Cbiz Investment Advisory Services, LLC Sells in Q2 2024

Cbiz Investment Advisory Services, LLC

  • $1.8 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
-227K
- 41.33%
$234.99 - $248.98 $53.3M - $56.5M
322K $78M
VB
Vanguard Small Cap ETF

ETFs
-85.4K
- 40.73%
$210.76 - $226.94 $18M - $19.4M
124K $27.1M
VCIT
Vanguard Intermediate Term Cor

ETFs
-194K
- 42.12%
$77.99 - $80.49 $15.2M - $15.6M
267K $21.4M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-66K
- 99.9%
$87.24 - $97.37 $5.76M - $6.42M
68 $6K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-99.4K
- 99.93%
$54.72 - $58.75 $5.44M - $5.84M
67 $3K
VOE
Vanguard Mid Cap Value Index F

ETFs
-3K
- 15.77%
$146.82 - $155.77 $440K - $467K
16K $2.41M
VONE
Vanguard Russell 1000 ETF

ETFs
-2.71K
- 13.93%
$225.44 - $247.94 $610K - $671K
16.7K $4.12M
VTI
Vanguard Total Stock Market Et

ETFs
-3.42K
- 4.26%
$245.23 - $269.4 $838K - $921K
76.8K $20.6M
VONV
Vanguard Russell 1000 Value Et

ETFs
-14
- 0.02%
$74.36 - $78.65 $1.04K - $1.1K
64.7K $4.96M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.46K
- 57.62%
$60.46 - $64.81 $88.3K - $94.6K
1.07K $66K
MCD
Mcdonalds Corp

Consumer Cyclical
-100
- 18.9%
$249.37 - $280.22 $24.9K - $28K
429 $109K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-553
- 28.34%
$58.71 - $63.6 $32.5K - $35.2K
1.4K $85K
CBZ
Cbiz, Inc.

Industrials
-65
- 1.19%
$71.18 - $78.99 $4.63K - $5.13K
5.39K $399K
ABBV
Abb Vie Inc.

Healthcare
-89
- 10.06%
$154.79 - $180.76 $13.8K - $16.1K
796 $136K
NEE
Nextera Energy Inc

Utilities
-323
- 80.75%
$61.7 - $80.02 $19.9K - $25.8K
77 $5K
SYK
Stryker Corp

Healthcare
-50
- 50.0%
$324.3 - $354.67 $16.2K - $17.7K
50 $17K
MRK
Merck & Co., Inc.

Healthcare
-100
- 38.31%
$123.8 - $132.96 $12.4K - $13.3K
161 $19K
NKE
Nike, Inc.

Consumer Cyclical
-112
- 38.36%
$75.37 - $97.18 $8.44K - $10.9K
180 $13K
IGT
International Game Technology PLC

Consumer Cyclical
-598
- 87.94%
$19.1 - $22.03 $11.4K - $13.2K
82 $1K
ABT
Abbott Laboratories

Healthcare
-100
- 31.15%
$100.73 - $112.44 $10.1K - $11.2K
221 $22K
AMT
American Tower Corp

Real Estate
-59
- 25.32%
$171.0 - $200.41 $10.1K - $11.8K
174 $33K
AMD
Advanced Micro Devices Inc

Technology
-20
- 3.67%
$144.27 - $183.34 $2.89K - $3.67K
525 $85K
LLY
Eli Lilly & CO

Healthcare
-100
- 16.21%
$724.87 - $909.04 $72.5K - $90.9K
517 $468K
PEG
Public Service Enterprise Group Inc

Utilities
-251
- 25.38%
$64.28 - $75.76 $16.1K - $19K
738 $54K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-131
- 15.88%
$65.44 - $71.94 $8.57K - $9.42K
694 $45K
PLD
Prologis, Inc.

Real Estate
-75
- 40.76%
$101.88 - $127.92 $7.64K - $9.59K
109 $12K
STVN
Stevanato Group S.P.A.

Healthcare
-15
- 2.08%
$16.93 - $31.33 $254 - $470
706 $12K
T
At&T Inc.

Communication Services
-604
- 47.19%
$16.09 - $19.11 $9.72K - $11.5K
676 $12K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-124
- 45.93%
$72.44 - $82.58 $8.98K - $10.2K
146 $11K
KO
Coca Cola CO

Consumer Defensive
-211
- 14.65%
$58.06 - $64.15 $12.3K - $13.5K
1.23K $78K
SLB
Schlumberger Limited

Energy
-149
- 31.7%
$43.0 - $55.22 $6.41K - $8.23K
321 $15K
EQIX
Equinix Inc

Real Estate
-10
- 40.0%
$692.71 - $809.68 $6.93K - $8.1K
15 $11K
CMCSA
Comcast Corp

Communication Services
-71
- 4.96%
$36.9 - $42.28 $2.62K - $3K
1.36K $53K
IVT
Inven Trust Properties Corp.

Real Estate
-290
- 26.46%
$23.87 - $25.49 $6.92K - $7.39K
806 $19K
HUBS
Hubspot Inc

Technology
-11
- 19.3%
$557.25 - $682.02 $6.13K - $7.5K
46 $27K
USA
Liberty All Star Equity Fund

Financial Services
-1.13K
- 94.89%
$6.54 - $7.15 $7.41K - $8.1K
61 $0
MO
Altria Group, Inc.

Consumer Defensive
-200
- 74.07%
$40.75 - $46.83 $8.15K - $9.37K
70 $3K
TWLO
Twilio Inc

Communication Services
-120
- 57.14%
$53.02 - $63.37 $6.36K - $7.6K
90 $5K
MTRN
Materion Corp

Basic Materials
-23
- 11.98%
$105.78 - $127.32 $2.43K - $2.93K
169 $18K
CSX
Csx Corp

Industrials
-33
- 2.18%
$32.18 - $36.78 $1.06K - $1.21K
1.48K $49K
PFE
Pfizer Inc

Healthcare
-272
- 42.5%
$25.26 - $29.6 $6.87K - $8.05K
368 $10K
PM
Philip Morris International Inc.

Consumer Defensive
-71
- 74.74%
$88.6 - $104.24 $6.29K - $7.4K
24 $2K
RTX
Raytheon Technologies Corp

Industrials
-86
- 11.24%
$97.55 - $108.44 $8.39K - $9.33K
679 $68K
MUA
Blackrock Muniassets Fund, Inc.

Financial Services
-582
- 99.83%
$10.85 - $11.69 $6.31K - $6.8K
1 $0
CME
Cme Group Inc.

Financial Services
-3
- 1.19%
$194.1 - $216.77 $582 - $650
250 $49K
BWXT
Bwx Technologies, Inc.

Industrials
-39
- 17.49%
$87.04 - $101.9 $3.39K - $3.97K
184 $17K
BC
Brunswick Corp

Consumer Cyclical
-1
- 0.51%
$70.99 - $95.87 $71 - $95.9
194 $14K
CHE
Chemed Corp

Healthcare
-1
- 3.03%
$532.42 - $640.63 $532 - $641
32 $17K
PRGO
Perrigo CO PLC

Healthcare
-7
- 1.32%
$25.43 - $33.43 $178 - $234
522 $13K
Activity Summary
Buys All Purchases 160 New Holdings 63 Increased Positions 97 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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