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
Atlas Energy Solutions Inc
523
+ 62.94%
N/A
1.35K $0
HD
Home Depot, Inc.

Consumer Cyclical
12
+ 4.27%
$385.02 - $431.37 $4.62K - $5.18K
293 $113K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2
+ 1.37%
$33.77 - $44.09 $67.5 - $88.2
148 $5K
MET
Metlife Inc

Financial Services
1
+ 3.33%
$78.15 - $88.25 $78.2 - $88.3
31 $2K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
1
+ 7.14%
$104.34 - $118.84 $104 - $119
15 $1K
Grail Inc
16
+ 400.0%
N/A
20 $0
AJG
Arthur J. Gallagher & Co.

Financial Services
1
+ 0.9%
$278.49 - $315.16 $278 - $315
112 $31K
EMN
Eastman Chemical CO

Basic Materials
1
+ 4.76%
$90.03 - $110.64 $90 - $111
22 $2K
OGN
Organon & Co.

Healthcare
4
+ 66.67%
$14.44 - $18.83 $57.8 - $75.3
10 $0
STWD
Starwood Property Trust, Inc.

Real Estate
3
+ 2.88%
$18.95 - $20.37 $56.8 - $61.1
107 $2K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
1
+ 1.22%
$47.26 - $48.18 $47.3 - $48.2
83 $3K
PBI
Pitney Bowes Inc

Industrials
100
+ 33.9%
$6.74 - $8.2 $674 - $820
395 $2K
WSFS
Wsfs Financial Corp

Financial Services
1
+ 0.93%
$48.57 - $61.09 $48.6 - $61.1
108 $5K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
43
+ 1.07%
$19.38 - $19.58 $833 - $842
4.05K $78K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4
+ 1.45%
$81.68 - $82.93 $327 - $332
279 $22K
UGI
Ugi Corp

Utilities
1
+ 1.49%
$23.24 - $30.37 $23.2 - $30.4
68 $1K
EMB
Ishares Tr

ETFs
4
+ 2.0%
$88.94 - $93.46 $356 - $374
204 $18K
PARA
Paramount Global

Communication Services
1
+ 2.94%
$10.27 - $11.57 $10.3 - $11.6
35 $0
RZV
Invesco Fd Tr

ETFs
1
+ 1.52%
$105.77 - $119.36 $106 - $119
67 $7K
RZG
Invesco Fd Tr S&P Smallcap 600
1
+ 0.76%
N/A
133 $0
RFV
Invesco Exchange Traded Fd Tr

ETFs
1
+ 1.28%
$116.09 - $131.23 $116 - $131
79 $9K
FILL
Ishares Inc Msci Global Energy

ETFs
3
+ 4.29%
$22.16 - $26.33 $66.5 - $79
73 $1K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1
+ 1.69%
$51.54 - $52.55 $51.5 - $52.6
60 $3K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1
+ 0.85%
$20.98 - $21.19 $21 - $21.2
118 $2K
LHX
L3 Harris Technologies, Inc.

Industrials
8
+ 9.52%
$208.94 - $264.22 $1.67K - $2.11K
92 $19K
IGT
International Game Technology PLC

Consumer Cyclical
1
+ 1.22%
$17.07 - $21.4 $17.1 - $21.4
83 $1K
SRE
Sempra Energy

Utilities
1
+ 1.11%
$80.81 - $94.77 $80.8 - $94.8
91 $7K
Siriusxm Holdings Inc
22
+ 95.65%
N/A
45 $0
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
44
+ 1.1%
$19.42 - $19.76 $854 - $869
4.05K $78K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
8
+ 1.74%
$23.25 - $23.56 $186 - $188
469 $10K
BSJR
Invesco Indx Tr

ETFs
9
+ 1.92%
$22.37 - $22.7 $201 - $204
477 $10K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
2
+ 2.94%
$56.61 - $61.63 $113 - $123
70 $3K
VDC
Vanguard Consumer Staples ETF

ETFs
3
+ 1.2%
$210.96 - $223.62 $633 - $671
252 $53K
FNDA
Schwab Fundamental U S Small C

ETFs
1.25K
+ 100.0%
$29.26 - $59.11 $36.4K - $73.6K
2.49K $73K
MMM
3 M CO

Industrials
1
+ 1.22%
$124.74 - $137.12 $125 - $137
83 $10K
OLED
Universal Display Corp Pa

Technology
40
+ 40.0%
$146.2 - $213.81 $5.85K - $8.55K
140 $20K
FNDX
Schwab Fundamental U S Large C

ETFs
2.91K
+ 200.0%
$23.49 - $71.77 $68.3K - $209K
4.36K $103K
EXC
Exelon Corp

Utilities
1
+ 0.23%
$36.22 - $40.97 $36.2 - $41
435 $16K
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
MUB
Ishares National Muni Bond ETF

ETFs
6
+ 1.03%
$105.78 - $108.7 $635 - $652
587 $62K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
223
+ 100.0%
$18.41 - $40.87 $4.11K - $9.11K
446 $8K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
1
+ 5.88%
$97.29 - $122.68 $97.3 - $123
18 $1K
QCOM
Qualcomm Inc

Technology
1
+ 0.57%
$150.4 - $178.04 $150 - $178
177 $27K
PICK
Ishares Inc Msci Global Select

ETFs
5
+ 2.11%
$34.86 - $43.59 $174 - $218
242 $8K
VLO
Valero Energy Corp

Energy
15
+ 4.52%
$118.59 - $144.02 $1.78K - $2.16K
347 $42K
VPU
Vanguard Utilities ETF

ETFs
5
+ 1.5%
$160.52 - $179.11 $803 - $896
338 $55K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
13
+ 1.29%
$43.02 - $47.32 $559 - $615
1.02K $44K
SO
Southern CO

Utilities
2
+ 0.7%
$81.5 - $94.15 $163 - $188
287 $23K
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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