CI

CBIZ Investment Advisory Services, LLC

13F
CBIZ Investment Advisory Services, LLC
Last update 2025-06-03 624 Stocks (166 new)
Value $2.04 Bil Turnover 4 %
Countries:
Top Holdings: BND(24.22%)VTV(16.94%)VEU(16.72%)VUG(15.77%)QQQ(9.40%)
Summary Stock Picks Current Portfolio
CBIZ Investment Advisory Servi... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BND
Vanguard Total Bond Market ETF
6,734,159
494,624.0
+7.41%
24.220
+1.67%
0.390
+0.98%
+3.40%
127,600.9
 
VTV
Vanguard Value ETF
2,002,853
345,972.8
+1.73%
16.940
+0.29%
0.260
+9.57%
+7.46%
135,011.0
 
VEU
Vanguard FTSE All-World ex-US ETF
5,626,970
341,332.0
+1.26%
16.720
+0.21%
0.870
+11.97%
+20.86%
45,141.4
 
VUG
Vanguard Growth ETF
868,218
321,952.7
+1.29%
15.770
+0.20%
0.240
+22.07%
+10.46%
166,080.2
 
QQQ
INVESCO QQQ Trust
409,205
191,888.3
+3.47%
9.400
+0.32%
0.060
+21.03%
+10.81%
360,250.4
 
VO
Vanguard Mid-Cap ETF
339,937
87,914.4
+2.16%
4.310
+0.09%
0.120
+13.58%
+9.73%
80,610.0
 
RSP
Invesco S&P 500 Equal Weight ETF
266,519
46,169.0
-0.04%
2.260
0%
0.070
+11.87%
+7.57%
74,989.8
 
TDG
TransDigm Group Inc
29,345
40,592.7
-0.84%
1.990
-0.02%
0.050
+16.90%
+26.19%
89,824.6
Aerospace & Defense
IVV
iShares Core S&P 500 ETF
50,030
28,111.9
+55.82%
1.380
+0.49%
0.010
+16.45%
+8.98%
642,461.0
 
VB
Vanguard Small Cap ETF
126,578
28,068.6
+0.51%
1.370
+0.01%
0.050
+14.26%
+2.80%
61,621.0
 

CBIZ Investment Advisory Services, LLC's Historical Top Holdings Breakdowns

CBIZ Investment Advisory Services, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BND
Vanguard Total Bond Market ETF
2025-03-31
Add
Add
+1.67%
●
71.17 ($72.57) 73.66
$72.94
0.51%
Add 7.41%
6,734,159
464,639
VTI
Vanguard Total Stock Market ETF
2025-03-31
Reduce
Reduce
-0.58%
●
271.18 ($290.53) 303.12
$312.30
7.49%
Reduce -60.79%
25,795
-39,992
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.49%
●
554.06 ($590.51) 615.85
$637.58
7.97%
Add 55.82%
50,030
17,922
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+0.32%
●
468.34 ($508.07) 539.52
$565.01
11.21%
Add 3.47%
409,205
13,729
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.29%
●
167.73 ($174.39) 179.21
$179.89
3.15%
Add 1.73%
2,002,853
34,061
VEU
Vanguard FTSE All-World ex-US ETF
2025-03-31
Add
Add
+0.21%
●
56.51 ($60.25) 62.98
$68.68
13.99%
Add 1.26%
5,626,970
70,048
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+0.20%
●
369.1 ($404.54) 427.61
$452.27
11.80%
Add 1.29%
868,218
11,097
VONV
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
2025-03-31
Reduce
Reduce
-0.19%
●
80.21 ($83.64) 86.14
$87.08
4.11%
Reduce -68.58%
20,983
-45,804
HYG
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
2025-03-31
Add
Add
+0.13%
●
78.51 ($79.37) 80.13
$80.44
1.35%
Add 10.76%
343,853
33,392
VO
Vanguard Mid-Cap ETF
2025-03-31
Add
Add
+0.09%
●
251.87 ($268.43) 277.95
$287.44
7.08%
Add 2.16%
339,937
7,177

CBIZ Investment Advisory Services, LLC Total Holding History ($B)

To

CBIZ Investment Advisory Services, LLC's Asset Allocation

To

CBIZ Investment Advisory Services, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

CBIZ Investment Advisory Services, LLC's Hypothetical Growth since 2025-03-31

CBIZ Investment Advisory Services, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

CBIZ Investment Advisory Services, LLC's Holdings Heat Map

Size field:

CBIZ Investment Advisory Services, LLC's Holdings Bubble Chart

CBIZ Investment Advisory Services, LLC News

  • 1

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