Cbiz Investment Advisory Services, LLC Top Holdings and 13F Report (2025) About Cbiz Investment Advisory Services, LLCInvestment ActivityCbiz Investment Advisory Services, LLC has $2.26 billion in total holdings as of June 30, 2025.Cbiz Investment Advisory Services, LLC owns shares of 741 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 3.00% 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 618 new stocks and bought additional shares in 330 stocks.Cbiz Investment Advisory Services, LLC sold shares of 137 stocks and completely divested from 27 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $514,325,650Vanguard Growth ETF $396,240,389Vanguard FTSE All-World ex-US ETF $370,297,944Vanguard Value ETF $363,561,234Invesco QQQ $232,595,633 Largest New Holdings this Quarter 302130109 - Expeditors International of Washington $23,764 HoldingG23773107 - Consolidated Water $19,783 Holding726503105 - Plains All American Pipeline $18,705 Holding962166104 - Weyerhaeuser $17,705 Holding971378104 - WillScot $15,810 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 251,114 shares (about $18.49M)Vanguard Growth ETF 35,565 shares (about $15.59M)Vanguard Value ETF 53,682 shares (about $9.49M)Invesco QQQ 12,343 shares (about $6.81M)iShares Core S&P 500 ETF 9,842 shares (about $6.11M) Largest Sales this Quarter Ares Capital 139 shares (about $∞T)iShares 1-3 Year Treasury Bond ETF 20 shares (about $∞T)Vanguard FTSE All-World ex-US ETF 118,221 shares (about $7.95M)Vanguard FTSE Developed Markets ETF 16,775 shares (about $956.34K)Vanguard Russell 1000 Value ETF 9,099 shares (about $775.33K) 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 PortfolioSectorBNDVanguard Total Bond Market ETF$514,325,650$18,489,524 ▲3.7%6,985,27322.8%ETFVUGVanguard Growth ETF$396,240,389$15,592,559 ▲4.1%903,78317.5%ETFVEUVanguard FTSE All-World ex-US ETF$370,297,944$7,946,812 ▼-2.1%5,508,74916.4%ETFVTVVanguard Value ETF$363,561,234$9,490,086 ▲2.7%2,056,53516.1%ETFQQQInvesco QQQ$232,595,633$6,810,441 ▲3.0%421,54810.3%FinanceVOVanguard Mid-Cap ETF$98,659,077$3,519,690 ▲3.7%352,5134.4%ETFRSPInvesco S&P 500 Equal Weight ETF$48,414,942$22,172 ▼0.0%266,3972.1%ETFTDGTransdigm Group$44,255,186$367,995 ▼-0.8%29,1032.0%AerospaceIVViShares Core S&P 500 ETF$37,174,287$6,110,859 ▲19.7%59,8721.6%ETFVBVanguard Small-Cap ETF$32,272,934$2,269,824 ▲7.6%136,1541.4%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$29,213,027$1,481,298 ▲5.3%362,2201.3%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$27,178,153$892,633 ▲3.4%327,7641.2%ETFVEAVanguard FTSE Developed Markets ETF$9,950,582$956,343 ▼-8.8%174,5410.4%ETFVTIVanguard Total Stock Market ETF$7,352,550$509,942 ▼-6.5%24,1220.3%ETFVONEVanguard Russell 1000 ETF$5,347,855$39,320 ▲0.7%19,0410.2%ETFAAPLApple$3,646,267$2,667 ▲0.1%17,7720.2%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$3,384,392$150,969 ▼-4.3%53,6010.1%ManufacturingVOEVanguard Mid-Cap Value ETF$2,635,8000.0%16,0270.1%ETFIJHiShares Core S&P Mid-Cap ETF$2,009,353$194,063 ▼-8.8%32,3980.1%ETFMSFTMicrosoft$1,111,419$107,958 ▲10.8%2,2340.0%Computer and TechnologyVONVVanguard Russell 1000 Value ETF$1,012,636$775,326 ▼-43.4%11,8840.0%ETFIWFiShares Russell 1000 Growth ETF$1,002,858$283,195 ▼-22.0%2,3620.0%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$920,9490.0%8,4020.0%FinanceDVYiShares Select Dividend ETF$879,997$368,414 ▼-29.5%6,6260.0%ETFBRK.BBerkshire Hathaway$837,963$51,492 ▲6.5%1,7250.0%FinanceAMZNAmazon.com$829,952$16,015 ▲2.0%3,7830.0%Retail/WholesaleNVDANVIDIA$772,001$106,494 ▲16.0%4,8860.0%Computer and TechnologyVOOVanguard S&P 500 ETF$638,148$97,432 ▼-13.2%1,1200.0%ETFAVGOBroadcom$575,644$68,372 ▼-10.6%2,0880.0%Computer and TechnologyGOOGLAlphabet$557,990$13,571 ▲2.5%3,1660.0%Computer and TechnologyEFAiShares MSCI EAFE ETF$551,9220.0%6,1740.0%FinanceIEFAiShares Core MSCI EAFE ETF$518,711$17,613 ▼-3.3%6,2140.0%ETFIJRiShares Core S&P Small-Cap ETF$495,792$22,407 ▼-4.3%4,5360.0%ETFSPYXSPDR S&P Fossil Fuel Reserves Free ETF$431,384$1,120 ▲0.3%8,4700.0%ETFLLYEli Lilly and Company$410,239$17,158 ▼-4.0%5260.0%MedicalBSVVanguard Short-Term Bond ETF$397,815$2,046 ▼-0.5%5,0550.0%ETFJPMJPMorgan Chase & Co.$386,471$9,568 ▼-2.4%1,3330.0%FinanceWMTWalmart$355,404$41,651 ▲13.3%3,6350.0%Retail/WholesaleTSLATesla$341,167$15,883 ▲4.9%1,0740.0%Auto/Tires/TrucksCBZCBIZ$318,249$3,514 ▲1.1%4,4380.0%Business ServicesBSXBoston Scientific$312,241$18,152 ▼-5.5%2,9070.0%MedicalMETAMeta Platforms$296,712$14,024 ▲5.0%4020.0%Computer and TechnologyBACBank of America$285,215$117,408 ▼-29.2%6,0270.0%FinanceSDYSPDR S&P Dividend ETF$268,7450.0%1,9800.0%ETFPKBKParke Bancorp$255,9900.0%12,5670.0%FinanceETNEaton$249,403$9,990 ▼-3.9%6990.0%IndustrialsADBEAdobe$240,252$16,636 ▲7.4%6210.0%Computer and TechnologyVNQVanguard Real Estate ETF$236,984$17,455 ▼-6.9%2,6610.0%ETFCMCanadian Imperial Bank of Commerce$217,5900.0%3,0720.0%FinanceMAMastercard$179,615$37,046 ▼-17.1%3200.0%Business ServicesCOSTCostco Wholesale$174,063$2,967 ▲1.7%1760.0%Retail/WholesalePRFInvesco RAFI US 1000 ETF$173,7300.0%4,1100.0%ETFBSCPInvesco BulletShares 2025 Corporate Bond ETF$172,283$45,516 ▼-20.9%8,3310.0%ETFABBVAbbVie$171,819$14,844 ▼-8.0%9260.0%MedicalDISWalt Disney$158,440$27,274 ▲20.8%1,2780.0%Consumer DiscretionaryVWOVanguard FTSE Emerging Markets ETF$157,8530.0%3,1920.0%ETFSAPSAP$145,9680.0%4800.0%Computer and TechnologyVGTVanguard Information Technology ETF$139,2090.0%2100.0%ETFVVisa$134,984$34,456 ▲34.3%3800.0%Business ServicesSCHXSchwab US Large-Cap ETF$133,7360.0%5,4720.0%ETFNFLXNetflix$128,556$44,191 ▲52.4%960.0%Consumer DiscretionaryHONHoneywell International$127,767$3,491 ▲2.8%5490.0%Multi-Sector ConglomeratesORCLOracle$123,488$33,877 ▼-21.5%5650.0%Computer and TechnologyTAT&T$122,003$6,772 ▲5.9%4,2160.0%Computer and TechnologyMCDMcDonald's$120,364$14,899 ▲14.1%4120.0%Retail/WholesaleRTXRTX$118,142$7,010 ▼-5.6%8090.0%AerospaceKMPRKemper$116,4950.0%1,8050.0%FinanceKOCocaCola$116,489$5,707 ▲5.2%1,6330.0%Consumer StaplesIUSViShares Core S&P U.S. Value ETF$116,3000.0%1,2290.0%ManufacturingVZVerizon Communications$116,050$7,702 ▲7.1%2,6820.0%Computer and TechnologyLAM RESEARCH CORP$114,241$5,951 ▲5.5%1,1710.0%COM NEWCVXChevron$113,484$17,316 ▼-13.2%7930.0%EnergyITWIllinois Tool Works$110,278$13,194 ▲13.6%4430.0%IndustrialsXLKTechnology Select Sector SPDR Fund$108,8890.0%4300.0%ETFFNDXSchwab Fundamental U.S. Large Company ETF$107,0430.0%4,3620.0%ETFIBMInternational Business Machines$105,342$12,983 ▲14.1%3570.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$104,396$1,235 ▲1.2%1690.0%FinanceHDHome Depot$102,195$23,809 ▼-18.9%2790.0%Retail/WholesaleXOMExxon Mobil$101,171$16,700 ▼-14.2%9390.0%EnergyRSGRepublic Services$99,384$247 ▲0.2%4030.0%Business ServicesVDEVanguard Energy ETF$99,058$476 ▲0.5%8320.0%ETFAPHAmphenol$95,973$35,025 ▼-26.7%9700.0%Computer and TechnologyTMUST-Mobile US$87,872$3,572 ▲4.2%3690.0%Computer and TechnologyJNJJohnson & Johnson$87,310$8,395 ▼-8.8%5720.0%MedicalGEGE Aerospace$86,998$8,494 ▲10.8%3380.0%AerospaceCEGConstellation Energy$85,949$79,487 ▲1,230.0%2660.0%EnergyKLACKLA$84,338$20,636 ▲32.4%940.0%Computer and TechnologyBSCRInvesco BulletShares 2027 Corporate Bond ETF$81,241$865 ▲1.1%4,1340.0%ETFLMTLockheed Martin$81,217$2,785 ▲3.6%1750.0%AerospaceBSCQInvesco BulletShares 2026 Corporate Bond ETF$80,726$839 ▲1.1%4,1360.0%ETFCSCOCisco Systems$80,342$12,072 ▲17.7%1,1580.0%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$78,4710.0%1,5610.0%ManufacturingVXUSVanguard Total International Stock ETF$78,0030.0%1,1290.0%ETFGLDSPDR Gold Shares$76,2080.0%2500.0%FinanceABTAbbott Laboratories$76,069$31,026 ▲68.9%5590.0%MedicalMSMorgan Stanley$75,783$46,061 ▲155.0%5380.0%FinancePRFZInvesco RAFI US 1500 Small-Mid ETF$72,7990.0%1,7900.0%ManufacturingPALANTIR TECHNOLOGIES INC$72,250$15,950 ▲28.3%5300.0%CL AFNDASchwab Fundamental U.S. Small Company ETF$71,3390.0%2,4900.0%ETFDEDeere & Company$71,162$6,100 ▲9.4%1400.0%IndustrialsShowing 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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