Cbiz Investment Advisory Services, LLC New Holdings in Q3 2024

Cbiz Investment Advisory Services, LLC

  • $1.93 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
182K
New
$47.6 - $53.31 $8.65M - $9.68M
182K $9.59M
C
Citigroup Inc

Financial Services
1.29K
New
$56.11 - $67.61 $72.4K - $87.2K
1.29K $80K
VPU
Vanguard Utilities ETF

ETFs
333
New
$146.64 - $174.54 $48.8K - $58.1K
333 $57K
VDC
Vanguard Consumer Staples ETF

ETFs
249
New
$201.77 - $221.32 $50.2K - $55.1K
249 $54K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
1.01K
New
$39.95 - $45.86 $40.3K - $46.3K
1.01K $46K
ET
Energy Transfer LP

Energy
1.77K
New
$15.43 - $16.44 $27.3K - $29.1K
1.77K $28K
EMB
Ishares Tr

ETFs
200
New
$87.75 - $93.74 $17.6K - $18.7K
200 $18K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
199
New
$66.31 - $74.08 $13.2K - $14.7K
199 $14K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
157
New
$80.13 - $88.89 $12.6K - $14K
157 $13K
MMM
3 M CO

Industrials
82
New
$99.69 - $139.42 $8.17K - $11.4K
82 $11K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
37
New
$150.01 - $182.29 $5.55K - $6.74K
37 $6K
KR
Kroger CO

Consumer Defensive
119
New
$50.43 - $57.3 $6K - $6.82K
119 $6K
CHTR
Charter Communications, Inc.

Communication Services
13
New
$290.56 - $383.07 $3.78K - $4.98K
13 $4K
ES
Eversource Energy

Utilities
70
New
$56.52 - $68.38 $3.96K - $4.79K
70 $4K
PATK
Patrick Industries Inc

Consumer Cyclical
25
New
$105.01 - $146.96 $2.63K - $3.67K
25 $3K
EVRG
Evergy, Inc.

Utilities
52
New
$52.46 - $62.01 $2.73K - $3.22K
52 $3K
CRM
Salesforce, Inc.

Technology
8
New
$238.42 - $276.53 $1.91K - $2.21K
8 $2K
AGR
Avangrid, Inc.

Utilities
59
New
$35.27 - $36.04 $2.08K - $2.13K
59 $2K
CCI
Crown Castle International Corp

Real Estate
18
New
$95.29 - $120.24 $1.72K - $2.16K
18 $2K
DD
Du Pont De Nemours, Inc.

Basic Materials
25
New
$77.22 - $89.49 $1.93K - $2.24K
25 $2K
SUI
Sun Communities Inc

Real Estate
18
New
$117.46 - $147.6 $2.11K - $2.66K
18 $2K
DVN
Devon Energy Corp

Energy
48
New
$37.87 - $48.65 $1.82K - $2.34K
48 $1K
DELL
Dell Technologies Inc.

Technology
10
New
$87.89 - $145.97 $879 - $1.46K
10 $1K
NOW
Service Now, Inc.

Technology
2
New
$730.87 - $937.36 $1.46K - $1.87K
2 $1K
CTRA
Coterra Energy Inc.

Energy
79
New
$22.62 - $27.37 $1.79K - $2.16K
79 $1K
CTVA
Corteva, Inc.

Basic Materials
24
New
$50.72 - $58.78 $1.22K - $1.41K
24 $1K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
195
New
$8.26 - $12.16 $1.61K - $2.37K
195 $1K
RHP
Ryman Hospitality Properties, Inc.

Real Estate
14
New
$96.28 - $112.4 $1.35K - $1.57K
14 $1K
HAL
Halliburton CO

Energy
36
New
$27.81 - $36.44 $1K - $1.31K
36 $1K
DOW
Dow Inc.

Basic Materials
30
New
$50.15 - $55.41 $1.5K - $1.66K
30 $1K
Six Flags Entertainment Corp
333
New
N/A
333 $0
Solventum Corp
20
New
N/A
20 $0
ZM
Zoom Video Communications, Inc.

Technology
8
New
$55.32 - $71.9 $443 - $575
8 $0
PARA
Paramount Global

Communication Services
34
New
$9.98 - $11.95 $339 - $406
34 $0
WPC
W. P. Carey Inc.

Real Estate
8
New
$54.63 - $63.96 $437 - $512
8 $0
OGN
Organon & Co.

Healthcare
6
New
$18.65 - $23.03 $112 - $138
6 $0
Global X Fds
282
New
N/A
282 $0
CAG
Conagra Brands Inc.

Consumer Defensive
15
New
$28.13 - $32.83 $422 - $492
15 $0
LUMN
Lumen Technologies, Inc.

Communication Services
2
New
$1.03 - $7.28 $2.06 - $14.6
2 $0
Siriusxm Holdings Inc
23
New
N/A
23 $0
LUV
Southwest Airlines CO

Industrials
17
New
$23.7 - $29.93 $403 - $509
17 $0
AES
Aes Corp

Utilities
31
New
$16.18 - $20.07 $502 - $622
31 $0
BAX
Baxter International Inc

Healthcare
22
New
$32.85 - $40.26 $723 - $886
22 $0
HBAN
Huntington Bancshares Inc

Financial Services
34
New
$12.84 - $15.15 $437 - $515
34 $0
DDOG
Datadog, Inc.

Technology
5
New
$104.97 - $134.56 $525 - $673
5 $0
DKNG
Draft Kings Inc.

Consumer Cyclical
2
New
$29.85 - $41.1 $59.7 - $82.2
2 $0
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
24
New
$13.24 - $14.64 $318 - $351
24 $0
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
19
New
$8.4 - $9.19 $160 - $175
19 $0
CMS
Cms Energy Corp

Utilities
7
New
$58.7 - $70.62 $411 - $494
7 $0
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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