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
EIX
Edison International

Utilities
57
New
$50.06 - $80.01 $2.85K - $4.56K
57 $3K
TIP
Ishares Tr Tips Bd ETF

ETFs
30
New
$106.22 - $111.09 $3.19K - $3.33K
30 $3K
FSLR
First Solar, Inc.

Technology
25
New
$126.34 - $197.73 $3.16K - $4.94K
25 $3K
FISV
Fiserv Inc

Technology
29
New
N/A
29 $3K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
61
New
$51.52 - $52.37 $3.14K - $3.19K
61 $3K
HBAN
Huntington Bancshares Inc

Financial Services
242
New
$14.28 - $17.39 $3.46K - $4.21K
242 $3K
SPG
Simon Property Group Inc

Real Estate
20
New
$159.48 - $187.78 $3.19K - $3.76K
20 $3K
PBI
Pitney Bowes Inc

Industrials
395
New
$7.03 - $10.86 $2.78K - $4.29K
395 $3K
OXY
Occidental Petroleum Corp

Energy
61
New
$45.45 - $52.7 $2.77K - $3.21K
61 $3K
RBLX
Roblox Corp

Communication Services
65
New
$53.77 - $75.47 $3.5K - $4.91K
65 $3K
CINF
Cincinnati Financial Corp

Financial Services
20
New
$133.67 - $147.81 $2.67K - $2.96K
20 $2K
EFX
Equifax Inc

Industrials
10
New
$235.63 - $278.34 $2.36K - $2.78K
10 $2K
CHD
Church & Dwight CO Inc

Consumer Defensive
20
New
$101.42 - $113.2 $2.03K - $2.26K
20 $2K
K
Kellogg CO

Consumer Defensive
25
New
$81.06 - $82.9 $2.03K - $2.07K
25 $2K
OMER
Omeros Corp

Healthcare
300
New
$7.04 - $11.21 $2.11K - $3.36K
300 $2K
HUM
Humana Inc

Healthcare
9
New
$249.11 - $303.11 $2.24K - $2.73K
9 $2K
UGI
Ugi Corp

Utilities
69
New
$28.0 - $34.16 $1.93K - $2.36K
69 $2K
BBY
Best Buy CO Inc

Consumer Cyclical
29
New
$70.3 - $91.1 $2.04K - $2.64K
29 $2K
DG
Dollar General Corp

Consumer Defensive
27
New
$68.44 - $87.93 $1.85K - $2.37K
27 $2K
ROST
Ross Stores, Inc.

Consumer Cyclical
23
New
$123.3 - $154.95 $2.84K - $3.56K
23 $2K
CPRT
Copart Inc

Consumer Cyclical
41
New
$52.3 - $59.83 $2.14K - $2.45K
41 $2K
NOC
Northrop Grumman Corp

Industrials
5
New
$433.45 - $513.82 $2.17K - $2.57K
5 $2K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
8
New
$272.79 - $355.88 $2.18K - $2.85K
8 $2K
EVO
Evotec Se

Healthcare
840
New
$3.31 - $4.71 $2.78K - $3.96K
840 $2K
CL
Colgate Palmolive CO

Consumer Defensive
30
New
$85.68 - $97.5 $2.57K - $2.93K
30 $2K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
46
New
$59.28 - $66.1 $2.73K - $3.04K
46 $2K
NSC
Norfolk Southern Corp

Industrials
11
New
$227.69 - $259.76 $2.5K - $2.86K
11 $2K
EL
Estee Lauder Companies Inc

Consumer Defensive
34
New
$64.26 - $85.48 $2.18K - $2.91K
34 $2K
DRI
Darden Restaurants Inc

Consumer Cyclical
12
New
$180.02 - $208.56 $2.16K - $2.5K
12 $2K
CDNS
Cadence Design Systems Inc

Technology
6
New
$233.96 - $324.52 $1.4K - $1.95K
6 $1K
CAG
Conagra Brands Inc.

Consumer Defensive
73
New
$23.9 - $27.67 $1.74K - $2.02K
73 $1K
ABC
Amerisourcebergen Corp

Healthcare
9
New
N/A
9 $1K
URI
United Rentals, Inc.

Industrials
3
New
$594.17 - $789.56 $1.78K - $2.37K
3 $1K
WAT
Waters Corp

Healthcare
5
New
$362.16 - $417.28 $1.81K - $2.09K
5 $1K
ECL
Ecolab Inc.

Basic Materials
6
New
$229.72 - $269.82 $1.38K - $1.62K
6 $1K
CPB
Campbell Soup CO

Consumer Defensive
43
New
$37.29 - $42.04 $1.6K - $1.81K
43 $1K
CLX
Clorox CO

Consumer Defensive
12
New
$141.76 - $162.89 $1.7K - $1.95K
12 $1K
KMX
Carmax Inc

Consumer Cyclical
19
New
$69.25 - $89.19 $1.32K - $1.69K
19 $1K
FILL
Ishares Inc Msci Global Energy

ETFs
73
New
$22.61 - $24.93 $1.65K - $1.82K
73 $1K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
7
New
$208.48 - $244.03 $1.46K - $1.71K
7 $1K
OKTA
Okta, Inc.

Technology
14
New
$78.83 - $116.72 $1.1K - $1.63K
14 $1K
LHX
L3 Harris Technologies, Inc.

Industrials
8
New
$194.65 - $222.86 $1.56K - $1.78K
8 $1K
KR
Kroger CO

Consumer Defensive
25
New
$58.36 - $67.72 $1.46K - $1.69K
25 $1K
KEY
Keycorp

Financial Services
67
New
$15.15 - $18.3 $1.02K - $1.23K
67 $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
Westport Fuel Systems Inc
40
New
N/A
40 $0
ROL
Rollins Inc

Consumer Cyclical
10
New
$45.65 - $54.03 $457 - $540
10 $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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