Cbiz Investment Advisory Services, LLC Incresed Positions in Q4 2024

Cbiz Investment Advisory Services, LLC

  • $2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTRS
Viatris Inc

Healthcare
265
+ 913.79%
$11.32 - $13.37 $3K - $3.54K
294 $3K
SSTK
Shutterstock, Inc.

Communication Services
168
+ 38.71%
$29.25 - $34.57 $4.91K - $5.81K
602 $18K
DOW
Dow Inc.

Basic Materials
79
+ 263.33%
$39.1 - $55.34 $3.09K - $4.37K
109 $4K
CBT
Cabot Corp

Basic Materials
83
+ 39.34%
$90.64 - $117.0 $7.52K - $9.71K
294 $26K
UFPI
Ufp Industries Inc

Basic Materials
51
+ 38.35%
$112.19 - $139.02 $5.72K - $7.09K
184 $20K
CFG
Citizens Financial Group Inc

Financial Services
53
+ 20.08%
$39.92 - $48.46 $2.12K - $2.57K
317 $13K
COIN
Coinbase Global, Inc.

Technology
7
+ 36.84%
$163.17 - $343.62 $1.14K - $2.41K
26 $6K
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.65K
+ 200.0%
$22.4 - $68.28 $81.7K - $249K
5.47K $126K
PEAK
Healthpeak Properties, Inc.

Real Estate
139
+ 129.91%
N/A
246 $4K
MSFT
Microsoft Corp

Technology
37
+ 2.49%
$406.35 - $454.46 $15K - $16.8K
1.52K $640K
DDOG
Datadog, Inc.

Technology
13
+ 260.0%
$113.98 - $168.65 $1.48K - $2.19K
18 $2K
IBM
International Business Machines Corp

Technology
9
+ 4.57%
$204.9 - $238.04 $1.84K - $2.14K
206 $45K
CCI
Crown Castle International Corp

Real Estate
35
+ 194.44%
$89.78 - $119.11 $3.14K - $4.17K
53 $4K
EL
Estee Lauder Companies Inc

Consumer Defensive
18
+ 200.0%
$62.74 - $97.24 $1.13K - $1.75K
27 $2K
CEG
Constellation Energy Corp

Utilities
7
+ 233.33%
$224.28 - $285.52 $1.57K - $2K
10 $2K
ORCL
Oracle Corp

Technology
20
+ 3.44%
$165.41 - $192.43 $3.31K - $3.85K
601 $100K
PYPL
Pay Pal Holdings, Inc.

Financial Services
23
+ 328.57%
$77.25 - $91.3 $1.78K - $2.1K
30 $2K
BC
Brunswick Corp

Consumer Cyclical
96
+ 38.55%
$64.5 - $85.95 $6.19K - $8.25K
345 $22K
WING
Wingstop Inc.

Consumer Cyclical
35
+ 62.5%
$281.09 - $422.95 $9.84K - $14.8K
91 $25K
CTRA
Coterra Energy Inc.

Energy
75
+ 94.94%
$22.71 - $27.63 $1.7K - $2.07K
154 $3K
CAG
Conagra Brands Inc.

Consumer Defensive
58
+ 386.67%
$26.48 - $32.72 $1.54K - $1.9K
73 $2K
NSP
Insperity, Inc.

Industrials
44
+ 38.26%
$72.51 - $88.91 $3.19K - $3.91K
159 $12K
ACN
Accenture PLC

Technology
6
+ 12.5%
$343.9 - $376.86 $2.06K - $2.26K
54 $18K
PG
Procter & Gamble CO

Consumer Defensive
13
+ 15.29%
$161.05 - $179.7 $2.09K - $2.34K
98 $16K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
9
+ 24.32%
$180.39 - $205.43 $1.62K - $1.85K
46 $8K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
229
+ 117.44%
$8.24 - $11.07 $1.89K - $2.54K
424 $3K
PFE
Pfizer Inc

Healthcare
106
+ 26.57%
$24.8 - $30.19 $2.63K - $3.2K
505 $13K
SNOW
Snowflake Inc.

Technology
3
+ 7.32%
$109.65 - $186.51 $329 - $560
44 $6K
PM
Philip Morris International Inc.

Consumer Defensive
16
+ 66.67%
$118.38 - $133.06 $1.89K - $2.13K
40 $4K
IEMG
Ishares Inc

ETFs
26
+ 2.1%
N/A
1.27K $67K
GM
General Motors CO

Consumer Cyclical
1
+ 0.77%
$44.82 - $60.2 $44.8 - $60.2
131 $6K
ST
Sensata Technologies Holding PLC

Technology
172
+ 38.57%
$27.12 - $36.49 $4.66K - $6.28K
618 $16K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
8
+ 1.7%
$23.02 - $23.23 $184 - $186
478 $11K
RPG
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.44%
$38.88 - $44.07 $38.9 - $44.1
228 $9K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
39
+ 0.37%
$20.6 - $20.71 $803 - $808
10.5K $216K
XLF
Financial Sector Spdr

ETFs
1
+ 0.32%
$44.89 - $51.34 $44.9 - $51.3
314 $15K
DVN
Devon Energy Corp

Energy
31
+ 64.58%
$30.52 - $42.96 $946 - $1.33K
79 $2K
DHR
Danaher Corp

Healthcare
8
+ 160.0%
$226.16 - $274.52 $1.81K - $2.2K
13 $2K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
9
+ 1.57%
$91.29 - $91.8 $822 - $826
581 $53K
DE
Deere & CO

Industrials
1
+ 0.95%
$389.45 - $466.0 $389 - $466
106 $44K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1
+ 2.04%
$563.99 - $620.12 $564 - $620
50 $28K
EXPI
Exp World Holdings, Inc.

Real Estate
386
+ 38.64%
$11.51 - $14.77 $4.44K - $5.7K
1.39K $15K
SCVL
Shoe Carnival Inc

Consumer Cyclical
200
+ 38.54%
$32.69 - $41.93 $6.54K - $8.39K
719 $23K
ALL
Allstate Corp

Financial Services
1
+ 0.67%
$181.25 - $208.2 $181 - $208
151 $29K
SCHA
Schwab Strategic Tr Us Small C

ETFs
794
+ 100.0%
$25.33 - $51.16 $20.1K - $40.6K
1.59K $41K
BKR
Baker Hughes CO

Energy
1
+ 0.36%
$35.98 - $44.88 $36 - $44.9
280 $11K
CHTR
Charter Communications, Inc.

Communication Services
4
+ 30.77%
$315.38 - $408.02 $1.26K - $1.63K
17 $5K
SBUX
Starbucks Corp

Consumer Cyclical
20
+ 18.69%
$87.44 - $102.5 $1.75K - $2.05K
127 $11K
Kenvue Inc
84
+ 131.25%
N/A
148 $0
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
Track This Portfolio

Track Cbiz Investment Advisory Services, LLC Portfolio

Follow Cbiz Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cbiz Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cbiz Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email