Cerity Partners LLC

Q1 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2025
Date filed
4/30/2025
Form type
13F-HR
Num holdings
2,474
Total value ($000)
$49,367,107
Net value change ($000)
+3,271,014 (7.1%)
New positions
243
Sold out positions
191
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2025 Next filing: 8/13/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
META 246,906 60.0%
IEFA 112,792 17.9%
V 107,613 38.9%
WMT 104,703 66.4%
JPM 103,049 26.6%
BRK-B 99,514 34.6%
ABT 86,061 75.6%
JNJ 82,776 39.2%
AAPL 78,443 4.3%
BSX 74,355 133.1%
Top Reduces (Value $000, Stocks/ETFs)
XOM -201,578 -100.0%
BAC -119,053 -100.0%
EFA -108,251 -100.0%
INTU -88,356 -100.0%
NVDA -55,676 -4.6%
ADP -53,550 -100.0%
IWF -42,725 -11.3%
TSLA -42,071 -29.3%
SPY -39,284 -3.3%
TTEK -32,559 -95.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 714,132 (1.4% of total reported value)
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