Trade Filings

Antique route map of roads converging on a single obelisk crossroads

Gestore A Gestore B

Cerity Partners LLC ⇄ Wells Fargo & Company/Mn

60Posizioni condivise

52.0%Sovrapposizione di nomi (Jaccard)

15+Solo Cerity…

15+Solo Wells Fargo &…

Posizioni condivise · Q2 2026

Strumento finanziario	Cerity Partners LLC peso	Wells Fargo &… peso
AAPL Apple Inc.	3.4%	3.0%
NVDA NVIDIA Corporation	3.3%	2.0%
IVV iShares Core S&P 500 ETF	2.5%	2.7%
VOO Vanguard S&P 500 ETF	4.4%	0.8%
MSFT Microsoft Corporation	1.9%	2.2%
SPY State Street SPDR S&P 500…	2.0%	1.6%
GOOGL Alphabet Inc.	1.6%	1.8%
AVGO Broadcom Inc.	1.4%	1.7%
AMZN Amazon.com, Inc.	1.5%	1.4%
IEFA iShares Core MSCI EAFE ETF	1.4%	1.5%
GOOG Alphabet Inc.	1.5%	1.1%
VEA Vanguard FTSE Developed…	1.9%	0.7%
AGG iShares Core U.S.…	1.2%	1.1%
ITOT iShares Core S&P Total…	0.4%	1.9%
JPM JPMorgan Chase & Co.	0.8%	1.3%
VO Vanguard Morningstar…	0.6%	1.5%
LLY Eli Lilly and Company	1.1%	1.0%
IEMG iShares Core MSCI…	0.7%	1.3%
META Meta Platforms, Inc.	0.9%	1.0%
QQQ Invesco QQQ Trust, Series…	0.7%	0.9%
PG The Procter & Gamble…	1.1%	0.4%
VTI Vanguard Morningstar…	1.0%	0.4%
JNJ Johnson & Johnson	0.6%	0.8%
IJH iShares Core S&P Mid-Cap…	0.6%	0.8%
V Visa Inc.	0.5%	0.8%
QUAL iShares MSCI USA Quality…	1.0%	0.1%
CSCO Cisco Systems, Inc.	0.4%	0.8%
IWF iShares Russell 1000…	0.7%	0.4%
AMD Advanced Micro Devices…	0.5%	0.6%
IJR iShares Core S&P…	0.6%	0.4%
XLK State Street Technology…	0.2%	0.8%
COST Costco Wholesale…	0.5%	0.5%
IWR iShares Russell Mid-Cap…	0.1%	0.9%
WMT Walmart Inc.	0.4%	0.6%
MU Micron Technology, Inc.	0.4%	0.6%
RSP Invesco S&P 500 Equal…	0.7%	0.2%
VUG Vanguard Morningstar…	0.6%	0.4%
BRK-B Berkshire Hathaway Inc.	0.5%	0.4%
VTV Vanguard Morningstar…	0.5%	0.3%
IWM iShares Russell 2000 ETF	0.2%	0.6%
LRCX Lam Research Corporation	0.3%	0.6%
ABBV AbbVie Inc.	0.4%	0.4%
TSM Taiwan Semiconductor…	0.4%	0.4%
CVX Chevron Corporation	0.3%	0.5%
PANW Palo Alto Networks, Inc.	0.4%	0.4%
VWO Vanguard FTSE Emerging…	0.3%	0.4%
CAT Caterpillar Inc.	0.4%	0.4%
ADI Analog Devices, Inc.	0.2%	0.6%
HD The Home Depot, Inc.	0.3%	0.4%
GE GE Aerospace	0.3%	0.4%
IDEV iShares Core MSCI…	0.7%	0.0%
VIG Vanguard Dividend…	0.3%	0.4%
GSLC Goldman Sachs ActiveBeta…	0.0%	0.7%
SCHX Schwab U.S. Large-Cap ETF	0.7%	0.0%
TSLA Tesla, Inc.	0.3%	0.3%
XONA.DE Exxon Mobil Corporation	0.3%	0.3%
AMGN Amgen Inc.	0.2%	0.5%
MA Mastercard Incorporated	0.2%	0.4%
BAC Bank of America…	0.3%	0.3%
BLK BlackRock, Inc.	0.2%	0.4%

In modo distintivo Cerity Partners LLC

OAKM	0.1%
ISWN	0.0%
BAPR	0.0%
POCT	0.0%
XTEN	0.0%
AVNM	0.0%
FISR	0.0%
EMHC	0.0%
BDEC	0.0%
BNOV	0.0%
JVAL	0.0%
BOCT	0.0%
BSEP	0.0%
BAUG	0.0%
EFAX	0.0%

In modo distintivo Wells Fargo &…

PDBC Invesco Optimum Yield…	0.2%
FMDE Fidelity Enhanced Mid…	0.2%
FTGC First Trust Global…	0.1%
SDVY First Trust SMID Cap…	0.1%
CGBL Capital Group Core…	0.1%
FELG Fidelity Enhanced…	0.1%
JPIE JPMorgan Income ETF	0.1%
BDYN iShares Dynamic…	0.0%
GSY Invesco Ultra Short…	0.0%
CGGE Capital Group Global…	0.0%
FV First Trust Dorsey…	0.0%
HYLB Xtrackers USD High…	0.0%
PVAL Putnam Focused Large…	0.0%
UCON First Trust Smith…	0.0%
CMDT	0.0%

Provenienza: Sovrapposizione calcolata in tempo reale dalle posizioni in azioni ordinarie analizzate di entrambi i manager per Q2 2026. Solo posizioni lunghe dichiarate — hedging e asset non soggetti a 13F non sono visibili. Metodologia

Confronta gestori

Cerity Partners LLC ⇄ Wells Fargo & Company/Mn

Posizioni condivise · Q2 2026

In modo distintivo Cerity Partners LLC

In modo distintivo Wells Fargo &…