Cbiz Investment Advisory Services, LLC Reduced Holdings in Q2 2025

Cbiz Investment Advisory Services, LLC

  • $2.26 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VONV
Vanguard Russell 1000 Value Et

ETFs
-9.1K
- 43.36%
$73.19 - $85.21 $666K - $775K
11.9K $1.01M
DVY
Ishares Tr

ETFs
-2.77K
- 29.51%
$118.37 - $134.86 $328K - $374K
6.63K $879K
UNH
Unitedhealth Group Inc

Healthcare
-220
- 51.16%
$274.35 - $599.47 $60.4K - $132K
210 $65K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-667
- 22.02%
$320.42 - $424.58 $214K - $283K
2.36K $1M
AIG
American International Group, Inc.

Financial Services
-818
- 60.82%
$77.56 - $87.72 $63.4K - $71.8K
527 $45K
BAC
Bank Of America Corp

Financial Services
-2.48K
- 29.16%
$34.39 - $47.46 $85.3K - $118K
6.03K $285K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.13K
- 8.81%
$51.16 - $62.02 $160K - $194K
32.4K $2.01M
MUB
Ishares National Muni Bond ETF

ETFs
-517
- 87.63%
$102.31 - $105.8 $52.9K - $54.7K
73 $7K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-2.2K
- 20.9%
$20.66 - $20.74 $45.5K - $45.6K
8.33K $172K
LLY
Eli Lilly & CO

Healthcare
-22
- 4.01%
$713.71 - $898.95 $15.7K - $19.8K
526 $410K
ABBV
Abb Vie Inc.

Healthcare
-80
- 7.95%
$170.16 - $206.27 $13.6K - $16.5K
926 $171K
C
Citigroup Inc

Financial Services
-704
- 49.06%
$58.13 - $85.12 $40.9K - $59.9K
731 $62K
PEG
Public Service Enterprise Group Inc

Utilities
-462
- 49.15%
$77.13 - $84.18 $35.6K - $38.9K
478 $40K
MA
Mastercard Inc

Financial Services
-66
- 17.1%
$479.92 - $590.74 $31.7K - $39K
320 $179K
XOM
Exxon Mobil Corp

Energy
-155
- 14.17%
$99.93 - $119.04 $15.5K - $18.5K
939 $101K
CASY
Caseys General Stores Inc

Consumer Cyclical
-62
- 98.41%
$415.82 - $510.91 $25.8K - $31.7K
1 $0
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-171
- 13.25%
$456.74 - $568.03 $78.1K - $97.1K
1.12K $636K
CME
Cme Group Inc.

Financial Services
-106
- 48.4%
$252.37 - $290.71 $26.8K - $30.8K
113 $31K
PEP
Pepsico Inc

Consumer Defensive
-126
- 24.37%
$128.02 - $151.37 $16.1K - $19.1K
391 $51K
UNP
Union Pacific Corp

Industrials
-99
- 82.5%
$208.27 - $238.46 $20.6K - $23.6K
21 $4K
HD
Home Depot, Inc.

Consumer Cyclical
-65
- 18.9%
$335.24 - $380.78 $21.8K - $24.8K
279 $102K
VNQ
Vanguard Specialized Funds Van

ETFs
-196
- 6.86%
$79.79 - $91.42 $15.6K - $17.9K
2.66K $236K
JNJ
Johnson & Johnson

Healthcare
-55
- 8.77%
$146.36 - $159.82 $8.05K - $8.79K
572 $87K
AMGN
Amgen Inc

Healthcare
-43
- 46.74%
$262.28 - $309.85 $11.3K - $13.3K
49 $13K
RWO
Spdr Dow Jones Global Real Est

ETFs
-323
- 96.71%
$38.85 - $45.0 $12.5K - $14.5K
11 $0
NSP
Insperity, Inc.

Industrials
-156
- 98.73%
$58.55 - $89.92 $9.13K - $14K
2 $0
HUBS
Hubspot Inc

Technology
-24
- 77.42%
$487.07 - $672.24 $11.7K - $16.1K
7 $3K
CCI
Crown Castle International Corp

Real Estate
-136
- 69.74%
$94.83 - $107.06 $12.9K - $14.6K
59 $6K
O
Realty Income Corp

Real Estate
-209
- 32.2%
$52.27 - $58.52 $10.9K - $12.2K
440 $25K
HLNE
Hamilton Lane Inc

Financial Services
-68
- 23.69%
$126.65 - $175.49 $8.61K - $11.9K
219 $31K
MDT
Medtronic PLC

Healthcare
-123
- 48.24%
$80.68 - $88.86 $9.92K - $10.9K
132 $11K
VICI
Vici Properties Inc.

Real Estate
-324
- 62.43%
$29.41 - $32.97 $9.53K - $10.7K
195 $6K
CMCSA
Comcast Corp

Communication Services
-212
- 11.21%
$32.84 - $36.72 $6.96K - $7.78K
1.68K $59K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-139
- 18.44%
$63.54 - $68.5 $8.83K - $9.52K
615 $41K
SBUX
Starbucks Corp

Consumer Cyclical
-89
- 31.12%
$79.69 - $99.41 $7.09K - $8.85K
197 $18K
ROP
Roper Technologies Inc

Industrials
-16
- 88.89%
$519.19 - $590.78 $8.31K - $9.45K
2 $1K
BX
Blackstone Inc.

Financial Services
-60
- 39.47%
$120.07 - $151.11 $7.2K - $9.07K
92 $13K
COP
Conocophillips

Energy
-49
- 31.82%
$82.66 - $106.1 $4.05K - $5.2K
105 $9K
BK
Bank Of New York Mellon Corp

Financial Services
-84
- 89.36%
$73.31 - $91.62 $6.16K - $7.7K
10 $0
WAB
Westinghouse Air Brake Technologies Corp

Industrials
-37
- 80.43%
$160.22 - $209.35 $5.93K - $7.75K
9 $1K
PSA
Public Storage

Real Estate
-24
- 80.0%
$266.31 - $309.77 $6.39K - $7.43K
6 $1K
HAL
Halliburton CO

Energy
-174
- 22.42%
$19.26 - $25.7 $3.35K - $4.47K
602 $12K
CFG
Citizens Financial Group Inc

Financial Services
-177
- 37.26%
$34.27 - $44.75 $6.07K - $7.92K
298 $13K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-692
- 26.84%
$7.69 - $11.46 $5.32K - $7.93K
1.89K $21K
MRK
Merck & Co., Inc.

Healthcare
-30
- 7.96%
$73.47 - $87.12 $2.2K - $2.61K
347 $27K
SXI
Standex International Corp

Industrials
-28
- 15.05%
$130.91 - $162.93 $3.67K - $4.56K
158 $24K
DOW
Dow Inc.

Basic Materials
-155
- 49.84%
$25.81 - $34.89 $4K - $5.41K
156 $4K
USB
Us Bancorp \De\

Financial Services
-129
- 55.6%
$36.4 - $45.76 $4.7K - $5.9K
103 $4K
LEN
Lennar Corp

Consumer Cyclical
-38
- 62.3%
$102.76 - $115.66 $3.9K - $4.4K
23 $2K
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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