Cypress Advisory Group LLC
RIA/Wealth
Cypress Advisory Group LLC is a RIA/Wealth based in Scottsdale, AZ led by Geoffrey Allen Grenert, managing $135.1M across 67 long positions as of Q3 2025 with 17% allocation to SHV.
Managing PartnerGeoffrey Allen Grenert
- Portfolio Value
- $135.1M
- Positions
- 67
- Top Holding
- SHV at 16.77%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Cypress Advisory Group LLC's portfolio (48.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $22.7M | 16.77% | -$601.2K Sold | — 205.1K shares | |
Software - Infrastructure Technology | $8.1M | 6.02% | -$51.8K Sold | 0.00% 15.7K shares | |
Insurance - Diversified Financial Services | $5.8M | 4.30% | -$26.6K Sold | 0.00% 11.5K shares | |
ETF ETF | $5.2M | 3.82% | -$2.4M Sold | — 56.3K shares | |
Apparel - Retail Consumer Cyclical | $5.0M | 3.70% | — | 0.00% 34.6K shares | |
Apparel - Retail Consumer Cyclical | $4.1M | 3.06% | — | 0.01% 27.1K shares | |
Security & Protection Services Industrials | $3.9M | 2.88% | — | 0.03% 22.0K shares | |
Industrial - Machinery Industrials | $3.7M | 2.72% | — | 0.01% 8.7K shares | |
Consumer Electronics Technology | $3.5M | 2.62% | +$5.3K Bought | 0.00% 13.9K shares | |
Aerospace & Defense Industrials | $3.3M | 2.42% | -$2.5K Sold | 0.00% 6.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Cypress Advisory Group LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+264.21% | |
+73.56% | |
+43.69% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-31.71% | |
-31.47% | |
-27.93% |
Analytics
Portfolio insights and performance metrics for Cypress Advisory Group LLC
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