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Cypress Capital Advisors, LLC Top Holdings and 13F Report (2026)

About Cypress Capital Advisors, LLC

Investment Activity

  • Cypress Capital Advisors, LLC has $184.45 million in total holdings as of March 31, 2026.
  • Cypress Capital Advisors, LLC owns shares of 74 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
  • Approximately 9.05% of the portfolio was purchased this quarter.
  • About 8.95% of the portfolio was sold this quarter.
  • This quarter, Cypress Capital Advisors, LLC has purchased 76 new stocks and bought additional shares in 24 stocks.
  • Cypress Capital Advisors, LLC sold shares of 38 stocks and completely divested from 5 stocks this quarter.

Largest New Holdings this Quarter

46434G764 - iShares MSCI Emerging Markets ex China ETF
$1,009,207 Holding
20825C104 - ConocoPhillips
$231,132 Holding
90184D100 - Twist Bioscience
$206,189 Holding

Largest Purchases this Quarter

iShares 0-3 Month Treasury Bond ETF
76,090 shares (about $7.66M)
Vanguard Value ETF
14,305 shares (about $2.81M)
iShares MSCI Emerging Markets ex China ETF
12,830 shares (about $1.01M)
Vanguard Short-Term Treasury ETF
9,920 shares (about $580.72K)
Bristol Myers Squibb
8,446 shares (about $512.25K)

Largest Sales this Quarter

WisdomTree Floating Rate Treasury Fund
123,396 shares (about $6.21M)
SPDR S&P 500 ETF Trust
3,976 shares (about $2.59M)
ProShares S&P 500 Aristocrats ETF
17,183 shares (about $1.82M)
VANGUARD 0-3 MONTH TREASURY BILL ETF
8,618 shares (about $651.95K)
abrdn Physical Gold Shares ETF
12,048 shares (about $537.58K)

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
$26,858,213$490,839 â–²1.9%83,72014.6%ETF
abrdn Physical Gold Shares ETF stock logo
SGOL
abrdn Physical Gold Shares ETF
$14,648,612$537,582 â–¼-3.5%328,2977.9%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$13,447,634$13,064 â–²0.1%20,5877.3%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$9,425,251$2,806,641 â–²42.4%48,0395.1%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$8,497,907$209,662 â–²2.5%110,2054.6%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$8,480,202$7,659,219 â–²932.9%84,2464.6%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$7,595,829$367,417 â–²5.1%188,9984.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$7,062,692$2,585,752 â–¼-26.8%10,8603.8%Finance
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$6,773,976$16,997 â–¼-0.3%220,7943.7%ETF
VANGUARD 0-3 MONTH TREASURY BILL ETF
$6,241,503$651,952 â–¼-9.5%82,5053.4%0-3 MO TREAS BIL
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$6,095,681$1,821,570 â–¼-23.0%57,5013.3%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$5,903,723$389,837 â–²7.1%64,4233.2%ETF
Apple Inc. stock logo
AAPL
Apple
$5,517,834$91,875 â–¼-1.6%21,7413.0%Computer and Technology
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$5,190,216$18,701 â–¼-0.4%178,1742.8%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$4,452,584$245,992 â–¼-5.2%40,3462.4%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$3,561,608$458,723 â–²14.8%16,5611.9%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$3,352,761$580,717 â–²20.9%57,2731.8%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$1,636,683$70,148 â–¼-4.1%38,4740.9%ETF
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$1,520,598$50,272 â–¼-3.2%35,7830.8%ETF
LAM RESEARCH CORPORATION COM NEW
$1,336,229$46,792 â–¼-3.4%6,2540.7%COM NEW
Broadcom Inc. stock logo
AVGO
Broadcom
$1,317,893$26,308 â–¼-2.0%4,2580.7%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$1,277,101$20,879 â–¼-1.6%5,8720.7%Medical
The Kroger Co. stock logo
KR
Kroger
$1,266,878$7,308 â–¼-0.6%17,5080.7%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,259,225$61,250 â–¼-4.6%4,3790.7%Computer and Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$1,202,739$7,999 â–¼-0.7%4,9620.7%Computer and Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$1,163,151$15,052 â–¼-1.3%14,9910.6%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$1,105,160$13,370 â–¼-1.2%3,1410.6%Medical
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,102,006$74,690 â–¼-6.3%8,2920.6%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$1,092,681$13,234 â–¼-1.2%3,0550.6%Industrials
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$1,092,132$18,736 â–¼-1.7%1,8070.6%Aerospace
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,078,760$76,625 â–²7.6%8,9680.6%Medical
McDonald's Corporation stock logo
MCD
McDonald's
$1,019,391$14,607 â–¼-1.4%3,2800.6%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$1,013,108$5,743 â–¼-0.6%3,3520.5%Business Services
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$1,009,207$1,009,207 â–²New Holding12,8300.5%Manufacturing
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$945,175$90,598 â–¼-8.7%5,5710.5%Energy
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$944,647$18,902 â–²2.0%3,9980.5%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$937,007$27,627 â–¼-2.9%2,8490.5%Retail/Wholesale
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$929,521$512,249 â–²122.8%15,3260.5%Medical
Medtronic PLC stock logo
MDT
Medtronic
$885,129$11,091 â–¼-1.2%10,2150.5%Medical
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$875,595$46,943 â–²5.7%6,0620.5%Consumer Staples
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$862,585$12,393 â–²1.5%4,0370.5%ETF
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$846,665$10,902 â–¼-1.3%9,0090.5%Finance
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$838,203$19,353 â–¼-2.3%16,9780.5%ETF
Starbucks Corporation stock logo
SBUX
Starbucks
$781,135$405,753 â–²108.1%8,7190.4%Retail/Wholesale
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$713,827$29,619 â–¼-4.0%5,5430.4%Computer and Technology
NetApp, Inc. stock logo
NTAP
NetApp
$695,637$12,492 â–²1.8%6,7940.4%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$691,477$15,177 â–¼-2.1%1,8680.4%Computer and Technology
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$658,699$117,184 â–²21.6%1,0680.4%ETF
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$608,368$885 â–¼-0.1%6,8750.3%ETF
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$596,439$336,829 â–²129.7%6,9980.3%Consumer Staples
Comcast Corporation stock logo
CMCSA
Comcast
$562,601$316,700 â–²128.8%19,5960.3%Consumer Discretionary
General Mills, Inc. stock logo
GIS
General Mills
$523,871$289,646 â–²123.7%14,0750.3%Consumer Staples
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$486,627$23,359 â–²5.0%12,6660.3%ETF
XLC
Communication Services Select Sector SPDR Fund
$480,5780.0%4,3350.3%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$443,5480.0%4,0700.2%Finance
Tesla, Inc. stock logo
TSLA
Tesla
$423,795$7,063 â–¼-1.6%1,1400.2%Auto/Tires/Trucks
WisdomTree Floating Rate Treasury Fund stock logo
USFR
WisdomTree Floating Rate Treasury Fund
$423,007$6,211,754 â–¼-93.6%8,4030.2%Finance
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$421,264$41,647 â–²11.0%2,1950.2%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$362,095$245,471 â–¼-40.4%5,3620.2%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$356,196$39,766 â–²12.6%4,8370.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$355,849$8,606 â–¼-2.4%8270.2%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$315,705$258,843 â–¼-45.1%1,8100.2%Computer and Technology
Suncor Energy  Inc. stock logo
SU
Suncor Energy
$306,0890.0%4,6300.2%Energy
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$276,5100.0%1,9840.1%Medical
Chevron Corporation stock logo
CVX
Chevron
$260,900$18,207 â–¼-6.5%1,2610.1%Energy
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$236,032$29,877 â–¼-11.2%3950.1%ETF
iShares Core 60/40 Balanced Allocation ETF stock logo
AOR
iShares Core 60/40 Balanced Allocation ETF
$233,7830.0%3,6330.1%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$232,9020.0%8110.1%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$232,7170.0%1,5370.1%ETF
ConocoPhillips stock logo
COP
ConocoPhillips
$231,132$231,132 â–²New Holding1,7510.1%Energy
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$230,6630.0%8470.1%ETF
Fox Corporation stock logo
FOXA
FOX
$224,2560.0%3,8400.1%Consumer Discretionary
Meta Platforms, Inc. stock logo
META
Meta Platforms
$212,260$22,885 â–²12.1%3710.1%Computer and Technology
Twist Bioscience Corporation stock logo
TWST
Twist Bioscience
$206,189$206,189 â–²New Holding4,3390.1%Medical
iShares Treasury Floating Rate Bond ETF stock logo
TFLO
iShares Treasury Floating Rate Bond ETF
$0$1,888,163 â–¼-100.0%00.0%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$0$507,342 â–¼-100.0%00.0%Retail/Wholesale
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$0$260,911 â–¼-100.0%00.0%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$0$230,793 â–¼-100.0%00.0%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$0$212,129 â–¼-100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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