Cerity Partners LLC
CIK Number: 0001566475
Main Sectors:
Top Industries:
Filing Date: Apr 30, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 3.9M | +6.91% | 2B | 443.42 | 4.06% | Share |
| 2 | AAPL | Apple Inc. | 232.81 | -0.22% | 8.55M | +16.47% | 1.89B | 202.92 | 3.83% | Share |
| 3 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 3.62M | +15.84% | 1.36B | 357.31 | 2.75% | Share |
| 4 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 10.81M | +16.45% | 1.17B | 63.95 | 2.36% | Share |
| 5 | IVV | iShares Core S&... | 648.15 | +0.01% | 2.07M | +4.07% | 1.16B | 458.81 | 2.35% | Share |
| 6 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 2.25M | +1.88% | 1.14B | 573.5 | 2.30% | Share |
| 7 | PG | The Procter & G... | 153.70 | -1.1% | 6.5M | +0.96% | 1.11B | 148.07 | 2.24% | Share |
| 8 | VEA | Vanguard Develo... | 58.60 | -0.18% | 16.63M | -0.44% | 845.48M | 47.51 | 1.71% | Share |
| 9 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 4.23M | +16.99% | 803.98M | 182.99 | 1.63% | Share |
| 10 | IEFA | iShares Core MS... | 85.61 | -0.04% | 9.83M | +9.55% | 743.8M | 69.87 | 1.51% | Share |
| 11 | META | Meta Platforms,... | 781.96 | +0.24% | 1.14M | +61.88% | 658.35M | 468.22 | 1.33% | Share |
| 12 | AGG | iShares Core U.... | 99.10 | -0.27% | 6.25M | +6.81% | 617.88M | 98.13 | 1.25% | Share |
| 13 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 3.33M | +17.38% | 514.66M | 134.08 | 1.04% | Share |
| 14 | LLY | Eli Lilly and C... | 684.46 | +3.63% | 600.13K | +3.33% | 494.06M | 529.63 | 1.00% | Share |
| 15 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 3.17M | +33.80% | 492.68M | 136.12 | 1.00% | Share |
| 16 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 2M | +21.03% | 490.39M | 174.18 | 0.99% | Share |
| 17 | AVGO | Broadcom Inc. | 311.19 | +0.68% | 2.86M | +49.67% | 478.35M | 116.78 | 0.97% | Share |
| 18 | QUAL | iShares MSCI US... | 188.56 | -0.07% | 2.69M | -0.04% | 459.68M | 138.05 | 0.93% | Share |
| 19 | VTI | Vanguard Total ... | 317.25 | -0.13% | 1.63M | +3.61% | 448.23M | 254.35 | 0.91% | Share |
| 20 | SCHX | Schwab U.S. Lar... | 25.52 | -0.06% | 18.68M | +1.20% | 412.51M | 18.99 | 0.84% | Share |
| 21 | CACC | Credit Acceptan... | 477.28 | -2.22% | 797.51K | +0.14% | 411.79M | 532.71 | 0.83% | Share |
| 22 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 727.19K | +14.76% | 387.29M | 385.34 | 0.78% | Share |
| 23 | V | Visa Inc. | 345.40 | +0.83% | 1.1M | +22.12% | 384.03M | 265.71 | 0.78% | Share |
| 24 | COST | Costco Wholesal... | 975.42 | -0.35% | 386.99K | +3.99% | 366.01M | 613.13 | 0.74% | Share |
| 25 | IWF | iShares Russell... | 450.40 | +0.11% | 930.8K | -1.35% | 336.1M | 270.45 | 0.68% | Share |
| 26 | QQQ | Invesco QQQ Tru... | 579.86 | -0.08% | 699.18K | +2.52% | 327.87M | 386.81 | 0.66% | Share |
| 27 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 1.77M | +23.07% | 293.89M | 163.42 | 0.60% | Share |
| 28 | IEI | iShares 3-7 Yea... | 118.85 | -0.21% | 2.33M | +5.47% | 275.24M | 116.31 | 0.56% | Share |
| 29 | HD | The Home Depot,... | 400.32 | -1.68% | 726.32K | +15.59% | 266.19M | 332.28 | 0.54% | Share |
| 30 | WMT | Walmart Inc. | 100.84 | -0.15% | 2.99M | +69.22% | 262.45M | 72.58 | 0.53% | Share |
| 31 | IJH | iShares Core S&... | 63.85 | -1.31% | 4.49M | +13.52% | 262.16M | 55.18 | 0.53% | Share |
| 32 | IJR | iShares Core S&... | 115.17 | -1.4% | 2.49M | +1.70% | 260.32M | 107.81 | 0.53% | Share |
| 33 | ITOT | iShares Core S&... | 140.91 | -0.11% | 2.1M | -2.56% | 256.3M | 92.52 | 0.52% | Share |
| 34 | SPAB | SPDR Portfolio ... | 25.55 | -0.31% | 9.96M | +6.01% | 254.37M | 25.24 | 0.52% | Share |
| 35 | JPST | JPMorgan Ultra-... | 50.62 | 0.00% | 4.95M | +8.64% | 250.7M | 50.33 | 0.51% | Share |
| 36 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 2M | +100.00% | 237.94M | 118.93 | 0.48% | Put |
| 37 | RSP | Invesco S&P 500... | 186.31 | -0.66% | 1.37M | +14.20% | 237.6M | 166.78 | 0.48% | Share |
| 38 | UNH | UnitedHealth Gr... | 271.50 | -0.11% | 443.06K | -7.11% | 232.05M | 525.15 | 0.47% | Share |
| 39 | ITW | Illinois Tool W... | 262.44 | -1.83% | 930.04K | +2.91% | 230.66M | 249.52 | 0.47% | Share |
| 40 | IWB | iShares Russell... | 354.15 | -0.03% | 737.8K | -0.03% | 226.31M | 245.14 | 0.46% | Share |
| 41 | IEMG | iShares Core MS... | 61.97 | -1.17% | 4.09M | +4.22% | 220.48M | 51.83 | 0.45% | Share |
| 42 | MTUM | iShares MSCI US... | 245.98 | -0.11% | 1.07M | -0.01% | 216.5M | 145.68 | 0.44% | Share |
| 43 | VGSH | Vanguard Short-... | 58.65 | -0.1% | 3.67M | +5.89% | 215.21M | 58.18 | 0.44% | Share |
| 44 | CVX | Chevron Corpora... | 155.20 | -0.43% | 1.25M | +3.27% | 208.31M | 155.26 | 0.42% | Share |
| 45 | ABBV | AbbVie Inc. | 204.72 | +1.61% | 979.03K | +12.03% | 205.13M | 162.48 | 0.42% | Share |
| 46 | VO | Vanguard Mid Ca... | 286.38 | -0.71% | 792.55K | +9.83% | 204.97M | 242.49 | 0.42% | Share |
| 47 | SHY | iShares 1-3 Yea... | 82.70 | -0.11% | 2.47M | +3.08% | 204.45M | 81.79 | 0.41% | Share |
| 48 | USMV | iShares MSCI US... | 93.24 | -0.35% | 2.18M | +3.98% | 204.45M | 74.95 | 0.41% | Share |
| 49 | SCHP | Schwab U.S. TIP... | 26.70 | -0.26% | 7.59M | -5.17% | 204.11M | 26.33 | 0.41% | Share |
| 50 | VTEB | Vanguard Tax-Ex... | 48.88 | -0.14% | 4.11M | +2.77% | 203.93M | 50.52 | 0.41% | Share |
| 51 | ABT | Abbott Laborato... | 129.32 | -0.06% | 1.51M | +49.82% | 199.94M | 116.19 | 0.41% | Share |
| 52 | MA | Mastercard Inco... | 583.65 | +0.99% | 362.05K | -1.92% | 198.45M | 367.94 | 0.40% | Share |
| 53 | BSV | Vanguard Short-... | 78.63 | -0.12% | 2.53M | +12.80% | 198.37M | 77.25 | 0.40% | Share |
| 54 | IAU | iShares Gold Tr... | 62.90 | -0.62% | 3.26M | -0.22% | 192.47M | 35.67 | 0.39% | Share |
| 55 | SCHM | Schwab U.S. Mid... | 28.97 | -1.03% | 6.91M | +2.89% | 181M | 25.31 | 0.37% | Share |
| 56 | MRK | Merck & Co., In... | 82.74 | +0.04% | 1.99M | +11.92% | 178.28M | 108.72 | 0.36% | Share |
| 57 | SPYV | SPDR Portfolio ... | 54.16 | -0.07% | 3.44M | +0.05% | 175.6M | 42.89 | 0.36% | Share |
| 58 | TJX | The TJX Compani... | 132.95 | -0.86% | 1.43M | +9.99% | 174.55M | 87.78 | 0.35% | Share |
| 59 | BAC | Bank of America... | 47.70 | +0.97% | 4.17M | +100.00% | 174.01M | 41.73 | 0.35% | Put |
| 60 | RODM | Hartford Multif... | 34.97 | -0.2% | 5.39M | +1.50% | 166.89M | 26.42 | 0.34% | Share |
| 61 | CRM | Salesforce, Inc... | 233.32 | -1.57% | 609.28K | +14.28% | 163.42M | 259.84 | 0.33% | Share |
| 62 | SCHD | Schwab U.S. Div... | 27.34 | -0.46% | 5.62M | -0.26% | 157.15M | 25.57 | 0.32% | Share |
| 63 | IQLT | iShares MSCI In... | 42.98 | -0.14% | 3.88M | +8.55% | 153.95M | 37.12 | 0.31% | Share |
| 64 | MCD | McDonald's Corp... | 308.84 | +1.24% | 491.93K | +8.40% | 153.66M | 270.69 | 0.31% | Share |
| 65 | VEU | Vanguard FTSE A... | 69.23 | -0.4% | 2.51M | +6.74% | 152.4M | 56.08 | 0.31% | Share |
| 66 | CSCO | Cisco Systems, ... | 69.28 | -1.58% | 2.47M | +3.28% | 152.13M | 47.81 | 0.31% | Share |
| 67 | VGIT | Vanguard Interm... | 59.64 | -0.22% | 2.53M | +8.47% | 150.11M | 58.76 | 0.30% | Share |
| 68 | VXF | Vanguard Extend... | 200.85 | -1.21% | 858.55K | +12.72% | 147.89M | 167.57 | 0.30% | Share |
| 69 | RTX | RTX Corporation | 155.06 | -0.42% | 1.11M | +60.13% | 146.88M | 112.59 | 0.30% | Share |
| 70 | PANW | Palo Alto Netwo... | 173.55 | -1.87% | 854.58K | +4.29% | 145.83M | 112.09 | 0.30% | Share |
| 71 | PEP | PepsiCo, Inc. | 148.62 | -0.49% | 962.26K | +7.40% | 144.27M | 167.95 | 0.29% | Share |
| 72 | ORCL | Oracle Corporat... | 244.93 | +0.31% | 1.02M | +20.43% | 142.84M | 117.9 | 0.29% | Share |
| 73 | VGT | Vanguard Inform... | 704.44 | -0.4% | 258.2K | -3.16% | 140.04M | 413.49 | 0.28% | Share |
| 74 | DFAC | Dimensional U.S... | 37.47 | -0.39% | 4.22M | +1.14% | 139.35M | 25.92 | 0.28% | Share |
| 75 | AVEM | Avantis Emergin... | 71.01 | -1.1% | 2.3M | +4.57% | 138.1M | 56.03 | 0.28% | Share |
| 76 | VWO | Vanguard Emergi... | 51.20 | -1.15% | 3.03M | -7.76% | 137.06M | 43.1 | 0.28% | Share |
| 77 | VUG | Vanguard Growth... | 463.54 | +0.15% | 363.42K | +3.34% | 134.76M | 352.2 | 0.27% | Share |
| 78 | SCHF | Schwab Internat... | 22.73 | -0.15% | 6.63M | +3.12% | 131.21M | 19.02 | 0.27% | Share |
| 79 | BLK | BlackRock, Inc. | 1160.35 | +0.03% | 138.21K | +13.84% | 130.81M | 1015.55 | 0.27% | Share |
| 80 | BSX | Boston Scientif... | 104.16 | +1.62% | 1.29M | +102.49% | 130.22M | 76.69 | 0.26% | Share |
| 81 | VTV | Vanguard Value ... | 180.44 | -0.2% | 753.03K | +21.26% | 130.08M | 154.79 | 0.26% | Share |
| 82 | MGK | Vanguard Mega C... | 389.58 | +0.29% | 417.95K | +5.92% | 129.1M | 272.37 | 0.26% | Share |
| 83 | VB | Vanguard Small ... | 246.81 | -1.26% | 577.43K | +37.93% | 128.05M | 220.06 | 0.26% | Share |
| 84 | GLD | SPDR Gold Share... | 307.25 | -0.63% | 442.2K | +0.50% | 127.42M | 182.35 | 0.26% | Share |
| 85 | AMGN | Amgen Inc. | 290.28 | +0.33% | 406.05K | +4.35% | 126.5M | 267.79 | 0.26% | Share |
| 86 | BND | Vanguard Total ... | 73.54 | -0.28% | 1.68M | -4.32% | 123.64M | 73.62 | 0.25% | Share |
| 87 | VRTX | Vertex Pharmace... | 390.30 | -1.42% | 252.92K | +6.26% | 122.62M | 399.91 | 0.25% | Share |
| 88 | VIG | Vanguard Divide... | 210.08 | +0.06% | 631.05K | -1.22% | 122.42M | 158.92 | 0.25% | Share |
| 89 | SGOV | iShares 0-3 Mon... | 100.53 | +0.02% | 1.18M | +5.62% | 118.35M | 100.69 | 0.24% | Share |
| 90 | EFA | iShares MSCI EA... | 91.66 | +0.02% | 1.41M | +100.00% | 114.61M | 81.73 | 0.23% | Call |
| 91 | IWM | iShares Russell... | 228.20 | -1.31% | 570.37K | +4.46% | 113.78M | 195.3 | 0.23% | Share |
| 92 | INTU | Intuit Inc. | 710.55 | -0.16% | 185.22K | +100.00% | 113.72M | 613.99 | 0.23% | Put |
| 93 | TMO | Thermo Fisher S... | 485.13 | +0.07% | 226.78K | +40.41% | 112.85M | 524.78 | 0.23% | Share |
| 94 | SCHA | Schwab U.S. Sma... | 26.63 | -1.12% | 4.78M | +2.95% | 112.09M | 23.74 | 0.23% | Share |
| 95 | VCSH | Vanguard Short-... | 79.58 | -0.12% | 1.41M | +1.80% | 110.93M | 77.15 | 0.22% | Share |
| 96 | DIS | The Walt Disney... | 116.33 | -0.27% | 1.12M | +11.70% | 110.8M | 103.47 | 0.22% | Share |
| 97 | SPEM | SPDR Portfolio ... | 44.19 | -1.14% | 2.77M | +24.57% | 108.91M | 35.89 | 0.22% | Share |
| 98 | WM | Waste Managemen... | 225.97 | -1.71% | 462.67K | +110.00% | 107.11M | 202.7 | 0.22% | Share |
| 99 | FI | Fiserv, Inc. | 134.58 | +0.22% | 476.57K | +17.21% | 105.24M | 145.61 | 0.21% | Share |
| 100 | HON | Honeywell Inter... | 218.15 | -0.73% | 494.42K | +13.11% | 104.69M | 203.64 | 0.21% | Share |
| 101 | DFIV | Dimensional Int... | 45.24 | -0.02% | 2.66M | +3.65% | 104.6M | 33.56 | 0.21% | Share |
| 102 | ACN | Accenture plc | 246.13 | +0.18% | 331.75K | +14.02% | 103.52M | 300.95 | 0.21% | Share |
| 103 | VXUS | Vanguard Total ... | 71.14 | -0.45% | 1.67M | +0.65% | 103.42M | 59.2 | 0.21% | Share |
| 104 | NFLX | Netflix, Inc. | 1230.56 | +2.17% | 110.18K | +32.66% | 102.74M | 674.46 | 0.21% | Share |
| 105 | TSLA | Tesla, Inc. | 335.58 | -1.12% | 403.01K | +2.35% | 101.66M | 236.67 | 0.21% | Share |
| 106 | SYK | Stryker Corpora... | 378.47 | -0.13% | 271.07K | +17.38% | 100.91M | 280.85 | 0.20% | Share |
| 107 | ADBE | Adobe Inc. | 348.58 | -0.71% | 262.67K | -7.55% | 100.74M | 452.64 | 0.20% | Share |
| 108 | DFUV | Dimensional US ... | 43.41 | -0.48% | 2.42M | -2.73% | 99.66M | 34.09 | 0.20% | Share |
| 109 | CRWD | CrowdStrike Hol... | 424.70 | -1.72% | 278.18K | +1.20% | 98.08M | 237.72 | 0.20% | Share |
| 110 | CAT | Caterpillar Inc... | 417.50 | +0.92% | 294.87K | +28.08% | 97.25M | 296.7 | 0.20% | Share |
| 111 | SKOR | FlexShares Cred... | 48.87 | -0.14% | 2.01M | +3.42% | 97.13M | 46.7 | 0.20% | Share |
| 112 | GS | The Goldman Sac... | 746.99 | +0.31% | 177.51K | +121.06% | 96.97M | 491.02 | 0.20% | Share |
| 113 | IEF | iShares 7-10 Ye... | 95.42 | -0.32% | 1.01M | +15.82% | 95.94M | 96.35 | 0.19% | Share |
| 114 | TSM | Taiwan Semicond... | 240.97 | -0.19% | 568.71K | +13.22% | 94.41M | 110.73 | 0.19% | Share |
| 115 | UNP | Union Pacific C... | 221.35 | -0.82% | 397.57K | +3.19% | 93.92M | 240.72 | 0.19% | Share |
| 116 | MMM | 3M Company | 156.66 | -2.21% | 629.3K | -2.09% | 92.42M | 116.69 | 0.19% | Share |
| 117 | NEE | NextEra Energy,... | 72.22 | -0.1% | 1.3M | +9.63% | 92.05M | 74.17 | 0.19% | Share |
| 118 | AVDV | Avantis Interna... | 83.92 | -0.31% | 1.31M | +4.00% | 91.34M | 59.54 | 0.18% | Share |
| 119 | QCOM | QUALCOMM Incorp... | 158.09 | +0.96% | 584.33K | +12.08% | 89.76M | 147.59 | 0.18% | Share |
| 120 | APH | Amphenol Corpor... | 110.75 | +0.84% | 1.36M | +16.43% | 89.01M | 63.47 | 0.18% | Share |
| 121 | SPGI | S&P Global Inc. | 564.10 | +0.27% | 174.44K | -2.2% | 88.63M | 421.97 | 0.18% | Share |
| 122 | USVM | VictoryShares U... | 86.70 | -0.84% | 1.11M | +2.89% | 87.78M | 67.45 | 0.18% | Share |
| 123 | CGXU | Capital Group I... | 27.92 | -0.18% | 3.53M | +3.08% | 86.5M | 25.53 | 0.18% | Share |
| 124 | CB | Chubb Limited | 275.69 | +0.24% | 285.89K | +9.98% | 86.34M | 243.36 | 0.17% | Share |
| 125 | DE | Deere & Company | 478.62 | -6.8% | 183.89K | +65.11% | 86.31M | 419.18 | 0.17% | Share |
| 126 | SCHW | The Charles Sch... | 97.75 | +2.26% | 1.11M | +2.55% | 85.41M | 71.6 | 0.17% | Share |
| 127 | ANGL | VanEck Fallen A... | 29.16 | -0.27% | 2.95M | +3.56% | 85.16M | 27.65 | 0.17% | Share |
| 128 | EMR | Emerson Electri... | 134.37 | -0.43% | 765.68K | +6.38% | 83.95M | 91.66 | 0.17% | Share |
| 129 | SPTS | SPDR Portfolio ... | 29.23 | -0.12% | 2.84M | -2.57% | 83.03M | 28.8 | 0.17% | Share |
| 130 | IBM | International B... | 237.04 | -1.26% | 329.32K | +7.37% | 81.89M | 161.67 | 0.17% | Share |
| 131 | VLUE | iShares MSCI US... | 117.91 | +0.15% | 767.41K | +4.54% | 81.84M | 94.99 | 0.17% | Share |
| 132 | IGM | iShares Expande... | 118.58 | -0.24% | 901.61K | +0.15% | 81.75M | 71.21 | 0.17% | Share |
| 133 | SJW | SJW Group | 54.86 | -0.67% | 1.46M | +0.20% | 79.97M | 80.92 | 0.16% | Share |
| 134 | ISRG | Intuitive Surgi... | 477.00 | -1.11% | 160.93K | -0.9% | 79.71M | 343.75 | 0.16% | Share |
| 135 | MUB | iShares Nationa... | 104.03 | -0.18% | 747.72K | -1.04% | 78.84M | 105.88 | 0.16% | Share |
| 136 | GE | GE Aerospace | 269.72 | +0.32% | 392.18K | +24.09% | 78.5M | 158.76 | 0.16% | Share |
| 137 | VYM | Vanguard High D... | 137.35 | -0.17% | 607.21K | -0.27% | 78.31M | 112.44 | 0.16% | Share |
| 138 | VNQ | Vanguard Real E... | 89.16 | -0.71% | 863.75K | +0.26% | 78.2M | 88.45 | 0.16% | Share |
| 139 | SCHG | Schwab U.S. Lar... | 30.76 | +0.13% | 3.04M | +4.28% | 76.23M | 17.34 | 0.15% | Share |
| 140 | LIN | Linde plc | 477.49 | +0.39% | 162.88K | +11.37% | 75.84M | 416.29 | 0.15% | Share |
| 141 | URI | United Rentals,... | 921.62 | -1.14% | 119.63K | +11.97% | 74.97M | 542.57 | 0.15% | Share |
| 142 | KO | The Coca-Cola C... | 69.52 | -1.33% | 1.04M | +12.45% | 74.35M | 63.04 | 0.15% | Share |
| 143 | SLYV | SPDR S&P 600 Sm... | 85.33 | -1.11% | 934.93K | +1.76% | 73.3M | 75.91 | 0.15% | Share |
| 144 | ADP | Automatic Data ... | 301.52 | -1.12% | 238.92K | +100.00% | 73M | 305.53 | 0.15% | Put |
| 145 | QQQM | Invesco NASDAQ ... | 238.70 | -0.09% | 370.71K | -2.64% | 71.55M | 161.41 | 0.14% | Share |
| 146 | JPME | JPMorgan Divers... | 106.17 | -1.04% | 702.66K | +2.12% | 70.67M | 88.91 | 0.14% | Share |
| 147 | MDY | SPDR S&P MIDCAP... | 583.00 | -1.34% | 132.09K | +29.99% | 70.47M | 481.97 | 0.14% | Share |
| 148 | CORT | Corcept Therape... | 72.05 | -1.03% | 614.79K | +1.13% | 70.22M | 26.89 | 0.14% | Share |
| 149 | NOW | ServiceNow, Inc... | 850.65 | -1.42% | 87.8K | +1.83% | 69.9M | 726.31 | 0.14% | Share |
| 150 | LMT | Lockheed Martin... | 437.38 | -1.17% | 156.18K | +5.62% | 69.77M | 463.97 | 0.14% | Share |