Cerity Partners LLC

Q4 2024 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2024
Date filed
2/13/2025
Form type
13F-HR
Num holdings
2,415
Total value ($000)
$46,096,093
Net value change ($000)
+931,076 (2.1%)
New positions
144
Sold out positions
255
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2024 Next filing: 4/30/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ITW 164,174 252.2%
NVDA 133,966 12.3%
VOO 130,997 7.1%
AAPL 125,261 7.4%
BLK 124,451 NEW
VTI 113,940 33.3%
IVV 106,480 10.0%
AMZN 95,413 14.1%
AVGO 79,302 23.0%
AGG 73,636 14.9%
Top Reduces (Value $000, Stocks/ETFs)
BLK -126,352 -100.0%
ICSH -78,964 -70.4%
LLY -59,371 -11.6%
MSFT -52,266 -3.8%
IQLT -51,117 -27.8%
UNH -49,797 -16.8%
IEFA -48,992 -7.2%
ALGN -38,282 -95.0%
SMLR -31,689 -100.0%
LRCX -30,645 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type