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
OLED
Universal Display Corp Pa

Technology
40
+ 40.0%
$146.2 - $213.81 $5.85K - $8.55K
140 $20K
EXC
Exelon Corp

Utilities
1
+ 0.23%
$36.22 - $40.97 $36.2 - $41
435 $16K
VDC
Vanguard Consumer Staples ETF

ETFs
3
+ 1.2%
$210.96 - $223.62 $633 - $671
252 $53K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1
+ 5.88%
$97.29 - $122.68 $97.3 - $123
18 $1K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
223
+ 100.0%
$18.41 - $40.87 $4.11K - $9.11K
446 $8K
FNDA
Schwab Fundamental U S Small C

ETFs
1.25K
+ 100.0%
$29.26 - $59.11 $36.4K - $73.6K
2.49K $73K
MUB
Ishares National Muni Bond ETF

ETFs
6
+ 1.03%
$105.78 - $108.7 $635 - $652
587 $62K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
15
+ 1.43%
$46.52 - $48.32 $698 - $725
1.06K $49K
SLVP
Ishares Msci Global Silver And

ETFs
3
+ 0.95%
$11.44 - $15.55 $34.3 - $46.7
318 $3K
SO
Southern CO

Utilities
2
+ 0.7%
$81.5 - $94.15 $163 - $188
287 $23K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
13
+ 1.29%
$43.02 - $47.32 $559 - $615
1.02K $44K
RTX
Raytheon Technologies Corp

Industrials
17
+ 2.5%
$114.45 - $127.21 $1.95K - $2.16K
696 $80K
PICK
Ishares Inc Msci Global Select

ETFs
5
+ 2.11%
$34.86 - $43.59 $174 - $218
242 $8K
VPU
Vanguard Utilities ETF

ETFs
5
+ 1.5%
$160.52 - $179.11 $803 - $896
338 $55K
VLO
Valero Energy Corp

Energy
15
+ 4.52%
$118.59 - $144.02 $1.78K - $2.16K
347 $42K
TTEK
Tetra Tech Inc

Industrials
80
+ 10.67%
$39.8 - $50.52 $3.18K - $4.04K
830 $33K
LOW
Lowes Companies Inc

Consumer Cyclical
8
+ 5.33%
$244.52 - $284.07 $1.96K - $2.27K
158 $38K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
64
+ 5.67%
$58.88 - $64.8 $3.77K - $4.15K
1.19K $70K
UBER
Uber Technologies, Inc

Technology
28
+ 9.33%
$59.93 - $86.34 $1.68K - $2.42K
328 $19K
DHI
Horton D R Inc

Consumer Cyclical
12
+ 12.0%
$137.24 - $194.56 $1.65K - $2.33K
112 $15K
MCD
Mcdonalds Corp

Consumer Cyclical
6
+ 1.4%
$288.47 - $316.54 $1.73K - $1.9K
435 $126K
PSX
Phillips 66

Energy
15
+ 4.69%
$110.35 - $138.93 $1.66K - $2.08K
335 $38K
CSX
Csx Corp

Industrials
1
+ 0.07%
$31.58 - $36.88 $31.6 - $36.9
1.48K $47K
PEP
Pepsico Inc

Consumer Defensive
12
+ 2.92%
$151.29 - $176.1 $1.82K - $2.11K
423 $64K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
10
+ 0.2%
$113.92 - $127.38 $1.14K - $1.27K
5K $575K
KO
Coca Cola CO

Consumer Defensive
32
+ 2.6%
$61.74 - $71.71 $1.98K - $2.29K
1.26K $78K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1
+ 0.03%
$44.04 - $49.49 $44 - $49.5
3.19K $140K
DVY
Ishares Tr

ETFs
133
+ 1.33%
$129.55 - $143.41 $17.2K - $19.1K
10.1K $1.33M
UNH
Unitedhealth Group Inc

Healthcare
1
+ 0.22%
$485.52 - $625.25 $486 - $625
463 $234K
EFA
Ishares Tr Msci Eafe ETF

ETFs
36
+ 0.59%
$75.1 - $82.99 $2.7K - $2.99K
6.17K $466K
IEFA
Ishares Tr

ETFs
78
+ 1.08%
$70.06 - $77.43 $5.46K - $6.04K
7.3K $513K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.04K
+ 3.81%
$55.45 - $61.08 $113K - $125K
55.6K $3.08M
VEA
Vanguard Ftse Developed Market

ETFs
6.87K
+ 3.78%
$47.57 - $52.44 $327K - $360K
188K $9.01M
VEU
Vanguard Ftse All World Ex Us

ETFs
457K
+ 8.96%
$57.29 - $63.1 $26.2M - $28.8M
5.56M $319M
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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