Free Trial

Cypress Capital Advisors, LLC Top Holdings and 13F Report (2025)

About Cypress Capital Advisors, LLC

Investment Activity

  • Cypress Capital Advisors, LLC has $159.84 million in total holdings as of December 31, 2024.
  • Cypress Capital Advisors, LLC owns shares of 72 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
  • Approximately 14.33% of the portfolio was purchased this quarter.
  • About 8.96% of the portfolio was sold this quarter.
  • This quarter, Cypress Capital Advisors, LLC has purchased 74 new stocks and bought additional shares in 37 stocks.
  • Cypress Capital Advisors, LLC sold shares of 24 stocks and completely divested from 7 stocks this quarter.

Largest New Holdings this Quarter

922040845 - VANGUARD INSTL INDEX FD
$6,999,405 Holding
30303M102 - Meta Platforms
$284,165 Holding
17275R102 - Cisco Systems
$270,790 Holding
464287671 - iShares Core S&P U.S. Growth ETF
$200,483 Holding
375558103 - Gilead Sciences
$200,231 Holding

Largest Purchases this Quarter

VANGUARD INSTL INDEX FD
92,646 shares (about $7.00M)
Vanguard Total Stock Market ETF
8,848 shares (about $2.69M)
Vanguard Total International Stock ETF
35,625 shares (about $2.46M)
iShares Core S&P 500 ETF
3,067 shares (about $1.90M)
abrdn Physical Gold Shares ETF
51,350 shares (about $1.62M)

Largest Sales this Quarter

SPDR Bloomberg 1-3 Month T-Bill ETF
68,303 shares (about $6.27M)
iShares Treasury Floating Rate Bond ETF
62,654 shares (about $3.17M)
SPDR S&P 500 ETF Trust
417 shares (about $257.64K)
Vanguard Short-Term Treasury ETF
2,952 shares (about $173.52K)
Capital Group Core Equity ETF
4,649 shares (about $171.69K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCypress Capital Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$22,683,816$2,689,173 13.4%74,63514.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$12,669,465$1,904,300 17.7%20,4057.9%ETF
abrdn Physical Gold Shares ETF stock logo
SGOL
abrdn Physical Gold Shares ETF
$10,755,518$1,619,579 17.7%341,0126.7%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$9,446,927$257,643 -2.7%15,2905.9%Finance
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$8,071,370$2,461,331 43.9%116,8245.0%ETF
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$7,032,684$619,618 9.7%139,7874.4%Finance
VANGUARD INSTL INDEX FD
$6,999,405$6,999,405 New Holding92,6464.4%0-3 MO TREAS BIL
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$6,593,930$1,208,159 22.4%248,8284.1%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$6,010,143$995,397 19.8%147,8513.8%ETF
Apple Inc. stock logo
AAPL
Apple
$4,910,459$17,850 -0.4%23,9343.1%Computer and Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$4,865,946$1,403,598 40.5%166,5853.0%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$4,717,085$130,728 -2.7%42,8673.0%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$4,173,715$6,265,434 -60.0%45,5002.6%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$3,623,787$173,519 -4.6%61,6502.3%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$2,959,335$508,304 20.7%16,7441.9%ETF
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$2,569,965$17,925 0.7%25,5211.6%ETF
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$1,978,592$3,173,426 -61.6%39,0641.2%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$1,776,339$65,672 -3.6%44,9821.1%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,543,089$44,655 3.0%5,5981.0%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,506,326$53,060 3.7%5,1100.9%Computer and Technology
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$1,413,706$14,994 -1.0%37,2420.9%ETF
Visa Inc. stock logo
V
Visa
$1,412,034$22,723 1.6%3,9770.9%Business Services
Eaton Corporation, PLC stock logo
ETN
Eaton
$1,340,140$51,050 4.0%3,7540.8%Industrials
The Kroger Co. stock logo
KR
Kroger
$1,299,891$7,675 -0.6%18,1220.8%Retail/Wholesale
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,160,806$45,581 4.1%4,5840.7%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$1,137,294$6,682 -0.6%6,1270.7%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$1,123,633$13,198 1.2%3,0650.7%Retail/Wholesale
NetApp, Inc. stock logo
NTAP
NetApp
$1,047,813$590,500 129.1%9,8340.7%Computer and Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$1,030,800$4,620 0.5%6,4700.6%Consumer Staples
McDonald's Corporation stock logo
MCD
McDonald's
$1,003,604$1,753 -0.2%3,4350.6%Retail/Wholesale
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$972,757$3,663 0.4%6,1080.6%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$953,781$9,493 1.0%3,4160.6%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$953,404$3,172 -0.3%5,4100.6%Computer and Technology
Medtronic PLC stock logo
MDT
Medtronic
$949,891$341,619 56.2%10,8970.6%Medical
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$949,604$887 0.1%4,2800.6%Retail/Wholesale
Microsoft Corporation stock logo
MSFT
Microsoft
$931,649$28,352 3.1%1,8730.6%Computer and Technology
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$919,796$8,800 -0.9%1,9860.6%Aerospace
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$903,801$14,664 1.6%17,2580.6%ETF
Starbucks Corporation stock logo
SBUX
Starbucks
$895,042$733 0.1%9,7680.6%Retail/Wholesale
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$827,758$1,713 0.2%17,8820.5%Medical
Comcast Corporation stock logo
CMCSA
Comcast
$822,405$14,419 -1.7%23,0430.5%Consumer Discretionary
LAM RESEARCH CORP
$816,099$36,405 4.7%8,3840.5%COM NEW
General Mills, Inc. stock logo
GIS
General Mills
$807,562$3,419 -0.4%15,5870.5%Consumer Staples
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$772,8410.0%3,9790.5%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$759,857$7,520 -1.0%9,5990.5%Medical
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$678,387$33,179 5.1%7,4630.4%Consumer Staples
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$676,337$33,849 5.3%6,2740.4%Energy
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$636,842$38,114 -5.6%7,6360.4%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$557,994$806 0.1%8,9970.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$529,304$12,166 2.4%3,3500.3%Computer and Technology
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$517,196$46,451 9.9%9130.3%ETF
Communication Services Select Sector SPDR Fund stock logo
XLC
Communication Services Select Sector SPDR Fund
$470,478$19,427 4.3%4,3350.3%ETF
Lennar Corporation stock logo
LEN
Lennar
$464,894$27,874 6.4%4,2030.3%Construction
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$453,500$171,687 -27.5%12,2800.3%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$442,2670.0%2,0350.3%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$363,968$7,679 -2.1%1,6590.2%Retail/Wholesale
Tesla, Inc. stock logo
TSLA
Tesla
$363,721$2,224 -0.6%1,1450.2%Auto/Tires/Trucks
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$337,309$31,986 10.5%1,8560.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$284,165$284,165 New Holding3850.2%Computer and Technology
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$271,695$21,574 8.6%3,6900.2%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$270,790$270,790 New Holding3,9030.2%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$258,1910.0%8470.2%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$252,773$28,401 12.7%4450.2%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$237,269$1,530 -0.6%2,1710.1%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$226,9420.0%8110.1%ETF
iShares Core 60/40 Balanced Allocation ETF stock logo
AOR
iShares Core 60/40 Balanced Allocation ETF
$223,992$63,540 -22.1%3,6380.1%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$210,3440.0%8470.1%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$207,893$51,464 -19.8%2,8600.1%ETF
Twist Bioscience Corporation stock logo
TWST
Twist Bioscience
$204,185$993 -0.5%5,5500.1%Medical
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$204,1290.0%1,5370.1%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$200,483$200,483 New Holding1,3330.1%Manufacturing
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$200,231$200,231 New Holding1,8060.1%Medical
ISHARES BITCOIN TRUST ETF
$0$996,117 -100.0%00.0%SHS BEN INT
Amedisys, Inc. stock logo
AMED
Amedisys
$0$896,103 -100.0%00.0%Medical
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$0$835,761 -100.0%00.0%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$0$418,232 -100.0%00.0%ETF
Greenbrier Companies, Inc. (The) stock logo
GBX
Greenbrier Companies
$0$257,022 -100.0%00.0%Transportation
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$0$219,627 -100.0%00.0%ETF
Vanguard Short-Term Inflation-Protected Securities ETF stock logo
VTIP
Vanguard Short-Term Inflation-Protected Securities ETF
$0$204,690 -100.0%00.0%Manufacturing

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data