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
BBY
Best Buy CO Inc

Consumer Cyclical
-7
- 24.14%
$56.17 - $75.73 $393 - $530
22 $1K
CHTR
Charter Communications, Inc.

Communication Services
-2
- 14.29%
$321.68 - $427.25 $643 - $855
12 $4K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-2
- 28.57%
$91.23 - $97.27 $182 - $195
5 $0
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-26
- 0.51%
$77.74 - $78.78 $2.02K - $2.05K
5.06K $397K
MNST
Monster Beverage Corp

Consumer Defensive
-14
- 46.67%
$55.01 - $64.24 $770 - $899
16 $1K
MET
Metlife Inc

Financial Services
-6
- 4.96%
$68.42 - $82.49 $411 - $495
115 $9K
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
-6
- 8.11%
$52.84 - $65.52 $317 - $393
68 $4K
Labcorp Holdings Inc
-2
- 50.0%
N/A
2 $0
MTB
M&T Bank Corp

Financial Services
-2
- 7.41%
$156.58 - $193.99 $313 - $388
25 $4K
Kenvue Inc
-219
- 75.78%
N/A
70 $0
MDB
Mongo Db, Inc.

Technology
-1
- 5.0%
$145.85 - $225.38 $146 - $225
19 $3K
Veralto Corp
-25
- 65.79%
N/A
13 $0
IR
Ingersoll Rand Inc.

Industrials
-5
- 4.59%
$66.75 - $84.94 $334 - $425
104 $8K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-205
- 4.32%
$90.56 - $109.49 $18.6K - $22.4K
4.54K $495K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-14
- 30.43%
$57.14 - $72.68 $800 - $1.02K
32 $2K
WFC
Wells Fargo & Company

Financial Services
-25
- 6.63%
$60.98 - $80.12 $1.52K - $2K
352 $28K
BSX
Boston Scientific Corp

Healthcare
-169
- 5.49%
$89.7 - $107.41 $15.2K - $18.2K
2.91K $312K
COIN
Coinbase Global, Inc.

Technology
-3
- 17.65%
$151.47 - $375.07 $454 - $1.13K
14 $4K
CCL
Carnival Corp

Consumer Cyclical
-39
- 4.97%
$16.43 - $28.12 $641 - $1.1K
746 $20K
RTX
Raytheon Technologies Corp

Industrials
-48
- 5.6%
$113.75 - $148.48 $5.46K - $7.13K
809 $118K
BWXT
Bwx Technologies, Inc.

Industrials
-52
- 19.4%
$89.24 - $144.06 $4.64K - $7.49K
216 $31K
EHC
Encompass Health Corp

Healthcare
-42
- 9.31%
$96.12 - $122.63 $4.04K - $5.15K
409 $50K
APH
Amphenol Corp

Technology
-354
- 26.74%
$59.09 - $98.75 $20.9K - $35K
970 $95K
ORCL
Oracle Corp

Technology
-155
- 21.53%
$122.82 - $218.63 $19K - $33.9K
565 $123K
IEFA
Ishares Tr

ETFs
-211
- 3.28%
$67.83 - $84.09 $14.3K - $17.7K
6.21K $518K
JPM
Jpmorgan Chase & CO

Financial Services
-33
- 2.42%
$210.28 - $289.91 $6.94K - $9.57K
1.33K $386K
ETN
Eaton Corp PLC

Industrials
-28
- 3.85%
$246.52 - $356.99 $6.9K - $10K
699 $249K
AVGO
Broadcom Inc.

Technology
-248
- 10.62%
$146.29 - $275.65 $36.3K - $68.4K
2.09K $575K
VEA
Vanguard Ftse Developed Market

ETFs
-16.8K
- 8.77%
$45.65 - $57.01 $766K - $956K
175K $9.95M
VTI
Vanguard Total Stock Market Et

ETFs
-1.67K
- 6.49%
$243.75 - $303.93 $408K - $508K
24.1K $7.33M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.39K
- 4.27%
$50.08 - $63.14 $120K - $151K
53.6K $3.38M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-122
- 0.05%
$152.93 - $181.74 $18.7K - $22.2K
266K $48.4M
TDG
Trans Digm Group Inc

Industrials
-242
- 0.82%
$1231.75 - $1520.64 $298K - $368K
29.1K $44.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
-118K
- 2.1%
$54.19 - $67.22 $6.41M - $7.95M
5.51M $370M
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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