Cbiz Investment Advisory Services, LLC Portfolio Holdings

Cbiz Investment Advisory Services, LLC

  • $2.26 Billion
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.4B
$14,000 0.0% of portfolio
173
Q1 2025 New
$1.88B
$0 0.0% of portfolio
20
Q4 2024 New
$75.3B
$47,000 0.0% of portfolio
1,464
Q2 2025 Reduced 13.42%
$21.1B
$2,000 0.0% of portfolio
36
Q2 2025 New
$85.6B
$26,000 0.0% of portfolio
79
Q2 2025 Added 276.19%
$16.5B
$2,000 0.0% of portfolio
31
Q2 2025 New
$18.3B
$0 0.0% of portfolio
2
Q2 2025 Reduced 77.78%
$9.98B
$0 0.0% of portfolio
2
Q2 2025 New
$99B
$28,000 0.0% of portfolio
609
Q2 2025 Added 4.82%
-
$0 0.0% of portfolio
-
Q2 2025 New
$86B
$10,000 0.0% of portfolio
151
Q2 2025 Added 7.86%
$4.42B
$22,000 0.0% of portfolio
297
Q2 2025 Added 1.71%
$19.1B
$2,000 0.0% of portfolio
79
Q2 2025 Reduced 54.07%
$7.77B
$0 0.0% of portfolio
1
Q2 2025 New
$218B
$38,000 0.0% of portfolio
98
Q2 2025 Added 96.0%
$19.4B
$0 0.0% of portfolio
1
Q2 2025 Reduced 98.41%
$33B
$20,000 0.0% of portfolio
746
Q2 2025 Reduced 4.97%
$8.95B
$0 0.0% of portfolio
7
Q2 2025 Reduced 63.16%
$19.9B
$0 0.0% of portfolio
1
Q2 2025 New
$97B
$24,000 0.0% of portfolio
81
Q2 2025 Added 1,250.0%
$4.49B
$22,000 0.0% of portfolio
404
Q2 2025 Added 18.13%
$150B
$17,000 0.0% of portfolio
90
Q2 2025 Reduced 12.62%
$19B
$12,000 0.0% of portfolio
602
Q2 2025 Reduced 22.42%
$14.2B
$15,000 0.0% of portfolio
556
Q1 2025 New
$2.3B
$0 0.0% of portfolio
3
Q2 2025 New
$44.4B
$11,000 0.0% of portfolio
1,015
Q2 2025 Added 10.81%
$24.9B
$2,000 0.0% of portfolio
65
Q2 2025 New
$79.5B
$10,000 0.0% of portfolio
85
Q2 2025 Added 193.1%
$19.7B
$5,000 0.0% of portfolio
32
Q2 2025 Added 28.0%
$29B
$4,000 0.0% of portfolio
110
Q2 2025 Reduced 39.56%
$0
$16,000 0.0% of portfolio
212
Q1 2025 New
$5.58B
$0 0.0% of portfolio
2
Q2 2025 New
$61.1B
$50,000 0.0% of portfolio
159
Q2 2025 Added 26.19%
$18.1B
$6,000 0.0% of portfolio
17
Q2 2025 New
$48.5B
$2,000 0.0% of portfolio
2
Q2 2025 Added 100.0%
Grail Inc
-
$0 0.0% of portfolio
-
Q1 2025 New
$22B
$17,000 0.0% of portfolio
96
Q2 2025 Added 3,100.0%
$150B
$12,000 0.0% of portfolio
114
Q2 2025 Reduced 14.93%
$19B
$0 0.0% of portfolio
0
Q2 2025 New
$29.2B
$27,000 0.0% of portfolio
529
Q2 2025 Added 11.6%
$306B
$86,000 0.0% of portfolio
338
Q2 2025 Added 10.82%
$86.2B
$9,000 0.0% of portfolio
32
Q2 2025 New
$1.7B
$34,000 0.0% of portfolio
179
Q1 2025 New
$27.8B
$2,000 0.0% of portfolio
68
Q2 2025 New
$33.3B
$3,000 0.0% of portfolio
2
Q2 2025 New
$25B
$11,000 0.0% of portfolio
61
Q2 2025 Added 60.53%
$25.5B
$2,000 0.0% of portfolio
27
Q2 2025 New
$26B
$3,000 0.0% of portfolio
33
Q2 2025 Added 22.22%
$48.7B
$4,000 0.0% of portfolio
26
Q2 2025 Added 766.67%

Summary

  • Portfolio
  • No. of Stocks 742
  • Current Value $2.26 Billion
  • Prior Value $2.04 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 150 stocks
  • Additional Purchases 330 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 135 stocks
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