Cypress Advisory Group LLC Portfolio Holdings by Sector
Cypress Advisory Group LLC
- $109 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SHV SHY SGOL 3 stocks |
$23.8 Million
22.07% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CHKP ADBE VRSN 4 stocks |
$9.06 Million
8.39% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
CMI AME ROK PH AOS NDSN OTIS 7 stocks |
$8.38 Million
7.77% of portfolio
|
7
|
- |
7
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX ROST 2 stocks |
$8.34 Million
7.73% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT NOC GD 3 stocks |
$6 Million
5.56% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH ELV CI 3 stocks |
$5.55 Million
5.14% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$5.27 Million
4.88% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN FISV 2 stocks |
$4.77 Million
4.42% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$3.96 Million
3.67% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.49 Million
3.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$3.29 Million
3.05% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO MSI 2 stocks |
$3.18 Million
2.94% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
WAT A DHR TMO ICLR 5 stocks |
$2.64 Million
2.44% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$2.48 Million
2.3% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ULTA TSCO 2 stocks |
$2.17 Million
2.01% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$2.11 Million
1.96% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
ALLE 1 stocks |
$2.04 Million
1.89% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
SAP CRM ADSK 3 stocks |
$1.89 Million
1.75% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
FTV KEYS 2 stocks |
$1.57 Million
1.46% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.52 Million
1.41% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
WRB 1 stocks |
$1.43 Million
1.32% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$968,879
0.9% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$818,483
0.76% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NXPI 1 stocks |
$680,709
0.63% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
LFUS 1 stocks |
$639,790
0.59% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
PRU 1 stocks |
$473,172
0.44% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
FND 1 stocks |
$458,520
0.42% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
BROS 1 stocks |
$330,256
0.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
CHRW 1 stocks |
$313,060
0.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$283,866
0.26% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|