Cbiz Investment Advisory Services, LLC New Holdings in Q1 2025

Cbiz Investment Advisory Services, LLC

  • $2.04 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
2M
New
$167.73 - $179.21 $336M - $359M
2M $346M
VUG
Vanguard Growth ETF

ETFs
868K
New
$369.1 - $427.61 $320M - $371M
868K $322M
TDG
Trans Digm Group Inc

Industrials
29.3K
New
$1251.32 - $1394.11 $36.7M - $40.9M
29.3K $40.6M
VB
Vanguard Small Cap ETF

ETFs
127K
New
$217.89 - $252.64 $27.6M - $32M
127K $28.1M
HYG
Ishares Tr

ETFs
344K
New
$78.51 - $80.11 $27M - $27.5M
344K $27.1M
VEA
Vanguard Ftse Developed Market

ETFs
191K
New
$47.4 - $52.99 $9.07M - $10.1M
191K $9.72M
VTI
Vanguard Total Stock Market Et

ETFs
25.8K
New
$271.18 - $303.12 $7M - $7.82M
25.8K $7.09M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
35.5K
New
$57.21 - $65.8 $2.03M - $2.34M
35.5K $2.07M
DVY
Ishares Tr

ETFs
9.4K
New
$128.58 - $138.1 $1.21M - $1.3M
9.4K $1.26M
IWF
Ishares Russell 1000 Gr ETF

ETFs
3.03K
New
$360.07 - $417.26 $1.09M - $1.26M
3.03K $1.09M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.29K
New
$507.05 - $563.67 $655K - $728K
1.29K $663K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.74K
New
$102.49 - $119.96 $486K - $569K
4.74K $495K
LLY
Eli Lilly & CO

Healthcare
548
New
$725.72 - $929.72 $398K - $509K
548 $452K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.08K
New
$76.94 - $78.28 $391K - $398K
5.08K $397K
WMT
Walmart Inc.

Consumer Defensive
3.21K
New
$84.5 - $105.05 $271K - $337K
3.21K $281K
VNQ
Vanguard Specialized Funds Van

ETFs
2.86K
New
$85.55 - $94.34 $244K - $270K
2.86K $258K
PKBK
Parke Bancorp, Inc.

Financial Services
12.6K
New
$18.41 - $20.44 $231K - $257K
12.6K $236K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.19K
New
$42.5 - $46.71 $136K - $149K
3.19K $144K
SAP
Sap Se

Technology
480
New
$241.4 - $293.69 $116K - $141K
480 $128K
HD
Home Depot, Inc.

Consumer Cyclical
344
New
$347.25 - $424.87 $119K - $146K
344 $126K
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.47K
New
$21.75 - $24.28 $119K - $133K
5.47K $120K
KMPR
Kemper Corp

Financial Services
1.81K
New
$62.81 - $69.5 $113K - $125K
1.81K $120K
AIG
American International Group, Inc.

Financial Services
1.35K
New
$70.5 - $86.94 $94.8K - $117K
1.35K $116K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
1.23K
New
$90.0 - $96.32 $111K - $118K
1.23K $113K
HON
Honeywell International Inc

Industrials
534
New
$202.75 - $226.52 $108K - $121K
534 $113K
MCD
Mcdonalds Corp

Consumer Cyclical
361
New
$279.74 - $321.29 $101K - $116K
361 $112K
DIS
Walt Disney CO

Communication Services
1.06K
New
$96.87 - $114.0 $102K - $121K
1.06K $104K
JNJ
Johnson & Johnson

Healthcare
627
New
$142.06 - $167.7 $89.1K - $105K
627 $103K
FNDX
Schwab Fundamental U S Large C

ETFs
4.36K
New
$23.03 - $25.01 $100K - $109K
4.36K $102K
RSG
Republic Services, Inc.

Industrials
402
New
$200.09 - $242.16 $80.4K - $97.3K
402 $97K
ITW
Illinois Tool Works Inc

Industrials
390
New
$244.9 - $274.48 $95.5K - $107K
390 $96K
TMUS
T Mobile Us, Inc.

Communication Services
354
New
$211.3 - $272.83 $74.8K - $96.6K
354 $94K
APH
Amphenol Corp

Technology
1.32K
New
$61.62 - $78.55 $81.6K - $104K
1.32K $86K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.56K
New
$48.43 - $49.9 $75.6K - $77.9K
1.56K $77K
IBM
International Business Machines Corp

Technology
313
New
$217.4 - $264.74 $68K - $82.9K
313 $77K
PEG
Public Service Enterprise Group Inc

Utilities
940
New
$78.2 - $90.39 $73.5K - $85K
940 $77K
PEP
Pepsico Inc

Consumer Defensive
517
New
$142.64 - $156.42 $73.7K - $80.9K
517 $77K
LMT
Lockheed Martin Corp

Industrials
169
New
$423.19 - $506.29 $71.5K - $85.6K
169 $75K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.13K
New
$58.01 - $64.46 $65.5K - $72.8K
1.13K $70K
FNDA
Schwab Fundamental U S Small C

ETFs
2.49K
New
$26.87 - $30.99 $66.9K - $77.2K
2.49K $68K
MUB
Ishares National Muni Bond ETF

ETFs
590
New
$104.71 - $107.69 $61.8K - $63.5K
590 $62K
PG
Procter & Gamble CO

Consumer Defensive
358
New
$158.56 - $176.26 $56.8K - $63.1K
358 $61K
GE
General Electric CO

Industrials
305
New
$168.59 - $212.13 $51.4K - $64.7K
305 $61K
ITOT
Ishares Core S&P Total U.S. St

ETFs
500
New
$120.29 - $134.6 $60.1K - $67.3K
500 $61K
DE
Deere & CO

Industrials
128
New
$408.57 - $509.27 $52.3K - $65.2K
128 $60K
LOW
Lowes Companies Inc

Consumer Cyclical
224
New
$222.66 - $268.42 $49.9K - $60.1K
224 $52K
MDLZ
Mondelez International, Inc.

Consumer Defensive
754
New
$56.12 - $68.15 $42.3K - $51.4K
754 $51K
RGEN
Repligen Corp

Healthcare
400
New
$127.24 - $174.24 $50.9K - $69.7K
400 $50K
CSX
Csx Corp

Industrials
1.69K
New
$29.11 - $33.67 $49.2K - $56.9K
1.69K $49K
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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