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HPM Partners

Latest statistics and disclosures from Cerity Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are VOO, MSFT, AAPL, PG, SPY, and represent 15.63% of Cerity Partners's stock portfolio.
Added to shares of these 10 stocks: IJH (+$127M), IQLT (+$91M), MRK (+$79M), IGM (+$75M), RSP (+$75M), VGSH (+$72M), AGG (+$63M), COST (+$44M), AGO (+$41M), HD (+$41M).
Started 522 new stock positions in APP, ICUI, GDEN, GDOT, ITB, OLLI, FRT, RFL, IBKR, AEIS.
Reduced shares in these 10 stocks: SPY (-$3.2B), VOO (-$2.7B), MSFT (-$1.7B), VXUS (-$1.6B), VO (-$1.4B), SCHX (-$1.4B), SCHM (-$1.4B), META (-$1.3B), VB (-$1.2B), VTI (-$1.2B).
Sold out of its positions in ACCO, AVUV, ARKO, BTCM, BGNE, Blackrock Kelso Capital, MUI, MUJ, Bluegreen Vacations Holding, XHLF.
Cerity Partners was a net seller of stock by $-25B.
Cerity Partners has $38B in assets under management (AUM), dropping by 24.41%.
Central Index Key (CIK): 0001566475

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Positions held by HPM Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Cerity Partners

Cerity Partners holds 2284 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Cerity Partners has 2284 total positions. Only the first 250 positions are shown.

Sign up to view all of the Cerity Partners March 31, 2024 positions
Download the Cerity Partners March 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Stock (VOO)	4.2	$1.6B	-62%	3.3M	479.02	View chart
Microsoft Corp Stock (MSFT)	3.2	$1.2B	-58%	2.9M	418.84	View chart
Apple Stock (AAPL)	2.9	$1.1B	-30%	6.5M	171.03	View chart
Procter And Gamble Stock (PG)	2.7	$1.0B	+2%	6.3M	162.51	View chart
Spdr S&p 500 Etf Tr Equities (SPY)	2.6	$968M	-76%	2.1M	472.17	View chart
Ishares Tr Ex Trd Eq Fd (IVV)	2.4	$909M		1.7M	525.20	View chart
Nvidia Corporation Stock (NVDA)	1.8	$698M	-40%	773k	903.11	View chart
Vanguard Tax-managed Fds Equities (VEA)	1.8	$664M	-30%	13M	50.10	View chart
Ishares Tr Etf (IEFA)	1.6	$593M	+6%	8.0M	73.86	View chart
Amazon Stock (AMZN)	1.5	$582M	-53%	3.2M	179.80	View chart
Credit Accep Corp Mich Stock (CACC)	1.2	$440M	-9%	798k	551.55	View chart
Eli Lilly & Co Equities (LLY)	1.1	$425M	-6%	547k	776.78	View chart
Alphabet Equities (GOOGL)	1.0	$392M	-36%	2.6M	151.64	View chart
Ishares Tr Stock (QUAL)	1.0	$388M		2.4M	164.35	View chart
Alphabet Equities (GOOG)	0.9	$353M	-40%	2.3M	152.75	View chart
Schwab Strategic Tr Equities (SCHX)	0.9	$340M	-80%	5.5M	62.04	View chart
Jpmorgan Chase & Co Stock (JPM)	0.9	$325M	-27%	1.6M	200.09	View chart
Ishares Tr Ex Td Bd (IEI)	0.8	$286M	+10%	2.5M	115.81	View chart
Ishares Tr Ex Trd Eq Fd (IWF)	0.7	$280M		831k	336.94	View chart
Vanguard Index Fds Etf (VTI)	0.7	$277M	-80%	1.1M	259.61	View chart
Facebook Inc cl a (META)	0.7	$273M	-82%	565k	484.09	View chart
Invesco Qqq Tr Etf (QQQ)	0.7	$263M	-29%	594k	443.51	View chart
Home Depot Stock (HD)	0.7	$256M	+19%	669k	382.07	View chart
Ishares Tr Etf (ITOT)	0.7	$254M	-2%	2.2M	115.30	View chart
Broadcom Equities (AVGO)	0.7	$248M	+19%	187k	1325.32	View chart
Costco Whsl Corp Equities (COST)	0.6	$243M	+21%	332k	732.12	View chart
Merck & Co (MRK)	0.6	$239M	+49%	1.8M	132.05	View chart
Berkshire Hathaway Inc Del Equities (BRK.B)	0.6	$228M	-52%	546k	417.56	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	0.6	$217M	+2%	8.6M	25.28	View chart
Johnson & Johnson Stock (JNJ)	0.6	$214M	-14%	1.4M	157.04	View chart
Visa Stock (V)	0.6	$213M	-31%	765k	278.60	View chart
Ishares Tr Stock (IJR)	0.5	$199M	+14%	1.8M	110.41	View chart
Ishares Tr Stock (MTUM)	0.5	$198M	-7%	1.1M	187.35	View chart
Unitedhealth Group Equities (UNH)	0.5	$196M	-4%	396k	494.68	View chart
Ishares Tr Stock (IWB)	0.5	$195M	-4%	677k	288.03	View chart
Ishares Tr Stock (SHY)	0.5	$194M	-3%	2.4M	81.73	View chart
Ishares Tr Etf (IJH)	0.5	$193M	+190%	3.2M	60.71	View chart
Ishares Tr Stock (AGG)	0.5	$185M	+51%	1.9M	97.79	View chart
Chevron Corp Equities (CVX)	0.5	$177M	-26%	1.1M	158.71	View chart
Ishares Tr Equities (USMV)	0.5	$175M		2.1M	83.58	View chart
MasterCard Incorporated (MA)	0.5	$174M	+10%	364k	479.04	View chart
Vanguard Scottsdale Fds Etf (VGSH)	0.5	$171M	+72%	2.9M	58.07	View chart
J P Morgan Exchange Traded F Ex Td Bd (JPST)	0.4	$169M	-26%	3.4M	50.45	View chart
Ishares Ex Trd Eq Fd (IEMG)	0.4	$167M		3.2M	51.56	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$165M	-9%	1.4M	116.76	View chart
Schwab Strategic Tr Equities (SCHP)	0.4	$165M	-76%	3.2M	52.15	View chart
Adobe Stock (ADBE)	0.4	$163M	+27%	322k	504.52	View chart
Schwab Strategic Tr Etf (SCHM)	0.4	$162M	-89%	2.0M	81.43	View chart
Ishares Tr Ex Trd Eq Fd (IQLT)	0.4	$160M	+130%	4.0M	39.66	View chart
Vanguard Mun Bd Fds Stock (VTEB)	0.4	$158M	+8%	3.1M	50.41	View chart
Spdr Ser Tr Equities (SPYV)	0.4	$155M		3.1M	50.10	View chart
Pepsico Stock (PEP)	0.4	$155M	-11%	881k	175.45	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.4	$142M	-36%	5.1M	28.00	View chart
Dimensional Etf Trust Stock (DFAC)	0.4	$133M	+4%	4.2M	31.95	View chart
Ishares Tr Etf (ICSH)	0.4	$133M	-28%	2.6M	50.56	View chart
Vanguard World Fds Stock (VGT)	0.4	$133M		253k	524.29	View chart
Ishares Gold Tr Ex Trd Eq Fd (IAU)	0.3	$129M		3.0M	42.28	View chart
Abbvie Equities (ABBV)	0.3	$127M	-26%	707k	180.08	View chart
Cisco Sys Stock (CSCO)	0.3	$125M	+11%	2.5M	49.70	View chart
TJX Companies (TJX)	0.3	$125M	+11%	1.2M	101.33	View chart
Mcdonalds Corp Stock (MCD)	0.3	$123M	+11%	437k	281.09	View chart
Accenture (ACN)	0.3	$119M	+16%	344k	346.52	View chart
Ishares Tr Stock (IWM)	0.3	$119M	-37%	564k	210.10	View chart
Walt Disney Company (DIS)	0.3	$117M	+29%	958k	121.95	View chart
Invesco Exchange Traded Fd T Etf (RSP)	0.3	$117M	+177%	692k	168.43	View chart
Vanguard Index Fds Etf (VO)	0.3	$116M	-92%	467k	249.13	View chart
Palo Alto Networks (PANW)	0.3	$115M	+19%	403k	284.13	View chart
Vanguard Bd Index Fds Etf (BND)	0.3	$114M	+12%	1.6M	72.24	View chart
Ishares Tr Ex Trd Eq Fd (EFA)	0.3	$113M	-37%	1.4M	79.08	View chart
Vanguard Intl Equity Index F Ex Trd Eq Fd (VEU)	0.3	$109M	-26%	1.9M	58.60	View chart
Salesforce Stock (CRM)	0.3	$109M	-89%	360k	301.18	View chart
Amgen Equities (AMGN)	0.3	$108M	+43%	383k	282.88	View chart
Abbott Laboratories (ABT)	0.3	$108M	-9%	962k	112.18	View chart
Thermo Fisher Scientific Stock (TMO)	0.3	$105M	+24%	180k	581.22	View chart
Blackrock Equities (BLK)	0.3	$104M	+6%	126k	825.08	View chart
Bank America Corp Stock (BAC)	0.3	$103M	+27%	2.7M	37.92	View chart
Union Pac Corp Stock (UNP)	0.3	$102M	-63%	413k	245.56	View chart
Dimensional Etf Trust Etf (DFUV)	0.3	$101M		2.5M	40.90	View chart
Vanguard Specialized Funds Ex Trd Eq Fd (VIG)	0.3	$100M		547k	181.81	View chart
Wal-Mart Stores (WMT)	0.3	$98M	+63%	1.6M	60.25	View chart
Vanguard Intl Equity Index F Ex Trd Eq Fd (VWO)	0.3	$98M	-46%	2.3M	41.78	View chart
Vanguard World Ex Trd Eq Fd (MGK)	0.3	$98M	+8%	341k	286.61	View chart
Advanced Micro Devices Equities (AMD)	0.3	$96M	+12%	529k	180.49	View chart
Schwab Strategic Tr Ex Trd Eq Fd (SCHA)	0.2	$94M	-88%	1.9M	49.23	View chart
Oracle Corp Stock (ORCL)	0.2	$94M	-15%	749k	125.23	View chart
Intuit (INTU)	0.2	$93M	+17%	143k	650.00	View chart
Vanguard Scottsdale Fds Stock (VCSH)	0.2	$93M	+2%	1.2M	77.20	View chart
American Centy Etf Tr Etf (AVEM)	0.2	$92M		1.6M	57.96	View chart
Honeywell Intl Stock (HON)	0.2	$91M	+28%	445k	204.59	View chart
Schwab Strategic Tr Ex Trd Eq Fd (SCHD)	0.2	$91M		1.1M	80.57	View chart
Ishares Tr Etf (IGM)	0.2	$90M	+489%	1.0M	86.18	View chart
Vanguard Index Fds Stock (VXF)	0.2	$90M	-73%	525k	170.43	View chart
Sjw Group Equities (SJW)	0.2	$88M	-3%	1.6M	56.59	View chart
Flexshares Tr Cr Scd Us Bd (SKOR)	0.2	$88M		1.8M	47.78	View chart
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)	0.2	$86M	-4%	1.1M	80.37	View chart
Schwab Strategic Tr Equities (SCHF)	0.2	$86M	-92%	2.2M	39.02	View chart
CVS Caremark Corporation (CVS)	0.2	$86M	+13%	1.1M	79.76	View chart
Novo-nordisk A S Equities (NVO)	0.2	$84M	+73%	653k	128.40	View chart
Danaher Corporation Equities (DHR)	0.2	$83M	+26%	334k	249.66	View chart
Vanguard Index Fds Stock (VTV)	0.2	$82M	-17%	505k	162.62	View chart
Ishares Tr Stock (MUB)	0.2	$82M	+6%	759k	107.57	View chart
Vertex Pharmaceuticals Equities (VRTX)	0.2	$81M	+48%	195k	418.01	View chart
Caterpillar Equities (CAT)	0.2	$80M	-56%	219k	365.61	View chart
Stryker Corporation Stock (SYK)	0.2	$79M	+9%	220k	357.94	View chart
Spdr Gold Tr Etf (GLD)	0.2	$79M	-10%	383k	205.99	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.2	$78M	-5%	2.7M	29.02	View chart
Iqvia Holdings (IQV)	0.2	$77M	-6%	303k	252.89	View chart
Emerson Elec Equities (EMR)	0.2	$76M	+6%	674k	113.16	View chart
Ishares Tr Etf (VLUE)	0.2	$75M	-2%	695k	108.31	View chart
Schwab Charles Corp Equities (SCHW)	0.2	$75M	+3%	1.0M	72.67	View chart
American Centy Etf Tr Etf (AVDV)	0.2	$75M	+5%	1.1M	65.86	View chart
Schwab Strategic Tr Equities (SCHG)	0.2	$74M		794k	92.59	View chart
Qualcomm Stock (QCOM)	0.2	$74M	+62%	434k	169.20	View chart
Ishares Tr Etf (IEF)	0.2	$74M		777k	94.51	View chart
United Parcel Service Stock (UPS)	0.2	$73M	+27%	493k	148.51	View chart
Crowdstrike Hldgs Inc cl a (CRWD)	0.2	$73M	+72%	228k	320.59	View chart
Nextera Energy Equities (NEE)	0.2	$73M	+36%	1.1M	63.94	View chart
Spdr Index Shs Fds Etf (SPEM)	0.2	$72M	+11%	2.0M	36.19	View chart
Dimensional Etf Trust Ex Trd Eq Fd (DFIV)	0.2	$72M		2.0M	36.75	View chart
Tidewater Stock (TDW)	0.2	$71M	+120%	774k	92.00	View chart
Spdr Ser Tr Etf (SPTS)	0.2	$71M	-3%	2.4M	28.92	View chart
Linde Equities (LIN)	0.2	$70M	+43%	151k	462.89	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$70M	+9%	840k	82.97	View chart
S&p Global Equities (SPGI)	0.2	$70M	+71%	164k	425.45	View chart
Illinois Tool Wks Stock (ITW)	0.2	$69M	+3%	258k	267.91	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.2	$67M		671k	99.14	View chart
Amplify Etf Tr Blackswan Grwt (SWAN)	0.2	$66M	-4%	2.4M	27.92	View chart
Servicenow Stock (NOW)	0.2	$66M	-78%	86k	762.40	View chart
3M Equities (MMM)	0.2	$65M	+123%	617k	104.68	View chart
Texas Instrs Stock (TXN)	0.2	$64M	+12%	366k	174.76	View chart
Vanguard Index Fds Stock (VUG)	0.2	$63M	+17%	185k	343.18	View chart
Chubb Stock (CB)	0.2	$63M	+42%	243k	259.15	View chart
Vanguard Index Fds Ex Trd Eq Fd (VNQ)	0.2	$63M	-83%	727k	86.12	View chart
Select Sector Spdr Tr Equities (XLE)	0.2	$62M	-41%	654k	94.75	View chart
Comcast Corp Equities (CMCSA)	0.2	$59M	+52%	1.4M	43.35	View chart
Vanguard Scottsdale Fds Ex Trd Eq Fd (VONE)	0.2	$59M	-20%	247k	238.32	View chart
Invesco Exch Traded Fd Tr Ii Etf (QQQM)	0.2	$59M	+19%	370k	158.54	View chart
Lockheed Martin Corp Equities (LMT)	0.2	$58M	+6%	127k	455.00	View chart
Vanguard Star Fds Equities (VXUS)	0.2	$58M	-96%	959k	60.02	View chart
Pfizer Equities (PFE)	0.2	$57M	+41%	2.1M	27.45	View chart
Ishares Tr Stock (SGOV)	0.2	$57M	-39%	565k	100.71	View chart
Tesla Equities (TSLA)	0.1	$57M	+37%	322k	175.65	View chart
Taiwan Semiconductor Mfg Equities (TSM)	0.1	$57M	+13%	416k	136.06	View chart
Fiserv Equities (FI)	0.1	$56M	-76%	354k	159.47	View chart
Align Technology (ALGN)	0.1	$56M	+68%	170k	327.92	View chart
Vanguard Whitehall Fds Ex Trd Eq Fd (VYM)	0.1	$56M	-11%	464k	119.77	View chart
Schwab Strategic Tr Equities (SCHH)	0.1	$56M	-53%	2.7M	20.29	View chart
Vanguard Index Fds Stock (VB)	0.1	$54M	-95%	237k	226.58	View chart
United Rentals (URI)	0.1	$54M	+7%	75k	719.98	View chart
KLA-Tencor Corporation (KLAC)	0.1	$54M	+19%	77k	698.57	View chart
International Business Machs Equities (IBM)	0.1	$54M	+22%	282k	189.44	View chart
Rtx Corporation Equities (RTX)	0.1	$53M	-30%	539k	98.53	View chart
Coca-Cola Company (KO)	0.1	$53M	+44%	858k	61.28	View chart
Intuitive Surgical Stock (ISRG)	0.1	$51M	+21%	129k	398.86	View chart
Analog Devices Equities (ADI)	0.1	$51M	+9%	257k	197.79	View chart
Applied Matls Equities (AMAT)	0.1	$51M	+98%	247k	205.88	View chart
Norfolk Southn Corp Equities (NSC)	0.1	$51M	+33%	201k	252.54	View chart
Verizon Communications (VZ)	0.1	$51M	+2%	1.2M	41.83	View chart
Lowe's Companies (LOW)	0.1	$50M	+47%	199k	253.09	View chart
Spdr S&p Midcap 400 Etf Tr Ex Trd Eq Fd (MDY)	0.1	$50M	-3%	90k	556.29	View chart
Ishares Tr Stock (IWR)	0.1	$50M	-25%	596k	83.97	View chart
Blackstone Equities (BX)	0.1	$49M	+49%	372k	131.37	View chart
Intel Corp Stock (INTC)	0.1	$49M	-48%	1.1M	43.23	View chart
Wells Fargo & Company (WFC)	0.1	$48M	+82%	821k	58.55	View chart
Ishares Tr Etf (SHV)	0.1	$47M	-20%	428k	110.50	View chart
Bristol-myers Squibb Equities (BMY)	0.1	$47M	+135%	883k	53.50	View chart
Builders Firstsource Stock (BLDR)	0.1	$47M	+42%	225k	208.55	View chart
Deere & Co Equities (DE)	0.1	$47M	+9%	115k	407.99	View chart
General Electric Equities (GE)	0.1	$46M	+71%	263k	174.99	View chart
Mondelez Intl Equities (MDLZ)	0.1	$46M	+18%	655k	70.07	View chart
New Mtn Fin Corp Stock (NMFC)	0.1	$46M		3.6M	12.67	View chart
Boston Scientific Corp Equities (BSX)	0.1	$45M	+20%	663k	68.49	View chart
Paychex Stock (PAYX)	0.1	$45M	+7%	368k	122.79	View chart
Ishares Tr Ex Td Bd (STIP)	0.1	$45M	-2%	456k	99.05	View chart
Vanguard Index Fds Etf (VBR)	0.1	$44M		232k	191.43	View chart
Netflix Stock (NFLX)	0.1	$44M	+125%	73k	607.33	View chart
Vanguard Admiral Fds Etf (VIOO)	0.1	$44M		431k	101.50	View chart
Nike Equities (NKE)	0.1	$43M	-4%	462k	94.01	View chart
Citigroup Stock (C)	0.1	$42M	+158%	671k	63.22	View chart
Vanguard Index Fds Equities (VOT)	0.1	$42M	+895%	178k	235.79	View chart
Automatic Data Processing In Stock (ADP)	0.1	$42M	+6%	168k	249.87	View chart
Ishares Tr Etf (IJK)	0.1	$42M		455k	91.25	View chart
Assured Guaranty Equities (AGO)	0.1	$41M	NEW	475k	87.25	View chart
Discover Financial Services (DFS)	0.1	$40M	+17%	308k	131.09	View chart
Autodesk Stock (ADSK)	0.1	$40M	+35%	160k	247.76	View chart
Wisdomtree Tr Etf (DGS)	0.1	$40M		779k	50.86	View chart
Ishares Tr Ex Trd Eq Fd (ACWX)	0.1	$39M	+13%	736k	53.39	View chart
Asml Holding (ASML)	0.1	$39M	+71%	41k	969.44	View chart
Waste Mgmt Inc Del Equities (WM)	0.1	$39M	+7%	182k	213.15	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$38M		598k	64.15	View chart
Ameriprise Finl Stock (AMP)	0.1	$38M	+185%	87k	438.44	View chart
Cintas Corporation (CTAS)	0.1	$38M	+50%	55k	687.02	View chart
Lam Research Corp Stock (LRCX)	0.1	$38M	-88%	39k	972.60	View chart
Monster Beverage Corp Stock (MNST)	0.1	$37M	+19%	630k	59.28	View chart
Ishares Tr Etf (USHY)	0.1	$37M	+25%	1.0M	36.52	View chart
Ishares Tr Etf (IWV)	0.1	$36M	+120%	121k	300.08	View chart
Vanguard Bd Index Fds Etf (BIV)	0.1	$36M	+20%	487k	74.54	View chart
Booking Holdings Stock (BKNG)	0.1	$36M	+38%	9.9k	3626.28	View chart
BP Equities (BP)	0.1	$36M	+321%	949k	37.68	View chart
Pioneer Nat Res Equities (PXD)	0.1	$36M	+2%	136k	262.50	View chart
Cigna Corp (CI)	0.1	$35M	-83%	97k	362.82	View chart
Starbucks Corporation (SBUX)	0.1	$34M	-75%	373k	91.32	View chart
Tractor Supply Stock (TSCO)	0.1	$34M	-5%	129k	261.72	View chart
Intercontinental Exchange In Equities (ICE)	0.1	$34M	+57%	246k	137.43	View chart
Ishares Tr Etf (IJT)	0.1	$34M	+7%	259k	130.73	View chart
Five Below Equities (FIVE)	0.1	$34M	+11%	185k	181.38	View chart
Ishares Tr Etf (IWD)	0.1	$34M	-76%	187k	178.88	View chart
Pimco Etf Tr Ex Td Bd (MINT)	0.1	$33M	+4%	331k	100.54	View chart
Marathon Pete Corp Equities (MPC)	0.1	$33M	+18%	164k	201.50	View chart
Vanguard World Fds Stock (VHT)	0.1	$33M	+4%	122k	270.52	View chart
Proshares Tr Etf (NOBL)	0.1	$33M		323k	101.41	View chart
J P Morgan Exchange Traded F Etf (JMST)	0.1	$32M	-3%	638k	50.74	View chart
Vanguard Bd Index Fds Etf (BSV)	0.1	$32M	-44%	423k	76.42	View chart
Tetra Tech Stock (TTEK)	0.1	$32M	+85%	175k	184.71	View chart
American Express Equities (AXP)	0.1	$32M	-66%	141k	228.31	View chart
Vanguard Scottsdale Fds Etf (VTHR)	0.1	$32M	+29%	138k	232.96	View chart
Amplify Etf Tr Blackswan Iswn (ISWN)	0.1	$32M	-6%	1.6M	19.46	View chart
Roper Technologies Equities (ROP)	0.1	$32M	+13%	56k	560.84	View chart
Eaton Corp Equities (ETN)	0.1	$32M	+49%	101k	312.84	View chart
Goldman Sachs Group Equities (GS)	0.1	$31M	+41%	75k	417.69	View chart
Vaneck Etf Trust Etf (MOAT)	0.1	$31M		348k	89.90	View chart
Genuine Parts Equities (GPC)	0.1	$31M	+13%	201k	155.22	View chart
Air Prods & Chems Stock (APD)	0.1	$31M	+6%	127k	242.24	View chart
Goldman Sachs Etf Tr Etf (GSIE)	0.1	$31M	+5%	897k	34.29	View chart
Ingersoll Rand Equities (IR)	0.1	$31M	+23%	324k	94.93	View chart
Ishares Tr Etf (SUB)	0.1	$31M	-15%	292k	104.73	View chart
TPG Stock (TPG)	0.1	$30M	NEW	679k	44.70	View chart
Lincoln Elec Hldgs Stock (LECO)	0.1	$30M	+78%	118k	255.44	View chart
Constellation Brands Stock (STZ)	0.1	$30M	+29%	111k	271.76	View chart
Elevance Health Stock (ELV)	0.1	$30M	+10%	58k	518.54	View chart
Ecolab Equities (ECL)	0.1	$29M	+45%	127k	230.26	View chart
Parker-hannifin Corp Stock (PH)	0.1	$29M	+141%	52k	555.78	View chart
Chipotle Mexican Grill Stock (CMG)	0.1	$29M	+26%	9.9k	2906.81	View chart
Trex Stock (TREX)	0.1	$28M	-28%	283k	99.75	View chart
Novartis (NVS)	0.1	$28M	+15%	287k	97.96	View chart
Dimensional Etf Trust Etf (DFAT)	0.1	$28M		517k	54.43	View chart
Doubleline Etf Trust Etf (DMBS)	0.1	$28M	-4%	577k	48.69	View chart
Conocophillips Stock (COP)	0.1	$28M	+26%	219k	127.41	View chart
Ishares Tr Etf (IJJ)	0.1	$28M		234k	118.21	View chart
Golub Cap Bdc Stock (GBDC)	0.1	$28M	-4%	1.7M	16.64	View chart
Us Bancorp Del Stock (USB)	0.1	$27M	+43%	613k	44.73	View chart
Prologis Stock (PLD)	0.1	$27M	+83%	211k	130.22	View chart
American Wtr Wks Equities (AWK)	0.1	$27M	+47%	224k	122.21	View chart
Cummins Equities (CMI)	0.1	$27M	+20%	92k	293.80	View chart
Sherwin Williams Equities (SHW)	0.1	$27M	+2%	78k	347.34	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$27M	+14%	204k	130.79	View chart
Ishares Tr Etf (DSI)	0.1	$27M	-2%	263k	100.81	View chart
Alphatec Hldgs Stock (ATEC)	0.1	$26M		1.9M	13.79	View chart
Ishares Tr Etf (ISTB)	0.1	$26M	+16%	554k	47.44	View chart
Select Sector Spdr Tr Etf (XLI)	0.1	$26M	-38%	209k	125.89	View chart

Past Filings by Cerity Partners

SEC 13F filings are viewable for Cerity Partners going back to 2016

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
Cerity Partners 2020 Q3 filed Nov. 12, 2020

View all past filings

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