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 WSBC
Shares Held
Position Value (USD)
23 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,454,169 | 71,156 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,287,143 | 68,807 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,032,536 | 63,656 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $1,052,393 | 33,272 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,026,540 | 33,157 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $974,963 | 29,962 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $894,859 | 30,049 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $814,469 | 29,182 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $881,273 | 29,563 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $971,215 | 30,960 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $613,650 | 25,129 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $988,622 | 38,603 | Shares | Sole | 2023-08-14 | |
| 2022-09-30 | $1,117,995 | 33,503 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,069,990 | 33,743 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,144,600 | 33,312 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,171,710 | 33,487 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,132,035 | 33,217 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,183,521 | 33,217 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,197,805 | 33,217 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $995,181 | 33,217 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $709,515 | 33,217 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $674,637 | 33,217 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $788,736 | 33,280 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||