Cbiz Investment Advisory Services, LLC Incresed Positions in Q2 2025

Cbiz Investment Advisory Services, LLC

  • $2.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TFC
Truist Financial Corp

Financial Services
521
+ 201.16%
$34.79 - $42.99 $18.1K - $22.4K
780 $33K
CAT
Caterpillar Inc

Industrials
48
+ 96.0%
$273.94 - $388.21 $13.1K - $18.6K
98 $38K
SNPS
Synopsys Inc

Technology
41
+ 241.18%
$380.9 - $517.66 $15.6K - $21.2K
58 $29K
ISRG
Intuitive Surgical Inc

Healthcare
32
+ 39.02%
$451.58 - $565.94 $14.5K - $18.1K
114 $61K
SPGI
S&P Global Inc.

Financial Services
36
+ 59.02%
$438.31 - $527.29 $15.8K - $19K
97 $51K
ADI
Analog Devices Inc

Technology
78
+ 147.17%
$164.6 - $238.02 $12.8K - $18.6K
131 $31K
CI
Cigna Corp

Healthcare
58
+ 276.19%
$301.89 - $340.04 $17.5K - $19.7K
79 $26K
CSCO
Cisco Systems, Inc.

Technology
174
+ 17.68%
$53.19 - $69.38 $9.26K - $12.1K
1.16K $80K
ADP
Automatic Data Processing Inc

Industrials
65
+ 49.24%
$276.76 - $326.81 $18K - $21.2K
197 $60K
OXY
Occidental Petroleum Corp

Energy
505
+ 827.87%
$36.11 - $49.33 $18.2K - $24.9K
566 $23K
ADBE
Adobe Inc.

Technology
43
+ 7.44%
$340.0 - $420.68 $14.6K - $18.1K
621 $240K
EQIX
Equinix Inc

Real Estate
23
+ 100.0%
$740.07 - $914.43 $17K - $21K
46 $36K
GDDY
Go Daddy Inc.

Technology
93
+ 3100.0%
$162.11 - $192.36 $15.1K - $17.9K
96 $17K
MSTR
Microstrategy Inc

Technology
28
+ 82.35%
$237.95 - $421.61 $6.66K - $11.8K
62 $25K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
37
+ 284.62%
$421.16 - $509.5 $15.6K - $18.9K
50 $22K
MU
Micron Technology Inc

Technology
72
+ 45.57%
$64.72 - $127.91 $4.66K - $9.21K
230 $28K
SNOW
Snowflake Inc.

Technology
55
+ 161.76%
$130.53 - $223.77 $7.18K - $12.3K
89 $19K
SRE
Sempra Energy

Utilities
174
+ 88.32%
$63.78 - $78.91 $11.1K - $13.7K
371 $28K
CB
Chubb LTD

Financial Services
48
+ 800.0%
$274.32 - $302.46 $13.2K - $14.5K
54 $15K
TT
Trane Technologies PLC

Industrials
2
+ 1.46%
$315.21 - $437.41 $630 - $875
139 $60K
CTAS
Cintas Corp

Industrials
58
+ 156.76%
$190.11 - $227.66 $11K - $13.2K
95 $21K
HON
Honeywell International Inc

Industrials
15
+ 2.81%
$182.86 - $232.88 $2.74K - $3.49K
549 $127K
NET
Cloudflare, Inc.

Technology
28
+ 26.92%
$97.08 - $195.83 $2.72K - $5.48K
132 $25K
SCHW
Schwab Charles Corp

Financial Services
105
+ 27.2%
$69.06 - $91.24 $7.25K - $9.58K
491 $44K
ITW
Illinois Tool Works Inc

Industrials
53
+ 13.59%
$218.41 - $252.43 $11.6K - $13.4K
443 $109K
ES
Eversource Energy

Utilities
203
+ 1845.45%
$54.25 - $65.89 $11K - $13.4K
214 $13K
WCC
Wesco International Inc

Industrials
57
+ 66.28%
$132.86 - $186.1 $7.57K - $10.6K
143 $26K
MCK
Mckesson Corp

Healthcare
16
+ 177.78%
$652.83 - $732.78 $10.4K - $11.7K
25 $18K
D
Dominion Energy, Inc

Utilities
211
+ 67.41%
$49.66 - $58.0 $10.5K - $12.2K
524 $29K
PANW
Palo Alto Networks Inc

Technology
39
+ 44.83%
$152.44 - $204.64 $5.95K - $7.98K
126 $25K
NEE
Nextera Energy Inc

Utilities
155
+ 55.36%
$64.11 - $75.0 $9.94K - $11.6K
435 $30K
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 1.2%
$496.48 - $617.85 $993 - $1.24K
169 $104K
UPS
United Parcel Service Inc

Industrials
118
+ 104.42%
$91.92 - $110.2 $10.8K - $13K
231 $23K
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 1.73%
$908.13 - $1056.85 $2.72K - $3.17K
176 $174K
DE
Deere & CO

Industrials
12
+ 9.38%
$412.99 - $531.48 $4.96K - $6.38K
140 $71K
ARES
Ares Management Corp

Financial Services
54
+ 91.53%
$118.04 - $175.83 $6.37K - $9.49K
113 $19K
LOW
Lowes Companies Inc

Consumer Cyclical
60
+ 26.79%
$210.83 - $235.28 $12.6K - $14.1K
284 $63K
NSSC
Napco Security Technologies, Inc

Industrials
136
+ 14.99%
$19.82 - $29.82 $2.7K - $4.06K
1.04K $30K
PG
Procter & Gamble CO

Consumer Defensive
88
+ 24.58%
$157.66 - $172.39 $13.9K - $15.2K
446 $71K
TRV
Travelers Companies, Inc.

Financial Services
36
+ 600.0%
$233.83 - $276.34 $8.42K - $9.95K
42 $11K
WSFS
Wsfs Financial Corp

Financial Services
181
+ 167.59%
$45.9 - $55.54 $8.31K - $10.1K
289 $15K
WING
Wingstop Inc.

Consumer Cyclical
1
+ 1.1%
$210.24 - $381.46 $210 - $381
92 $30K
T
At&T Inc.

Communication Services
234
+ 5.88%
$26.33 - $28.94 $6.16K - $6.77K
4.22K $122K
SO
Southern CO

Utilities
111
+ 28.98%
$84.91 - $92.56 $9.43K - $10.3K
494 $45K
AMAT
Applied Materials Inc

Technology
45
+ 77.59%
$126.95 - $183.52 $5.71K - $8.26K
103 $18K
ZTS
Zoetis Inc.

Healthcare
61
+ 277.27%
$144.41 - $170.3 $8.81K - $10.4K
83 $12K
RF
Regions Financial Corp

Financial Services
395
+ 365.74%
$18.34 - $23.52 $7.24K - $9.29K
503 $11K
LYB
Lyondell Basell Industries N.V.

Basic Materials
162
+ 337.5%
$53.23 - $70.65 $8.62K - $11.4K
210 $12K
CL
Colgate Palmolive CO

Consumer Defensive
92
+ 306.67%
$87.57 - $96.0 $8.06K - $8.83K
122 $11K
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
Track This Portfolio

Track Cbiz Investment Advisory Services, LLC Portfolio

Follow Cbiz Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cbiz Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cbiz Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email