Cbiz Investment Advisory Services, LLC Reduced Holdings in Q4 2024

Cbiz Investment Advisory Services, LLC

  • $2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-284K
- 97.62%
$77.02 - $78.58 $21.8M - $22.3M
6.91K $534K
VTI
Vanguard Total Stock Market Et

ETFs
-8.11K
- 10.97%
$280.04 - $302.45 $2.27M - $2.45M
65.8K $19.1M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-197
- 0.07%
$174.22 - $187.62 $34.3K - $37K
267K $46.7M
VONV
Vanguard Russell 1000 Value Et

ETFs
-1.06K
- 1.56%
$80.87 - $87.69 $85.3K - $92.5K
66.8K $5.43M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.51K
- 8.96%
$61.68 - $67.87 $216K - $238K
35.6K $2.22M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.84K
- 42.56%
$48.33 - $49.08 $89K - $90.4K
2.49K $120K
LLY
Eli Lilly & CO

Healthcare
-37
- 7.16%
$727.2 - $932.06 $26.9K - $34.5K
480 $370K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1.03K
- 95.71%
$60.13 - $67.31 $61.8K - $69.1K
46 $2K
ETN
Eaton Corp PLC

Industrials
-210
- 22.6%
$326.96 - $377.52 $68.7K - $79.3K
719 $238K
SNY
Sanofi

Healthcare
-690
- 75.82%
$45.89 - $57.31 $31.7K - $39.5K
220 $10K
ADBE
Adobe Inc.

Technology
-1
- 0.19%
$437.39 - $552.96 $437 - $553
532 $236K
AMD
Advanced Micro Devices Inc

Technology
-34
- 5.01%
$118.88 - $172.8 $4.04K - $5.88K
645 $77K
VNQ
Vanguard Specialized Funds Van

ETFs
-74
- 2.54%
$87.85 - $98.6 $6.5K - $7.3K
2.84K $252K
SLB
Schlumberger Limited

Energy
-712
- 87.58%
$36.83 - $45.59 $26.2K - $32.5K
101 $3K
CSGP
Costar Group, Inc.

Real Estate
-320
- 74.42%
$69.7 - $81.97 $22.3K - $26.2K
110 $7K
ABBV
Abb Vie Inc.

Healthcare
-21
- 2.22%
$164.99 - $203.87 $3.46K - $4.28K
927 $164K
RWO
Spdr Dow Jones Global Real Est

ETFs
-291
- 17.71%
$42.41 - $47.31 $12.3K - $13.8K
1.35K $57K
LVS
Las Vegas Sands Corp

Consumer Cyclical
-383
- 45.33%
$47.96 - $55.17 $18.4K - $21.1K
462 $23K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-25
- 51.02%
$501.29 - $612.85 $12.5K - $15.3K
24 $12K
ENB
Enbridge Inc

Energy
-434
- 89.3%
$40.4 - $43.92 $17.5K - $19.1K
52 $2K
PEG
Public Service Enterprise Group Inc

Utilities
-145
- 12.96%
$81.87 - $94.51 $11.9K - $13.7K
974 $82K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-135
- 9.9%
$91.94 - $100.02 $12.4K - $13.5K
1.23K $113K
CVS
Cvs Health Corp

Healthcare
-230
- 87.12%
$43.78 - $67.46 $10.1K - $15.5K
34 $1K
IVT
Inven Trust Properties Corp.

Real Estate
-517
- 63.83%
$28.52 - $31.3 $14.7K - $16.2K
293 $8K
JNJ
Johnson & Johnson

Healthcare
-48
- 11.82%
$143.34 - $165.86 $6.88K - $7.96K
358 $51K
FCX
Freeport Mcmoran Inc

Basic Materials
-250
- 80.39%
$38.08 - $50.82 $9.52K - $12.7K
61 $2K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
-183
- 99.46%
$74.18 - $85.35 $13.6K - $15.6K
1 $0
WMT
Walmart Inc.

Consumer Defensive
-508
- 14.76%
$79.1 - $95.7 $40.2K - $48.6K
2.93K $265K
NKE
Nike, Inc.

Consumer Cyclical
-114
- 63.69%
$73.36 - $89.13 $8.36K - $10.2K
65 $4K
SQ
Block, Inc.

Technology
-211
- 48.62%
$65.06 - $98.92 $13.7K - $20.9K
223 $18K
EMR
Emerson Electric CO

Industrials
-112
- 41.03%
$108.13 - $134.33 $12.1K - $15K
161 $19K
MRK
Merck & Co., Inc.

Healthcare
-66
- 29.73%
$96.31 - $114.76 $6.36K - $7.57K
156 $15K
AMT
American Tower Corp

Real Estate
-6
- 3.45%
$179.4 - $232.01 $1.08K - $1.39K
168 $30K
OKE
Oneok Inc

Energy
-97
- 80.83%
$92.28 - $117.05 $8.95K - $11.4K
23 $2K
MDT
Medtronic PLC

Healthcare
-68
- 32.23%
$79.61 - $92.24 $5.41K - $6.27K
143 $11K
CMCSA
Comcast Corp

Communication Services
-3
- 0.23%
$37.39 - $45.14 $112 - $135
1.3K $48K
AIG
American International Group, Inc.

Financial Services
-71
- 4.97%
$70.0 - $79.22 $4.97K - $5.62K
1.36K $98K
CME
Cme Group Inc.

Financial Services
-37
- 10.42%
$221.17 - $246.02 $8.18K - $9.1K
318 $73K
HUBS
Hubspot Inc

Technology
-25
- 30.49%
$514.07 - $757.4 $12.9K - $18.9K
57 $39K
SJM
J M Smucker CO

Consumer Defensive
-14
- 7.49%
$106.92 - $121.75 $1.5K - $1.7K
173 $19K
MDB
Mongo Db, Inc.

Technology
-11
- 64.71%
$232.81 - $350.13 $2.56K - $3.85K
6 $1K
VDE
Vanguard Energy ETF

ETFs
-19
- 1.94%
$116.67 - $136.78 $2.22K - $2.6K
958 $116K
CBZ
Cbiz, Inc.

Industrials
-1K
- 18.56%
$63.78 - $83.43 $63.8K - $83.4K
4.39K $359K
COST
Costco Wholesale Corp

Consumer Defensive
-8
- 5.67%
$873.59 - $994.69 $6.99K - $7.96K
133 $121K
HLI
Houlihan Lokey, Inc.

Financial Services
-27
- 11.16%
$158.81 - $190.49 $4.29K - $5.14K
215 $37K
SUI
Sun Communities Inc

Real Estate
-2
- 11.11%
$119.89 - $139.05 $240 - $278
16 $1K
TFC
Truist Financial Corp

Financial Services
-9
- 4.84%
$41.51 - $48.1 $374 - $433
177 $7K
JPM
Jpmorgan Chase & CO

Financial Services
-73
- 5.51%
$205.18 - $250.29 $15K - $18.3K
1.25K $299K
AVGO
Broadcom Inc.

Technology
-376
- 16.82%
$159.67 - $250.0 $60K - $94K
1.86K $430K
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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