Cbiz Investment Advisory Services, LLC Sells in Q3 2024

Cbiz Investment Advisory Services, LLC

  • $1.93 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-2.1K
- 58.64%
$395.15 - $467.56 $831K - $983K
1.48K $638K
CSCO
Cisco Systems, Inc.

Technology
-18.2K
- 96.58%
$44.74 - $53.22 $814K - $968K
645 $34K
AAPL
Apple Inc.

Technology
-3.11K
- 15.24%
$207.23 - $234.82 $645K - $731K
17.3K $4.03M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-2.8K
- 99.75%
$57.22 - $80.08 $160K - $224K
7 $0
VZ
Verizon Communications Inc

Communication Services
-3.29K
- 90.25%
$38.89 - $45.0 $128K - $148K
355 $15K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.01K
- 33.82%
$125.95 - $142.04 $127K - $144K
1.98K $281K
IBB
Ishares Biotechnology ETF

ETFs
-691
- 85.95%
$135.09 - $149.47 $93.3K - $103K
113 $16K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
-3.22K
- 92.88%
$19.84 - $22.57 $63.9K - $72.7K
247 $5K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-151
- 10.47%
$475.2 - $527.7 $71.8K - $79.7K
1.29K $681K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-175
- 5.4%
$332.02 - $382.76 $58.1K - $67K
3.07K $1.15M
IPAR
Inter Parfums Inc

Consumer Defensive
-117
- 72.22%
$113.85 - $140.68 $13.3K - $16.5K
45 $5K
VLO
Valero Energy Corp

Energy
-1
- 0.3%
$132.81 - $163.48 $133 - $163
332 $44K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-206
- 4.54%
$48.06 - $49.39 $9.9K - $10.2K
4.33K $213K
STVN
Stevanato Group S.P.A.

Healthcare
-399
- 56.52%
$17.98 - $22.02 $7.17K - $8.79K
307 $6K
QCOM
Qualcomm Inc

Technology
-1
- 0.56%
$156.12 - $209.64 $156 - $210
176 $29K
HON
Honeywell International Inc

Industrials
-1
- 0.14%
$196.73 - $220.21 $197 - $220
709 $146K
CASY
Caseys General Stores Inc

Consumer Cyclical
-5
- 10.0%
$354.52 - $391.16 $1.77K - $1.96K
45 $16K
VTRS
Viatris Inc

Healthcare
-323
- 91.76%
$10.32 - $12.13 $3.33K - $3.92K
29 $0
OLED
Universal Display Corp Pa

Technology
-13
- 11.5%
$157.72 - $236.42 $2.05K - $3.07K
100 $21K
SNAP
Snap Inc

Communication Services
-50
- 14.2%
$8.29 - $16.84 $414 - $842
302 $3K
FILL
Ishares Inc Msci Global Energy

ETFs
-63
- 47.37%
$23.76 - $26.34 $1.5K - $1.66K
70 $1K
CRAI
Cra International, Inc.

Industrials
-9
- 6.82%
$152.32 - $183.71 $1.37K - $1.65K
123 $21K
SCHW
Schwab Charles Corp

Financial Services
-1
- 0.58%
$61.74 - $76.08 $61.7 - $76.1
170 $11K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-24
- 53.33%
$38.04 - $45.36 $913 - $1.09K
21 $0
GM
General Motors CO

Consumer Cyclical
-1
- 0.76%
$39.95 - $49.9 $40 - $49.9
130 $5K
CCOI
Cogent Communications Holdings, Inc.

Communication Services
-50
- 21.37%
$54.78 - $76.51 $2.74K - $3.83K
184 $13K
KD
Kyndryl Holdings, Inc.

Technology
-13
- 52.0%
$21.78 - $27.63 $283 - $359
12 $0
Kenvue Inc
-1
- 1.54%
N/A
64 $0
RPG
Invesco Exchange Traded Fd Tr

ETFs
-1
- 0.44%
$33.68 - $39.31 $33.7 - $39.3
227 $8K
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
-4
- 50.0%
$77.05 - $98.48 $308 - $394
4 $0
PG
Procter & Gamble CO

Consumer Defensive
-1
- 1.16%
$160.76 - $177.82 $161 - $178
85 $14K
Westport Fuel Systems Inc
-20
- 33.33%
N/A
40 $0
WSFS
Wsfs Financial Corp

Financial Services
-16
- 13.01%
$45.65 - $57.21 $730 - $915
107 $5K
SLVP
Ishares Msci Global Silver And

ETFs
-1
- 0.32%
$11.23 - $14.2 $11.2 - $14.2
315 $4K
SRE
Sempra Energy

Utilities
-1
- 1.1%
$74.97 - $84.04 $75 - $84
90 $7K
GLD
Spdr Gold Trust

ETFs
-26
- 9.42%
$215.56 - $246.98 $5.6K - $6.42K
250 $60K
BKR
Baker Hughes CO

Energy
-1
- 0.36%
$32.92 - $38.72 $32.9 - $38.7
279 $10K
CMCSA
Comcast Corp

Communication Services
-58
- 4.26%
$37.33 - $41.78 $2.17K - $2.42K
1.3K $54K
RFV
Invesco Exchange Traded Fd Tr

ETFs
-1
- 1.27%
$108.97 - $119.83 $109 - $120
78 $9K
SCVL
Shoe Carnival Inc

Consumer Cyclical
-28
- 5.12%
$35.77 - $45.82 $1K - $1.28K
519 $22K
AJG
Arthur J. Gallagher & Co.

Financial Services
-1
- 0.89%
$259.22 - $299.75 $259 - $300
111 $31K
NKE
Nike, Inc.

Consumer Cyclical
-1
- 0.56%
$71.09 - $89.44 $71.1 - $89.4
179 $15K
META
Meta Platforms, Inc.

Communication Services
-13
- 8.33%
$453.41 - $572.44 $5.89K - $7.44K
143 $81K
ALL
Allstate Corp

Financial Services
-1
- 0.66%
$158.43 - $192.86 $158 - $193
150 $28K
ENSG
Ensign Group, Inc

Healthcare
-7
- 2.67%
$124.14 - $153.65 $869 - $1.08K
255 $36K
COST
Costco Wholesale Corp

Consumer Defensive
-1
- 0.7%
$801.83 - $917.05 $802 - $917
141 $124K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-1
- 0.09%
$60.13 - $68.17 $60.1 - $68.2
1.07K $72K
LOW
Lowes Companies Inc

Consumer Cyclical
-1
- 0.66%
$213.3 - $270.78 $213 - $271
150 $40K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-151
- 10.29%
$405.19 - $478.57 $61.2K - $72.3K
1.32K $606K
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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