Cbiz Investment Advisory Services, LLC Incresed Positions in Q3 2024

Cbiz Investment Advisory Services, LLC

  • $1.93 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LFUS
Littelfuse Inc

Technology
5
+ 7.81%
$233.9 - $274.34 $1.17K - $1.37K
69 $18K
MTRN
Materion Corp

Basic Materials
11
+ 6.51%
$101.87 - $120.55 $1.12K - $1.33K
180 $20K
IRMD
Iradimed Corp

Healthcare
11
+ 6.21%
$43.23 - $50.29 $476 - $553
188 $9K
MUB
Ishares National Muni Bond ETF

ETFs
4
+ 0.69%
$106.13 - $108.7 $425 - $435
581 $63K
D
Dominion Energy, Inc

Utilities
9
+ 3.6%
$48.01 - $58.53 $432 - $527
259 $14K
AGM
Federal Agricultural Mortgage Corp

Financial Services
8
+ 6.56%
$174.81 - $215.18 $1.4K - $1.72K
130 $24K
TNL
Travel & Leisure Co.

Consumer Cyclical
27
+ 7.24%
$40.55 - $49.87 $1.09K - $1.35K
400 $18K
CGNX
Cognex Corp

Technology
98
+ 28.82%
$36.85 - $52.91 $3.61K - $5.19K
438 $17K
WBD
Warner Bros. Discovery, Inc.

Communication Services
53
+ 2.9%
$6.71 - $8.78 $356 - $465
1.88K $15K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
43
+ 1.09%
$19.2 - $19.82 $826 - $852
4K $78K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
38
+ 0.36%
$20.47 - $20.71 $778 - $787
10.5K $215K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
7
+ 1.24%
$91.42 - $91.82 $640 - $643
572 $52K
KFRC
Kforce Inc

Industrials
14
+ 6.22%
$59.4 - $70.22 $832 - $983
239 $14K
STWD
Starwood Property Trust, Inc.

Real Estate
2
+ 1.96%
$18.75 - $21.11 $37.5 - $42.2
104 $2K
CVS
Cvs Health Corp

Healthcare
9
+ 3.53%
$55.81 - $63.18 $502 - $569
264 $16K
KWR
Quaker Chemical Corp

Basic Materials
6
+ 6.45%
$157.95 - $192.14 $948 - $1.15K
99 $16K
BMY
Bristol Myers Squibb CO

Healthcare
10
+ 33.33%
$39.66 - $51.75 $397 - $518
40 $2K
NSP
Insperity, Inc.

Industrials
7
+ 6.48%
$85.48 - $103.18 $598 - $722
115 $10K
PFE
Pfizer Inc

Healthcare
31
+ 8.42%
$27.7 - $31.39 $859 - $973
399 $11K
WINA
Winmark Corp

Consumer Cyclical
2
+ 7.69%
$345.18 - $423.0 $690 - $846
28 $10K
BSJO
Invesco Et Self Idxd Fd Tr Bul

ETFs
24
+ 0.87%
$22.61 - $22.79 $543 - $547
2.79K $63K
WING
Wingstop Inc.

Consumer Cyclical
3
+ 5.66%
$352.46 - $427.92 $1.06K - $1.28K
56 $23K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
1
+ 1.49%
$55.06 - $62.25 $55.1 - $62.3
68 $4K
PEAK
Healthpeak Properties, Inc.

Real Estate
45
+ 72.58%
N/A
107 $2K
AL
Air Lease Corp

Industrials
29
+ 7.16%
$40.73 - $49.94 $1.18K - $1.45K
434 $19K
Brookfield Infrastructure CO
36
+ 7.07%
N/A
545 $0
MRNA
Moderna, Inc.

Healthcare
14
+ 127.27%
$63.64 - $125.14 $891 - $1.75K
25 $1K
SSTK
Shutterstock, Inc.

Communication Services
30
+ 7.43%
$32.5 - $44.22 $975 - $1.33K
434 $15K
ARCC
Ares Capital Corp

Financial Services
3
+ 2.21%
$19.8 - $21.28 $59.4 - $63.8
139 $2K
UGI
Ugi Corp

Utilities
1
+ 1.52%
$22.23 - $25.05 $22.2 - $25.1
67 $1K
USPH
U S Physical Therapy Inc

Healthcare
12
+ 6.25%
$81.64 - $98.68 $980 - $1.18K
204 $17K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2
+ 0.73%
$81.31 - $83.29 $163 - $167
275 $22K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1
+ 4.55%
$38.71 - $42.43 $38.7 - $42.4
23 $0
Atlas Energy Solutions Inc
182
+ 28.04%
N/A
831 $0
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
7
+ 1.51%
$22.94 - $23.16 $161 - $162
470 $10K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
7
+ 1.54%
$23.08 - $23.52 $162 - $165
461 $10K
BSJR
Invesco Indx Tr

ETFs
7
+ 1.52%
$22.08 - $22.75 $155 - $159
468 $10K
NOG
Northern Oil & Gas, Inc.

Energy
39
+ 7.22%
$33.96 - $43.19 $1.32K - $1.68K
579 $20K
TFC
Truist Financial Corp

Financial Services
2
+ 1.09%
$38.22 - $44.94 $76.4 - $89.9
186 $7K
CNXC
Concentrix Corp

Technology
16
+ 6.64%
$51.25 - $75.58 $820 - $1.21K
257 $13K
CHRD
Oasis Petroleum Inc.

Energy
8
+ 6.67%
$128.01 - $176.98 $1.02K - $1.42K
128 $16K
CIVI
Civitas Resources, Inc.

Energy
20
+ 7.41%
$49.47 - $72.73 $989 - $1.45K
290 $14K
VDE
Vanguard Energy ETF

ETFs
3
+ 0.31%
$117.44 - $131.06 $352 - $393
977 $119K
ADBE
Adobe Inc.

Technology
6
+ 1.14%
$508.13 - $586.55 $3.05K - $3.52K
533 $275K
Activity Summary
Buys All Purchases 195 New Holdings 50 Increased Positions 145 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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