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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Cerity Partners LLC ⇄ Raymond James Financial Inc

60Shared positions
50.6%Name overlap (Jaccard)
15+Only Cerity…
15+Only Raymond James…

Shared holdings · Q2 2026

SecurityCerity Partners LLC weightRaymond James… weight
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%

Distinctively Cerity Partners LLC

SWAN 0.1%
ISWN 0.0%
XTEN 0.0%
IBOC International… 0.0%
GCAL 0.0%
AVNM 0.0%
IALT iShares Systematic… 0.0%
WLK Westlake Corporation 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%
SEG 0.0%
IDT IDT Corporation 0.0%

Distinctively Raymond James…

SDVY First Trust SMID Cap… 0.2%
JGRO JPMorgan Active… 0.1%
TMSL T. Rowe Price… 0.1%
BUFR FT Vest Laddered… 0.1%
RECS Columbia Research… 0.1%
MFSI 0.1%
CGBL Capital Group Core… 0.1%
FMDE Fidelity Enhanced Mid… 0.0%
JMBS Janus Henderson… 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%
PTLC Pacer Trendpilot US… 0.0%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology