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, VUG, VTV, VEU, QQQ, and represent 82.69% of CBIZ Investment Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: BND (+$79M), VEU (+$26M), VTV (+$13M), VUG (+$6.2M), VCIT, HYG, MTUM, VO, LQD, VEA.
- Started 115 new stock positions in PSA, AMRN, ELV, TGTX, NOK, MTEM, Brookfield Infrastructure Corp Com Sub Vtg A, GLW, SBAC, BURL.
- Reduced shares in these 10 stocks: BSV (-$22M), VTI, Bsco etf, IJH, SMLF, VTIP, AVGO, VONV, CBZ, AAPL.
- Sold out of its positions in AES, ALB, AXP, Avangrid, BAX, BIPC, CMS, CE, CIVI, DNP.
- CBIZ Investment Advisory Services was a net buyer of stock by $109M.
- CBIZ Investment Advisory Services has $2.0B in assets under management (AUM), dropping by 4.05%.
- Central Index Key (CIK): 0001795934
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Portfolio Holdings for CBIZ Investment Advisory Services
CBIZ Investment Advisory Services holds 478 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 22.5 | $451M | +21% | 6.3M | 71.91 |
|
| Vanguard Index Fds Growth Etf (VUG) | 17.6 | $352M | 857k | 410.44 |
|
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| Vanguard Index Fds Value Etf (VTV) | 16.6 | $333M | +3% | 2.0M | 169.30 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 15.9 | $319M | +8% | 5.6M | 57.41 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 10.1 | $202M | 396k | 511.23 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 4.4 | $88M | 333k | 264.13 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.3 | $47M | 267k | 175.23 |
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| TransDigm Group Incorporated (TDG) | 1.9 | $38M | 30k | 1267.28 |
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| Vanguard Index Fds Small Cp Etf (VB) | 1.5 | $30M | 126k | 240.28 |
|
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.2 | $24M | +8% | 311k | 78.65 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.2 | $24M | +10% | 303k | 80.27 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $19M | -10% | 66k | 289.81 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.9 | $19M | 32k | 588.69 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $9.0M | +3% | 189k | 47.82 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.3 | $5.4M | 67k | 81.25 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.3 | $5.0M | 19k | 266.72 |
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|
| Apple (AAPL) | 0.2 | $4.3M | 17k | 250.42 |
|
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| Ishares Msci Emrg Chn (EMXC) | 0.2 | $3.1M | +3% | 56k | 55.45 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $2.6M | 16k | 161.77 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.2M | -8% | 36k | 62.31 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $1.5M | NEW | 7.2k | 206.92 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.3M | 10k | 131.28 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.2M | 3.1k | 401.58 |
|
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $913k | NEW | 8.5k | 106.84 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $696k | 1.3k | 538.81 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $683k | +14% | 1.5k | 453.29 |
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| Amazon (AMZN) | 0.0 | $664k | +4% | 3.0k | 219.39 |
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| Microsoft Corporation (MSFT) | 0.0 | $641k | +2% | 1.5k | 421.62 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $576k | 5.0k | 115.23 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $534k | -97% | 6.9k | 77.27 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $513k | 7.3k | 70.28 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $467k | 6.2k | 75.61 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $456k | 2.4k | 189.28 |
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| Broadcom (AVGO) | 0.0 | $431k | -16% | 1.9k | 231.88 |
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| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.0 | $406k | 8.4k | 48.15 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.0 | $402k | 942.00 | 426.72 |
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| NVIDIA Corporation (NVDA) | 0.0 | $374k | +6% | 2.8k | 134.30 |
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| Eli Lilly & Co. (LLY) | 0.0 | $371k | -7% | 480.00 | 772.42 |
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| Cbiz (CBZ) | 0.0 | $359k | -18% | 4.4k | 81.83 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $349k | 594.00 | 587.99 |
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| Bank of America Corporation (BAC) | 0.0 | $338k | +530% | 7.7k | 43.95 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $300k | -5% | 1.3k | 239.63 |
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| Boston Scientific Corporation (BSX) | 0.0 | $275k | +41% | 3.1k | 89.32 |
|
| Wal-Mart Stores (WMT) | 0.0 | $266k | -14% | 2.9k | 90.59 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $262k | 2.0k | 132.10 |
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| Parke Ban (PKBK) | 0.0 | $258k | 13k | 20.51 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $253k | -2% | 2.8k | 89.07 |
|
| Eaton Corp SHS (ETN) | 0.0 | $239k | -22% | 719.00 | 331.84 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $237k | 532.00 | 444.68 |
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| UnitedHealth (UNH) | 0.0 | $234k | 463.00 | 505.59 |
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| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $217k | 11k | 20.65 |
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| Cibc Cad (CM) | 0.0 | $194k | 3.1k | 63.23 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $177k | 336.00 | 526.04 |
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| Chevron Corporation (CVX) | 0.0 | $171k | +6% | 1.2k | 144.78 |
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| Tesla Motors (TSLA) | 0.0 | $167k | +19% | 414.00 | 403.84 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $166k | 4.1k | 40.34 |
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| Abbvie (ABBV) | 0.0 | $165k | -2% | 927.00 | 177.71 |
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| Honeywell International (HON) | 0.0 | $160k | 710.00 | 225.77 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $141k | 3.2k | 44.03 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $130k | 209.00 | 623.22 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $127k | +200% | 5.5k | 23.18 |
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| McDonald's Corporation (MCD) | 0.0 | $126k | 435.00 | 289.87 |
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| Costco Wholesale Corporation (COST) | 0.0 | $122k | -5% | 133.00 | 915.11 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $120k | -42% | 2.5k | 48.42 |
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| Kemper Corp Del (KMPR) | 0.0 | $120k | 1.8k | 66.44 |
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| Sap Se Spon Adr (SAP) | 0.0 | $118k | 480.00 | 246.21 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $116k | 958.00 | 121.34 |
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| Home Depot (HD) | 0.0 | $114k | +4% | 293.00 | 388.63 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $114k | -9% | 1.2k | 92.59 |
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| Meta Platforms Cl A (META) | 0.0 | $108k | +28% | 184.00 | 585.51 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $103k | +200% | 4.4k | 23.68 |
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| Walt Disney Company (DIS) | 0.0 | $103k | +2% | 918.00 | 111.71 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $102k | +36% | 951.00 | 107.54 |
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| Oracle Corporation (ORCL) | 0.0 | $100k | +3% | 601.00 | 166.68 |
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| American Intl Group Com New (AIG) | 0.0 | $99k | -4% | 1.4k | 72.83 |
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| Illinois Tool Works (ITW) | 0.0 | $98k | 382.00 | 255.28 |
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| Citigroup Com New (C) | 0.0 | $95k | +4% | 1.4k | 70.39 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $94k | NEW | 1.3k | 72.45 |
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| Verizon Communications (VZ) | 0.0 | $93k | +556% | 2.3k | 39.99 |
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| Public Service Enterprise (PEG) | 0.0 | $82k | -12% | 974.00 | 84.50 |
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| Amphenol Corp Cl A (APH) | 0.0 | $81k | 1.2k | 69.62 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $81k | +2% | 696.00 | 115.73 |
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| At&t (T) | 0.0 | $81k | +276% | 3.5k | 22.77 |
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| Republic Services (RSG) | 0.0 | $81k | 400.00 | 201.18 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $79k | 4.0k | 19.48 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $79k | 4.1k | 19.43 |
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| Metropcs Communications (TMUS) | 0.0 | $79k | 356.00 | 220.61 |
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| Coca-Cola Company (KO) | 0.0 | $79k | +2% | 1.3k | 62.24 |
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| Advanced Micro Devices (AMD) | 0.0 | $78k | -5% | 645.00 | 120.79 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $77k | +75% | 158.00 | 487.05 |
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| Cme (CME) | 0.0 | $76k | -10% | 318.00 | 238.22 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.0 | $75k | 1.8k | 41.61 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $74k | +100% | 2.5k | 29.70 |
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| Sarepta Therapeutics (SRPT) | 0.0 | $71k | +163% | 587.00 | 121.59 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $70k | +5% | 1.2k | 58.93 |
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| Ishares Core Msci Emkt (IEMG) | 0.0 | $66k | +2% | 1.3k | 52.24 |
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| Pepsi (PEP) | 0.0 | $65k | +2% | 423.00 | 153.43 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $64k | 500.00 | 128.62 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $63k | 587.00 | 106.59 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $61k | 250.00 | 242.13 |
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| Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO) | 0.0 | $58k | -17% | 1.4k | 42.89 |
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| Repligen Corporation (RGEN) | 0.0 | $58k | NEW | 400.00 | 143.94 |
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| Vanguard World Utilities Etf (VPU) | 0.0 | $55k | 338.00 | 163.50 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $54k | NEW | 1.1k | 49.05 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $53k | 252.00 | 211.31 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $53k | 581.00 | 91.47 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $53k | 502.00 | 104.89 |
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| Johnson & Johnson (JNJ) | 0.0 | $52k | -11% | 358.00 | 144.45 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $51k | +47% | 2.6k | 19.59 |
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| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.0 | $50k | 1.1k | 46.61 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $49k | 248.00 | 198.18 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $49k | 1.3k | 37.54 |
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| CSX Corporation (CSX) | 0.0 | $48k | 1.5k | 32.26 |
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| Ensign (ENSG) | 0.0 | $47k | +38% | 354.00 | 132.98 |
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| Moderna (MRNA) | 0.0 | $47k | +4400% | 1.1k | 41.58 |
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| International Business Machines (IBM) | 0.0 | $45k | +4% | 206.00 | 220.34 |
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| Deere & Company (DE) | 0.0 | $45k | 106.00 | 423.32 |
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| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $44k | 1.0k | 43.24 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $44k | 156.00 | 280.06 |
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| Hamilton Lane Cl A (HLNE) | 0.0 | $43k | +26% | 287.00 | 148.68 |
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| Valero Energy Corporation (VLO) | 0.0 | $43k | +4% | 347.00 | 122.57 |
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| Encompass Health Corp (EHC) | 0.0 | $42k | +38% | 455.00 | 92.30 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $42k | 694.00 | 60.23 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $41k | +100% | 1.6k | 25.86 |
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| Trane Technologies SHS (TT) | 0.0 | $41k | -47% | 111.00 | 368.20 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $41k | 208.00 | 195.83 |
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| Hubspot (HUBS) | 0.0 | $40k | -30% | 57.00 | 696.77 |
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| Lowe's Companies (LOW) | 0.0 | $39k | +5% | 158.00 | 246.42 |
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| LeMaitre Vascular (LMAT) | 0.0 | $39k | +38% | 421.00 | 92.17 |
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| AFLAC Incorporated (AFL) | 0.0 | $39k | 373.00 | 103.44 |
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| Cisco Systems (CSCO) | 0.0 | $38k | 645.00 | 59.20 |
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| Phillips 66 (PSX) | 0.0 | $38k | +4% | 335.00 | 113.93 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $38k | 200.00 | 190.44 |
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| United States Steel Corporation (X) | 0.0 | $37k | NEW | 1.1k | 33.99 |
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| Houlihan Lokey Cl A (HLI) | 0.0 | $37k | -11% | 215.00 | 173.66 |
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| Kla Corp Com New (KLAC) | 0.0 | $37k | 58.00 | 631.79 |
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| Altria (MO) | 0.0 | $36k | +895% | 697.00 | 52.29 |
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| Cognex Corporation (CGNX) | 0.0 | $36k | +129% | 1.0k | 35.86 |
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| Federal Agric Mtg Corp CL C (AGM) | 0.0 | $36k | +38% | 180.00 | 197.10 |
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| Standex Int'l (SXI) | 0.0 | $35k | +22% | 186.00 | 187.47 |
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| Visa Com Cl A (V) | 0.0 | $35k | +9% | 109.00 | 316.57 |
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| Cohen & Steers (CNS) | 0.0 | $33k | +38% | 361.00 | 92.46 |
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| Marriott Intl Cl A (MAR) | 0.0 | $33k | 119.00 | 278.94 |
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| Tetra Tech (TTEK) | 0.0 | $33k | +10% | 830.00 | 39.84 |
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| Home BancShares (HOMB) | 0.0 | $33k | +38% | 1.2k | 28.30 |
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| UMH Properties (UMH) | 0.0 | $32k | +38% | 1.7k | 18.88 |
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| CRA International (CRAI) | 0.0 | $32k | +39% | 172.00 | 186.87 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $32k | 112.00 | 282.71 |
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| Lakeland Financial Corporation (LKFN) | 0.0 | $32k | +38% | 459.00 | 68.80 |
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| American Tower Reit (AMT) | 0.0 | $31k | -3% | 168.00 | 184.86 |
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| General Mills (GIS) | 0.0 | $30k | NEW | 474.00 | 63.77 |
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| Northern Oil And Gas Inc Mn (NOG) | 0.0 | $30k | +38% | 803.00 | 37.60 |
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| Bwx Technologies (BWXT) | 0.0 | $30k | +38% | 271.00 | 111.35 |
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| Brookfield Infrastructure Com Sub Vtg A | 0.0 | $30k | NEW | 754.00 | 39.99 |
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| Atlas Energy Solutions Com New (AESI) | 0.0 | $30k | +62% | 1.4k | 22.18 |
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| Chemed Corp Com Stk (CHE) | 0.0 | $30k | +64% | 56.00 | 530.27 |
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| Utz Brands Com Cl A (UTZ) | 0.0 | $29k | +38% | 1.9k | 15.72 |
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| Allstate Corporation (ALL) | 0.0 | $29k | 151.00 | 193.66 |
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| Air Lease Corp Cl A (AL) | 0.0 | $29k | +38% | 603.00 | 48.42 |
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| EOG Resources (EOG) | 0.0 | $29k | +34% | 236.00 | 122.58 |
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| U.S. Physical Therapy (USPH) | 0.0 | $29k | +59% | 326.00 | 88.64 |
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| Ge Aerospace Com New (GE) | 0.0 | $29k | NEW | 173.00 | 166.80 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $29k | 55.00 | 521.96 |
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| Halozyme Therapeutics (HALO) | 0.0 | $29k | NEW | 600.00 | 47.81 |
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| Valmont Industries (VMI) | 0.0 | $29k | +20% | 93.00 | 308.03 |
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| Automatic Data Processing (ADP) | 0.0 | $29k | 97.00 | 294.27 |
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| Schneider National CL B (SNDR) | 0.0 | $29k | +38% | 970.00 | 29.38 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $29k | +2% | 50.00 | 569.08 |
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| Martin Marietta Materials (MLM) | 0.0 | $28k | 55.00 | 517.27 |
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| Kinsale Cap Group (KNSL) | 0.0 | $28k | +35% | 61.00 | 465.33 |
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| Travel Leisure Ord (TNL) | 0.0 | $28k | +38% | 555.00 | 50.49 |
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| Dominion Resources (D) | 0.0 | $28k | +100% | 519.00 | 53.86 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $27k | +37% | 2.6k | 10.57 |
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| PriceSmart (PSMT) | 0.0 | $27k | +38% | 297.00 | 92.05 |
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| Atmos Energy Corporation (ATO) | 0.0 | $27k | 196.00 | 139.27 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $27k | NEW | 990.00 | 27.57 |
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| Qualcomm (QCOM) | 0.0 | $27k | 177.00 | 153.58 |
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| Sherwin-Williams Company (SHW) | 0.0 | $27k | 79.00 | 339.92 |
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| Cabot Corporation (CBT) | 0.0 | $27k | +39% | 294.00 | 91.20 |
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| Power Integrations (POWI) | 0.0 | $27k | +37% | 429.00 | 61.75 |
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| Hexcel Corporation (HXL) | 0.0 | $26k | +38% | 418.00 | 62.69 |
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| Napco Security Systems (NSSC) | 0.0 | $26k | +59% | 734.00 | 35.68 |
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| Wingstop (WING) | 0.0 | $26k | +62% | 91.00 | 284.43 |
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| Wyndham Hotels And Resorts (WH) | 0.0 | $25k | +38% | 252.00 | 100.77 |
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| Nexstar Media Group Common Stock (NXST) | 0.0 | $25k | +39% | 160.00 | 157.86 |
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| Abbott Laboratories (ABT) | 0.0 | $25k | 221.00 | 113.26 |
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| Casey's General Stores (CASY) | 0.0 | $25k | +40% | 63.00 | 396.78 |
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| Firstservice Corp (FSV) | 0.0 | $25k | +38% | 136.00 | 181.36 |
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| Materion Corporation (MTRN) | 0.0 | $25k | +38% | 249.00 | 99.03 |
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| Terreno Realty Corporation (TRNO) | 0.0 | $24k | +38% | 410.00 | 59.60 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $24k | NEW | 428.00 | 56.48 |
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| Kulicke and Soffa Industries (KLIC) | 0.0 | $24k | +38% | 514.00 | 46.86 |
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| Perrigo SHS (PRGO) | 0.0 | $24k | +39% | 930.00 | 25.70 |
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| New Jersey Resources Corporation (NJR) | 0.0 | $24k | 505.00 | 47.10 |
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| Shoe Carnival (SCVL) | 0.0 | $24k | +38% | 719.00 | 33.07 |
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| Las Vegas Sands (LVS) | 0.0 | $24k | -45% | 462.00 | 51.37 |
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| Southern Company (SO) | 0.0 | $24k | 287.00 | 82.21 |
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| Chesapeake Utilities Corporation (CPK) | 0.0 | $24k | +38% | 193.00 | 122.12 |
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| Landstar System (LSTR) | 0.0 | $23k | +38% | 136.00 | 172.26 |
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| Allison Transmission Hldngs I (ALSN) | 0.0 | $23k | +39% | 216.00 | 108.08 |
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| Nexpoint Residential Tr (NXRT) | 0.0 | $23k | +38% | 558.00 | 41.76 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $23k | 279.00 | 82.04 |
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| Cummins (CMI) | 0.0 | $23k | NEW | 65.00 | 348.60 |
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| Littelfuse (LFUS) | 0.0 | $23k | +37% | 95.00 | 236.47 |
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| Discover Financial Services (DFS) | 0.0 | $22k | +13% | 129.00 | 173.22 |
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| Brunswick Corporation (BC) | 0.0 | $22k | +38% | 345.00 | 64.71 |
|
| Matador Resources (MTDR) | 0.0 | $22k | NEW | 385.00 | 56.21 |
|
| UniFirst Corporation (UNF) | 0.0 | $22k | +65% | 126.00 | 171.63 |
|
| Concentrix Corp (CNXC) | 0.0 | $22k | +92% | 496.00 | 43.25 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $21k | 111.00 | 187.65 |
|
|
| Ufp Industries (UFPI) | 0.0 | $21k | +38% | 184.00 | 112.43 |
|
| Air Products & Chemicals (APD) | 0.0 | $21k | 71.00 | 291.06 |
|
|
| Universal Display Corporation (OLED) | 0.0 | $20k | +40% | 140.00 | 145.73 |
|
| Emerson Electric (EMR) | 0.0 | $20k | -41% | 161.00 | 124.06 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $20k | +775% | 350.00 | 56.58 |
|
| Uber Technologies (UBER) | 0.0 | $20k | +9% | 328.00 | 60.32 |
|
| L3harris Technologies (LHX) | 0.0 | $19k | +9% | 92.00 | 210.28 |
|
| Quaker Chemical Corporation (KWR) | 0.0 | $19k | +38% | 137.00 | 141.08 |
|
| Progressive Corporation (PGR) | 0.0 | $19k | 80.00 | 240.75 |
|
|
| Smucker J M Com New (SJM) | 0.0 | $19k | -7% | 173.00 | 110.12 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $19k | +11% | 764.00 | 24.92 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $19k | +12% | 54.00 | 352.19 |
|
| Illumina (ILMN) | 0.0 | $19k | +407% | 142.00 | 133.63 |
|
| Block Cl A (SQ) | 0.0 | $19k | -48% | 223.00 | 84.99 |
|
| Kforce (KFRC) | 0.0 | $19k | +38% | 332.00 | 56.65 |
|
| Realty Income (O) | 0.0 | $19k | 346.00 | 53.41 |
|
|
| Shutterstock (SSTK) | 0.0 | $18k | +38% | 602.00 | 30.34 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $18k | +2% | 204.00 | 89.47 |
|
| Stryker Corporation (SYK) | 0.0 | $18k | 50.00 | 361.82 |
|
|
| Clear Secure Com Cl A (YOU) | 0.0 | $18k | NEW | 666.00 | 26.65 |
|
| Chesapeake Energy Corp (EXE) | 0.0 | $17k | NEW | 173.00 | 99.55 |
|
| Ishares Tr Future Ai & Tech (ARTY) | 0.0 | $17k | NEW | 462.00 | 37.07 |
|
| Msa Safety Inc equity (MSA) | 0.0 | $17k | NEW | 103.00 | 165.82 |
|
| Sensata Technologies Hldg Pl SHS (ST) | 0.0 | $17k | +38% | 618.00 | 27.41 |
|
| Hershey Company (HSY) | 0.0 | $17k | 100.00 | 169.35 |
|
|
| Netflix (NFLX) | 0.0 | $17k | +90% | 19.00 | 891.32 |
|
| Patrick Industries (PATK) | 0.0 | $17k | +708% | 202.00 | 83.18 |
|
| Procter & Gamble Company (PG) | 0.0 | $16k | +15% | 98.00 | 167.12 |
|
| Halliburton Company (HAL) | 0.0 | $16k | +1572% | 602.00 | 27.19 |
|
| Exelon Corporation (EXC) | 0.0 | $16k | 435.00 | 37.61 |
|
|
| Six Flags Entertainment Corp (FUN) | 0.0 | $16k | 333.00 | 48.19 |
|
|
| Exp World Holdings Inc equities (EXPI) | 0.0 | $16k | +38% | 1.4k | 11.51 |
|
| D.R. Horton (DHI) | 0.0 | $16k | +12% | 112.00 | 140.42 |
|
| Wisdomtree Tr Us High Dividend (DHS) | 0.0 | $16k | 167.00 | 93.36 |
|
|
| Merck & Co (MRK) | 0.0 | $16k | -29% | 156.00 | 99.56 |
|
| Winmark Corporation (WINA) | 0.0 | $15k | +39% | 39.00 | 395.33 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.0 | $15k | 314.00 | 48.40 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $15k | 113.00 | 132.58 |
|
|
| S&p Global (SPGI) | 0.0 | $15k | 30.00 | 499.10 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $14k | +14% | 195.00 | 73.88 |
|
| Iradimed (IRMD) | 0.0 | $14k | +38% | 261.00 | 54.95 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $14k | +18% | 189.00 | 75.63 |
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.0 | $14k | 500.00 | 28.55 |
|
|
| Equinix (EQIX) | 0.0 | $14k | 15.00 | 950.93 |
|
|
| Citizens Financial (CFG) | 0.0 | $14k | +20% | 317.00 | 43.76 |
|
| Neurocrine Biosciences (NBIX) | 0.0 | $14k | NEW | 100.00 | 136.50 |
|
| United Parcel Service CL B (UPS) | 0.0 | $14k | 108.00 | 126.10 |
|
|
| Pfizer (PFE) | 0.0 | $13k | +26% | 505.00 | 26.53 |
|
| Prologis (PLD) | 0.0 | $13k | +15% | 126.00 | 105.86 |
|
| Ge Vernova (GEV) | 0.0 | $13k | NEW | 40.00 | 328.93 |
|
| BioMarin Pharmaceutical (BMRN) | 0.0 | $13k | NEW | 200.00 | 65.73 |
|
| Fresenius Medical Care Sponsored Adr (FMS) | 0.0 | $13k | NEW | 556.00 | 22.64 |
|
| Morgan Stanley Com New (MS) | 0.0 | $13k | NEW | 100.00 | 125.72 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $13k | -51% | 24.00 | 520.92 |
|
| Insperity (NSP) | 0.0 | $12k | +38% | 159.00 | 77.74 |
|
| Starbucks Corporation (SBUX) | 0.0 | $12k | +18% | 127.00 | 91.25 |
|
| Medtronic SHS (MDT) | 0.0 | $12k | -32% | 143.00 | 80.82 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $12k | 280.00 | 40.95 |
|
|
| Nextera Energy (NEE) | 0.0 | $11k | +46% | 154.00 | 71.64 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP) | 0.0 | $11k | 478.00 | 23.06 |
|
|
| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.0 | $11k | 469.00 | 23.28 |
|
|
| 3M Company (MMM) | 0.0 | $11k | 83.00 | 128.92 |
|
|
| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.0 | $11k | 477.00 | 22.39 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $11k | NEW | 500.00 | 21.35 |
|
| Sanofi Sponsored Adr (SNY) | 0.0 | $11k | -75% | 220.00 | 48.23 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $11k | NEW | 500.00 | 21.16 |
|
| Hldgs (UAL) | 0.0 | $10k | +24% | 107.00 | 97.10 |
|
| Micron Technology (MU) | 0.0 | $10k | +500% | 120.00 | 84.22 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $10k | +27% | 93.00 | 107.68 |
|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.0 | $9.8k | NEW | 444.00 | 22.04 |
|
| Twilio Cl A (TWLO) | 0.0 | $9.7k | 90.00 | 108.08 |
|
|
| Invesco Exchange Traded Fd T S&P MDCP400 VL (RFV) | 0.0 | $9.6k | 79.00 | 121.71 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $9.5k | NEW | 127.00 | 74.73 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.0 | $9.4k | 228.00 | 41.29 |
|
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.0 | $9.2k | NEW | 134.00 | 68.43 |
|
| salesforce (CRM) | 0.0 | $9.0k | +237% | 27.00 | 334.56 |
|
| Inventrust Pptys Corp Com New (IVT) | 0.0 | $8.9k | -63% | 293.00 | 30.35 |
|
| Ingersoll Rand (IR) | 0.0 | $8.8k | 97.00 | 90.46 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $8.7k | +24% | 46.00 | 189.59 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.0 | $8.5k | 170.00 | 50.28 |
|
|
| Ishares Msci Gbl Etf New (PICK) | 0.0 | $8.5k | +2% | 242.00 | 34.94 |
|
| Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.0 | $8.4k | 93.00 | 90.35 |
|
|
| Dupont De Nemours (DD) | 0.0 | $8.3k | +336% | 109.00 | 76.25 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $8.3k | +100% | 446.00 | 18.50 |
|
| Sempra Energy (SRE) | 0.0 | $8.0k | 91.00 | 88.07 |
|
|
| CoStar (CSGP) | 0.0 | $7.9k | -74% | 110.00 | 71.59 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.0 | $7.7k | 85.00 | 90.74 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $7.7k | -4% | 177.00 | 43.47 |
|
| Ford Motor Company (F) | 0.0 | $7.5k | 755.00 | 9.90 |
|
|
| Invesco Exchange Traded Fd T S&p Sml600 Val (RZV) | 0.0 | $7.4k | 67.00 | 110.90 |
|
|
| Servicenow (NOW) | 0.0 | $7.4k | +250% | 7.00 | 1060.14 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $7.1k | 41.00 | 172.41 |
|
|
| General Motors Company (GM) | 0.0 | $7.0k | 131.00 | 53.17 |
|
|
| Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.0 | $6.9k | 142.00 | 48.55 |
|
|
| Snowflake Cl A (SNOW) | 0.0 | $6.8k | +7% | 44.00 | 154.41 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.0 | $6.6k | NEW | 151.00 | 44.01 |
|
| Invesco Exchange Traded Fd T S&P SML600 GWT (RZG) | 0.0 | $6.6k | 133.00 | 49.54 |
|
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $6.5k | +36% | 26.00 | 248.31 |
|
| Vanguard World Financials Etf (VFH) | 0.0 | $6.3k | 53.00 | 118.08 |
|
|
| Corteva (CTVA) | 0.0 | $6.2k | +354% | 109.00 | 56.96 |
|
| Tg Therapeutics (TGTX) | 0.0 | $6.0k | NEW | 200.00 | 30.10 |
|
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $5.9k | 443.00 | 13.30 |
|
|
| Charter Communications Inc N Cl A (CHTR) | 0.0 | $5.8k | +30% | 17.00 | 342.76 |
|
| WSFS Financial Corporation (WSFS) | 0.0 | $5.7k | 108.00 | 53.00 |
|
|
| Ishares S&p Gsci Commodity- Unit Ben Int (GSG) | 0.0 | $5.4k | 247.00 | 21.77 |
|
|
| Zillow Group Cl C Cap Stk (Z) | 0.0 | $5.3k | 71.00 | 74.06 |
|
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $5.0k | 148.00 | 33.91 |
|
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $5.0k | +802% | 307.00 | 16.34 |
|
| Peak (DOC) | 0.0 | $5.0k | +129% | 246.00 | 20.27 |
|
| Nike CL B (NKE) | 0.0 | $4.9k | -63% | 65.00 | 75.51 |
|
| Philip Morris International (PM) | 0.0 | $4.9k | +66% | 40.00 | 121.50 |
|
| Crown Castle Intl (CCI) | 0.0 | $4.8k | +194% | 53.00 | 90.75 |
|
| HealthStream (HSTM) | 0.0 | $4.8k | NEW | 150.00 | 31.80 |
|
| Corning Incorporated (GLW) | 0.0 | $4.8k | NEW | 100.00 | 47.51 |
|
| Zscaler Incorporated (ZS) | 0.0 | $4.5k | 25.00 | 180.40 |
|
|
| First Solar (FSLR) | 0.0 | $4.4k | 25.00 | 176.24 |
|
|
| Dow (DOW) | 0.0 | $4.4k | +263% | 109.00 | 40.13 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $4.2k | NEW | 54.00 | 78.19 |
|
| Qiagen Nv Shs New (QGEN) | 0.0 | $4.1k | NEW | 93.00 | 44.53 |
|
| The Trade Desk Com Cl A (TTD) | 0.0 | $4.1k | 35.00 | 117.54 |
|
|
| Microstrategy Cl A New (MSTR) | 0.0 | $4.1k | NEW | 14.00 | 289.64 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $4.0k | +2% | 70.00 | 56.70 |
|
| Walgreen Boots Alliance (WBA) | 0.0 | $4.0k | +117% | 424.00 | 9.33 |
|
| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.0 | $3.9k | 83.00 | 47.58 |
|
|
| Gilead Sciences (GILD) | 0.0 | $3.9k | +115% | 43.00 | 91.56 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.0 | $3.9k | +94% | 154.00 | 25.54 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $3.9k | -87% | 101.00 | 38.69 |
|
| Wells Fargo & Company (WFC) | 0.0 | $3.9k | NEW | 55.00 | 70.24 |
|
| Ishares Msci Glb Slv&mtl (SLVP) | 0.0 | $3.7k | 318.00 | 11.53 |
|
|
| Viatris (VTRS) | 0.0 | $3.7k | +913% | 294.00 | 12.45 |
|
| Howmet Aerospace (HWM) | 0.0 | $3.6k | NEW | 33.00 | 109.36 |
|
| Evotec Sponsored Ads (EVO) | 0.0 | $3.5k | NEW | 840.00 | 4.16 |
|
| Roblox Corp Cl A (RBLX) | 0.0 | $3.3k | 57.00 | 57.86 |
|
|
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.0 | $3.3k | 44.00 | 74.75 |
|
|
| Capital One Financial (COF) | 0.0 | $3.2k | NEW | 18.00 | 178.33 |
|
| Evergy (EVRG) | 0.0 | $3.2k | 52.00 | 61.56 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $3.2k | 30.00 | 106.57 |
|
|
| Kenvue (KVUE) | 0.0 | $3.2k | +131% | 148.00 | 21.35 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $3.1k | 60.00 | 52.03 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $3.1k | 117.00 | 26.33 |
|
|
| Ares Capital Corporation (ARCC) | 0.0 | $3.0k | 139.00 | 21.93 |
|
|
| Danaher Corporation (DHR) | 0.0 | $3.0k | +160% | 13.00 | 230.08 |
|
| Omeros Corporation (OMER) | 0.0 | $3.0k | NEW | 300.00 | 9.88 |
|
| Palo Alto Networks (PANW) | 0.0 | $2.9k | NEW | 16.00 | 181.94 |
|
| Pitney Bowes (PBI) | 0.0 | $2.9k | +33% | 395.00 | 7.24 |
|
| Synchrony Financial (SYF) | 0.0 | $2.9k | NEW | 44.00 | 65.00 |
|
| Boeing Company (BA) | 0.0 | $2.8k | NEW | 16.00 | 177.00 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.0 | $2.8k | -95% | 46.00 | 60.83 |
|
| Genuine Parts Company (GPC) | 0.0 | $2.6k | 22.00 | 120.23 |
|
|
| Barrick Gold Corp (GOLD) | 0.0 | $2.6k | NEW | 170.00 | 15.50 |
|
| Devon Energy Corporation (DVN) | 0.0 | $2.6k | +64% | 79.00 | 32.73 |
|
| Datadog Cl A Com (DDOG) | 0.0 | $2.6k | +260% | 18.00 | 142.89 |
|
| Paypal Holdings (PYPL) | 0.0 | $2.6k | +328% | 30.00 | 85.37 |
|
| MetLife (MET) | 0.0 | $2.5k | +3% | 31.00 | 81.03 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.0 | $2.5k | 118.00 | 21.08 |
|
|
| Madrigal Pharmaceuticals (MDGL) | 0.0 | $2.5k | NEW | 8.00 | 308.62 |
|
| Oneok (OKE) | 0.0 | $2.3k | -80% | 23.00 | 100.39 |
|
| Freeport-mcmoran CL B (FCX) | 0.0 | $2.3k | -80% | 61.00 | 37.82 |
|
| Darden Restaurants (DRI) | 0.0 | $2.2k | NEW | 12.00 | 186.67 |
|
| Constellation Energy (CEG) | 0.0 | $2.2k | +233% | 10.00 | 223.70 |
|
| Enbridge (ENB) | 0.0 | $2.2k | -89% | 52.00 | 42.73 |
|
| Target Corporation (TGT) | 0.0 | $2.2k | NEW | 16.00 | 135.19 |
|
| Starwood Property Trust (STWD) | 0.0 | $2.1k | +2% | 107.00 | 19.52 |
|
| Fox Corp Cl A Com (FOXA) | 0.0 | $2.1k | NEW | 43.00 | 48.58 |
|
| Dollar General (DG) | 0.0 | $2.0k | NEW | 27.00 | 75.81 |
|
| Equifax (EFX) | 0.0 | $2.0k | NEW | 8.00 | 254.75 |
|
| ConAgra Foods (CAG) | 0.0 | $2.0k | +386% | 73.00 | 27.74 |
|
| Kellogg Company (K) | 0.0 | $2.0k | NEW | 25.00 | 80.96 |
|
| Lauder Estee Cos Cl A (EL) | 0.0 | $2.0k | +200% | 27.00 | 74.96 |
|
| Intel Corporation (INTC) | 0.0 | $2.0k | NEW | 100.00 | 20.05 |
|
| Avantor (AVTR) | 0.0 | $2.0k | NEW | 95.00 | 21.07 |
|
| Best Buy (BBY) | 0.0 | $2.0k | NEW | 23.00 | 86.74 |
|
| Burlington Stores (BURL) | 0.0 | $2.0k | NEW | 7.00 | 285.00 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $2.0k | NEW | 40.00 | 49.62 |
|
| Fortinet (FTNT) | 0.0 | $2.0k | NEW | 21.00 | 94.48 |
|
| Sun Communities (SUI) | 0.0 | $2.0k | -11% | 16.00 | 123.94 |
|
| Eastman Chemical Company (EMN) | 0.0 | $2.0k | +4% | 22.00 | 90.05 |
|
| Iqvia Holdings (IQV) | 0.0 | $2.0k | NEW | 10.00 | 196.50 |
|
| Clorox Company (CLX) | 0.0 | $1.9k | NEW | 12.00 | 162.33 |
|
| Applovin Corp Com Cl A (APP) | 0.0 | $1.9k | NEW | 6.00 | 323.83 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $1.9k | NEW | 9.00 | 214.89 |
|
| UGI Corporation (UGI) | 0.0 | $1.9k | 68.00 | 28.43 |
|
|
| Udr (UDR) | 0.0 | $1.9k | NEW | 44.00 | 43.41 |
|
| Intuit (INTU) | 0.0 | $1.9k | NEW | 3.00 | 628.67 |
|
| ConocoPhillips (COP) | 0.0 | $1.9k | NEW | 19.00 | 99.16 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $1.9k | NEW | 4.00 | 469.25 |
|
| Mid-America Apartment (MAA) | 0.0 | $1.9k | NEW | 12.00 | 154.58 |
|
| Waters Corporation (WAT) | 0.0 | $1.9k | NEW | 5.00 | 371.00 |
|
| Anthem (ELV) | 0.0 | $1.8k | NEW | 5.00 | 369.00 |
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $1.8k | NEW | 9.00 | 203.78 |
|
| Union Pacific Corporation (UNP) | 0.0 | $1.8k | NEW | 8.00 | 228.00 |
|
| Amgen (AMGN) | 0.0 | $1.8k | NEW | 7.00 | 260.57 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $1.8k | NEW | 13.00 | 139.54 |
|
| Workday Cl A (WDAY) | 0.0 | $1.8k | NEW | 7.00 | 258.00 |
|
| Campbell Soup Company (CPB) | 0.0 | $1.8k | NEW | 43.00 | 41.86 |
|
| Public Storage (PSA) | 0.0 | $1.8k | NEW | 6.00 | 299.50 |
|
| Humana (HUM) | 0.0 | $1.8k | NEW | 7.00 | 254.57 |
|
| Alexandria Real Estate Equities (ARE) | 0.0 | $1.8k | +5% | 18.00 | 98.89 |
|
| Cdw (CDW) | 0.0 | $1.8k | 10.00 | 175.50 |
|
|
| Ligand Pharmaceuticals Com New (LGND) | 0.0 | $1.7k | NEW | 16.00 | 107.12 |
|
| McKesson Corporation (MCK) | 0.0 | $1.7k | NEW | 3.00 | 570.67 |
|
| M&T Bank Corporation (MTB) | 0.0 | $1.7k | NEW | 9.00 | 188.00 |
|
| Align Technology (ALGN) | 0.0 | $1.7k | 8.00 | 208.50 |
|
|
| Ishares Glb Enr Prod Etf (FILL) | 0.0 | $1.7k | +4% | 73.00 | 22.75 |
|
| Cigna Corp (CI) | 0.0 | $1.7k | NEW | 6.00 | 276.00 |
|
| Norfolk Southern (NSC) | 0.0 | $1.6k | NEW | 7.00 | 234.71 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $1.6k | NEW | 12.00 | 136.33 |
|
| Ryman Hospitality Pptys (RHP) | 0.0 | $1.6k | +7% | 15.00 | 105.53 |
|
| CarMax (KMX) | 0.0 | $1.6k | 19.00 | 81.74 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $1.5k | -87% | 34.00 | 44.88 |
|
| Clearway Energy CL C (CWEN) | 0.0 | $1.5k | 57.00 | 26.00 |
|
|
| International Game Technolog Shs Usd (IGT) | 0.0 | $1.5k | 83.00 | 17.70 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $1.4k | 2.00 | 712.50 |
|
|
| Ventas (VTR) | 0.0 | $1.4k | NEW | 24.00 | 59.33 |
|
| Mongodb Cl A (MDB) | 0.0 | $1.4k | -64% | 6.00 | 232.83 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $1.4k | 6.00 | 231.17 |
|
|
| Myriad Genetics (MYGN) | 0.0 | $1.4k | NEW | 100.00 | 13.71 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $1.2k | NEW | 14.00 | 86.00 |
|
| Biogen Idec (BIIB) | 0.0 | $1.1k | NEW | 7.00 | 152.86 |
|
| Siriusxm Holdings Common Stock (SIRI) | 0.0 | $1.0k | +95% | 45.00 | 22.80 |
|
| Opko Health (OPK) | 0.0 | $1.0k | NEW | 698.00 | 1.47 |
|
| Ishares Tr Esg Scrd S&p Mid (XJH) | 0.0 | $962.000300 | 23.00 | 41.83 |
|
|
| Emergent BioSolutions (EBS) | 0.0 | $956.000000 | NEW | 100.00 | 9.56 |
|
| Bausch Health Companies (BHC) | 0.0 | $806.000000 | NEW | 100.00 | 8.06 |
|
| Amneal Pharmaceuticals Com Stk Cl A (AMRX) | 0.0 | $792.000000 | NEW | 100.00 | 7.92 |
|
| Expedia Group Com New (EXPE) | 0.0 | $745.000000 | 4.00 | 186.25 |
|
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $705.999900 | NEW | 3.00 | 235.33 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $701.000300 | 7.00 | 100.14 |
|
|
| Zoom Communications Cl A (ZM) | 0.0 | $653.000000 | 8.00 | 81.62 |
|
|
| Spdr Ser Tr S&p Regl Bkg (KRE) | 0.0 | $604.000000 | 10.00 | 60.40 |
|
|
| Key (KEY) | 0.0 | $583.001400 | 34.00 | 17.15 |
|
|
| Southwest Airlines (LUV) | 0.0 | $574.999500 | 17.00 | 33.82 |
|
|
| Spdr Ser Tr S&p Bk Etf (KBE) | 0.0 | $555.000000 | 10.00 | 55.50 |
|
|
| Vistra Energy (VST) | 0.0 | $551.000000 | NEW | 4.00 | 137.75 |
|
| Targa Res Corp (TRGP) | 0.0 | $536.000100 | NEW | 3.00 | 178.67 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $443.000000 | NEW | 100.00 | 4.43 |
|
| Alcoa (AA) | 0.0 | $416.000200 | NEW | 11.00 | 37.82 |
|
| Medical Properties Trust (MPW) | 0.0 | $395.000000 | NEW | 100.00 | 3.95 |
|
| Halyard Health (AVNS) | 0.0 | $365.999000 | NEW | 23.00 | 15.91 |
|
| Paramount Global Class B Com (PARA) | 0.0 | $365.001000 | +2% | 35.00 | 10.43 |
|
| Grail (GRAL) | 0.0 | $357.000000 | +400% | 20.00 | 17.85 |
|
| Chemours (CC) | 0.0 | $338.000000 | NEW | 20.00 | 16.90 |
|
| Lensar (LNSR) | 0.0 | $330.998300 | NEW | 37.00 | 8.95 |
|
| Spdr Ser Tr Oilgas Equip (XES) | 0.0 | $324.000000 | 4.00 | 81.00 |
|
|
| Omniab (OABI) | 0.0 | $276.003000 | NEW | 78.00 | 3.54 |
|
| Durect Corp Com New (DRRX) | 0.0 | $270.000000 | NEW | 360.00 | 0.75 |
|
| Coherus Biosciences (CHRS) | 0.0 | $214.999200 | NEW | 156.00 | 1.38 |
|
| Organon & Co Common Stock (OGN) | 0.0 | $149.000000 | +66% | 10.00 | 14.90 |
|
| Westport Fuel Systems (WPRT) | 0.0 | $143.000000 | 40.00 | 3.58 |
|
|
| Biosante Pharmaceuticals (ANIP) | 0.0 | $111.000000 | NEW | 2.00 | 55.50 |
|
| Veralto Corp Com Shs (VLTO) | 0.0 | $102.000000 | 1.00 | 102.00 |
|
|
| Cogent Communications Hldgs Com New (CCOI) | 0.0 | $91.000000 | -99% | 1.00 | 91.00 |
|
| Draftkings Com Cl A (DKNG) | 0.0 | $74.000000 | 2.00 | 37.00 |
|
|
| Lexicon Pharmaceuticals Com New (LXRX) | 0.0 | $52.000400 | NEW | 71.00 | 0.73 |
|
| Amarin Corp Spons Adr New (AMRN) | 0.0 | $49.000000 | NEW | 100.00 | 0.49 |
|
| Pluri Com New (PLUR) | 0.0 | $29.999900 | NEW | 7.00 | 4.29 |
|
| Brainstorm Cell Therapeutics (BCLI) | 0.0 | $30.000100 | NEW | 13.00 | 2.31 |
|
| Prothena Corp SHS (PRTA) | 0.0 | $28.000000 | NEW | 2.00 | 14.00 |
|
| Cogent Biosciences (COGT) | 0.0 | $23.000100 | NEW | 3.00 | 7.67 |
|
| Community Health Systems (CYH) | 0.0 | $16.999800 | NEW | 6.00 | 2.83 |
|
| Q32 Bio (QTTB) | 0.0 | $17.000000 | NEW | 5.00 | 3.40 |
|
| Assertio Holdings Com New (ASRT) | 0.0 | $15.000800 | NEW | 17.00 | 0.88 |
|
| Curis (CRIS) | 0.0 | $15.000000 | NEW | 5.00 | 3.00 |
|
| Lumen Technologies (LUMN) | 0.0 | $12.000000 | 2.00 | 6.00 |
|
|
| Berry Pete Corp (BRY) | 0.0 | $8.000000 | 2.00 | 4.00 |
|
|
| The Beachbody Company Com Cl A New (BODI) | 0.0 | $6.000000 | NEW | 1.00 | 6.00 |
|
| Eaton Vance Risk Managed Diversified (ETJ) | 0.0 | $0 | 0 | 0.00 |
|
|
| Molecular Templates Com New (MTEM) | 0.0 | $0 | NEW | 6.00 | 0.00 |
|
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 Q4 filed Feb. 10, 2025
- 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