Cypress Capital

Cypress Capital as of June 30, 2024

Portfolio Holdings for Cypress Capital

Cypress Capital holds 33 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 13.1 $4.2M 7.6k 547.23
Vanguard Index Fds Total Stk Mkt (VTI) 11.5 $3.7M 14k 267.51
Spdr S&p 500 Etf Tr Tr Unit (SPY) 10.7 $3.4M 6.3k 544.22
Apple (AAPL) 9.2 $2.9M 14k 210.63
Etfs Gold Tr Physcl Gold Shs (SGOL) 9.0 $2.9M 129k 22.22
Schwab Strategic Tr Us Dividend Eq (SCHD) 8.2 $2.6M 33k 77.76
Capital Group Growth Etf Shs Creation Uni (CGGR) 6.3 $2.0M 61k 32.89
Capital Group Dividend Value Shs Creation Uni (CGDV) 4.6 $1.5M 45k 33.00
Vanguard Index Fds Value Etf (VTV) 3.3 $1.0M 6.5k 160.41
Spdr Ser Tr Portfolio S&p500 (SPLG) 2.2 $710k 11k 64.00
Ishares Tr Aggres Alloc Etf (AOA) 2.2 $684k 9.2k 74.78
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 1.7 $547k 11k 49.70
Eli Lilly & Co. (LLY) 1.5 $480k 530.00 905.38
Microsoft Corporation (MSFT) 1.5 $477k 1.1k 446.95
Exxon Mobil Corporation (XOM) 1.4 $446k 3.9k 115.12
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.4 $442k 884.00 500.13
Capital Group Core Equity Et Shs Creation Uni (CGUS) 1.3 $418k 13k 32.25
Ishares Tr Grwt Allocat Etf (AOR) 1.2 $376k 6.7k 56.32
Meta Platforms Cl A (META) 1.0 $303k 600.00 504.22
Ishares Tr Hdg Msci Eafe (HEFA) 0.9 $300k 8.4k 35.55
NVIDIA Corporation (NVDA) 0.9 $279k 2.3k 123.54
Twist Bioscience Corp (TWST) 0.9 $278k 5.6k 49.28
Vanguard World Health Car Etf (VHT) 0.7 $225k 847.00 266.00
Tesla Motors (TSLA) 0.7 $224k 1.1k 197.88
Ishares Tr Core S&p Us Gwt Core S&p Us Gwt (IUSG) 0.7 $214k 1.7k 127.48
Ishares Tr TRS FLT RT BD (TFLO) 0.6 $179k 3.5k 50.66
Ishares Core Msci Emkt (IEMG) 0.5 $167k 3.1k 53.53
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.5 $158k 2.7k 57.99
Abbvie (ABBV) 0.5 $156k 907.00 171.52
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.5 $153k 1.7k 91.78
Ishares Tr Core Msci Eafe (IEFA) 0.5 $144k 2.0k 72.64
Broadcom (AVGO) 0.4 $140k 87.00 1605.53
Select Sector Spdr Tr Sbi Healthcare (XLV) 0.4 $139k 955.00 145.78