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
INVH
Invitation Homes Inc.

Real Estate
30
New
$30.53 - $35.47 $916 - $1.06K
30 $0
ARW
Arrow Electronics Inc

Technology
1
New
$90.32 - $128.28 $90.3 - $128
1 $0
HIG
Hartford Financial Services Group, Inc.

Financial Services
6
New
$109.83 - $131.67 $659 - $790
6 $0
GATX
Gatx Corp

Industrials
2
New
$141.27 - $159.24 $283 - $318
2 $0
GPC
Genuine Parts CO

Consumer Cyclical
0
New
$105.54 - $129.09 $0 - $0
0 $0
GIS
General Mills Inc

Consumer Defensive
55
+ 11.6%
$50.37 - $60.97 $2.77K - $3.35K
529 $27K
CNS
Cohen & Steers, Inc.

Financial Services
4
+ 1.11%
$70.24 - $83.51 $281 - $334
363 $27K
PRGO
Perrigo CO PLC

Healthcare
12
+ 1.3%
$24.36 - $27.91 $292 - $335
932 $24K
ET
Energy Transfer LP

Energy
34
+ 1.29%
$15.65 - $18.93 $532 - $644
2.68K $48K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
12
+ 1.16%
$38.81 - $44.28 $466 - $531
1.04K $44K
UFPI
Ufp Industries Inc

Basic Materials
2
+ 1.1%
$94.93 - $109.1 $190 - $218
184 $18K
CPK
Chesapeake Utilities Corp

Utilities
2
+ 1.04%
$116.0 - $135.5 $232 - $271
195 $23K
CBT
Cabot Corp

Basic Materials
5
+ 1.71%
$72.47 - $84.35 $362 - $422
297 $22K
AFL
Aflac Inc

Financial Services
5
+ 1.29%
$99.77 - $112.45 $499 - $562
393 $41K
WH
Wyndham Hotels & Resorts, Inc.

Consumer Cyclical
1
+ 0.4%
$78.47 - $92.25 $78.5 - $92.3
250 $20K
NOG
Northern Oil & Gas, Inc.

Energy
12
+ 1.51%
$20.6 - $32.16 $247 - $386
808 $22K
TRNO
Terreno Realty Corp

Real Estate
6
+ 1.48%
$51.18 - $63.89 $307 - $383
412 $23K
UTZ
Utz Brands, Inc.

Consumer Defensive
5
+ 0.27%
$11.62 - $14.29 $58.1 - $71.4
1.86K $23K
CHE
Chemed Corp

Healthcare
9
+ 16.67%
$486.93 - $619.21 $4.38K - $5.57K
63 $30K
KFRC
Kforce Inc

Industrials
1
+ 0.3%
$36.59 - $49.86 $36.6 - $49.9
329 $13K
UMH
Umh Properties, Inc.

Real Estate
11
+ 0.66%
$16.36 - $18.82 $180 - $207
1.69K $28K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
4
+ 0.73%
$32.45 - $40.68 $130 - $163
553 $18K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
54
+ 900.0%
$87.84 - $1441.89 $4.74K - $77.9K
60 $5K
TMUS
T Mobile Us, Inc.

Communication Services
15
+ 4.24%
$220.99 - $268.54 $3.31K - $4.03K
369 $87K
BMY
Bristol Myers Squibb CO

Healthcare
28
+ 4.82%
$44.12 - $59.6 $1.24K - $1.67K
609 $28K
VDE
Vanguard Energy ETF

ETFs
4
+ 0.48%
$105.87 - $130.56 $423 - $522
832 $99K
CBZ
Cbiz, Inc.

Industrials
49
+ 1.12%
$66.19 - $79.64 $3.24K - $3.9K
4.44K $318K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
106
+ 6.55%
$483.48 - $539.8 $51.2K - $57.2K
1.73K $837K
AAPL
Apple Inc.

Technology
13
+ 0.07%
$172.42 - $223.89 $2.24K - $2.91K
17.8K $3.65M
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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