Cypress Advisory Group LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $129 Billion distributed in 67 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $23.2B, Microsoft Corp with a value of $7.87B, Spdr Bloomberg 1 3 Month T Bil with a value of $7.56B, Berkshire Hathaway Inc Class B with a value of $5.64B, and Tjx Companies Inc with a value of $4.27B.
Examining the 13F form we can see an increase of $19.2B in the current position value, from $110B to 129B.
Cypress Advisory Group LLC is based out at Scottsdale, AZ
Below you can find more details about Cypress Advisory Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$129 Billion
ETFs: $33.2 Billion
Technology: $28.9 Billion
Industrials: $22.7 Billion
Financial Services: $12.4 Billion
Consumer Cyclical: $12.2 Billion
Healthcare: $11.9 Billion
Consumer Defensive: $4.26 Billion
Communication Services: $2.31 Billion
Other: $0
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions