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
SRE
Sempra Energy

Utilities
197
New
$67.85 - $87.67 $13.4K - $17.3K
197 $14K
MU
Micron Technology Inc

Technology
158
New
$86.89 - $109.38 $13.7K - $17.3K
158 $13K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
556
New
$22.15 - $24.94 $12.3K - $13.9K
556 $13K
PRU
Prudential Financial Inc

Financial Services
119
New
$105.04 - $122.33 $12.5K - $14.6K
119 $13K
ALL
Allstate Corp

Financial Services
66
+ 75.86%
$180.99 - $210.18 $11.9K - $13.9K
153 $31K
HMC
Honda Motor CO LTD

Consumer Cyclical
500
New
$26.9 - $30.41 $13.5K - $15.2K
500 $13K
WINA
Winmark Corp

Consumer Cyclical
39
New
$304.11 - $396.66 $11.9K - $15.5K
39 $12K
SONY
Sony Group Corp

Technology
500
New
$19.88 - $25.64 $9.94K - $12.8K
500 $12K
UPS
United Parcel Service Inc

Industrials
113
New
$109.66 - $136.26 $12.4K - $15.4K
113 $12K
ILMN
Illumina, Inc.

Healthcare
156
New
$79.34 - $144.22 $12.4K - $22.5K
156 $12K
DOW
Dow Inc.

Basic Materials
311
New
$34.36 - $41.92 $10.7K - $13K
311 $10K
ADI
Analog Devices Inc

Technology
53
New
$201.56 - $243.82 $10.7K - $12.9K
53 $10K
ROP
Roper Technologies Inc

Industrials
18
New
$502.71 - $593.81 $9.05K - $10.7K
18 $10K
HWM
Howmet Aerospace Inc.

Industrials
70
New
$110.79 - $139.39 $7.76K - $9.76K
70 $9K
MSTR
Microstrategy Inc

Technology
34
New
$239.27 - $396.5 $8.14K - $13.5K
34 $9K
F
Ford Motor CO

Consumer Cyclical
916
New
$9.12 - $10.43 $8.35K - $9.55K
916 $9K
USB
Us Bancorp \De\

Financial Services
232
New
$40.92 - $50.9 $9.49K - $11.8K
232 $9K
CVS
Cvs Health Corp

Healthcare
140
New
$44.22 - $68.64 $6.19K - $9.61K
140 $9K
PAYX
Paychex Inc

Industrials
52
New
$136.06 - $154.52 $7.08K - $8.04K
52 $8K
IHF
Ishares Tr

ETFs
163
New
$47.84 - $53.21 $7.8K - $8.67K
163 $8K
AMAT
Applied Materials Inc

Technology
58
New
$145.06 - $195.51 $8.41K - $11.3K
58 $8K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
46
New
$175.5 - $209.86 $8.07K - $9.65K
46 $8K
INTC
Intel Corp

Technology
378
New
$19.1 - $27.39 $7.22K - $10.4K
378 $8K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
446
New
$18.36 - $20.51 $8.19K - $9.15K
446 $8K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
170
New
$49.67 - $51.43 $8.44K - $8.74K
170 $8K
NKE
Nike, Inc.

Consumer Cyclical
128
New
$63.29 - $81.72 $8.1K - $10.5K
128 $8K
CTSH
Cognizant Technology Solutions Corp

Technology
109
New
$75.32 - $90.7 $8.21K - $9.89K
109 $8K
UAL
United Airlines Holdings, Inc.

Industrials
107
New
$69.05 - $110.52 $7.39K - $11.8K
107 $7K
FITB
Fifth Third Bancorp

Financial Services
182
New
$37.48 - $44.96 $6.82K - $8.18K
182 $7K
SNPS
Synopsys Inc

Technology
17
New
$428.58 - $551.54 $7.29K - $9.38K
17 $7K
ADSK
Autodesk, Inc.

Technology
32
New
N/A
32 $7K
BK
Bank Of New York Mellon Corp

Financial Services
94
New
$75.42 - $88.95 $7.09K - $8.36K
94 $7K
IYK
Ishares U.S. Consumer Staples

ETFs
107
New
$63.29 - $71.8 $6.77K - $7.68K
107 $7K
LEN
Lennar Corp

Consumer Cyclical
61
New
$113.93 - $141.54 $6.95K - $8.63K
61 $7K
CTAS
Cintas Corp

Industrials
37
New
$182.09 - $208.14 $6.74K - $7.7K
37 $7K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
444
New
$14.67 - $22.01 $6.51K - $9.77K
444 $6K
DOV
Dover Corp

Industrials
38
New
$174.65 - $206.43 $6.64K - $7.84K
38 $6K
ELV
Elevance Health, Inc.

Healthcare
14
New
$365.9 - $436.25 $5.12K - $6.11K
14 $6K
GLW
Corning Inc

Technology
144
New
$44.91 - $54.25 $6.47K - $7.81K
144 $6K
MSI
Motorola Solutions, Inc.

Technology
14
New
$411.73 - $482.1 $5.76K - $6.75K
14 $6K
SLB
Schlumberger Limited

Energy
167
New
$38.4 - $43.74 $6.41K - $7.3K
167 $6K
WSFS
Wsfs Financial Corp

Financial Services
108
New
$49.95 - $59.33 $5.39K - $6.41K
108 $5K
AXP
American Express CO

Financial Services
20
New
$255.39 - $325.87 $5.11K - $6.52K
20 $5K
AME
Ametek Inc

Industrials
33
New
$170.39 - $190.43 $5.62K - $6.28K
33 $5K
LVS
Las Vegas Sands Corp

Consumer Cyclical
130
New
$38.18 - $50.93 $4.96K - $6.62K
130 $5K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
56
New
$92.51 - $102.81 $5.18K - $5.76K
56 $5K
C
Citigroup Inc

Financial Services
82
+ 6.06%
$67.23 - $84.63 $5.51K - $6.94K
1.44K $101K
OKE
Oneok Inc

Energy
59
New
$89.57 - $109.85 $5.28K - $6.48K
59 $5K
AVB
Avalonbay Communities Inc

Real Estate
27
New
$207.86 - $228.08 $5.61K - $6.16K
27 $5K
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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