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
UTZ
Utz Brands, Inc.

Consumer Defensive
1.86K
New
$13.18 - $15.15 $24.5K - $28.1K
1.86K $26K
MLM
Martin Marietta Materials Inc

Basic Materials
55
New
$460.39 - $552.64 $25.3K - $30.4K
55 $26K
TNL
Travel & Leisure Co.

Consumer Cyclical
548
New
$46.29 - $57.86 $25.4K - $31.7K
548 $25K
VMI
Valmont Industries Inc

Industrials
89
New
$285.37 - $376.98 $25.4K - $33.6K
89 $25K
EMR
Emerson Electric CO

Industrials
229
New
$108.64 - $131.17 $24.9K - $30K
229 $25K
PSMT
Pricesmart Inc

Consumer Defensive
295
New
$82.4 - $94.86 $24.3K - $28K
295 $25K
NJR
New Jersey Resources Corp

Utilities
505
New
$45.25 - $49.37 $22.9K - $24.9K
505 $24K
MS
Morgan Stanley

Financial Services
211
New
$111.68 - $141.08 $23.6K - $29.8K
211 $24K
NOG
Northern Oil & Gas, Inc.

Energy
796
New
$26.89 - $42.07 $21.4K - $33.5K
796 $24K
CBT
Cabot Corp

Basic Materials
292
New
$81.12 - $92.51 $23.7K - $27K
292 $24K
IEF
Ishares Barclays

ETFs
254
New
$91.17 - $95.39 $23.2K - $24.2K
254 $24K
SYK
Stryker Corp

Healthcare
66
New
$355.18 - $399.9 $23.4K - $26.4K
66 $24K
PFE
Pfizer Inc

Healthcare
908
New
$25.01 - $27.13 $22.7K - $24.6K
908 $23K
CMI
Cummins Inc

Industrials
74
New
$312.92 - $386.07 $23.2K - $28.6K
74 $23K
HXL
Hexcel Corp

Industrials
414
New
$54.76 - $70.69 $22.7K - $29.3K
414 $22K
POWI
Power Integrations Inc

Technology
426
New
$50.5 - $66.7 $21.5K - $28.4K
426 $21K
DHR
Danaher Corp

Healthcare
103
New
$201.62 - $250.59 $20.8K - $25.8K
103 $21K
APD
Air Products & Chemicals, Inc.

Basic Materials
74
New
$283.24 - $338.07 $21K - $25K
74 $21K
UNF
Unifirst Corp

Industrials
125
New
$169.33 - $230.5 $21.2K - $28.8K
125 $21K
WING
Wingstop Inc.

Consumer Cyclical
91
New
$207.0 - $311.93 $18.8K - $28.4K
91 $20K
SJM
J M Smucker CO

Consumer Defensive
173
New
$100.41 - $118.41 $17.4K - $20.5K
173 $20K
NSSC
Napco Security Technologies, Inc

Industrials
907
New
$23.02 - $37.2 $20.9K - $33.7K
907 $20K
MTRN
Materion Corp

Basic Materials
246
New
$81.6 - $104.14 $20.1K - $25.6K
246 $20K
DFS
Discover Financial Services

Financial Services
120
New
$152.99 - $203.25 $18.4K - $24.4K
120 $20K
LSTR
Landstar System Inc

Industrials
134
New
$146.63 - $177.82 $19.6K - $23.8K
134 $20K
MSA
Msa Safety Inc

Industrials
133
New
$146.69 - $166.47 $19.5K - $22.1K
133 $19K
CFG
Citizens Financial Group Inc

Financial Services
475
New
$39.73 - $48.36 $18.9K - $23K
475 $19K
MTDR
Matador Resources CO

Energy
384
New
$44.79 - $63.77 $17.2K - $24.5K
384 $19K
HAL
Halliburton CO

Energy
776
New
$24.15 - $29.9 $18.7K - $23.2K
776 $19K
PATK
Patrick Industries Inc

Consumer Cyclical
218
New
$82.13 - $97.92 $17.9K - $21.3K
218 $18K
HSY
Hershey CO

Consumer Defensive
107
New
$144.74 - $186.36 $15.5K - $19.9K
107 $18K
BA
Boeing CO

Industrials
106
+ 2120.0%
$148.15 - $186.25 $15.7K - $19.7K
111 $18K
SCVL
Shoe Carnival Inc

Consumer Cyclical
860
New
$21.24 - $32.31 $18.3K - $27.8K
860 $18K
LFUS
Littelfuse Inc

Technology
93
New
$196.74 - $255.16 $18.3K - $23.7K
93 $18K
HUBS
Hubspot Inc

Technology
31
New
$571.29 - $819.71 $17.7K - $25.4K
31 $17K
KWR
Quaker Chemical Corp

Basic Materials
136
New
$123.61 - $145.39 $16.8K - $19.8K
136 $16K
VICI
Vici Properties Inc.

Real Estate
519
New
$28.21 - $32.68 $14.6K - $17K
519 $16K
KLIC
Kulicke & Soffa Industries Inc

Technology
510
New
$32.98 - $47.98 $16.8K - $24.5K
510 $16K
KFRC
Kforce Inc

Industrials
328
New
$48.42 - $56.93 $15.9K - $18.7K
328 $16K
CAT
Caterpillar Inc

Industrials
50
New
$326.75 - $407.63 $16.3K - $20.4K
50 $16K
IWY
Ishares Tr Russell 200 Growth

ETFs
80
New
$210.19 - $243.33 $16.8K - $19.5K
80 $16K
GILD
Gilead Sciences, Inc.

Healthcare
134
New
$89.14 - $117.41 $11.9K - $15.7K
134 $15K
CCL
Carnival Corp

Consumer Cyclical
785
New
$19.08 - $28.49 $15K - $22.4K
785 $15K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
212
New
$68.07 - $78.99 $14.4K - $16.7K
212 $14K
CHK
Chesapeake Energy Corp

Energy
173
New
N/A
173 $14K
WMB
Williams Companies, Inc.

Energy
239
New
$54.02 - $61.09 $12.9K - $14.6K
239 $14K
TJX
Tjx Companies Inc

Consumer Cyclical
119
New
$112.81 - $126.16 $13.4K - $15K
119 $14K
PANW
Palo Alto Networks Inc

Technology
87
New
$167.82 - $208.28 $14.6K - $18.1K
87 $14K
IBB
Ishares Biotechnology ETF

ETFs
113
New
$127.9 - $140.56 $14.5K - $15.9K
113 $14K
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
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