Cbiz Investment Advisory Services, LLC New Holdings in Q4 2024

Cbiz Investment Advisory Services, LLC

  • $2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WDAY
Workday, Inc.

Technology
7
New
$233.85 - $279.91 $1.64K - $1.96K
7 $1K
LNG
Cheniere Energy, Inc.

Energy
9
New
$181.07 - $225.92 $1.63K - $2.03K
9 $1K
UDR
Udr, Inc.

Real Estate
44
New
$41.3 - $46.33 $1.82K - $2.04K
44 $1K
IQV
Iqvia Holdings Inc.

Healthcare
10
New
$190.97 - $236.63 $1.91K - $2.37K
10 $1K
PSA
Public Storage

Real Estate
6
New
$289.33 - $360.21 $1.74K - $2.16K
6 $1K
FTNT
Fortinet, Inc.

Technology
21
New
$76.49 - $99.21 $1.61K - $2.08K
21 $1K
LGND
Ligand Pharmaceuticals Inc

Healthcare
16
New
$99.95 - $129.9 $1.6K - $2.08K
16 $1K
MTB
M&T Bank Corp

Financial Services
9
New
$172.48 - $221.95 $1.55K - $2K
9 $1K
MPC
Marathon Petroleum Corp

Energy
13
New
$131.65 - $174.84 $1.71K - $2.27K
13 $1K
SBAC
Sba Communications Corp

Real Estate
9
New
$198.24 - $249.31 $1.78K - $2.24K
9 $1K
MYGN
Myriad Genetics Inc

Healthcare
100
New
$13.17 - $27.03 $1.32K - $2.7K
100 $1K
VTR
Ventas, Inc.

Real Estate
24
New
$57.73 - $66.48 $1.39K - $1.6K
24 $1K
OPK
Opko Health, Inc.

Healthcare
698
New
$1.4 - $1.64 $977 - $1.14K
698 $1K
COP
Conocophillips

Energy
19
New
$95.12 - $114.72 $1.81K - $2.18K
19 $1K
BBY
Best Buy CO Inc

Consumer Cyclical
23
New
$85.2 - $101.35 $1.96K - $2.33K
23 $1K
CI
Cigna Corp

Healthcare
6
New
$265.59 - $358.58 $1.59K - $2.15K
6 $1K
WAT
Waters Corp

Healthcare
5
New
$323.11 - $392.01 $1.62K - $1.96K
5 $1K
UNP
Union Pacific Corp

Industrials
8
New
$223.15 - $249.32 $1.79K - $1.99K
8 $1K
OXY
Occidental Petroleum Corp

Energy
40
New
$45.36 - $55.91 $1.81K - $2.24K
40 $1K
NVO
Novo Nordisk A S

Healthcare
14
New
$85.0 - $120.04 $1.19K - $1.68K
14 $1K
NOC
Northrop Grumman Corp

Industrials
4
New
$466.52 - $543.88 $1.87K - $2.18K
4 $1K
NSC
Norfolk Southern Corp

Industrials
7
New
$230.6 - $277.0 $1.61K - $1.94K
7 $1K
LEN
Lennar Corp

Consumer Cyclical
12
New
$136.2 - $188.96 $1.63K - $2.27K
12 $1K
INTU
Intuit Inc

Technology
3
New
$602.01 - $706.25 $1.81K - $2.12K
3 $1K
CLX
Clorox CO

Consumer Defensive
12
New
$156.51 - $169.74 $1.88K - $2.04K
12 $1K
HUM
Humana Inc

Healthcare
7
New
$233.89 - $304.18 $1.64K - $2.13K
7 $1K
CPB
Campbell Soup CO

Consumer Defensive
43
New
$41.42 - $48.71 $1.78K - $2.09K
43 $1K
BURL
Burlington Stores, Inc.

Consumer Cyclical
7
New
$242.7 - $295.49 $1.7K - $2.07K
7 $1K
AMGN
Amgen Inc

Healthcare
7
New
$258.78 - $328.31 $1.81K - $2.3K
7 $1K
ELV
Elevance Health, Inc.

Healthcare
5
New
$365.96 - $514.62 $1.83K - $2.57K
5 $1K
APP
App Lovin Corp

Technology
6
New
$130.67 - $401.5 $784 - $2.41K
6 $1K
AMRN
Amarin Corp Plcuk

Healthcare
100
New
$0.44 - $0.63 $44 - $63
100 $0
AVNS
Avanos Medical, Inc.

Healthcare
23
New
$15.58 - $23.61 $358 - $543
23 $0
Brainstorm Cell Therapeutics
13
New
N/A
13 $0
Brookfield Infrastructure CO
754
New
N/A
754 $0
Lam Research Corp
1.3K
New
N/A
1.3K $0
ASRT
Assertio Holdings, Inc.

Healthcare
17
New
$0.81 - $1.16 $13.8 - $19.7
17 $0
Durect Corp
360
New
N/A
360 $0
Curis Inc
5
New
N/A
5 $0
CYH
Community Health Systems Inc

Healthcare
6
New
$2.99 - $5.99 $17.9 - $35.9
6 $0
TRGP
Targa Resources Corp.

Energy
3
New
$150.58 - $207.69 $452 - $623
3 $0
Pluri Inc
7
New
N/A
7 $0
CC
Chemours CO

Basic Materials
20
New
$16.82 - $21.94 $336 - $439
20 $0
BHC
Bausch Health Companies Inc.

Healthcare
100
New
$7.34 - $9.78 $734 - $978
100 $0
VST
Vistra Corp.

Utilities
4
New
$115.74 - $166.61 $463 - $666
4 $0
PRTA
Prothena Corp Public LTD CO

Healthcare
2
New
$11.95 - $18.35 $23.9 - $36.7
2 $0
OABI
Omniab Inc Com
78
New
N/A
78 $0
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
71
New
$0.65 - $2.08 $46.2 - $148
71 $0
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
3
New
$232.27 - $300.43 $697 - $901
3 $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