Cbiz Investment Advisory Services, LLC New Holdings in Q3 2025

Cbiz Investment Advisory Services, LLC

  • $2.55 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
3.9K
New
$20.41 - $20.67 $79.6K - $80.6K
3.9K $80K
AAON
Aaon, Inc.

Industrials
280
New
$72.08 - $94.26 $20.2K - $26.4K
280 $26K
PRDO
Perdoceo Education Corp

Consumer Defensive
658
New
$28.08 - $37.66 $18.5K - $24.8K
658 $24K
KBR
Kbr, Inc.

Industrials
494
New
$45.52 - $51.61 $22.5K - $25.5K
494 $23K
USFR
Wisdomtree Floating Rate Treas

ETFs
455
New
$50.23 - $50.48 $22.9K - $23K
455 $22K
CTRE
Care Trust Reit, Inc.

Real Estate
619
New
$30.29 - $34.8 $18.7K - $21.5K
619 $21K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
164
New
$78.96 - $80.04 $12.9K - $13.1K
164 $13K
USLM
United States Lime & Minerals Inc

Basic Materials
106
New
$99.02 - $131.55 $10.5K - $13.9K
106 $13K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
240
New
$47.75 - $54.24 $11.5K - $13K
240 $12K
AZZ
Azz Inc

Industrials
72
New
$96.74 - $119.54 $6.97K - $8.61K
72 $7K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
137
New
$45.6 - $46.92 $6.25K - $6.43K
137 $6K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
72
New
$84.43 - $97.93 $6.08K - $7.05K
72 $6K
EFV
Msci Eafe Value ETF

ETFs
97
New
$62.79 - $68.42 $6.09K - $6.64K
97 $6K
ASML
Asml Holding Nv

Technology
7
New
$689.63 - $968.09 $4.83K - $6.78K
7 $6K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
54
New
$101.12 - $106.18 $5.46K - $5.73K
54 $5K
NRG
Nrg Energy, Inc.

Utilities
28
New
$144.77 - $173.91 $4.05K - $4.87K
28 $4K
ABM
Abm Industries Inc

Industrials
93
New
$44.78 - $49.66 $4.16K - $4.62K
93 $4K
ALC
Alcon Inc

Healthcare
54
New
$73.24 - $92.22 $3.95K - $4.98K
54 $4K
AZO
Autozone Inc

Consumer Cyclical
1
New
$3649.42 - $4354.54 $3.65K - $4.35K
1 $4K
ESI
Element Solutions Inc

Basic Materials
164
New
$23.13 - $26.99 $3.79K - $4.43K
164 $4K
OZK
Bank Ozk

Financial Services
98
New
$47.4 - $53.14 $4.65K - $5.21K
98 $4K
GL
Globe Life Inc.

Financial Services
28
New
$117.6 - $146.55 $3.29K - $4.1K
28 $4K
FR
First Industrial Realty Trust Inc

Real Estate
61
New
$47.58 - $52.64 $2.9K - $3.21K
61 $3K
IPAR
Inter Parfums Inc

Consumer Defensive
35
New
$98.38 - $138.55 $3.44K - $4.85K
35 $3K
CRWD
Crowd Strike Holdings, Inc.

Technology
8
New
$412.46 - $514.1 $3.3K - $4.11K
8 $3K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
51
New
$45.54 - $48.43 $2.32K - $2.47K
51 $2K
OMC
Omnicom Group Inc.

Communication Services
28
New
$70.41 - $81.53 $1.97K - $2.28K
28 $2K
RMBS
Rambus Inc

Technology
21
New
$62.85 - $107.38 $1.32K - $2.25K
21 $2K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
70
New
$29.41 - $32.05 $2.06K - $2.24K
70 $2K
REG
Regency Centers Corp

Real Estate
34
New
$68.62 - $73.81 $2.33K - $2.51K
34 $2K
CHRD
Oasis Petroleum Inc.

Energy
23
New
$99.37 - $114.13 $2.29K - $2.62K
23 $2K
AYI
Acuity Brands Inc

Industrials
8
New
$287.07 - $344.52 $2.3K - $2.76K
8 $2K
ALLE
Allegion PLC

Industrials
12
New
$145.55 - $179.33 $1.75K - $2.15K
12 $2K
IEMG
Ishares Inc

ETFs
50
New
N/A
50 $2K
MWA
Mueller Water Products, Inc.

Industrials
93
New
$23.94 - $27.39 $2.23K - $2.55K
93 $2K
TWST
Twist Bioscience Corp

Healthcare
70
New
$24.16 - $39.12 $1.69K - $2.74K
70 $1K
SNDR
Schneider National, Inc.

Industrials
49
New
$21.09 - $26.92 $1.03K - $1.32K
49 $1K
INVA
Innoviva, Inc.

Healthcare
76
New
$18.17 - $20.92 $1.38K - $1.59K
76 $1K
RPM
Rpm International Inc

Basic Materials
12
New
$110.07 - $128.23 $1.32K - $1.54K
12 $1K
PRLB
Proto Labs Inc

Industrials
35
New
$38.74 - $51.02 $1.36K - $1.79K
35 $1K
SLGN
Silgan Holdings Inc

Consumer Cyclical
31
New
$41.5 - $56.76 $1.29K - $1.76K
31 $1K
OC
Owens Corning

Industrials
13
New
$136.56 - $157.69 $1.78K - $2.05K
13 $1K
VT
Vanguard Total World Stk Index

ETFs
14
New
$128.41 - $138.03 $1.8K - $1.93K
14 $1K
VEEV
Veeva Systems Inc

Healthcare
4
New
$269.2 - $297.91 $1.08K - $1.19K
4 $1K
VMC
Vulcan Materials CO

Basic Materials
4
New
$260.62 - $307.62 $1.04K - $1.23K
4 $1K
EIG
Employers Holdings, Inc.

Financial Services
32
New
$39.13 - $47.77 $1.25K - $1.53K
32 $1K
H
Hyatt Hotels Corp

Consumer Cyclical
12
New
$135.01 - $152.25 $1.62K - $1.83K
12 $1K
GGG
Graco Inc

Industrials
18
New
$82.58 - $88.81 $1.49K - $1.6K
18 $1K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1
New
$45.72 - $47.27 $45.7 - $47.3
1 $0
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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