Cerity Partners LLC
Top Portfolio Positions
2,252 positions ·
$38,924,203,916 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
9,454,975 | $2,399,578,103 | 6.16% | |
| NVDA |
Nvidia Corp
Technology
|
13,089,994 | $2,282,894,953 | 5.86% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,397,370 | $1,559,105,604 | 4.01% | |
| MSFT |
Microsoft Corp
Technology
|
4,111,747 | $1,522,045,385 | 3.91% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,983,559 | $1,037,925,831 | 2.67% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,545,427 | $1,019,522,987 | 2.62% | |
| AVGO |
Broadcom Inc.
Technology
|
3,023,504 | $935,804,722 | 2.40% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
6,205,946 | $896,386,839 | 2.30% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,206,281 | $690,149,547 | 1.77% | |
| LLY |
ELI LILLY & Co
Healthcare
|
732,849 | $674,052,523 | 1.73% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BWA
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,234,319 | 299,195 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $13,189,646 | 292,713 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $11,473,691 | 261,003 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $4,815,796 | 143,841 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,165,223 | 110,479 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,715,315 | 148,327 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $7,127,827 | 196,413 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,320,857 | 165,039 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $12,978,169 | 373,580 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $11,303,863 | 315,310 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $12,323,749 | 305,270 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,093,077 | 373,783 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,679,392 | 362,692 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $11,715,253 | 330,647 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $8,647,092 | 312,838 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,777,485 | 298,808 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,482,002 | 43,279 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,623,512 | 40,921 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $262,303 | 6,896 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $294,359 | 6,889 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $284,730 | 6,977 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $250,207 | 7,356 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $351,967 | 10,321 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $261,377 | 12,184 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||