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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
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 2.34%
0.37%
$165.421M
3.236M shares@ $51.12 avg price
ABBVAbbvie Inc
Recent Activity
Increased 22.7%
0.37%
$164.79M
834,464 shares@ $197.48 avg price
IAUIshares Gold Tr
Recent Activity
Increased 4.23%
0.36%
$161.244M
3.244M shares@ $49.71 avg price
PEPPepsico Inc
Recent Activity
Increased 11.34%
0.36%
$160.687M
944,940 shares@ $170.05 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 37.38%
0.36%
$160.512M
2.04M shares@ $78.7 avg price
RODMLattice Strategies Tr
Recent Activity
Increased 2.9%
0.36%
$160.048M
5.247M shares@ $30.51 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 16.27%
0.36%
$159.598M
890,815 shares@ $179.17 avg price
TJXTjx Cos Inc New
Recent Activity
Increased 8.98%
0.36%
$158.405M
1.348M shares@ $117.54 avg price
ADBEAdobe Inc
Recent Activity
Increased 9.57%
0.36%
$158.186M
305,508 shares@ $517.79 avg price
VGTVanguard World Fd
Recent Activity
Increased 5.49%
0.35%
$157.928M
269,257 shares@ $586.54 avg price