CBIZ Investment Advisory Services
Latest statistics and disclosures from CBIZ Investment Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BND, VUG, VTV, VEU, QQQ, and represent 77.69% of CBIZ Investment Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: VWO (+$107M), VO (+$79M), BND (+$47M), VTV, VCIT, HYG, NVDA, JPM, BRK.B, AMZN.
- Started 60 new stock positions in SNDR, VEEV, GLIBK, IETC, KBR, IEMG, CTRE, MKC, FR, MWA.
- Reduced shares in these 10 stocks: VUG (-$37M), VEU (-$12M), RSP (-$10M), VTI, VB, AAPL, VONE, VOO, QQQ, SAP.
- Sold out of its positions in ANIP, AIN, ALB, AA, ALGN, AMRN, AMRX, ANSS, AROC, ARW.
- CBIZ Investment Advisory Services was a net buyer of stock by $178M.
- CBIZ Investment Advisory Services has $2.6B in assets under management (AUM), dropping by 13.09%.
- Central Index Key (CIK): 0001795934
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Portfolio Holdings for CBIZ Investment Advisory Services
CBIZ Investment Advisory Services holds 665 positions in its portfolio as reported in the September 2025 quarterly 13F filing
CBIZ Investment Advisory Services has 665 total positions. Only the first 250 positions are shown.
- Sign up to view all of the CBIZ Investment Advisory Services Sept. 30, 2025 positions
- Download the CBIZ Investment Advisory Services September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 22.2 | $566M | +8% | 7.6M | 74.37 |
|
| Vanguard Index Fds Growth Etf (VUG) | 15.5 | $397M | -8% | 828k | 479.64 |
|
| Vanguard Index Fds Value Etf (VTV) | 15.2 | $387M | 2.1M | 186.53 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 14.9 | $381M | -3% | 5.3M | 71.37 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 9.9 | $253M | 421k | 600.51 |
|
|
| Vanguard Index Fds Mid Cap Etf (VO) | 7.1 | $183M | +76% | 621k | 293.78 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.2 | $107M | +61872% | 2.0M | 54.17 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.6 | $41M | -19% | 214k | 189.70 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.6 | $40M | 60k | 669.29 |
|
|
| TransDigm Group Incorporated (TDG) | 1.5 | $38M | 29k | 1318.02 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.3 | $33M | -3% | 131k | 254.34 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.2 | $31M | +6% | 386k | 81.19 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.2 | $30M | +7% | 353k | 84.11 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $10M | 174k | 59.92 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $6.6M | -16% | 20k | 329.03 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.2 | $5.3M | -7% | 18k | 302.35 |
|
| Apple (AAPL) | 0.1 | $3.7M | -18% | 15k | 254.62 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.1 | $3.5M | -2% | 52k | 67.51 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $2.8M | 16k | 174.58 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.1M | 32k | 65.26 |
|
|
| NVIDIA Corporation (NVDA) | 0.1 | $1.8M | +93% | 9.5k | 186.58 |
|
| Microsoft Corporation (MSFT) | 0.0 | $1.2M | +5% | 2.4k | 517.90 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $1.2M | +185% | 3.8k | 315.40 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $1.1M | 12k | 89.37 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $1.0M | +19% | 2.1k | 502.74 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $1.0M | -8% | 2.2k | 468.41 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $945k | 6.7k | 142.09 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $937k | 8.4k | 111.48 |
|
|
| Amazon (AMZN) | 0.0 | $918k | +10% | 4.2k | 219.57 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $837k | +8% | 3.4k | 243.11 |
|
| Broadcom (AVGO) | 0.0 | $726k | +5% | 2.2k | 329.84 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $577k | 6.2k | 93.37 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $549k | 6.3k | 87.30 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $542k | 4.6k | 118.84 |
|
|
| Tesla Motors (TSLA) | 0.0 | $507k | +6% | 1.1k | 444.72 |
|
| Spdr Series Trust Spdr S&p 500 Etf (SPYX) | 0.0 | $466k | 8.5k | 54.85 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $412k | +3% | 5.2k | 78.91 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $398k | 521.00 | 763.39 |
|
|
| Wal-Mart Stores (WMT) | 0.0 | $366k | -2% | 3.6k | 103.05 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $335k | -51% | 546.00 | 613.67 |
|
| Meta Platforms Cl A (META) | 0.0 | $334k | +13% | 455.00 | 734.38 |
|
| Spdr Series Trust S&p Divid Etf (SDY) | 0.0 | $277k | 2.0k | 140.05 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $275k | +5% | 734.00 | 374.07 |
|
| Parke Ban (PKBK) | 0.0 | $271k | 13k | 21.55 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $267k | -14% | 5.2k | 51.59 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $250k | +2% | 2.7k | 91.40 |
|
| Cibc Cad (CM) | 0.0 | $245k | 3.1k | 79.89 |
|
|
| Abbvie (ABBV) | 0.0 | $236k | +10% | 1.0k | 231.46 |
|
| Cbiz (CBZ) | 0.0 | $235k | 4.4k | 52.96 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $213k | -2% | 603.00 | 352.75 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $189k | +4% | 333.00 | 568.19 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $188k | -33% | 1.9k | 97.63 |
|
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $186k | 4.1k | 45.21 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $173k | 8.4k | 20.69 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $167k | +4% | 593.00 | 281.27 |
|
| Costco Wholesale Corporation (COST) | 0.0 | $160k | 173.00 | 924.73 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $157k | 1.2k | 134.15 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $157k | 210.00 | 746.91 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $151k | +11% | 902.00 | 167.25 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $144k | 5.5k | 26.34 |
|
|
| Home Depot (HD) | 0.0 | $141k | +24% | 348.00 | 405.51 |
|
| Netflix (NFLX) | 0.0 | $139k | +20% | 116.00 | 1198.92 |
|
| Chevron Corporation (CVX) | 0.0 | $139k | +12% | 893.00 | 155.21 |
|
| Visa Com Cl A (V) | 0.0 | $137k | +5% | 402.00 | 341.55 |
|
| Walt Disney Company (DIS) | 0.0 | $131k | -10% | 1.1k | 114.46 |
|
| Johnson & Johnson (JNJ) | 0.0 | $127k | +19% | 685.00 | 185.31 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $125k | +3% | 1.0k | 123.93 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $123k | 1.2k | 99.95 |
|
|
| Verizon Communications (VZ) | 0.0 | $122k | +3% | 2.8k | 43.95 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $121k | 430.00 | 281.86 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $121k | +24% | 661.00 | 182.42 |
|
| Illinois Tool Works (ITW) | 0.0 | $116k | 443.00 | 262.56 |
|
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $115k | 4.4k | 26.30 |
|
|
| Exxon Mobil Corporation (XOM) | 0.0 | $115k | +8% | 1.0k | 112.75 |
|
| McDonald's Corporation (MCD) | 0.0 | $114k | -8% | 376.00 | 303.86 |
|
| At&t (T) | 0.0 | $112k | -5% | 4.0k | 28.24 |
|
| Honeywell International (HON) | 0.0 | $110k | -4% | 525.00 | 210.34 |
|
| UnitedHealth (UNH) | 0.0 | $104k | +43% | 302.00 | 344.79 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $103k | +24% | 1.4k | 73.46 |
|
| Kla Corp Com New (KLAC) | 0.0 | $102k | 94.00 | 1081.28 |
|
|
| Coca-Cola Company (KO) | 0.0 | $99k | -8% | 1.5k | 66.80 |
|
| Kemper Corp Del (KMPR) | 0.0 | $93k | 1.8k | 51.55 |
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| Republic Services (RSG) | 0.0 | $92k | 400.00 | 229.48 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $91k | -19% | 136.00 | 667.35 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $89k | 250.00 | 355.47 |
|
|
| Vanguard World Energy Etf (VDE) | 0.0 | $88k | -16% | 696.00 | 125.94 |
|
| Goldman Sachs (GS) | 0.0 | $85k | +8% | 107.00 | 796.35 |
|
| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $82k | 4.2k | 19.71 |
|
|
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $82k | 4.2k | 19.56 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $81k | 1.8k | 45.42 |
|
|
| International Business Machines (IBM) | 0.0 | $81k | -19% | 287.00 | 281.98 |
|
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.0 | $80k | NEW | 3.9k | 20.57 |
|
| Advanced Micro Devices (AMD) | 0.0 | $80k | +5% | 494.00 | 161.79 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $79k | 1.6k | 50.63 |
|
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $78k | 2.5k | 31.16 |
|
|
| Lockheed Martin Corporation (LMT) | 0.0 | $76k | -13% | 151.00 | 500.40 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $73k | 500.00 | 145.65 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $71k | -16% | 447.00 | 158.96 |
|
| Citigroup Com New (C) | 0.0 | $71k | -4% | 697.00 | 101.50 |
|
| Metropcs Communications (TMUS) | 0.0 | $69k | -21% | 288.00 | 239.22 |
|
| Abbott Laboratories (ABT) | 0.0 | $68k | -8% | 510.00 | 134.02 |
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| Ge Aerospace Com New (GE) | 0.0 | $66k | -35% | 218.00 | 301.18 |
|
| Vanguard World Utilities Etf (VPU) | 0.0 | $65k | 345.00 | 189.55 |
|
|
| Lowe's Companies (LOW) | 0.0 | $65k | -8% | 260.00 | 251.08 |
|
| Altria (MO) | 0.0 | $65k | +16% | 974.00 | 66.35 |
|
| Procter & Gamble Company (PG) | 0.0 | $64k | -6% | 417.00 | 153.54 |
|
| Deere & Company (DE) | 0.0 | $64k | 139.00 | 458.02 |
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| Qualcomm (QCOM) | 0.0 | $63k | -6% | 380.00 | 166.34 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $63k | +29% | 258.00 | 243.55 |
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| Pepsi (PEP) | 0.0 | $63k | +14% | 446.00 | 140.45 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $61k | 329.00 | 183.78 |
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| Ensign (ENSG) | 0.0 | $60k | 349.00 | 173.02 |
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| Uber Technologies (UBER) | 0.0 | $60k | 614.00 | 97.97 |
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| Stryker Corporation (SYK) | 0.0 | $60k | +19% | 162.00 | 370.80 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $60k | 503.00 | 118.44 |
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| Trane Technologies SHS (TT) | 0.0 | $59k | 139.00 | 421.45 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $56k | +30% | 116.00 | 485.50 |
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| Encompass Health Corp (EHC) | 0.0 | $56k | +7% | 439.00 | 126.97 |
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| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.0 | $55k | 597.00 | 91.81 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $55k | 256.00 | 213.80 |
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| S&p Global (SPGI) | 0.0 | $54k | +13% | 110.00 | 486.99 |
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| Valero Energy Corporation (VLO) | 0.0 | $54k | -4% | 314.00 | 170.23 |
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| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.0 | $53k | 1.1k | 48.14 |
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| CSX Corporation (CSX) | 0.0 | $52k | 1.5k | 35.50 |
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| Intuit (INTU) | 0.0 | $52k | +5% | 76.00 | 682.91 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $52k | 248.00 | 208.71 |
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| Caterpillar (CAT) | 0.0 | $51k | +9% | 107.00 | 477.15 |
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| Ge Vernova (GEV) | 0.0 | $51k | -20% | 83.00 | 614.90 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $49k | +3% | 508.00 | 95.41 |
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| Sherwin-Williams Company (SHW) | 0.0 | $48k | +11% | 139.00 | 346.26 |
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| Cisco Systems (CSCO) | 0.0 | $48k | -39% | 697.00 | 68.42 |
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| Arista Networks Com Shs (ANET) | 0.0 | $48k | +10% | 327.00 | 145.71 |
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| Capital One Financial (COF) | 0.0 | $47k | -14% | 221.00 | 212.58 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $47k | 2.7k | 17.16 |
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|
| Merck & Co (MRK) | 0.0 | $47k | +58% | 549.00 | 84.67 |
|
| Spdr Series Trust Prtflo S&p500 Hi (SPYD) | 0.0 | $46k | 1.1k | 44.02 |
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|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $46k | 156.00 | 297.62 |
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| Napco Security Systems (NSSC) | 0.0 | $45k | 1.0k | 43.09 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $45k | 208.00 | 215.79 |
|
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $44k | 1.6k | 27.90 |
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|
| Houlihan Lokey Cl A (HLI) | 0.0 | $44k | 215.00 | 205.32 |
|
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $44k | 990.00 | 44.48 |
|
|
| LeMaitre Vascular (LMAT) | 0.0 | $44k | +17% | 497.00 | 87.43 |
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| American Intl Group Com New (AIG) | 0.0 | $43k | +4% | 550.00 | 78.58 |
|
| Booking Holdings (BKNG) | 0.0 | $43k | -20% | 8.00 | 5399.25 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $43k | -15% | 96.00 | 447.23 |
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| American Tower Reit (AMT) | 0.0 | $43k | +6% | 221.00 | 193.89 |
|
| Philip Morris International (PM) | 0.0 | $41k | -25% | 254.00 | 162.16 |
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| Marriott Intl Cl A (MAR) | 0.0 | $41k | +3% | 157.00 | 260.44 |
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| Valmont Industries (VMI) | 0.0 | $41k | +15% | 105.00 | 386.64 |
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| Welltower Inc Com reit (WELL) | 0.0 | $40k | +6% | 226.00 | 178.14 |
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| Public Service Enterprise (PEG) | 0.0 | $40k | 478.00 | 83.48 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $39k | 434.00 | 89.34 |
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| Pfizer (PFE) | 0.0 | $39k | -32% | 1.5k | 25.48 |
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| Hamilton Lane Cl A (HLNE) | 0.0 | $39k | +30% | 285.00 | 135.15 |
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| Home BancShares (HOMB) | 0.0 | $38k | +15% | 1.3k | 28.29 |
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| Progressive Corporation (PGR) | 0.0 | $38k | -15% | 153.00 | 247.56 |
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| Nexstar Media Group Common Stock (NXST) | 0.0 | $38k | +16% | 189.00 | 198.17 |
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| TJX Companies (TJX) | 0.0 | $37k | -34% | 259.00 | 144.54 |
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| Blackrock (BLK) | 0.0 | $37k | +14% | 32.00 | 1165.88 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $37k | 1.9k | 19.53 |
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| Tetra Tech (TTEK) | 0.0 | $37k | +12% | 1.1k | 33.39 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $37k | -25% | 119.00 | 308.58 |
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| Emerson Electric (EMR) | 0.0 | $37k | +12% | 278.00 | 131.26 |
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| Te Connectivity Ord Shs (TEL) | 0.0 | $36k | +18% | 166.00 | 219.53 |
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| Palo Alto Networks (PANW) | 0.0 | $36k | +39% | 176.00 | 203.62 |
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| Wingstop (WING) | 0.0 | $36k | +54% | 142.00 | 252.03 |
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| PriceSmart (PSMT) | 0.0 | $36k | 294.00 | 121.37 |
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| Littelfuse (LFUS) | 0.0 | $35k | +12% | 137.00 | 258.74 |
|
| Standex Int'l (SXI) | 0.0 | $35k | +5% | 167.00 | 211.81 |
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| General Mills (GIS) | 0.0 | $35k | +32% | 701.00 | 50.42 |
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| salesforce (CRM) | 0.0 | $35k | +10% | 147.00 | 237.41 |
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| Martin Marietta Materials (MLM) | 0.0 | $35k | 55.00 | 631.22 |
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| Dominion Resources (D) | 0.0 | $34k | +7% | 563.00 | 61.17 |
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| American Express Company (AXP) | 0.0 | $34k | -15% | 103.00 | 332.16 |
|
| Boeing Company (BA) | 0.0 | $34k | -25% | 157.00 | 215.83 |
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| Cummins (CMI) | 0.0 | $34k | +2% | 80.00 | 422.38 |
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| Linde SHS (LIN) | 0.0 | $34k | +10% | 71.00 | 475.00 |
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| Applovin Corp Com Cl A (APP) | 0.0 | $33k | +58% | 46.00 | 718.54 |
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| Cme (CME) | 0.0 | $33k | +7% | 122.00 | 269.33 |
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| PNC Financial Services (PNC) | 0.0 | $33k | 163.00 | 200.93 |
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| Cadence Design Systems (CDNS) | 0.0 | $33k | +14% | 93.00 | 351.26 |
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| Nextera Energy (NEE) | 0.0 | $32k | 428.00 | 75.47 |
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| Air Lease Corp Cl A (AL) | 0.0 | $32k | -17% | 500.00 | 63.94 |
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| Allstate Corporation (ALL) | 0.0 | $32k | +13% | 148.00 | 215.59 |
|
| Travel Leisure Ord (TNL) | 0.0 | $32k | -3% | 536.00 | 59.44 |
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| Materion Corporation (MTRN) | 0.0 | $31k | -15% | 259.00 | 120.80 |
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| Chesapeake Utilities Corporation (CPK) | 0.0 | $31k | +17% | 230.00 | 135.20 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $31k | -19% | 493.00 | 63.01 |
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| Clear Secure Com Cl A (YOU) | 0.0 | $31k | 930.00 | 33.39 |
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| U.S. Physical Therapy (USPH) | 0.0 | $31k | 361.00 | 84.87 |
|
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| Chemed Corp Com Stk (CHE) | 0.0 | $31k | +7% | 68.00 | 448.65 |
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| WESCO International (WCC) | 0.0 | $30k | 143.00 | 210.77 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $30k | 50.00 | 600.36 |
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| Federal Agric Mtg Corp CL C (AGM) | 0.0 | $30k | 178.00 | 168.22 |
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| Wells Fargo & Company (WFC) | 0.0 | $29k | 350.00 | 83.82 |
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| Lakeland Financial Corporation (LKFN) | 0.0 | $29k | 455.00 | 64.15 |
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| Cohen & Steers (CNS) | 0.0 | $29k | +21% | 440.00 | 65.56 |
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| Cloudflare Cl A Com (NET) | 0.0 | $28k | 132.00 | 214.59 |
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| Patrick Industries (PATK) | 0.0 | $28k | 271.00 | 103.31 |
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| Occidental Petroleum Corporation (OXY) | 0.0 | $28k | +3% | 588.00 | 47.49 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $28k | +8% | 225.00 | 122.59 |
|
| Cognex Corporation (CGNX) | 0.0 | $27k | -40% | 599.00 | 45.31 |
|
| Sempra Energy (SRE) | 0.0 | $27k | -19% | 299.00 | 89.89 |
|
| Terreno Realty Corporation (TRNO) | 0.0 | $27k | +13% | 468.00 | 57.24 |
|
| Synopsys (SNPS) | 0.0 | $27k | -6% | 54.00 | 493.39 |
|
| CRA International (CRAI) | 0.0 | $27k | -16% | 127.00 | 208.94 |
|
| Utz Brands Com Cl A (UTZ) | 0.0 | $26k | +16% | 2.2k | 12.20 |
|
| Aaon Com Par $0.004 (AAON) | 0.0 | $26k | NEW | 280.00 | 93.44 |
|
| Prologis (PLD) | 0.0 | $26k | -3% | 228.00 | 114.62 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $26k | 61.00 | 425.67 |
|
|
| Equinix (EQIX) | 0.0 | $26k | -28% | 33.00 | 786.27 |
|
| Hexcel Corporation (HXL) | 0.0 | $26k | 413.00 | 62.65 |
|
|
| Parker-Hannifin Corporation (PH) | 0.0 | $26k | -2% | 34.00 | 758.15 |
|
| Firstservice Corp (FSV) | 0.0 | $26k | 134.00 | 191.22 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $26k | -51% | 814.00 | 31.43 |
|
| Brunswick Corporation (BC) | 0.0 | $25k | 399.00 | 63.23 |
|
|
| Kulicke and Soffa Industries (KLIC) | 0.0 | $25k | 615.00 | 40.87 |
|
|
| Automatic Data Processing (ADP) | 0.0 | $25k | -56% | 85.00 | 295.00 |
|
| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.0 | $25k | 527.00 | 47.51 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $25k | 258.00 | 96.54 |
|
|
| Universal Display Corporation (OLED) | 0.0 | $25k | 173.00 | 143.85 |
|
|
| Perdoceo Ed Corp (PRDO) | 0.0 | $25k | NEW | 658.00 | 37.66 |
|
| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $25k | -20% | 602.00 | 41.11 |
|
| Winmark Corporation (WINA) | 0.0 | $25k | 49.00 | 501.63 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $24k | 99.00 | 246.48 |
|
|
| Gilead Sciences (GILD) | 0.0 | $24k | +92% | 220.00 | 110.81 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $24k | -29% | 98.00 | 246.76 |
|
| Anthem (ELV) | 0.0 | $24k | -17% | 74.00 | 323.12 |
|
| Shoe Carnival (SCVL) | 0.0 | $24k | 1.1k | 20.79 |
|
|
| KBR (KBR) | 0.0 | $23k | NEW | 494.00 | 47.46 |
|
| Servicenow (NOW) | 0.0 | $23k | -54% | 25.00 | 920.28 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $23k | NEW | 455.00 | 50.27 |
|
| Msa Safety Inc equity (MSA) | 0.0 | $23k | 133.00 | 171.84 |
|
|
| Landstar System (LSTR) | 0.0 | $23k | +12% | 186.00 | 122.34 |
|
| Concentrix Corp (CNXC) | 0.0 | $23k | 492.00 | 46.12 |
|
|
| Amgen (AMGN) | 0.0 | $22k | +61% | 79.00 | 282.20 |
|
| Quaker Chemical Corporation (KWR) | 0.0 | $22k | 169.00 | 131.90 |
|
|
| Cabot Corporation (CBT) | 0.0 | $22k | 292.00 | 76.07 |
|
|
| Power Integrations (POWI) | 0.0 | $22k | +26% | 547.00 | 40.23 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $22k | 80.00 | 274.77 |
|
|
| Iradimed (IRMD) | 0.0 | $22k | 308.00 | 71.16 |
|
|
| Caretrust Reit (CTRE) | 0.0 | $22k | NEW | 619.00 | 35.01 |
|
| Carnival Corp Unit 99/99/9999 (CCL) | 0.0 | $22k | 746.00 | 28.91 |
|
|
| Applied Materials (AMAT) | 0.0 | $22k | 105.00 | 204.74 |
|
|
| Matador Resources (MTDR) | 0.0 | $21k | 474.00 | 44.90 |
|
|
| D.R. Horton (DHI) | 0.0 | $21k | +13% | 125.00 | 170.13 |
|
| Ufp Industries (UFPI) | 0.0 | $21k | +21% | 224.00 | 93.31 |
|
| UniFirst Corporation (UNF) | 0.0 | $21k | 125.00 | 166.70 |
|
|
| Analog Devices (ADI) | 0.0 | $20k | -37% | 82.00 | 245.70 |
|
Past Filings by CBIZ Investment Advisory Services
SEC 13F filings are viewable for CBIZ Investment Advisory Services going back to 2019
- CBIZ Investment Advisory Services 2025 Q3 filed Nov. 6, 2025
- CBIZ Investment Advisory Services 2025 Q2 filed Aug. 11, 2025
- CBIZ Investment Advisory Services 2025 Q1 restated filed June 3, 2025
- CBIZ Investment Advisory Services 2025 Q1 filed May 5, 2025
- CBIZ Investment Advisory Services 2024 Q4 filed Feb. 10, 2025
- CBIZ Investment Advisory Services 2024 Q3 filed Nov. 12, 2024
- CBIZ Investment Advisory Services 2024 Q2 filed Aug. 9, 2024
- CBIZ Investment Advisory Services 2024 Q1 filed May 13, 2024
- CBIZ Investment Advisory Services 2023 Q4 filed Feb. 9, 2024
- CBIZ Investment Advisory Services 2023 Q3 filed Nov. 3, 2023
- CBIZ Investment Advisory Services 2023 Q2 filed Aug. 8, 2023
- CBIZ Investment Advisory Services 2023 Q1 filed May 9, 2023
- CBIZ Investment Advisory Services 2022 Q4 filed Feb. 1, 2023
- CBIZ Investment Advisory Services 2022 Q3 filed Nov. 1, 2022
- CBIZ Investment Advisory Services 2022 Q2 filed Aug. 2, 2022
- CBIZ Investment Advisory Services 2022 Q1 filed May 3, 2022