Cypress Capital Advisors, LLC Top Holdings and 13F Report (2025) About Cypress Capital Advisors, LLCInvestment ActivityCypress 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 Holdings Vanguard Total Stock Market ETF $22,683,816iShares Core S&P 500 ETF $12,669,465abrdn Physical Gold Shares ETF $10,755,518SPDR S&P 500 ETF Trust $9,446,927Vanguard Total International Stock ETF $8,071,370 Largest New Holdings this Quarter 922040845 - VANGUARD INSTL INDEX FD $6,999,405 Holding30303M102 - Meta Platforms $284,165 Holding17275R102 - Cisco Systems $270,790 Holding464287671 - iShares Core S&P U.S. Growth ETF $200,483 Holding375558103 - 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 TimeMap of 500 Largest Holdings ofCypress Capital Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$22,683,816$2,689,173 ▲13.4%74,63514.2%ETFIVViShares Core S&P 500 ETF$12,669,465$1,904,300 ▲17.7%20,4057.9%ETFSGOLabrdn Physical Gold Shares ETF$10,755,518$1,619,579 ▲17.7%341,0126.7%ETFSPYSPDR S&P 500 ETF Trust$9,446,927$257,643 ▼-2.7%15,2905.9%FinanceVXUSVanguard Total International Stock ETF$8,071,370$2,461,331 ▲43.9%116,8245.0%ETFUSFRWisdomTree Floating Rate Treasury Fund$7,032,684$619,618 ▲9.7%139,7874.4%FinanceVANGUARD INSTL INDEX FD$6,999,405$6,999,405 ▲New Holding92,6464.4%0-3 MO TREAS BILSCHDSchwab US Dividend Equity ETF$6,593,930$1,208,159 ▲22.4%248,8284.1%ETFCGGRCapital Group Growth ETF$6,010,143$995,397 ▲19.8%147,8513.8%ETFAAPLApple$4,910,459$17,850 ▼-0.4%23,9343.1%Computer and TechnologySCHGSchwab U.S. Large-Cap Growth ETF$4,865,946$1,403,598 ▲40.5%166,5853.0%ETFTIPiShares TIPS Bond ETF$4,717,085$130,728 ▼-2.7%42,8673.0%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$4,173,715$6,265,434 ▼-60.0%45,5002.6%ETFVGSHVanguard Short-Term Treasury ETF$3,623,787$173,519 ▼-4.6%61,6502.3%ETFVTVVanguard Value ETF$2,959,335$508,304 ▲20.7%16,7441.9%ETFNOBLProShares S&P 500 Aristocrats ETF$2,569,965$17,925 ▲0.7%25,5211.6%ETFTFLOiShares Treasury Floating Rate Bond ETF$1,978,592$3,173,426 ▼-61.6%39,0641.2%ETFCGDVCapital Group Dividend Value ETF$1,776,339$65,672 ▼-3.6%44,9821.1%ETFAVGOBroadcom$1,543,089$44,655 ▲3.0%5,5981.0%Computer and TechnologyIBMInternational Business Machines$1,506,326$53,060 ▲3.7%5,1100.9%Computer and TechnologyHEFAiShares Currency Hedged MSCI EAFE ETF$1,413,706$14,994 ▼-1.0%37,2420.9%ETFVVisa$1,412,034$22,723 ▲1.6%3,9770.9%Business ServicesETNEaton$1,340,140$51,050 ▲4.0%3,7540.8%IndustrialsKRKroger$1,299,891$7,675 ▼-0.6%18,1220.8%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$1,160,806$45,581 ▲4.1%4,5840.7%ETFABBVAbbVie$1,137,294$6,682 ▼-0.6%6,1270.7%MedicalHDHome Depot$1,123,633$13,198 ▲1.2%3,0650.7%Retail/WholesaleNTAPNetApp$1,047,813$590,500 ▲129.1%9,8340.7%Computer and TechnologyPGProcter & Gamble$1,030,800$4,620 ▲0.5%6,4700.6%Consumer StaplesMCDMcDonald's$1,003,604$1,753 ▼-0.2%3,4350.6%Retail/WholesaleQCOMQUALCOMM$972,757$3,663 ▲0.4%6,1080.6%Computer and TechnologyAMGNAmgen$953,781$9,493 ▲1.0%3,4160.6%MedicalGOOGLAlphabet$953,404$3,172 ▼-0.3%5,4100.6%Computer and TechnologyMDTMedtronic$949,891$341,619 ▲56.2%10,8970.6%MedicalLOWLowe's Companies$949,604$887 ▲0.1%4,2800.6%Retail/WholesaleMSFTMicrosoft$931,649$28,352 ▲3.1%1,8730.6%Computer and TechnologyLMTLockheed Martin$919,796$8,800 ▼-0.9%1,9860.6%AerospaceXLFFinancial Select Sector SPDR Fund$903,801$14,664 ▲1.6%17,2580.6%ETFSBUXStarbucks$895,042$733 ▲0.1%9,7680.6%Retail/WholesaleBMYBristol Myers Squibb$827,758$1,713 ▲0.2%17,8820.5%MedicalCMCSAComcast$822,405$14,419 ▼-1.7%23,0430.5%Consumer DiscretionaryLAM RESEARCH CORP$816,099$36,405 ▲4.7%8,3840.5%COM NEWGISGeneral Mills$807,562$3,419 ▼-0.4%15,5870.5%Consumer StaplesIWDiShares Russell 1000 Value ETF$772,8410.0%3,9790.5%ETFMRKMerck & Co., Inc.$759,857$7,520 ▼-1.0%9,5990.5%MedicalCLColgate-Palmolive$678,387$33,179 ▲5.1%7,4630.4%Consumer StaplesXOMExxon Mobil$676,337$33,849 ▲5.3%6,2740.4%EnergyAOAiShares Core 80/20 Aggressive Allocation ETF$636,842$38,114 ▼-5.6%7,6360.4%ETFIJHiShares Core S&P Mid-Cap ETF$557,994$806 ▲0.1%8,9970.3%ETFNVDANVIDIA$529,304$12,166 ▲2.4%3,3500.3%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$517,196$46,451 ▲9.9%9130.3%ETFXLCCommunication Services Select Sector SPDR Fund$470,478$19,427 ▲4.3%4,3350.3%ETFLENLennar$464,894$27,874 ▲6.4%4,2030.3%ConstructionCGUSCapital Group Core Equity ETF$453,500$171,687 ▼-27.5%12,2800.3%ETFXLYConsumer Discretionary Select Sector SPDR Fund$442,2670.0%2,0350.3%FinanceAMZNAmazon.com$363,968$7,679 ▼-2.1%1,6590.2%Retail/WholesaleTSLATesla$363,721$2,224 ▼-0.6%1,1450.2%Auto/Tires/TrucksRSPInvesco S&P 500 Equal Weight ETF$337,309$31,986 ▲10.5%1,8560.2%ETFMETAMeta Platforms$284,165$284,165 ▲New Holding3850.2%Computer and TechnologyBNDVanguard Total Bond Market ETF$271,695$21,574 ▲8.6%3,6900.2%ETFCSCOCisco Systems$270,790$270,790 ▲New Holding3,9030.2%Computer and TechnologyGLDSPDR Gold Shares$258,1910.0%8470.2%FinanceVOOVanguard S&P 500 ETF$252,773$28,401 ▲12.7%4450.2%ETFIJRiShares Core S&P Small-Cap ETF$237,269$1,530 ▼-0.6%2,1710.1%ETFVOVanguard Mid-Cap ETF$226,9420.0%8110.1%ETFAORiShares Core 60/40 Balanced Allocation ETF$223,992$63,540 ▼-22.1%3,6380.1%ETFVHTVanguard Health Care ETF$210,3440.0%8470.1%ETFSPLGSPDR Portfolio S&P 500 ETF$207,893$51,464 ▼-19.8%2,8600.1%ETFTWSTTwist Bioscience$204,185$993 ▼-0.5%5,5500.1%MedicalDVYiShares Select Dividend ETF$204,1290.0%1,5370.1%ETFIUSGiShares Core S&P U.S. Growth ETF$200,483$200,483 ▲New Holding1,3330.1%ManufacturingGILDGilead Sciences$200,231$200,231 ▲New Holding1,8060.1%MedicalISHARES BITCOIN TRUST ETF$0$996,117 ▼-100.0%00.0%SHS BEN INTAMEDAmedisys$0$896,103 ▼-100.0%00.0%MedicalXLVHealth Care Select Sector SPDR Fund$0$835,761 ▼-100.0%00.0%ETFXLPConsumer Staples Select Sector SPDR Fund$0$418,232 ▼-100.0%00.0%ETFGBXGreenbrier Companies$0$257,022 ▼-100.0%00.0%TransportationIGViShares Expanded Tech-Software Sector ETF$0$219,627 ▼-100.0%00.0%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$0$204,690 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.