Cbiz Investment Advisory Services, LLC Reduced Holdings in Q1 2025

Cbiz Investment Advisory Services, LLC

  • $2.04 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.4K
- 89.32%
$551.42 - $612.93 $770K - $856K
167 $93K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-8.71K
- 98.94%
$80.73 - $94.96 $703K - $827K
93 $7K
JPM
Jpmorgan Chase & CO

Financial Services
-1.42K
- 50.93%
$225.19 - $279.95 $319K - $397K
1.37K $335K
DUK
Duke Energy Corp

Utilities
-2.26K
- 97.84%
$105.87 - $121.97 $240K - $276K
50 $6K
PLD
Prologis, Inc.

Real Estate
-1.82K
- 90.85%
$103.59 - $124.04 $188K - $225K
183 $20K
ABBV
Abb Vie Inc.

Healthcare
-833
- 45.3%
$169.2 - $216.66 $141K - $180K
1.01K $210K
ORCL
Oracle Corp

Technology
-1.22K
- 62.83%
$139.81 - $186.47 $170K - $227K
720 $100K
GLD
Spdr Gold Trust

ETFs
-555
- 68.94%
$243.19 - $288.14 $135K - $160K
250 $72K
VGT
Vanguard Information Technolog

ETFs
-200
- 48.78%
$542.38 - $646.34 $108K - $129K
210 $113K
IEFA
Ishares Tr

ETFs
-1.38K
- 17.68%
$69.57 - $78.65 $96K - $109K
6.43K $486K
WELL
Welltower Inc.

Real Estate
-445
- 97.37%
$124.05 - $156.86 $55.2K - $69.8K
12 $1K
UNH
Unitedhealth Group Inc

Healthcare
-117
- 21.39%
$461.52 - $548.18 $54K - $64.1K
430 $225K
KO
Coca Cola CO

Consumer Defensive
-686
- 30.64%
$60.81 - $72.32 $41.7K - $49.6K
1.55K $111K
MRK
Merck & Co., Inc.

Healthcare
-512
- 57.59%
$83.01 - $101.02 $42.5K - $51.7K
377 $33K
WM
Waste Management Inc

Industrials
-165
- 80.1%
$200.54 - $233.78 $33.1K - $38.6K
41 $9K
TT
Trane Technologies PLC

Industrials
-100
- 42.19%
$332.0 - $400.86 $33.2K - $40.1K
137 $46K
MPC
Marathon Petroleum Corp

Energy
-201
- 93.93%
$134.72 - $159.03 $27.1K - $32K
13 $1K
NVDA
Nvidia Corp

Technology
-258
- 5.77%
$106.98 - $149.43 $27.6K - $38.6K
4.21K $456K
VCIT
Vanguard Intermediate Term Cor

ETFs
-304
- 0.1%
$79.17 - $82.04 $24.1K - $24.9K
317K $25.9M
MCK
Mckesson Corp

Healthcare
-35
- 79.55%
$566.21 - $672.99 $19.8K - $23.6K
9 $6K
CBZ
Cbiz, Inc.

Industrials
-272
- 5.84%
$68.46 - $88.65 $18.6K - $24.1K
4.39K $332K
AVGO
Broadcom Inc.

Technology
-130
- 5.27%
$167.43 - $244.7 $21.8K - $31.8K
2.34K $391K
XLK
Technology Sector Spdr

ETFs
-100
- 18.87%
$206.38 - $242.18 $20.6K - $24.2K
430 $88K
NEE
Nextera Energy Inc

Utilities
-240
- 46.15%
$66.96 - $76.16 $16.1K - $18.3K
280 $19K
META
Meta Platforms, Inc.

Communication Services
-25
- 6.13%
$576.36 - $736.67 $14.4K - $18.4K
383 $220K
CME
Cme Group Inc.

Financial Services
-53
- 19.49%
$225.82 - $266.54 $12K - $14.1K
219 $58K
XLF
Financial Sector Spdr

ETFs
-272
- 46.26%
$47.32 - $52.19 $12.9K - $14.2K
316 $15K
GOOGL
Alphabet Inc.

Communication Services
-81
- 2.56%
$154.33 - $206.19 $12.5K - $16.7K
3.09K $477K
ETN
Eaton Corp PLC

Industrials
-39
- 5.09%
$271.83 - $371.23 $10.6K - $14.5K
727 $197K
XOM
Exxon Mobil Corp

Energy
-99
- 8.3%
$105.44 - $118.93 $10.4K - $11.8K
1.09K $130K
CB
Chubb LTD

Financial Services
-31
- 83.78%
$257.71 - $301.99 $7.99K - $9.36K
6 $1K
IR
Ingersoll Rand Inc.

Industrials
-88
- 44.67%
$79.44 - $94.23 $6.99K - $8.29K
109 $8K
VONV
Vanguard Russell 1000 Value Et

ETFs
-64
- 0.3%
$80.21 - $86.14 $5.13K - $5.51K
21K $1.73M
XLE
Energy Sector Spdr

ETFs
-68
- 13.55%
$85.7 - $93.96 $5.83K - $6.39K
434 $40K
V
Visa Inc.

Financial Services
-16
- 5.35%
$306.92 - $362.71 $4.91K - $5.8K
283 $99K
GM
General Motors CO

Consumer Cyclical
-106
- 39.41%
$45.22 - $54.92 $4.79K - $5.82K
163 $7K
CARR
Carrier Global Corp

Industrials
-60
- 72.29%
$62.07 - $70.55 $3.72K - $4.23K
23 $1K
CMCSA
Comcast Corp

Communication Services
-60
- 3.07%
$33.19 - $38.23 $1.99K - $2.29K
1.89K $69K
OTIS
Otis Worldwide Corp

Industrials
-30
- 85.71%
$90.77 - $104.01 $2.72K - $3.12K
5 $0
VTRS
Viatris Inc

Healthcare
-55
- 15.76%
$8.68 - $12.42 $477 - $683
294 $2K
CTVA
Corteva, Inc.

Basic Materials
-12
- 9.92%
$55.94 - $66.15 $671 - $794
109 $6K
XES
Spdr Ser Tr Spdr S&P Oil & Gas

ETFs
-4
- 50.0%
$67.16 - $87.51 $269 - $350
4 $0
T
At&T Inc.

Communication Services
-5
- 0.13%
$21.56 - $28.28 $108 - $141
3.98K $112K
CHTR
Charter Communications, Inc.

Communication Services
-1
- 6.67%
$334.89 - $384.77 $335 - $385
14 $5K
Blackrock Inc
-25
- 69.44%
N/A
11 $0
Ge Healthcare Technologies I
-12
- 18.18%
N/A
54 $0
Ge Vernova Inc
-9
- 16.36%
N/A
46 $0
VZ
Verizon Communications Inc

Communication Services
-2
- 0.08%
$37.81 - $46.49 $75.6 - $93
2.5K $113K
OGN
Organon & Co.

Healthcare
-30
- 75.0%
$14.29 - $16.41 $429 - $492
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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