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
VPU
Vanguard Utilities ETF

ETFs
2
+ 0.59%
$158.36 - $178.82 $317 - $358
343 $60K
GLW
Corning Inc

Technology
16
+ 11.11%
$39.07 - $52.59 $625 - $841
160 $8K
VTR
Ventas, Inc.

Real Estate
31
+ 129.17%
$62.45 - $70.08 $1.94K - $2.17K
55 $3K
CGNX
Cognex Corp

Technology
6
+ 0.6%
$23.27 - $32.07 $140 - $192
1.01K $31K
SNAP
Snap Inc

Communication Services
248
+ 177.14%
$7.23 - $9.21 $1.79K - $2.28K
388 $3K
VTRS
Viatris Inc

Healthcare
159
+ 54.08%
$7.26 - $9.12 $1.15K - $1.45K
453 $4K
EA
Electronic Arts Inc.

Communication Services
11
+ 366.67%
$132.53 - $159.7 $1.46K - $1.76K
14 $2K
PINS
Pinterest, Inc.

Communication Services
51
+ 121.43%
$24.21 - $35.95 $1.23K - $1.83K
93 $3K
PYPL
Pay Pal Holdings, Inc.

Financial Services
21
+ 47.73%
$57.41 - $74.81 $1.21K - $1.57K
65 $4K
FSLR
First Solar, Inc.

Technology
7
+ 28.0%
$120.38 - $192.98 $843 - $1.35K
32 $5K
F
Ford Motor CO

Consumer Cyclical
99
+ 10.81%
$8.69 - $10.85 $860 - $1.07K
1.02K $11K
CMI
Cummins Inc

Industrials
4
+ 5.41%
$267.12 - $336.65 $1.07K - $1.35K
78 $25K
EOG
Eog Resources Inc

Energy
17
+ 50.0%
$104.61 - $129.97 $1.78K - $2.21K
51 $6K
K
Kellogg CO

Consumer Defensive
34
+ 136.0%
$77.85 - $82.88 $2.65K - $2.82K
59 $4K
CSGP
Costar Group, Inc.

Real Estate
26
+ 433.33%
$72.62 - $83.22 $1.89K - $2.16K
32 $2K
YOU
Clear Secure, Inc.

Technology
11
+ 1.18%
$23.96 - $27.76 $264 - $305
941 $26K
DDOG
Datadog, Inc.

Technology
3
+ 5.66%
$87.0 - $134.33 $261 - $403
56 $7K
UAL
United Airlines Holdings, Inc.

Industrials
17
+ 15.89%
$56.15 - $84.23 $955 - $1.43K
124 $9K
LSTR
Landstar System Inc

Industrials
31
+ 23.13%
$131.55 - $151.93 $4.08K - $4.71K
165 $22K
ETR
Entergy Corp

Utilities
28
+ 24.56%
$79.01 - $86.61 $2.21K - $2.43K
142 $11K
UNF
Unifirst Corp

Industrials
2
+ 1.6%
$161.86 - $189.64 $324 - $379
127 $23K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
11
+ 1100.0%
$225.56 - $335.19 $2.48K - $3.69K
12 $2K
INTC
Intel Corp

Technology
103
+ 27.25%
$18.13 - $22.69 $1.87K - $2.34K
481 $10K
BIIB
Biogen Inc.

Healthcare
16
+ 228.57%
$113.38 - $135.49 $1.81K - $2.17K
23 $2K
AEP
American Electric Power CO Inc

Utilities
20
+ 400.0%
$98.59 - $109.11 $1.97K - $2.18K
25 $2K
RSG
Republic Services, Inc.

Industrials
1
+ 0.25%
$227.2 - $258.07 $227 - $258
403 $99K
KEY
Keycorp

Financial Services
119
+ 177.61%
$13.23 - $17.42 $1.57K - $2.07K
186 $3K
EVRG
Evergy, Inc.

Utilities
31
+ 59.62%
$64.06 - $69.64 $1.99K - $2.16K
83 $5K
MSCI
Msci Inc.

Financial Services
1
+ 100.0%
$506.56 - $576.74 $507 - $577
2 $1K
WCN
Waste Connections, Inc.

Industrials
3
+ 100.0%
$183.26 - $199.95 $550 - $600
6 $1K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6
+ 1.03%
$91.43 - $91.74 $549 - $550
591 $54K
MAS
Masco Corp

Industrials
19
+ 271.43%
$58.73 - $71.06 $1.12K - $1.35K
26 $1K
OKTA
Okta, Inc.

Technology
8
+ 57.14%
$91.24 - $127.3 $730 - $1.02K
22 $2K
NLOK
Norton Life Lock Inc.

Technology
31
+ 172.22%
N/A
49 $1K
BR
Broadridge Financial Solutions, Inc.

Technology
3
+ 150.0%
$217.22 - $246.25 $652 - $739
5 $1K
DG
Dollar General Corp

Consumer Defensive
6
+ 22.22%
$86.02 - $114.95 $516 - $690
33 $3K
TRU
Trans Union

Industrials
9
+ 180.0%
$69.26 - $91.89 $623 - $827
14 $1K
HSTM
Healthstream Inc

Healthcare
114
+ 24.36%
$26.6 - $34.07 $3.03K - $3.88K
582 $16K
CARR
Carrier Global Corp

Industrials
14
+ 60.87%
$55.55 - $75.83 $778 - $1.06K
37 $2K
YUM
Yum Brands Inc

Consumer Cyclical
6
+ 200.0%
$138.36 - $161.45 $830 - $969
9 $1K
WDC
Western Digital Corp

Technology
14
+ 116.67%
$30.54 - $63.99 $428 - $896
26 $1K
PCG
Pg&E Corp

Utilities
71
+ 221.88%
$13.55 - $17.87 $962 - $1.27K
103 $1K
NOC
Northrop Grumman Corp

Industrials
2
+ 40.0%
$456.3 - $540.39 $913 - $1.08K
7 $3K
LKFN
Lakeland Financial Corp

Financial Services
2
+ 0.44%
$51.45 - $61.84 $103 - $124
457 $28K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
12
+ 1.12%
$46.47 - $47.67 $558 - $572
1.08K $51K
PICK
Ishares Inc Msci Global Select

ETFs
4
+ 1.65%
$30.23 - $38.24 $121 - $153
246 $9K
HXL
Hexcel Corp

Industrials
7
+ 1.69%
$47.49 - $57.32 $332 - $401
421 $23K
HOMB
Home Bancshares Inc

Financial Services
12
+ 1.04%
$25.05 - $29.62 $301 - $355
1.17K $33K
ROL
Rollins Inc

Consumer Cyclical
9
+ 90.0%
$50.65 - $58.58 $456 - $527
19 $1K
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