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Arthur I. Prostick

@Cerity Partners Llc

Latest period2024 - Q3ReportedManaged Assets$45.165BTotal holdings2526
Assets growth rate18.93%Assets growth rate (2-Q avg)9.62%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Cerity Partners Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2526 positions.

Assets under management

The assets under management (AUM) of Cerity Partners Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 45.165B in assets, with a quarterly growth rate of 18.93% and a 2-quarter average growth rate of 9.62%. The portfolio is managed by Arthur I. Prostick, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 8.29%
0.45%
$199.289M
3.377M shares@ $59.02 avg price
USMVIshares Tr
Recent Activity
Increased 0.82%
0.44%
$194.871M
2.134M shares@ $91.31 avg price
SHYIshares Tr
Recent Activity
Decreased -1.78%
0.43%
$190.767M
2.294M shares@ $83.15 avg price
SCHMSchwab Strategic Tr
Recent Activity
Increased 14.57%
0.42%
$188.18M
2.265M shares@ $83.1 avg price
MAMastercard Incorporated
Recent Activity
Increased 9.1%
0.41%
$184.469M
373,570 shares@ $493.8 avg price
IQLTIshares Tr
Recent Activity
Increased 3.42%
0.41%
$183.758M
4.429M shares@ $41.5 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 9.74%
0.41%
$181.567M
3.435M shares@ $52.87 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 9.46%
0.41%
$181.161M
3.57M shares@ $50.75 avg price
VOVanguard Index Fds
Recent Activity
Increased 28.17%
0.4%
$178.106M
675,078 shares@ $263.84 avg price
CVXChevron Corp New
Recent Activity
Increased 3.71%
0.38%
$169.867M
1.153M shares@ $147.28 avg price