Cbiz Investment Advisory Services, LLC Portfolio Holdings

Cbiz Investment Advisory Services, LLC

  • $2.55 Billion
  • Q3 2025

Cbiz Investment Advisory Services, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.55 Billion distributed in 668 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 $566M, Vanguard Growth ETF with a value of $397M, Vanguard Value ETF with a value of $387M, Vanguard Ftse All World Ex Us with a value of $381M, and Invesco Qqq Trust, Series 1 with a value of $253M.

Examining the 13F form we can see an increase of $296M in the current position value, from $2.26B to 2.55B. Also it can be appreciated an additional of 63 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 $2.55 Billion
ETFs: $2.49 Billion
Industrials: $40.5 Million
Technology: $9.34 Million
Financial Services: $4.6 Million
Consumer Cyclical: $2.29 Million
Communication Services: $1.96 Million
Healthcare: $1.88 Million
Consumer Defensive: $1.09 Million
Other: $1.43 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$13.8B
$1,000 0.0% of portfolio
12
Q3 2025 New
$10.5B
$2,000 0.0% of portfolio
21
Q3 2025 New
Ralliant Corp
-
$0 0.0% of portfolio
-
Q3 2025 Added 10.0%
$34.1B
$3,000 0.0% of portfolio
22
Q3 2025 Added 4.76%
$35.1B
$9,000 0.0% of portfolio
154
Q3 2025 Reduced 65.0%
$11.9B
$2,000 0.0% of portfolio
34
Q3 2025 New
$15.9B
$5,000 0.0% of portfolio
19
Q3 2025 Added 1,800.0%
$66.3B
$91,000 0.0% of portfolio
400
Q3 2025 Reduced 0.74%
$35.8B
$1,000 0.0% of portfolio
4
Q2 2025 Added 100.0%
$102B
$18,000 0.0% of portfolio
130
Q3 2025 Added 11.11%
$55.8B
$14,000 0.0% of portfolio
108
Q2 2025 Added 66.15%
$43.5B
$7,000 0.0% of portfolio
21
Q3 2025 Added 50.0%
$28.7B
$1,000 0.0% of portfolio
28
Q3 2025 Added 47.37%
$55.7B
$6,000 0.0% of portfolio
43
Q3 2025 Reduced 35.82%
$15.7B
$1,000 0.0% of portfolio
15
Q2 2025 Reduced 48.28%

Summary

  • Portfolio
  • No. of Stocks 668
  • Current Value $2.55 Billion
  • Prior Value $2.26 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 63 stocks
  • Additional Purchases 282 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 209 stocks
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