Cypress Capital

Cypress Capital as of Dec. 31, 2023

Portfolio Holdings for Cypress Capital

Cypress Capital holds 55 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 12.2 $2.7M 5.7k 475.31
Apple (AAPL) 11.8 $2.6M 14k 192.53
Ishares Tr Core S&p500 Etf (IVV) 9.8 $2.2M 4.5k 477.63
Vanguard Index Fds Total Stk Mkt (VTI) 7.8 $1.7M 7.3k 237.22
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.0 $1.3M 18k 76.13
Etfs Gold Tr Physcl Gold Shs (SGOL) 5.9 $1.3M 66k 19.74
Capital Group Growth Etf Shs Creation Uni (CGGR) 3.7 $823k 29k 28.23
Ishares Tr Aggres Alloc Etf (AOA) 3.0 $667k 9.7k 69.05
Capital Group Dividend Value Shs Creation Uni (CGDV) 2.7 $591k 20k 29.84
Spdr Ser Tr Portfolio S&p500 (SPLG) 2.3 $517k 9.3k 55.90
Microsoft Corporation (MSFT) 2.1 $462k 1.2k 376.04
Vanguard Index Fds Value Etf (VTV) 1.8 $402k 2.7k 149.50
Ishares Tr Grwt Allocat Etf (AOR) 1.8 $400k 7.5k 53.19
Exxon Mobil Corporation (XOM) 1.8 $387k 3.9k 99.98
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.7 $372k 852.00 436.80
Capital Group Core Equity Et Shs Creation Uni (CGUS) 1.4 $317k 11k 28.30
Eli Lilly & Co. (LLY) 1.4 $307k 527.00 582.92
First Tr Exchng Traded Low Oppt Eft (LMBS) 1.3 $293k 6.1k 48.32
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 1.3 $289k 5.8k 49.39
Tesla Motors (TSLA) 1.3 $282k 1.1k 248.48
Ishares Tr Hdg Msci Eafe (HEFA) 1.3 $281k 8.9k 31.51
Select Sector Spdr Tr Technology (XLK) 1.2 $269k 1.4k 192.48
First Tr Exchng Traded Ft Vest Us Eqt (FAUG) 1.2 $265k 6.5k 40.63
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.1 $233k 4.9k 47.49
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.0 $228k 1.7k 136.35
Meta Platforms Cl A (META) 1.0 $212k 600.00 353.96
Vanguard World Health Car Etf (VHT) 1.0 $212k 847.00 250.70
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.9 $209k 2.5k 82.04
Twist Bioscience Corp (TWST) 0.9 $208k 5.6k 36.86
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.9 $197k 2.2k 91.39
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.8 $178k 3.1k 58.33
McDonald's Corporation (MCD) 0.6 $138k 465.00 296.51
Procter & Gamble Company (PG) 0.6 $130k 890.00 146.54
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.6 $126k 1.8k 72.03
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.5 $117k 1.2k 100.27
Abbvie (ABBV) 0.5 $113k 732.00 154.97
Select Sector Spdr Tr Communication (XLC) 0.5 $105k 1.4k 72.66
Lockheed Martin Corporation (LMT) 0.5 $103k 228.00 453.24
Mastercard Incorporated Cl A (MA) 0.4 $97k 228.00 426.51
Lowe's Companies (LOW) 0.4 $93k 416.00 222.55
Starbucks Corporation (SBUX) 0.4 $90k 932.00 96.01
Alphabet Cap Stk Cl C (GOOG) 0.3 $66k 467.00 140.93
Comcast Corp Cl A (CMCSA) 0.3 $60k 1.4k 43.85
Cisco Systems (CSCO) 0.3 $57k 1.1k 50.52
Broadcom (AVGO) 0.2 $55k 49.00 1116.24
Eaton Corp SHS (ETN) 0.2 $47k 194.00 240.82
Merck & Co (MRK) 0.2 $37k 340.00 109.02
Ishares Tr Tips Bd Etf (TIP) 0.2 $34k 312.00 107.49
NVIDIA Corporation (NVDA) 0.1 $32k 64.00 495.22
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $29k 306.00 95.20
Visa Com Cl A (V) 0.1 $29k 110.00 260.35
Alphabet Cap Stk Cl A (GOOGL) 0.1 $28k 200.00 139.69
Qualcomm (QCOM) 0.1 $26k 182.00 144.63
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $23k 459.00 50.47
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $18k 227.00 77.37