CBIZ Investment Advisory Services
Latest statistics and disclosures from CBIZ Investment Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BND, VTV, VUG, VEU, QQQ, and represent 80.80% of CBIZ Investment Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: BND (+$15M), VEA (+$9.6M), EMXC, VO, VTV, BSV, HYG, VCIT, VONE, IVV.
- Started 50 new stock positions in SDIV, ET, SUI, OGN, DKNG, SPYD, LUMN, DVN, DD, ETY.
- Reduced shares in these 10 stocks: VEU (-$7.1M), VUG (-$6.5M), CSCO, MSFT, VTI, AAPL, UHAL.B, PYPL, VZ, SDY.
- Sold out of its positions in SIVR, BABA, UHAL, UHAL.B, AAL, MJ, BUD, BODI, MUA, CABO.
- CBIZ Investment Advisory Services was a net buyer of stock by $19M.
- CBIZ Investment Advisory Services has $1.9B in assets under management (AUM), dropping by 8.29%.
- Central Index Key (CIK): 0001795934
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Portfolio Holdings for CBIZ Investment Advisory Services
CBIZ Investment Advisory Services holds 403 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds Short Trm Bond (BND) | 20.1 | $388M | +4% | 5.2M | 75.11 |
|
| Vanguard Index Fds Total Stk Mkt (VTV) | 17.2 | $331M | 1.9M | 174.57 |
|
|
| Vanguard Index Fds Total Stk Mkt (VUG) | 16.8 | $323M | 842k | 383.93 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 16.7 | $321M | -2% | 5.1M | 63.00 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 10.0 | $193M | 396k | 488.08 |
|
|
| Vanguard Index Fds Total Stk Mkt (VO) | 4.5 | $87M | +2% | 329k | 263.83 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (RSP) | 2.5 | $48M | 267k | 179.16 |
|
|
| TransDigm Group Incorporated (TDG) | 2.2 | $42M | 30k | 1427.13 |
|
|
| Vanguard Index Fds Total Stk Mkt (VB) | 1.5 | $30M | 125k | 237.26 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VCIT) | 1.2 | $23M | +2% | 274k | 83.75 |
|
| Ishares Tr Rus 1000 Grw Etf (HYG) | 1.2 | $23M | +4% | 286k | 80.30 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.2 | $23M | +4% | 291k | 78.69 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $21M | -3% | 74k | 284.03 |
|
| Ishares Tr Rus 1000 Grw Etf (IVV) | 1.0 | $19M | +2% | 32k | 576.82 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $9.6M | NEW | 182k | 52.81 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.3 | $5.7M | +4% | 68k | 83.33 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONE) | 0.3 | $4.9M | +12% | 19k | 260.07 |
|
| Apple (AAPL) | 0.2 | $4.0M | -15% | 17k | 233.00 |
|
| Ishares Msci Gbl Etf New (EMXC) | 0.2 | $3.3M | +2345% | 54k | 61.11 |
|
| Vanguard Index Fds Total Stk Mkt (VOE) | 0.1 | $2.7M | 16k | 167.67 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IJH) | 0.1 | $2.4M | +18% | 39k | 62.32 |
|
| Ishares Tr Rus 1000 Grw Etf (DVY) | 0.1 | $1.3M | +17% | 10k | 135.07 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.2M | -5% | 3.1k | 375.38 |
|
| Vanguard Index Fds Total Stk Mkt (VOO) | 0.0 | $683k | -10% | 1.3k | 529.31 |
|
| Microsoft Corporation (MSFT) | 0.0 | $638k | -58% | 1.5k | 430.33 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $606k | -10% | 1.3k | 460.27 |
|
| Ishares Tr Rus 1000 Grw Etf (IJR) | 0.0 | $584k | 5.0k | 116.97 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IEFA) | 0.0 | $564k | +20% | 7.2k | 78.06 |
|
| Amazon (AMZN) | 0.0 | $542k | +9% | 2.9k | 186.33 |
|
| Ishares Tr Rus 1000 Grw Etf (EFA) | 0.0 | $513k | 6.1k | 83.64 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) | 0.0 | $492k | 23k | 21.12 |
|
|
| Eli Lilly & Co. (LLY) | 0.0 | $458k | 517.00 | 886.39 |
|
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $400k | 942.00 | 424.37 |
|
|
| Alphabet Cap Stk Cl C (GOOGL) | 0.0 | $399k | +13% | 2.4k | 165.89 |
|
| Spdr Ser Tr S&p Divid Etf (SPYX) | 0.0 | $397k | 8.4k | 47.25 |
|
|
| Broadcom (AVGO) | 0.0 | $386k | +897% | 2.2k | 172.52 |
|
| Cbiz (CBZ) | 0.0 | $363k | 5.4k | 67.29 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $342k | 593.00 | 576.12 |
|
|
| NVIDIA Corporation (NVDA) | 0.0 | $317k | +24% | 2.6k | 121.45 |
|
| Eaton Corp SHS (ETN) | 0.0 | $308k | +16% | 929.00 | 331.59 |
|
| Vanguard Index Fds Total Stk Mkt (VNQ) | 0.0 | $286k | 2.9k | 98.26 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $281k | -33% | 2.0k | 142.04 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $279k | +13% | 1.3k | 210.98 |
|
| Wal-Mart Stores (WMT) | 0.0 | $278k | 3.4k | 80.77 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $276k | 533.00 | 517.78 |
|
|
| UnitedHealth (UNH) | 0.0 | $271k | +6% | 462.00 | 585.56 |
|
| Parke Ban (PKBK) | 0.0 | $263k | 13k | 20.90 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCP) | 0.0 | $216k | 11k | 20.65 |
|
|
| Ishares Tr Rus 1000 Grw Etf (SMLF) | 0.0 | $216k | +132% | 3.3k | 66.35 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $213k | -4% | 4.3k | 49.31 |
|
| Abbvie (ABBV) | 0.0 | $187k | +19% | 948.00 | 197.53 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $183k | +26% | 2.2k | 83.80 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $167k | 4.1k | 40.63 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $166k | +24% | 335.00 | 494.52 |
|
| Chevron Corporation (CVX) | 0.0 | $164k | 1.1k | 147.34 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VWO) | 0.0 | $153k | 3.2k | 47.86 |
|
|
| Honeywell International (HON) | 0.0 | $147k | 709.00 | 206.90 |
|
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| McDonald's Corporation (MCD) | 0.0 | $131k | 429.00 | 304.59 |
|
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| Ishares Tr Rus 1000 Grw Etf (IUSV) | 0.0 | $130k | 1.4k | 95.49 |
|
|
| Costco Wholesale Corporation (COST) | 0.0 | $126k | 141.00 | 891.74 |
|
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| Schwab Strategic Tr Fundamental Us L (SCHX) | 0.0 | $124k | 1.8k | 67.85 |
|
|
| Vanguard World Energy Etf (VGT) | 0.0 | $123k | +435% | 209.00 | 587.26 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $121k | 977.00 | 123.60 |
|
|
| Home Depot (HD) | 0.0 | $114k | 281.00 | 406.26 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $111k | +29% | 679.00 | 164.08 |
|
| Kemper Corp Del (KMPR) | 0.0 | $111k | 1.8k | 61.25 |
|
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| Sap Se Spon Adr (SAP) | 0.0 | $110k | 480.00 | 229.10 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $105k | +40% | 1.4k | 73.27 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $104k | 1.5k | 71.76 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $101k | 382.00 | 263.80 |
|
|
| Public Service Enterprise (PEG) | 0.0 | $100k | +51% | 1.1k | 89.25 |
|
| Oracle Corporation (ORCL) | 0.0 | $99k | +23% | 581.00 | 170.64 |
|
| Tesla Motors (TSLA) | 0.0 | $91k | 346.00 | 261.63 |
|
|
| Coca-Cola Company (KO) | 0.0 | $89k | 1.2k | 72.36 |
|
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| Walt Disney Company (DIS) | 0.0 | $86k | +11% | 894.00 | 96.26 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $82k | 679.00 | 121.17 |
|
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| Trane Technologies SHS (TT) | 0.0 | $82k | 210.00 | 389.94 |
|
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| Meta Platforms Cl A (META) | 0.0 | $82k | -8% | 143.00 | 572.43 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $82k | +5% | 698.00 | 117.23 |
|
| Citigroup Com New (C) | 0.0 | $81k | NEW | 1.3k | 62.60 |
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| Republic Services (RSG) | 0.0 | $80k | 400.00 | 200.84 |
|
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| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCR) | 0.0 | $79k | 4.0k | 19.72 |
|
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| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCQ) | 0.0 | $78k | 4.0k | 19.56 |
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| Cme (CME) | 0.0 | $78k | +42% | 355.00 | 220.65 |
|
| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.0 | $78k | +160% | 1.6k | 47.54 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $76k | +9% | 1.2k | 65.37 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRFZ) | 0.0 | $74k | 1.8k | 41.55 |
|
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| Schwab Strategic Tr Fundamental Us L (FNDA) | 0.0 | $74k | 1.2k | 59.57 |
|
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| Metropcs Communications (TMUS) | 0.0 | $73k | +8% | 355.00 | 206.81 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $73k | 1.1k | 64.74 |
|
|
| Ishares Tr Rus 1000 Grw Etf (SCZ) | 0.0 | $73k | 1.1k | 67.75 |
|
|
| Ishares Msci Gbl Etf New (IEMG) | 0.0 | $71k | +3000% | 1.2k | 57.41 |
|
| Pepsi (PEP) | 0.0 | $70k | 411.00 | 170.06 |
|
|
| Johnson & Johnson (JNJ) | 0.0 | $66k | +17% | 406.00 | 162.08 |
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| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSJO) | 0.0 | $64k | 2.8k | 22.73 |
|
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| Ishares Tr Rus 1000 Grw Etf (MUB) | 0.0 | $63k | 581.00 | 108.70 |
|
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| Ishares Tr Rus 1000 Grw Etf (ITOT) | 0.0 | $63k | 500.00 | 125.62 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $61k | -9% | 250.00 | 243.06 |
|
| Vanguard World Energy Etf (VPU) | 0.0 | $58k | NEW | 333.00 | 175.36 |
|
| Vanguard World Energy Etf (VDC) | 0.0 | $55k | NEW | 249.00 | 219.80 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $55k | -4% | 1.3k | 41.80 |
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| American Express Company (AXP) | 0.0 | $54k | 200.00 | 271.20 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $53k | 90.00 | 586.90 |
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| Spdr Ser Tr S&p Divid Etf (BIL) | 0.0 | $53k | 572.00 | 91.83 |
|
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| Sanofi Sponsored Adr (SNY) | 0.0 | $52k | +111% | 910.00 | 57.63 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $52k | 694.00 | 74.14 |
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| CSX Corporation (CSX) | 0.0 | $51k | 1.5k | 34.54 |
|
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| Vanguard World Energy Etf (ESGV) | 0.0 | $51k | +638% | 502.00 | 101.65 |
|
| Ishares Tr Rus 1000 Grw Etf (BGRN) | 0.0 | $51k | 1.0k | 48.35 |
|
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| Vanguard Index Fds Total Stk Mkt (VBR) | 0.0 | $50k | 248.00 | 200.78 |
|
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| Bank of America Corporation (BAC) | 0.0 | $48k | -38% | 1.2k | 39.69 |
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| Spdr Ser Tr S&p Divid Etf (SPYD) | 0.0 | $46k | NEW | 1.0k | 45.65 |
|
| Kla Corp Com New (KLAC) | 0.0 | $45k | 58.00 | 776.47 |
|
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| Valero Energy Corporation (VLO) | 0.0 | $45k | 332.00 | 135.41 |
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| Deere & Company (DE) | 0.0 | $44k | 105.00 | 420.61 |
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| Hubspot (HUBS) | 0.0 | $44k | +78% | 82.00 | 531.60 |
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| International Business Machines (IBM) | 0.0 | $44k | +52% | 197.00 | 221.08 |
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| Las Vegas Sands (LVS) | 0.0 | $43k | +140% | 845.00 | 50.38 |
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| Phillips 66 (PSX) | 0.0 | $42k | 320.00 | 131.45 |
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| Vanguard Index Fds Total Stk Mkt (VBK) | 0.0 | $42k | 156.00 | 267.37 |
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| AFLAC Incorporated (AFL) | 0.0 | $42k | 373.00 | 111.80 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $41k | 208.00 | 198.06 |
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| Ishares Tr Rus 1000 Grw Etf (SMMD) | 0.0 | $41k | 607.00 | 67.75 |
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| Schwab Strategic Tr Fundamental Us L (SCHA) | 0.0 | $41k | 794.00 | 51.50 |
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| Lowe's Companies (LOW) | 0.0 | $41k | 150.00 | 272.22 |
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| American Tower Reit (AMT) | 0.0 | $41k | 174.00 | 232.72 |
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| Hamilton Lane Cl A (HLNE) | 0.0 | $38k | +6% | 226.00 | 169.55 |
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| Houlihan Lokey Cl A (HLI) | 0.0 | $38k | 242.00 | 158.02 |
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| Ensign (ENSG) | 0.0 | $37k | -2% | 255.00 | 143.95 |
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| Tetra Tech (TTEK) | 0.0 | $35k | +581% | 750.00 | 47.19 |
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| Cisco Systems (CSCO) | 0.0 | $34k | -96% | 645.00 | 53.22 |
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| Schlumberger Com Stk (SLB) | 0.0 | $34k | +153% | 813.00 | 42.06 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $33k | 200.00 | 167.19 |
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| CoStar (CSGP) | 0.0 | $32k | +104% | 430.00 | 75.44 |
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| Encompass Health Corp (EHC) | 0.0 | $32k | +6% | 328.00 | 96.81 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $31k | 111.00 | 282.77 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $30k | 49.00 | 619.39 |
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| Sherwin-Williams Company (SHW) | 0.0 | $30k | 79.00 | 381.66 |
|
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| Qualcomm (QCOM) | 0.0 | $30k | 176.00 | 170.97 |
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| Emerson Electric (EMR) | 0.0 | $30k | +69% | 273.00 | 109.67 |
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| Martin Marietta Materials (MLM) | 0.0 | $30k | 55.00 | 539.04 |
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| Marriott Intl Cl A (MAR) | 0.0 | $30k | 119.00 | 248.60 |
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| Block Cl A (SQ) | 0.0 | $29k | +112% | 434.00 | 67.13 |
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| Allstate Corporation (ALL) | 0.0 | $29k | 150.00 | 191.79 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $28k | NEW | 1.8k | 16.05 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $28k | 49.00 | 578.67 |
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| LeMaitre Vascular (LMAT) | 0.0 | $28k | +7% | 304.00 | 92.89 |
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| Standex Int'l (SXI) | 0.0 | $28k | +7% | 152.00 | 183.26 |
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| Sarepta Therapeutics (SRPT) | 0.0 | $28k | +156% | 223.00 | 124.89 |
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| Visa Com Cl A (V) | 0.0 | $28k | 100.00 | 275.45 |
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| Atmos Energy Corporation (ATO) | 0.0 | $27k | 196.00 | 138.71 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $27k | 55.00 | 491.25 |
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| Automatic Data Processing (ADP) | 0.0 | $27k | 97.00 | 278.12 |
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| Peakstone Realty Trust Common Shares (PKST) | 0.0 | $27k | 1.9k | 13.86 |
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| Southern Company (SO) | 0.0 | $26k | 285.00 | 90.32 |
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| Merck & Co (MRK) | 0.0 | $26k | +37% | 222.00 | 114.79 |
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| Abbott Laboratories (ABT) | 0.0 | $25k | 221.00 | 114.10 |
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| Cohen & Steers (CNS) | 0.0 | $25k | +6% | 261.00 | 95.97 |
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| Federal Agric Mtg Corp CL C (AGM) | 0.0 | $25k | +6% | 130.00 | 188.16 |
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| UMH Properties (UMH) | 0.0 | $24k | +7% | 1.2k | 19.69 |
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| New Jersey Resources Corporation (NJR) | 0.0 | $24k | 505.00 | 47.65 |
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| Utz Brands Com Cl A (UTZ) | 0.0 | $24k | +7% | 1.3k | 17.78 |
|
| Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 0.0 | $24k | +7% | 545.00 | 43.49 |
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| Cabot Corporation (CBT) | 0.0 | $24k | +6% | 211.00 | 111.98 |
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| Wingstop (WING) | 0.0 | $23k | +5% | 56.00 | 416.50 |
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| Inventrust Pptys Corp Com New (IVT) | 0.0 | $23k | 810.00 | 28.63 |
|
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| Texas Instruments Incorporated (TXN) | 0.0 | $23k | 111.00 | 206.60 |
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| Ishares Tr Rus 1000 Grw Etf (SHY) | 0.0 | $23k | 275.00 | 83.38 |
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| Home BancShares (HOMB) | 0.0 | $23k | +6% | 842.00 | 27.11 |
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| Shoe Carnival (SCVL) | 0.0 | $23k | -5% | 519.00 | 43.88 |
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| Smucker J M Com New (SJM) | 0.0 | $23k | +8% | 187.00 | 121.10 |
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| Uber Technologies (UBER) | 0.0 | $23k | 300.00 | 75.16 |
|
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| Valmont Industries (VMI) | 0.0 | $22k | +6% | 77.00 | 291.25 |
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| Realty Income (O) | 0.0 | $22k | 346.00 | 63.42 |
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| CRA International (CRAI) | 0.0 | $22k | -6% | 123.00 | 176.18 |
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| EOG Resources (EOG) | 0.0 | $22k | 176.00 | 122.93 |
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| Lakeland Financial Corporation (LKFN) | 0.0 | $22k | +7% | 331.00 | 65.22 |
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| Bwx Technologies (BWXT) | 0.0 | $21k | +5% | 195.00 | 109.13 |
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| Air Products & Chemicals (APD) | 0.0 | $21k | 71.00 | 298.46 |
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| Universal Display Corporation (OLED) | 0.0 | $21k | -11% | 100.00 | 210.66 |
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| Kinsale Cap Group (KNSL) | 0.0 | $21k | +7% | 45.00 | 465.80 |
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| Brunswick Corporation (BC) | 0.0 | $21k | +28% | 249.00 | 84.07 |
|
| Northern Oil And Gas Inc Mn (NOG) | 0.0 | $21k | +7% | 579.00 | 35.86 |
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| At&t (T) | 0.0 | $21k | +38% | 938.00 | 22.01 |
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| Chemed Corp Com Stk (CHE) | 0.0 | $21k | +6% | 34.00 | 601.65 |
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| Progressive Corporation (PGR) | 0.0 | $20k | 80.00 | 254.96 |
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| Materion Corporation (MTRN) | 0.0 | $20k | +6% | 180.00 | 112.06 |
|
| Schneider National CL B (SNDR) | 0.0 | $20k | +7% | 698.00 | 28.66 |
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| L3harris Technologies (LHX) | 0.0 | $20k | 84.00 | 237.87 |
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| Power Integrations (POWI) | 0.0 | $20k | +33% | 311.00 | 64.13 |
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| Terreno Realty Corporation (TRNO) | 0.0 | $20k | +7% | 296.00 | 67.34 |
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| Air Lease Corp Cl A (AL) | 0.0 | $20k | +7% | 434.00 | 45.58 |
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| Enbridge (ENB) | 0.0 | $20k | +834% | 486.00 | 40.64 |
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| PriceSmart (PSMT) | 0.0 | $20k | +27% | 214.00 | 92.04 |
|
| Medtronic SHS (MDT) | 0.0 | $19k | +108% | 211.00 | 91.06 |
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| Hershey Company (HSY) | 0.0 | $19k | 100.00 | 191.78 |
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| D.R. Horton (DHI) | 0.0 | $19k | 100.00 | 191.64 |
|
|
| Nexstar Media Group Common Stock (NXST) | 0.0 | $19k | +25% | 115.00 | 166.16 |
|
| Cibc Cad (CM) | 0.0 | $19k | 3.1k | 6.13 |
|
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| Ishares Tr Rus 1000 Grw Etf (EMB) | 0.0 | $19k | NEW | 200.00 | 93.95 |
|
| Napco Security Systems (NSSC) | 0.0 | $19k | +123% | 461.00 | 40.59 |
|
| Hexcel Corporation (HXL) | 0.0 | $19k | +26% | 301.00 | 61.98 |
|
| Landstar System (LSTR) | 0.0 | $19k | +6% | 98.00 | 189.38 |
|
| Travel Leisure Ord (TNL) | 0.0 | $19k | +7% | 400.00 | 46.17 |
|
| Littelfuse (LFUS) | 0.0 | $18k | +7% | 69.00 | 266.30 |
|
| Stryker Corporation (SYK) | 0.0 | $18k | 50.00 | 362.98 |
|
|
| Atlas Energy Solutions Com New (AESI) | 0.0 | $18k | +28% | 831.00 | 21.82 |
|
| Firstservice Corp (FSV) | 0.0 | $18k | +81% | 98.00 | 182.78 |
|
| Cognex Corporation (CGNX) | 0.0 | $18k | +28% | 438.00 | 40.58 |
|
| Nexpoint Residential Tr (NXRT) | 0.0 | $18k | +7% | 402.00 | 44.10 |
|
| Exelon Corporation (EXC) | 0.0 | $18k | 434.00 | 40.61 |
|
|
| Ufp Industries (UFPI) | 0.0 | $18k | +7% | 133.00 | 131.75 |
|
| Perrigo SHS (PRGO) | 0.0 | $18k | +27% | 666.00 | 26.26 |
|
| Chesapeake Utilities Corporation (CPK) | 0.0 | $17k | +6% | 139.00 | 125.53 |
|
| U.S. Physical Therapy (USPH) | 0.0 | $17k | +6% | 204.00 | 84.81 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $17k | 48.00 | 353.77 |
|
|
| Casey's General Stores (CASY) | 0.0 | $17k | -10% | 45.00 | 376.31 |
|
| Kulicke and Soffa Industries (KLIC) | 0.0 | $17k | +37% | 371.00 | 45.31 |
|
| Chord Energy Corporation Com New (CHRD) | 0.0 | $17k | +6% | 128.00 | 130.70 |
|
| Quaker Chemical Corporation (KWR) | 0.0 | $17k | +6% | 99.00 | 168.87 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $17k | +3% | 264.00 | 63.08 |
|
| Ishares Tr Rus 1000 Grw Etf (IBB) | 0.0 | $17k | -85% | 113.00 | 145.94 |
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.0 | $16k | +32% | 446.00 | 35.91 |
|
| Discover Financial Services (DFS) | 0.0 | $16k | 114.00 | 140.29 |
|
|
| Verizon Communications (VZ) | 0.0 | $16k | -90% | 355.00 | 44.95 |
|
| Nike CL B (NKE) | 0.0 | $16k | 179.00 | 89.13 |
|
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.0 | $16k | 500.00 | 31.73 |
|
|
| Wisdomtree Tr Us High Dividend (DHS) | 0.0 | $16k | 167.00 | 93.80 |
|
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $16k | 311.00 | 49.97 |
|
|
| S&p Global (SPGI) | 0.0 | $16k | 30.00 | 517.70 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $16k | +2% | 1.9k | 8.25 |
|
| Shutterstock (SSTK) | 0.0 | $15k | +7% | 434.00 | 35.42 |
|
| UniFirst Corporation (UNF) | 0.0 | $15k | +7% | 76.00 | 199.20 |
|
| Allison Transmission Hldngs I (ALSN) | 0.0 | $15k | +6% | 155.00 | 96.65 |
|
| Dominion Resources (D) | 0.0 | $15k | +3% | 259.00 | 57.79 |
|
| Procter & Gamble Company (PG) | 0.0 | $15k | 85.00 | 174.42 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $15k | 108.00 | 136.33 |
|
|
| Civitas Resources Com New (CIVI) | 0.0 | $15k | +7% | 290.00 | 50.77 |
|
| Kforce (KFRC) | 0.0 | $15k | +6% | 239.00 | 61.51 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VYMI) | 0.0 | $15k | NEW | 199.00 | 73.75 |
|
| Wyndham Hotels And Resorts (WH) | 0.0 | $14k | +149% | 182.00 | 78.35 |
|
| Southwestern Energy Company | 0.0 | $14k | 2.0k | 7.11 |
|
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $14k | +33% | 313.00 | 45.34 |
|
| Exp World Holdings Inc equities (EXPI) | 0.0 | $14k | +6% | 999.00 | 14.10 |
|
| Cogent Communications Hldgs Com New (CCOI) | 0.0 | $14k | -21% | 184.00 | 76.24 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.0 | $14k | NEW | 157.00 | 88.59 |
|
| Prologis (PLD) | 0.0 | $14k | 109.00 | 126.50 |
|
|
| Celanese Corporation (CE) | 0.0 | $14k | 100.00 | 136.58 |
|
|
| Equinix (EQIX) | 0.0 | $13k | 15.00 | 895.20 |
|
|
| Six Flags Entertainment Corp (FUN) | 0.0 | $13k | NEW | 333.00 | 40.31 |
|
| Concentrix Corp (CNXC) | 0.0 | $13k | +6% | 257.00 | 51.28 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $13k | 685.00 | 18.48 |
|
|
| Pfizer (PFE) | 0.0 | $12k | +8% | 399.00 | 28.95 |
|
| 3M Company (MMM) | 0.0 | $11k | NEW | 82.00 | 137.44 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $11k | 170.00 | 65.06 |
|
|
| Oneok (OKE) | 0.0 | $11k | NEW | 120.00 | 91.12 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSJP) | 0.0 | $11k | 470.00 | 23.14 |
|
|
| Citizens Financial (CFG) | 0.0 | $11k | 264.00 | 41.07 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSJQ) | 0.0 | $11k | 461.00 | 23.49 |
|
|
| Winmark Corporation (WINA) | 0.0 | $11k | +7% | 28.00 | 383.79 |
|
| Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSJR) | 0.0 | $11k | 468.00 | 22.74 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $10k | 107.00 | 97.49 |
|
|
| Ishares Msci Gbl Etf New (PICK) | 0.0 | $10k | 237.00 | 43.27 |
|
|
| Insperity (NSP) | 0.0 | $10k | +6% | 115.00 | 88.15 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $10k | 279.00 | 36.22 |
|
|
| Ingersoll Rand (IR) | 0.0 | $9.5k | 97.00 | 98.15 |
|
|
| Iradimed (IRMD) | 0.0 | $9.5k | +6% | 188.00 | 50.45 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (RFV) | 0.0 | $9.4k | 78.00 | 119.96 |
|
|
| Schwab Strategic Tr Fundamental Us L (SCHF) | 0.0 | $9.2k | 223.00 | 41.12 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (RPG) | 0.0 | $8.9k | 227.00 | 39.42 |
|
|
| Ishares Tr Rus 1000 Grw Etf (USIG) | 0.0 | $8.9k | 170.00 | 52.58 |
|
|
| Nextera Energy (NEE) | 0.0 | $8.9k | +36% | 105.00 | 84.65 |
|
| Spdr Ser Tr S&p Divid Etf (SLYG) | 0.0 | $8.7k | 93.00 | 93.11 |
|
|
| Ford Motor Company (F) | 0.0 | $8.0k | 755.00 | 10.56 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $8.0k | 186.00 | 42.83 |
|
|
| Sempra Energy (SRE) | 0.0 | $7.6k | 90.00 | 84.91 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (RPV) | 0.0 | $7.6k | 85.00 | 88.94 |
|
|
| Unity Software (U) | 0.0 | $7.3k | 324.00 | 22.62 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (RZV) | 0.0 | $7.3k | 66.00 | 110.21 |
|
|
| Netflix (NFLX) | 0.0 | $7.1k | +100% | 10.00 | 709.20 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (RFG) | 0.0 | $7.0k | 142.00 | 49.27 |
|
|
| Kroger (KR) | 0.0 | $6.9k | NEW | 119.00 | 57.65 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (RZG) | 0.0 | $6.8k | 132.00 | 51.76 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $6.7k | NEW | 37.00 | 181.76 |
|
| Global X Fds Superdividend (SDIV) | 0.0 | $6.6k | NEW | 282.00 | 23.57 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $6.3k | 41.00 | 153.12 |
|
|
| First Solar (FSLR) | 0.0 | $6.2k | 25.00 | 249.44 |
|
|
| Stevanato Group S P A Ord Shs (STVN) | 0.0 | $6.2k | -56% | 307.00 | 20.05 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $5.9k | 159.00 | 37.20 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $5.9k | 73.00 | 80.88 |
|
|
| Inter Parfums (IPAR) | 0.0 | $5.9k | -72% | 45.00 | 130.47 |
|
| Twilio Cl A (TWLO) | 0.0 | $5.9k | 90.00 | 65.21 |
|
|
| General Motors Company (GM) | 0.0 | $5.9k | 130.00 | 45.09 |
|
|
| Vanguard World Energy Etf (VFH) | 0.0 | $5.8k | 53.00 | 109.91 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $5.8k | 146.00 | 39.90 |
|
|
| WSFS Financial Corporation (WSFS) | 0.0 | $5.5k | -13% | 107.00 | 51.21 |
|
| Ishares S&p Gsci Commodity- Unit Ben Int (GSG) | 0.0 | $5.2k | -92% | 247.00 | 21.00 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $5.0k | 443.00 | 11.22 |
|
|
| Hldgs (UAL) | 0.0 | $4.9k | 86.00 | 57.06 |
|
|
| Eversource Energy (ES) | 0.0 | $4.8k | NEW | 70.00 | 68.04 |
|
| Snowflake Cl A (SNOW) | 0.0 | $4.7k | 41.00 | 114.85 |
|
|
| Mongodb Cl A (MDB) | 0.0 | $4.6k | 17.00 | 270.29 |
|
|
| Zillow Group Cl C Cap Stk (Z) | 0.0 | $4.5k | 71.00 | 63.85 |
|
|
| Zscaler Incorporated (ZS) | 0.0 | $4.3k | 25.00 | 170.92 |
|
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $4.2k | NEW | 13.00 | 324.08 |
|
| Rocket Cos Com Cl A (RKT) | 0.0 | $4.2k | 219.00 | 19.19 |
|
|
| Ishares Msci Gbl Etf New (SLVP) | 0.0 | $4.2k | 315.00 | 13.28 |
|
|
| MGM Resorts International. (MGM) | 0.0 | $4.2k | 107.00 | 39.08 |
|
|
| Vanguard World Energy Etf (VSGX) | 0.0 | $4.2k | 68.00 | 61.50 |
|
|
| Spdr Ser Tr S&p Divid Etf (SHM) | 0.0 | $4.0k | 82.00 | 48.52 |
|
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $3.8k | 35.00 | 109.63 |
|
|
| Illumina (ILMN) | 0.0 | $3.7k | 28.00 | 130.39 |
|
|
| Altria (MO) | 0.0 | $3.6k | 70.00 | 51.03 |
|
|
| Patrick Industries (PATK) | 0.0 | $3.6k | NEW | 25.00 | 142.68 |
|
| Albemarle Corporation (ALB) | 0.0 | $3.5k | 37.00 | 95.11 |
|
|
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $3.4k | +62% | 44.00 | 77.27 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $3.4k | 19.00 | 178.16 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $3.3k | 117.00 | 28.40 |
|
|
| Ishares Tr Rus 1000 Grw Etf (TIP) | 0.0 | $3.3k | 30.00 | 110.47 |
|
|
| Snap Cl A (SNAP) | 0.0 | $3.2k | -14% | 302.00 | 10.70 |
|
| Evergy (EVRG) | 0.0 | $3.2k | NEW | 52.00 | 62.00 |
|
| Genuine Parts Company (GPC) | 0.0 | $3.1k | 22.00 | 142.64 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IGSB) | 0.0 | $3.1k | 59.00 | 53.15 |
|
|
| Philip Morris International (PM) | 0.0 | $3.0k | 24.00 | 126.08 |
|
|
| Ares Capital Corporation (ARCC) | 0.0 | $2.9k | +2% | 139.00 | 20.97 |
|
| MetLife (MET) | 0.0 | $2.5k | 30.00 | 84.30 |
|
|
| Roblox Corp Cl A (RBLX) | 0.0 | $2.5k | 57.00 | 44.25 |
|
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $2.5k | 117.00 | 21.10 |
|
|
| Sun Communities (SUI) | 0.0 | $2.4k | NEW | 18.00 | 136.06 |
|
| Peak (DOC) | 0.0 | $2.4k | +72% | 107.00 | 22.87 |
|
| Eastman Chemical Company (EMN) | 0.0 | $2.4k | 21.00 | 114.62 |
|
|
| 4068594 Enphase Energy (ENPH) | 0.0 | $2.4k | 21.00 | 113.00 |
|
|
| Cdw (CDW) | 0.0 | $2.3k | 10.00 | 228.10 |
|
|
| Dupont De Nemours (DD) | 0.0 | $2.2k | NEW | 25.00 | 89.52 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $2.2k | 20.00 | 111.80 |
|
|
| salesforce (CRM) | 0.0 | $2.2k | NEW | 8.00 | 274.00 |
|
| Starwood Property Trust (STWD) | 0.0 | $2.2k | 104.00 | 21.05 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $2.1k | NEW | 18.00 | 118.61 |
|
| Avangrid (AGR) | 0.0 | $2.1k | NEW | 59.00 | 35.78 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $2.1k | +33% | 40.00 | 52.75 |
|
| Pitney Bowes (PBI) | 0.0 | $2.1k | 295.00 | 7.13 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $2.1k | 2.00 | 1051.00 |
|
|
| Micron Technology (MU) | 0.0 | $2.1k | 20.00 | 103.90 |
|
|
| Alexandria Real Estate Equities (ARE) | 0.0 | $2.0k | 17.00 | 120.00 |
|
|
| Align Technology (ALGN) | 0.0 | $2.0k | 8.00 | 254.25 |
|
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $1.9k | NEW | 79.00 | 23.95 |
|
| Devon Energy Corporation (DVN) | 0.0 | $1.9k | NEW | 48.00 | 39.10 |
|
| Servicenow (NOW) | 0.0 | $1.8k | NEW | 2.00 | 894.00 |
|
| Ishares Msci Gbl Etf New (FILL) | 0.0 | $1.8k | -47% | 70.00 | 25.13 |
|
| International Game Technolog Shs Usd (IGT) | 0.0 | $1.8k | 82.00 | 21.38 |
|
|
| Clearway Energy CL C (CWEN) | 0.0 | $1.7k | 57.00 | 30.67 |
|
|
| Walgreen Boots Alliance (WBA) | 0.0 | $1.7k | NEW | 195.00 | 8.96 |
|
| Gilead Sciences (GILD) | 0.0 | $1.7k | 20.00 | 86.45 |
|
|
| UGI Corporation (UGI) | 0.0 | $1.7k | 67.00 | 25.18 |
|
|
| Moderna (MRNA) | 0.0 | $1.7k | +127% | 25.00 | 66.80 |
|
| Dow (DOW) | 0.0 | $1.7k | NEW | 30.00 | 55.40 |
|
| Ryman Hospitality Pptys (RHP) | 0.0 | $1.6k | NEW | 14.00 | 114.93 |
|
| Kenvue (KVUE) | 0.0 | $1.5k | 64.00 | 23.48 |
|
|
| CarMax (KMX) | 0.0 | $1.5k | 19.00 | 77.37 |
|
|
| Corteva (CTVA) | 0.0 | $1.4k | NEW | 24.00 | 58.96 |
|
| Danaher Corporation (DHR) | 0.0 | $1.4k | 5.00 | 278.80 |
|
|
| Solventum Corp Com Shs (SOLV) | 0.0 | $1.4k | NEW | 20.00 | 69.70 |
|
| DNP Select Income Fund (DNP) | 0.0 | $1.4k | 137.00 | 10.04 |
|
|
| Okta Cl A (OKTA) | 0.0 | $1.3k | 17.00 | 74.29 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $1.2k | NEW | 10.00 | 118.50 |
|
| Kohl's Corporation (KSS) | 0.0 | $1.1k | 51.00 | 21.51 |
|
|
| Royal Caribbean Cruises (RCL) | 0.0 | $1.1k | 6.00 | 177.67 |
|
|
| Halliburton Company (HAL) | 0.0 | $1.0k | NEW | 36.00 | 29.06 |
|
| Ishares Tr Rus 1000 Grw Etf (XJH) | 0.0 | $972.000700 | +4% | 23.00 | 42.26 |
|
| Select Sector Spdr Tr Financial (XLRE) | 0.0 | $944.000400 | -53% | 21.00 | 44.95 |
|
| ON Semiconductor (ON) | 0.0 | $943.000500 | 13.00 | 72.54 |
|
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $912.999600 | 9.00 | 101.44 |
|
|
| Baxter International (BAX) | 0.0 | $834.999000 | NEW | 22.00 | 37.95 |
|
| Constellation Energy (CEG) | 0.0 | $780.000000 | 3.00 | 260.00 |
|
|
| Spdr Ser Tr S&p Divid Etf (JNK) | 0.0 | $705.999700 | 7.00 | 100.86 |
|
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $702.003000 | 87.00 | 8.07 |
|
|
| AES Corporation (AES) | 0.0 | $621.001300 | NEW | 31.00 | 20.03 |
|
| Expedia Group Com New (EXPE) | 0.0 | $592.000000 | 4.00 | 148.00 |
|
|
| Datadog Cl A Com (DDOG) | 0.0 | $575.000000 | NEW | 5.00 | 115.00 |
|
| Key (KEY) | 0.0 | $569.999800 | 34.00 | 16.76 |
|
|
| Spdr Ser Tr S&p Divid Etf (KRE) | 0.0 | $566.000000 | 10.00 | 56.60 |
|
|
| Zoom Video Communications In Cl A (ZM) | 0.0 | $557.000000 | NEW | 8.00 | 69.62 |
|
| Paypal Holdings (PYPL) | 0.0 | $546.000000 | -99% | 7.00 | 78.00 |
|
| Siriusxm Holdings Common Stock | 0.0 | $543.000100 | NEW | 23.00 | 23.61 |
|
| Spdr Ser Tr S&p Divid Etf (KBE) | 0.0 | $528.000000 | 10.00 | 52.80 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $504.998600 | NEW | 34.00 | 14.85 |
|
| Wp Carey (WPC) | 0.0 | $505.000000 | NEW | 8.00 | 63.12 |
|
| Southwest Airlines (LUV) | 0.0 | $502.999400 | NEW | 17.00 | 29.59 |
|
| CMS Energy Corporation (CMS) | 0.0 | $493.999800 | NEW | 7.00 | 70.57 |
|
| ConAgra Foods (CAG) | 0.0 | $487.999500 | NEW | 15.00 | 32.53 |
|
| Paramount Global Class B Com (PARA) | 0.0 | $368.998600 | NEW | 34.00 | 10.85 |
|
| Eaton Vance Tax Managed Diversified Eq. (ETY) | 0.0 | $355.999200 | NEW | 24.00 | 14.83 |
|
| Viatris (VTRS) | 0.0 | $335.999800 | -91% | 29.00 | 11.59 |
|
| Spdr Ser Tr S&p Divid Etf (XES) | 0.0 | $330.000000 | -50% | 4.00 | 82.50 |
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $275.000400 | -52% | 12.00 | 22.92 |
|
| Westport Fuel Systems (WPRT) | 0.0 | $183.000000 | -33% | 40.00 | 4.58 |
|
| Eaton Vance Risk Managed Diversified (ETJ) | 0.0 | $177.000200 | NEW | 19.00 | 9.32 |
|
| Organon & Co Common Stock (OGN) | 0.0 | $115.999800 | NEW | 6.00 | 19.33 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $112.000000 | 1.00 | 112.00 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $78.000000 | NEW | 2.00 | 39.00 |
|
| Grail (GRAL) | 0.0 | $55.000000 | 4.00 | 13.75 |
|
|
| Lumen Technologies (LUMN) | 0.0 | $15.000000 | NEW | 2.00 | 7.50 |
|
| Berry Pete Corp (BRY) | 0.0 | $10.000000 | 2.00 | 5.00 |
|
Past Filings by CBIZ Investment Advisory Services
SEC 13F filings are viewable for CBIZ Investment Advisory Services going back to 2019
- CBIZ Investment Advisory Services 2024 Q3 filed Nov. 12, 2024
- CBIZ Investment Advisory Services 2024 Q2 filed Aug. 9, 2024
- CBIZ Investment Advisory Services 2024 Q1 filed May 13, 2024
- CBIZ Investment Advisory Services 2023 Q4 filed Feb. 9, 2024
- CBIZ Investment Advisory Services 2023 Q3 filed Nov. 3, 2023
- CBIZ Investment Advisory Services 2023 Q2 filed Aug. 8, 2023
- CBIZ Investment Advisory Services 2023 Q1 filed May 9, 2023
- CBIZ Investment Advisory Services 2022 Q4 filed Feb. 1, 2023
- CBIZ Investment Advisory Services 2022 Q3 filed Nov. 1, 2022
- CBIZ Investment Advisory Services 2022 Q2 filed Aug. 2, 2022
- CBIZ Investment Advisory Services 2022 Q1 filed May 3, 2022
- CBIZ Investment Advisory Services 2021 Q4 filed Feb. 11, 2022
- CBIZ Investment Advisory Services 2021 Q3 filed Nov. 12, 2021
- CBIZ Investment Advisory Services 2021 Q2 filed Aug. 16, 2021
- CBIZ Investment Advisory Services 2021 Q1 filed May 17, 2021
- CBIZ Investment Advisory Services 2020 Q4 filed Feb. 16, 2021