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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

CBIZ Investment Advisory Services, LLC

Quarter ended Q1 2024 · Filed May 13, 2024 · Accession 0001795934-24-000005

Total Value
$1.44B
Positions
357
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (357)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD BD INDEX FDS9219378354,077,803$296.2M20.58%
2VANGUARD INTL EQUITY INDEX F9220427754,628,647$271.5M18.87%
3VANGUARD INDEX FDS922908736666,411$229.4M15.94%
4VANGUARD INDEX FDS9229087441,406,498$229.1M15.92%
5VANGUARD INDEX FDS922908629549,201$139.7M9.71%
6VANGUARD INDEX FDS922908751209,547$47.9M3.33%
7VANGUARD SCOTTSDALE FDS92206C870461,542$37.2M2.58%
8TRANSDIGM GROUP INCTDG29,594$36.4M2.53%
9INVESCO EXCHANGE TRADED FD TIVZ140,999$23.9M1.66%
10VANGUARD INDEX FDS92290876980,244$21.2M1.48%
11VANGUARD BD INDEX FDS921937827245,055$18.8M1.31%
12ISHARES TR464288513241,320$18.8M1.30%
13ISHARES TR46428720029,121$15.3M1.06%
14VANGUARD WORLD FD92191073366,038$6.2M0.43%
15VANGUARD WORLD FD92191072599,481$5.7M0.40%
16VANGUARD SCOTTSDALE FDS92206C71464,749$5.1M0.35%
17VANGUARD SCOTTSDALE FDS92206C73019,447$4.6M0.32%
18APPLE INCAAPL18,741$3.2M0.22%
19VANGUARD INDEX FDS92290851219,027$3.0M0.21%
20INVESCO QQQ TRIVZ5,667$2.5M0.18%
21ISHARES TR46428750731,463$1.9M0.13%
22MICROSOFT CORPMSFT3,538$1.5M0.10%
23ISHARES TR4642876143,241$1.1M0.08%
24CISCO SYS INCCSCO18,834$939,9910.07%
25ISHARES TR4642871687,245$892,3790.06%
26VANGUARD INDEX FDS9229083631,301$625,3910.04%
27BERKSHIRE HATHAWAY INC DELBRK-A1,468$617,3320.04%
28ISHARES TR4642878044,981$550,5120.04%
29ISHARES TR4642874656,094$486,7060.03%
30INVESCO EXCH TRD SLF IDX FDIVZ23,048$483,3240.03%
31ELI LILLY & COLLY617$480,1790.03%
32CBIZ INCCBZ5,454$428,1390.03%
33SPDR SER TR78464A7632,992$392,6700.03%
34ISHARES TR46432F8425,080$377,0470.03%
35SPDR DOW JONES INDL AVERAGE78467X109942$375,5690.03%
36SPDR SER TR78468R7968,357$357,6660.02%
37ALPHABET INCGOOG2,196$331,4420.02%
38SPDR S&P 500 ETF TRSPY593$311,1260.02%
39U HAUL HOLDING COMPANYUHAL-B4,500$300,0600.02%
40BROADCOM INCAVGO223$296,2120.02%
41VANGUARD INDEX FDS9229085532,887$249,6280.02%
42EATON CORP PLCETN794$248,4170.02%
43JPMORGAN CHASE & COVYLD1,169$234,1000.02%
44VANGUARD MALVERN FDS9220208054,573$219,0010.02%
45PARKE BANCORP INCPKBK12,567$216,4670.02%
46UNITEDHEALTH GROUP INCUNH434$214,8410.01%
47INVESCO EXCH TRD SLF IDX FDIVZ10,379$212,0450.01%
48WALMART INCWMT3,443$207,7640.01%
49PAYPAL HLDGS INCPYPL2,800$187,5720.01%
50CHEVRON CORP NEWCVX1,122$176,9990.01%
51ABBVIE INCABBV885$161,2480.01%
52ISHARES TR4642882732,534$160,4660.01%
53CANADIAN IMPERIAL BK COMM TOCNDIF3,072$155,8120.01%
54VERIZON COMMUNICATIONS INCVZ3,639$152,6920.01%
55HONEYWELL INTL INC438516106731$149,9480.01%
56MCDONALDS CORPMCD529$149,1230.01%
57AMAZON COM INCAMZN798$143,9430.01%
58VANGUARD INTL EQUITY INDEX F9220428583,214$134,2330.01%
59MASTERCARD INCORPORATEDMA270$130,1620.01%
60VANGUARD WORLD FD92204A306974$128,2750.01%
61ISHARES INC46434G7642,170$124,9550.01%
62ISHARES TR46434V2901,951$124,0450.01%
63ISHARES TR4642876631,364$123,3600.01%
64BOSTON SCIENTIFIC CORPBSX1,730$118,4880.01%
65KEMPER CORPKMPB1,805$111,7660.01%
66ISHARES TR464287556804$110,3880.01%
67NVIDIA CORPORATIONNVDA122$110,2420.01%
68HOME DEPOT INCHD282$108,0140.01%
69COSTCO WHSL CORP NEW22160K105143$104,6430.01%
70ILLINOIS TOOL WKS INC452308109382$103,0410.01%
71LAM RESEARCH CORPLRCX105$102,2600.01%
72ADVANCED MICRO DEVICES INCAMD545$98,3670.01%
73DISNEY WALT CO254687106802$98,0940.01%
74SAP SESAPGF480$93,6140.01%
75COCA COLA COKO1,440$88,1660.01%
76DEERE & CODE206$84,5180.01%
77AMERICAN INTL GROUP INC0268747841,015$79,3590.01%
78REPUBLIC SVCS INC760759100400$76,5760.01%
79INVESCO EXCH TRD SLF IDX FDIVZ3,918$75,5690.01%
80INVESCO EXCH TRD SLF IDX FDIVZ3,925$75,4060.01%
81RTX CORPORATIONRTX765$74,5850.01%
82PEPSICO INCPEP411$72,2740.01%
83ISHARES S&P GSCI COMMODITY-ISMCF3,166$69,8420.00%
84VANGUARD STAR FDS9219097681,129$68,0790.00%
85EXXON MOBIL CORPXOM573$66,5490.00%
86PUBLIC SVC ENTERPRISE GRP IN744573106989$66,0540.00%
87TRANE TECHNOLOGIES PLCTT211$63,2380.00%
88INVESCO EXCH TRD SLF IDX FDIVZ2,741$62,3090.00%
89COMCAST CORP NEWCCZ1,432$62,0850.00%
90AMPHENOL CORP NEW032095101531$61,2670.00%
91ORACLE CORPORCL-PD472$59,2320.00%
92MONDELEZ INTL INC609207105825$57,7340.00%
93ISHARES TR464287150500$57,6500.00%
94VALERO ENERGY CORPVLO333$56,7560.00%
95ISHARES TR464288414522$56,2200.00%
96CSX CORPCSX1,516$56,1910.00%
97BANK AMERICA CORP0605051041,458$55,2820.00%
98JOHNSON & JOHNSONJNJ344$54,4820.00%
99CME GROUP INCCME253$54,4270.00%
100T-MOBILE US INCTMUSZ323$53,1300.00%
101PHILLIPS 66PSX320$52,2690.00%
102SPDR GOLD TRGLD250$51,4300.00%
103SPDR SER TR78468R663557$51,1730.00%
104ISHARES TR46435U4401,025$48,0820.00%
105VANGUARD INDEX FDS922908611248$47,5860.00%
106AMERICAN TOWER CORP NEW03027X100233$46,0090.00%
107AMERICAN EXPRESS COAXP200$45,5380.00%
108LOCKHEED MARTIN CORPLMT90$41,0690.00%
109VANGUARD INDEX FDS922908595156$40,6720.00%
110KLA CORPKLAC58$40,6040.00%
111ISHARES TR46435G268607$39,8360.00%
112LOWES COS INC548661107151$38,4030.00%
113VANGUARD SPECIALIZED FUNDS921908844208$37,9830.00%
114ABBOTT LABSABLZF321$36,5390.00%
115STRYKER CORPORATIONSYK100$35,8790.00%
116HUBSPOT INCHUBS57$35,7140.00%
117MERCK & CO INCMRK261$34,5290.00%
118MARTIN MARIETTA MATLS INC57328410655$33,8170.00%
119U HAUL HOLDING COMPANYUHAL-B500$33,7700.00%
120ENSIGN GROUP INCENSG266$33,1120.00%
121AFLAC INCAFL373$32,0260.00%
122THERMO FISHER SCIENTIFIC INCTMO55$31,9870.00%
123ESSENTIAL UTILS INC29670G102862$31,9370.00%
124PEAKSTONE REALTY TRUSTPKST1,917$31,3530.00%
125HOULIHAN LOKEY INCHLI242$31,0220.00%
126ALPHABET INCGOOG200$30,4520.00%
127MARRIOTT INTL INC NEW571903202119$30,0250.00%
128QUALCOMM INCQCOM177$29,9210.00%
129INVENTRUST PPTYS CORP46124J2011,096$28,4210.00%
130VISA INCV100$27,9590.00%
131INTUITIVE SURGICAL INCISRG70$27,9360.00%
132GALLAGHER ARTHUR J & CO363576109111$27,8700.00%
133SPDR S&P MIDCAP 400 ETF TRMDY49$27,5150.00%
134NIKE INCNKE292$27,4490.00%
135SHERWIN WILLIAMS COSHW79$27,4390.00%
136CAMDEN PPTY TR133131102275$27,3430.00%
137ALLSTATE CORPALL-PJ151$26,1180.00%
138STANDEX INTL CORP854231107143$26,0830.00%
139SCHLUMBERGER LTDSLB470$25,8900.00%
140ENCOMPASS HEALTH CORPEHC312$25,8120.00%
141NEXTERA ENERGY INCNEE-PW400$25,6040.00%
142MATERION CORPMTRN192$25,3090.00%
143INTERNATIONAL BUSINESS MACHSINTR129$24,6340.00%
144PIONEER NAT RES CO72378710793$24,3940.00%
145AUTOMATIC DATA PROCESSING INADP97$24,3610.00%
146HAMILTON LANE INCHLNE214$24,2260.00%
147TESLA INCTSLA137$24,0830.00%
148PROLOGIS INC.PLDGP184$23,9890.00%
149ABRDN SILVER ETF TRUSTSIVR1,000$23,8100.00%
150FEDERAL AGRIC MTG CORP313148306120$23,7170.00%
151VANGUARD WORLD FD92204A70245$23,5950.00%
152UTZ BRANDS INCUTZ1,278$23,5660.00%
153CRA INTL INC12618T105156$23,3720.00%
154ATMOS ENERGY CORPATO196$23,2990.00%
155STEVANATO GROUP S P ASTVN721$23,1440.00%
156UBER TECHNOLOGIES INCUBER300$23,0970.00%
157SHOE CARNIVAL INCSCVL630$23,0830.00%
158BWX TECHNOLOGIES INCBWXT223$22,9130.00%
159WINGSTOP INCWING62$22,7250.00%
160INTER PARFUMS INCINTR161$22,6880.00%
161AT&T INCT-PC1,280$22,5200.00%
162EOG RES INCEOG176$22,5000.00%
163KINSALE CAP GROUP INC49714P10842$22,0430.00%
164ALLISON TRANSMISSION HLDGS IALSN270$21,9520.00%
165NORTHERN OIL & GAS INCNOG547$21,9240.00%
166NEW JERSEY RES CORPNJR505$21,8820.00%
167META PLATFORMS INCMETA45$21,8630.00%
168SMUCKER J M CO832696405173$21,7760.00%
169CHORD ENERGY CORPORATIONCHRD120$21,4310.00%
170LEMAITRE VASCULAR INCLMAT322$21,3950.00%
171CHEMED CORP NEWCHE33$21,1910.00%
172AIR LEASE CORPAIIR410$21,1770.00%
173CIVITAS RESOURCES INC17888H103276$20,9400.00%
174SANOFISNYNF430$20,8980.00%
175LAKELAND FINL CORP511656100314$20,8240.00%
176EQUINIX INCEQIX25$20,7360.00%
177CASEYS GEN STORES INC14752810365$20,6990.00%
178CVS HEALTH CORPCVS255$20,3390.00%
179TETRA TECH INC NEWTTEK110$20,3340.00%
180SOUTHERN COSOMN283$20,3060.00%
181COSTAR GROUP INCCSGP210$20,2860.00%
182HOME BANCSHARES INCHOMB800$19,6630.00%
183HERSHEY COHSY100$19,4500.00%
184TEXAS INSTRS INC882508104111$19,3170.00%
185COHEN & STEERS INCCNS249$19,1510.00%
186UNIVERSAL DISPLAY CORPOLED112$18,8900.00%
187BRUNSWICK CORPBC-PC195$18,8680.00%
188REALTY INCOME CORPO346$18,8080.00%
189TERRENO RLTY CORP88146M101281$18,7850.00%
190EQT CORPEQT502$18,6150.00%
191HONDA MOTOR LTDHNDAF500$18,6150.00%
192BROOKFIELD INFRASTRUCTURE COBIPC515$18,5730.00%
193CABOT CORPCBT200$18,4860.00%
194TRAVEL PLUS LEISURE CO894164102377$18,4620.00%
195EMERSON ELEC COEMR161$18,2330.00%
196LAS VEGAS SANDS CORPLVS350$18,1180.00%
197BANK OZK LITTLE ROCK ARKOZKAP396$18,0020.00%
198L3HARRIS TECHNOLOGIES INCLHX84$17,9000.00%
199PFIZER INCPFE640$17,7580.00%
200BOEING COBA-PA90$17,3690.00%
201AIR PRODS & CHEMS INCAIIR71$17,3270.00%
202CELANESE CORP DELCE100$17,2650.00%
203PERRIGO CO PLCPRGO529$17,0440.00%
204POWER INTEGRATIONS INCPOWI235$16,8350.00%
205UMH PPTYS INC9030021031,026$16,6610.00%
206ACCENTURE PLC IRELANDACN48$16,6370.00%
207PROGRESSIVE CORP74331510380$16,6240.00%
208SAREPTA THERAPEUTICS INCSRPT128$16,5710.00%
209D R HORTON INC23331A109100$16,5250.00%
210VALMONT INDS INC92025310172$16,4790.00%
211EXELON CORPEXC433$16,2750.00%
212QUAKER HOUGHTON74731610779$16,2150.00%
213UNITED PARCEL SERVICE INCUPS108$16,0520.00%
214KFORCE INCKFRC227$15,9830.00%
215NEXSTAR MEDIA GROUP INCNXST92$15,7760.00%
216LITTELFUSE INCLFUS65$15,7760.00%
217SHUTTERSTOCK INCSSTK339$15,5330.00%
218COGENT COMMUNICATIONS HLDGSCCOI233$15,4470.00%
219INTERNATIONAL GAME TECHNOLOGINTR680$15,3770.00%
220UFP INDUSTRIES INCUFPI124$15,2760.00%
221SOUTHWESTERN ENERGY CO8454671092,000$15,1600.00%
222LANDSTAR SYS INCLSTR78$15,0500.00%
223DISCOVER FINL SVCS254709108114$14,9440.00%
224COGNEX CORPCGNX346$14,6830.00%
225FREEPORT-MCMORAN INCFCX311$14,6210.00%
226WISDOMTREE TRWT167$14,4720.00%
227CHESAPEAKE UTILS CORP165303108130$14,0260.00%
228CEDAR FAIR L P150185106333$13,9530.00%
229PROCTER AND GAMBLE CO74271810985$13,8600.00%
230HEXCEL CORP NEW428291108190$13,8540.00%
231KULICKE & SOFFA INDS INC501242101273$13,7890.00%
232CONCENTRIX CORPCNXC207$13,7080.00%
233PAPA JOHNS INTL INC698813102199$13,2320.00%
234SPDR INDEX SHS FDS78463X749302$12,9240.00%
235TWILIO INCTWLO210$12,8420.00%
236S&P GLOBAL INCSPGI30$12,7910.00%
237SCHNEIDER NATIONAL INCSNDR545$12,3910.00%
238SCHWAB CHARLES CORPSCHW-PJ171$12,3460.00%
239UNIFIRST CORP MASSUNF71$12,3270.00%
240DOMINION ENERGY INCD250$12,2980.00%
241NEXPOINT RESIDENTIAL TR INCNXRT379$12,2020.00%
242BAKER HUGHES COMPANYBKR353$11,8090.00%
243ALTRIA GROUP INCMO270$11,7770.00%
244INSPERITY INCNSP107$11,7770.00%
245LULULEMON ATHLETICA INCLULU30$11,7200.00%
246INVESCO EXCH TRD SLF IDX FDIVZ457$10,4770.00%
247INVESCO EXCH TRD SLF IDX FDIVZ446$10,3470.00%
248BLOCK INCBSQKZ120$10,1500.00%
249INVESCO EXCH TRD SLF IDX FDIVZ453$10,0790.00%
250EXP WORLD HLDGS INCEXPI950$9,8080.00%
251STARBUCKS CORPSBUX107$9,7790.00%
252ISHARES INC46434G848234$9,7760.00%
253INVESCO EXCHANGE TRADED FD TIVZ78$9,3580.00%
254INGERSOLL RAND INCIR97$9,2100.00%
255GENERAL ELECTRIC CO36960430150$8,8340.00%
256MEDTRONIC PLCMDT100$8,7840.00%
257PHILIP MORRIS INTL INC71817210995$8,7300.00%
258SCHWAB STRATEGIC TR808524805223$8,7010.00%
259PRICESMART INCPSMT103$8,6520.00%
260LIBERTY ALL STAR EQUITY FD5301581041,194$8,5370.00%
261CABLE ONE INCCABO20$8,4930.00%
262FORD MTR CO DEL345370860638$8,4730.00%
263ISHARES TR464288448300$8,4120.00%
264INVESCO EXCHANGE TRADED FD TIVZ228$8,3620.00%
265VANGUARD INTL EQUITY INDEX F92204274275$8,3370.00%
266BUNGE GLOBAL SABG81$8,2620.00%
267SPDR SER TR78464A20193$8,1120.00%
268IRADIMED CORPIRMD177$7,7860.00%
269SHOPIFY INCSHOP100$7,7170.00%
270INVESCO EXCHANGE TRADED FD TIVZ84$7,4410.00%
271WINMARK CORPWINA20$7,2340.00%
272INVESCO EXCHANGE TRADED FD TIVZ142$7,2020.00%
273INVESCO EXCHANGE TRADED FD TIVZ66$7,1100.00%
274ATLAS ENERGY SOLUTIONS INCAESI289$6,5370.00%
275SEMPRASREA91$6,5160.00%
276BLACKROCK MUNIASSETS FD INCBLK583$6,4600.00%
277INVESCO EXCHANGE TRADED FD TIVZ132$6,4230.00%
278ISHARES TR46434V878124$6,2690.00%
279TRUIST FINL CORP89832Q109154$6,0140.00%
280GENERAL MTRS CO37045V100131$5,9290.00%
281WSFS FINL CORP929328102123$5,5420.00%
282VANGUARD WORLD FD92204A40553$5,4270.00%
283ISHARES TR46428875243$5,0350.00%
284VANECK ETF TRUST92189F106146$4,6260.00%
285ELEMENT SOLUTIONS INCESI180$4,4910.00%
286FIRST SOLAR INCFSLR25$4,2200.00%
287VIATRIS INCVTRS352$4,2030.00%
288SPDR SER TR78468R73982$3,8830.00%
289ISHARES INC464286343131$3,4640.00%
290GENUINE PARTS COGPC22$3,4300.00%
291CARNIVAL CORPCUKPF200$3,2680.00%
292ISHARES TR46428717630$3,2220.00%
293ISHARES INC464286327314$3,1950.00%
294ISHARES TR46428864658$2,9930.00%
295ARES CAPITAL CORPARCC133$2,7700.00%
296ISHARES SILVER TRSLV117$2,6620.00%
297NAPCO SEC TECHNOLOGIES INC63040210566$2,6510.00%
298ALIGN TECHNOLOGY INCALGN8$2,6230.00%
299CDW CORPCDW10$2,5640.00%
300MICRON TECHNOLOGY INCMU20$2,3600.00%
301GABELLI DIVID & INCOME TR36242H104100$2,2980.00%
302BLACKROCK MUNIYIELD QUALITY09254E106200$2,2920.00%
303NUVEEN MUNICIPAL CREDIT INCNU186$2,2770.00%
304METLIFE INCMET-PF30$2,2390.00%
305U S PHYSICAL THERAPYUSPH192$2,1750.00%
306CBRE GBL REAL ESTATE INC FD12504G100400$2,1520.00%
307EASTMAN CHEM COEMN21$2,1220.00%
308STARWOOD PPTY TR INCSTHO100$2,0810.00%
309REGENERON PHARMACEUTICALSREGN2$1,9250.00%
310SEAGATE TECHNOLOGY HLDNGS PLSE20$1,8750.00%
311ENBRIDGE INCENNPF51$1,8390.00%
312BRISTOL-MYERS SQUIBB COCELG-RI30$1,6270.00%
313UGI CORP NEW90268110565$1,6040.00%
314GILEAD SCIENCES INCGILD20$1,4810.00%
315GE HEALTHCARE TECHNOLOGIES IGEHC16$1,4560.00%
316KOHLS CORPKSS49$1,4480.00%
317WEYERHAEUSER CO MTN BEWY39$1,4170.00%
318LAUDER ESTEE COS INC5184391049$1,3930.00%
319KENVUE INCKVUE65$1,3880.00%
320CLEARWAY ENERGY INCCWEN-A57$1,3140.00%
321PITNEY BOWES INCPBI-PB295$1,2770.00%
322SPDR SER TR78468R64826$1,2730.00%
323DANAHER CORPORATION2358511025$1,2500.00%
324DNP SELECT INCOME FD INC23325P104137$1,2430.00%
325ANHEUSER BUSCH INBEV SA/NVBUDFF20$1,2390.00%
326KRAFT HEINZ COKHC31$1,1510.00%
327VANGUARD MALVERN FDS92202075515$1,1510.00%
328PROSHARES TR74348A46710$1,0180.00%
329SSGA ACTIVE ETF TR78467V40022$9460.00%
330VANECK ETF TRUST92189H87012$9280.00%
331ISHARES TR46436E55122$9040.00%
332SPDR SER TR78468R5498$7680.00%
333ALIBABA GROUP HLDG LTDBBAAY10$7240.00%
334INVESCO EXCH TRADED FD TR IIIVZ30$6390.00%
335WARNER BROS DISCOVERY INCWBD72$6290.00%
336NUVEEN PFD & INCOME OPPORTUNNU87$6260.00%
337SNAP INCSNAP50$5740.00%
338CONSTELLATION ENERGY CORPCEG3$5550.00%
339PENN ENTERTAINMENT INCPENN30$5460.00%
340KYNDRYL HLDGS INCKD25$5440.00%
341ISHARES TR4642881585$5250.00%
342ISHARES INC46434G10310$5160.00%
343SPDR SER TR78464A69810$5030.00%
344SPDR SER TR78464A79710$4710.00%
345ISHARES BITCOIN TRIBIT10$4050.00%
346WESTPORT FUEL SYSTEMS INCWPRT60$4040.00%
347ROBINHOOD MKTS INC77070010220$4030.00%
348AMERICAN AIRLS GROUP INC02376R10225$3840.00%
349DOLE PLCDOLE26$3140.00%
350AMPLIFY ETF TR03210863162$2570.00%
351ISHARES TR4642898674$2230.00%
352MANCHESTER UTD PLC NEWG5784H10615$2090.00%
353VERALTO CORPVLTO1$890.00%
354INOVIO PHARMACEUTICALS INCINO4$560.00%
355THE BEACHBODY COMPANY INC0734633092$190.00%
356NIKOLA CORPNODK15$160.00%
357BERRY CORP08579X1012$160.00%