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
SNAP
Snap Inc

Communication Services
248
+ 177.14%
$7.23 - $9.21 $1.79K - $2.28K
388 $3K
PYPL
Pay Pal Holdings, Inc.

Financial Services
21
+ 47.73%
$57.41 - $74.81 $1.21K - $1.57K
65 $4K
ON
On Semiconductor Corp

Technology
40
New
$31.95 - $54.21 $1.28K - $2.17K
40 $2K
UAL
United Airlines Holdings, Inc.

Industrials
17
+ 15.89%
$56.15 - $84.23 $955 - $1.43K
124 $9K
STT
State Street Corp

Financial Services
24
New
$75.33 - $106.34 $1.81K - $2.55K
24 $2K
ZM
Zoom Video Communications, Inc.

Technology
28
+ 77.78%
$66.7 - $84.62 $1.87K - $2.37K
64 $4K
CMI
Cummins Inc

Industrials
4
+ 5.41%
$267.12 - $336.65 $1.07K - $1.35K
78 $25K
WEC
Wec Energy Group, Inc.

Utilities
21
New
$102.24 - $109.76 $2.15K - $2.3K
21 $2K
GLW
Corning Inc

Technology
16
+ 11.11%
$39.07 - $52.59 $625 - $841
160 $8K
TER
Teradyne, Inc

Technology
28
New
$67.96 - $91.05 $1.9K - $2.55K
28 $2K
CGNX
Cognex Corp

Technology
6
+ 0.6%
$23.27 - $32.07 $140 - $192
1.01K $31K
VTRS
Viatris Inc

Healthcare
159
+ 54.08%
$7.26 - $9.12 $1.15K - $1.45K
453 $4K
CLX
Clorox CO

Consumer Defensive
15
+ 125.0%
$118.01 - $148.69 $1.77K - $2.23K
27 $3K
VTR
Ventas, Inc.

Real Estate
31
+ 129.17%
$62.45 - $70.08 $1.94K - $2.17K
55 $3K
DLTR
Dollar Tree, Inc.

Consumer Defensive
27
New
$67.22 - $100.51 $1.81K - $2.71K
27 $2K
PINS
Pinterest, Inc.

Communication Services
51
+ 121.43%
$24.21 - $35.95 $1.23K - $1.83K
93 $3K
JCI
Johnson Controls International PLC

Industrials
14
+ 233.33%
$71.14 - $105.62 $996 - $1.48K
20 $2K
F
Ford Motor CO

Consumer Cyclical
99
+ 10.81%
$8.69 - $10.85 $860 - $1.07K
1.02K $11K
EXR
Extra Space Storage Inc.

Real Estate
11
+ 183.33%
$126.61 - $152.99 $1.39K - $1.68K
17 $2K
VPU
Vanguard Utilities ETF

ETFs
2
+ 0.59%
$158.36 - $178.82 $317 - $358
343 $60K
PPL
Ppl Corp

Utilities
60
New
$33.45 - $36.5 $2.01K - $2.19K
60 $2K
AEP
American Electric Power CO Inc

Utilities
20
+ 400.0%
$98.59 - $109.11 $1.97K - $2.18K
25 $2K
FE
Firstenergy Corp

Utilities
65
New
$38.31 - $43.17 $2.49K - $2.81K
65 $2K
CF
Cf Industries Holdings, Inc.

Basic Materials
31
New
$68.47 - $102.48 $2.12K - $3.18K
31 $2K
FSLR
First Solar, Inc.

Technology
7
+ 28.0%
$120.38 - $192.98 $843 - $1.35K
32 $5K
FAST
Fastenal CO

Industrials
68
New
$40.65 - $83.16 $2.76K - $5.65K
68 $2K
CMS
Cms Energy Corp

Utilities
36
New
$68.57 - $75.51 $2.47K - $2.72K
36 $2K
EA
Electronic Arts Inc.

Communication Services
11
+ 366.67%
$132.53 - $159.7 $1.46K - $1.76K
14 $2K
ACGL
Arch Capital Group Ltd.

Financial Services
29
New
$84.99 - $96.82 $2.46K - $2.81K
29 $2K
RE
Everest Re Group LTD

Financial Services
6
New
N/A
6 $2K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
43
+ 1.05%
$19.44 - $19.56 $836 - $841
4.14K $80K
DG
Dollar General Corp

Consumer Defensive
6
+ 22.22%
$86.02 - $114.95 $516 - $690
33 $3K
EQT
Eqt Corp

Energy
11
+ 110.0%
$46.11 - $60.44 $507 - $665
21 $1K
CVS
Cvs Health Corp

Healthcare
11
+ 7.86%
$60.04 - $70.18 $660 - $772
151 $10K
DPZ
Dominos Pizza Inc

Consumer Cyclical
4
New
$430.72 - $497.52 $1.72K - $1.99K
4 $1K
STX
Seagate Technology Holdings PLC

Technology
11
New
$66.54 - $144.33 $732 - $1.59K
11 $1K
FIS
Fidelity National Information Services, Inc.

Technology
16
+ 228.57%
$68.14 - $82.13 $1.09K - $1.31K
23 $1K
BSJR
Invesco Indx Tr

ETFs
8
+ 1.65%
$21.81 - $22.71 $174 - $182
492 $11K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
44
+ 1.08%
$19.49 - $19.66 $858 - $865
4.13K $81K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6
+ 1.03%
$91.43 - $91.74 $549 - $550
591 $54K
ESS
Essex Property Trust, Inc.

Real Estate
4
New
N/A
4 $1K
PICK
Ishares Inc Msci Global Select

ETFs
4
+ 1.65%
$30.23 - $38.24 $121 - $153
246 $9K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
12
+ 1.12%
$46.47 - $47.67 $558 - $572
1.08K $51K
LPLA
Lpl Financial Holdings Inc.

Financial Services
5
New
$283.31 - $388.96 $1.42K - $1.94K
5 $1K
MSCI
Msci Inc.

Financial Services
1
+ 100.0%
$506.56 - $576.74 $507 - $577
2 $1K
HXL
Hexcel Corp

Industrials
7
+ 1.69%
$47.49 - $57.32 $332 - $401
421 $23K
TRU
Trans Union

Industrials
9
+ 180.0%
$69.26 - $91.89 $623 - $827
14 $1K
HOMB
Home Bancshares Inc

Financial Services
12
+ 1.04%
$25.05 - $29.62 $301 - $355
1.17K $33K
RPV
Invesco Exchange Traded Fd Tr

ETFs
1
+ 1.16%
$81.66 - $93.76 $81.7 - $93.8
87 $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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