CBIZ Investment Advisory Services
Latest statistics and disclosures from CBIZ Investment Advisory Services's latest quarterly 13F-HR filing:
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Positions held by CBIZ Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for CBIZ Investment Advisory Services
CBIZ Investment Advisory Services holds 415 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 23.1 | $632M | 8.6M | 73.64 |
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| Vanguard Index Fds Value Etf (VTV) | 19.4 | $530M | 2.7M | 196.20 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 14.7 | $402M | 5.4M | 75.10 |
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| Vanguard Index Fds Growth Etf (VUG) | 14.4 | $395M | 904k | 436.79 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 8.9 | $243M | 421k | 577.30 |
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| Vanguard Index Fds Small Cp Etf (VB) | 4.6 | $125M | 476k | 261.92 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 3.9 | $108M | 2.0M | 54.46 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 3.1 | $85M | 297k | 287.19 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.8 | $49M | 257k | 191.86 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.4 | $38M | 58k | 655.89 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.3 | $35M | 441k | 79.56 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.2 | $33M | 401k | 82.75 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $11M | 169k | 64.08 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $7.2M | 22k | 320.81 |
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| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.2 | $5.2M | 18k | 295.12 |
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| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $4.7M | 100k | 47.02 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $3.6M | 46k | 78.66 |
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| Apple (AAPL) | 0.1 | $3.6M | 14k | 253.79 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $3.0M | 16k | 184.28 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $2.1M | 27k | 77.11 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.4M | 3.4k | 426.40 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $1.4M | 21k | 67.53 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $1.1M | 14k | 78.41 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.0 | $1.1M | 12k | 93.74 |
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| NVIDIA Corporation (NVDA) | 0.0 | $807k | 4.6k | 174.39 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $735k | 2.5k | 294.15 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $687k | 1.1k | 650.80 |
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| Microsoft Corporation (MSFT) | 0.0 | $667k | 1.8k | 370.17 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $652k | 1.4k | 479.20 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $490k | 3.2k | 151.39 |
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| Broadcom (AVGO) | 0.0 | $483k | 1.6k | 309.55 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $480k | 3.9k | 124.31 |
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| Spdr Series Trust ST STR SP500FF (SPYX) | 0.0 | $450k | 8.5k | 53.03 |
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| Wal-Mart Stores (WMT) | 0.0 | $439k | 3.5k | 124.46 |
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| Spdr Series Trust St Str Sp Div (SDY) | 0.0 | $379k | 2.6k | 145.94 |
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| Eli Lilly & Co. (LLY) | 0.0 | $373k | 406.00 | 919.77 |
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| Parke Ban (PKBK) | 0.0 | $357k | 13k | 28.40 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $344k | 1.2k | 286.86 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $307k | 3.0k | 102.29 |
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| Cibc Cad (CM) | 0.0 | $291k | 3.1k | 94.75 |
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| Caterpillar (CAT) | 0.0 | $287k | 405.00 | 709.16 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.0 | $273k | 2.1k | 132.90 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $272k | 945.00 | 287.56 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $254k | 2.8k | 90.53 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $242k | 405.00 | 596.97 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $210k | 2.4k | 88.68 |
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| Bank of America Corporation (BAC) | 0.0 | $195k | 4.0k | 48.75 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $171k | 245.00 | 697.95 |
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| Amazon (AMZN) | 0.0 | $166k | 799.00 | 208.27 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.0 | $136k | 1.3k | 102.25 |
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| Abrdn Fds Ultra Short Etf (AMUN) | 0.0 | $135k | 5.2k | 26.08 |
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| Cbiz (CBZ) | 0.0 | $127k | 4.7k | 26.85 |
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| Vanguard World Energy Etf (VDE) | 0.0 | $119k | 688.00 | 173.15 |
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| Constellation Energy (CEG) | 0.0 | $118k | 422.00 | 279.25 |
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| Ishares Gold Tr Ishares New (IAU) | 0.0 | $110k | 1.3k | 88.16 |
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| Verizon Communications (VZ) | 0.0 | $110k | 2.2k | 50.20 |
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| Abbvie (ABBV) | 0.0 | $109k | 502.00 | 217.49 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $108k | 250.00 | 430.29 |
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| Oracle Corporation (ORCL) | 0.0 | $105k | 711.00 | 147.19 |
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| Home Depot (HD) | 0.0 | $90k | 272.00 | 328.89 |
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| At&t (T) | 0.0 | $88k | 3.0k | 28.99 |
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| Republic Services (RSG) | 0.0 | $88k | 400.00 | 219.02 |
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| Gilead Sciences (GILD) | 0.0 | $86k | 615.00 | 139.37 |
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| Illinois Tool Works (ITW) | 0.0 | $84k | 322.00 | 261.90 |
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| Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) | 0.0 | $84k | 4.3k | 19.63 |
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| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.0 | $83k | 4.3k | 19.53 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.0 | $81k | 4.0k | 20.42 |
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| Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) | 0.0 | $80k | 4.3k | 18.66 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $79k | 465.00 | 169.54 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $78k | 1.6k | 49.95 |
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| Walt Disney Company (DIS) | 0.0 | $77k | 800.00 | 96.38 |
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| Costco Wholesale Corporation (COST) | 0.0 | $76k | 76.00 | 996.43 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $74k | 1.5k | 49.37 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $71k | 500.00 | 142.43 |
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| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $71k | 990.00 | 71.61 |
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| Phillips 66 (PSX) | 0.0 | $68k | 375.00 | 182.18 |
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| McDonald's Corporation (MCD) | 0.0 | $68k | 218.00 | 310.79 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $64k | 106.00 | 604.39 |
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| PNC Financial Services (PNC) | 0.0 | $62k | 298.00 | 208.09 |
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| Travelers Companies (TRV) | 0.0 | $61k | 208.00 | 291.68 |
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| Vanguard World Consum Stp Etf (VDC) | 0.0 | $58k | 256.00 | 224.66 |
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| Chevron Corporation (CVX) | 0.0 | $57k | 277.00 | 206.90 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.0 | $57k | 504.00 | 112.27 |
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| Kemper Corp Del (KMPR) | 0.0 | $55k | 1.8k | 30.56 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 0.0 | $55k | 599.00 | 91.71 |
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| Tesla Motors (TSLA) | 0.0 | $54k | 145.00 | 371.75 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $54k | 248.00 | 217.25 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $54k | 1.8k | 30.67 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $53k | 276.00 | 192.90 |
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| Ishares Tr Usd Grn Bond Etf (BGRN) | 0.0 | $52k | 1.1k | 47.47 |
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| Coca-Cola Company (KO) | 0.0 | $50k | 657.00 | 76.23 |
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| International Business Machines (IBM) | 0.0 | $49k | 204.00 | 242.17 |
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| Altria (MO) | 0.0 | $49k | 740.00 | 66.05 |
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| Spdr Series Trust St Str Sp500div (SPYD) | 0.0 | $48k | 1.1k | 45.54 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $47k | 156.00 | 302.25 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $45k | 208.00 | 215.06 |
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| Procter & Gamble Company (PG) | 0.0 | $44k | 307.00 | 144.44 |
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| Marriott Intl Cl A (MAR) | 0.0 | $42k | 127.00 | 327.07 |
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| Johnson & Johnson (JNJ) | 0.0 | $40k | 163.00 | 244.44 |
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| Honeywell International | 0.0 | $40k | 175.00 | 226.03 |
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| Cummins (CMI) | 0.0 | $38k | 71.00 | 538.01 |
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| Cisco Systems (CSCO) | 0.0 | $38k | 488.00 | 77.59 |
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| Vanguard World Utilities Etf (VPU) | 0.0 | $35k | 175.00 | 198.44 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $34k | 360.00 | 93.31 |
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| Meta Platforms Cl A (META) | 0.0 | $33k | 58.00 | 574.03 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $31k | 50.00 | 622.78 |
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| CVS Caremark Corporation (CVS) | 0.0 | $31k | 433.00 | 71.82 |
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| Houlihan Lokey Cl A (HLI) | 0.0 | $31k | 215.00 | 143.62 |
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| Sherwin-Williams Company (SHW) | 0.0 | $31k | 95.00 | 320.55 |
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| Expeditors International of Washington (EXPD) | 0.0 | $29k | 200.00 | 143.23 |
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| Eaton Corp SHS (ETN) | 0.0 | $29k | 80.00 | 357.68 |
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| Netflix (NFLX) | 0.0 | $28k | 290.00 | 96.15 |
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| Visa Com Cl A (V) | 0.0 | $28k | 92.00 | 302.51 |
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| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 0.0 | $27k | 1.0k | 26.91 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $26k | 167.00 | 152.75 |
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| J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) | 0.0 | $25k | 537.00 | 47.09 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $25k | 262.00 | 95.50 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.0 | $24k | 99.00 | 237.29 |
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| Capital One Financial (COF) | 0.0 | $23k | 128.00 | 182.43 |
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| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.0 | $23k | 455.00 | 50.34 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $23k | 1.0k | 22.33 |
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| Philip Morris International (PM) | 0.0 | $22k | 134.00 | 165.45 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $21k | 143.00 | 146.28 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $20k | 80.00 | 250.07 |
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| Ge Aerospace Com New (GE) | 0.0 | $20k | 69.00 | 283.12 |
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| Ge Vernova (GEV) | 0.0 | $19k | 22.00 | 873.18 |
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| Ishares Tr Ishares Biotech (IBB) | 0.0 | $19k | 114.00 | 168.39 |
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| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $19k | 135.00 | 138.74 |
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| Wisdomtree Tr Us High Dividend (DHS) | 0.0 | $18k | 167.00 | 109.22 |
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| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.0 | $18k | 213.00 | 84.76 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $18k | 618.00 | 28.72 |
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| General Mills (GIS) | 0.0 | $17k | 444.00 | 37.22 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $16k | 810.00 | 19.30 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.0 | $16k | 594.00 | 26.20 |
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| Dominion Resources (D) | 0.0 | $16k | 250.00 | 61.82 |
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| First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON) | 0.0 | $15k | 619.00 | 24.77 |
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| First Tr Exchange Traded Smid Risng Etf (SDVY) | 0.0 | $15k | 380.00 | 39.41 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $15k | 208.00 | 70.19 |
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| Corteva (CTVA) | 0.0 | $14k | 168.00 | 83.71 |
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| 3M Company (MMM) | 0.0 | $14k | 96.00 | 145.39 |
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| Ishares Msci Gbl Etf New (PICK) | 0.0 | $14k | 246.00 | 56.65 |
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| Air Products & Chemicals (APD) | 0.0 | $14k | 47.00 | 290.49 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $14k | 148.00 | 91.78 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.0 | $13k | 116.00 | 114.66 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $13k | 164.00 | 79.27 |
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 0.0 | $13k | 87.00 | 145.40 |
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| Casey's General Stores (CASY) | 0.0 | $12k | 17.00 | 727.88 |
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| Bwx Technologies (BWXT) | 0.0 | $12k | 60.00 | 204.48 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.0 | $12k | 500.00 | 24.31 |
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| Tetra Tech (TTEK) | 0.0 | $12k | 402.00 | 30.13 |
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| Fidelity Covington Trust Blue Chip Grwth (FBCG) | 0.0 | $12k | 240.00 | 50.12 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 0.0 | $12k | 506.00 | 23.15 |
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| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 0.0 | $12k | 514.00 | 22.36 |
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| Ensign (ENSG) | 0.0 | $12k | 57.00 | 201.56 |
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| First Tr Exchange Traded Rba Indl Etf (AIRR) | 0.0 | $11k | 103.00 | 111.01 |
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| Starbucks Corporation (SBUX) | 0.0 | $11k | 127.00 | 89.59 |
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| Ishares Msci Glb Slv&mtl (SLVP) | 0.0 | $11k | 318.00 | 35.51 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.0 | $11k | 446.00 | 24.75 |
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| Te Connectivity Ord Shs (TEL) | 0.0 | $11k | 52.00 | 209.02 |
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| salesforce (CRM) | 0.0 | $11k | 58.00 | 186.67 |
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| TJX Companies (TJX) | 0.0 | $11k | 67.00 | 159.70 |
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| Exelon Corporation (EXC) | 0.0 | $11k | 218.00 | 49.02 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $11k | 23.00 | 461.00 |
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| Advanced Micro Devices (AMD) | 0.0 | $10k | 50.00 | 203.44 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $9.3k | 19.00 | 492.00 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $9.2k | 7.00 | 1320.86 |
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| Inventrust Pptys Corp Com New (IVT) | 0.0 | $9.0k | 293.00 | 30.71 |
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| Spdr Series Trust St Str Sp600grwo (SLYG) | 0.0 | $9.0k | 93.00 | 96.62 |
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| Equinix (EQIX) | 0.0 | $8.8k | 9.00 | 980.22 |
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| W.W. Grainger (GWW) | 0.0 | $8.7k | 8.00 | 1090.75 |
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| Palo Alto Networks (PANW) | 0.0 | $8.7k | 54.00 | 160.31 |
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| Uber Technologies (UBER) | 0.0 | $8.6k | 120.00 | 71.93 |
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| Pfizer (PFE) | 0.0 | $8.5k | 303.00 | 28.12 |
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| LeMaitre Vascular (LMAT) | 0.0 | $8.5k | 78.00 | 109.17 |
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| ConocoPhillips (COP) | 0.0 | $8.4k | 64.00 | 132.00 |
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| Allison Transmission Hldngs I (ALSN) | 0.0 | $8.4k | 72.00 | 117.06 |
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| Standex Int'l (SXI) | 0.0 | $8.2k | 32.00 | 254.88 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $8.0k | 117.00 | 68.14 |
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| Stryker Corporation (SYK) | 0.0 | $7.9k | 24.00 | 329.46 |
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| Marsh & McLennan Companies (MRSH) | 0.0 | $7.8k | 45.00 | 173.44 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $7.7k | 100.00 | 77.08 |
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| Ishares Tr Us Consm Staples (IYK) | 0.0 | $7.6k | 108.00 | 69.97 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $7.5k | 15.00 | 499.67 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $7.2k | 97.00 | 74.35 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $7.0k | 29.00 | 243.07 |
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| Merck & Co (MRK) | 0.0 | $6.9k | 57.00 | 121.14 |
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| Ishares Tr Us Hlthcr Pr Etf (IHF) | 0.0 | $6.9k | 164.00 | 41.87 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $6.8k | 64.00 | 106.80 |
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| Valmont Industries (VMI) | 0.0 | $6.8k | 17.00 | 400.35 |
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| Travel Leisure Ord (TNL) | 0.0 | $6.8k | 98.00 | 69.19 |
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| Micron Technology (MU) | 0.0 | $6.8k | 20.00 | 338.00 |
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| Hamilton Lane Cl A (HLNE) | 0.0 | $6.7k | 67.00 | 99.94 |
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| Emerson Electric (EMR) | 0.0 | $6.7k | 51.00 | 131.02 |
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| Encompass Health Corp (EHC) | 0.0 | $6.7k | 69.00 | 96.72 |
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| Vanguard World Financials Etf (VFH) | 0.0 | $6.4k | 53.00 | 120.81 |
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| Ishares U S Etf Tr U.s. Tech Indepd (IETC) | 0.0 | $6.4k | 72.00 | 88.65 |
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| Carlisle Companies (CSL) | 0.0 | $6.3k | 19.00 | 333.63 |
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| Ishares Tr Core Univrsl Usd (IUSB) | 0.0 | $6.3k | 137.00 | 46.19 |
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| Corning Incorporated (GLW) | 0.0 | $6.3k | 46.00 | 135.98 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $6.2k | 29.00 | 213.93 |
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| Vanguard Malvern Fds Core-plus Bd Etf (VPLS) | 0.0 | $6.1k | 79.00 | 77.28 |
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| Monster Beverage Corp (MNST) | 0.0 | $6.1k | 84.00 | 72.46 |
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| Quest Diagnostics Incorporated (DGX) | 0.0 | $6.1k | 31.00 | 195.97 |
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| Six Flags Entertainment Corp (FUN) | 0.0 | $5.9k | 333.00 | 17.75 |
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| Paccar (PCAR) | 0.0 | $5.9k | 51.00 | 115.51 |
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| Applied Materials (AMAT) | 0.0 | $5.8k | 17.00 | 341.76 |
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| Reliance Steel & Aluminum (RS) | 0.0 | $5.8k | 19.00 | 303.89 |
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| Danaher Corporation (DHR) | 0.0 | $5.7k | 30.00 | 190.00 |
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| Vanguard World Materials Etf (VAW) | 0.0 | $5.6k | 25.00 | 225.36 |
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| Gfl Environmental Sub Vtg Shs (GFL) | 0.0 | $5.6k | 135.00 | 41.72 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $5.6k | 43.00 | 130.93 |
|
|
| Element Solutions (ESI) | 0.0 | $5.6k | 164.00 | 34.14 |
|
|
| Dick's Sporting Goods (DKS) | 0.0 | $5.6k | 28.00 | 199.54 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $5.6k | 44.00 | 126.59 |
|
|
| S&p Global (SPGI) | 0.0 | $5.5k | 13.00 | 425.31 |
|
|
| Sun Life Financial (SLF) | 0.0 | $5.4k | 87.00 | 62.56 |
|
|
| Littelfuse (LFUS) | 0.0 | $5.4k | 16.00 | 339.38 |
|
|
| Air Lease Corp Cl A | 0.0 | $5.4k | 83.00 | 65.16 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $5.3k | 19.00 | 277.89 |
|
|
| Morgan Stanley Com New (MS) | 0.0 | $5.3k | 32.00 | 164.56 |
|
|
| Nexstar Media Group Common Stock (NXST) | 0.0 | $5.2k | 29.00 | 180.83 |
|
|
| Carnival Corp Common Stock | 0.0 | $5.2k | 200.00 | 25.88 |
|
|
| Home BancShares (HOMB) | 0.0 | $5.1k | 191.00 | 26.93 |
|
|
| Cohen & Steers (CNS) | 0.0 | $5.1k | 82.00 | 62.55 |
|
|
| Keysight Technologies (KEYS) | 0.0 | $5.1k | 18.00 | 282.39 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $5.0k | 59.00 | 85.24 |
|
|
| Wingstop (WING) | 0.0 | $5.0k | 32.00 | 154.97 |
|
|
| Oklo Com Cl A (OKLO) | 0.0 | $5.0k | 100.00 | 49.59 |
|
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.0 | $4.9k | 69.00 | 71.72 |
|
|
| First Solar (FSLR) | 0.0 | $4.9k | 25.00 | 197.28 |
|
|
| Nordson Corporation (NDSN) | 0.0 | $4.8k | 18.00 | 266.89 |
|
|
| Jack Henry & Associates (JKHY) | 0.0 | $4.7k | 30.00 | 158.03 |
|
|
| Broadridge Financial Solutions (BR) | 0.0 | $4.7k | 29.00 | 163.45 |
|
|
| Garmin SHS (GRMN) | 0.0 | $4.6k | 20.00 | 232.00 |
|
|
| Chesapeake Utilities Corporation (CPK) | 0.0 | $4.6k | 36.00 | 127.06 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $4.6k | 23.00 | 198.30 |
|
|
| Wabtec Corporation (WAB) | 0.0 | $4.5k | 18.00 | 249.89 |
|
|
| Bank Ozk (OZK) | 0.0 | $4.5k | 98.00 | 45.89 |
|
|
| Steris Shs Usd (STE) | 0.0 | $4.4k | 20.00 | 221.15 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $4.4k | 3.00 | 1472.33 |
|
|
| Domino's Pizza (DPZ) | 0.0 | $4.3k | 12.00 | 358.75 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $4.3k | 22.00 | 194.14 |
|
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $4.3k | 39.00 | 109.26 |
|
|
| Amgen (AMGN) | 0.0 | $4.2k | 12.00 | 351.83 |
|
|
| Booking Holdings (BKNG) | 0.0 | $4.2k | 1.00 | 4210.00 |
|
|
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.0 | $4.2k | 84.00 | 49.90 |
|
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $4.2k | 64.00 | 65.27 |
|
|
| Analog Devices (ADI) | 0.0 | $4.1k | 13.00 | 318.15 |
|
|
| Nrg Energy Com New (NRG) | 0.0 | $4.1k | 28.00 | 146.14 |
|
|
| Alcon Ord Shs (ALC) | 0.0 | $4.1k | 54.00 | 75.35 |
|
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $4.0k | 46.00 | 87.50 |
|
|
| Linde SHS (LIN) | 0.0 | $4.0k | 8.00 | 495.75 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $3.9k | 42.00 | 93.98 |
|
|
| Globe Life (GL) | 0.0 | $3.9k | 28.00 | 139.18 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $3.9k | 67.00 | 58.13 |
|
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $3.9k | 5.00 | 772.60 |
|
|
| Us Bancorp Com New (USB) | 0.0 | $3.8k | 73.00 | 52.53 |
|
|
| Hca Holdings (HCA) | 0.0 | $3.8k | 8.00 | 473.25 |
|
|
| Terreno Realty Corporation (TRNO) | 0.0 | $3.8k | 61.00 | 61.93 |
|
|
| Ufp Industries (UFPI) | 0.0 | $3.8k | 41.00 | 92.12 |
|
|
| Kinsale Cap Group (KNSL) | 0.0 | $3.8k | 11.00 | 341.64 |
|
|
| Welltower Inc Com reit (WELL) | 0.0 | $3.8k | 19.00 | 197.68 |
|
|
| Transunion (TRU) | 0.0 | $3.7k | 53.00 | 69.19 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $3.7k | 7.00 | 522.71 |
|
|
| Vanguard World Consum Dis Etf (VCR) | 0.0 | $3.6k | 10.00 | 359.00 |
|
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.0 | $3.6k | 46.00 | 78.02 |
|
|
| ABM Industries (ABM) | 0.0 | $3.6k | 93.00 | 38.52 |
|
|
| Progressive Corporation (PGR) | 0.0 | $3.6k | 18.00 | 198.22 |
|
|
| First Industrial Realty Trust (FR) | 0.0 | $3.6k | 61.00 | 58.34 |
|
|
| Ishares Core Msci Emkt (IEMG) | 0.0 | $3.5k | 50.00 | 69.76 |
|
|
| General Motors Company (GM) | 0.0 | $3.4k | 46.00 | 74.50 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $3.4k | 33.00 | 102.67 |
|
|
| Goldman Sachs (GS) | 0.0 | $3.4k | 4.00 | 846.00 |
|
|
| Landstar System (LSTR) | 0.0 | $3.4k | 21.00 | 160.33 |
|
|
| American Express Company (AXP) | 0.0 | $3.3k | 11.00 | 302.45 |
|
|
| Twist Bioscience Corp (TWST) | 0.0 | $3.3k | 70.00 | 47.51 |
|
|
| CSX Corporation (CSX) | 0.0 | $3.3k | 81.00 | 41.05 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $3.3k | 30.00 | 110.37 |
|
|
| Doordash Cl A (DASH) | 0.0 | $3.3k | 22.00 | 150.14 |
|
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $3.3k | 43.00 | 76.16 |
|
|
| Chord Energy Corporation Com New (CHRD) | 0.0 | $3.3k | 23.00 | 142.17 |
|
|
| Pitney Bowes (PBI) | 0.0 | $3.3k | 295.00 | 11.05 |
|
|
| Nextera Energy (NEE) | 0.0 | $3.3k | 35.00 | 92.89 |
|
|
| Inter Parfums (IPAR) | 0.0 | $3.2k | 35.00 | 90.83 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $3.1k | 8.00 | 390.38 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $3.1k | 25.00 | 122.80 |
|
|
| Intuit (INTU) | 0.0 | $3.0k | 7.00 | 432.43 |
|
|
| Howmet Aerospace (HWM) | 0.0 | $3.0k | 13.00 | 230.46 |
|
|
| Southern Company (SO) | 0.0 | $3.0k | 31.00 | 96.52 |
|
|
| Chubb (CB) | 0.0 | $2.9k | 9.00 | 326.89 |
|
|
| Blackrock (BLK) | 0.0 | $2.9k | 3.00 | 961.67 |
|
|
| Wells Fargo & Company (WFC) | 0.0 | $2.9k | 36.00 | 79.61 |
|
|
| Cbre Group Cl A (CBRE) | 0.0 | $2.8k | 21.00 | 135.48 |
|
|
| Cheniere Energy Com New (LNG) | 0.0 | $2.8k | 10.00 | 283.80 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $2.8k | 24.00 | 118.21 |
|
|
| Ishares Us Pwr Infra Etf (POWR) | 0.0 | $2.8k | 108.00 | 26.16 |
|
|
| Prudential Financial (PRU) | 0.0 | $2.7k | 28.00 | 97.68 |
|
|
| Northrop Grumman Corporation (NOC) | 0.0 | $2.7k | 4.00 | 682.25 |
|
|
| Power Integrations (POWI) | 0.0 | $2.7k | 53.00 | 51.21 |
|
|
| Morningstar (MORN) | 0.0 | $2.7k | 16.00 | 169.06 |
|
|
| PPG Industries (PPG) | 0.0 | $2.7k | 25.00 | 106.88 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $2.7k | 6.00 | 444.33 |
|
|
| Pepsi (PEP) | 0.0 | $2.6k | 17.00 | 155.29 |
|
|
| American Electric Power Company (AEP) | 0.0 | $2.6k | 20.00 | 131.10 |
|
|
| Moody's Corporation (MCO) | 0.0 | $2.6k | 6.00 | 436.33 |
|
|
| Simon Property (SPG) | 0.0 | $2.6k | 14.00 | 186.50 |
|
|
| Regency Centers Corporation (REG) | 0.0 | $2.6k | 34.00 | 76.41 |
|
|
| Pulte (PHM) | 0.0 | $2.6k | 22.00 | 117.86 |
|
|
| Mueller Wtr Prods Com Ser A (MWA) | 0.0 | $2.6k | 93.00 | 27.49 |
|
|
| Truist Financial Corp equities (TFC) | 0.0 | $2.5k | 55.00 | 45.96 |
|
|
| T. Rowe Price (TROW) | 0.0 | $2.5k | 28.00 | 90.14 |
|
|
| Rockwell Automation (ROK) | 0.0 | $2.5k | 7.00 | 358.86 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $2.5k | 20.00 | 125.45 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $2.5k | 6.00 | 416.67 |
|
|
| Kinder Morgan (KMI) | 0.0 | $2.4k | 73.00 | 33.53 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $2.4k | 22.00 | 109.73 |
|
|
| Servicenow (NOW) | 0.0 | $2.4k | 23.00 | 104.57 |
|
|
| Iron Mountain (IRM) | 0.0 | $2.4k | 23.00 | 103.00 |
|
|
| Lowe's Companies (LOW) | 0.0 | $2.4k | 10.00 | 236.30 |
|
|
| Ishares Tr Us Home Cons Etf (ITB) | 0.0 | $2.3k | 26.00 | 90.23 |
|
|
| Norfolk Southern (NSC) | 0.0 | $2.3k | 8.00 | 287.00 |
|
|
| Nasdaq Omx (NDAQ) | 0.0 | $2.3k | 27.00 | 84.89 |
|
|
| Chemed Corp Com Stk (CHE) | 0.0 | $2.3k | 6.00 | 377.67 |
|
|
| Consolidated Edison (ED) | 0.0 | $2.3k | 20.00 | 113.20 |
|
|
| Gaming & Leisure Pptys (GLPI) | 0.0 | $2.3k | 51.00 | 44.37 |
|
|
| Deere & Company (DE) | 0.0 | $2.3k | 4.00 | 565.00 |
|
|
| Acuity Brands (AYI) | 0.0 | $2.2k | 8.00 | 280.25 |
|
|
| Clearway Energy CL C (CWEN) | 0.0 | $2.2k | 57.00 | 39.30 |
|
|
| CRH Ord (CRH) | 0.0 | $2.2k | 21.00 | 105.52 |
|
|
| Qualcomm (QCOM) | 0.0 | $2.2k | 17.00 | 128.76 |
|
|
| United Rentals (URI) | 0.0 | $2.2k | 3.00 | 728.67 |
|
|
| Essential Properties Realty reit (EPRT) | 0.0 | $2.1k | 70.00 | 30.67 |
|
|
| Workday Cl A (WDAY) | 0.0 | $2.1k | 16.00 | 129.94 |
|
|
| DTE Energy Company (DTE) | 0.0 | $2.1k | 14.00 | 147.36 |
|
|
| American Intl Group Com New (AIG) | 0.0 | $2.0k | 27.00 | 75.26 |
|
|
| Pool Corporation (POOL) | 0.0 | $2.0k | 10.00 | 202.30 |
|
|
| Apollo Global Mgmt (APO) | 0.0 | $2.0k | 18.00 | 111.44 |
|
|
| Proto Labs (PRLB) | 0.0 | $2.0k | 35.00 | 57.03 |
|
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $2.0k | 72.00 | 27.46 |
|
|
| Nebius Group Shs Class A (NBIS) | 0.0 | $2.0k | 19.00 | 103.74 |
|
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $2.0k | 15.00 | 131.33 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $2.0k | 17.00 | 115.00 |
|
|
| Regions Financial Corporation (RF) | 0.0 | $2.0k | 74.00 | 26.38 |
|
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $1.9k | 50.00 | 38.42 |
|
|
| Allstate Corporation (ALL) | 0.0 | $1.9k | 9.00 | 208.44 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $1.9k | 17.00 | 109.12 |
|
|
| Textron (TXT) | 0.0 | $1.8k | 21.00 | 87.57 |
|
|
| Waste Management (WM) | 0.0 | $1.8k | 8.00 | 229.75 |
|
|
| Rambus (RMBS) | 0.0 | $1.8k | 21.00 | 86.05 |
|
|
| Lpl Financial Holdings (LPLA) | 0.0 | $1.8k | 6.00 | 300.83 |
|
|
| D.R. Horton (DHI) | 0.0 | $1.8k | 13.00 | 137.23 |
|
|
| Innoviva (INVA) | 0.0 | $1.8k | 76.00 | 23.30 |
|
|
| Masco Corporation (MAS) | 0.0 | $1.8k | 29.00 | 60.38 |
|
|
| Allegion Ord Shs (ALLE) | 0.0 | $1.7k | 12.00 | 145.25 |
|
|
| Raymond James Financial (RJF) | 0.0 | $1.7k | 12.00 | 144.75 |
|
|
| FactSet Research Systems (FDS) | 0.0 | $1.7k | 8.00 | 217.00 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $1.7k | 11.00 | 157.27 |
|
|
| Hyatt Hotels Corp Com Cl A (H) | 0.0 | $1.7k | 12.00 | 143.75 |
|
|
| Fortive (FTV) | 0.0 | $1.7k | 31.00 | 55.29 |
|
|
| Spdr Series Trust Sp Kensho Newec (KOMP) | 0.0 | $1.6k | 27.00 | 59.07 |
|
|
| Synopsys (SNPS) | 0.0 | $1.6k | 4.00 | 396.50 |
|
|
| Neurocrine Biosciences (NBIX) | 0.0 | $1.6k | 12.00 | 131.75 |
|
|
| United Parcel Svcs CL B (UPS) | 0.0 | $1.6k | 16.00 | 98.38 |
|
|
| Trimble Navigation (TRMB) | 0.0 | $1.6k | 24.00 | 65.25 |
|
|
| Vaneck Etf Trust Energy Incme Et (EINC) | 0.0 | $1.5k | 13.00 | 118.69 |
|
|
| Gra (GGG) | 0.0 | $1.5k | 18.00 | 84.67 |
|
|
| Ishares Ethereum Tr SHS (ETHA) | 0.0 | $1.4k | 90.00 | 15.83 |
|
|
| Owens Corning (OC) | 0.0 | $1.4k | 13.00 | 109.00 |
|
|
| Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD) | 0.0 | $1.4k | 20.00 | 70.70 |
|
|
| DNP Select Income Fund (DNP) | 0.0 | $1.4k | 137.00 | 10.30 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $1.4k | 11.00 | 126.27 |
|
|
| O'reilly Automotive (ORLY) | 0.0 | $1.4k | 15.00 | 92.33 |
|
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $1.4k | 23.00 | 58.78 |
|
|
| Employers Holdings (EIG) | 0.0 | $1.3k | 32.00 | 41.12 |
|
|
| Schneider National CL B (SNDR) | 0.0 | $1.3k | 49.00 | 26.47 |
|
|
| Microchip Technology (MCHP) | 0.0 | $1.3k | 20.00 | 64.60 |
|
|
| MetLife (MET) | 0.0 | $1.3k | 18.00 | 70.72 |
|
|
| Silgan Holdings (SLGN) | 0.0 | $1.2k | 31.00 | 38.81 |
|
|
| RPM International (RPM) | 0.0 | $1.2k | 12.00 | 99.42 |
|
|
| Ford Motor Company (F) | 0.0 | $1.2k | 102.00 | 11.54 |
|
|
| Anthem (ELV) | 0.0 | $1.2k | 4.00 | 292.75 |
|
|
| TransDigm Group Incorporated (TDG) | 0.0 | $1.2k | 1.00 | 1159.00 |
|
|
| Ishares Tr Esg Select Scre (XJH) | 0.0 | $1.1k | 25.00 | 45.36 |
|
|
| WSFS Financial Corporation (WSFS) | 0.0 | $1.1k | 16.00 | 66.94 |
|
|
| Carrier Global Corporation (CARR) | 0.0 | $1.1k | 19.00 | 56.32 |
|
|
| Cigna Corp (CI) | 0.0 | $1.1k | 4.00 | 266.75 |
|
|
| Fiserv (FISV) | 0.0 | $1.1k | 19.00 | 55.79 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $1.0k | 15.00 | 69.33 |
|
|
| Weyerhaeuser Com New (WY) | 0.0 | $1.0k | 42.00 | 24.40 |
|
|
| Boeing Company (BA) | 0.0 | $995.000000 | 5.00 | 199.00 |
|
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $858.000000 | 12.00 | 71.50 |
|
|
| Kraft Heinz (KHC) | 0.0 | $795.000500 | 35.00 | 22.71 |
|
|
| Spdr Series Trust Sp O&g Eqp Serv (XES) | 0.0 | $733.000200 | 6.00 | 122.17 |
|
|
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $655.997400 | 87.00 | 7.54 |
|
|
| Spdr Series Trust St Str Sp Regbnk (KRE) | 0.0 | $652.000000 | 10.00 | 65.20 |
|
|
| Spdr Series Trust St Str Sp Bank (KBE) | 0.0 | $596.000000 | 10.00 | 59.60 |
|
|
| Uniti Group Com Shs (UNIT) | 0.0 | $535.002000 | 57.00 | 9.39 |
|
|
| Manchester Utd Ord Cl A (MANU) | 0.0 | $421.000000 | 25.00 | 16.84 |
|
|
| Viatris (VTRS) | 0.0 | $391.998800 | 29.00 | 13.52 |
|
|
| Dole Ord Shs (DOLE) | 0.0 | $375.999000 | 26.00 | 14.46 |
|
|
| Astera Labs (ALAB) | 0.0 | $329.000100 | 3.00 | 109.67 |
|
|
| Ishares Tr Core 60 Bala Etf (AOR) | 0.0 | $322.000000 | 5.00 | 64.40 |
|
|
| American Airls (AAL) | 0.0 | $269.000000 | 25.00 | 10.76 |
|
|
| Snap Cl A (SNAP) | 0.0 | $230.000000 | 50.00 | 4.60 |
|
|
| World Fds Tr T Rex Target Etf (BTCL) | 0.0 | $229.999500 | 15.00 | 15.33 |
|
|
| Bullish Ord Shs (BLSH) | 0.0 | $179.000000 | 5.00 | 35.80 |
|
|
| Entrepreneurshares Series Tr Ersh Pri Pub Etf (XOVR) | 0.0 | $169.000000 | 10.00 | 16.90 |
|
|
| Amplify Etf Tr Altrntv Harv Etf (MJ) | 0.0 | $115.000000 | 5.00 | 23.00 |
|
|
| Bitmine Immersion Techs Com New (BMNR) | 0.0 | $99.000000 | 5.00 | 19.80 |
|
|
| Westport Fuel Systems (WPRT) | 0.0 | $81.999000 | 45.00 | 1.82 |
|
|
| Versant Media Group Com Cl A (VSNT) | 0.0 | $74.000000 | 2.00 | 37.00 |
|
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.0 | $26.000000 | 1.00 | 26.00 |
|
|
| The Beachbody Company Com Cl A New (BODI) | 0.0 | $11.000000 | 1.00 | 11.00 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.0 | $0 | 0 | 0.00 |
|
|
| Eaton Vance Risk Managed Diversified (ETJ) | 0.0 | $0 | 0 | 0.00 |
|
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 2026 Q2 filed Aug. 13, 2026
- CBIZ Investment Advisory Services 2026 Q1 filed May 12, 2026
- CBIZ Investment Advisory Services 2025 Q4 filed Feb. 9, 2026
- 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