Cypress Advisory Group LLC Portfolio Holdings

Cypress Advisory Group LLC

  • $110 Billion
  • Q1 2025

Cypress Advisory Group LLC has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $110 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $25B, Berkshire Hathaway Inc Class B with a value of $6.19B, Microsoft Corp with a value of $6B, Tjx Companies Inc with a value of $4.32B, and Ross Stores, Inc. with a value of $3.47B.

Examining the 13F form we can see an increase of $918M in the current position value, from $109B to 110B.

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 $110 Billion
ETFs: $27.3 Billion
Technology: $24.8 Billion
Industrials: $16.8 Billion
Financial Services: $12.6 Billion
Consumer Cyclical: $11.6 Billion
Healthcare: $10.2 Billion
Consumer Defensive: $4.15 Billion
Communication Services: $2.06 Billion
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$25 Billion 22.81% of portfolio
226,356
Q1 2025 Added 16.28%
$648B
$6.19 Billion 5.65% of portfolio
11,627
Q4 2024 New
$3.56T
$6 Billion 5.47% of portfolio
15,985
Q4 2024 New
$143B
$4.32 Billion 3.94% of portfolio
35,437
Q4 2024 New
$44.8B
$3.47 Billion 3.16% of portfolio
27,138
Q1 2025 Added 1.17%
$585B
$3.12 Billion 2.85% of portfolio
8,910
Q4 2024 New
$3.14T
$3.1 Billion 2.82% of portfolio
13,936
Q4 2024 New
$126B
$3 Billion 2.74% of portfolio
6,712
Q1 2025 Reduced 0.52%
$44.4B
$2.75 Billion 2.51% of portfolio
8,770
Q4 2024 New
$24.8B
$2.52 Billion 2.3% of portfolio
14,761
Q1 2025 Added 0.7%
$79.5B
$2.38 Billion 2.17% of portfolio
10,785
Q4 2024 New
$12B
$2.33 Billion 2.13% of portfolio
17,892
Q1 2025 Added 14.85%
$197B
$2.27 Billion 2.07% of portfolio
7,274
Q4 2024 New
$77.6B
$1.93 Billion 1.76% of portfolio
3,764
Q1 2025 Reduced 5.12%
$0
$1.93 Billion 1.76% of portfolio
23,380
Q1 2025 Reduced 6.69%
$19.4B
$1.77 Billion 1.62% of portfolio
24,910
Q1 2025 Added 2.15%
$27.5B
$1.75 Billion 1.6% of portfolio
7,682
Q4 2024 New
$95.4B
$1.7 Billion 1.55% of portfolio
5,157
Q4 2024 New
$268B
$1.66 Billion 1.52% of portfolio
26,920
Q1 2025 Reduced 1.46%
$993B
$1.6 Billion 1.46% of portfolio
10,340
Q1 2025 Reduced 21.79%
$342B
$1.53 Billion 1.4% of portfolio
5,718
Q4 2024 New
$90B
$1.53 Billion 1.4% of portfolio
3,517
Q1 2025 Reduced 27.24%
$67.8B
$1.48 Billion 1.35% of portfolio
3,375
Q4 2024 New
$40.3B
$1.4 Billion 1.28% of portfolio
8,125
Q4 2024 New
$2.19T
$1.32 Billion 1.2% of portfolio
6,917
Q4 2024 New
$37B
$1.28 Billion 1.16% of portfolio
4,936
Q1 2025 Added 5.52%
$543B
$1.19 Billion 1.09% of portfolio
2,178
Q4 2024 New
$24.2B
$1.04 Billion 0.95% of portfolio
2,839
Q4 2024 New
$83.8B
$979 Million 0.89% of portfolio
1,610
Q4 2024 New
$20.4B
$977 Million 0.89% of portfolio
2,652
Q4 2024 New
$77.2B
$887 Million 0.81% of portfolio
3,253
Q4 2024 New
$398B
$876 Million 0.8% of portfolio
5,280
Q1 2025 Reduced 6.71%
$24.6B
$865 Million 0.79% of portfolio
11,820
Q1 2025 Reduced 14.04%
$75.6B
$848 Million 0.77% of portfolio
13,354
Q1 2025 Added 4.3%
$433B
$837 Million 0.76% of portfolio
885
Q1 2025 Reduced 37.68%
$256B
$790 Million 0.72% of portfolio
9,000
Q4 2024 New
$16.1B
$780 Million 0.71% of portfolio
3,485
Q1 2025 New
$34.4B
$773 Million 0.7% of portfolio
6,605
Q1 2025 Added 8.46%
$55.2B
$699 Million 0.64% of portfolio
10,660
Q1 2025 New
$178B
$702 Million 0.64% of portfolio
1,830
Q1 2025 Added 22.0%
$8.02B
$699 Million 0.64% of portfolio
10,700
Q1 2025 Added 7.86%
$11.6B
$672 Million 0.61% of portfolio
3,840
Q1 2025 Added 273.9%
$55.9B
$622 Million 0.57% of portfolio
3,275
Q4 2024 New
$142B
$614 Million 0.56% of portfolio
2,995
Q1 2025 Added 87.19%
$12.2B
$607 Million 0.55% of portfolio
3,007
Q1 2025 Added 12.96%
$5.49B
$534 Million 0.49% of portfolio
2,715
Q4 2024 New
$28.7B
$505 Million 0.46% of portfolio
3,370
Q4 2024 New
$1.08T
$458 Million 0.42% of portfolio
2,930
Q1 2025 Reduced 29.23%
$7.93B
$420 Million 0.38% of portfolio
5,218
Q1 2025 Added 13.46%

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $110 Billion
  • Prior Value $109 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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