मैनेजरों की तुलना करें

Antique route map of roads converging on a single obelisk crossroads

मैनेजर A मैनेजर B

Cerity Partners LLC ⇄ Raymond James Financial Inc

60साझा पोजीशन

55.4%नाम ओवरलैप (Jaccard)

15+केवल Cerity…

15+केवल Raymond James…

साझा होल्डिंग्स · Q2 2026

सिक्योरिटी	Cerity Partners LLC भार	Raymond James… भार
VOO Vanguard S&P 500 ETF	4.4%	5.8%
AAPL Apple Inc.	3.4%	2.4%
NVDA NVIDIA Corporation	3.3%	1.9%
MSFT Microsoft Corporation	1.9%	1.9%
AGG iShares Core U.S.…	1.2%	2.5%
IVV iShares Core S&P 500 ETF	2.5%	1.0%
AVGO Broadcom Inc.	1.4%	1.7%
SPY State Street SPDR S&P 500…	2.0%	0.9%
AMZN Amazon.com, Inc.	1.5%	1.4%
GOOGL Alphabet Inc.	1.6%	1.3%
IEFA iShares Core MSCI EAFE ETF	1.4%	1.2%
GOOG Alphabet Inc.	1.5%	0.7%
VEA Vanguard FTSE Developed…	1.9%	0.3%
JPM JPMorgan Chase & Co.	0.8%	1.3%
LLY Eli Lilly and Company	1.1%	0.6%
QQQ Invesco QQQ Trust, Series…	0.7%	0.8%
META Meta Platforms, Inc.	0.9%	0.6%
IJH iShares Core S&P Mid-Cap…	0.6%	0.8%
PG The Procter & Gamble…	1.1%	0.3%
VTI Vanguard Morningstar…	1.0%	0.3%
JNJ Johnson & Johnson	0.6%	0.7%
VO Vanguard Morningstar…	0.6%	0.7%
IJR iShares Core S&P…	0.6%	0.6%
WMT Walmart Inc.	0.4%	0.7%
IEMG iShares Core MSCI…	0.7%	0.5%
IWF iShares Russell 1000…	0.7%	0.5%
QUAL iShares MSCI USA Quality…	1.0%	0.1%
ABBV AbbVie Inc.	0.4%	0.7%
BRK-B Berkshire Hathaway Inc.	0.5%	0.6%
VUG Vanguard Morningstar…	0.6%	0.5%
VTV Vanguard Morningstar…	0.5%	0.5%
AMD Advanced Micro Devices…	0.5%	0.5%
V Visa Inc.	0.5%	0.5%
RSP Invesco S&P 500 Equal…	0.7%	0.2%
HD The Home Depot, Inc.	0.3%	0.6%
COST Costco Wholesale…	0.5%	0.4%
MU Micron Technology, Inc.	0.4%	0.4%
MTUM iShares MSCI USA Momentum…	0.5%	0.3%
IDEV iShares Core MSCI…	0.7%	0.1%
ETN Eaton Corporation plc	0.1%	0.6%
TSM Taiwan Semiconductor…	0.4%	0.4%
VIG Vanguard Dividend…	0.3%	0.4%
XONA.DE Exxon Mobil Corporation	0.3%	0.3%
SCHX Schwab U.S. Large-Cap ETF	0.7%	0.0%
CSCO Cisco Systems, Inc.	0.4%	0.3%
ADI Analog Devices, Inc.	0.2%	0.5%
CAT Caterpillar Inc.	0.4%	0.3%
SGOV iShares 0-3 Month…	0.6%	0.1%
TSLA Tesla, Inc.	0.3%	0.3%
VTEB Vanguard Tax-Exempt Bond…	0.3%	0.4%
XLK State Street Technology…	0.2%	0.4%
PANW Palo Alto Networks, Inc.	0.4%	0.2%
CVX Chevron Corporation	0.3%	0.3%
QQQM Invesco NASDAQ 100 ETF	0.3%	0.3%
IWD iShares Russell 1000…	0.2%	0.3%
CB Chubb Limited	0.2%	0.4%
KLAC KLA Corporation	0.4%	0.2%
TJX The TJX Companies, Inc.	0.3%	0.3%
USMV iShares MSCI USA Min Vol…	0.2%	0.4%
UNH UnitedHealth Group…	0.2%	0.4%

विशिष्ट रूप से Cerity Partners LLC

SWAN	0.1%
ISWN	0.0%
XTEN	0.0%
IBOC International…	0.0%
AVNM	0.0%
WLK Westlake Corporation	0.0%
IALT iShares Systematic…	0.0%
GTM ZoomInfo Technologies…	0.0%
GGOV iShares Global…	0.0%
EYE National Vision…	0.0%
SHEN	0.0%
WFG West Fraser Timber…	0.0%
IDT IDT Corporation	0.0%
SEG	0.0%
MBI	0.0%

विशिष्ट रूप से Raymond James…

SDVY First Trust SMID Cap…	0.2%
TMSL T. Rowe Price…	0.1%
JGRO JPMorgan Active…	0.1%
BUFR FT Vest Laddered…	0.1%
RECS Columbia Research…	0.1%
CGBL Capital Group Core…	0.1%
JMBS Janus Henderson…	0.0%
FMDE Fidelity Enhanced Mid…	0.0%
JIVE JPMorgan…	0.0%
JBND JPMorgan Active Bond…	0.0%
JPEF	0.0%
CGCB Capital Group Core…	0.0%
FDVV Fidelity High…	0.0%
BSCS Invesco BulletShares…	0.0%
PTLC Pacer Trendpilot US…	0.0%

स्रोत: दोनों प्रबंधकों की पार्स की गई सामान्य-स्टॉक स्थितियों से लाइव गणना किया गया ओवरलैप Q2 2026. केवल रिपोर्ट किए गए longs — हेज और गैर-13F संपत्तियाँ अदृश्य हैं। कार्यप्रणाली