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
$268B
$17,000 0.0% of portfolio
105
Q3 2025 Reduced 54.35%
Millrose Pptys Inc
-
$0 0.0% of portfolio
-
Q2 2025 Added 1,416.67%
$77.9B
$30,000 0.0% of portfolio
493
Q3 2025 Reduced 19.84%
$43.2B
$11,000 0.0% of portfolio
12
Q3 2025 Added 20.0%
$87.8B
$13,000 0.0% of portfolio
28
Q3 2025 Added 27.27%
$278B
$71,000 0.0% of portfolio
447
Q3 2025 Reduced 16.91%
$9B
$3,000 0.0% of portfolio
16
Q3 2025 Added 1,500.0%
$63.4B
$9,000 0.0% of portfolio
20
Q3 2025 Reduced 47.37%
$37.2B
$34,000 0.0% of portfolio
55
Q3 2025 Reduced 1.79%
$92.7B
$40,000 0.0% of portfolio
157
Q3 2025 Added 3.29%
$90.7B
$15,000 0.0% of portfolio
75
Q3 2025 Added 66.67%
$47.8B
$6,000 0.0% of portfolio
100
Q3 2025 Added 78.57%
$2.16B
$24,000 0.0% of portfolio
615
Q3 2025 Reduced 0.65%
$55.4B
$0 0.0% of portfolio
2
Q3 2025 Reduced 33.33%
$1.48B
$29,000 0.0% of portfolio
455
Q3 2025 Reduced 0.44%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q2 2025 Added 5.5%
$50B
$2,000 0.0% of portfolio
47
Q3 2025 Reduced 4.08%
$20.4B
$1,000 0.0% of portfolio
20
Q3 2025 Added 33.33%
$26.1B
$2,000 0.0% of portfolio
12
Q2 2025 New
$1.94B
$43,000 0.0% of portfolio
497
Q3 2025 Added 17.77%
$30.9B
$3,000 0.0% of portfolio
27
Q3 2025 Added 17.39%
$6.2B
$2,000 0.0% of portfolio
44
Q1 2025 New
$5.96B
$35,000 0.0% of portfolio
137
Q3 2025 Added 12.3%
$31.2B
$1,000 0.0% of portfolio
7
Q3 2025 Added 75.0%
$122B
$75,000 0.0% of portfolio
151
Q3 2025 Reduced 13.71%
$141B
$65,000 0.0% of portfolio
260
Q3 2025 Reduced 8.45%
$6.13B
$22,000 0.0% of portfolio
133
Q3 2025 Reduced 0.75%
$3.63B
$2,000 0.0% of portfolio
93
Q3 2025 New
$5.82B
$25,000 0.0% of portfolio
413
Q3 2025 Reduced 1.9%
$99.2B
$8,000 0.0% of portfolio
195
Q3 2025 Reduced 67.98%
$19B
$17,000 0.0% of portfolio
85
Q3 2025 Reduced 10.53%
$194B
$70,000 0.0% of portfolio
697
Q3 2025 Reduced 4.65%
$25.6B
$15,000 0.0% of portfolio
287
Q3 2025 Reduced 3.69%
$12.8B
$4,000 0.0% of portfolio
38
Q3 2025 Added 40.74%
$308B
$98,000 0.0% of portfolio
1,488
Q3 2025 Reduced 8.88%
$6.38B
$27,000 0.0% of portfolio
599
Q3 2025 Reduced 40.46%
$37.6B
$2,000 0.0% of portfolio
44
Q3 2025 Reduced 40.54%
$65.1B
$13,000 0.0% of portfolio
173
Q3 2025 Added 41.8%
$36B
$6,000 0.0% of portfolio
66
Q3 2025 Reduced 89.92%
$9.78B
$1,000 0.0% of portfolio
27
Q3 2025 Reduced 80.99%
$69.4B
$7,000 0.0% of portfolio
88
Q3 2025 Reduced 45.0%
$65.2B
$33,000 0.0% of portfolio
80
Q3 2025 Added 2.56%
$26.6B
$5,000 0.0% of portfolio
42
Q3 2025 Added 50.0%
$161B
$16,000 0.0% of portfolio
82
Q3 2025 Reduced 8.89%
$21.3B
$7,000 0.0% of portfolio
40
Q3 2025 Reduced 6.98%
$144B
$63,000 0.0% of portfolio
139
Q3 2025 Reduced 0.71%
$37.5B
$9,000 0.0% of portfolio
159
Q3 2025 Added 18.66%
$20.4B
$8,000 0.0% of portfolio
99
Q3 2025 Added 230.0%
$875M
$1,000 0.0% of portfolio
50
Q3 2025 Reduced 64.79%

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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