Cbiz Investment Advisory Services, LLC Top Holdings and 13F Report (2025) About Cbiz Investment Advisory Services, LLCInvestment ActivityCbiz Investment Advisory Services, LLC has $346.25 million in total holdings as of March 31, 2025.Cbiz Investment Advisory Services, LLC owns shares of 376 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 7.19% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Cbiz Investment Advisory Services, LLC has purchased 477 new stocks and bought additional shares in 118 stocks.Cbiz Investment Advisory Services, LLC sold shares of 53 stocks and completely divested from 237 stocks this quarter.Largest Holdings Invesco QQQ $191,888,340Invesco S&P 500 Equal Weight ETF $46,169,034iShares Core S&P 500 ETF $26,010,913Vanguard Intermediate-Term Corporate Bond ETF $25,942,688Vanguard Total Bond Market ETF $14,340,745 Largest New Holdings this Quarter 78464A409 - SPDR Portfolio S&P 500 Growth ETF $2,069,286 Holding78464A821 - SPDR S&P 400 Mid Cap Growth ETF $492,890 Holding92204A504 - Vanguard Health Care ETF $349,179 Holding31609A305 - FIDELITY COVINGTON TRUST $282,807 Holding26441C204 - Duke Energy $282,117 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 14,183 shares (about $7.97M)Invesco QQQ 13,729 shares (about $6.44M)SPDR Portfolio S&P 500 Growth ETF 25,747 shares (about $2.07M)Vanguard Intermediate-Term Corporate Bond ETF 14,640 shares (about $1.20M)SPDR S&P 600 Small Cap Growth ETF 8,708 shares (about $722.76K) Largest Sales this Quarter CDW 10 shares (about $∞T)Vanguard Total Bond Market ETF 6,074,275 shares (about $446.16M)Vanguard FTSE All-World ex-US ETF 5,485,222 shares (about $332.73M)Vanguard Mid-Cap ETF 318,103 shares (about $82.27M)Vanguard Russell 1000 Value 45,740 shares (about $3.78M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCbiz Investment Advisory Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$191,888,340$6,437,935 ▲3.5%409,20555.4%FinanceRSPInvesco S&P 500 Equal Weight ETF$46,169,034$16,457 ▼0.0%266,51913.3%ETFIVViShares Core S&P 500 ETF$26,010,913$7,969,428 ▲44.2%46,2917.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$25,942,688$1,196,966 ▲4.8%317,3037.5%ETFBNDVanguard Total Bond Market ETF$14,340,745$446,155,491 ▼-96.9%195,2454.1%ETFVONEVanguard Russell 1000$4,798,2080.0%18,9011.4%ETFVEUVanguard FTSE All-World ex-US ETF$4,349,322$332,733,567 ▼-98.7%71,7001.3%ETFVOVanguard Mid-Cap ETF$3,790,593$82,267,790 ▼-95.6%14,6571.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$3,084,582$22,477 ▲0.7%55,9920.9%ManufacturingVOEVanguard Mid-Cap Value ETF$2,572,9750.0%16,0270.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$2,069,286$2,069,286 ▲New Holding25,7470.6%ETFVONVVanguard Russell 1000 Value$1,737,197$3,775,331 ▼-68.5%21,0470.5%ETFMTUMiShares MSCI USA Momentum Factor ETF$1,454,1230.0%7,1940.4%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$909,083$19,564 ▼-2.1%8,3640.3%FinanceSPYSPDR S&P 500 ETF Trust$875,264$542,843 ▲163.3%1,5640.3%FinanceSLYGSPDR S&P 600 Small Cap Growth ETF$730,483$722,764 ▲9,363.4%8,8010.2%ETFJPMJPMorgan Chase & Co.$682,933$376,055 ▲122.5%2,7840.2%FinanceIEFAiShares Core MSCI EAFE ETF$590,473$38,054 ▲6.9%7,8050.2%ETFMDYGSPDR S&P 400 Mid Cap Growth ETF$492,890$492,890 ▲New Holding6,2030.1%ETFGOOGLAlphabet$490,249$117,845 ▲31.6%3,1700.1%Computer and TechnologyNVDANVIDIA$484,517$183,076 ▲60.7%4,4700.1%Computer and TechnologyAVGOBroadcom$412,935$101,643 ▲32.7%2,4660.1%Computer and TechnologySPYXSPDR S&P Fossil Fuel Reserves Free ETF$386,511$1,007 ▲0.3%8,4480.1%ETFABBVAbbVie$385,234$191,046 ▲98.4%1,8390.1%MedicalCBZCBIZ$351,233$20,497 ▲6.2%4,6610.1%Business ServicesVHTVanguard Health Care ETF$349,179$349,179 ▲New Holding1,3190.1%ETFBSXBoston Scientific$310,307$404 ▼-0.1%3,0760.1%MedicalBACBank of America$296,069$23,107 ▼-7.2%7,1240.1%FinanceEFAiShares MSCI EAFE ETF$293,819$210,781 ▼-41.8%3,5950.1%FinanceUNHUnitedHealth Group$286,314$43,968 ▲18.1%5470.1%MedicalFIDELITY COVINGTON TRUST$282,807$282,807 ▲New Holding8,9780.1%ENHANCED LARGEDUKDuke Energy$282,117$282,117 ▲New Holding2,3130.1%UtilitiesORCLOracle$270,866$186,823 ▲222.3%1,9370.1%Computer and TechnologySDYSPDR S&P Dividend ETF$268,6460.0%1,9800.1%ETFTSLATesla$265,380$158,088 ▲147.3%1,0240.1%Auto/Tires/TrucksBLACKROCK ETF TRUST II$234,921$234,921 ▲New Holding4,7430.1%ISHARES HIGH YIEMETAMeta Platforms$234,670$128,838 ▲121.7%4080.1%Computer and TechnologyAAPLApple$234,569$3,551,188 ▼-93.8%1,0560.1%Computer and TechnologyGLDSPDR Gold Shares$231,953$159,918 ▲222.0%8050.1%FinancePLDPrologis$223,490$209,403 ▲1,486.5%1,9990.1%FinanceVGTVanguard Information Technology ETF$222,212$108,938 ▲96.2%4100.1%ETFADBEAdobe$221,680$17,642 ▲8.6%5780.1%Computer and TechnologyBSCPInvesco BulletShares 2025 Corporate Bond ETF$217,805$807 ▲0.4%10,5320.1%ETFMAMastercard$211,374$27,380 ▲14.9%3860.1%Business ServicesETNEaton$208,120$12,770 ▲6.5%7660.1%IndustrialsCMCanadian Imperial Bank of Commerce$172,9540.0%3,0720.0%FinancePRFInvesco FTSE RAFI US 1000 ETF$166,0850.0%4,1100.0%ETFCOSTCostco Wholesale$163,461$37,794 ▲30.1%1730.0%Retail/WholesaleKOCoca-Cola$161,100$70,369 ▲77.6%2,2390.0%Consumer StaplesNINiSource$147,852$147,852 ▲New Holding3,6880.0%UtilitiesXOMExxon Mobil$141,533$28,710 ▲25.4%1,1930.0%EnergyABTAbbott Laboratories$120,844$91,528 ▲312.2%9110.0%MedicalVZVerizon Communications$113,672$7,938 ▲7.5%2,5060.0%Computer and TechnologyRTXRTX$113,529$21,328 ▲23.1%8570.0%AerospaceTAT&T$112,744$12,753 ▲12.8%3,9870.0%Computer and TechnologyBRK.BBerkshire Hathaway$111,862$690,881 ▼-86.1%2100.0%FinanceXLKTechnology Select Sector SPDR Fund$109,434$109,434 ▲New Holding5300.0%ETFNADNuveen Quality Municipal Income Fund$107,839$107,839 ▲New Holding9,3610.0%Financial ServicesVDEVanguard Energy ETF$107,370$16,858 ▼-13.6%8280.0%ETFVVisa$104,852$66,628 ▲174.3%2990.0%Business ServicesCCitigroup$96,0490.0%1,3530.0%FinanceBSCRInvesco BulletShares 2027 Corporate Bond ETF$80,127$823 ▲1.0%4,0900.0%ETFMRKMerck & Co., Inc.$79,983$65,948 ▲469.9%8890.0%MedicalTTTrane Technologies$79,733$42,390 ▲113.5%2370.0%ConstructionBSCQInvesco BulletShares 2026 Corporate Bond ETF$79,723$818 ▲1.0%4,0930.0%ETFCMECME Group$72,055$12,186 ▼-14.5%2720.0%FinanceCMCSAComcast$71,837$23,995 ▲50.2%1,9520.0%Consumer DiscretionaryWELLWelltower$70,017$70,017 ▲New Holding4570.0%FinancePRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$67,7690.0%1,7900.0%ManufacturingCSCOCisco Systems$60,723$20,920 ▲52.6%9840.0%Computer and TechnologyNFLXNetflix$58,749$41,031 ▲231.6%630.0%Consumer DiscretionaryVPUVanguard Utilities ETF$58,184$512 ▲0.9%3410.0%ETFVDCVanguard Consumer Staples ETF$55,425$219 ▲0.4%2530.0%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$53,678$367 ▲0.7%5850.0%ETFBGRNiShares USD Green Bond ETF$50,595$332 ▲0.7%1,0680.0%ManufacturingETEnergy Transfer$49,135$539 ▲1.1%2,6430.0%EnergyWMWaste Management$47,691$47,691 ▲New Holding2060.0%Business ServicesXLEEnergy Select Sector SPDR Fund$46,912$46,912 ▲New Holding5020.0%ETFVLOValero Energy$46,877$1,056 ▲2.3%3550.0%EnergyEHCEncompass Health$45,694$405 ▼-0.9%4510.0%MedicalSPYDSPDR Portfolio S&P 500 High Dividend ETF$45,662$442 ▲1.0%1,0320.0%ETFVGSHVanguard Short-Term Treasury Index ETF$45,485$45,485 ▲New Holding7750.0%ETFENSGThe Ensign Group$45,213$648 ▼-1.4%3490.0%MedicalSPSMSPDR Portfolio S&P 600 Small Cap ETF$43,776$43,776 ▲New Holding1,0740.0%ETFMOAltria Group$43,543$1,682 ▲4.0%7250.0%Consumer StaplesBIZDVanEck BDC Income ETF$41,447$41,447 ▲New Holding2,4730.0%ETFISRGIntuitive Surgical$40,612$13,372 ▲49.1%820.0%MedicalAMTAmerican Tower$40,006$3,479 ▲9.5%1840.0%FinanceHALOHalozyme Therapeutics$38,2860.0%6000.0%MedicalNEENextEra Energy$36,854$25,940 ▲237.7%5200.0%UtilitiesBMYBristol-Myers Squibb$35,442$14,091 ▲66.0%5810.0%MedicalPALANTIR TECHNOLOGIES INC$34,857$18,905 ▲118.5%4130.0%CL ABLACKROCK INC$34,073$34,073 ▲New Holding360.0%COMUBERUber Technologies$33,953$10,055 ▲42.1%4660.0%Computer and TechnologyCHEChemed$33,272$1,232 ▼-3.6%540.0%MedicalMRNAModerna$33,255$1,361 ▲4.3%1,1730.0%MedicalSIVRAberdeen Standard Physical Silver Shares ETF$32,1850.0%9900.0%ETFGOOGAlphabet$31,2460.0%2000.0%Computer and TechnologyMPCMarathon Petroleum$31,178$29,284 ▲1,546.2%2140.0%EnergySPGIS&P Global$31,027$15,768 ▲103.3%610.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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