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
CAG
Conagra Brands Inc.

Consumer Defensive
73
New
$23.9 - $27.67 $1.74K - $2.02K
73 $1K
CLX
Clorox CO

Consumer Defensive
12
New
$141.76 - $162.89 $1.7K - $1.95K
12 $1K
ABC
Amerisourcebergen Corp

Healthcare
9
New
N/A
9 $1K
CDNS
Cadence Design Systems Inc

Technology
6
New
$233.96 - $324.52 $1.4K - $1.95K
6 $1K
ROK
Rockwell Automation, Inc

Industrials
4
New
$255.29 - $303.75 $1.02K - $1.22K
4 $1K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
20
New
$81.83 - $82.73 $1.64K - $1.65K
20 $1K
UDR
Udr, Inc.

Real Estate
44
New
$40.09 - $46.04 $1.76K - $2.03K
44 $1K
CPB
Campbell Soup CO

Consumer Defensive
43
New
$37.29 - $42.04 $1.6K - $1.81K
43 $1K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
7
New
$208.48 - $244.03 $1.46K - $1.71K
7 $1K
URI
United Rentals, Inc.

Industrials
3
New
$594.17 - $789.56 $1.78K - $2.37K
3 $1K
ECL
Ecolab Inc.

Basic Materials
6
New
$229.72 - $269.82 $1.38K - $1.62K
6 $1K
FILL
Ishares Inc Msci Global Energy

ETFs
73
New
$22.61 - $24.93 $1.65K - $1.82K
73 $1K
BDX
Becton Dickinson & CO

Healthcare
2
New
$222.79 - $249.08 $446 - $498
2 $0
CDW
Cdw Corp

Technology
0
New
$160.26 - $206.13 $0 - $0
0 $0
Millrose Pptys Inc
6
New
N/A
6 $0
DELL
Dell Technologies Inc.

Technology
0
New
$90.34 - $124.66 $0 - $0
0 $0
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
0
New
$8.46 - $9.3 $0 - $0
0 $0
Atlas Energy Solutions Inc
1.17K
New
N/A
1.17K $0
CE
Celanese Corp

Basic Materials
10
New
$47.02 - $74.12 $470 - $741
10 $0
KEYS
Keysight Technologies, Inc.

Technology
0
New
$148.16 - $185.11 $0 - $0
0 $0
YUM
Yum Brands Inc

Consumer Cyclical
3
New
$123.25 - $162.53 $370 - $488
3 $0
SWKS
Skyworks Solutions, Inc.

Technology
0
New
$64.12 - $93.96 $0 - $0
0 $0
LULU
Lululemon Athletica Inc.

Consumer Cyclical
1
New
$283.06 - $421.16 $283 - $421
1 $0
ABNB
Airbnb, Inc.

Consumer Cyclical
7
New
$119.38 - $161.42 $836 - $1.13K
7 $0
MPWR
Monolithic Power Systems Inc

Technology
0
New
$565.7 - $720.25 $0 - $0
0 $0
AEP
American Electric Power CO Inc

Utilities
5
New
$90.32 - $109.27 $452 - $546
5 $0
MCHP
Microchip Technology Inc

Technology
18
New
$48.41 - $64.3 $871 - $1.16K
18 $0
LXRX
Lexicon Pharmaceuticals, Inc.

Healthcare
71
New
$0.29 - $0.96 $20.6 - $68.2
71 $0
ALGN
Align Technology Inc

Healthcare
3
New
$158.86 - $234.89 $477 - $705
3 $0
Lam Research Corp
1.11K
New
N/A
1.11K $0
Arista Networks Inc
84
New
N/A
84 $0
MAS
Masco Corp

Industrials
7
New
$68.67 - $81.85 $481 - $573
7 $0
MRVL
Marvell Technology, Inc.

Technology
7
New
$61.57 - $126.06 $431 - $882
7 $0
Labcorp Holdings Inc
4
New
N/A
4 $0
NEM
Newmont Corp

Basic Materials
12
New
$37.79 - $48.39 $453 - $581
12 $0
Westport Fuel Systems Inc
40
New
N/A
40 $0
TRMB
Trimble Inc.

Technology
7
New
$65.52 - $77.49 $459 - $542
7 $0
Q32 Bio Inc
5
New
N/A
5 $0
TW
Tradeweb Markets Inc.

Financial Services
3
New
$123.42 - $148.46 $370 - $445
3 $0
TXT
Textron Inc

Industrials
7
New
$70.19 - $81.2 $491 - $568
7 $0
RMD
Resmed Inc

Healthcare
2
New
$219.7 - $257.65 $439 - $515
2 $0
TTWO
Take Two Interactive Software Inc

Communication Services
2
New
$178.61 - $217.95 $357 - $436
2 $0
ROL
Rollins Inc

Consumer Cyclical
10
New
$45.65 - $54.03 $457 - $540
10 $0
GPC
Genuine Parts CO

Consumer Cyclical
0
New
$115.91 - $129.02 $0 - $0
0 $0
HUBB
Hubbell Inc

Industrials
1
New
$330.91 - $456.86 $331 - $457
1 $0
DAL
Delta Air Lines, Inc.

Industrials
10
New
$43.6 - $69.06 $436 - $691
10 $0
LUV
Southwest Airlines CO

Industrials
17
New
$28.18 - $34.84 $479 - $592
17 $0
GDDY
Go Daddy Inc.

Technology
3
New
$172.13 - $214.35 $516 - $643
3 $0
GWW
W.W. Grainger, Inc.

Industrials
1
New
$953.54 - $1132.42 $954 - $1.13K
1 $0
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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