Cbiz Investment Advisory Services, LLC has filed its 13F form on June 03, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.04 Billion distributed in 632 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 $495M, Vanguard Value ETF with a value of $346M, Vanguard Ftse All World Ex Us with a value of $341M, Vanguard Growth ETF with a value of $322M, and Invesco Qqq Trust, Series 1 with a value of $192M.
Examining the 13F form we can see an increase of $1.7B in the current position value, from $345M to 2.04B.
Below you can find more details about Cbiz Investment Advisory Services, LLC portfolio as well as his latest detailed transactions.
