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
$12.3B
$0 0.0% of portfolio
1
Q2 2025 New
$31B
$0 0.0% of portfolio
8
Q2 2025 New
$37.5B
$6,000 0.0% of portfolio
134
Q2 2025 Added 1,240.0%
$153B
$71,000 0.0% of portfolio
140
Q2 2025 Added 9.38%
$15.3B
$4,000 0.0% of portfolio
156
Q2 2025 Reduced 49.84%
$7.61B
$0 0.0% of portfolio
3
Q2 2025 Added 200.0%
$53.3B
$4,000 0.0% of portfolio
56
Q2 2025 New
$14.1B
$0 0.0% of portfolio
1
Q2 2025 New
$19.7B
$23,000 0.0% of portfolio
208
Q2 2025 New
$17.7B
$1,000 0.0% of portfolio
4
Q2 2025 New
$29.5B
$2,000 0.0% of portfolio
10
Q1 2025 New
$78.6B
$32,000 0.0% of portfolio
247
Q2 2025 Added 7.86%
$49.5B
$2,000 0.0% of portfolio
14
Q2 2025 Added 366.67%
$21.3B
$0 0.0% of portfolio
10
Q2 2025 Reduced 82.46%
$78.8B
$1,000 0.0% of portfolio
6
Q1 2025 New
$25.1B
$9,000 0.0% of portfolio
43
Q2 2025 Added 258.33%
$29.2B
$21,000 0.0% of portfolio
1,886
Q2 2025 Reduced 26.84%
$8.12B
$29,000 0.0% of portfolio
91
Q2 2025 Added 2.25%
$1.04B
$23,000 0.0% of portfolio
1,861
Q2 2025 Added 0.27%
$63.6B
$4,000 0.0% of portfolio
6
Q2 2025 Added 100.0%
$63.8B
$23,000 0.0% of portfolio
231
Q2 2025 Added 104.42%
$32.2B
$9,000 0.0% of portfolio
124
Q2 2025 Added 15.89%
$135B
$4,000 0.0% of portfolio
21
Q2 2025 Reduced 82.5%
$2.64B
$23,000 0.0% of portfolio
127
Q2 2025 Added 1.6%
$893M
$28,000 0.0% of portfolio
1,690
Q2 2025 Added 0.66%
$0
$37,000 0.0% of portfolio
208
Q1 2025 New
$0
$78,000 0.0% of portfolio
1,129
Q1 2025 New
$0
$4,000 0.0% of portfolio
68
Q2 2025 Reduced 8.11%
$10.3B
$4,000 0.0% of portfolio
424
Q1 2025 New
$35.1B
$1,000 0.0% of portfolio
9
Q2 2025 Reduced 80.43%
$3.43B
$15,000 0.0% of portfolio
289
Q2 2025 Added 167.59%
$31.7B
$6,000 0.0% of portfolio
195
Q2 2025 Reduced 62.43%
$0
$48,000 0.0% of portfolio
248
Q1 2025 New
$0
$43,000 0.0% of portfolio
156
Q1 2025 New
$0
$78,000 0.0% of portfolio
1,561
Q1 2025 New
$0
$55,000 0.0% of portfolio
503
Q2 2025 Added 0.6%
$68B
$4,000 0.0% of portfolio
103
Q2 2025 Reduced 55.6%
$7.38B
$2,000 0.0% of portfolio
70
Q2 2025 Added 1.45%
$23.5B
$0 0.0% of portfolio
1
Q2 2025 New
$314B
$87,000 0.0% of portfolio
369
Q2 2025 Added 4.24%
$155B
$48,000 0.0% of portfolio
393
Q2 2025 Added 230.25%
$40.9B
$1,000 0.0% of portfolio
21
Q2 2025 Reduced 40.0%
$95.7B
$29,000 0.0% of portfolio
58
Q2 2025 Added 241.18%
$15.6B
$1,000 0.0% of portfolio
15
Q2 2025 Reduced 48.28%
$142B
$53,000 0.0% of portfolio
136
Q2 2025 Added 106.06%
$17.2B
$0 0.0% of portfolio
4
Q2 2025 New
$40.9B
$2,000 0.0% of portfolio
24
Q2 2025 New
$38.7B
$3,000 0.0% of portfolio
16
Q2 2025 Added 700.0%
$25.9B
$0 0.0% of portfolio
1
Q2 2025 New

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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