Cbiz Investment Advisory Services, LLC Reduced Holdings in Q3 2025

Cbiz Investment Advisory Services, LLC

  • $2.55 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-52.9K
- 19.88%
$181.56 - $190.33 $9.61M - $10.1M
213K $40.5M
TDG
Trans Digm Group Inc

Industrials
-55
- 0.19%
$1271.04 - $1620.83 $69.9K - $89.1K
29K $38.3M
VTI
Vanguard Total Stock Market Et

ETFs
-4.03K
- 16.69%
$303.93 - $329.86 $1.22M - $1.33M
20.1K $6.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-574
- 51.25%
$567.77 - $614.76 $326K - $353K
546 $334K
BSX
Boston Scientific Corp

Healthcare
-986
- 33.92%
$97.03 - $108.14 $95.7K - $107K
1.92K $187K
CEG
Constellation Energy Corp

Utilities
-217
- 81.58%
$298.82 - $354.89 $64.8K - $77K
49 $16K
ED
Consolidated Edison Inc

Utilities
-589
- 89.92%
$95.57 - $105.36 $56.3K - $62.1K
66 $6K
VONE
Vanguard Russell 1000 ETF

ETFs
-1.49K
- 7.8%
$280.68 - $303.97 $417K - $452K
17.6K $5.31M
EXC
Exelon Corp

Utilities
-875
- 67.57%
$42.73 - $45.54 $37.4K - $39.8K
420 $18K
PSX
Phillips 66

Energy
-316
- 97.23%
$118.37 - $139.46 $37.4K - $44.1K
9 $1K
CMCSA
Comcast Corp

Communication Services
-866
- 51.55%
$31.41 - $36.33 $27.2K - $31.5K
814 $25K
CSCO
Cisco Systems, Inc.

Technology
-461
- 39.81%
$66.2 - $71.79 $30.5K - $33.1K
697 $47K
NOW
Service Now, Inc.

Technology
-30
- 54.55%
$850.86 - $1044.69 $25.5K - $31.3K
25 $23K
AFL
Aflac Inc

Financial Services
-314
- 79.9%
$98.09 - $111.7 $30.8K - $35.1K
79 $8K
MRNA
Moderna, Inc.

Healthcare
-1.1K
- 90.83%
$23.51 - $34.67 $25.9K - $38.1K
111 $2K
ADBE
Adobe Inc.

Technology
-18
- 2.9%
$333.65 - $392.1 $6.01K - $7.06K
603 $212K
DIS
Walt Disney CO

Communication Services
-135
- 10.56%
$112.25 - $124.0 $15.2K - $16.7K
1.14K $130K
SO
Southern CO

Utilities
-292
- 59.11%
$90.83 - $96.0 $26.5K - $28K
202 $19K
IBM
International Business Machines Corp

Technology
-70
- 19.61%
$234.77 - $292.47 $16.4K - $20.5K
287 $80K
TFC
Truist Financial Corp

Financial Services
-531
- 68.08%
$42.83 - $47.07 $22.7K - $25K
249 $11K
PM
Philip Morris International Inc.

Consumer Defensive
-89
- 25.95%
$157.77 - $183.27 $14K - $16.3K
254 $41K
GE
General Electric CO

Industrials
-120
- 35.5%
$244.75 - $305.63 $29.4K - $36.7K
218 $65K
BWXT
Bwx Technologies, Inc.

Industrials
-156
- 72.22%
$136.45 - $184.37 $21.3K - $28.8K
60 $11K
BMY
Bristol Myers Squibb CO

Healthcare
-414
- 67.98%
$43.31 - $48.98 $17.9K - $20.3K
195 $8K
UPS
United Parcel Service Inc

Industrials
-187
- 80.95%
$82.58 - $105.54 $15.4K - $19.7K
44 $3K
TMUS
T Mobile Us, Inc.

Communication Services
-81
- 21.95%
$226.02 - $259.01 $18.3K - $21K
288 $68K
ISRG
Intuitive Surgical Inc

Healthcare
-18
- 15.79%
$433.66 - $544.47 $7.81K - $9.8K
96 $42K
CI
Cigna Corp

Healthcare
-51
- 64.56%
$262.23 - $334.39 $13.4K - $17.1K
28 $8K
BAC
Bank Of America Corp

Financial Services
-851
- 14.12%
$44.92 - $52.42 $38.2K - $44.6K
5.18K $267K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-34
- 66.67%
$534.91 - $598.71 $18.2K - $20.4K
17 $9K
KO
Coca Cola CO

Consumer Defensive
-145
- 8.88%
$65.67 - $71.67 $9.52K - $10.4K
1.49K $98K
HON
Honeywell International Inc

Industrials
-24
- 4.37%
$207.7 - $240.4 $4.98K - $5.77K
525 $110K
ACN
Accenture PLC

Technology
-41
- 29.5%
$232.56 - $304.78 $9.53K - $12.5K
98 $24K
O
Realty Income Corp

Real Estate
-286
- 65.0%
$56.13 - $60.79 $16.1K - $17.4K
154 $9K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-34
- 68.0%
$366.54 - $479.53 $12.5K - $16.3K
16 $6K
PFE
Pfizer Inc

Healthcare
-744
- 32.89%
$23.29 - $25.88 $17.3K - $19.3K
1.52K $38K
GDDY
Go Daddy Inc.

Technology
-82
- 85.42%
$133.35 - $178.59 $10.9K - $14.6K
14 $1K
HSY
Hershey CO

Consumer Defensive
-92
- 86.79%
$161.95 - $193.45 $14.9K - $17.8K
14 $2K
COST
Costco Wholesale Corp

Consumer Defensive
-3
- 1.7%
$915.95 - $994.57 $2.75K - $2.98K
173 $160K
AJG
Arthur J. Gallagher & Co.

Financial Services
-40
- 25.16%
$284.17 - $319.49 $11.4K - $12.8K
119 $36K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-2
- 20.0%
$5364.25 - $5815.92 $10.7K - $11.6K
8 $43K
SPY
Spdr S&P 500 ETF Trust

ETFs
-33
- 19.53%
$617.65 - $666.84 $20.4K - $22K
136 $90K
MSTR
Microstrategy Inc

Technology
-24
- 38.71%
$300.7 - $455.9 $7.22K - $10.9K
38 $12K
LLY
Eli Lilly & CO

Healthcare
-5
- 0.95%
$625.65 - $812.69 $3.13K - $4.06K
521 $397K
VDE
Vanguard Energy ETF

ETFs
-136
- 16.35%
$118.37 - $129.65 $16.1K - $17.6K
696 $87K
ELV
Elevance Health, Inc.

Healthcare
-16
- 17.78%
$274.66 - $395.76 $4.39K - $6.33K
74 $23K
UMH
Umh Properties, Inc.

Real Estate
-583
- 34.5%
$14.69 - $17.34 $8.56K - $10.1K
1.11K $16K
TJX
Tjx Companies Inc

Consumer Cyclical
-134
- 34.1%
$121.35 - $144.54 $16.3K - $19.4K
259 $37K
EQIX
Equinix Inc

Real Estate
-13
- 28.26%
$756.7 - $811.13 $9.84K - $10.5K
33 $25K
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
Track This Portfolio

Track Cbiz Investment Advisory Services, LLC Portfolio

Follow Cbiz Investment Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cbiz Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cbiz Investment Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email