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
HUBB
Hubbell Inc

Industrials
2
+ 200.0%
$315.94 - $408.41 $632 - $817
3 $1K
EQT
Eqt Corp

Energy
11
+ 110.0%
$46.11 - $60.44 $507 - $665
21 $1K
GPN
Global Payments Inc

Industrials
8
+ 160.0%
$67.47 - $99.6 $540 - $797
13 $1K
CVS
Cvs Health Corp

Healthcare
11
+ 7.86%
$60.04 - $70.18 $660 - $772
151 $10K
FSV
First Service Corp

Real Estate
1
+ 0.74%
$158.93 - $179.74 $159 - $180
136 $23K
FIS
Fidelity National Information Services, Inc.

Technology
16
+ 228.57%
$68.14 - $82.13 $1.09K - $1.31K
23 $1K
LUV
Southwest Airlines CO

Industrials
20
+ 117.65%
$24.04 - $34.36 $481 - $687
37 $1K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
43
+ 1.05%
$19.44 - $19.56 $836 - $841
4.14K $80K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
44
+ 1.08%
$19.49 - $19.66 $858 - $865
4.13K $81K
RMD
Resmed Inc

Healthcare
2
+ 100.0%
$204.54 - $258.0 $409 - $516
4 $1K
DVN
Devon Energy Corp

Energy
90
+ 21.69%
$26.8 - $37.92 $2.41K - $3.41K
505 $16K
RPV
Invesco Exchange Traded Fd Tr

ETFs
1
+ 1.16%
$81.66 - $93.76 $81.7 - $93.8
87 $8K
Linde PLC
12
+ 23.08%
N/A
64 $0
CHD
Church & Dwight CO Inc

Consumer Defensive
10
+ 50.0%
$91.57 - $110.76 $916 - $1.11K
30 $2K
UGI
Ugi Corp

Utilities
1
+ 1.45%
$30.18 - $36.59 $30.2 - $36.6
70 $2K
Qiagen Nv
3
+ 3.33%
N/A
93 $0
NXST
Nexstar Media Group, Inc.

Communication Services
2
+ 1.25%
$144.68 - $181.86 $289 - $364
162 $28K
Atlassian Corporation
12
+ 92.31%
N/A
25 $0
Arista Networks Inc
213
+ 253.57%
N/A
297 $0
Millrose Pptys Inc
85
+ 1416.67%
N/A
91 $0
Atlas Energy Solutions Inc
20
+ 1.71%
N/A
1.19K $0
PAYX
Paychex Inc

Industrials
6
+ 11.54%
$137.01 - $159.78 $822 - $959
58 $8K
SPG
Simon Property Group Inc

Real Estate
3
+ 15.0%
$140.37 - $171.44 $421 - $514
23 $3K
VDC
Vanguard Consumer Staples ETF

ETFs
2
+ 0.79%
$204.89 - $224.73 $410 - $449
255 $55K
CRH.L
Crh PLC

Basic Materials
49
+ 59.04%
N/A
132 $0
Aptiv PLC
31
+ 442.86%
N/A
38 $0
Corpay Inc
1
+ 100.0%
N/A
2 $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2
+ 0.48%
$24.32 - $27.87 $48.6 - $55.7
418 $11K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
1
+ 4.35%
$34.28 - $41.6 $34.3 - $41.6
24 $0
Te Connectivity PLC
137
+ 4566.67%
N/A
140 $0
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
5
+ 0.84%
$24.48 - $24.9 $122 - $125
601 $14K
NTAP
Net App, Inc.

Technology
1
+ 20.0%
$76.1 - $106.55 $76.1 - $107
6 $0
MRNA
Moderna, Inc.

Healthcare
38
+ 3.24%
$23.65 - $28.54 $899 - $1.08K
1.21K $33K
Lineage Inc
30
+ 333.33%
N/A
39 $0
Ge Vernova Inc
59
+ 128.26%
N/A
105 $0
JCPB
J P Morgan Exchange Traded Fd

ETFs
5
+ 0.97%
$45.9 - $47.2 $230 - $236
521 $24K
BSJQ
Invesco Etsf Fd Tr Bulletshare

ETFs
8
+ 1.68%
$22.66 - $23.41 $181 - $187
484 $11K
RFG
Invesco Exchange Traded Fd Tr

ETFs
1
+ 0.7%
$39.08 - $48.9 $39.1 - $48.9
143 $6K
DD
Du Pont De Nemours, Inc.

Basic Materials
20
+ 18.35%
$55.13 - $75.25 $1.1K - $1.51K
129 $8K
IBKR
Interactive Brokers Group, Inc.

Financial Services
8
+ 400.0%
$50.53 - $212.53 $404 - $1.7K
10 $0
Ge Healthcare Technologies I
7
+ 12.96%
N/A
61 $0
EXPE
Expedia Group, Inc.

Consumer Cyclical
3
+ 42.86%
$136.63 - $176.62 $410 - $530
10 $1K
IGLB
Ishares 10+ Year Investment Gr

ETFs
1
+ 1.23%
$47.55 - $50.44 $47.6 - $50.4
82 $4K
IEF
Ishares Barclays

ETFs
2
+ 0.79%
$93.15 - $96.56 $186 - $193
256 $24K
FILL
Ishares Inc Msci Global Energy

ETFs
1
+ 1.37%
$20.55 - $24.96 $20.6 - $25
74 $1K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
6
+ 1.24%
$22.87 - $23.14 $137 - $139
490 $11K
Brookfield Infrastructure CO
11
+ 1.47%
N/A
757 $0
Blackrock Inc
17
+ 154.55%
N/A
28 $0
Lam Research Corp
61
+ 5.5%
N/A
1.17K $0
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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