Cbiz Investment Advisory Services, LLC Incresed Positions in Q3 2025

Cbiz Investment Advisory Services, LLC

  • $2.55 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.97M
+ 61872.53%
$49.43 - $54.52 $97.6M - $108M
1.98M $107M
VO
Vanguard Mid Cap ETF

ETFs
269K
+ 76.25%
$279.83 - $293.74 $75.2M - $79M
621K $183M
BND
Vanguard Bd Index Fd Inc Total

ETFs
627K
+ 8.97%
$72.57 - $74.72 $45.5M - $46.8M
7.61M $566M
VTV
Vanguard Value ETF

ETFs
19.7K
+ 0.96%
$175.51 - $186.57 $3.46M - $3.68M
2.08M $387M
IVV
Ishares Core S&P 500 ETF

ETFs
41
+ 0.07%
$620.67 - $670.08 $25.4K - $27.5K
59.9K $40.1M
VCIT
Vanguard Intermediate Term Cor

ETFs
25.2K
+ 7.68%
$81.75 - $84.54 $2.06M - $2.13M
353K $29.7M
HYG
Ishares Tr

ETFs
23.9K
+ 6.61%
$79.85 - $81.32 $1.91M - $1.95M
386K $31.4M
NVDA
Nvidia Corp

Technology
4.59K
+ 93.96%
$153.3 - $186.58 $704K - $857K
9.48K $1.77M
JPM
Jpmorgan Chase & CO

Financial Services
2.48K
+ 185.82%
$282.78 - $316.06 $700K - $783K
3.81K $1.2M
GOOGL
Alphabet Inc.

Communication Services
275
+ 8.69%
$174.36 - $254.72 $47.9K - $70K
3.44K $836K
TSLA
Tesla, Inc.

Consumer Cyclical
67
+ 6.24%
$293.94 - $444.72 $19.7K - $29.8K
1.14K $507K
AVGO
Broadcom Inc.

Technology
114
+ 5.46%
$264.74 - $369.57 $30.2K - $42.1K
2.2K $726K
MSFT
Microsoft Corp

Technology
132
+ 5.91%
$491.09 - $535.64 $64.8K - $70.7K
2.37K $1.23M
AMZN
Amazon Com Inc

Consumer Cyclical
399
+ 10.55%
$211.65 - $238.24 $84.4K - $95.1K
4.18K $918K
DVY
Ishares Tr

ETFs
25
+ 0.38%
$133.88 - $142.57 $3.35K - $3.56K
6.65K $945K
ABBV
Abb Vie Inc.

Healthcare
94
+ 10.15%
$184.85 - $231.54 $17.4K - $21.8K
1.02K $236K
PLTR
Palantir Technologies Inc.

Technology
131
+ 24.72%
$130.68 - $186.97 $17.1K - $24.5K
661 $120K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
24
+ 0.53%
$108.46 - $120.63 $2.6K - $2.9K
4.56K $541K
ORCL
Oracle Corp

Technology
28
+ 4.96%
$218.96 - $328.33 $6.13K - $9.19K
593 $166K
JNJ
Johnson & Johnson

Healthcare
113
+ 19.76%
$155.17 - $185.42 $17.5K - $21K
685 $127K
HD
Home Depot, Inc.

Consumer Cyclical
69
+ 24.73%
$357.4 - $423.42 $24.7K - $29.2K
348 $141K
UNH
Unitedhealth Group Inc

Healthcare
92
+ 43.81%
$237.77 - $353.61 $21.9K - $32.5K
302 $104K
META
Meta Platforms, Inc.

Communication Services
53
+ 13.18%
$695.21 - $791.73 $36.8K - $42K
455 $334K
SPYX
Spdr S&P 500 Fossil Fuel Reser

ETFs
20
+ 0.24%
$50.79 - $54.95 $1.02K - $1.1K
8.49K $465K
RTX
Raytheon Technologies Corp

Industrials
93
+ 11.5%
$144.19 - $167.33 $13.4K - $15.6K
902 $150K
IEFA
Ishares Tr

ETFs
75
+ 1.21%
$81.7 - $87.53 $6.13K - $6.56K
6.29K $549K
APH
Amphenol Corp

Technology
38
+ 3.92%
$97.39 - $125.4 $3.7K - $4.77K
1.01K $124K
GOOG
Alphabet Inc.

Communication Services
58
+ 29.0%
$175.16 - $255.24 $10.2K - $14.8K
258 $62K
ETN
Eaton Corp PLC

Industrials
35
+ 5.01%
$342.99 - $392.76 $12K - $13.7K
734 $274K
CVX
Chevron Corp

Energy
100
+ 12.61%
$145.57 - $161.83 $14.6K - $16.2K
893 $138K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
273
+ 24.18%
$68.24 - $73.73 $18.6K - $20.1K
1.4K $102K
APP
App Lovin Corp

Technology
17
+ 58.62%
$335.1 - $718.54 $5.7K - $12.2K
46 $33K
TMO
Thermo Fisher Scientific Inc.

Healthcare
27
+ 30.34%
$404.94 - $499.99 $10.9K - $13.5K
116 $56K
MRK
Merck & Co., Inc.

Healthcare
202
+ 58.21%
$77.6 - $87.37 $15.7K - $17.6K
549 $46K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
171
+ 3.38%
$78.11 - $79.07 $13.4K - $13.5K
5.23K $412K
MO
Altria Group, Inc.

Consumer Defensive
135
+ 16.09%
$57.75 - $67.68 $7.8K - $9.14K
974 $64K
GS
Goldman Sachs Group Inc

Financial Services
8
+ 8.08%
$696.56 - $806.32 $5.57K - $6.45K
107 $85K
VNQ
Vanguard Specialized Funds Van

ETFs
77
+ 2.89%
$88.47 - $93.24 $6.81K - $7.18K
2.74K $250K
AMD
Advanced Micro Devices Inc

Technology
26
+ 5.56%
$134.8 - $184.42 $3.5K - $4.79K
494 $79K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
109
+ 181.67%
$89.32 - $107.82 $9.74K - $11.8K
169 $18K
CAT
Caterpillar Inc

Industrials
9
+ 9.18%
$390.92 - $477.15 $3.52K - $4.29K
107 $51K
XOM
Exxon Mobil Corp

Energy
77
+ 8.2%
$105.83 - $117.22 $8.15K - $9.03K
1.02K $114K
GILD
Gilead Sciences, Inc.

Healthcare
106
+ 92.98%
$108.22 - $120.47 $11.5K - $12.8K
220 $24K
SXI
Standex International Corp

Industrials
9
+ 5.7%
$154.17 - $214.67 $1.39K - $1.93K
167 $35K
VMI
Valmont Industries Inc

Industrials
14
+ 15.38%
$328.58 - $387.73 $4.6K - $5.43K
105 $40K
PEP
Pepsico Inc

Consumer Defensive
55
+ 14.07%
$133.81 - $152.16 $7.36K - $8.37K
446 $62K
WDAY
Workday, Inc.

Technology
49
+ 288.24%
$213.69 - $247.69 $10.5K - $12.1K
66 $15K
NFLX
Netflix Inc

Communication Services
20
+ 20.83%
$1147.87 - $1297.18 $23K - $25.9K
116 $139K
MA
Mastercard Inc

Financial Services
13
+ 4.06%
$550.18 - $598.96 $7.15K - $7.79K
333 $189K
Activity Summary
Buys All Purchases 345 New Holdings 63 Increased Positions 282 Sells All Sells 210 Reductions 209 Sold out 1 Options Calls 0 Puts 0
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