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
MTUM
Ishares Msci Usa Momentum Fact

ETFs
7.19K
New
$201.32 - $217.44 $1.45M - $1.56M
7.19K $1.49M
LQD
Ishares Iboxx $ Investment Gra

ETFs
8.54K
New
$106.56 - $113.11 $910K - $966K
8.54K $912K
RGEN
Repligen Corp

Healthcare
400
New
$123.41 - $160.92 $49.4K - $64.4K
400 $57K
BNDX
Vanguard Total International B

ETFs
1.09K
New
$48.91 - $50.61 $53.3K - $55.2K
1.09K $53K
X
United States Steel Corp

Basic Materials
1.1K
New
$30.14 - $42.31 $33.2K - $46.5K
1.1K $37K
GIS
General Mills Inc

Consumer Defensive
474
New
$62.78 - $74.62 $29.8K - $35.4K
474 $30K
HALO
Halozyme Therapeutics, Inc.

Healthcare
600
New
$42.57 - $61.09 $25.5K - $36.7K
600 $28K
GE
General Electric CO

Industrials
173
New
$159.95 - $194.23 $27.7K - $33.6K
173 $28K
SIVR
Abrdn Silver ETF Trust

ETFs
990
New
$27.61 - $33.22 $27.3K - $32.9K
990 $27K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
428
New
$56.06 - $61.35 $24K - $26.3K
428 $24K
MTDR
Matador Resources CO

Energy
385
New
$50.33 - $60.91 $19.4K - $23.5K
385 $21K
YOU
Clear Secure, Inc.

Technology
666
New
$25.61 - $38.45 $17.1K - $25.6K
666 $17K
MSA
Msa Safety Inc

Industrials
103
New
$163.63 - $178.77 $16.9K - $18.4K
103 $17K
CHK
Chesapeake Energy Corp

Energy
173
New
$81.46 - $87.57 $14.1K - $15.1K
173 $14K
IRBO
Ishares Robotics & Artificial

ETFs
462
New
N/A
462 $14K
NBIX
Neurocrine Biosciences Inc

Healthcare
100
New
$111.62 - $139.44 $11.2K - $13.9K
100 $13K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
200
New
$61.93 - $70.49 $12.4K - $14.1K
200 $13K
MS
Morgan Stanley

Financial Services
100
New
$104.42 - $134.99 $10.4K - $13.5K
100 $12K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
556
New
$19.11 - $24.18 $10.6K - $13.4K
556 $12K
HPE
Hewlett Packard Enterprise CO

Technology
500
New
$19.31 - $23.95 $9.66K - $12K
500 $10K
SONY
Sony Group Corp

Technology
500
New
$17.53 - $96.8 $8.77K - $48.4K
500 $10K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
134
New
$68.25 - $75.42 $9.15K - $10.1K
134 $9K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
444
New
$16.43 - $22.77 $7.29K - $10.1K
444 $9K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
127
New
$74.5 - $78.37 $9.46K - $9.95K
127 $9K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
151
New
$43.84 - $48.76 $6.62K - $7.36K
151 $6K
TGTX
Tg Therapeutics, Inc.

Healthcare
200
New
$21.31 - $35.09 $4.26K - $7.02K
200 $6K
MSTR
Microstrategy Inc

Technology
14
New
$162.69 - $473.83 $2.28K - $6.63K
14 $4K
HSTM
Healthstream Inc

Healthcare
150
New
$28.11 - $33.16 $4.22K - $4.97K
150 $4K
GLW
Corning Inc

Technology
100
New
$44.11 - $49.76 $4.41K - $4.98K
100 $4K
HWM
Howmet Aerospace Inc.

Industrials
33
New
$99.72 - $120.09 $3.29K - $3.96K
33 $3K
EVO
Evotec Se

Healthcare
840
New
$2.91 - $5.55 $2.44K - $4.66K
840 $3K
COF
Capital One Financial Corp

Financial Services
18
New
$145.19 - $192.01 $2.61K - $3.46K
18 $3K
WFC
Wells Fargo & Company

Financial Services
55
New
$54.98 - $77.35 $3.02K - $4.25K
55 $3K
PANW
Palo Alto Networks Inc

Technology
16
New
$181.96 - $405.9 $2.91K - $6.49K
16 $2K
TGT
Target Corp

Consumer Defensive
16
New
$121.59 - $160.69 $1.95K - $2.57K
16 $2K
GOLD
Barrick Gold Corp

Basic Materials
170
New
$15.23 - $21.19 $2.59K - $3.6K
170 $2K
FOXA
Fox Corp

Communication Services
43
New
$41.35 - $49.99 $1.78K - $2.15K
43 $2K
BA
Boeing CO

Industrials
16
New
$138.14 - $180.72 $2.21K - $2.89K
16 $2K
AVTR
Avantor, Inc.

Basic Materials
95
New
$19.72 - $25.54 $1.87K - $2.43K
95 $2K
SYF
Synchrony Financial

Financial Services
44
New
$49.01 - $68.55 $2.16K - $3.02K
44 $2K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
8
New
$202.45 - $354.85 $1.62K - $2.84K
8 $2K
EFX
Equifax Inc

Industrials
8
New
$245.03 - $293.5 $1.96K - $2.35K
8 $2K
INTC
Intel Corp

Technology
100
New
$19.07 - $26.23 $1.91K - $2.62K
100 $2K
K
Kellogg CO

Consumer Defensive
25
New
$80.34 - $81.29 $2.01K - $2.03K
25 $2K
DG
Dollar General Corp

Consumer Defensive
27
New
$73.27 - $84.47 $1.98K - $2.28K
27 $2K
OMER
Omeros Corp

Healthcare
300
New
$3.77 - $12.15 $1.13K - $3.65K
300 $2K
DRI
Darden Restaurants Inc

Consumer Cyclical
12
New
$155.96 - $188.66 $1.87K - $2.26K
12 $2K
BIIB
Biogen Inc.

Healthcare
7
New
$146.47 - $191.55 $1.03K - $1.34K
7 $1K
MCK
Mckesson Corp

Healthcare
3
New
$482.27 - $628.5 $1.45K - $1.89K
3 $1K
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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