Cbiz Investment Advisory Services, LLC Portfolio Holdings
Cbiz Investment Advisory Services, LLC
- $345 Million
- Q1 2025
Cbiz Investment Advisory Services, LLC has filed its 13F form on May 05, 2025 for Q1 2025 where it was disclosed a total value porftolio of $345 Million distributed in 377 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $192M, Invesco S&P 500 Equal Weight E with a value of $46.2M, Ishares Core S&P 500 ETF with a value of $26M, Vanguard Intermediate Term Cor with a value of $25.9M, and Vanguard Bd Index Fd Inc Total with a value of $14.3M.
Examining the 13F form we can see an decrease of $1.66B in the current position value, from $2B to 345M. Also it can be appreciated an additional of 133 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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 377
- Current Value $345 Million
- Prior Value $2 Billion
- Filing
- Period Q1 2025
- Filing Date May 05, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 133 stocks
- Additional Purchases 118 stocks
- Sold out of 1 stocks
- Reduced holdings in 52 stocks