Cypress Capital Group Inc

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Cypress Capital Group Inc
CRD #121923
SEC #801-61733
CIK #0001341748, 0001729939, 0001964277, 0001140468, 0001633896, 0001964276
AUM $57.5 M (2025-05-14)
Employees 7 (29% Investors, 0% Brokers)
Phone561-659-5889
Address251 Royal Palm Way
Palm Beach, FL 33480
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
110088066044022002001200920172026
CIK Period
0001341748 0001729939 0001964277 0001140468 0001633896 0001964276
Sector Form 13F Holdings Value ($M)
Apple Inc 40.8
Lilly Eli & Co 40.6
Microsoft Corp 36.0
VISA Inc 24.9
J P Morgan Chase & Co 21.1
AbbVie Inc 20.1
Nvidia Corp 19.2
iShares Comex Gold Trust 16.3
Amazon Com Inc 15.9
Lockheed Martin Corp 15.2
Broadcom Inc 15.1
Exxon Mobil Corp 14.2
Wal Mart Stores Inc 13.8
TJX Companies Inc /DE/ 11.8
Johnson & Johnson 11.3
Abbott Laboratories 10.3
Mastercard Inc 10.2
CME Group Inc 9.6
Philip Morris International Inc 9.1
Home Depot Inc 8.6
Costco Wholesale Corp /NEW 8.2
BlackRock Inc 8.2
3M Co 7.5
Alphabet Inc 7.5
Alphabet Inc 7.3
Phillips 66 7.0
 
 
 
 
 
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 11 1.2
(b) Individuals (high net worth individuals) 38 55.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 5 1.0
(n) Other 0 0.0
Total 52 57.5
By Discretionary
Discretionary 50 57.0
Non-Discretionary 2 0.5
Total 52 57.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 57.5
Total 52 57.5
EDGAR Form CIK 2011 - 2025
13F-HR [0001140468]
13F-HR [0001341748]
13F-HR [0001633896]
13F-HR [0001729939]
13F-NT [0001964276]
13F-NT [0001964277]
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