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 Market Cap. of $2 Billions to $10 Billions
