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
PH
Parker Hannifin Corp

Industrials
9
New
$591.65 - $707.05 $5.32K - $6.36K
9 $5K
SQ
Block, Inc.

Technology
83
New
$54.04 - $92.95 $4.49K - $7.71K
83 $4K
CTRA
Coterra Energy Inc.

Energy
172
New
$25.51 - $29.83 $4.39K - $5.13K
172 $4K
IGLB
Ishares 10+ Year Investment Gr

ETFs
81
New
$48.32 - $51.22 $3.91K - $4.15K
81 $4K
SLVP
Ishares Msci Global Silver And

ETFs
318
New
$11.88 - $15.41 $3.78K - $4.9K
318 $4K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
74
New
$55.47 - $61.45 $4.1K - $4.55K
74 $4K
PNC
Pnc Financial Services Group, Inc.

Financial Services
27
New
$168.84 - $202.89 $4.56K - $5.48K
27 $4K
TLT
Ishares Barclays 20+ Year Trea

ETFs
45
New
$85.29 - $92.57 $3.84K - $4.17K
45 $4K
RJF
Raymond James Financial Inc

Financial Services
30
New
$137.62 - $172.64 $4.13K - $5.18K
30 $4K
LQD
Ishares Iboxx $ Investment Gra

ETFs
38
+ 0.45%
$105.1 - $109.61 $3.99K - $4.17K
8.4K $913K
SNOW
Snowflake Inc.

Technology
34
New
$146.16 - $192.78 $4.97K - $6.55K
34 $4K
FSLR
First Solar, Inc.

Technology
25
New
$126.34 - $197.73 $3.16K - $4.94K
25 $3K
FISV
Fiserv Inc

Technology
29
New
N/A
29 $3K
HBAN
Huntington Bancshares Inc

Financial Services
242
New
$14.28 - $17.39 $3.46K - $4.21K
242 $3K
SUI
Sun Communities Inc

Real Estate
29
New
$120.53 - $136.43 $3.5K - $3.96K
29 $3K
EIX
Edison International

Utilities
57
New
$50.06 - $80.01 $2.85K - $4.56K
57 $3K
SPG
Simon Property Group Inc

Real Estate
20
New
$159.48 - $187.78 $3.19K - $3.76K
20 $3K
PBI
Pitney Bowes Inc

Industrials
395
New
$7.03 - $10.86 $2.78K - $4.29K
395 $3K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
61
New
$51.52 - $52.37 $3.14K - $3.19K
61 $3K
RBLX
Roblox Corp

Communication Services
65
New
$53.77 - $75.47 $3.5K - $4.91K
65 $3K
LBRDK
Liberty Broadband Corp

Communication Services
44
New
$73.49 - $88.64 $3.23K - $3.9K
44 $3K
OXY
Occidental Petroleum Corp

Energy
61
New
$45.45 - $52.7 $2.77K - $3.21K
61 $3K
TIP
Ishares Tr Tips Bd ETF

ETFs
30
New
$106.22 - $111.09 $3.19K - $3.33K
30 $3K
MCO
Moodys Corp

Financial Services
8
New
$437.8 - $527.48 $3.5K - $4.22K
8 $3K
CPRT
Copart Inc

Consumer Cyclical
41
New
$52.3 - $59.83 $2.14K - $2.45K
41 $2K
OMER
Omeros Corp

Healthcare
300
New
$7.04 - $11.21 $2.11K - $3.36K
300 $2K
EL
Estee Lauder Companies Inc

Consumer Defensive
34
New
$64.26 - $85.48 $2.18K - $2.91K
34 $2K
UGI
Ugi Corp

Utilities
69
New
$28.0 - $34.16 $1.93K - $2.36K
69 $2K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
46
New
$59.28 - $66.1 $2.73K - $3.04K
46 $2K
DRI
Darden Restaurants Inc

Consumer Cyclical
12
New
$180.02 - $208.56 $2.16K - $2.5K
12 $2K
EFX
Equifax Inc

Industrials
10
New
$235.63 - $278.34 $2.36K - $2.78K
10 $2K
DG
Dollar General Corp

Consumer Defensive
27
New
$68.44 - $87.93 $1.85K - $2.37K
27 $2K
SYY
Sysco Corp

Consumer Defensive
35
New
$70.0 - $77.13 $2.45K - $2.7K
35 $2K
CL
Colgate Palmolive CO

Consumer Defensive
30
New
$85.68 - $97.5 $2.57K - $2.93K
30 $2K
NOC
Northrop Grumman Corp

Industrials
5
New
$433.45 - $513.82 $2.17K - $2.57K
5 $2K
NSC
Norfolk Southern Corp

Industrials
11
New
$227.69 - $259.76 $2.5K - $2.86K
11 $2K
CHD
Church & Dwight CO Inc

Consumer Defensive
20
New
$101.42 - $113.2 $2.03K - $2.26K
20 $2K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
8
New
$272.79 - $355.88 $2.18K - $2.85K
8 $2K
BBY
Best Buy CO Inc

Consumer Cyclical
29
New
$70.3 - $91.1 $2.04K - $2.64K
29 $2K
K
Kellogg CO

Consumer Defensive
25
New
$81.06 - $82.9 $2.03K - $2.07K
25 $2K
HUM
Humana Inc

Healthcare
9
New
$249.11 - $303.11 $2.24K - $2.73K
9 $2K
ROST
Ross Stores, Inc.

Consumer Cyclical
23
New
$123.3 - $154.95 $2.84K - $3.56K
23 $2K
CINF
Cincinnati Financial Corp

Financial Services
20
New
$133.67 - $147.81 $2.67K - $2.96K
20 $2K
EVO
Evotec Se

Healthcare
840
New
$3.31 - $4.71 $2.78K - $3.96K
840 $2K
WAT
Waters Corp

Healthcare
5
New
$362.16 - $417.28 $1.81K - $2.09K
5 $1K
KMX
Carmax Inc

Consumer Cyclical
19
New
$69.25 - $89.19 $1.32K - $1.69K
19 $1K
KEY
Keycorp

Financial Services
67
New
$15.15 - $18.3 $1.02K - $1.23K
67 $1K
LHX
L3 Harris Technologies, Inc.

Industrials
8
New
$194.65 - $222.86 $1.56K - $1.78K
8 $1K
OKTA
Okta, Inc.

Technology
14
New
$78.83 - $116.72 $1.1K - $1.63K
14 $1K
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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