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 Market Cap. of $10 Billions to $200 Billions
