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
AMAT
Applied Materials Inc

Technology
45
+ 77.59%
$126.95 - $183.52 $5.71K - $8.26K
103 $18K
PG
Procter & Gamble CO

Consumer Defensive
88
+ 24.58%
$157.66 - $172.39 $13.9K - $15.2K
446 $71K
HOOD
Robinhood Markets, Inc.

Technology
117
New
$34.17 - $93.63 $4K - $11K
117 $10K
RF
Regions Financial Corp

Financial Services
395
+ 365.74%
$18.34 - $23.52 $7.24K - $9.29K
503 $11K
ZTS
Zoetis Inc.

Healthcare
61
+ 277.27%
$144.41 - $170.3 $8.81K - $10.4K
83 $12K
MSI
Motorola Solutions, Inc.

Technology
24
+ 171.43%
$394.72 - $440.39 $9.47K - $10.6K
38 $15K
IQV
Iqvia Holdings Inc.

Healthcare
56
+ 560.0%
$137.0 - $174.37 $7.67K - $9.76K
66 $10K
CL
Colgate Palmolive CO

Consumer Defensive
92
+ 306.67%
$87.57 - $96.0 $8.06K - $8.83K
122 $11K
LYB
Lyondell Basell Industries N.V.

Basic Materials
162
+ 337.5%
$53.23 - $70.65 $8.62K - $11.4K
210 $12K
MAR
Marriott International Inc

Consumer Cyclical
14
+ 10.14%
$211.12 - $274.14 $2.96K - $3.84K
152 $41K
ENSG
Ensign Group, Inc

Healthcare
2
+ 0.57%
$119.93 - $156.36 $240 - $313
351 $54K
DELL
Dell Technologies Inc.

Technology
78
New
$71.63 - $125.98 $5.59K - $9.83K
78 $9K
GD
General Dynamics Corp

Industrials
32
New
$247.68 - $291.66 $7.93K - $9.33K
32 $9K
HWM
Howmet Aerospace Inc.

Industrials
28
+ 40.0%
$112.33 - $186.13 $3.15K - $5.21K
98 $18K
DUK
Duke Energy Corp

Utilities
77
+ 154.0%
$112.46 - $124.05 $8.66K - $9.55K
127 $14K
TXT
Textron Inc

Industrials
100
+ 1428.57%
$60.72 - $80.34 $6.07K - $8.03K
107 $8K
ADSK
Autodesk, Inc.

Technology
31
+ 96.88%
N/A
63 $15K
TMO
Thermo Fisher Scientific Inc.

Healthcare
32
+ 56.14%
$390.26 - $489.06 $12.5K - $15.6K
89 $36K
MCD
Mcdonalds Corp

Consumer Cyclical
51
+ 14.13%
$285.55 - $321.23 $14.6K - $16.4K
412 $120K
PGR
Progressive Corp

Financial Services
38
+ 26.57%
$255.27 - $288.74 $9.7K - $11K
181 $48K
A
Agilent Technologies, Inc.

Healthcare
70
New
$99.29 - $120.52 $6.95K - $8.44K
70 $8K
MCO
Moodys Corp

Financial Services
14
+ 175.0%
$396.7 - $501.59 $5.55K - $7.02K
22 $11K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
38
+ 542.86%
$212.1 - $244.27 $8.06K - $9.28K
45 $9K
RBLX
Roblox Corp

Communication Services
43
+ 66.15%
$51.22 - $105.59 $2.2K - $4.54K
108 $11K
FANG
Diamondback Energy, Inc.

Energy
62
+ 885.71%
$119.25 - $161.49 $7.39K - $10K
69 $9K
ST
Sensata Technologies Holding PLC

Technology
147
+ 23.98%
$17.69 - $30.11 $2.6K - $4.43K
760 $22K
APP
App Lovin Corp

Technology
20
+ 222.22%
$219.37 - $417.89 $4.39K - $8.36K
29 $10K
DRI
Darden Restaurants Inc

Consumer Cyclical
31
+ 258.33%
$186.58 - $225.78 $5.78K - $7K
43 $9K
OLED
Universal Display Corp Pa

Technology
34
+ 24.29%
$106.6 - $161.02 $3.62K - $5.47K
174 $26K
AJG
Arthur J. Gallagher & Co.

Financial Services
33
+ 26.19%
$310.86 - $348.77 $10.3K - $11.5K
159 $50K
PATK
Patrick Industries Inc

Consumer Cyclical
54
+ 24.77%
$74.33 - $93.03 $4.01K - $5.02K
272 $25K
TTEK
Tetra Tech Inc

Industrials
7
+ 0.72%
$28.01 - $36.25 $196 - $254
979 $35K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
132
+ 1320.0%
$45.98 - $56.15 $6.07K - $7.41K
142 $7K
SYF
Synchrony Financial

Financial Services
117
New
$43.81 - $66.74 $5.13K - $7.81K
117 $7K
AL
Air Lease Corp

Industrials
7
+ 1.17%
$40.46 - $58.71 $283 - $411
603 $35K
CVNA
Carvana Co.

Consumer Cyclical
23
New
$162.57 - $345.64 $3.74K - $7.95K
23 $7K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
3
+ 0.6%
$86.93 - $109.64 $261 - $329
503 $55K
FISV
Fiserv Inc

Technology
56
+ 193.1%
N/A
85 $10K
EMR
Emerson Electric CO

Industrials
18
+ 7.86%
$94.15 - $133.33 $1.69K - $2.4K
247 $32K
MPWR
Monolithic Power Systems Inc

Technology
10
New
$455.19 - $737.73 $4.55K - $7.38K
10 $7K
NSC
Norfolk Southern Corp

Industrials
26
+ 236.36%
$206.34 - $257.46 $5.36K - $6.69K
37 $9K
FTNT
Fortinet, Inc.

Technology
56
+ 70.0%
$84.71 - $108.69 $4.74K - $6.09K
136 $14K
ZS
Zscaler, Inc.

Technology
11
+ 34.38%
$174.67 - $315.32 $1.92K - $3.47K
43 $13K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
14
+ 60.87%
$177.93 - $313.14 $2.49K - $4.38K
37 $11K
NEM
Newmont Corp

Basic Materials
109
+ 908.33%
$44.18 - $59.46 $4.82K - $6.48K
121 $7K
PSMT
Pricesmart Inc

Consumer Defensive
2
+ 0.68%
$82.12 - $108.35 $164 - $217
297 $31K
WM
Waste Management Inc

Industrials
27
+ 65.85%
$216.47 - $242.1 $5.84K - $6.54K
68 $15K
KMB
Kimberly Clark Corp

Consumer Defensive
48
New
$126.84 - $145.22 $6.09K - $6.97K
48 $6K
ROST
Ross Stores, Inc.

Consumer Cyclical
44
+ 191.3%
$126.62 - $154.26 $5.57K - $6.79K
67 $8K
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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