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
ALL
Allstate Corp

Financial Services
-23
- 15.03%
$180.53 - $212.64 $4.15K - $4.89K
130 $26K
AME
Ametek Inc

Industrials
-30
- 90.91%
$151.41 - $182.75 $4.54K - $5.48K
3 $0
AVB
Avalonbay Communities Inc

Real Estate
-23
- 85.19%
$187.23 - $215.61 $4.31K - $4.96K
4 $0
OKE
Oneok Inc

Energy
-53
- 89.83%
$78.71 - $100.37 $4.17K - $5.32K
6 $0
AMD
Advanced Micro Devices Inc

Technology
-225
- 32.47%
$78.21 - $143.81 $17.6K - $32.4K
468 $66K
LNG
Cheniere Energy, Inc.

Energy
-20
- 90.91%
$197.25 - $244.33 $3.95K - $4.89K
2 $0
APO
Apollo Global Management, Inc.

Financial Services
-32
- 35.96%
$108.68 - $145.07 $3.48K - $4.64K
57 $8K
FTV
Fortive Corp

Technology
-49
- 61.25%
$52.13 - $74.29 $2.55K - $3.64K
31 $1K
ANSS
Ansys Inc

Technology
-13
- 72.22%
$284.19 - $351.22 $3.69K - $4.57K
5 $1K
DHR
Danaher Corp

Healthcare
-13
- 12.62%
$174.64 - $205.16 $2.27K - $2.67K
90 $17K
LVS
Las Vegas Sands Corp

Consumer Cyclical
-81
- 62.31%
$30.7 - $44.12 $2.49K - $3.57K
49 $2K
GILD
Gilead Sciences, Inc.

Healthcare
-20
- 14.93%
$96.91 - $113.0 $1.94K - $2.26K
114 $12K
FITB
Fifth Third Bancorp

Financial Services
-72
- 39.56%
$33.32 - $41.51 $2.4K - $2.99K
110 $4K
SSNC
Ss&C Technologies Holdings Inc

Technology
-37
- 49.33%
$71.96 - $83.42 $2.66K - $3.09K
38 $3K
SQ
Block, Inc.

Technology
-60
- 72.29%
N/A
23 $1K
EIX
Edison International

Utilities
-47
- 82.46%
$48.32 - $59.92 $2.27K - $2.82K
10 $0
DHI
Horton D R Inc

Consumer Cyclical
-25
- 18.52%
$115.1 - $129.63 $2.88K - $3.24K
110 $14K
SLB
Schlumberger Limited

Energy
-49
- 29.34%
$31.95 - $42.2 $1.57K - $2.07K
118 $3K
PSX
Phillips 66

Energy
-10
- 2.99%
$92.87 - $125.73 $929 - $1.26K
325 $38K
CTSH
Cognizant Technology Solutions Corp

Technology
-35
- 32.11%
$66.47 - $81.81 $2.33K - $2.86K
74 $5K
BURL
Burlington Stores, Inc.

Consumer Cyclical
-7
- 77.78%
$215.78 - $270.12 $1.51K - $1.89K
2 $0
AVTR
Avantor, Inc.

Basic Materials
-116
- 92.8%
$11.94 - $16.29 $1.39K - $1.89K
9 $0
CSX
Csx Corp

Industrials
-227
- 13.42%
$26.69 - $32.91 $6.06K - $7.47K
1.46K $47K
CTRA
Coterra Energy Inc.

Energy
-93
- 54.07%
$22.6 - $29.07 $2.1K - $2.7K
79 $2K
BKR
Baker Hughes CO

Energy
-6
- 2.14%
$35.0 - $44.92 $210 - $270
274 $10K
EQR
Equity Residential

Real Estate
-30
- 78.95%
$61.82 - $71.72 $1.85K - $2.15K
8 $0
HUM
Humana Inc

Healthcare
-5
- 55.56%
$224.93 - $295.04 $1.12K - $1.48K
4 $0
SUI
Sun Communities Inc

Real Estate
-14
- 48.28%
$114.62 - $132.25 $1.6K - $1.85K
15 $1K
TGT
Target Corp

Consumer Defensive
-19
- 90.48%
$88.76 - $105.77 $1.69K - $2.01K
2 $0
MAA
Mid America Apartment Communities Inc.

Real Estate
-7
- 58.33%
$145.91 - $168.0 $1.02K - $1.18K
5 $0
MMM
3 M CO

Industrials
-18
- 14.52%
$126.09 - $154.15 $2.27K - $2.77K
106 $16K
ILMN
Illumina, Inc.

Healthcare
-42
- 26.92%
$70.3 - $95.41 $2.95K - $4.01K
114 $10K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-90
- 75.63%
$20.12 - $21.0 $1.81K - $1.89K
29 $0
VLO
Valero Energy Corp

Energy
-25
- 7.04%
$104.69 - $141.77 $2.62K - $3.54K
330 $44K
GRMN
Garmin LTD

Technology
-10
- 47.62%
$173.63 - $218.07 $1.74K - $2.18K
11 $2K
WMB
Williams Companies, Inc.

Energy
-47
- 19.67%
$54.33 - $62.87 $2.55K - $2.95K
192 $12K
PFG
Principal Financial Group Inc

Financial Services
-23
- 76.67%
$69.56 - $86.19 $1.6K - $1.98K
7 $0
PRU
Prudential Financial Inc

Financial Services
-10
- 8.4%
$95.12 - $112.71 $951 - $1.13K
109 $11K
AMP
Ameriprise Financial Inc

Financial Services
-5
- 41.67%
$422.19 - $533.73 $2.11K - $2.67K
7 $3K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-166
- 37.47%
$10.8 - $16.92 $1.79K - $2.81K
277 $3K
DASH
Door Dash, Inc.

Communication Services
-4
- 33.33%
$163.16 - $246.51 $653 - $986
8 $1K
TROW
Price T Rowe Group Inc

Financial Services
-14
- 13.86%
$80.27 - $98.06 $1.12K - $1.37K
87 $8K
RJF
Raymond James Financial Inc

Financial Services
-9
- 30.0%
$123.65 - $153.88 $1.11K - $1.38K
21 $3K
HBAN
Huntington Bancshares Inc

Financial Services
-81
- 33.47%
$12.49 - $16.76 $1.01K - $1.36K
161 $2K
HSY
Hershey CO

Consumer Defensive
-1
- 0.93%
$151.29 - $173.13 $151 - $173
106 $17K
SYY
Sysco Corp

Consumer Defensive
-14
- 40.0%
$68.0 - $75.91 $952 - $1.06K
21 $1K
LHX
L3 Harris Technologies, Inc.

Industrials
-5
- 62.5%
$200.21 - $256.99 $1K - $1.28K
3 $0
EL
Estee Lauder Companies Inc

Consumer Defensive
-19
- 55.88%
$50.06 - $80.8 $951 - $1.54K
15 $1K
KMX
Carmax Inc

Consumer Cyclical
-12
- 63.16%
$62.27 - $82.77 $747 - $993
7 $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
Track This Portfolio

Track Cbiz Investment Advisory Services, LLC Portfolio

Follow Cbiz Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cbiz Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cbiz Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email