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.
Portfolio value
$1.93 Billion
ETFs: $1.87 Billion
Industrials: $43.9 Million
Technology: $6.5 Million
Financial Services: $2.39 Million
Healthcare: $1.59 Million
Consumer Cyclical: $1.22 Million
Communication Services: $850,000
Consumer Defensive: $722,000
Other: $1.2 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
