale
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$336,104,174$4,590,534 -1.3%930,8050.7%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$327,867,705$8,070,350 2.5%699,1770.7%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$293,886,846$55,082,888 23.1%1,772,1120.6%Medical
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$275,237,649$14,277,323 5.5%2,329,8570.6%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$266,188,391$35,903,623 15.6%726,3170.5%Retail/Wholesale
Walmart Inc. stock logo
WMT
Walmart
$262,452,848$107,355,905 69.2%2,990,7100.5%Retail/Wholesale
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$262,157,648$31,230,842 13.5%4,492,8480.5%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$260,315,930$4,355,340 1.7%2,489,3940.5%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$256,299,832$6,732,271 -2.6%2,100,6450.5%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$254,369,227$14,431,402 6.0%9,959,6410.5%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$250,697,529$19,927,259 8.6%4,951,5610.5%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$237,937,753$17,208,583 7.8%2,000,6530.5%Energy
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$237,604,776$29,552,854 14.2%1,371,6150.5%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$232,050,813$17,772,306 -7.1%443,0590.5%Medical
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$230,661,178$6,529,436 2.9%930,0370.5%Industrials
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$226,313,089$77,298 0.0%737,8010.5%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$220,477,298$8,929,122 4.2%4,085,1820.4%ETF
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$216,502,624$18,596 0.0%1,071,1060.4%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$215,209,458$11,965,719 5.9%3,666,8840.4%ETF
Chevron Co. stock logo
CVX
Chevron
$208,312,590$6,603,106 3.3%1,245,2180.4%Energy
AbbVie Inc. stock logo
ABBV
AbbVie
$205,126,051$22,022,658 12.0%979,0280.4%Medical
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$204,969,165$18,349,619 9.8%792,5490.4%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$204,452,474$6,105,720 3.1%2,471,3230.4%Manufacturing
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$204,447,561$7,823,328 4.0%2,182,8690.4%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$204,105,675$11,132,460 -5.2%7,590,3930.4%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$203,926,625$5,504,694 2.8%4,109,7670.4%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$199,939,029$66,484,156 49.8%1,507,2680.4%Medical
Mastercard Incorporated stock logo
MA
Mastercard
$198,445,691$3,893,295 -1.9%362,0480.4%Business Services
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$198,371,223$22,516,537 12.8%2,534,1240.4%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$192,471,384$421,800 -0.2%3,264,4400.4%Finance
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$180,995,637$5,081,201 2.9%6,908,2310.4%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$178,279,444$18,991,336 11.9%1,985,8220.4%Medical
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$175,602,188$93,356 0.1%3,438,4610.4%ETF
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$174,553,455$15,858,475 10.0%1,433,1160.4%Retail/Wholesale
Bank of America Co. stock logo
BAC
Bank of America
$174,010,792$58,548,090 50.7%4,169,9220.4%Finance
Hartford Multifactor Developed Markets (ex-US) ETF stock logo
RODM
Hartford Multifactor Developed Markets (ex-US) ETF
$166,894,486$2,473,126 1.5%5,385,4300.3%ETF
Salesforce, Inc. stock logo
CRM
Salesforce
$163,423,341$20,419,368 14.3%609,2790.3%Computer and Technology
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$157,151,253$413,640 -0.3%5,620,5730.3%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$153,950,313$12,126,051 8.6%3,878,8180.3%ETF
McDonald's Co. stock logo
MCD
McDonald's
$153,663,515$11,909,079 8.4%491,9290.3%Retail/Wholesale
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$152,400,971$9,623,531 6.7%2,512,3790.3%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$152,134,611$4,830,040 3.3%2,465,3160.3%Computer and Technology
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$150,106,529$11,718,491 8.5%2,527,0460.3%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$147,894,064$16,692,346 12.7%858,5510.3%ETF
RTX Co. stock logo
RTX
RTX
$146,877,275$55,154,729 60.1%1,108,8430.3%Aerospace
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$145,825,360$6,003,286 4.3%854,5790.3%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$144,266,790$9,945,381 7.4%962,2640.3%Consumer Staples
Oracle Co. stock logo
ORCL
Oracle
$142,841,423$24,236,305 20.4%1,021,4660.3%Computer and Technology
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$140,040,570$4,563,015 -3.2%258,1980.3%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$139,347,383$1,570,522 1.1%4,223,9270.3%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$138,104,583$6,034,930 4.6%2,295,2400.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$137,060,064$11,535,505 -7.8%3,028,2830.3%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$134,764,741$4,351,951 3.3%363,4230.3%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$131,210,985$3,964,901 3.1%6,633,5180.3%ETF
BLACKROCK INC
$130,811,020$15,904,754 13.8%138,2070.3%COM
Boston Scientific Co. stock logo
BSX
Boston Scientific
$130,223,902$65,911,980 102.5%1,290,8790.3%Medical
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$130,078,226$22,802,025 21.3%753,0290.3%ETF
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$129,095,867$7,220,693 5.9%417,9480.3%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$128,045,801$35,214,735 37.9%577,4340.3%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$127,416,949$631,603 0.5%442,2050.3%Finance
Amgen Inc. stock logo
AMGN
Amgen
$126,503,690$5,267,988 4.3%406,0470.3%Medical
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$123,640,797$5,582,854 -4.3%1,683,3350.3%ETF
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$122,622,490$7,221,387 6.3%252,9240.2%Medical
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$122,417,787$1,517,972 -1.2%631,0520.2%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$118,354,987$6,292,383 5.6%1,175,6720.2%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$114,608,425$2,105,143 -1.8%1,414,2970.2%Finance
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$113,783,690$4,860,183 4.5%570,3720.2%Finance
Intuit Inc. stock logo
INTU
Intuit
$113,724,479$27,218,329 31.5%185,2210.2%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$112,845,304$32,474,679 40.4%226,7770.2%Medical
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$112,086,121$3,211,643 2.9%4,783,8730.2%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$110,933,793$1,962,527 1.8%1,405,2930.2%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$110,797,371$11,603,074 11.7%1,122,5670.2%Consumer Discretionary
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$108,913,083$21,485,153 24.6%2,766,3980.2%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$107,113,019$56,107,172 110.0%462,6710.2%Business Services
Fiserv, Inc. stock logo
FI
Fiserv
$105,240,727$15,453,020 17.2%476,5690.2%Business Services
Honeywell International Inc. stock logo
HON
Honeywell International
$104,694,305$12,132,431 13.1%494,4240.2%Multi-Sector Conglomerates

Showing largest 100 holdings. View all holdings.
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