Cbiz Investment Advisory Services, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.26 Billion distributed in 742 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $514M, Vanguard Growth ETF with a value of $396M, Vanguard Ftse All World Ex Us with a value of $370M, Vanguard Value ETF with a value of $363M, and Invesco Qqq Trust, Series 1 with a value of $233M.
Examining the 13F form we can see an increase of $216M in the current position value, from $2.04B to 2.26B.
Also it can be appreciated an additional of 150 stocks purchases and 2 closed positions.
Below you can find more details about Cbiz Investment Advisory Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.26 Billion
ETFs: $2.19 Billion
Industrials: $46.5 Million
Technology: $8.17 Million
Financial Services: $3.58 Million
Healthcare: $2.08 Million
Consumer Cyclical: $1.95 Million
Communication Services: $1.66 Million
Consumer Defensive: $1.08 Million
Other: $1.65 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
