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
BSJR
Invesco Indx Tr

ETFs
8
+ 1.63%
$22.64 - $22.85 $181 - $183
500 $11K
APO
Apollo Global Management, Inc.

Financial Services
8
+ 14.04%
$131.55 - $156.05 $1.05K - $1.25K
65 $8K
KMI
Kinder Morgan, Inc.

Energy
18
+ 11.84%
$26.23 - $28.5 $472 - $513
170 $4K
EOG
Eog Resources Inc

Energy
8
+ 15.69%
$112.12 - $126.1 $897 - $1.01K
59 $6K
EL
Estee Lauder Companies Inc

Consumer Defensive
5
+ 33.33%
$83.65 - $95.26 $418 - $476
20 $1K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6
+ 1.02%
$91.44 - $91.77 $549 - $551
597 $54K
SSNC
Ss&C Technologies Holdings Inc

Technology
4
+ 10.53%
$81.85 - $90.2 $327 - $361
42 $3K
LSTR
Landstar System Inc

Industrials
21
+ 12.73%
$120.68 - $146.55 $2.53K - $3.08K
186 $22K
CHE
Chemed Corp

Healthcare
5
+ 7.94%
$412.3 - $483.92 $2.06K - $2.42K
68 $30K
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
6
+ 1.22%
$23.03 - $23.12 $138 - $139
496 $11K
PINS
Pinterest, Inc.

Communication Services
23
+ 24.73%
$32.17 - $39.17 $740 - $901
116 $3K
Pimco ETF Tr
7
+ 1.23%
N/A
578 $0
IGLB
Ishares 10+ Year Investment Gr

ETFs
1
+ 1.22%
$48.96 - $52.08 $49 - $52.1
83 $4K
IEF
Ishares Barclays

ETFs
2
+ 0.78%
$93.91 - $97.26 $188 - $195
258 $24K
Ferguson Enterprises Inc
2
+ 11.76%
N/A
19 $0
Blackrock Inc
4
+ 14.29%
N/A
32 $0
Arista Networks Inc
30
+ 10.1%
N/A
327 $0
Atlassian Corporation
7
+ 28.0%
N/A
32 $0
DOV
Dover Corp

Industrials
3
+ 4.92%
$165.59 - $190.9 $497 - $573
64 $10K
ARES
Ares Management Corp

Financial Services
4
+ 3.54%
$159.89 - $192.76 $640 - $771
117 $18K
VDC
Vanguard Consumer Staples ETF

ETFs
1
+ 0.39%
$212.64 - $225.25 $213 - $225
256 $54K
MAR
Marriott International Inc

Consumer Cyclical
5
+ 3.29%
$255.35 - $282.87 $1.28K - $1.41K
157 $40K
TTD
Trade Desk, Inc.

Technology
24
+ 33.33%
$43.93 - $89.76 $1.05K - $2.15K
96 $4K
ET
Energy Transfer LP

Energy
35
+ 1.31%
$17.11 - $18.16 $599 - $636
2.71K $46K
CRM
Salesforce, Inc.

Technology
14
+ 10.53%
$231.66 - $273.65 $3.24K - $3.83K
147 $34K
AIG
American International Group, Inc.

Financial Services
23
+ 4.36%
$76.34 - $85.87 $1.76K - $1.98K
550 $43K
POWI
Power Integrations Inc

Technology
116
+ 26.91%
$39.37 - $59.54 $4.57K - $6.91K
547 $21K
AMT
American Tower Corp

Real Estate
14
+ 6.76%
$192.32 - $232.35 $2.69K - $3.25K
221 $42K
KFRC
Kforce Inc

Industrials
2
+ 0.61%
$29.56 - $46.91 $59.1 - $93.8
331 $9K
KNSL
Kinsale Capital Group, Inc.

Financial Services
1
+ 1.67%
$415.15 - $489.89 $415 - $490
61 $25K
INTU
Intuit Inc

Technology
4
+ 5.56%
$646.03 - $807.39 $2.58K - $3.23K
76 $51K
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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