Cerity Partners LLC Q1 2025 Filing
Filed April 30, 2025
Portfolio Value
$49.4B
Holdings
2,474
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (2,474 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 3,898,203 | $2.0T | 4058.02% | |
| 2 | AAPLAPPLE INC | 8,548,599 | $1.9T | 3833.32% | |
| 3 | MSFTMICROSOFT CORP | 3,617,099 | $1.4T | 2750.46% | |
| 4 | NVDANVIDIA CORPORATION | 10,806,277 | $1.2T | 2362.86% | |
| 5 | IVVISHARES TR | 2,068,242 | $1.2T | 2354.09% | |
| 6 | SPYSPDR S&P 500 ETF TR | 2,248,307 | $1.1T | 2301.56% | |
| 7 | PGPROCTER AND GAMBLE CO | 6,501,095 | $1.1T | 2244.24% | |
| 8 | VEAVANGUARD TAX-MANAGED FDS | 16,633,500 | $845.5B | 1712.64% | |
| 9 | AMZNAMAZON COM INC | 4,225,701 | $804.0B | 1628.58% | |
| 10 | AQLTISHARES TR | 9,832,131 | $743.8B | 1506.67% | |
| 11 | METAMETA PLATFORMS INC | 1,142,252 | $658.3B | 1333.58% | |
| 12 | AGGISHARES TR | 6,246,217 | $617.9B | 1251.59% | |
| 13 | GOOGLALPHABET INC | 3,328,122 | $514.7B | 1042.52% | |
| 14 | LLYELI LILLY & CO | 600,130 | $494.1B | 1000.79% | |
| 15 | GOOGALPHABET INC | 3,173,396 | $492.7B | 997.99% | |
| 16 | JPMJPMORGAN CHASE & CO. | 1,999,141 | $490.4B | 993.35% | |
| 17 | AVGOBROADCOM INC | 2,857,017 | $478.4B | 968.97% | |
| 18 | QUALISHARES TR | 2,689,934 | $459.7B | 931.15% | |
| 19 | VTIVANGUARD INDEX FDS | 1,630,879 | $448.2B | 907.95% | |
| 20 | SCHXSCHWAB STRATEGIC TR | 18,682,304 | $412.5B | 835.59% | |
| 21 | CACCCREDIT ACCEP CORP MICH | 797,511 | $411.8B | 834.15% | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 727,188 | $387.3B | 784.50% | |
| 23 | VVISA INC | 1,095,778 | $384.0B | 777.90% | |
| 24 | COSTCOSTCO WHSL CORP NEW | 386,991 | $366.0B | 741.40% | |
| 25 | IWFISHARES TR | 930,805 | $336.1B | 680.83% | |
| 26 | NDQINVESCO QQQ TR | 699,177 | $327.9B | 664.14% | |
| 27 | JNJJOHNSON & JOHNSON | 1,772,112 | $293.9B | 595.31% | |
| 28 | IEIISHARES TR | 2,329,857 | $275.2B | 557.53% | |
| 29 | HDHOME DEPOT INC | 726,317 | $266.2B | 539.20% | |
| 30 | WMTWALMART INC | 2,990,710 | $262.5B | 531.64% | |
| 31 | IJHISHARES TR | 4,492,848 | $262.2B | 531.04% | |
| 32 | IJRISHARES TR | 2,489,394 | $260.3B | 527.31% | |
| 33 | ITOTISHARES TR | 2,100,645 | $256.3B | 519.17% | |
| 34 | SPABSPDR SER TR | 9,959,641 | $254.4B | 515.26% | |
| 35 | JPSTJ P MORGAN EXCHANGE TRADED F | 4,951,561 | $250.7B | 507.82% | |
| 36 | XOMEXXON MOBIL CORP | 2,000,653 | $237.9B | 481.98% | Put |
| 37 | RSPINVESCO EXCHANGE TRADED FD T | 1,371,615 | $237.6B | 481.30% | |
| 38 | UNHUNITEDHEALTH GROUP INC | 443,059 | $232.1B | 470.05% | |
| 39 | ITWILLINOIS TOOL WKS INC | 930,037 | $230.7B | 467.24% | |
| 40 | IWBISHARES TR | 737,801 | $226.3B | 458.43% | |
| 41 | IEMGISHARES INC | 4,085,182 | $220.5B | 446.61% | |
| 42 | MTUMISHARES TR | 1,071,106 | $216.5B | 438.56% | |
| 43 | VGSHVANGUARD SCOTTSDALE FDS | 3,666,884 | $215.2B | 435.94% | |
| 44 | CVXCHEVRON CORP NEW | 1,245,218 | $208.3B | 421.97% | |
| 45 | ABBVABBVIE INC | 979,028 | $205.1B | 415.51% | |
| 46 | VOVANGUARD INDEX FDS | 792,549 | $205.0B | 415.19% | |
| 47 | SHYISHARES TR | 2,471,323 | $204.5B | 414.15% | |
| 48 | USMVISHARES TR | 2,182,869 | $204.4B | 414.14% | |
| 49 | SCHPSCHWAB STRATEGIC TR | 7,590,393 | $204.1B | 413.44% | |
| 50 | VTEBVANGUARD MUN BD FDS | 4,109,767 | $203.9B | 413.08% | |
| 51 | ABTABBOTT LABS | 1,507,268 | $199.9B | 405.00% | |
| 52 | MAMASTERCARD INCORPORATED | 362,048 | $198.4B | 401.98% | |
| 53 | BSVVANGUARD BD INDEX FDS | 2,534,124 | $198.4B | 401.83% | |
| 54 | IAU*ISHARES GOLD TR | 3,264,440 | $192.5B | 389.88% | |
| 55 | SCHMSCHWAB STRATEGIC TR | 6,908,231 | $181.0B | 366.63% | |
| 56 | MRKMERCK & CO INC | 1,985,822 | $178.3B | 361.13% | |
| 57 | SPYVSPDR SER TR | 3,438,461 | $175.6B | 355.71% | |
| 58 | TJXTJX COS INC NEW | 1,433,116 | $174.6B | 353.58% | |
| 59 | BACBANK AMERICA CORP | 4,169,922 | $174.0B | 352.48% | Put |
| 60 | RODMLATTICE STRATEGIES TR | 5,385,430 | $166.9B | 338.07% | |
| 61 | CRMSALESFORCE INC | 609,279 | $163.4B | 331.04% | |
| 62 | SCHDSCHWAB STRATEGIC TR | 5,620,573 | $157.2B | 318.33% | |
| 63 | IQLTISHARES TR | 3,878,818 | $154.0B | 311.85% | |
| 64 | MCDMCDONALDS CORP | 491,929 | $153.7B | 311.27% | |
| 65 | VEUVANGUARD INTL EQUITY INDEX F | 2,512,379 | $152.4B | 308.71% | |
| 66 | CSCOCISCO SYS INC | 2,465,316 | $152.1B | 308.17% | |
| 67 | VGITVANGUARD SCOTTSDALE FDS | 2,527,046 | $150.1B | 304.06% | |
| 68 | VXFVANGUARD INDEX FDS | 858,551 | $147.9B | 299.58% | |
| 69 | RTXRTX CORPORATION | 1,108,843 | $146.9B | 297.52% | |
| 70 | PANWPALO ALTO NETWORKS INC | 854,579 | $145.8B | 295.39% | |
| 71 | PEPPEPSICO INC | 962,264 | $144.3B | 292.23% | |
| 72 | ORCLORACLE CORP | 1,021,466 | $142.8B | 289.35% | |
| 73 | VGTVANGUARD WORLD FD | 258,198 | $140.0B | 283.67% | |
| 74 | DFACDIMENSIONAL ETF TRUST | 4,223,927 | $139.3B | 282.27% | |
| 75 | AVEMAMERICAN CENTY ETF TR | 2,295,240 | $138.1B | 279.75% | |
| 76 | VWOVANGUARD INTL EQUITY INDEX F | 3,028,283 | $137.1B | 277.63% | |
| 77 | VUGVANGUARD INDEX FDS | 363,423 | $134.8B | 272.98% | |
| 78 | SCHFSCHWAB STRATEGIC TR | 6,633,518 | $131.2B | 265.79% | |
| 79 | BLKBLACKROCK INC | 138,207 | $130.8B | 264.98% | |
| 80 | BSXBOSTON SCIENTIFIC CORP | 1,290,879 | $130.2B | 263.79% | |
| 81 | VTVVANGUARD INDEX FDS | 753,029 | $130.1B | 263.49% | |
| 82 | MGKVANGUARD WORLD FD | 417,948 | $129.1B | 261.50% | |
| 83 | VBVANGUARD INDEX FDS | 577,434 | $128.0B | 259.37% | |
| 84 | GQ9SPDR GOLD TR | 442,205 | $127.4B | 258.10% | |
| 85 | AMGNAMGEN INC | 406,047 | $126.5B | 256.25% | |
| 86 | BNDVANGUARD BD INDEX FDS | 1,683,335 | $123.6B | 250.45% | |
| 87 | VRTXVERTEX PHARMACEUTICALS INC | 252,924 | $122.6B | 248.39% | |
| 88 | VIGVANGUARD SPECIALIZED FUNDS | 631,052 | $122.4B | 247.97% | |
| 89 | SGOVISHARES TR | 1,175,672 | $118.4B | 239.74% | |
| 90 | EFAISHARES TR | 1,414,297 | $114.6B | 232.16% | Call |
| 91 | IWMISHARES TR | 570,372 | $113.8B | 230.48% | |
| 92 | INTUINTUIT | 185,221 | $113.7B | 230.36% | Put |
| 93 | TMOTHERMO FISHER SCIENTIFIC INC | 226,777 | $112.8B | 228.58% | |
| 94 | SCHASCHWAB STRATEGIC TR | 4,783,873 | $112.1B | 227.05% | |
| 95 | VCSHVANGUARD SCOTTSDALE FDS | 1,405,293 | $110.9B | 224.71% | |
| 96 | DISDISNEY WALT CO | 1,122,567 | $110.8B | 224.44% | |
| 97 | SPEMSPDR INDEX SHS FDS | 2,766,398 | $108.9B | 220.62% | |
| 98 | WMWASTE MGMT INC DEL | 462,671 | $107.1B | 216.97% | |
| 99 | FISVFISERV INC | 476,569 | $105.2B | 213.18% | |
| 100 | HONHONEYWELL INTL INC | 494,424 | $104.7B | 212.07% |
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