Cbiz Investment Advisory Services, LLC Purchases in Q1 2025

Cbiz Investment Advisory Services, LLC

  • $2.04 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
590
New
$104.71 - $107.69 $61.8K - $63.5K
590 $62K
GE
General Electric CO

Industrials
305
New
$168.59 - $212.13 $51.4K - $64.7K
305 $61K
ITOT
Ishares Core S&P Total U.S. St

ETFs
500
New
$120.29 - $134.6 $60.1K - $67.3K
500 $61K
PG
Procter & Gamble CO

Consumer Defensive
358
New
$158.56 - $176.26 $56.8K - $63.1K
358 $61K
DE
Deere & CO

Industrials
128
New
$408.57 - $509.27 $52.3K - $65.2K
128 $60K
BAC
Bank Of America Corp

Financial Services
1.38K
+ 19.43%
$39.61 - $47.74 $54.8K - $66.1K
8.51K $355K
AMD
Advanced Micro Devices Inc

Technology
563
+ 433.08%
$96.63 - $129.55 $54.4K - $72.9K
693 $71K
LOW
Lowes Companies Inc

Consumer Cyclical
224
New
$222.66 - $268.42 $49.9K - $60.1K
224 $52K
MDLZ
Mondelez International, Inc.

Consumer Defensive
754
New
$56.12 - $68.15 $42.3K - $51.4K
754 $51K
RGEN
Repligen Corp

Healthcare
400
New
$127.24 - $174.24 $50.9K - $69.7K
400 $50K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
500
New
$96.93 - $109.51 $48.5K - $54.8K
500 $48K
KLAC
Kla Corp

Technology
71
New
$636.62 - $777.63 $45.2K - $55.2K
71 $48K
X
United States Steel Corp

Basic Materials
1.1K
New
$30.47 - $43.0 $33.5K - $47.3K
1.1K $46K
VBR
Vanguard Small Cap Value ETF

ETFs
248
New
$183.02 - $207.75 $45.4K - $51.5K
248 $46K
AJG
Arthur J. Gallagher & Co.

Financial Services
126
New
$275.89 - $345.24 $34.8K - $43.5K
126 $43K
AFL
Aflac Inc

Financial Services
388
New
$100.99 - $111.19 $39.2K - $43.1K
388 $43K
HLNE
Hamilton Lane Inc

Financial Services
287
New
$137.87 - $170.18 $39.6K - $48.8K
287 $42K
PSX
Phillips 66

Energy
335
New
$113.93 - $131.55 $38.2K - $44.1K
335 $41K
PGR
Progressive Corp

Financial Services
143
New
$235.61 - $291.22 $33.7K - $41.6K
143 $40K
ADP
Automatic Data Processing Inc

Industrials
132
New
$286.85 - $318.64 $37.9K - $42.1K
132 $40K
SHW
Sherwin Williams CO

Basic Materials
112
New
$330.16 - $365.55 $37K - $40.9K
112 $39K
VBK
Vanguard Small Cap Growth ETF

ETFs
156
New
$247.97 - $296.33 $38.7K - $46.2K
156 $39K
QCOM
Qualcomm Inc

Technology
256
New
$151.94 - $175.86 $38.9K - $45K
256 $39K
VIG
Vanguard Dividend Appreciation

ETFs
208
New
N/A
208 $37K
O
Realty Income Corp

Real Estate
649
New
$51.67 - $58.49 $33.5K - $38K
649 $37K
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.59K
New
$23.16 - $27.04 $36.8K - $42.9K
1.59K $37K
TXN
Texas Instruments Inc

Technology
186
New
N/A
186 $36K
LMAT
Lemaitre Vascular Inc

Healthcare
419
New
$78.82 - $104.0 $33K - $43.6K
419 $35K
SO
Southern CO

Utilities
383
New
$80.96 - $92.96 $31K - $35.6K
383 $35K
HLI
Houlihan Lokey, Inc.

Financial Services
215
New
$154.43 - $187.4 $33.2K - $40.3K
215 $34K
AGM
Federal Agricultural Mortgage Corp

Financial Services
179
New
$182.78 - $209.07 $32.7K - $37.4K
179 $33K
PM
Philip Morris International Inc.

Consumer Defensive
202
New
$117.15 - $158.79 $23.7K - $32.1K
202 $32K
HOMB
Home Bancshares Inc

Financial Services
1.16K
New
$27.23 - $31.23 $31.5K - $36.1K
1.16K $32K
MAR
Marriott International Inc

Consumer Cyclical
138
New
$237.01 - $304.45 $32.7K - $42K
138 $32K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
500
New
$63.82 - $127.89 $31.9K - $63.9K
500 $31K
UMH
Umh Properties, Inc.

Real Estate
1.68K
New
$17.49 - $19.0 $29.4K - $31.9K
1.68K $31K
SXI
Standex International Corp

Industrials
186
New
$160.36 - $196.08 $29.8K - $36.5K
186 $30K
INTU
Intuit Inc

Technology
50
New
$555.63 - $630.23 $27.8K - $31.5K
50 $30K
SCHW
Schwab Charles Corp

Financial Services
386
New
$71.24 - $83.64 $27.5K - $32.3K
386 $30K
CGNX
Cognex Corp

Technology
1K
New
$29.83 - $41.02 $29.8K - $41K
1K $29K
TMO
Thermo Fisher Scientific Inc.

Healthcare
57
New
$497.6 - $606.74 $28.4K - $34.6K
57 $28K
AMGN
Amgen Inc

Healthcare
92
New
$258.59 - $327.36 $23.8K - $30.1K
92 $28K
SBUX
Starbucks Corp

Consumer Cyclical
286
New
$91.75 - $115.81 $26.2K - $33.1K
286 $28K
GIS
General Mills Inc

Consumer Defensive
474
New
$57.56 - $65.3 $27.3K - $31K
474 $28K
UNP
Union Pacific Corp

Industrials
120
New
$225.21 - $254.42 $27K - $30.5K
120 $28K
LKFN
Lakeland Financial Corp

Financial Services
455
New
$59.44 - $69.54 $27K - $31.6K
455 $27K
WFC
Wells Fargo & Company

Financial Services
377
New
$66.78 - $81.42 $25.2K - $30.7K
377 $27K
CASY
Caseys General Stores Inc

Consumer Cyclical
63
New
$378.71 - $442.54 $23.9K - $27.9K
63 $27K
WBD
Warner Bros. Discovery, Inc.

Communication Services
2.58K
New
$9.47 - $11.46 $24.4K - $29.5K
2.58K $27K
Activity Summary
Buys All Purchases 319 New Holdings 304 Increased Positions 15 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cbiz Investment Advisory Services, LLC Portfolio

Follow Cbiz Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cbiz Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cbiz Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email