Cerity Partners LLC
CIK Number: 0001566475
49.37B
Market Value
1,839
# of Holdings
10 months
Avg. Holding Period
41.22%
Win Rate
119.36%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard 500 In... | 548.18 | +0.03% | 3.65M | +4.95% | 1.96B | 438.55 | 4.26% |
| 2 | AAPL | Apple Inc. | 202.99 | -0.14% | 7.34M | +0.94% | 1.81B | 199.75 | 3.94% |
| 3 | MSFT | Microsoft Corpo... | 464.20 | +0.27% | 3.12M | -2.13% | 1.32B | 354.45 | 2.87% |
| 4 | NVDA | NVIDIA Corporat... | 141.94 | +0.51% | 9.28M | +3.17% | 1.22B | 56.65 | 2.65% |
| 5 | SPY | SPDR S&P 500 ET... | 596.36 | +0.05% | 2.21M | -1.25% | 1.18B | 573.76 | 2.55% |
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