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Cerity Partners LLC

SEC CIK
0001566475
Latest filing
Aug 14, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed Apr 30, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
2,467
+52 vs. Q4 2024
Portfolio value
$48.7B
+$2.56B (+5.5%) vs. Q4 2024
Filed
Apr 30, 2025
SEC
Holdings of Cerity Partners LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard S&P 500 ETF922908363ETF3,898,203$2.00B4.1%+251,992+6.9%Added–
AAPLApple Inc.Stock8,548,599$1.89B3.9%+1,208,821+16.5%AddedHistory
MSFTMicrosoft CorpStock3,617,099$1.36B2.8%+494,477+15.8%AddedHistory
NVDANVIDIA CorpStock10,806,277$1.17B2.4%+1,526,640+16.5%AddedHistory
iShares Core S&P 500 ETF464287200ETF2,068,242$1.16B2.4%+80,920+4.1%Added–
SPYSPDR S&P 500 ETF TrustETF2,248,307$1.14B2.3%+41,390+1.9%AddedHistory
PGProcter & Gamble CoStock6,501,095$1.11B2.3%+61,977+1.0%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF16,633,500$845.5M1.7%−73,232−0.4%Reduced–
AMZNAmazon Com IncStock4,225,701$804.0M1.7%+613,611+17.0%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF9,832,131$743.8M1.5%+856,790+9.5%Added–
METAMeta Platforms, Inc.Stock1,142,252$658.3M1.4%+436,614+61.9%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF6,246,217$617.9M1.3%+398,436+6.8%Added–
GOOGLAlphabet Inc.Stock3,328,122$514.7M1.1%+492,703+17.4%AddedHistory
LLYEli Lilly & CoStock600,130$494.1M1.0%+19,315+3.3%AddedHistory
GOOGAlphabet Inc.Stock3,173,396$492.7M1.0%+801,638+33.8%AddedHistory
JPMJPMorgan Chase & CoStock1,999,141$490.4M1.0%+347,398+21.0%AddedHistory
AVGOBroadcom Inc.Stock2,857,017$478.4M1.0%+948,087+49.7%AddedHistory
iShares MSCI USA Quality Factor ETF46432F339ETF2,689,934$459.7M0.9%−1,0220.0%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF1,630,879$448.2M0.9%+56,878+3.6%Added–
Schwab U.S. Large-Cap ETF808524201ETF18,682,304$412.5M0.8%+221,544+1.2%Added–
CACCCredit Acceptance CorpCOM797,511$411.8M0.8%+1,138+0.1%AddedHistory
BRK.BBerkshire Hathaway IncStock727,188$387.3M0.8%+93,507+14.8%AddedHistory
VVisa Inc.Stock1,095,778$384.0M0.8%+198,497+22.1%AddedHistory
COSTCostco Wholesale CorpStock386,991$366.0M0.8%+14,841+4.0%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF930,805$336.1M0.7%−12,713−1.3%Reduced–
Invesco QQQ Trust Series I46090E103ETF699,177$327.9M0.7%+17,210+2.5%Added–
JNJJohnson & JohnsonStock1,772,112$293.9M0.6%+332,145+23.1%AddedHistory
iShares Tr4642886613 7 YR TREAS BD2,329,857$275.2M0.6%+120,856+5.5%Added–
HDHome Depot, Inc.Stock726,317$266.2M0.5%+97,966+15.6%AddedHistory
WMTWalmart Inc.Stock2,990,710$262.5M0.5%+1,223,345+69.2%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF4,492,848$262.2M0.5%+535,233+13.5%Added–
iShares Core S&P Small Cap ETF464287804ETF2,489,394$260.3M0.5%+41,650+1.7%Added–
iShares Tr464287150CORE S&P TTL STK2,100,645$256.3M0.5%−55,178−2.6%Reduced–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF9,959,641$254.4M0.5%+565,051+6.0%Added–
JPMorgan Ultra-Short Income ETF46641Q837ETF4,951,561$250.7M0.5%+393,586+8.6%Added–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT1,371,615$237.6M0.5%+170,599+14.2%Added–
UNHUnitedHealth Group IncStock443,059$232.1M0.5%−33,933−7.1%ReducedHistory
ITWIllinois Tool Works IncStock930,037$230.7M0.5%+26,327+2.9%AddedHistory
iShares Tr464287622RUS 1000 ETF737,801$226.3M0.5%−2520.0%Reduced–
iShares Core MSCI Emerging Markets ETF46434G103ETF4,085,182$220.5M0.5%+165,446+4.2%Added–
iShares MSCI USA Momentum Factor ETF46432F396ETF1,071,106$216.5M0.4%−920.0%Reduced–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS3,666,884$215.2M0.4%+203,880+5.9%Added–
CVXChevron CorpStock1,245,218$208.3M0.4%+39,471+3.3%AddedHistory
ABBVAbbVie Inc.Stock979,028$205.1M0.4%+105,110+12.0%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF792,549$205.0M0.4%+70,952+9.8%Added–
iShares Tr4642874571 3 YR TREAS BD2,471,323$204.5M0.4%+73,803+3.1%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF2,182,869$204.4M0.4%+83,529+4.0%Added–
Schwab US Tips ETF808524870ETF7,590,393$204.1M0.4%−414,000−5.2%Reduced–
Vanguard Mun BD FDS922907746TAX EXEMPT BD4,109,767$203.9M0.4%+110,937+2.8%Added–
ABTAbbott LaboratoriesStock1,507,268$199.9M0.4%+501,200+49.8%AddedHistory
MAMastercard IncStock362,048$198.4M0.4%−7,103−1.9%ReducedHistory
Vanguard Short-Term Bond ETF921937827ETF2,534,124$198.4M0.4%+287,641+12.8%Added–
IAUiShares Gold TrustETF3,264,440$192.5M0.4%−7,154−0.2%ReducedHistory
Schwab U.S. Mid-Cap ETF808524508ETF6,908,231$181.0M0.4%+193,939+2.9%Added–
MRKMerck & Co., Inc.Stock1,985,822$178.3M0.4%+211,541+11.9%AddedHistory
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF3,438,461$175.6M0.4%+1,828+0.1%Added–
TJXTJX Companies IncStock1,433,116$174.6M0.4%+130,201+10.0%AddedHistory
Lattice Strategies Tr518416102HARTFORD MLT ETF5,385,430$166.9M0.3%+79,804+1.5%Added–
CRMSalesforce, Inc.Stock609,279$163.4M0.3%+76,128+14.3%AddedHistory
Schwab US Dividend Equity ETF808524797ETF5,620,573$157.2M0.3%−14,794−0.3%Reduced–
iShares Tr46434V456MSCI INTL QUALTY3,878,818$154.0M0.3%+305,519+8.6%Added–
MCDMcDonalds CorpStock491,929$153.7M0.3%+38,125+8.4%AddedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF2,512,379$152.4M0.3%+158,647+6.7%Added–
CSCOCisco Systems, Inc.Stock2,465,316$152.1M0.3%+78,270+3.3%AddedHistory
Vanguard Scottsdale FDS92206C706INTER TERM TREAS2,527,046$150.1M0.3%+197,281+8.5%Added–
Vanguard Index FDS922908652EXTEND MKT ETF858,551$147.9M0.3%+96,902+12.7%Added–
RTXRTX CorpStock1,108,843$146.9M0.3%+416,388+60.1%AddedHistory
PANWPalo Alto Networks IncStock854,579$145.8M0.3%+35,181+4.3%AddedHistory
PEPPepsiCo IncStock962,264$144.3M0.3%+66,336+7.4%AddedHistory
ORCLOracle CorpStock1,021,466$142.8M0.3%+173,315+20.4%AddedHistory
Vanguard Information Technology ETF92204A702ETF258,198$140.0M0.3%−8,413−3.2%Reduced–
Dimensional U.S. Core Equity 2 ETF25434V708ETF4,223,927$139.3M0.3%+47,606+1.1%Added–
American Centy ETF Tr025072604AVANTIS EMGMKT2,295,240$138.1M0.3%+100,298+4.6%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF3,028,283$137.1M0.3%−254,872−7.8%Reduced–
Vanguard Morningstar Growth ETF922908736ETF363,423$134.8M0.3%+11,736+3.3%Added–
Schwab International Equity ETF808524805ETF6,633,518$131.2M0.3%+200,450+3.1%Added–
BLKBlackRock, Inc.Stock138,207$130.8M0.3%+16,804+13.8%AddedHistory
BSXBoston Scientific CorpStock1,290,879$130.2M0.3%+653,370+102.5%AddedHistory
Vanguard Morningstar Value ETF922908744ETF753,029$130.1M0.3%+132,002+21.3%Added–
Vanguard World FD921910816MEGA GRWTH IND417,948$129.1M0.3%+23,377+5.9%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF577,434$128.0M0.3%+158,804+37.9%Added–
GLDSPDR Gold TrustETF442,205$127.4M0.3%+2,192+0.5%AddedHistory
AMGNAmgen IncStock406,047$126.5M0.3%+16,909+4.3%AddedHistory
Vanguard Total Bond Market ETF921937835ETF1,683,335$123.6M0.3%−76,009−4.3%Reduced–
VRTXVertex Pharmaceuticals IncStock252,924$122.6M0.3%+14,895+6.3%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF631,052$122.4M0.3%−7,825−1.2%Reduced–
iShares Tr46436E7180-3 MTH TREASURY1,175,672$118.4M0.2%+62,505+5.6%Added–
iShares Russell 2000 ETF464287655ETF570,372$113.8M0.2%+24,363+4.5%Added–
TMOThermo Fisher Scientific Inc.Stock226,777$112.8M0.2%+65,262+40.4%AddedHistory
Schwab U.S. Small-Cap ETF808524607ETF4,783,873$112.1M0.2%+137,074+2.9%Added–
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD1,405,293$110.9M0.2%+24,861+1.8%Added–
DISWalt Disney CoStock1,122,567$110.8M0.2%+117,559+11.7%AddedHistory
SPDR Index Shs FDS78463X509ST PORT MARK ETF2,766,398$108.9M0.2%+545,724+24.6%Added–
WMWaste Management IncStock462,671$107.1M0.2%+242,353+110.0%AddedHistory
FISVFiserv IncStock476,569$105.2M0.2%+69,977+17.2%AddedHistory
HONHoneywell International IncCOM494,424$104.7M0.2%+57,296+13.1%AddedHistory
Dimensional ETF Trust25434V807INTERNATNAL VAL2,657,547$104.6M0.2%+93,620+3.7%Added–
ACNAccenture plcStock331,745$103.5M0.2%+40,802+14.0%AddedHistory
Vanguard Star FDS921909768VG TL INTL STK F1,665,392$103.4M0.2%+10,722+0.6%Added–
NFLXNetflix IncStock110,176$102.7M0.2%+27,125+32.7%AddedHistory

Options (7)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Cerity Partners LLC in Q1 2025
SecurityClassPutsCalls
XOMExxonMobil Holdings CorpCOM$237.9M–
BACBank of America CorpStock$174.0M–
iShares MSCI Eafe ETF464287465ETF–$114.6M
INTUIntuit Inc.Stock$113.7M–
ADPAutomatic Data Processing IncStock$73.0M–
iShares Tr464287788U.S. FINLS ETF–$771.3K
MVISMicrovision, Inc.COM NEW–$74.9K

Sold out since Q4 2024 (191)

Positions held at the end of Q4 2024 that are gone from this filing.

The largest 100 of 191 by value last quarter.

Positions of Cerity Partners LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
XOMExxonMobil Holdings CorpCOM1,855,958$201.6M0.4%History
BACBank of America CorpStock2,766,900$119.1M0.3%History
iShares MSCI Eafe ETF464287465ETF1,440,275$108.3M0.2%–
INTUIntuit Inc.Stock140,891$88.4M0.2%History
ADPAutomatic Data Processing IncStock184,281$53.5M0.1%History
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM97,268$12.0M<0.1%–
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE60,620$7.23M<0.1%–
SMARSmartsheet IncCOM CL A102,918$5.76M<0.1%History
OBDEBlue Owl Capital Corp IIICOM SHS321,866$4.64M<0.1%History
SAMBoston Beer Co IncCL A11,574$3.47M<0.1%History
SPRSpirit AeroSystems Holdings, Inc.COM CL A79,705$2.59M<0.1%History
TXNMTXNM Energy IncCOM42,289$2.07M<0.1%History
TDCTeradata CorpStock64,533$2.01M<0.1%History
ACLSAxcelis Technologies IncStock26,230$1.86M<0.1%History
AZTAAzenta, Inc.COM32,953$1.60M<0.1%History
CMCOColumbus McKinnon CorpCOM42,640$1.54M<0.1%History
VACMarriott Vacations Worldwide CorpCOM15,929$1.38M<0.1%History
NARIInari Medical, Inc.Stock23,800$1.19M<0.1%History
Global X FDS37960A529DEFENSE TECH ETF28,887$1.08M<0.1%–
FSLRFirst Solar, Inc.Stock4,486$1.04M<0.1%History
Flexshares Tr33939L670CRE SLCT BD FD45,408$986.9K<0.1%–
DRSLeonardo DRS, Inc.Stock34,410$978.6K<0.1%History
CMCTCreative Media & Community Trust CorpCOM NEW3,623,573$818.0K<0.1%History
QGENQiagen N.V.Stock18,143$814.4K<0.1%History
WWayfair Inc.CL A16,367$796.5K<0.1%History
SHCSotera Health CoCOM52,940$749.9K<0.1%History
AAPAdvance Auto Parts IncCOM16,015$743.7K<0.1%History
PTCPTC Inc.Stock3,983$720.3K<0.1%History
CRLCharles River Laboratories International, Inc.COM3,615$710.1K<0.1%History
WisdomTree Bloomberg US Dollar Bullish Fund97717W471ETF25,324$700.5K<0.1%–
SMGScotts Miracle-Gro CoStock9,847$682.9K<0.1%History
CLVTClarivate PLCORD SHS96,887$681.2K<0.1%History
GOGrocery Outlet Holding Corp.COM41,615$665.6K<0.1%History
RNGRingCentral, Inc.CL A18,303$639.2K<0.1%History
WPPWPP plcADR11,830$606.5K<0.1%History
PFSProvident Financial Services IncCOM31,475$592.1K<0.1%History
REXRex American Resources CorpCOM13,770$581.7K<0.1%History
FLUTFlutter Entertainment plcSHS2,360$577.9K<0.1%History
HOVHovnanian Enterprises IncCL A NEW4,223$571.7K<0.1%History
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF7,023$562.1K<0.1%–
QRVOQorvo, Inc.Stock5,738$552.2K<0.1%History
AEAdams Resources & Energy, Inc.COM NEW20,350$549.5K<0.1%History
MUSAMurphy USA Inc.COM1,104$547.1K<0.1%History
AVAVAeroVironment IncCOM3,329$545.6K<0.1%History
CELHCelsius Holdings, Inc.COM NEW20,003$536.5K<0.1%History
LIVNLivaNova PLCSHS11,043$513.6K<0.1%History
NAVINavient CorpCOM31,908$496.1K<0.1%History
ProShares Tr74347X799ULTR RUSSL200010,000$492.1K<0.1%–
AVTRAvantor, Inc.COM19,312$487.2K<0.1%History
MRNAModerna, Inc.Stock8,343$487.0K<0.1%History
ANFAbercrombie & Fitch CoCL A3,077$446.0K<0.1%History
Fidelity MSCI Information Technology Index ETF316092808ETF2,409$445.2K<0.1%–
ENSEnerSysCOM4,607$433.9K<0.1%History
COOPMaverick Merger Sub 2, LLCCOM4,525$429.7K<0.1%History
WKCWorld Kinect CorpCOM15,001$425.7K<0.1%History
CDPCopt Defense PropertiesREIT13,661$422.0K<0.1%History
U.S. Global Jets ETF26922A842ETF16,449$417.0K<0.1%–
Spinnaker ETF Series84858T848OBRA OPPOR STRU41,104$415.1K<0.1%–
HIHillenbrand, Inc.COM14,796$413.8K<0.1%History
DLHCDLH Holdings Corp.COM51,369$412.5K<0.1%History
WLYJohn Wiley & Sons, Inc.CL A8,579$412.4K<0.1%History
Pgim ETF Tr69344A107PGIM ULTRA SH BD8,296$411.1K<0.1%–
Vanguard Wellington FD921935508US MOMENTUM2,366$388.9K<0.1%–
CZRCaesars Entertainment, Inc.COM9,402$386.9K<0.1%History
SPSCSPS Commerce IncCOM1,916$371.7K<0.1%History
FNDFloor & Decor Holdings, Inc.CL A2,994$368.0K<0.1%History
AMNAmn Healthcare Services IncCOM8,918$365.2K<0.1%History
Invesco Exchange Traded FD T46137V134WILDERHIL CLAN18,186$363.9K<0.1%–
GEARRevelyst, Inc.COM SHS18,854$362.6K<0.1%History
XPOXPO, Inc.COM2,969$357.2K<0.1%History
NJRNew Jersey Resources CorpStock7,566$354.4K<0.1%History
RRXRegal Rexnord CorpCOM2,146$352.9K<0.1%History
EDREndeavor Group Holdings, Inc.CL A COM11,239$351.3K<0.1%History
MTHMeritage Homes CORPCOM1,691$345.8K<0.1%History
SRPTSarepta Therapeutics, Inc.COM2,741$339.5K<0.1%History
IIPRInnovative Industrial Properties IncCOM4,153$339.0K<0.1%History
CRDOCredo Technology Group Holding LtdStock5,276$334.9K<0.1%History
HYBNew America High Income Fund IncCOM NEW40,900$334.2K<0.1%History
PRAXPraxis Precision Medicines, Inc.COM NEW4,364$333.9K<0.1%History
MRCMRC Global Inc.COM25,666$327.9K<0.1%History
Amplify ETF Tr032108755BLACKSWAN TECH15,030$325.7K<0.1%–
CBTCabot CorpCOM3,004$325.0K<0.1%History
ONTOOnto Innovation Inc.COM1,659$322.1K<0.1%History
Global X Uranium ETF37954Y871ETF11,862$321.2K<0.1%–
CPRICapri Holdings LtdSHS7,365$312.0K<0.1%History
TWSTTwist Bioscience CorpCOM6,683$308.9K<0.1%History
FWRGFirst Watch Restaurant Group, Inc.COM16,672$308.0K<0.1%History
Flexshares Tr33939L860QUALT DIVD IDX4,361$307.7K<0.1%–
SAIASaia IncCOM681$305.4K<0.1%History
AAONAaon, Inc.COM PAR $0.0042,662$303.7K<0.1%History
ProShares Tr74347R107PSHS ULT S&P 5003,281$303.5K<0.1%–
HOGHarley-Davidson, Inc.COM8,017$300.3K<0.1%History
LADLithia Motors IncCOM866$299.8K<0.1%History
MARAMARA Holdings, Inc.COM17,993$295.8K<0.1%History
MLRMiller Industries IncCOM NEW4,385$286.3K<0.1%History
FLOFlowers Foods IncCOM13,040$285.4K<0.1%History
BOOTBoot Barn Holdings, Inc.COM1,688$282.0K<0.1%History
STNEStoneCo Ltd.COM33,318$278.1K<0.1%History
ALTMArcadium Lithium plcStock77,753$277.9K<0.1%History
LFUSLittelfuse IncCOM1,128$276.7K<0.1%History