Cerity Partners LLC Q1 2025 Filing
Filed April 30, 2025
Portfolio Value
$49.4T
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 | 4.06% | |
| 2 | AAPLAPPLE INC | 8,548,599 | $1.9T | 3.83% | |
| 3 | MSFTMICROSOFT CORP | 3,617,099 | $1.4T | 2.75% | |
| 4 | NVDANVIDIA CORPORATION | 10,806,277 | $1.2T | 2.36% | |
| 5 | IVVISHARES TR | 2,068,242 | $1.2T | 2.35% | |
| 6 | SPYSPDR S&P 500 ETF TR | 2,248,307 | $1.1T | 2.30% | |
| 7 | PGPROCTER AND GAMBLE CO | 6,501,095 | $1.1T | 2.24% | |
| 8 | VEAVANGUARD TAX-MANAGED FDS | 16,633,500 | $845.5B | 1.71% | |
| 9 | AMZNAMAZON COM INC | 4,225,701 | $804.0B | 1.63% | |
| 10 | AQLTISHARES TR | 9,832,131 | $743.8B | 1.51% | |
| 11 | METAMETA PLATFORMS INC | 1,142,252 | $658.3B | 1.33% | |
| 12 | AGGISHARES TR | 6,246,217 | $617.9B | 1.25% | |
| 13 | GOOGLALPHABET INC | 3,328,122 | $514.7B | 1.04% | |
| 14 | LLYELI LILLY & CO | 600,130 | $494.1B | 1.00% | |
| 15 | GOOGALPHABET INC | 3,173,396 | $492.7B | 1.00% | |
| 16 | JPMJPMORGAN CHASE & CO. | 1,999,141 | $490.4B | 0.99% | |
| 17 | AVGOBROADCOM INC | 2,857,017 | $478.4B | 0.97% | |
| 18 | QUALISHARES TR | 2,689,934 | $459.7B | 0.93% | |
| 19 | VTIVANGUARD INDEX FDS | 1,630,879 | $448.2B | 0.91% | |
| 20 | SCHXSCHWAB STRATEGIC TR | 18,682,304 | $412.5B | 0.84% | |
| 21 | CACCCREDIT ACCEP CORP MICH | 797,511 | $411.8B | 0.83% | |
| 22 | BRK/BBERKSHIRE HATHAWAY INC DEL | 727,188 | $387.3B | 0.78% | |
| 23 | VVISA INC | 1,095,778 | $384.0B | 0.78% | |
| 24 | COSTCOSTCO WHSL CORP NEW | 386,991 | $366.0B | 0.74% | |
| 25 | IWFISHARES TR | 930,805 | $336.1B | 0.68% | |
| 26 | NDQINVESCO QQQ TR | 699,177 | $327.9B | 0.66% | |
| 27 | JNJJOHNSON & JOHNSON | 1,772,112 | $293.9B | 0.60% | |
| 28 | IEIISHARES TR | 2,329,857 | $275.2B | 0.56% | |
| 29 | HDHOME DEPOT INC | 726,317 | $266.2B | 0.54% | |
| 30 | WMTWALMART INC | 2,990,710 | $262.5B | 0.53% | |
| 31 | IJHISHARES TR | 4,492,848 | $262.2B | 0.53% | |
| 32 | IJRISHARES TR | 2,489,394 | $260.3B | 0.53% | |
| 33 | ITOTISHARES TR | 2,100,645 | $256.3B | 0.52% | |
| 34 | SPABSPDR SER TR | 9,959,641 | $254.4B | 0.52% | |
| 35 | JPSTJ P MORGAN EXCHANGE TRADED F | 4,951,561 | $250.7B | 0.51% | |
| 36 | XOMEXXON MOBIL CORP | 2,000,653 | $237.9B | 0.48% | Put |
| 37 | RSPINVESCO EXCHANGE TRADED FD T | 1,371,615 | $237.6B | 0.48% | |
| 38 | UNHUNITEDHEALTH GROUP INC | 443,059 | $232.1B | 0.47% | |
| 39 | ITWILLINOIS TOOL WKS INC | 930,037 | $230.7B | 0.47% | |
| 40 | IWBISHARES TR | 737,801 | $226.3B | 0.46% | |
| 41 | IEMGISHARES INC | 4,085,182 | $220.5B | 0.45% | |
| 42 | MTUMISHARES TR | 1,071,106 | $216.5B | 0.44% | |
| 43 | VGSHVANGUARD SCOTTSDALE FDS | 3,666,884 | $215.2B | 0.44% | |
| 44 | CVXCHEVRON CORP NEW | 1,245,218 | $208.3B | 0.42% | |
| 45 | ABBVABBVIE INC | 979,028 | $205.1B | 0.42% | |
| 46 | VOVANGUARD INDEX FDS | 792,549 | $205.0B | 0.42% | |
| 47 | SHYISHARES TR | 2,471,323 | $204.5B | 0.41% | |
| 48 | USMVISHARES TR | 2,182,869 | $204.4B | 0.41% | |
| 49 | SCHPSCHWAB STRATEGIC TR | 7,590,393 | $204.1B | 0.41% | |
| 50 | VTEBVANGUARD MUN BD FDS | 4,109,767 | $203.9B | 0.41% | |
| 51 | ABTABBOTT LABS | 1,507,268 | $199.9B | 0.41% | |
| 52 | MAMASTERCARD INCORPORATED | 362,048 | $198.4B | 0.40% | |
| 53 | BSVVANGUARD BD INDEX FDS | 2,534,124 | $198.4B | 0.40% | |
| 54 | IAU*ISHARES GOLD TR | 3,264,440 | $192.5B | 0.39% | |
| 55 | SCHMSCHWAB STRATEGIC TR | 6,908,231 | $181.0B | 0.37% | |
| 56 | MRKMERCK & CO INC | 1,985,822 | $178.3B | 0.36% | |
| 57 | SPYVSPDR SER TR | 3,438,461 | $175.6B | 0.36% | |
| 58 | TJXTJX COS INC NEW | 1,433,116 | $174.6B | 0.35% | |
| 59 | BACBANK AMERICA CORP | 4,169,922 | $174.0B | 0.35% | Put |
| 60 | RODMLATTICE STRATEGIES TR | 5,385,430 | $166.9B | 0.34% | |
| 61 | CRMSALESFORCE INC | 609,279 | $163.4B | 0.33% | |
| 62 | SCHDSCHWAB STRATEGIC TR | 5,620,573 | $157.2B | 0.32% | |
| 63 | IQLTISHARES TR | 3,878,818 | $154.0B | 0.31% | |
| 64 | MCDMCDONALDS CORP | 491,929 | $153.7B | 0.31% | |
| 65 | VEUVANGUARD INTL EQUITY INDEX F | 2,512,379 | $152.4B | 0.31% | |
| 66 | CSCOCISCO SYS INC | 2,465,316 | $152.1B | 0.31% | |
| 67 | VGITVANGUARD SCOTTSDALE FDS | 2,527,046 | $150.1B | 0.30% | |
| 68 | VXFVANGUARD INDEX FDS | 858,551 | $147.9B | 0.30% | |
| 69 | RTXRTX CORPORATION | 1,108,843 | $146.9B | 0.30% | |
| 70 | PANWPALO ALTO NETWORKS INC | 854,579 | $145.8B | 0.30% | |
| 71 | PEPPEPSICO INC | 962,264 | $144.3B | 0.29% | |
| 72 | ORCLORACLE CORP | 1,021,466 | $142.8B | 0.29% | |
| 73 | VGTVANGUARD WORLD FD | 258,198 | $140.0B | 0.28% | |
| 74 | DFACDIMENSIONAL ETF TRUST | 4,223,927 | $139.3B | 0.28% | |
| 75 | AVEMAMERICAN CENTY ETF TR | 2,295,240 | $138.1B | 0.28% | |
| 76 | VWOVANGUARD INTL EQUITY INDEX F | 3,028,283 | $137.1B | 0.28% | |
| 77 | VUGVANGUARD INDEX FDS | 363,423 | $134.8B | 0.27% | |
| 78 | SCHFSCHWAB STRATEGIC TR | 6,633,518 | $131.2B | 0.27% | |
| 79 | BLKBLACKROCK INC | 138,207 | $130.8B | 0.26% | |
| 80 | BSXBOSTON SCIENTIFIC CORP | 1,290,879 | $130.2B | 0.26% | |
| 81 | VTVVANGUARD INDEX FDS | 753,029 | $130.1B | 0.26% | |
| 82 | MGKVANGUARD WORLD FD | 417,948 | $129.1B | 0.26% | |
| 83 | VBVANGUARD INDEX FDS | 577,434 | $128.0B | 0.26% | |
| 84 | GQ9SPDR GOLD TR | 442,205 | $127.4B | 0.26% | |
| 85 | AMGNAMGEN INC | 406,047 | $126.5B | 0.26% | |
| 86 | BNDVANGUARD BD INDEX FDS | 1,683,335 | $123.6B | 0.25% | |
| 87 | VRTXVERTEX PHARMACEUTICALS INC | 252,924 | $122.6B | 0.25% | |
| 88 | VIGVANGUARD SPECIALIZED FUNDS | 631,052 | $122.4B | 0.25% | |
| 89 | SGOVISHARES TR | 1,175,672 | $118.4B | 0.24% | |
| 90 | EFAISHARES TR | 1,414,297 | $114.6B | 0.23% | Call |
| 91 | IWMISHARES TR | 570,372 | $113.8B | 0.23% | |
| 92 | INTUINTUIT | 185,221 | $113.7B | 0.23% | Put |
| 93 | TMOTHERMO FISHER SCIENTIFIC INC | 226,777 | $112.8B | 0.23% | |
| 94 | SCHASCHWAB STRATEGIC TR | 4,783,873 | $112.1B | 0.23% | |
| 95 | VCSHVANGUARD SCOTTSDALE FDS | 1,405,293 | $110.9B | 0.22% | |
| 96 | DISDISNEY WALT CO | 1,122,567 | $110.8B | 0.22% | |
| 97 | SPEMSPDR INDEX SHS FDS | 2,766,398 | $108.9B | 0.22% | |
| 98 | WMWASTE MGMT INC DEL | 462,671 | $107.1B | 0.22% | |
| 99 | FISVFISERV INC | 476,569 | $105.2B | 0.21% | |
| 100 | HONHONEYWELL INTL INC | 494,424 | $104.7B | 0.21% |
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