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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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