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CBIZ Investment Advisory Services, LLC
RIA/Wealth
CBIZ Investment Advisory Services, LLC is a RIA/Wealth based in Cleveland, OH led by James Andrew King, reporting $10.5B in AUM as of Q3 2025 with 98% ETF concentration, 94% concentrated in top 10 holdings, 22% allocation to BND, and minimal technology exposure.
PresidentJames Andrew King
- Portfolio Value
- $2.6B
- Positions
- 666
- Top Holding
- BND at 22.17%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in CBIZ Investment Advisory Services, LLC's portfolio (93.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $566.1M | 22.17% | +$46.6M Bought | — 7.6M shares | |
ETF ETF | $397.0M | 15.54% | -$36.5M Sold | — 827.7K shares | |
ETF ETF | $387.3M | 15.16% | +$3.7M Bought | — 2.1M shares | |
ETF ETF | $380.8M | 14.91% | -$12.4M Sold | — 5.3M shares | |
ETF ETF | $253.0M | 9.91% | -$172.9K Sold | — 421.3K shares | |
ETF ETF | $182.5M | 7.15% | +$79.0M Bought | — 621.3K shares | |
ETF ETF | $107.2M | 4.20% | +$107.0M Bought | — 2.0M shares | |
ETF ETF | $40.5M | 1.59% | -$10.0M Sold | — 213.5K shares | |
ETF ETF | $40.1M | 1.57% | +$27.4K Bought | — 59.9K shares | |
Aerospace & Defense Industrials | $38.3M | 1.50% | -$72.5K Sold | 0.05% 29.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in CBIZ Investment Advisory Services, LLC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for CBIZ Investment Advisory Services, LLC
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