Cypress Advisory Group LLC Portfolio Holdings

Cypress Advisory Group LLC

  • $109 Billion
  • Q4 2024

Cypress Advisory Group LLC has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $109 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $21.4B, Microsoft Corp with a value of $6.74B, Berkshire Hathaway Inc Class B with a value of $5.27B, Tjx Companies Inc with a value of $4.28B, and Ross Stores, Inc. with a value of $4.06B.

Examining the 13F form we can see an increase of $109B in the current position value.

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 $109 Billion
Technology: $25.3 Billion
ETFs: $23.8 Billion
Industrials: $16.7 Billion
Consumer Cyclical: $13.8 Billion
Financial Services: $11.1 Billion
Healthcare: $9.29 Billion
Consumer Defensive: $4.6 Billion
Communication Services: $3.29 Billion
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.4 Billion 19.72% of portfolio
194,667
Q4 2024 New
$3.05T
$6.74 Billion 6.2% of portfolio
15,985
Q4 2024 New
$628B
$5.27 Billion 4.85% of portfolio
11,627
Q4 2024 New
$144B
$4.28 Billion 3.94% of portfolio
35,437
Q4 2024 New
$48.3B
$4.06 Billion 3.73% of portfolio
26,825
Q4 2024 New
$3.93T
$3.49 Billion 3.21% of portfolio
13,936
Q4 2024 New
$112B
$3.28 Billion 3.02% of portfolio
6,747
Q4 2024 New
$53.5B
$3.06 Billion 2.81% of portfolio
8,770
Q4 2024 New
$583B
$2.82 Billion 2.59% of portfolio
8,910
Q4 2024 New
$244B
$2.56 Billion 2.35% of portfolio
7,274
Q4 2024 New
$1.1T
$2.5 Billion 2.3% of portfolio
13,220
Q4 2024 New
$23.9B
$2.48 Billion 2.28% of portfolio
14,658
Q4 2024 New
$468B
$2.35 Billion 2.16% of portfolio
4,636
Q4 2024 New
$79.5B
$2.22 Billion 2.04% of portfolio
10,785
Q4 2024 New
$0
$2.05 Billion 1.89% of portfolio
25,055
Q4 2024 New
$11.1B
$2.04 Billion 1.87% of portfolio
15,579
Q4 2024 New
$91.8B
$1.78 Billion 1.64% of portfolio
4,834
Q4 2024 New
$265B
$1.62 Billion 1.49% of portfolio
27,320
Q4 2024 New
$71.1B
$1.56 Billion 1.44% of portfolio
3,375
Q4 2024 New
$2.31T
$1.52 Billion 1.4% of portfolio
6,917
Q4 2024 New
$42.3B
$1.46 Billion 1.35% of portfolio
8,125
Q4 2024 New
$27.6B
$1.43 Billion 1.32% of portfolio
7,682
Q4 2024 New
$16.1B
$1.43 Billion 1.31% of portfolio
24,385
Q4 2024 New
$89.9B
$1.42 Billion 1.31% of portfolio
5,157
Q4 2024 New
$342B
$1.41 Billion 1.3% of portfolio
5,718
Q4 2024 New
$34.8B
$1.34 Billion 1.23% of portfolio
4,678
Q4 2024 New
$467B
$1.3 Billion 1.2% of portfolio
1,420
Q4 2024 New
$18.9B
$1.23 Billion 1.14% of portfolio
2,839
Q4 2024 New
$542B
$1.15 Billion 1.06% of portfolio
2,178
Q4 2024 New
$28.9B
$1.03 Billion 0.95% of portfolio
13,750
Q4 2024 New
$89.3B
$1.02 Billion 0.94% of portfolio
1,610
Q4 2024 New
$22.5B
$984 Million 0.91% of portfolio
2,652
Q4 2024 New
$97.7B
$969 Million 0.89% of portfolio
12,804
Q4 2024 New
$6.41B
$938 Million 0.86% of portfolio
17,675
Q4 2024 New
$66.6B
$857 Million 0.79% of portfolio
3,253
Q4 2024 New
$405B
$818 Million 0.75% of portfolio
5,660
Q4 2024 New
$40B
$818 Million 0.75% of portfolio
6,090
Q4 2024 New
$282B
$813 Million 0.75% of portfolio
9,000
Q4 2024 New
$1.13T
$788 Million 0.73% of portfolio
4,140
Q4 2024 New
Kenvue Inc
-
$750 Million 0.69% of portfolio
-
Q4 2024 New
$60.1B
$681 Million 0.63% of portfolio
3,275
Q4 2024 New
$8.34B
$677 Million 0.62% of portfolio
9,920
Q4 2024 New
$216B
$667 Million 0.61% of portfolio
1,500
Q4 2024 New
$6.23B
$640 Million 0.59% of portfolio
2,715
Q4 2024 New
$12.6B
$557 Million 0.51% of portfolio
2,662
Q4 2024 New
$33B
$541 Million 0.5% of portfolio
3,370
Q4 2024 New
$41.6B
$473 Million 0.44% of portfolio
3,992
Q4 2024 New
$10.5B
$459 Million 0.42% of portfolio
4,599
Q4 2024 New
$149B
$367 Million 0.34% of portfolio
1,600
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $109 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 60 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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