Cbiz Investment Advisory Services 13F annual report
Cbiz Investment Advisory Services is an investment fund managing more than $1.62 trillion ran by Christopher Brown. There are currently 312 companies in Mr. Brown’s portfolio. The largest investments include Vanguard Bd Index Fds and Vanguard Index Fds, together worth $1.13 trillion.
Limited to 30 biggest holdings
$1.62 trillion Assets Under Management (AUM)
As of 2nd August 2024, Cbiz Investment Advisory Services’s top holding is 5,242,831 shares of Vanguard Bd Index Fds currently worth over $379 billion and making up 23.5% of the portfolio value.
In addition, the fund holds 3,288,696 shares of Vanguard Index Fds worth $753 billion.
The third-largest holding is Vanguard Intl Equity Index F worth $306 billion and the next is Invesco Exchange Traded Fd T worth $43.7 billion, with 266,337 shares owned.
Currently, Cbiz Investment Advisory Services's portfolio is worth at least $1.62 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Cbiz Investment Advisory Services
The Cbiz Investment Advisory Services office and employees reside in Independence, Ohio. According to the last 13-F report filed with the SEC, Christopher Brown serves as the Chief Compliance Officer at Cbiz Investment Advisory Services.
Recent trades
In the most recent 13F filing, Cbiz Investment Advisory Services revealed that it had opened a new position in
Adobe Inc and bought 527 shares worth $293 million.
This means they effectively own approximately 0.1% of the company.
Adobe Inc makes up
7.8%
of the fund's Technology sector allocation and has grown its share price by 3.2% in the past year.
The investment fund also strengthened its position in Vanguard Bd Index Fds by buying
919,973 additional shares.
This makes their stake in Vanguard Bd Index Fds total 5,242,831 shares worth $379 billion.
On the other hand, there are companies that Cbiz Investment Advisory Services is getting rid of from its portfolio.
Cbiz Investment Advisory Services closed its position in Camden Ppty Tr on 9th August 2024.
It sold the previously owned 275 shares for $27.3 million.
Christopher Brown also disclosed a decreased stake in Vanguard Scottsdale Fds by 0.4%.
This leaves the value of the investment at $31 billion and 348,607 shares.
One of the largest hedge funds
The two most similar investment funds to Cbiz Investment Advisory Services are E Fund Management Co and Centiva Capital, L.P.. They manage $1.61 trillion and $1.61 trillion respectively.
Christopher Brown investment strategy
Cbiz Investment Advisory Services’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Industrials — making up 2.4% of
the total portfolio value.
The fund focuses on investments in the United States as
53.5% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
39% of the total holdings value.
On the other hand, small-cap stocks make up only 0.6% of the portfolio.
The average market cap of the portfolio companies is close to $102 billion.
The complete list of Cbiz Investment Advisory Services trades based on 13F SEC filings
These positions were updated on August 9th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Bd Index Fds |
21.28%
5,242,831
|
$379,033,643,000 | 23.45% |
| Vanguard Index Fds |
12.03%
3,288,696
|
$752,928,578,000 | 46.58% |
| Vanguard Intl Equity Index F |
12.60%
5,215,598
|
$305,798,767,000 | 18.92% |
| Invesco Exchange Traded Fd T |
87.92%
266,337
|
$43,677,789,000 | 2.70% |
| Transdigm Group Incorporated |
No change
29,594
|
$37,809,590,000 | 2.34% |
| Vanguard Scottsdale Fds |
36.12%
348,607
|
$30,984,843,000 | 1.92% |
| Ishares Tr |
10.51%
373,545
|
$44,434,508,000 | 2.75% |
| Apple Inc |
9.05%
20,437
|
$4,304,463,000 | 0.27% |
| Microsoft Corporation |
1.36%
3,586
|
$1,602,576,000 | 0.10% |
| Cisco Sys Inc |
No change
18,834
|
$894,790,000 | 0.06% |
| Berkshire Hathaway Inc. |
No change
1,468
|
$597,191,000 | 0.04% |
| Amazon.com Inc. |
231.45%
2,645
|
$511,146,000 | 0.03% |
| Invesco Exch Trd Slf Idx Fd |
0.62%
45,649
|
$947,072,000 | 0.06% |
| Eli Lilly Co |
16.21%
517
|
$468,305,000 | 0.03% |
| Cbiz Inc |
1.19%
5,389
|
$399,325,000 | 0.02% |
| Alphabet Inc |
3.26%
2,318
|
$422,529,000 | 0.03% |
| Spdr Ser Tr |
0.27%
12,168
|
$820,935,000 | 0.05% |
| Spdr Dow Jones Indl Average |
No change
942
|
$369,267,000 | 0.02% |
| Broadcom Inc |
0.45%
224
|
$358,852,000 | 0.02% |
| Spdr Sp 500 Etf Tr |
No change
593
|
$323,937,000 | 0.02% |
| Adobe Inc |
Opened
527
|
$292,770,000 | 0.02% |
| U-Haul Holding Company |
No change
5,000
|
$300,955,000 | 0.02% |
| NVIDIA Corp |
1,621.31%
2,100
|
$259,449,000 | 0.02% |
| Eaton Corp Plc |
0.13%
795
|
$249,247,000 | 0.02% |
| Jpmorgan Chase Co. |
0.09%
1,170
|
$236,601,000 | 0.01% |
| Walmart Inc |
No change
3,443
|
$233,108,000 | 0.01% |
| Unitedhealth Group Inc |
No change
434
|
$221,250,000 | 0.01% |
| Vanguard Malvern Fds |
0.85%
4,549
|
$221,235,000 | 0.01% |
| Parke Bancorp Inc |
No change
12,567
|
$218,666,000 | 0.01% |
| Chevron Corp. |
0.53%
1,116
|
$174,612,000 | 0.01% |
| PayPal Holdings Inc |
0.25%
2,807
|
$162,890,000 | 0.01% |
| Invesco Exchange Traded Fd T |
Opened
5,900
|
$224,246,000 | 0.01% |
| Honeywell International Inc |
2.87%
710
|
$151,528,000 | 0.01% |
| Verizon Communications Inc |
0.03%
3,640
|
$150,120,000 | 0.01% |
| Canadian Imperial Bk Comm To |
No change
3,072
|
$146,043,000 | 0.01% |
| Abbvie Inc |
10.06%
796
|
$136,528,000 | 0.01% |
| Boston Scientific Corp. |
No change
1,730
|
$133,227,000 | 0.01% |
| Ishares Inc |
1.96%
2,915
|
$148,490,000 | 0.01% |
| Vanguard World Fd |
99.28%
1,201
|
$163,364,000 | 0.01% |
| Costco Whsl Corp New |
0.70%
142
|
$120,556,000 | 0.01% |
| Mastercard Incorporated |
No change
270
|
$119,285,000 | 0.01% |
| Schwab Strategic Tr |
Opened
5,317
|
$321,857,000 | 0.02% |
| Lam Research Corp. |
No change
105
|
$112,288,000 | 0.01% |
| Mcdonalds Corp |
18.90%
429
|
$109,331,000 | 0.01% |
| Kemper Corp |
No change
1,805
|
$107,091,000 | 0.01% |
| Home Depot, Inc. |
No change
282
|
$96,958,000 | 0.01% |
| Sap SE |
No change
480
|
$96,821,000 | 0.01% |
| Illinois Tool Wks Inc |
No change
382
|
$91,132,000 | 0.01% |
| Advanced Micro Devices Inc. |
3.67%
525
|
$85,160,000 | 0.01% |
| Disney Walt Co |
No change
802
|
$79,599,000 | 0.00% |
| Coca-Cola Co |
14.65%
1,229
|
$78,816,000 | 0.00% |
| Meta Platforms Inc |
246.67%
156
|
$78,683,000 | 0.00% |
| Bank America Corp |
35.19%
1,971
|
$78,386,000 | 0.00% |
| Republic Svcs Inc |
No change
400
|
$77,736,000 | 0.00% |
| Exxon Mobil Corp. |
15.18%
660
|
$76,006,000 | 0.00% |
| American Intl Group Inc |
0.20%
1,017
|
$75,493,000 | 0.00% |
| Amphenol Corp. |
100.00%
1,062
|
$71,682,000 | 0.00% |
| Trane Technologies plc |
No change
211
|
$69,290,000 | 0.00% |
| Tesla Inc |
152.55%
346
|
$68,466,000 | 0.00% |
| RTX Corp |
11.24%
679
|
$68,157,000 | 0.00% |
| Vanguard Star Fds |
No change
1,129
|
$68,079,000 | 0.00% |
| Pepsico Inc |
No change
411
|
$67,791,000 | 0.00% |
| Oracle Corp. |
No change
472
|
$66,603,000 | 0.00% |
| Spdr Gold Tr |
10.40%
276
|
$59,343,000 | 0.00% |
| T-Mobile US Inc |
0.93%
326
|
$57,364,000 | 0.00% |
| Public Svc Enterprise Grp In |
25.38%
738
|
$54,387,000 | 0.00% |
| Comcast Corp New |
4.96%
1,361
|
$53,297,000 | 0.00% |
| Valero Energy Corp. |
No change
333
|
$52,157,000 | 0.00% |
| Johnson Johnson |
0.29%
345
|
$50,353,000 | 0.00% |
| CSX Corp. |
2.18%
1,483
|
$49,612,000 | 0.00% |
| CME Group Inc |
1.19%
250
|
$49,235,000 | 0.00% |
| KLA Corp. |
No change
58
|
$47,937,000 | 0.00% |
| American Express Co. |
No change
200
|
$46,310,000 | 0.00% |
| Mondelez International Inc. |
15.88%
694
|
$45,696,000 | 0.00% |
| Phillips 66 |
No change
320
|
$45,174,000 | 0.00% |
| Lockheed Martin Corp. |
No change
90
|
$42,192,000 | 0.00% |
| Deere Co |
49.03%
105
|
$39,533,000 | 0.00% |
| Vanguard Specialized Funds |
No change
208
|
$37,970,000 | 0.00% |
| Qualcomm, Inc. |
No change
177
|
$35,220,000 | 0.00% |
| American Tower Corp. |
25.32%
174
|
$34,104,000 | 0.00% |
| Aflac Inc. |
No change
373
|
$33,312,000 | 0.00% |
| Lowes Cos Inc |
No change
151
|
$33,237,000 | 0.00% |
| Houlihan Lokey Inc |
No change
242
|
$32,636,000 | 0.00% |
| Ensign Group Inc |
1.50%
262
|
$32,431,000 | 0.00% |
| Essential Utils Inc |
No change
862
|
$32,178,000 | 0.00% |
| Martin Marietta Matls Inc |
No change
55
|
$29,843,000 | 0.00% |
| Gallagher Arthur J Co |
0.90%
112
|
$28,916,000 | 0.00% |
| Marriott Intl Inc New |
No change
119
|
$28,771,000 | 0.00% |
| Abrdn Silver Etf Trust |
No change
1,000
|
$27,840,000 | 0.00% |
| Camden Ppty Tr |
Closed
275
|
$27,343,000 | |
| Thermo Fisher Scientific Inc. |
10.91%
49
|
$27,135,000 | 0.00% |
| HubSpot Inc |
19.30%
46
|
$27,130,000 | 0.00% |
| Spdr Sp Midcap 400 Etf Tr |
No change
49
|
$26,562,000 | 0.00% |
| Encompass Health Corp |
1.60%
307
|
$26,364,000 | 0.00% |
| Hamilton Lane Inc |
0.93%
212
|
$26,361,000 | 0.00% |
| Visa Inc |
No change
100
|
$26,295,000 | 0.00% |
| Spdr Index Shs Fds |
108.61%
630
|
$26,158,000 | 0.00% |
| Intuitive Surgical Inc |
21.43%
55
|
$24,467,000 | 0.00% |
| Pioneer Nat Res Co |
Closed
93
|
$24,394,000 | |
| Allstate Corp (The) |
No change
151
|
$24,241,000 | 0.00% |
| Universal Display Corp. |
0.89%
113
|
$23,812,000 | 0.00% |
| Sherwin-Williams Co. |
No change
79
|
$23,576,000 | 0.00% |
| Lemaitre Vascular Inc |
11.80%
284
|
$23,347,000 | 0.00% |
| Automatic Data Processing In |
No change
97
|
$23,289,000 | 0.00% |
| Abbott Labs |
31.15%
221
|
$22,973,000 | 0.00% |
| Standex Intl Corp |
0.70%
142
|
$22,928,000 | 0.00% |
| Atmos Energy Corp. |
No change
196
|
$22,863,000 | 0.00% |
| CRA International Inc. |
15.38%
132
|
$22,809,000 | 0.00% |
| Tetra Tech, Inc. |
No change
110
|
$22,527,000 | 0.00% |
| Wingstop Inc |
14.52%
53
|
$22,417,000 | 0.00% |
| International Business Machs |
No change
129
|
$22,311,000 | 0.00% |
| Ishares Tr |
Opened
451
|
$31,004,000 | 0.00% |
| Eog Res Inc |
No change
176
|
$22,153,000 | 0.00% |
| Federal Agric Mtg Corp |
1.67%
122
|
$22,055,000 | 0.00% |
| The Southern Co. |
0.35%
284
|
$22,054,000 | 0.00% |
| Uber Technologies Inc |
No change
300
|
$21,804,000 | 0.00% |
| New Jersey Res Corp |
No change
505
|
$21,796,000 | 0.00% |
| Texas Instrs Inc |
No change
111
|
$21,583,000 | 0.00% |
| Utz Brands, Inc. |
1.56%
1,258
|
$21,038,000 | 0.00% |
| Sanofi |
No change
430
|
$20,864,000 | 0.00% |
| Peakstone Realty Trust |
No change
1,917
|
$20,752,000 | 0.00% |
| Northern Oil Gas Inc |
1.28%
540
|
$20,277,000 | 0.00% |
| Shoe Carnival, Inc. |
13.17%
547
|
$20,193,000 | 0.00% |
| Chord Energy Corporation |
No change
120
|
$20,174,000 | 0.00% |
| Inventrust Pptys Corp |
26.46%
806
|
$20,148,000 | 0.00% |
| Merck Co Inc |
38.31%
161
|
$20,017,000 | 0.00% |
| Valmont Inds Inc |
No change
72
|
$19,832,000 | 0.00% |
| Air Lease Corp |
1.22%
405
|
$19,331,000 | 0.00% |
| Caseys Gen Stores Inc |
23.08%
50
|
$19,094,000 | 0.00% |
| Lakeland Finl Corp |
1.91%
308
|
$18,967,000 | 0.00% |
| Home Bancshares Inc |
1.38%
789
|
$18,894,000 | 0.00% |
| L3Harris Technologies Inc |
No change
84
|
$18,865,000 | 0.00% |
| Smucker J M Co |
No change
173
|
$18,864,000 | 0.00% |
| Inter Parfums, Inc. |
0.62%
162
|
$18,799,000 | 0.00% |
| Civitas Resources Inc |
2.17%
270
|
$18,625,000 | 0.00% |
| EQT Corp |
Closed
502
|
$18,615,000 | |
| Hershey Company |
No change
100
|
$18,383,000 | 0.00% |
| Umh Pptys Inc |
11.99%
1,149
|
$18,380,000 | 0.00% |
| Air Prods Chems Inc |
No change
71
|
$18,345,000 | 0.00% |
| Materion Corp |
11.98%
169
|
$18,297,000 | 0.00% |
| Cabot Corp. |
0.50%
199
|
$18,282,000 | 0.00% |
| Realty Income Corp. |
No change
346
|
$18,276,000 | 0.00% |
| Bank Ozk Little Rock Ark |
Closed
396
|
$18,002,000 | |
| U.S. Physical Therapy, Inc. |
No change
192
|
$17,735,000 | 0.00% |
| Emerson Elec Co |
No change
161
|
$17,731,000 | 0.00% |
| Cohen Steers Inc |
2.01%
244
|
$17,715,000 | 0.00% |
| BWX Technologies Inc |
17.49%
184
|
$17,437,000 | 0.00% |
| Chemed Corp. |
3.03%
32
|
$17,376,000 | 0.00% |
| Boeing Co. |
Closed
90
|
$17,369,000 | |
| Brookfield Infrastructure Corporation |
1.17%
509
|
$17,127,000 | 0.00% |
| Stryker Corp. |
50.00%
50
|
$17,096,000 | 0.00% |
| Landstar Sys Inc |
17.95%
92
|
$17,003,000 | 0.00% |
| Travel Plus Leisure Co |
1.06%
373
|
$16,793,000 | 0.00% |
| Progressive Corp. |
No change
80
|
$16,696,000 | 0.00% |
| Terreno Rlty Corp |
1.78%
276
|
$16,463,000 | 0.00% |
| Littelfuse, Inc. |
1.54%
64
|
$16,405,000 | 0.00% |
| Power Integrations Inc. |
0.85%
233
|
$16,330,000 | 0.00% |
| Kinsale Cap Group Inc |
No change
42
|
$16,188,000 | 0.00% |
| Honda Motor |
No change
500
|
$16,120,000 | 0.00% |
| Cognex Corp. |
1.73%
340
|
$15,919,000 | 0.00% |
| Quaker Houghton |
17.72%
93
|
$15,799,000 | 0.00% |
| Schneider National Inc |
19.27%
650
|
$15,772,000 | 0.00% |
| Shutterstock Inc |
19.17%
404
|
$15,622,000 | 0.00% |
| Las Vegas Sands Corp |
0.57%
352
|
$15,573,000 | 0.00% |
| Costar Group, Inc. |
No change
210
|
$15,569,000 | 0.00% |
| Nexstar Media Group Inc |
No change
92
|
$15,285,000 | 0.00% |
| Schlumberger Ltd. |
31.70%
321
|
$15,238,000 | 0.00% |
| Concentrix Corporation |
16.43%
241
|
$15,222,000 | 0.00% |
| Freeport-McMoRan Inc |
No change
311
|
$15,120,000 | 0.00% |
| CVS Health Corp |
No change
255
|
$15,084,000 | 0.00% |
| Exelon Corp. |
0.23%
434
|
$15,019,000 | 0.00% |
| Discover Finl Svcs |
No change
114
|
$14,912,000 | 0.00% |
| Hexcel Corp. |
25.26%
238
|
$14,890,000 | 0.00% |
| Nexpoint Residential Tr Inc |
1.06%
375
|
$14,834,000 | 0.00% |
| United Parcel Service, Inc. |
No change
108
|
$14,780,000 | 0.00% |
| Accenture Plc Ireland |
No change
48
|
$14,570,000 | 0.00% |
| D.R. Horton Inc. |
No change
100
|
$14,155,000 | 0.00% |
| Wisdomtree Tr |
No change
167
|
$14,127,000 | 0.00% |
| Brunswick Corp. |
0.51%
194
|
$14,121,000 | 0.00% |
| Procter And Gamble Co |
1.18%
86
|
$14,103,000 | 0.00% |
| Kforce Inc. |
0.88%
225
|
$14,004,000 | 0.00% |
| Six Flags Entertainment Corp. |
Closed
333
|
$13,953,000 | |
| Chesapeake Utils Corp |
No change
130
|
$13,931,000 | 0.00% |
| UFP Industries Inc |
No change
124
|
$13,930,000 | 0.00% |
| Sarepta Therapeutics Inc |
32.03%
87
|
$13,746,000 | 0.00% |
| Pricesmart Inc. |
63.11%
168
|
$13,634,000 | 0.00% |
| Warner Bros.Discovery Inc |
2,440.28%
1,829
|
$13,608,000 | 0.00% |
| Nike, Inc. |
38.36%
180
|
$13,604,000 | 0.00% |
| Celanese Corp |
No change
100
|
$13,551,000 | 0.00% |
| Southwestern Energy Company |
No change
2,000
|
$13,460,000 | 0.00% |
| Perrigo Co Plc |
1.32%
522
|
$13,417,000 | 0.00% |
| Sp Global Inc |
No change
30
|
$13,409,000 | 0.00% |
| Kulicke Soffa Inds Inc |
1.10%
270
|
$13,316,000 | 0.00% |
| Papa Johns Intl Inc |
Closed
199
|
$13,232,000 | |
| Cogent Communications Hldgs |
0.43%
234
|
$13,210,000 | 0.00% |
| Block Inc |
70.00%
204
|
$13,156,000 | 0.00% |
| Spdr Ser Tr |
Opened
889
|
$30,809,000 | 0.00% |
| Stevanato Group S.p.A. |
2.08%
706
|
$12,989,000 | 0.00% |
| Atlas Energy Solutions Inc |
124.57%
649
|
$12,934,000 | 0.00% |
| Att Inc |
47.19%
676
|
$12,918,000 | 0.00% |
| Schwab Charles Corp |
No change
171
|
$12,577,000 | 0.00% |
| Sensata Technologies Hldg Pl |
Opened
336
|
$12,563,000 | 0.00% |
| Dominion Energy Inc |
No change
250
|
$12,250,000 | 0.00% |
| Prologis Inc |
40.76%
109
|
$12,239,000 | 0.00% |
| Unifirst Corp Mass |
No change
71
|
$12,204,000 | 0.00% |
| Lululemon Athletica inc. |
Closed
30
|
$11,720,000 | |
| Select Sector Spdr Tr |
Opened
616
|
$54,291,000 | 0.00% |
| Equinix Inc |
40.00%
15
|
$11,427,000 | 0.00% |
| Allison Transmission Hldgs I |
45.93%
146
|
$11,061,000 | 0.00% |
| Napco Sec Technologies Inc |
212.12%
206
|
$10,713,000 | 0.00% |
| eXp World Holdings Inc |
1.68%
934
|
$10,537,000 | 0.00% |
| Pfizer Inc. |
42.50%
368
|
$10,287,000 | 0.00% |
| Insperity Inc |
0.93%
108
|
$9,834,000 | 0.00% |
| Baker Hughes Company |
20.68%
280
|
$9,830,000 | 0.00% |
| Citizens Finl Group Inc |
Opened
264
|
$9,512,000 | 0.00% |
| Ford Mtr Co Del |
18.34%
755
|
$9,468,000 | 0.00% |
| Winmark Corporation |
30.00%
26
|
$9,178,000 | 0.00% |
| Ingersoll Rand Inc. |
No change
97
|
$8,811,000 | 0.00% |
| Schwab Strategic Tr |
No change
223
|
$8,568,000 | 0.00% |
| Ishares Tr |
Closed
429
|
$15,206,000 | |
| Starbucks Corp. |
No change
107
|
$8,330,000 | 0.00% |
| Bunge Global SA |
Closed
81
|
$8,262,000 | |
| FirstService Corp |
Opened
54
|
$8,241,000 | 0.00% |
| Medtronic Plc |
1.00%
101
|
$8,009,000 | 0.00% |
| Iradimed Corp |
No change
177
|
$7,792,000 | 0.00% |
| Shopify Inc |
Closed
100
|
$7,717,000 | |
| Truist Finl Corp |
19.48%
184
|
$7,165,000 | 0.00% |
| Cable One Inc |
No change
20
|
$7,138,000 | 0.00% |
| Sempra |
No change
91
|
$6,956,000 | 0.00% |
| GE Aerospace |
22.00%
39
|
$6,263,000 | 0.00% |
| General Mtrs Co |
No change
131
|
$6,074,000 | 0.00% |
| Cloudflare Inc |
Opened
73
|
$6,047,000 | 0.00% |
| Rivian Automotive, Inc. |
Opened
443
|
$5,945,000 | 0.00% |
| Snap Inc |
604.00%
352
|
$5,847,000 | 0.00% |
| Wsfs Finl Corp |
No change
123
|
$5,790,000 | 0.00% |
| First Solar Inc |
No change
25
|
$5,637,000 | 0.00% |
| Snowflake Inc. |
Opened
41
|
$5,539,000 | 0.00% |
| NextEra Energy Inc |
80.75%
77
|
$5,446,000 | 0.00% |
| Wyndham Hotels Resorts Inc |
Opened
73
|
$5,402,000 | 0.00% |
| Unity Software Inc. |
Opened
324
|
$5,268,000 | 0.00% |
| Twilio Inc |
57.14%
90
|
$5,113,000 | 0.00% |
| Blackstone Inc |
Opened
41
|
$5,076,000 | 0.00% |
| VanEck ETF Trust |
No change
158
|
$5,938,000 | 0.00% |
| Zscaler Inc |
Opened
25
|
$4,805,000 | 0.00% |
| MGM Resorts International |
Opened
107
|
$4,755,000 | 0.00% |
| Element Solutions Inc |
Closed
180
|
$4,491,000 | |
| MongoDB Inc |
Opened
17
|
$4,249,000 | 0.00% |
| Coinbase Global Inc |
Opened
19
|
$4,222,000 | 0.00% |
| United Airls Hldgs Inc |
Opened
86
|
$4,185,000 | 0.00% |
| Palantir Technologies Inc. |
Opened
159
|
$4,027,000 | 0.00% |
| Viatris Inc. |
No change
352
|
$3,742,000 | 0.00% |
| Albemarle Corp. |
Opened
37
|
$3,549,000 | 0.00% |
| Trade Desk Inc |
Opened
35
|
$3,418,000 | 0.00% |
| Netflix Inc. |
Opened
5
|
$3,374,000 | 0.00% |
| Zillow Group Inc |
Opened
71
|
$3,294,000 | 0.00% |
| Altria Group Inc. |
74.07%
70
|
$3,189,000 | 0.00% |
| Ishares Silver Tr |
No change
117
|
$3,109,000 | 0.00% |
| Genuine Parts Co. |
No change
22
|
$3,085,000 | 0.00% |
| Rocket Cos Inc |
Opened
219
|
$3,000,000 | 0.00% |
| Illumina Inc |
Opened
28
|
$2,923,000 | 0.00% |
| Ares Capital Corp |
2.26%
136
|
$2,837,000 | 0.00% |
| Micron Technology Inc. |
No change
20
|
$2,633,000 | 0.00% |
| Philip Morris International Inc |
74.74%
24
|
$2,499,000 | 0.00% |
| Invesco Exch Traded Fd Tr Ii |
290.00%
117
|
$2,460,000 | 0.00% |
| Gabelli Divid Income Tr |
Closed
100
|
$2,298,000 | |
| Blackrock Muniyield Quality |
Closed
200
|
$2,292,000 | |
| Nuveen Municipal Credit Inc |
Closed
186
|
$2,277,000 | |
| CDW Corp |
No change
10
|
$2,250,000 | 0.00% |
| Cbre Gbl Real Estate Inc Fd |
Closed
400
|
$2,152,000 | |
| MetLife, Inc. |
No change
30
|
$2,138,000 | 0.00% |
| Roblox Corporation |
Opened
57
|
$2,121,000 | 0.00% |
| Regeneron Pharmaceuticals, Inc. |
No change
2
|
$2,102,000 | 0.00% |
| Seagate Technology Hldngs Pl |
No change
20
|
$2,096,000 | 0.00% |
| Enphase Energy Inc |
Opened
21
|
$2,094,000 | 0.00% |
| Eastman Chem Co |
No change
21
|
$2,091,000 | 0.00% |
| Alexandria Real Estate Eq In |
Opened
17
|
$2,011,000 | 0.00% |
| Starwood Ppty Tr Inc |
2.00%
102
|
$1,990,000 | 0.00% |
| Align Technology, Inc. |
No change
8
|
$1,931,000 | 0.00% |
| Enbridge Inc |
1.96%
52
|
$1,837,000 | 0.00% |
| International Game Technolog |
87.94%
82
|
$1,668,000 | 0.00% |
| Okta Inc |
Opened
17
|
$1,591,000 | 0.00% |
| Ge Vernova Inc |
Opened
9
|
$1,544,000 | 0.00% |
| UGI Corp. |
1.54%
66
|
$1,520,000 | 0.00% |
| Pitney Bowes, Inc. |
No change
295
|
$1,499,000 | 0.00% |
| Liberty Broadband Corp |
Opened
27
|
$1,480,000 | 0.00% |
| Clearway Energy, Inc. |
No change
57
|
$1,407,000 | 0.00% |
| Gilead Sciences, Inc. |
No change
20
|
$1,402,000 | 0.00% |
| Carmax Inc |
Opened
19
|
$1,393,000 | 0.00% |
| Moderna Inc |
Opened
11
|
$1,306,000 | 0.00% |
| Bristol-Myers Squibb Co. |
No change
30
|
$1,263,000 | 0.00% |
| Danaher Corp. |
No change
5
|
$1,252,000 | 0.00% |
| Healthpeak Properties Inc. |
Opened
62
|
$1,215,000 | 0.00% |
| Anheuser-Busch InBev SA/NV |
No change
20
|
$1,185,000 | 0.00% |
| Kenvue Inc |
No change
65
|
$1,179,000 | 0.00% |
| Kohls Corp |
4.08%
51
|
$1,165,000 | 0.00% |
| Ishares Inc |
Opened
17
|
$1,160,000 | 0.00% |
| Vanguard Intl Equity Index F |
Opened
17
|
$1,135,000 | 0.00% |
| Weyerhaeuser Co Mtn Be |
2.56%
40
|
$1,128,000 | 0.00% |
| Dnp Select Income Fd Inc |
No change
137
|
$1,126,000 | 0.00% |
| Alibaba Group Hldg Ltd |
50.00%
15
|
$1,080,000 | 0.00% |
| Kraft Heinz Co |
3.23%
32
|
$1,029,000 | 0.00% |
| Lauder Estee Cos Inc |
No change
9
|
$967,000 | 0.00% |
| Proshares Tr |
No change
10
|
$965,000 | 0.00% |
| Ssga Active Etf Tr |
No change
22
|
$958,000 | 0.00% |
| Royal Caribbean Group |
Opened
6
|
$957,000 | 0.00% |
| Ge Healthcare Technologies I |
25.00%
12
|
$937,000 | 0.00% |
| ON Semiconductor Corp. |
Opened
13
|
$891,000 | 0.00% |
| Kyndryl Hldgs Inc |
No change
25
|
$658,000 | 0.00% |
| Sirius XM Holdings Inc |
Opened
230
|
$651,000 | 0.00% |
| Nuveen Pfd Income Opportun |
No change
87
|
$650,000 | 0.00% |
| Constellation Energy Corp |
No change
3
|
$601,000 | 0.00% |
| PENN Entertainment Inc |
No change
30
|
$581,000 | 0.00% |
| Expedia Group Inc |
Opened
4
|
$504,000 | 0.00% |
| KeyCorp |
Opened
34
|
$483,000 | 0.00% |
| Robinhood Mkts Inc |
No change
20
|
$454,000 | 0.00% |
| Liberty All Star Equity Fd |
94.89%
61
|
$415,000 | 0.00% |
| Ishares Bitcoin Tr |
No change
10
|
$341,000 | 0.00% |
| Westport Fuel Systems Inc |
No change
60
|
$334,000 | 0.00% |
| Dole plc |
No change
26
|
$322,000 | 0.00% |
| American Airls Group Inc |
No change
25
|
$283,000 | 0.00% |
| Manchester Utd Plc New |
No change
15
|
$242,000 | 0.00% |
| Amplify Etf Tr |
4.84%
65
|
$214,000 | 0.00% |
| Veralto Corp |
No change
1
|
$96,000 | 0.00% |
| Grail Inc |
Opened
4
|
$61,000 | 0.00% |
| Inovio Pharmaceuticals Inc |
No change
4
|
$32,000 | 0.00% |
| The Beachbody Company Inc |
No change
2
|
$17,000 | 0.00% |
| Nikola Corporation |
Closed
15
|
$16,000 | |
| Berry Corp |
No change
2
|
$13,000 | 0.00% |
| Blackrock Muniassets Fd Inc |
99.83%
1
|
$12,000 | 0.00% |
| No transactions found | |||
| Showing first 500 out of 329 holdings | |||
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