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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
2025-03-31 $156k 2.1k 75.86
2024-12-31 $169k 2.1k 81.83
2024-09-30 $139k 2.1k 67.29

More positions owned by Spectrum Wealth Counsel

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Apple (AAPL)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
Eli Lilly & Co Call Call Option (Principal) (LLY)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr S&p 500 Val Etf (IVE)
TJX Companies (TJX)
Meta Platforms Call Call Option (Principal) (META)
Visa Com Cl A (V)
JPMorgan Chase & Co. (JPM)

View all positions for Spectrum Wealth Counsel

Top funds holding Cbiz

Vanguard Group
Durable Capital Partners
BlackRock
Morgan Stanley
FMR
Capital Research Global Investors
Burgundy Asset Management
P2 Capital Partners
State Street Corporation
Geode Capital Management
Bloombergsen Investment Partners
Henderson Group
Northern Trust
Silvercrest Asset Management Group
Capital World Investors

View all funds holding Cbiz