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Cbiz shares owned by Spectrum Wealth Counsel

Quarter-by-quarter ownership of Cbiz (CBZ) shares owned by Spectrum Wealth Counsel from 13F filings

Historical chart of Spectrum Wealth Counsel investment in Cbiz

Tip: Access up to 7 years of quarterly data

All positions including Cbiz held by Spectrum Wealth Counsel consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cbiz by Spectrum Wealth Counsel

Quarter filed Position value Share count Share price at filing
2024-09-30 $139k 2.1k 67.29

More positions owned by Spectrum Wealth Counsel

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Apple (AAPL)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Eli Lilly & Co. (LLY)
Ishares Tr Eafe Grwth Etf (EFG)
Broadcom (AVGO)
Meta Platforms Cl A (META)
TJX Companies (TJX)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Spectrum Wealth Counsel

Top funds holding Cbiz

Vanguard Group
Capital Research Global Investors
BlackRock
BlackRock
Morgan Stanley
Burgundy Asset Management
Dimensional Fund Advisors
Neuberger Berman Group
Allspring Global Investments Holdings
State Street Corporation
Geode Capital Management
Bloombergsen Investment Partners
Northern Trust
Silvercrest Asset Management Group
Capital World Investors

View all funds holding Cbiz