Cerity Partners LLC
CIK Number: 0001566475
Main Sectors:
Top Industries:
Filing Date: Aug 13, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 50... | 615.21 | +0.10% | 4.28M | +9.83% | 2.43B | 454.57 | 4.34% | Share |
| 2 | MSFT | Microsoft Corpo... | 515.74 | -0.76% | 3.69M | +2.05% | 1.84B | 360.13 | 3.27% | Share |
| 3 | AAPL | Apple Inc. | 257.13 | +0.66% | 8.85M | +3.53% | 1.81B | 202.99 | 3.22% | Share |
| 4 | NVDA | NVIDIA Corporat... | 188.89 | +0.88% | 10.91M | +0.96% | 1.72B | 64.85 | 3.06% | Share |
| 5 | IVV | iShares Core S&... | 672.48 | +0.10% | 2.26M | +9.50% | 1.41B | 472.86 | 2.51% | Share |
| 6 | SPY | SPDR S&P 500 ET... | 669.16 | +0.11% | 2.21M | -1.92% | 1.24B | 573.5 | 2.21% | Share |
| 7 | PG | The Procter & G... | 152.07 | -0.72% | 6.53M | +0.50% | 1.04B | 148.13 | 1.86% | Share |
| 8 | VEA | Vanguard Develo... | 60.50 | +0.22% | 17.48M | +5.11% | 996.69M | 47.97 | 1.78% | Share |
| 9 | IEFA | iShares Core MS... | 88.08 | +0.20% | 11.68M | +18.80% | 975.1M | 72.03 | 1.74% | Share |
| 10 | AMZN | Amazon.com, Inc... | 222.41 | +0.81% | 4.32M | +2.12% | 946.8M | 183.75 | 1.69% | Share |
| 11 | AVGO | Broadcom Inc. | 338.18 | +1.44% | 2.88M | +0.78% | 793.72M | 118.01 | 1.42% | Share |
| 12 | QUAL | iShares MSCI US... | 196.36 | +0.27% | 3.76M | +39.63% | 686.91M | 150.76 | 1.22% | Share |
| 13 | AGG | iShares Core U.... | 100.29 | +0.11% | 6.7M | +7.33% | 665.07M | 98.2 | 1.19% | Share |
| 14 | META | Meta Platforms,... | 727.05 | +1.35% | 880.96K | -22.88% | 650.22M | 468.22 | 1.16% | Share |
| 15 | GOOGL | Alphabet Inc. | 245.69 | +0.32% | 3.48M | +4.50% | 612.98M | 135.9 | 1.09% | Share |
| 16 | JPM | JPMorgan Chase ... | 307.56 | -1.01% | 2M | -0.06% | 579.21M | 174.18 | 1.03% | Share |
| 17 | GOOG | Alphabet Inc. | 246.43 | +0.36% | 3.28M | +3.47% | 570.19M | 137.51 | 1.02% | Share |
| 18 | VTI | Vanguard Total ... | 329.77 | +0.14% | 1.67M | +2.47% | 507.97M | 255.55 | 0.91% | Share |
| 19 | LLY | Eli Lilly and C... | 820.20 | -0.63% | 607.2K | +1.18% | 471.87M | 532.54 | 0.84% | Share |
| 20 | SCHX | Schwab U.S. Lar... | 26.50 | +0.21% | 18.73M | +0.26% | 457.79M | 19 | 0.82% | Share |
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