Cypress Capital, LLC Top Holdings and 13F Report (2023) About Cypress Capital, LLCInvestment ActivityCypress Capital, LLC has $369.91 million in total holdings as of September 30, 2023.Cypress Capital, LLC owns shares of 110 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 4.34% of the portfolio was purchased this quarter.About 3.75% of the portfolio was sold this quarter.This quarter, Cypress Capital, LLC has purchased 95 new stocks and bought additional shares in 27 stocks.Cypress Capital, LLC sold shares of 63 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $49,884,176iShares 0-3 Month Treasury Bond ETF $36,384,923VANGUARD INSTL INDEX FD $34,402,044SPDR Bloomberg 1-3 Month T-Bill ETF $34,395,031iShares TIPS Bond ETF $17,659,010 Largest New Holdings this Quarter 907818108 - Union Pacific $3,086,384 Holding889478103 - Toll Brothers $1,905,993 Holding22160K105 - Costco Wholesale $1,057,081 Holding09290C749 - BLACKROCK ETF TRUST $517,952 Holding007903107 - Advanced Micro Devices $378,753 Holding Largest Purchases this Quarter ProShares S&P 500 Aristocrats ETF 68,207 shares (about $3.83M)Union Pacific 11,347 shares (about $3.09M)Toll Brothers 11,569 shares (about $1.91M)Costco Wholesale 1,130 shares (about $1.06M)US Treasury 3 Month Bill ETF 14,175 shares (about $706.77K) Largest Sales this Quarter LAM RESEARCH CORP 5,129 shares (about $2.22M)Vanguard Total Stock Market ETF 3,686 shares (about $1.36M)Cisco Systems 10,850 shares (about $1.27M)NetApp 6,486 shares (about $1.00M)Qualcomm 4,888 shares (about $903.25K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCypress Capital, 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$49,884,176$1,363,963 â–¼-2.7%134,80813.5%ETFSGOViShares 0-3 Month Treasury Bond ETF$36,384,923$689,287 â–¼-1.9%361,4289.8%ETFVANGUARD INSTL INDEX FD$34,402,044$734,399 â–¼-2.1%454,5729.3%0 3 MO TR BI ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$34,395,031$5,773 â–²0.0%375,3289.3%ETFTIPiShares TIPS Bond ETF$17,659,010$135,036 â–¼-0.8%161,3734.8%ETFVGSHVanguard Short-Term Treasury ETF$12,585,974$131,008 â–¼-1.0%216,2543.4%ETFSPYSPDR S&P 500 ETF Trust$9,938,185$62,730 â–¼-0.6%13,3082.7%ETFSGOLabrdn Physical Gold Shares ETF$9,760,348$192,603 â–¼-1.9%255,3062.6%ETFAAPLApple$8,359,875$150,756 â–¼-1.8%28,8912.3%TechnologyVTVVanguard Value ETF$8,274,878$135,772 â–²1.7%37,9702.2%ETFNOBLProShares S&P 500 Aristocrats ETF$7,573,505$3,830,501 â–²102.3%134,8562.0%ETFTBILUS Treasury 3 Month Bill ETF$5,970,658$706,768 â–²13.4%119,7481.6%ETFUSFRWisdomTree Floating Rate Treasury Fund$5,571,773$153,819 â–¼-2.7%110,6611.5%ETFEMXCiShares MSCI Emerging Markets ex China ETF$4,540,224$25,064 â–¼-0.5%44,3811.2%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$4,387,936$32,519 â–¼-0.7%93,5101.2%ETFVXUSVanguard Total International Stock ETF$4,334,326$27,699 â–¼-0.6%50,7001.2%ETFLAM RESEARCH CORP$4,111,435$2,222,550 â–¼-35.1%9,4881.1%COM NEWGOOGLAlphabet$3,957,158$108,998 â–¼-2.7%11,0731.1%Communication ServicesABBVAbbVie$3,513,901$224,966 â–¼-6.0%13,9640.9%HealthcareCSCOCisco Systems$3,434,261$1,274,428 â–¼-27.1%29,2380.9%TechnologyIBMInternational Business Machines$3,389,987$102,079 â–¼-2.9%12,0550.9%TechnologyMRKMerck & Co., Inc.$3,197,080$96,504 â–¼-2.9%24,8800.9%HealthcareUNPUnion Pacific$3,086,384$3,086,384 â–²New Holding11,3470.8%IndustrialsETNEaton$2,998,180$96,729 â–¼-3.1%7,0360.8%IndustrialsAMGNAmgen$2,937,517$90,892 â–¼-3.0%8,1120.8%HealthcareGOOGAlphabet$2,790,966$154,406 â–¼-5.2%7,8990.8%Communication ServicesAVGOBroadcom$2,709,979$708,281 â–¼-20.7%7,1740.7%TechnologyVVisa$2,690,512$71,020 â–¼-2.6%7,8420.7%FinanceHDHome Depot$2,629,229$59,250 â–¼-2.2%7,4550.7%Consumer DiscretionarySCHWCharles Schwab$2,580,792$72,524 â–¼-2.7%27,9700.7%FinanceBMYBristol Myers Squibb$2,575,902$78,133 â–¼-2.9%44,7050.7%HealthcareLMTLockheed Martin$2,513,313$72,857 â–¼-2.8%4,9330.7%IndustrialsKRKroger$2,503,237$68,246 â–¼-2.7%45,0790.7%Consumer StaplesPULSPGIM Ultra Short Bond ETF$2,487,823$126,106 â–²5.3%50,2080.7%ETFSBUXStarbucks$2,486,402$105,154 â–¼-4.1%24,3310.7%Consumer DiscretionaryIEFiShares 7-10 Year Treasury Bond ETF$2,390,351$47,285 â–¼-1.9%25,2760.6%ETFPGProcter & Gamble$2,302,248$57,043 â–¼-2.4%15,7000.6%Consumer StaplesMDTMedtronic$2,295,034$53,118 â–¼-2.3%29,3370.6%HealthcareNTAPNetApp$2,249,901$1,003,773 â–¼-30.9%14,5380.6%TechnologyMCDMcDonald's$2,149,235$67,578 â–¼-3.0%7,9510.6%Consumer DiscretionaryLOWLowe's Companies$2,148,675$63,501 â–¼-2.9%9,7450.6%Consumer DiscretionaryXOMExxonMobil$2,041,913$57,559 â–¼-2.7%14,9350.6%EnergyVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,932,398$31,745 â–¼-1.6%38,4710.5%ETFTOLToll Brothers$1,905,993$1,905,993 â–²New Holding11,5690.5%Consumer DiscretionaryTPRTapestry$1,824,919$70,116 â–¼-3.7%12,4670.5%Consumer DiscretionaryQCOMQualcomm$1,812,975$903,254 â–¼-33.3%9,8110.5%TechnologyCLColgate-Palmolive$1,724,042$41,439 â–¼-2.3%18,8050.5%Consumer StaplesMSFTMicrosoft$1,709,193$81,319 â–¼-4.5%4,5820.5%TechnologyNXTNextpower$1,653,663$841,605 â–¼-33.7%13,8800.4%IndustrialsVCSHVanguard Short-Term Corporate Bond ETF$1,430,897$22,839 â–¼-1.6%18,1060.4%ETFNVDANVIDIA$1,417,841$61,628 â–²4.5%7,0860.4%TechnologyGISGeneral Mills$1,351,876$38,176 â–¼-2.7%38,8470.4%Consumer StaplesCMCSAComcast$1,325,813$39,648 â–¼-2.9%54,0050.4%Communication ServicesSHOPIFY INC$1,260,661$114 â–²0.0%11,0410.3%CL A SUB VTG SHSCOSTCostco Wholesale$1,057,081$1,057,081 â–²New Holding1,1300.3%Consumer StaplesPGIM ETF TR$1,015,227$361,497 â–²55.3%19,8020.3%AAA CLO ETFFOXAFOX$954,632$41,884 â–¼-4.2%18,3020.3%Communication ServicesMDYSPDR S&P MidCap 400 ETF Trust$923,909$37,266 â–²4.2%1,3140.2%ETFLLYEli Lilly and Company$894,775$7,197 â–¼-0.8%7460.2%HealthcareSCHDSchwab US Dividend Equity ETF$802,286$93,258 â–²13.2%25,3010.2%ETFEXELExelixis$802,058$53,431 â–¼-6.2%14,7410.2%HealthcareKFYKorn/Ferry International$773,460$49,469 â–¼-6.0%11,6170.2%IndustrialsALSNAllison Transmission$679,371$44,532 â–¼-6.2%6,0260.2%IndustrialsIVViShares Core S&P 500 ETF$675,499$5,991 â–²0.9%9020.2%ETFMBBiShares MBS ETF$652,944$34,972 â–²5.7%6,9080.2%ETFIWDiShares Russell 1000 Value ETF$610,9240.0%2,5200.2%ETFTFLOiShares Treasury Floating Rate Bond ETF$592,787$121,210 â–¼-17.0%11,7080.2%ETFHPQHP$535,621$35,762 â–¼-6.3%24,4130.1%TechnologyBLACKROCK ETF TRUST$517,952$517,952 â–²New Holding5,1630.1%ISHARES GOVT MONCALMCal-Maine Foods$510,025$34,963 â–¼-6.4%6,3310.1%Consumer StaplesUNHUnitedHealth Group$509,330$29,520 â–¼-5.5%1,2250.1%HealthcareRSPInvesco S&P 500 Equal Weight ETF$501,286$20,000 â–²4.2%2,3560.1%ETFMETAMeta Platforms$492,321$8,449 â–²1.7%8740.1%Communication ServicesIONSIonis Pharmaceuticals$475,7400.0%6,0000.1%HealthcareGLDSPDR Gold Shares$468,579$55,257 â–²13.4%1,2720.1%ETFCGDVCapital Group Dividend Value ETF$414,454$155,975 â–²60.3%8,4100.1%ETFAMZNAmazon.com$405,193$11,441 â–²2.9%1,7000.1%Consumer DiscretionaryVOOVanguard S&P 500 ETF$389,175$1,373 â–²0.4%5670.1%ETFAMDAdvanced Micro Devices$378,753$378,753 â–²New Holding6520.1%TechnologyINTCIntel$365,412$365,412 â–²New Holding2,6170.1%TechnologyPTRBPGIM Total Return Bond ETF$362,538$78,694 â–¼-17.8%8,7440.1%ETFTSLATesla$358,351$17,245 â–¼-4.6%8520.1%Consumer DiscretionaryGE VERNOVA INC$354,808$34,071 â–¼-8.8%3020.1%COMRIVNRivian Automotive$347,226$92,753 â–²36.4%20,0130.1%Consumer DiscretionaryOMCOmnicom Group$331,595$21,121 â–¼-6.0%4,5530.1%Communication ServicesPWRQuanta Services$298,097$298,097 â–²New Holding4140.1%IndustrialsMUMicron Technology$289,727$289,727 â–²New Holding2510.1%TechnologyGILDGilead Sciences$284,770$9,475 â–²3.4%2,2540.1%HealthcareVTVanguard Total World Stock ETF$284,0800.0%1,8100.1%ETFCOPConocoPhillips$277,157$6,653 â–²2.5%2,6660.1%EnergySUSuncor Energy$273,714$8,535 â–²3.2%5,0990.1%EnergyCRWDCrowdStrike$268,625$268,625 â–²New Holding3520.1%TechnologyIWFiShares Russell 1000 Growth ETF$268,083$194,823 â–²265.9%2,1590.1%ETFQQQInvesco QQQ$267,585$23,589 â–¼-8.1%3630.1%ETFTTWOTake-Two Interactive Software$259,979$259,979 â–²New Holding1,0400.1%Communication ServicesNOWServiceNow$254,852$254,852 â–²New Holding2,5670.1%TechnologyAMATApplied Materials$245,820$245,820 â–²New Holding3400.1%TechnologyCVXChevron$245,656$7,128 â–²3.0%1,4820.1%EnergyCGGRCapital Group Growth ETF$245,251$245,251 â–²New Holding5,1960.1%ETFGWWW.W. Grainger$239,430$239,430 â–²New Holding1760.1%IndustrialsShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. 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