Cbiz Investment Advisory Services, LLC Purchases in Q4 2024

Cbiz Investment Advisory Services, LLC

  • $2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.1M
+ 21.39%
$71.75 - $75.11 $79.3M - $83M
6.27M $451M
VUG
Vanguard Growth ETF

ETFs
15.1K
+ 1.79%
$378.79 - $428.11 $5.7M - $6.45M
857K $352M
VTV
Vanguard Value ETF

ETFs
75K
+ 3.96%
$168.32 - $181.87 $12.6M - $13.6M
1.97M $333M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
7.19K
New
$201.32 - $217.44 $1.45M - $1.56M
7.19K $1.49M
HYG
Ishares Tr

ETFs
24.9K
+ 8.72%
$78.09 - $80.04 $1.94M - $1.99M
310K $24.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
28.6K
+ 10.46%
$80.13 - $83.77 $2.3M - $2.4M
303K $24.3M
VO
Vanguard Mid Cap ETF

ETFs
3.88K
+ 1.18%
$261.5 - $284.63 $1.02M - $1.11M
333K $87.9M
LQD
Ishares Iboxx $ Investment Gra

ETFs
8.54K
New
$106.56 - $113.11 $910K - $966K
8.54K $912K
VB
Vanguard Small Cap ETF

ETFs
1.18K
+ 0.94%
$233.76 - $261.58 $275K - $307K
126K $30.3M
BAC
Bank Of America Corp

Financial Services
6.46K
+ 530.02%
$39.22 - $47.77 $253K - $309K
7.68K $337K
IWF
Ishares Russell 1000 Gr ETF

ETFs
37
+ 1.21%
$370.24 - $418.94 $13.7K - $15.5K
3.1K $1.25M
BSX
Boston Scientific Corp

Healthcare
900
+ 41.28%
$83.62 - $91.5 $75.3K - $82.4K
3.08K $275K
VZ
Verizon Communications Inc

Communication Services
1.98K
+ 556.62%
$39.6 - $45.21 $78.2K - $89.3K
2.33K $93K
TSLA
Tesla, Inc.

Consumer Cyclical
68
+ 19.65%
$213.65 - $479.86 $14.5K - $32.6K
414 $167K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
190
+ 14.43%
$442.29 - $483.08 $84K - $91.8K
1.51K $683K
T
At&T Inc.

Communication Services
2.6K
+ 276.97%
$21.22 - $23.88 $55.1K - $62K
3.54K $80K
RGEN
Repligen Corp

Healthcare
400
New
$123.41 - $160.92 $49.4K - $64.4K
400 $57K
NVDA
Nvidia Corp

Technology
175
+ 6.72%
$117.0 - $148.88 $20.5K - $26.1K
2.78K $373K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.04%
$161.86 - $196.66 $162 - $197
2.41K $455K
BNDX
Vanguard Total International B

ETFs
1.09K
New
$48.91 - $50.61 $53.3K - $55.2K
1.09K $53K
MRNA
Moderna, Inc.

Healthcare
1.1K
+ 4400.0%
$36.85 - $63.93 $40.5K - $70.3K
1.13K $46K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
364
+ 163.23%
$104.54 - $137.94 $38.1K - $50.2K
587 $71K
X
United States Steel Corp

Basic Materials
1.1K
New
$30.14 - $42.31 $33.2K - $46.5K
1.1K $37K
MO
Altria Group, Inc.

Consumer Defensive
627
+ 895.71%
$49.06 - $57.74 $30.8K - $36.2K
697 $36K
GIS
General Mills Inc

Consumer Defensive
474
New
$62.78 - $74.62 $29.8K - $35.4K
474 $30K
GE
General Electric CO

Industrials
173
New
$159.95 - $194.23 $27.7K - $33.6K
173 $28K
HALO
Halozyme Therapeutics, Inc.

Healthcare
600
New
$42.57 - $61.09 $25.5K - $36.7K
600 $28K
SIVR
Abrdn Silver ETF Trust

ETFs
990
New
$27.61 - $33.22 $27.3K - $32.9K
990 $27K
META
Meta Platforms, Inc.

Communication Services
41
+ 28.67%
$554.08 - $632.68 $22.7K - $25.9K
184 $108K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
428
New
$56.06 - $61.35 $24K - $26.3K
428 $24K
LMT
Lockheed Martin Corp

Industrials
68
+ 75.56%
$479.66 - $614.62 $32.6K - $41.8K
158 $76K
ET
Energy Transfer LP

Energy
843
+ 47.6%
$16.05 - $19.86 $13.5K - $16.7K
2.61K $51K
CMI
Cummins Inc

Industrials
65
New
$324.93 - $383.42 $21.1K - $24.9K
65 $22K
XOM
Exxon Mobil Corp

Energy
253
+ 36.25%
$105.51 - $125.37 $26.7K - $31.7K
951 $102K
MTDR
Matador Resources CO

Energy
385
New
$50.33 - $60.91 $19.4K - $23.5K
385 $21K
CGNX
Cognex Corp

Technology
569
+ 129.91%
$35.61 - $43.05 $20.3K - $24.5K
1.01K $36K
DIS
Walt Disney CO

Communication Services
24
+ 2.68%
$92.39 - $117.6 $2.22K - $2.82K
918 $102K
YOU
Clear Secure, Inc.

Technology
666
New
$25.61 - $38.45 $17.1K - $25.6K
666 $17K
MSA
Msa Safety Inc

Industrials
103
New
$163.63 - $178.77 $16.9K - $18.4K
103 $17K
BMY
Bristol Myers Squibb CO

Healthcare
310
+ 775.0%
$51.92 - $59.94 $16.1K - $18.6K
350 $19K
C
Citigroup Inc

Financial Services
63
+ 4.88%
$61.31 - $72.5 $3.86K - $4.57K
1.35K $95K
HAL
Halliburton CO

Energy
566
+ 1572.22%
$25.77 - $31.99 $14.6K - $18.1K
602 $16K
ILMN
Illumina, Inc.

Healthcare
114
+ 407.14%
$128.99 - $155.15 $14.7K - $17.7K
142 $18K
CHK
Chesapeake Energy Corp

Energy
173
New
$81.46 - $87.57 $14.1K - $15.1K
173 $14K
IRBO
Ishares Robotics & Artificial

ETFs
462
New
N/A
462 $14K
HON
Honeywell International Inc

Industrials
1
+ 0.14%
$202.84 - $236.0 $203 - $236
710 $160K
NBIX
Neurocrine Biosciences Inc

Healthcare
100
New
$111.62 - $139.44 $11.2K - $13.9K
100 $13K
PATK
Patrick Industries Inc

Consumer Cyclical
177
+ 708.0%
$82.71 - $146.16 $14.6K - $25.9K
202 $16K
D
Dominion Energy, Inc

Utilities
260
+ 100.39%
$52.63 - $60.92 $13.7K - $15.8K
519 $27K
Activity Summary
Buys All Purchases 335 New Holdings 115 Increased Positions 220 Sells All Sells 54 Reductions 53 Sold out 1 Options Calls 0 Puts 0
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