Cerity Partners LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CP Cerity Partners LLC | Institutional Filer | ▲ 3.21% | $70.83B | 3095 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 3095)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 5.1M | $3.07B | 4.34% |
| 2 | AAPL | Apple Inc. | Technology | 9.5M | $2.40B | 3.39% |
| 3 | NVDA | NVIDIA Corporation | Technology | 13.1M | $2.28B | 3.22% |
| 4 | IVV | ISHARES TR | — | 2.7M | $1.74B | 2.45% |
| 5 | SPY | SPDR S&P 500 ETF Trust | — | 2.4M | $1.56B | 2.20% |
| 6 | MSFT | Microsoft Corporation | Technology | 4.1M | $1.52B | 2.15% |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | — | 20.4M | $1.31B | 1.85% |
| 8 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 5.0M | $1.04B | 1.47% |
| 9 | IEFA | ISHARES TR | — | 11.4M | $1.03B | 1.45% |
| 10 | GOOGL | Alphabet Inc. | Technology | 3.5M | $1.02B | 1.44% |
| 11 | GOOG | Alphabet Inc. | Technology | 3.4M | $974.2M | 1.38% |
| 12 | AVGO | Broadcom Inc. | Technology | 3.0M | $935.9M | 1.32% |
| 13 | PG | The Procter & Gamble Company | Consumer Defensive | 6.2M | $896.4M | 1.27% |
| 14 | AGG | ISHARES TR | — | 8.9M | $883.8M | 1.25% |
| 15 | QUAL | ISHARES TR | — | 4.0M | $767.3M | 1.08% |
Showing 1 to 15 of 1000 holdings