Cbiz Investment Advisory Services, LLC Portfolio Holdings
Cbiz Investment Advisory Services, LLC
- $1.93 Billion
- Q3 2024
Cbiz Investment Advisory Services, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.93 Billion distributed in 404 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $388M, Vanguard Value ETF with a value of $331M, Vanguard Growth ETF with a value of $323M, Vanguard Ftse All World Ex Us with a value of $321M, and Invesco Qqq Trust, Series 1 with a value of $193M.
Examining the 13F form we can see an increase of $121M in the current position value, from $1.8B to 1.93B.
Below you can find more details about Cbiz Investment Advisory Services, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 404
- Current Value $1.93 Billion
- Prior Value $1.8 Billion
- Filing
- Period Q3 2024
- Filing Date November 12, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 50 stocks
- Additional Purchases 145 stocks
- Sold out of 0 stocks
- Reduced holdings in 59 stocks