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, VTV, VEU, VUG, QQQ, and represent 83.04% of CBIZ Investment Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: BND (+$34M), IVV (+$10M), QQQ (+$6.4M), VTV (+$5.9M), VEU, VUG, HYG, VO, VCIT, MSFT.
- Started 169 new stock positions in IHF, ANSS, DOV, TRV, PFG, MRVL, URI, BK, WCC, CB.
- Reduced shares in these 10 stocks: VTI (-$11M), VONV, , TDG, SPY, BSV, DVY, IEFA, IEMG, BNDX.
- Sold out of its positions in AVNS, GOLD, CCOI, DKNG, EMB, GSG, ARTY, LUMN, MTEM, NVO. RHP, DIA, SNY, SYF, BLV, BIV, BNDX, PARA, IGT, Qiagen Nv.
- CBIZ Investment Advisory Services was a net buyer of stock by $58M.
- CBIZ Investment Advisory Services has $2.0B in assets under management (AUM), dropping by 1.90%.
- Central Index Key (CIK): 0001795934
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Portfolio Holdings for CBIZ Investment Advisory Services
CBIZ Investment Advisory Services holds 627 positions in its portfolio as reported in the March 2025 quarterly 13F filing
CBIZ Investment Advisory Services has 627 total positions. Only the first 250 positions are shown.
- Sign up to view all of the CBIZ Investment Advisory Services March 31, 2025 positions
- Download the CBIZ Investment Advisory Services March 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 24.2 | $495M | +7% | 6.7M | 73.45 |
|
| Vanguard Index Fds Value Etf (VTV) | 16.9 | $346M | 2.0M | 172.74 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 16.7 | $341M | 5.6M | 60.66 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 15.8 | $322M | 868k | 370.82 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 9.4 | $192M | +3% | 409k | 468.93 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 4.3 | $88M | +2% | 340k | 258.62 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.3 | $46M | 267k | 173.23 |
|
|
| TransDigm Group Incorporated (TDG) | 2.0 | $41M | 29k | 1383.29 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $28M | +55% | 50k | 561.90 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.4 | $28M | 127k | 221.75 |
|
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.3 | $27M | +10% | 344k | 78.89 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.3 | $26M | +4% | 317k | 81.76 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $9.7M | 191k | 50.83 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $7.1M | -60% | 26k | 274.84 |
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.2 | $4.8M | 19k | 253.86 |
|
|
| Apple (AAPL) | 0.2 | $3.9M | +4% | 18k | 222.13 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.2 | $3.1M | 56k | 55.09 |
|
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $2.6M | 16k | 160.54 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.1M | 36k | 58.35 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $1.7M | -68% | 21k | 82.54 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $1.5M | 7.2k | 202.13 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.3M | -6% | 9.4k | 134.29 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.1M | -2% | 3.0k | 361.11 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $913k | 8.4k | 108.69 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $862k | +7% | 1.6k | 532.58 |
|
| Microsoft Corporation (MSFT) | 0.0 | $757k | +32% | 2.0k | 375.43 |
|
| Amazon (AMZN) | 0.0 | $706k | +22% | 3.7k | 190.26 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $664k | 1.3k | 513.91 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $505k | 6.2k | 81.73 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $496k | -5% | 4.7k | 104.58 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $486k | -12% | 6.4k | 75.65 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $478k | +28% | 3.1k | 154.65 |
|
| NVIDIA Corporation (NVDA) | 0.0 | $457k | +51% | 4.2k | 108.39 |
|
| Eli Lilly & Co. (LLY) | 0.0 | $453k | +14% | 548.00 | 826.31 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $398k | -26% | 5.1k | 78.28 |
|
| Broadcom (AVGO) | 0.0 | $391k | +25% | 2.3k | 167.45 |
|
| Spdr Ser Tr Spdr S&p 500 Etf (SPYX) | 0.0 | $387k | 8.4k | 45.75 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $355k | +10% | 8.5k | 41.73 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $335k | +9% | 1.4k | 245.31 |
|
| Cbiz (CBZ) | 0.0 | $333k | 4.4k | 75.86 |
|
|
| Boston Scientific Corporation (BSX) | 0.0 | $310k | 3.1k | 100.88 |
|
|
| Wal-Mart Stores (WMT) | 0.0 | $283k | +9% | 3.2k | 88.02 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.0 | $269k | 2.0k | 135.68 |
|
|
| Tesla Motors (TSLA) | 0.0 | $265k | +147% | 1.0k | 259.16 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $259k | 2.9k | 90.55 |
|
|
| Parke Ban (PKBK) | 0.0 | $237k | 13k | 18.84 |
|
|
| UnitedHealth (UNH) | 0.0 | $225k | -7% | 430.00 | 523.34 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $222k | +8% | 578.00 | 383.53 |
|
| Meta Platforms Cl A (META) | 0.0 | $221k | +108% | 383.00 | 576.36 |
|
| Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) | 0.0 | $218k | 11k | 20.68 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $211k | +14% | 386.00 | 547.60 |
|
| Abbvie (ABBV) | 0.0 | $211k | +8% | 1.0k | 209.45 |
|
| Eaton Corp SHS (ETN) | 0.0 | $198k | 727.00 | 271.69 |
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| Cibc Cad (CM) | 0.0 | $173k | 3.1k | 56.30 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $166k | 4.1k | 40.41 |
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| Costco Wholesale Corporation (COST) | 0.0 | $164k | +30% | 173.00 | 944.86 |
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| Chevron Corporation (CVX) | 0.0 | $153k | -22% | 914.00 | 167.21 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $144k | 3.2k | 45.25 |
|
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| Exxon Mobil Corporation (XOM) | 0.0 | $130k | +15% | 1.1k | 118.95 |
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| Sap Se Spon Adr (SAP) | 0.0 | $129k | 480.00 | 268.44 |
|
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| Home Depot (HD) | 0.0 | $126k | +17% | 344.00 | 366.21 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $121k | 5.5k | 22.08 |
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| Kemper Corp Del (KMPR) | 0.0 | $121k | 1.8k | 66.85 |
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| American Intl Group Com New (AIG) | 0.0 | $117k | 1.3k | 86.97 |
|
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $114k | 210.00 | 541.60 |
|
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| Verizon Communications (VZ) | 0.0 | $114k | +7% | 2.5k | 45.36 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $114k | +23% | 857.00 | 132.47 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $113k | 1.2k | 92.29 |
|
|
| Honeywell International (HON) | 0.0 | $113k | -24% | 534.00 | 211.61 |
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| McDonald's Corporation (MCD) | 0.0 | $113k | -17% | 361.00 | 312.34 |
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| At&t (T) | 0.0 | $113k | +12% | 4.0k | 28.28 |
|
| Coca-Cola Company (KO) | 0.0 | $112k | +23% | 1.6k | 72.10 |
|
| Vanguard World Energy Etf (VDE) | 0.0 | $107k | -13% | 828.00 | 129.67 |
|
| Walt Disney Company (DIS) | 0.0 | $104k | +15% | 1.1k | 98.67 |
|
| Johnson & Johnson (JNJ) | 0.0 | $104k | +75% | 627.00 | 165.73 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $103k | 4.4k | 23.61 |
|
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| Citigroup Com New (C) | 0.0 | $102k | +6% | 1.4k | 70.99 |
|
| Oracle Corporation (ORCL) | 0.0 | $101k | +19% | 720.00 | 139.88 |
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| Visa Com Cl A (V) | 0.0 | $99k | +159% | 283.00 | 350.69 |
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| Illinois Tool Works (ITW) | 0.0 | $97k | +2% | 390.00 | 249.72 |
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| Republic Services (RSG) | 0.0 | $97k | 402.00 | 242.16 |
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| Metropcs Communications (TMUS) | 0.0 | $94k | 354.00 | 266.56 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $94k | -71% | 167.00 | 561.65 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.0 | $89k | NEW | 430.00 | 206.48 |
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| Amphenol Corp Cl A (APH) | 0.0 | $87k | +13% | 1.3k | 65.77 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $81k | -14% | 1.1k | 72.90 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $80k | 4.1k | 19.59 |
|
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $80k | 4.1k | 19.48 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $78k | -37% | 1.6k | 49.90 |
|
| International Business Machines (IBM) | 0.0 | $78k | +51% | 313.00 | 248.61 |
|
| Pepsi (PEP) | 0.0 | $78k | +22% | 517.00 | 149.95 |
|
| Public Service Enterprise (PEG) | 0.0 | $77k | -3% | 940.00 | 82.31 |
|
| Lockheed Martin Corporation (LMT) | 0.0 | $76k | +6% | 169.00 | 447.66 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $72k | 250.00 | 288.14 |
|
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| Advanced Micro Devices (AMD) | 0.0 | $71k | +7% | 693.00 | 102.74 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $70k | -5% | 1.1k | 62.10 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $70k | +45% | 1.9k | 36.90 |
|
| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $68k | 2.5k | 27.39 |
|
|
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.0 | $68k | 1.8k | 37.86 |
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| Ishares Tr National Mun Etf (MUB) | 0.0 | $62k | 590.00 | 105.49 |
|
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| Ge Aerospace Com New (GE) | 0.0 | $61k | +76% | 305.00 | 200.31 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $61k | 500.00 | 122.01 |
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| Procter & Gamble Company (PG) | 0.0 | $61k | +265% | 358.00 | 170.27 |
|
| Cisco Systems (CSCO) | 0.0 | $61k | +52% | 984.00 | 61.71 |
|
| Deere & Company (DE) | 0.0 | $60k | +20% | 128.00 | 469.15 |
|
| Netflix (NFLX) | 0.0 | $59k | +231% | 63.00 | 932.52 |
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| Vanguard World Utilities Etf (VPU) | 0.0 | $58k | 341.00 | 170.63 |
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| Cme (CME) | 0.0 | $58k | -31% | 219.00 | 264.82 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $55k | 253.00 | 219.07 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.0 | $54k | 585.00 | 91.76 |
|
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| Lowe's Companies (LOW) | 0.0 | $52k | +41% | 224.00 | 232.98 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $52k | +8% | 754.00 | 68.35 |
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| Repligen Corporation (RGEN) | 0.0 | $51k | 400.00 | 127.24 |
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| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.0 | $51k | 1.1k | 47.37 |
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| CSX Corporation (CSX) | 0.0 | $50k | +13% | 1.7k | 29.42 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $49k | 2.6k | 18.59 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $49k | 500.00 | 97.95 |
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| Kla Corp Com New (KLAC) | 0.0 | $48k | +22% | 71.00 | 681.27 |
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| Valero Energy Corporation (VLO) | 0.0 | $47k | +2% | 355.00 | 132.05 |
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| United States Steel Corporation (X) | 0.0 | $47k | 1.1k | 42.26 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $46k | 248.00 | 186.29 |
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| Trane Technologies SHS (TT) | 0.0 | $46k | +23% | 137.00 | 336.07 |
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| Encompass Health Corp (EHC) | 0.0 | $46k | 451.00 | 101.32 |
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| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $46k | 1.0k | 44.25 |
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| Ensign (ENSG) | 0.0 | $45k | 349.00 | 129.55 |
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| Abbott Laboratories (ABT) | 0.0 | $44k | +49% | 331.00 | 132.76 |
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| Altria (MO) | 0.0 | $44k | +4% | 725.00 | 60.06 |
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| Arthur J. Gallagher & Co. (AJG) | 0.0 | $43k | +12% | 126.00 | 344.02 |
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| AFLAC Incorporated (AFL) | 0.0 | $43k | +4% | 388.00 | 111.19 |
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| Hamilton Lane Cl A (HLNE) | 0.0 | $43k | 287.00 | 149.03 |
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| Phillips 66 (PSX) | 0.0 | $41k | 335.00 | 123.48 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $41k | +49% | 82.00 | 495.27 |
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| Progressive Corporation (PGR) | 0.0 | $41k | +78% | 143.00 | 283.76 |
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| Select Sector Spdr Tr Energy (XLE) | 0.0 | $41k | NEW | 434.00 | 93.45 |
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| Automatic Data Processing (ADP) | 0.0 | $41k | +36% | 132.00 | 307.07 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $40k | 208.00 | 193.99 |
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| American Tower Reit (AMT) | 0.0 | $40k | +9% | 184.00 | 217.42 |
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| Qualcomm (QCOM) | 0.0 | $39k | +44% | 256.00 | 153.58 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $39k | 156.00 | 251.77 |
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| Sherwin-Williams Company (SHW) | 0.0 | $39k | +41% | 112.00 | 349.19 |
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| Halozyme Therapeutics (HALO) | 0.0 | $38k | 600.00 | 63.81 |
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| Realty Income (O) | 0.0 | $38k | +87% | 649.00 | 58.01 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $37k | 1.6k | 23.43 |
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| Bristol Myers Squibb (BMY) | 0.0 | $35k | +66% | 581.00 | 61.00 |
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| Southern Company (SO) | 0.0 | $35k | +33% | 383.00 | 91.90 |
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| LeMaitre Vascular (LMAT) | 0.0 | $35k | 419.00 | 83.83 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $35k | +118% | 413.00 | 84.40 |
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| Houlihan Lokey Cl A (HLI) | 0.0 | $35k | 215.00 | 161.50 |
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| Merck & Co (MRK) | 0.0 | $34k | +141% | 377.00 | 90.25 |
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| Uber Technologies (UBER) | 0.0 | $34k | +42% | 466.00 | 72.86 |
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| Federal Agric Mtg Corp CL C (AGM) | 0.0 | $34k | 179.00 | 187.33 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $33k | +67% | 186.00 | 179.78 |
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| Chemed Corp Com Stk (CHE) | 0.0 | $33k | -3% | 54.00 | 616.15 |
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| Moderna (MRNA) | 0.0 | $33k | +4% | 1.2k | 28.35 |
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| Marriott Intl Cl A (MAR) | 0.0 | $33k | +15% | 138.00 | 238.20 |
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| Home BancShares (HOMB) | 0.0 | $33k | 1.2k | 28.27 |
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| Philip Morris International (PM) | 0.0 | $32k | +405% | 202.00 | 159.92 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $32k | 990.00 | 32.51 |
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| Sarepta Therapeutics (SRPT) | 0.0 | $32k | -14% | 500.00 | 63.82 |
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| Allstate Corporation (ALL) | 0.0 | $32k | 153.00 | 208.00 |
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| UMH Properties (UMH) | 0.0 | $31k | 1.7k | 18.70 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $31k | 200.00 | 156.23 |
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| S&p Global (SPGI) | 0.0 | $31k | +103% | 61.00 | 508.64 |
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| Intuit (INTU) | 0.0 | $31k | +1566% | 50.00 | 614.00 |
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| Atmos Energy Corporation (ATO) | 0.0 | $30k | 196.00 | 154.58 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $30k | +97% | 386.00 | 78.21 |
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| salesforce (CRM) | 0.0 | $30k | +314% | 112.00 | 268.36 |
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| Standex Int'l (SXI) | 0.0 | $30k | 186.00 | 161.07 |
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| Cognex Corporation (CGNX) | 0.0 | $30k | 1.0k | 29.83 |
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| Kinsale Cap Group (KNSL) | 0.0 | $29k | 60.00 | 487.02 |
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| Air Lease Corp Cl A (AL) | 0.0 | $29k | 596.00 | 48.56 |
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| Cohen & Steers (CNS) | 0.0 | $29k | 359.00 | 80.22 |
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| Amgen (AMGN) | 0.0 | $29k | +1214% | 92.00 | 311.55 |
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| Nexstar Media Group Common Stock (NXST) | 0.0 | $29k | 160.00 | 179.04 |
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| Tetra Tech (TTEK) | 0.0 | $28k | +17% | 972.00 | 29.25 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $28k | +137% | 57.00 | 498.11 |
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| Union Pacific Corporation (UNP) | 0.0 | $28k | +1400% | 120.00 | 236.24 |
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| General Mills (GIS) | 0.0 | $28k | 474.00 | 59.79 |
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| Starbucks Corporation (SBUX) | 0.0 | $28k | +125% | 286.00 | 98.09 |
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| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $28k | 2.6k | 10.73 |
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| Concentrix Corp (CNXC) | 0.0 | $28k | 493.00 | 55.69 |
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| Casey's General Stores (CASY) | 0.0 | $27k | 63.00 | 434.89 |
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| Wells Fargo & Company (WFC) | 0.0 | $27k | +585% | 377.00 | 71.79 |
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| Lakeland Financial Corporation (LKFN) | 0.0 | $27k | 455.00 | 59.43 |
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| Brookfield Infrastructure Com Sub Vtg A (BIPC) | 0.0 | $27k | 746.00 | 36.21 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $27k | 50.00 | 534.24 |
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| Bwx Technologies (BWXT) | 0.0 | $27k | 268.00 | 98.73 |
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| Martin Marietta Materials (MLM) | 0.0 | $26k | 55.00 | 478.84 |
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| CRA International (CRAI) | 0.0 | $26k | -11% | 152.00 | 173.09 |
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| Utz Brands Com Cl A (UTZ) | 0.0 | $26k | 1.9k | 14.08 |
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| Terreno Realty Corporation (TRNO) | 0.0 | $26k | 406.00 | 63.78 |
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| PriceSmart (PSMT) | 0.0 | $26k | 295.00 | 87.73 |
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| Perrigo SHS (PRGO) | 0.0 | $26k | 920.00 | 28.05 |
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| Valmont Industries (VMI) | 0.0 | $26k | -4% | 89.00 | 287.09 |
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| Travel Leisure Ord (TNL) | 0.0 | $25k | 548.00 | 46.26 |
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| Emerson Electric (EMR) | 0.0 | $25k | +42% | 229.00 | 109.72 |
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| New Jersey Resources Corporation (NJR) | 0.0 | $25k | 505.00 | 49.51 |
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| Chesapeake Utilities Corporation (CPK) | 0.0 | $25k | 193.00 | 128.88 |
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| Stryker Corporation (SYK) | 0.0 | $25k | +32% | 66.00 | 373.82 |
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| Morgan Stanley Com New (MS) | 0.0 | $25k | +111% | 211.00 | 116.67 |
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| Northern Oil And Gas Inc Mn (NOG) | 0.0 | $24k | 796.00 | 30.67 |
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| Cabot Corporation (CBT) | 0.0 | $24k | 292.00 | 83.26 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.0 | $24k | NEW | 516.00 | 47.04 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $24k | NEW | 254.00 | 95.43 |
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| Linde SHS (LIN) | 0.0 | $24k | NEW | 52.00 | 465.63 |
|
| Clear Secure Com Cl A (YOU) | 0.0 | $24k | +39% | 930.00 | 25.91 |
|
| Exelon Corporation (EXC) | 0.0 | $24k | +20% | 522.00 | 46.05 |
|
| U.S. Physical Therapy (USPH) | 0.0 | $24k | 324.00 | 72.75 |
|
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $23k | 428.00 | 54.76 |
|
|
| Cummins (CMI) | 0.0 | $23k | +13% | 74.00 | 313.45 |
|
| Medtronic SHS (MDT) | 0.0 | $23k | +78% | 255.00 | 90.62 |
|
| Pfizer (PFE) | 0.0 | $23k | +79% | 908.00 | 25.34 |
|
| Hexcel Corporation (HXL) | 0.0 | $23k | 414.00 | 54.82 |
|
|
| Wyndham Hotels And Resorts (WH) | 0.0 | $23k | 249.00 | 90.69 |
|
|
| Firstservice Corp (FSV) | 0.0 | $23k | 135.00 | 166.40 |
|
|
| Schneider National CL B (SNDR) | 0.0 | $22k | 964.00 | 22.93 |
|
|
| Air Products & Chemicals (APD) | 0.0 | $22k | +4% | 74.00 | 295.92 |
|
| UniFirst Corporation (UNF) | 0.0 | $22k | 125.00 | 174.54 |
|
|
| Nexpoint Residential Tr (NXRT) | 0.0 | $22k | 549.00 | 39.51 |
|
|
| Power Integrations (POWI) | 0.0 | $22k | 426.00 | 50.52 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $21k | +270% | 152.00 | 139.78 |
|
| Danaher Corporation (DHR) | 0.0 | $21k | +692% | 103.00 | 205.35 |
|
| Napco Security Systems (NSSC) | 0.0 | $21k | +23% | 907.00 | 23.15 |
|
| Atlas Energy Solutions Com New (AESI) | 0.0 | $21k | -13% | 1.2k | 17.84 |
|
| Wingstop (WING) | 0.0 | $21k | 91.00 | 225.89 |
|
|
| Smucker J M Com New (SJM) | 0.0 | $21k | 173.00 | 118.41 |
|
|
| Discover Financial Services (DFS) | 0.0 | $21k | -6% | 120.00 | 170.70 |
|
| Prologis (PLD) | 0.0 | $21k | +45% | 183.00 | 111.91 |
|
| Crown Castle Intl (CCI) | 0.0 | $20k | +267% | 195.00 | 104.23 |
|
| Landstar System (LSTR) | 0.0 | $20k | 134.00 | 150.46 |
|
|
| Materion Corporation (MTRN) | 0.0 | $20k | 246.00 | 81.46 |
|
|
| Nextera Energy (NEE) | 0.0 | $20k | +81% | 280.00 | 70.86 |
|
| Halliburton Company (HAL) | 0.0 | $20k | +28% | 776.00 | 25.37 |
|
| Matador Resources (MTDR) | 0.0 | $20k | 384.00 | 51.14 |
|
|
| Msa Safety Inc equity (MSA) | 0.0 | $20k | +29% | 133.00 | 146.96 |
|
| Universal Display Corporation (OLED) | 0.0 | $20k | 140.00 | 139.24 |
|
|
| Ufp Industries (UFPI) | 0.0 | $20k | 182.00 | 107.01 |
|
|
| Citizens Financial (CFG) | 0.0 | $20k | +49% | 475.00 | 40.97 |
|
| Chesapeake Energy Corp (EXE) | 0.0 | $19k | 173.00 | 111.32 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $19k | NEW | 99.00 | 192.29 |
|
| Boeing Company (BA) | 0.0 | $19k | +593% | 111.00 | 170.55 |
|
| Shoe Carnival (SCVL) | 0.0 | $19k | +19% | 860.00 | 22.00 |
|
| Equinix (EQIX) | 0.0 | $19k | +53% | 23.00 | 819.87 |
|
| Brunswick Corporation (BC) | 0.0 | $18k | 342.00 | 53.92 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $18k | +9% | 59.00 | 312.37 |
|
| Patrick Industries (PATK) | 0.0 | $18k | +7% | 218.00 | 84.42 |
|
| Littelfuse (LFUS) | 0.0 | $18k | -2% | 93.00 | 197.76 |
|
| Hershey Company (HSY) | 0.0 | $18k | +7% | 107.00 | 171.03 |
|
| 3M Company (MMM) | 0.0 | $18k | +49% | 124.00 | 147.22 |
|
| Hubspot (HUBS) | 0.0 | $18k | -45% | 31.00 | 571.29 |
|
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 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
- CBIZ Investment Advisory Services 2021 Q4 filed Feb. 11, 2022
- CBIZ Investment Advisory Services 2021 Q3 filed Nov. 12, 2021