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 80.46% of CBIZ Investment Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: VTV (+$116M), VB (+$90M), BND (+$42M), VUG (+$33M), ESML, HYG, VCIT, VXUS, BSV, CEG.
- Started 5 new stock positions in BSCT, ESML, VSNT, SLF, ETJ.
- Reduced shares in these 10 stocks: VO (-$96M), TDG (-$34M), VEU, AAPL, GOOGL, IJH, IVV, NVDA, AMZN, MSFT.
- Sold out of its positions in AAON, ACVA, AGCO, AMN, AZZ, GOLF, A, ADC, AKAM, ALG.
- CBIZ Investment Advisory Services was a net buyer of stock by $141M.
- CBIZ Investment Advisory Services has $2.7B in assets under management (AUM), dropping by 3.52%.
- Central Index Key (CIK): 0001795934
Tip: Access up to 7 years of quarterly data
Positions held by CBIZ Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for CBIZ Investment Advisory Services
CBIZ Investment Advisory Services holds 415 positions in its portfolio as reported in the March 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 | +7% | 8.6M | 73.64 |
|
| Vanguard Index Fds Value Etf (VTV) | 19.4 | $530M | +28% | 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 | +9% | 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 | +259% | 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 | -52% | 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 | -2% | 58k | 655.89 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 1.3 | $35M | +7% | 441k | 79.56 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.2 | $33M | +8% | 401k | 82.75 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $11M | -2% | 169k | 64.08 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $7.2M | 22k | 320.81 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000idx (VONE) | 0.2 | $5.2M | -6% | 18k | 295.12 |
|
| Ishares Tr Esg Aware Msci (ESML) | 0.2 | $4.7M | NEW | 100k | 47.02 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $3.6M | -8% | 46k | 78.66 |
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| Apple (AAPL) | 0.1 | $3.6M | -21% | 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 | +1470% | 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 | -38% | 21k | 67.53 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $1.1M | +293% | 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 | -51% | 4.6k | 174.39 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $735k | -25% | 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 | -46% | 1.8k | 370.17 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $652k | -40% | 1.4k | 479.20 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $490k | -51% | 3.2k | 151.39 |
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| Broadcom (AVGO) | 0.0 | $483k | -38% | 1.6k | 309.55 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $480k | -17% | 3.9k | 124.31 |
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| Spdr Series Trust State Street Spd (SPYX) | 0.0 | $450k | 8.5k | 53.03 |
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| Wal-Mart Stores (WMT) | 0.0 | $439k | -25% | 3.5k | 124.46 |
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| Spdr Series Trust State Street Spd (SDY) | 0.0 | $379k | 2.6k | 145.94 |
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| Eli Lilly & Co. (LLY) | 0.0 | $373k | -30% | 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 | -46% | 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 | -20% | 405.00 | 709.16 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $273k | -29% | 2.1k | 132.90 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $272k | -77% | 945.00 | 287.56 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $254k | -55% | 2.8k | 90.53 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.0 | $242k | -25% | 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 | -34% | 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 | -81% | 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 Muni (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 | +761% | 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% | 2.2k | 50.20 |
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| Abbvie (ABBV) | 0.0 | $109k | -55% | 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 | -39% | 711.00 | 147.19 |
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| Home Depot (HD) | 0.0 | $90k | -46% | 272.00 | 328.89 |
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| At&t (T) | 0.0 | $88k | -22% | 3.0k | 28.99 |
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| Republic Services (RSG) | 0.0 | $88k | -10% | 400.00 | 219.02 |
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| Gilead Sciences (GILD) | 0.0 | $86k | -25% | 615.00 | 139.37 |
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| Illinois Tool Works (ITW) | 0.0 | $84k | -26% | 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 | NEW | 4.3k | 18.66 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $79k | -62% | 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 | -27% | 800.00 | 96.38 |
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| Costco Wholesale Corporation (COST) | 0.0 | $76k | -55% | 76.00 | 996.43 |
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| Select Sector Spdr Tr State Street Fin (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 | -2% | 375.00 | 182.18 |
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| McDonald's Corporation (MCD) | 0.0 | $68k | -42% | 218.00 | 310.79 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $64k | -43% | 106.00 | 604.39 |
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| PNC Financial Services (PNC) | 0.0 | $62k | -36% | 298.00 | 208.09 |
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| Travelers Companies (TRV) | 0.0 | $61k | -19% | 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 | -70% | 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 State Street Spd (BIL) | 0.0 | $55k | 599.00 | 91.71 |
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| Tesla Motors (TSLA) | 0.0 | $54k | -87% | 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 | -75% | 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 | -66% | 657.00 | 76.23 |
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| International Business Machines (IBM) | 0.0 | $49k | -50% | 204.00 | 242.17 |
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| Altria (MO) | 0.0 | $49k | -20% | 740.00 | 66.05 |
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| Spdr Series Trust State Street Spd (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 | -51% | 307.00 | 144.44 |
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| Marriott Intl Cl A (MAR) | 0.0 | $42k | -20% | 127.00 | 327.07 |
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| Johnson & Johnson (JNJ) | 0.0 | $40k | -75% | 163.00 | 244.44 |
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| Honeywell International (HON) | 0.0 | $40k | -75% | 175.00 | 226.03 |
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| Cummins (CMI) | 0.0 | $38k | -22% | 71.00 | 538.01 |
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| Cisco Systems (CSCO) | 0.0 | $38k | -54% | 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 | -83% | 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 | -16% | 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 | -34% | 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 | -86% | 80.00 | 357.68 |
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| Netflix (NFLX) | 0.0 | $28k | -74% | 290.00 | 96.15 |
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| Visa Com Cl A (V) | 0.0 | $28k | -74% | 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 | -43% | 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 | -63% | 134.00 | 165.45 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $21k | -78% | 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 | -73% | 69.00 | 283.12 |
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| Ge Vernova (GEV) | 0.0 | $19k | -72% | 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 | +40% | 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 | -69% | 618.00 | 28.72 |
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| General Mills (GIS) | 0.0 | $17k | -61% | 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 | -42% | 250.00 | 61.82 |
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| First Tr Exchng Traded Fd Vi Smith Unconstrai (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 | -17% | 168.00 | 83.71 |
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| 3M Company (MMM) | 0.0 | $14k | -3% | 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 | -63% | 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 | -86% | 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 | -54% | 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 | -68% | 52.00 | 209.02 |
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| salesforce (CRM) | 0.0 | $11k | -70% | 58.00 | 186.67 |
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| TJX Companies (TJX) | 0.0 | $11k | -81% | 67.00 | 159.70 |
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| Exelon Corporation (EXC) | 0.0 | $11k | -46% | 218.00 | 49.02 |
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| Intuitive Surgical Com New (ISRG) | 0.0 | $11k | -82% | 23.00 | 461.00 |
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| Advanced Micro Devices (AMD) | 0.0 | $10k | -90% | 50.00 | 203.44 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $9.3k | -83% | 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 State Street Spd (SLYG) | 0.0 | $9.0k | 93.00 | 96.62 |
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| Equinix (EQIX) | 0.0 | $8.8k | -72% | 9.00 | 980.22 |
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| W.W. Grainger (GWW) | 0.0 | $8.7k | -11% | 8.00 | 1090.75 |
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| Palo Alto Networks (PANW) | 0.0 | $8.7k | -72% | 54.00 | 160.31 |
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| Uber Technologies (UBER) | 0.0 | $8.6k | -81% | 120.00 | 71.93 |
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| Pfizer (PFE) | 0.0 | $8.5k | -81% | 303.00 | 28.12 |
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| LeMaitre Vascular (LMAT) | 0.0 | $8.5k | -84% | 78.00 | 109.17 |
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| ConocoPhillips (COP) | 0.0 | $8.4k | -55% | 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 | -75% | 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 | -79% | 24.00 | 329.46 |
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| Marsh & McLennan Companies (MRSH) | 0.0 | $7.8k | -77% | 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 | -95% | 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 | -95% | 29.00 | 243.07 |
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| Merck & Co (MRK) | 0.0 | $6.9k | -90% | 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 | -83% | 17.00 | 400.35 |
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| Travel Leisure Ord (TNL) | 0.0 | $6.8k | -81% | 98.00 | 69.19 |
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| Micron Technology (MU) | 0.0 | $6.8k | -89% | 20.00 | 338.00 |
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| Hamilton Lane Cl A (HLNE) | 0.0 | $6.7k | -79% | 67.00 | 99.94 |
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| Emerson Electric (EMR) | 0.0 | $6.7k | -82% | 51.00 | 131.02 |
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| Encompass Health Corp (EHC) | 0.0 | $6.7k | -84% | 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 | -47% | 46.00 | 135.98 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $6.2k | -97% | 29.00 | 213.93 |
|
| Vanguard Malvern Fds Core-plus Bd Etf (VPLS) | 0.0 | $6.1k | 79.00 | 77.28 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $6.1k | -17% | 84.00 | 72.46 |
|
| Quest Diagnostics Incorporated (DGX) | 0.0 | $6.1k | -29% | 31.00 | 195.97 |
|
| Six Flags Entertainment Corp (FUN) | 0.0 | $5.9k | 333.00 | 17.75 |
|
|
| Paccar (PCAR) | 0.0 | $5.9k | -19% | 51.00 | 115.51 |
|
| Applied Materials (AMAT) | 0.0 | $5.8k | -84% | 17.00 | 341.76 |
|
| Reliance Steel & Aluminum (RS) | 0.0 | $5.8k | 19.00 | 303.89 |
|
|
| Danaher Corporation (DHR) | 0.0 | $5.7k | -75% | 30.00 | 190.00 |
|
| Vanguard World Materials Etf (VAW) | 0.0 | $5.6k | 25.00 | 225.36 |
|
|
| Gfl Environmental Sub Vtg Shs (GFL) | 0.0 | $5.6k | 135.00 | 41.72 |
|
|
| Duke Energy Corp Com New (DUK) | 0.0 | $5.6k | -66% | 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 | -95% | 44.00 | 126.59 |
|
| S&p Global (SPGI) | 0.0 | $5.5k | -86% | 13.00 | 425.31 |
|
| Sun Life Financial (SLF) | 0.0 | $5.4k | NEW | 87.00 | 62.56 |
|
| Littelfuse (LFUS) | 0.0 | $5.4k | -89% | 16.00 | 339.38 |
|
| Air Lease Corp Cl A | 0.0 | $5.4k | -80% | 83.00 | 65.16 |
|
| Cadence Design Systems (CDNS) | 0.0 | $5.3k | -78% | 19.00 | 277.89 |
|
| Morgan Stanley Com New (MS) | 0.0 | $5.3k | -93% | 32.00 | 164.56 |
|
| Nexstar Media Group Common Stock (NXST) | 0.0 | $5.2k | -84% | 29.00 | 180.83 |
|
| Carnival Corp Common Stock (CCL) | 0.0 | $5.2k | -73% | 200.00 | 25.88 |
|
| Home BancShares (HOMB) | 0.0 | $5.1k | -85% | 191.00 | 26.93 |
|
| Cohen & Steers (CNS) | 0.0 | $5.1k | -81% | 82.00 | 62.55 |
|
| Keysight Technologies (KEYS) | 0.0 | $5.1k | -21% | 18.00 | 282.39 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $5.0k | -81% | 59.00 | 85.24 |
|
| Wingstop (WING) | 0.0 | $5.0k | -77% | 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 | -26% | 25.00 | 197.28 |
|
| Nordson Corporation (NDSN) | 0.0 | $4.8k | -57% | 18.00 | 266.89 |
|
| Jack Henry & Associates (JKHY) | 0.0 | $4.7k | -45% | 30.00 | 158.03 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $4.7k | -21% | 29.00 | 163.45 |
|
| Garmin SHS (GRMN) | 0.0 | $4.6k | -28% | 20.00 | 232.00 |
|
| Chesapeake Utilities Corporation (CPK) | 0.0 | $4.6k | -84% | 36.00 | 127.06 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $4.6k | -81% | 23.00 | 198.30 |
|
| Wabtec Corporation (WAB) | 0.0 | $4.5k | -14% | 18.00 | 249.89 |
|
| Bank Ozk (OZK) | 0.0 | $4.5k | -62% | 98.00 | 45.89 |
|
| Steris Shs Usd (STE) | 0.0 | $4.4k | -58% | 20.00 | 221.15 |
|
| Kla Corp Com New (KLAC) | 0.0 | $4.4k | -97% | 3.00 | 1472.33 |
|
| Domino's Pizza (DPZ) | 0.0 | $4.3k | 12.00 | 358.75 |
|
|
| Texas Instruments Incorporated (TXN) | 0.0 | $4.3k | -90% | 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 | -88% | 12.00 | 351.83 |
|
| Booking Holdings (BKNG) | 0.0 | $4.2k | -83% | 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 | -83% | 64.00 | 65.27 |
|
| Analog Devices (ADI) | 0.0 | $4.1k | -89% | 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 | -70% | 8.00 | 495.75 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $3.9k | -91% | 42.00 | 93.98 |
|
| Globe Life (GL) | 0.0 | $3.9k | 28.00 | 139.18 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $3.9k | -88% | 67.00 | 58.13 |
|
| Regeneron Pharmaceuticals (REGN) | 0.0 | $3.9k | -70% | 5.00 | 772.60 |
|
| Us Bancorp Com New (USB) | 0.0 | $3.8k | -16% | 73.00 | 52.53 |
|
| Hca Holdings (HCA) | 0.0 | $3.8k | -27% | 8.00 | 473.25 |
|
| Terreno Realty Corporation (TRNO) | 0.0 | $3.8k | -88% | 61.00 | 61.93 |
|
| Ufp Industries (UFPI) | 0.0 | $3.8k | -81% | 41.00 | 92.12 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $3.8k | -85% | 11.00 | 341.64 |
|
| Welltower Inc Com reit (WELL) | 0.0 | $3.8k | -91% | 19.00 | 197.68 |
|
| Transunion (TRU) | 0.0 | $3.7k | 53.00 | 69.19 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $3.7k | -53% | 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 | -26% | 46.00 | 78.02 |
|
| ABM Industries (ABM) | 0.0 | $3.6k | 93.00 | 38.52 |
|
|
| Progressive Corporation (PGR) | 0.0 | $3.6k | -84% | 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 | -79% | 46.00 | 74.50 |
|
| Abbott Laboratories (ABT) | 0.0 | $3.4k | -92% | 33.00 | 102.67 |
|
| Goldman Sachs (GS) | 0.0 | $3.4k | -96% | 4.00 | 846.00 |
|
| Landstar System (LSTR) | 0.0 | $3.4k | -88% | 21.00 | 160.33 |
|
| American Express Company (AXP) | 0.0 | $3.3k | -90% | 11.00 | 302.45 |
|
| Twist Bioscience Corp (TWST) | 0.0 | $3.3k | 70.00 | 47.51 |
|
|
| CSX Corporation (CSX) | 0.0 | $3.3k | -94% | 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 | -38% | 22.00 | 150.14 |
|
| Solstice Advanced Matls Com Shs (SOLS) | 0.0 | $3.3k | -74% | 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 | -93% | 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 | -92% | 25.00 | 122.80 |
|
| Intuit (INTU) | 0.0 | $3.0k | -89% | 7.00 | 432.43 |
|
| Howmet Aerospace (HWM) | 0.0 | $3.0k | -80% | 13.00 | 230.46 |
|
| Southern Company (SO) | 0.0 | $3.0k | -84% | 31.00 | 96.52 |
|
| Chubb (CB) | 0.0 | $2.9k | -89% | 9.00 | 326.89 |
|
| Blackrock (BLK) | 0.0 | $2.9k | -92% | 3.00 | 961.67 |
|
| Wells Fargo & Company (WFC) | 0.0 | $2.9k | -93% | 36.00 | 79.61 |
|
| Cbre Group Cl A (CBRE) | 0.0 | $2.8k | -58% | 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 | -50% | 24.00 | 118.21 |
|
| Ishares Us Power Infrast (POWR) | 0.0 | $2.8k | 108.00 | 26.16 |
|
|
| Prudential Financial (PRU) | 0.0 | $2.7k | -74% | 28.00 | 97.68 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $2.7k | -83% | 4.00 | 682.25 |
|
| Power Integrations (POWI) | 0.0 | $2.7k | -90% | 53.00 | 51.21 |
|
| Morningstar (MORN) | 0.0 | $2.7k | -33% | 16.00 | 169.06 |
|
| PPG Industries (PPG) | 0.0 | $2.7k | -70% | 25.00 | 106.88 |
|
| Ameriprise Financial (AMP) | 0.0 | $2.7k | -25% | 6.00 | 444.33 |
|
| Pepsi (PEP) | 0.0 | $2.6k | -96% | 17.00 | 155.29 |
|
| American Electric Power Company (AEP) | 0.0 | $2.6k | -82% | 20.00 | 131.10 |
|
| Moody's Corporation (MCO) | 0.0 | $2.6k | -71% | 6.00 | 436.33 |
|
| Simon Property (SPG) | 0.0 | $2.6k | -46% | 14.00 | 186.50 |
|
| Regency Centers Corporation (REG) | 0.0 | $2.6k | 34.00 | 76.41 |
|
|
| Pulte (PHM) | 0.0 | $2.6k | -58% | 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 | -71% | 55.00 | 45.96 |
|
| T. Rowe Price (TROW) | 0.0 | $2.5k | -67% | 28.00 | 90.14 |
|
| Rockwell Automation (ROK) | 0.0 | $2.5k | -50% | 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 | -96% | 6.00 | 416.67 |
|
| Kinder Morgan (KMI) | 0.0 | $2.4k | -51% | 73.00 | 33.53 |
|
| AFLAC Incorporated (AFL) | 0.0 | $2.4k | -72% | 22.00 | 109.73 |
|
| Servicenow (NOW) | 0.0 | $2.4k | -85% | 23.00 | 104.57 |
|
| Iron Mountain (IRM) | 0.0 | $2.4k | -61% | 23.00 | 103.00 |
|
| Lowe's Companies (LOW) | 0.0 | $2.4k | -96% | 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 | -83% | 8.00 | 287.00 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $2.3k | -20% | 27.00 | 84.89 |
|
| Chemed Corp Com Stk (CHE) | 0.0 | $2.3k | -91% | 6.00 | 377.67 |
|
| Consolidated Edison (ED) | 0.0 | $2.3k | -89% | 20.00 | 113.20 |
|
| Gaming & Leisure Pptys (GLPI) | 0.0 | $2.3k | 51.00 | 44.37 |
|
|
| Deere & Company (DE) | 0.0 | $2.3k | -92% | 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 | -85% | 21.00 | 105.52 |
|
| Qualcomm (QCOM) | 0.0 | $2.2k | -95% | 17.00 | 128.76 |
|
| United Rentals (URI) | 0.0 | $2.2k | -57% | 3.00 | 728.67 |
|
| Essential Properties Realty reit (EPRT) | 0.0 | $2.1k | -71% | 70.00 | 30.67 |
|
| Workday Cl A (WDAY) | 0.0 | $2.1k | -77% | 16.00 | 129.94 |
|
| DTE Energy Company (DTE) | 0.0 | $2.1k | -75% | 14.00 | 147.36 |
|
| American Intl Group Com New (AIG) | 0.0 | $2.0k | -95% | 27.00 | 75.26 |
|
| Pool Corporation (POOL) | 0.0 | $2.0k | 10.00 | 202.30 |
|
|
| Apollo Global Mgmt (APO) | 0.0 | $2.0k | -57% | 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 | -96% | 72.00 | 27.46 |
|
| Nebius Group Shs Class A (NBIS) | 0.0 | $2.0k | -85% | 19.00 | 103.74 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $2.0k | -57% | 15.00 | 131.33 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $2.0k | -84% | 17.00 | 115.00 |
|
| Regions Financial Corporation (RF) | 0.0 | $2.0k | -90% | 74.00 | 26.38 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $1.9k | +66% | 50.00 | 38.42 |
|
| Allstate Corporation (ALL) | 0.0 | $1.9k | -93% | 9.00 | 208.44 |
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $1.9k | -75% | 17.00 | 109.12 |
|
| Textron (TXT) | 0.0 | $1.8k | -83% | 21.00 | 87.57 |
|
| Waste Management (WM) | 0.0 | $1.8k | -90% | 8.00 | 229.75 |
|
| Rambus (RMBS) | 0.0 | $1.8k | 21.00 | 86.05 |
|
|
| Lpl Financial Holdings (LPLA) | 0.0 | $1.8k | -25% | 6.00 | 300.83 |
|
| D.R. Horton (DHI) | 0.0 | $1.8k | -89% | 13.00 | 137.23 |
|
| Innoviva (INVA) | 0.0 | $1.8k | 76.00 | 23.30 |
|
|
| Masco Corporation (MAS) | 0.0 | $1.8k | -46% | 29.00 | 60.38 |
|
| Allegion Ord Shs (ALLE) | 0.0 | $1.7k | 12.00 | 145.25 |
|
|
| Raymond James Financial (RJF) | 0.0 | $1.7k | -82% | 12.00 | 144.75 |
|
| FactSet Research Systems (FDS) | 0.0 | $1.7k | -50% | 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 | -51% | 31.00 | 55.29 |
|
| Spdr Series Trust State Street Spd (KOMP) | 0.0 | $1.6k | 27.00 | 59.07 |
|
|
| Synopsys (SNPS) | 0.0 | $1.6k | -85% | 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 | -85% | 16.00 | 98.38 |
|
| Trimble Navigation (TRMB) | 0.0 | $1.6k | -22% | 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 | +20% | 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 | -77% | 11.00 | 126.27 |
|
| O'reilly Automotive (ORLY) | 0.0 | $1.4k | -86% | 15.00 | 92.33 |
|
| Freeport Mcmoran CL B (FCX) | 0.0 | $1.4k | -84% | 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 | -82% | 20.00 | 64.60 |
|
| MetLife (MET) | 0.0 | $1.3k | -85% | 18.00 | 70.72 |
|
| Silgan Holdings (SLGN) | 0.0 | $1.2k | 31.00 | 38.81 |
|
|
| RPM International (RPM) | 0.0 | $1.2k | -78% | 12.00 | 99.42 |
|
| Ford Motor Company (F) | 0.0 | $1.2k | -85% | 102.00 | 11.54 |
|
| Anthem (ELV) | 0.0 | $1.2k | -95% | 4.00 | 292.75 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $1.2k | -99% | 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 | -57% | 19.00 | 56.32 |
|
| Cigna Corp (CI) | 0.0 | $1.1k | -55% | 4.00 | 266.75 |
|
| Fiserv (FISV) | 0.0 | $1.1k | -73% | 19.00 | 55.79 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $1.0k | -90% | 15.00 | 69.33 |
|
| Weyerhaeuser Com New (WY) | 0.0 | $1.0k | -56% | 42.00 | 24.40 |
|
| Boeing Company (BA) | 0.0 | $995.000000 | -95% | 5.00 | 199.00 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $858.000000 | -40% | 12.00 | 71.50 |
|
| Kraft Heinz (KHC) | 0.0 | $795.000500 | -93% | 35.00 | 22.71 |
|
| Spdr Series Trust State Street Spd (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 State Street Spd (KRE) | 0.0 | $652.000000 | 10.00 | 65.20 |
|
|
| Spdr Series Trust State Street Spd (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 | -69% | 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 60/40 Balan (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 | -83% | 50.00 | 4.60 |
|
| World Fds Tr T Rex Target Etf (BTCL) | 0.0 | $229.999500 | +200% | 15.00 | 15.33 |
|
| Bullish Ord Shs (BLSH) | 0.0 | $179.000000 | 5.00 | 35.80 |
|
|
| Entrepreneurshares Series Tr Ershares Private (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 Tecnologie 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 | NEW | 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 | NEW | 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 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
- CBIZ Investment Advisory Services 2022 Q3 filed Nov. 1, 2022