Cbiz Investment Advisory Services, LLC Purchases in Q2 2025

Cbiz Investment Advisory Services, LLC

  • $2.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
35.6K
+ 4.1%
$329.49 - $438.4 $11.7M - $15.6M
904K $396M
QQQ
Invesco Qqq Trust, Series 1

ETFs
12.3K
+ 3.02%
$416.06 - $551.64 $5.14M - $6.81M
422K $233M
BND
Vanguard Bd Index Fd Inc Total

ETFs
251K
+ 3.73%
$72.02 - $73.82 $18.1M - $18.5M
6.99M $514M
VTV
Vanguard Value ETF

ETFs
53.7K
+ 2.68%
$153.67 - $176.74 $8.25M - $9.49M
2.06M $363M
VO
Vanguard Mid Cap ETF

ETFs
12.6K
+ 3.7%
$228.54 - $279.83 $2.87M - $3.52M
353K $98.6M
IVV
Ishares Core S&P 500 ETF

ETFs
9.84K
+ 19.67%
$498.8 - $620.9 $4.91M - $6.11M
59.9K $37.2M
VB
Vanguard Small Cap ETF

ETFs
9.58K
+ 7.57%
$193.73 - $237.37 $1.86M - $2.27M
136K $32.3M
HYG
Ishares Tr

ETFs
18.4K
+ 5.34%
$75.75 - $80.65 $1.39M - $1.48M
362K $29.2M
VCIT
Vanguard Intermediate Term Cor

ETFs
10.8K
+ 3.4%
$79.56 - $82.92 $856K - $893K
328K $27.2M
VONE
Vanguard Russell 1000 ETF

ETFs
140
+ 0.74%
$225.48 - $280.86 $31.6K - $39.3K
19K $5.35M
NVDA
Nvidia Corp

Technology
674
+ 16.0%
$94.31 - $157.99 $63.6K - $106K
4.89K $771K
AMZN
Amazon Com Inc

Consumer Cyclical
73
+ 1.97%
$167.32 - $223.3 $12.2K - $16.3K
3.78K $829K
CEG
Constellation Energy Corp

Utilities
246
+ 1230.0%
$170.96 - $322.76 $42.1K - $79.4K
266 $85K
GOOGL
Alphabet Inc.

Communication Services
77
+ 2.49%
$144.7 - $178.6 $11.1K - $13.8K
3.17K $557K
TSLA
Tesla, Inc.

Consumer Cyclical
50
+ 4.88%
$221.86 - $362.89 $11.1K - $18.1K
1.07K $341K
META
Meta Platforms, Inc.

Communication Services
19
+ 4.96%
$484.66 - $738.09 $9.21K - $14K
402 $296K
WMT
Walmart Inc.

Consumer Defensive
426
+ 13.28%
$81.79 - $99.98 $34.8K - $42.6K
3.64K $355K
NFLX
Netflix Inc

Communication Services
33
+ 52.38%
$855.86 - $1339.13 $28.2K - $44.2K
96 $128K
ED
Consolidated Edison Inc

Utilities
649
+ 10816.67%
$98.05 - $113.3 $63.6K - $73.5K
655 $65K
GS
Goldman Sachs Group Inc

Financial Services
69
+ 230.0%
$462.22 - $707.75 $31.9K - $48.8K
99 $70K
DIS
Walt Disney CO

Communication Services
220
+ 20.79%
$81.72 - $124.01 $18K - $27.3K
1.28K $158K
MS
Morgan Stanley

Financial Services
327
+ 154.98%
$99.83 - $140.86 $32.6K - $46.1K
538 $75K
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 400.0%
$4164.15 - $5789.24 $33.3K - $46.3K
10 $57K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
22
+ 0.26%
$40.79 - $50.93 $897 - $1.12K
8.47K $431K
COF
Capital One Financial Corp

Financial Services
206
+ 403.92%
$150.57 - $212.76 $31K - $43.8K
257 $54K
NOW
Service Now, Inc.

Technology
35
+ 175.0%
$721.65 - $1040.18 $25.3K - $36.4K
55 $56K
PLTR
Palantir Technologies Inc.

Technology
117
+ 28.33%
$74.01 - $144.25 $8.66K - $16.9K
530 $72K
KLAC
Kla Corp

Technology
23
+ 32.39%
$576.53 - $902.94 $13.3K - $20.8K
94 $84K
V
Visa Inc.

Financial Services
97
+ 34.28%
$308.27 - $373.31 $29.9K - $36.2K
380 $134K
TJX
Tjx Companies Inc

Consumer Cyclical
274
+ 230.25%
$119.13 - $135.03 $32.6K - $37K
393 $48K
AXP
American Express CO

Financial Services
102
+ 510.0%
$231.39 - $318.98 $23.6K - $32.5K
122 $38K
ABT
Abbott Laboratories

Healthcare
228
+ 68.88%
$123.95 - $138.08 $28.3K - $31.5K
559 $76K
EXC
Exelon Corp

Utilities
773
+ 148.08%
$42.2 - $47.37 $32.6K - $36.6K
1.3K $56K
WELL
Welltower Inc.

Real Estate
201
+ 1675.0%
$136.49 - $155.22 $27.4K - $31.2K
213 $32K
PFE
Pfizer Inc

Healthcare
1.35K
+ 149.12%
$21.59 - $24.84 $29.2K - $33.6K
2.26K $54K
PM
Philip Morris International Inc.

Consumer Defensive
141
+ 69.8%
$149.23 - $184.95 $21K - $26.1K
343 $62K
SYK
Stryker Corp

Healthcare
70
+ 106.06%
$337.37 - $395.63 $23.6K - $27.7K
136 $53K
ELV
Elevance Health, Inc.

Healthcare
76
+ 542.86%
$372.27 - $452.69 $28.3K - $34.4K
90 $35K
IBM
International Business Machines Corp

Technology
44
+ 14.06%
$221.03 - $294.78 $9.73K - $13K
357 $105K
TXN
Texas Instruments Inc

Technology
146
+ 78.49%
N/A
332 $64K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
50
+ 5000.0%
$483.07 - $625.6 $24.2K - $31.3K
51 $26K
INTU
Intuit Inc

Technology
22
+ 44.0%
$544.07 - $787.63 $12K - $17.3K
72 $56K
BA
Boeing CO

Industrials
99
+ 89.19%
$136.59 - $217.51 $13.5K - $21.5K
210 $44K
PNC
Pnc Financial Services Group, Inc.

Financial Services
138
+ 511.11%
$149.76 - $186.42 $20.7K - $25.7K
165 $30K
GE
General Electric CO

Industrials
33
+ 10.82%
$166.81 - $257.39 $5.5K - $8.49K
338 $86K
QCOM
Qualcomm Inc

Technology
149
+ 58.2%
$124.66 - $159.48 $18.6K - $23.8K
405 $64K
UBER
Uber Technologies, Inc

Technology
146
+ 31.33%
$64.62 - $93.3 $9.43K - $13.6K
612 $57K
CDNS
Cadence Design Systems Inc

Technology
75
+ 1250.0%
$231.64 - $323.08 $17.4K - $24.2K
81 $24K
EXPD
Expeditors International Of Washington Inc

Industrials
208
New
$102.84 - $122.24 $21.4K - $25.4K
208 $23K
Activity Summary
Buys All Purchases 480 New Holdings 150 Increased Positions 330 Sells All Sells 137 Reductions 135 Sold out 2 Options Calls 0 Puts 0
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