Cbiz Investment Advisory Services, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2 Billion distributed in 478 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 $451M, Vanguard Growth ETF with a value of $352M, Vanguard Value ETF with a value of $333M, Vanguard Ftse All World Ex Us with a value of $319M, and Invesco Qqq Trust, Series 1 with a value of $202M.
Examining the 13F form we can see an increase of $77.9M in the current position value, from $1.93B to 2B.
Also it can be appreciated an additional of 115 stocks purchases and 1 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 Billion
ETFs: $1.95 Billion
Industrials: $39.3 Million
Technology: $6.88 Million
Financial Services: $2.84 Million
Healthcare: $1.78 Million
Consumer Cyclical: $1.45 Million
Communication Services: $1.12 Million
Consumer Defensive: $758,000
Other: $1.24 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
