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
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.1M
+ 21.39%
$71.75 - $75.11 $79.3M - $83M
6.27M $451M
VUG
Vanguard Growth ETF

ETFs
15.1K
+ 1.79%
$378.79 - $428.11 $5.7M - $6.45M
857K $352M
VTV
Vanguard Value ETF

ETFs
75K
+ 3.96%
$168.32 - $181.87 $12.6M - $13.6M
1.97M $333M
HYG
Ishares Tr

ETFs
24.9K
+ 8.72%
$78.09 - $80.04 $1.94M - $1.99M
310K $24.4M
VCIT
Vanguard Intermediate Term Cor

ETFs
28.6K
+ 10.46%
$80.13 - $83.77 $2.3M - $2.4M
303K $24.3M
VO
Vanguard Mid Cap ETF

ETFs
3.88K
+ 1.18%
$261.5 - $284.63 $1.02M - $1.11M
333K $87.9M
VB
Vanguard Small Cap ETF

ETFs
1.18K
+ 0.94%
$233.76 - $261.58 $275K - $307K
126K $30.3M
BAC
Bank Of America Corp

Financial Services
6.46K
+ 530.02%
$39.22 - $47.77 $253K - $309K
7.68K $337K
AMZN
Amazon Com Inc

Consumer Cyclical
118
+ 4.06%
$180.88 - $232.93 $21.3K - $27.5K
3.03K $663K
IWF
Ishares Russell 1000 Gr ETF

ETFs
37
+ 1.21%
$370.24 - $418.94 $13.7K - $15.5K
3.1K $1.25M
VZ
Verizon Communications Inc

Communication Services
1.98K
+ 556.62%
$39.6 - $45.21 $78.2K - $89.3K
2.33K $93K
TSLA
Tesla, Inc.

Consumer Cyclical
68
+ 19.65%
$213.65 - $479.86 $14.5K - $32.6K
414 $167K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
190
+ 14.43%
$442.29 - $483.08 $84K - $91.8K
1.51K $683K
T
At&T Inc.

Communication Services
2.6K
+ 276.97%
$21.22 - $23.88 $55.1K - $62K
3.54K $80K
NVDA
Nvidia Corp

Technology
175
+ 6.72%
$117.0 - $148.88 $20.5K - $26.1K
2.78K $373K
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.04%
$161.86 - $196.66 $162 - $197
2.41K $455K
MRNA
Moderna, Inc.

Healthcare
1.1K
+ 4400.0%
$36.85 - $63.93 $40.5K - $70.3K
1.13K $46K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
364
+ 163.23%
$104.54 - $137.94 $38.1K - $50.2K
587 $71K
MO
Altria Group, Inc.

Consumer Defensive
627
+ 895.71%
$49.06 - $57.74 $30.8K - $36.2K
697 $36K
META
Meta Platforms, Inc.

Communication Services
41
+ 28.67%
$554.08 - $632.68 $22.7K - $25.9K
184 $108K
LMT
Lockheed Martin Corp

Industrials
68
+ 75.56%
$479.66 - $614.62 $32.6K - $41.8K
158 $76K
ET
Energy Transfer LP

Energy
843
+ 47.6%
$16.05 - $19.86 $13.5K - $16.7K
2.61K $51K
XOM
Exxon Mobil Corp

Energy
253
+ 36.25%
$105.51 - $125.37 $26.7K - $31.7K
951 $102K
CGNX
Cognex Corp

Technology
569
+ 129.91%
$35.61 - $43.05 $20.3K - $24.5K
1.01K $36K
DIS
Walt Disney CO

Communication Services
24
+ 2.68%
$92.39 - $117.6 $2.22K - $2.82K
918 $102K
BMY
Bristol Myers Squibb CO

Healthcare
310
+ 775.0%
$51.92 - $59.94 $16.1K - $18.6K
350 $19K
HAL
Halliburton CO

Energy
566
+ 1572.22%
$25.77 - $31.99 $14.6K - $18.1K
602 $16K
ILMN
Illumina, Inc.

Healthcare
114
+ 407.14%
$128.99 - $155.15 $14.7K - $17.7K
142 $18K
C
Citigroup Inc

Financial Services
63
+ 4.88%
$61.31 - $72.5 $3.86K - $4.57K
1.35K $95K
HON
Honeywell International Inc

Industrials
1
+ 0.14%
$202.84 - $236.0 $203 - $236
710 $160K
PATK
Patrick Industries Inc

Consumer Cyclical
177
+ 708.0%
$82.71 - $146.16 $14.6K - $25.9K
202 $16K
D
Dominion Energy, Inc

Utilities
260
+ 100.39%
$52.63 - $60.92 $13.7K - $15.8K
519 $27K
WBD
Warner Bros. Discovery, Inc.

Communication Services
710
+ 37.73%
$7.33 - $12.37 $5.2K - $8.78K
2.59K $27K
USPH
U S Physical Therapy Inc

Healthcare
122
+ 59.8%
$77.48 - $99.91 $9.45K - $12.2K
326 $28K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
70
+ 38.46%
$77.15 - $104.91 $5.4K - $7.34K
252 $25K
CRAI
Cra International, Inc.

Industrials
49
+ 39.84%
$168.27 - $206.55 $8.25K - $10.1K
172 $32K
EHC
Encompass Health Corp

Healthcare
127
+ 38.72%
$92.35 - $103.77 $11.7K - $13.2K
455 $42K
HOMB
Home Bancshares Inc

Financial Services
325
+ 38.6%
$26.0 - $32.09 $8.45K - $10.4K
1.17K $33K
ENSG
Ensign Group, Inc

Healthcare
99
+ 38.82%
$132.78 - $156.91 $13.1K - $15.5K
354 $47K
MA
Mastercard Inc

Financial Services
1
+ 0.3%
$491.3 - $536.15 $491 - $536
336 $176K
AGM
Federal Agricultural Mortgage Corp

Financial Services
50
+ 38.46%
$181.72 - $216.45 $9.09K - $10.8K
180 $35K
AL
Air Lease Corp

Industrials
169
+ 38.94%
$42.79 - $52.16 $7.23K - $8.82K
603 $29K
LMAT
Lemaitre Vascular Inc

Healthcare
117
+ 38.49%
$85.64 - $107.97 $10K - $12.6K
421 $38K
LKFN
Lakeland Financial Corp

Financial Services
128
+ 38.67%
$61.39 - $75.85 $7.86K - $9.71K
459 $31K
CHE
Chemed Corp

Healthcare
22
+ 64.71%
$517.44 - $613.19 $11.4K - $13.5K
56 $29K
PLTR
Palantir Technologies Inc.

Technology
30
+ 18.87%
$36.46 - $82.38 $1.09K - $2.47K
189 $14K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
61
+ 39.35%
$97.09 - $120.01 $5.92K - $7.32K
216 $23K
BWXT
Bwx Technologies, Inc.

Industrials
76
+ 38.97%
$111.39 - $133.28 $8.47K - $10.1K
271 $30K
NOG
Northern Oil & Gas, Inc.

Energy
224
+ 38.69%
$35.57 - $43.49 $7.97K - $9.74K
803 $29K
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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