S&P 500   5,026.61
DOW   38,671.69
QQQ   437.05
Israel's finance minister blasts Moody's downgrade of the the country's credit rating
Obama’s 2024 Confession (Ad)
Mardi Gras beads are creating a plastic disaster in New Orleans. Are there green alternatives?
Super Bowl Live Updates | 49ers are Super Bowl favorites in 2025
Obama’s 2024 Confession (Ad)
FMC stock just set a new ceiling higher, 50% higher indeed
Recession risks are fading, business economists say, but political tensions pose threat to economy
New Trump Bombshell (Ad)
Venezuela defends military buildup, accusing neighboring Guyana of granting illegal oil contracts
Stock market today: World shares mostly higher after S&P 500 tops 5,000
S&P 500   5,026.61
DOW   38,671.69
QQQ   437.05
Israel's finance minister blasts Moody's downgrade of the the country's credit rating
Obama’s 2024 Confession (Ad)
Mardi Gras beads are creating a plastic disaster in New Orleans. Are there green alternatives?
Super Bowl Live Updates | 49ers are Super Bowl favorites in 2025
Obama’s 2024 Confession (Ad)
FMC stock just set a new ceiling higher, 50% higher indeed
Recession risks are fading, business economists say, but political tensions pose threat to economy
New Trump Bombshell (Ad)
Venezuela defends military buildup, accusing neighboring Guyana of granting illegal oil contracts
Stock market today: World shares mostly higher after S&P 500 tops 5,000
S&P 500   5,026.61
DOW   38,671.69
QQQ   437.05
Israel's finance minister blasts Moody's downgrade of the the country's credit rating
Obama’s 2024 Confession (Ad)
Mardi Gras beads are creating a plastic disaster in New Orleans. Are there green alternatives?
Super Bowl Live Updates | 49ers are Super Bowl favorites in 2025
Obama’s 2024 Confession (Ad)
FMC stock just set a new ceiling higher, 50% higher indeed
Recession risks are fading, business economists say, but political tensions pose threat to economy
New Trump Bombshell (Ad)
Venezuela defends military buildup, accusing neighboring Guyana of granting illegal oil contracts
Stock market today: World shares mostly higher after S&P 500 tops 5,000
S&P 500   5,026.61
DOW   38,671.69
QQQ   437.05
Israel's finance minister blasts Moody's downgrade of the the country's credit rating
Obama’s 2024 Confession (Ad)
Mardi Gras beads are creating a plastic disaster in New Orleans. Are there green alternatives?
Super Bowl Live Updates | 49ers are Super Bowl favorites in 2025
Obama’s 2024 Confession (Ad)
FMC stock just set a new ceiling higher, 50% higher indeed
Recession risks are fading, business economists say, but political tensions pose threat to economy
New Trump Bombshell (Ad)
Venezuela defends military buildup, accusing neighboring Guyana of granting illegal oil contracts
Stock market today: World shares mostly higher after S&P 500 tops 5,000

Cerity Partners LLC Top Holdings and 13F Report (2024)

About Cerity Partners LLC

Investment Activity

  • Cerity Partners LLC has $30.44 billion in total holdings as of December 31, 2023.
  • Cerity Partners LLC owns shares of 1,853 different stocks, but just 181 companies or ETFs make up 80% of its holdings.
  • Approximately 43.45% of the portfolio was purchased this quarter.
  • About 3.03% of the portfolio was sold this quarter.
  • This quarter, Cerity Partners LLC has purchased 1,389 new stocks and bought additional shares in 1,004 stocks.
  • Cerity Partners LLC sold shares of 243 stocks and completely divested from 55 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF
$1,220,430,979
Apple
$1,092,418,459
Microsoft
$899,849,624
Procter & Gamble
$898,943,475

Largest New Holdings this Quarter

Credit Acceptance
$472,515,528 Holding
Doubleline Mortgage ETF
$29,781,498 Holding
Alphatec
$28,450,740 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF
7,943,467 shares (about $1.09B)
SPDR S&P 500 ETF Trust
7,416,163 shares (about $745.32M)
Microsoft
5,150,160 shares (about $661.64M)
Apple
5,331,439 shares (about $617.61M)
Credit Acceptance
886,970 shares (about $472.52M)

Largest Sales this Quarter

iShares 0-3 Month Treasury Bond ETF
945,122 shares (about $94.77M)
WisdomTree Bloomberg Floating Rate Treasury Fund
1,455,433 shares (about $73.12M)
Invesco Russell 1000 Dynamic Multifactor ETF
1,357,303 shares (about $69.78M)
SPDR Bloomberg 3-12 Month T-Bill ETF
691,336 shares (about $68.52M)
iShares Short Treasury Bond ETF
426,089 shares (about $46.93M)

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
$1,220,430,979$1,091,964,256 850.0%8,877,9954.0%ETF
Apple Inc. stock logo
AAPL
Apple
$1,092,418,459$617,608,169 130.1%9,430,1903.6%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$899,849,624$661,642,479 277.8%7,004,3413.0%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$898,943,475$463,036,732 106.2%6,134,4553.0%Consumer Staples
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$892,556,004$745,324,740 506.2%8,881,1502.9%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$818,369,433$114,427,390 16.3%1,713,3872.7%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$637,423,759$247,632,636 63.5%18,972,4952.1%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$528,345,173$272,951,181 106.9%7,510,2331.7%ETF
Credit Acceptance Co. stock logo
CACC
Credit Acceptance
$472,515,528$472,515,528 New Holding886,9701.6%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$386,285,004$285,399,512 282.9%7,012,5751.3%Retail/Wholesale
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$350,307,903$7,288,567 2.1%2,380,1111.2%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$301,041,244$215,119,823 250.4%1,296,8911.0%Computer and Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$298,583,597$250,319,833 518.6%28,300,9871.0%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$292,502,428$165,447,909 130.2%4,080,0601.0%Communication Services
Alphabet Inc. stock logo
GOOG
Alphabet
$264,579,253$176,014,125 198.7%3,882,8820.9%Computer and Technology
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$261,133,701$112,461,072 75.6%2,229,4350.9%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$251,615,226$12,703,758 5.3%829,9460.8%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$242,680,452$205,502,464 552.8%5,510,1300.8%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$237,570,497$5,530,353 2.4%2,257,6350.8%ETF
Invesco QQQ Trust stock logo
QQQ
Invesco QQQ Trust
$233,760,561$101,868,358 77.2%842,8940.8%Finance
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$228,526,226$22,284,053 -8.9%4,528,7240.8%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$224,300,027$136,418,161 155.2%2,246,5820.7%Finance
Hartford Multifactor Developed Markets (ex-US) ETF stock logo
RODM
Hartford Multifactor Developed Markets (ex-US) ETF
$219,691,044$3,604,633 -1.6%8,012,0730.7%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$218,855,485$41,016,286 23.1%415,7030.7%Medical
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$214,050,386$2,314,292 1.1%8,348,2990.7%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$201,006,186$61,043,825 43.6%2,450,1000.7%Manufacturing
The Home Depot, Inc. stock logo
HD
Home Depot
$194,339,608$38,602,949 24.8%560,7830.6%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$186,785,959$80,468,729 75.7%1,599,2190.6%Medical
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$184,935,574$29,162,574 18.7%705,1600.6%ETF
BlackRock Ultra Short-Term Bond ETF stock logo
ICSH
BlackRock Ultra Short-Term Bond ETF
$184,687,422$21,868,727 -10.6%3,667,3440.6%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$179,822,083$40,365,662 28.9%272,2880.6%Retail/Wholesale
iShares MSCI USA Momentum Factor ETF stock logo
MTUM
iShares MSCI USA Momentum Factor ETF
$179,421,714$3,950,803 -2.2%1,143,6150.6%ETF
Visa Inc. stock logo
V
Visa
$177,759,989$102,137,616 135.1%1,125,3180.6%Business Services
Broadcom Inc. stock logo
AVGO
Broadcom
$174,966,782$47,453,765 37.2%156,7460.6%Computer and Technology
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$171,641,987$85,908,440 100.2%1,091,3240.6%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$170,078,794$38,982,475 29.7%1,571,1700.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$167,372,934$136,210,293 437.1%1,140,8700.5%Finance
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$166,377,565$8,774,846 5.6%2,132,2300.5%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$164,427,867$125,926,266 327.1%13,385,9730.5%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$161,411,398$83,283,628 106.6%3,191,2190.5%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$156,213,077$95,307,076 156.5%582,7610.5%Medical
Adobe Inc. stock logo
ADBE
Adobe
$150,846,823$39,203,803 35.1%252,8440.5%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$150,331,036$56,945,133 61.0%1,504,7060.5%Oils/Energy
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$147,153,508$66,654,984 82.8%2,882,5360.5%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$145,230,910$136,205,716 1,509.2%18,943,3190.5%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$143,973,289$5,160,169 3.7%3,087,5680.5%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$140,026,209$9,984,934 7.7%328,3100.5%Business Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$139,355,112$130,407,733 1,457.5%3,156,3600.5%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$132,658,715$49,417,814 59.4%993,5670.4%Consumer Staples
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$132,221,440$37,142,814 39.1%1,210,5960.4%Medical
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$124,040,682$32,366,767 35.3%1,249,7820.4%Finance
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$122,771,183$9,590,886 8.5%253,6610.4%ETF
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$120,350,547$58,970,331 96.1%1,572,0730.4%Oils/Energy
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$119,904,808$12,099 0.0%3,072,0940.4%Finance
McDonald's Co. stock logo
MCD
McDonald's
$116,180,825$19,958,123 20.7%391,8270.4%Retail/Wholesale
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$116,081,914$744,342 -0.6%3,971,3280.4%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$113,992,244$21,885,347 23.8%2,256,3700.4%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$112,095,395$104,695,413 1,414.8%6,250,5910.4%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$111,297,637$79,205,259 246.8%901,1250.4%Finance
Vanguard Emerging Markets Stock Index Fund stock logo
VWO
Vanguard Emerging Markets Stock Index Fund
$109,369,210$55,356,393 102.5%4,405,0470.4%ETF
SJW Group stock logo
SJW
SJW Group
$105,245,588$23,722 0.0%1,610,4910.3%Utilities
Accenture plc stock logo
ACN
Accenture
$103,735,638$25,267,183 32.2%295,6200.3%Business Services
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$103,175,886$35,018,643 51.4%1,099,8410.3%Retail/Wholesale
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$102,734,258$75,924,458 283.2%2,287,8910.3%Finance
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$102,528,450$81,905,786 397.2%1,393,9980.3%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$99,591,880$31,239,198 45.7%337,7380.3%Computer and Technology
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$99,363,974$34,602,293 53.4%2,507,6800.3%ETF
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$99,273,007$98,001,470 7,707.3%1,701,9180.3%ETF
BlackRock, Inc. stock logo
BLK
BlackRock
$95,875,851$15,894,205 19.9%118,1030.3%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$94,491,516$24,770,068 35.5%1,062,3190.3%Medical
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$93,152,113$94,767,464 -50.4%929,0120.3%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$93,105,467$7,337,589 8.6%546,3940.3%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$93,101,380$34,728,119 59.5%1,110,4650.3%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$91,857,739$78,938,119 611.0%614,4340.3%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$91,206,946$1,308,586 -1.4%1,617,4320.3%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$90,584,457$8,830,592 10.8%2,433,7580.3%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$90,410,158$44,359,816 96.3%967,8900.3%Medical
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$90,188,461$57,027,667 172.0%1,165,6770.3%ETF
FlexShares Credit-Scored US Corporate Bond Index Fund stock logo
SKOR
FlexShares Credit-Scored US Corporate Bond Index Fund
$89,396,190$1,381,141 -1.5%1,863,7950.3%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$87,763,256$67,435,737 331.7%1,143,2980.3%Transportation
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$87,406,848$77,183,236 755.0%16,760,4290.3%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$86,139,642$7,566,173 9.6%1,131,4820.3%ETF
Salesforce, Inc. stock logo
CRM
Salesforce
$84,604,067$78,358,753 1,254.7%3,483,6700.3%Computer and Technology
USVM
VictoryShares US Small Mid Cap Value Momentum ETF
$82,485,786$2,829,176 -3.3%1,121,1420.3%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$82,057,003$26,137,200 46.7%429,2380.3%Finance
Vanguard Mega Cap Growth Index Fund stock logo
MGK
Vanguard Mega Cap Growth Index Fund
$81,857,344$81,857,344 New Holding315,4320.3%ETF
VanEck Fallen Angel High Yield Bond ETF stock logo
ANGL
VanEck Fallen Angel High Yield Bond ETF
$81,344,511$1,406,536 -1.7%2,826,4250.3%Manufacturing
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$79,331,748$66,957,521 541.1%177,0090.3%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$78,390,835$71,415,223 1,023.8%29,269,5910.3%ETF
Walmart Inc. stock logo
WMT
Walmart
$77,155,102$43,255,469 127.6%993,1130.3%Retail/Wholesale
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$77,055,097$11,503,382 17.5%710,7750.3%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$76,948,928$20,154,453 35.5%144,9680.3%Medical
Amgen Inc. stock logo
AMGN
Amgen
$76,736,499$6,745,496 9.6%266,4250.3%Medical
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$75,581,034$2,327,433 -3.0%784,1170.2%ETF
Intuit Inc. stock logo
INTU
Intuit
$75,555,965$17,800,964 30.8%120,8830.2%Computer and Technology
CVS Health Co. stock logo
CVS
CVS Health
$74,987,902$14,332,500 23.6%949,6950.2%Retail/Wholesale
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$74,558,164$4,481,810 6.4%322,2340.2%Medical
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$73,518,854$61,553,931 514.5%1,964,9170.2%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$73,231,270$3,291,713 -4.3%2,520,8700.2%ETF
Honeywell International Inc. stock logo
HON
Honeywell International
$72,741,885$28,015,250 62.6%346,8730.2%Multi-Sector Conglomerates

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