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Cypress Capital, LLC 13F Holdings
Holdings from the most recent 13F from Cypress Capital, LLC
Filed: 2024-10-29 (Q1 2024) | Holdings: 93 | Value: $365.7M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| BIL - SPDR SER TR | Add 10% ($7.4M) | 22.33% | $81.7M | +2.40% | +1.12% | ||
| VTI - VANGUARD INDEX FDS | Add 2% ($1.1M) | 13.88% | $50.8M | +0.60% | +4.96% | ||
| SPY - SPDR S&P 500 ETF TR | Add 12% ($2.4M) | 5.88% | $21.5M | +0.91% | +4.44% | ||
| SHY - ISHARES TR | Reduce 3% $(504.0K) | 5.34% | $19.5M | +2.29% | +0.84% | ||
| VGSH - VANGUARD SCOTTSDALE FDS | Reduce 6% $(979.0K) | 4.54% | $16.6M | +2.40% | +0.89% | ||
| VTIP - VANGUARD MALVERN FDS | Reduce 3% $(412.1K) | 3.93% | $14.4M | +3.54% | +1.16% | ||
| SGOL - ABRDN GOLD ETF TRUST | Add 15% ($1.8M) | 3.82% | $14.0M | +19.29% | +0.60% | ||
| SGOV - ISHARES TR | 3.18% | $11.6M | +2.44% | +1.14% | |||
| TIP - ISHARES TR | Reduce 3% $(329.7K) | 2.90% | $10.6M | +1.37% | +0.04% | ||
| AAPL - APPLE INC | Add 57% ($2.9M) | 2.23% | $8.1M | -12.82% | +2.25% | ||
| HEFA - ISHARES TR | Reduce 3% $(276.6K) | 2.14% | $7.8M | +7.71% | +5.12% | ||
| TFLO - ISHARES TR | Add 4% ($334.7K) | 2.13% | $7.8M | +2.55% | +1.24% | ||
| NOBL - PROSHARES TR | Reduce 3% $(257.0K) | 2.02% | $7.4M | -3.59% | -0.61% | ||
| ABBV - ABBVIE INC | Reduce 3% $(113.6K) | 1.01% | $3.7M | -3.34% | -7.47% | ||
| IVV - ISHARES TR | Add 125% ($1.9M) | 0.92% | $3.4M | +0.93% | +4.45% | ||
| CSCO - CISCO SYS INC | Reduce 2% $(65.1K) | 0.89% | $3.3M | +15.27% | +9.56% | ||
| MRK - MERCK & CO INC | Add 1% ($31.3K) | 0.89% | $3.3M | -24.35% | -3.59% | ||
| LOW - LOWES COS INC | Reduce 2% $(75.9K) | 0.81% | $3.0M | -12.56% | +1.00% | ||
| HD - HOME DEPOT INC | Reduce 2% $(68.7K) | 0.79% | $2.9M | -5.02% | +5.49% | ||
| V - VISA INC | Reduce 14% $(476.1K) | 0.77% | $2.8M | +23.21% | +17.57% | ||
| ETN - EATON CORP PLC | Reduce 27% $(1.1M) | 0.77% | $2.8M | -5.54% | -4.83% | ||
| HMC - HONDA MOTOR LTD | Reduce 3% $(85.6K) | 0.74% | $2.7M | -1.38% | -6.98% | ||
| KR - KROGER CO | Reduce 2% $(51.1K) | 0.73% | $2.7M | +25.14% | +9.79% | ||
| IEF - ISHARES TR | Reduce 8% $(234.8K) | 0.72% | $2.6M | +0.31% | -0.92% | ||
| QCOM - QUALCOMM INC | Reduce 21% $(712.1K) | 0.72% | $2.6M | -10.00% | +1.71% | ||
| AVGO - BROADCOM INC | Reduce 35% $(1.4M) | 0.70% | $2.6M | +30.19% | +21.84% | ||
| PG - PROCTER AND GAMBLE CO | Reduce 2% $(48.7K) | 0.67% | $2.5M | +0.23% | +0.80% | ||
| VBR - VANGUARD INDEX FDS | Reduce 3% $(73.5K) | 0.67% | $2.4M | -5.25% | +3.80% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | Reduce 19% $(537.7K) | 0.64% | $2.4M | +27.19% | +24.26% | ||
| AMGN - AMGEN INC | Reduce 3% $(61.4K) | 0.64% | $2.3M | -10.83% | -8.23% | ||
| LMT - LOCKHEED MARTIN CORP | Add 1% ($34.1K) | 0.63% | $2.3M | -12.83% | -15.43% | ||
| SBUX - STARBUCKS CORP | Reduce 2% $(35.9K) | 0.61% | $2.2M | -13.18% | +12.64% | ||
| CMCSA - COMCAST CORP NEW | Reduce 1% $(33.0K) | 0.61% | $2.2M | -14.60% | -19.82% | ||
| MCD - MCDONALDS CORP | Reduce 2% $(42.6K) | 0.60% | $2.2M | +8.72% | -0.83% | ||
| SCHD - SCHWAB STRATEGIC TR | Add 140% ($1.3M) | 0.60% | $2.2M | -5.57% | +0.68% | ||
| GIS - GENERAL MLS INC | Reduce 1% $(17.7K) | 0.54% | $2.0M | -19.78% | -9.76% | ||
| MSFT - MICROSOFT CORP | Add 1% ($9.7K) | 0.53% | $1.9M | +4.07% | -4.94% | ||
| UPS - UNITED PARCEL SERVICE INC | Reduce 1% $(23.5K) | 0.52% | $1.9M | -25.34% | -13.20% | ||
| BMY - BRISTOL-MYERS SQUIBB CO | 0.50% | $1.8M | -8.51% | +13.89% | |||
| GOOG - ALPHABET INC | Reduce 5% $(90.1K) | 0.50% | $1.8M | -6.56% | +11.21% | ||
| CGGR - CAPITAL GROUP GROWTH ETF | New Purchase | 0.41% | $1.5M | +5.41% | +10.46% | ||
| VCSH - VANGUARD SCOTTSDALE FDS | Reduce 8% $(112.3K) | 0.36% | $1.3M | +2.58% | +0.93% | ||
| HPQ - HP INC | Reduce 3% $(36.7K) | 0.34% | $1.2M | -21.32% | -10.71% | ||
| CGDV - CAPITAL GROUP DIVIDEND VALUE | New Purchase | 0.30% | $1.1M | +1.40% | +2.04% | ||
| KFY - KORN FERRY | Reduce 3% $(30.4K) | 0.30% | $1.1M | -2.15% | +2.53% | ||
| UNH - UNITEDHEALTH GROUP INC | Reduce 7% $(74.2K) | 0.27% | $992.9K | -45.58% | -2.42% | ||
| ALSN - ALLISON TRANSMISSION HLDGS I | Reduce 100% | 0.00% | $0.00 | ||||
| ACWV - ISHARES INC | Reduce 100% | 0.00% | $0.00 | ||||
| EMR - EMERSON ELEC CO | Reduce 100% | 0.00% | $0.00 | ||||
| TGNA - TEGNA INC | Reduce 100% | 0.00% | $0.00 | ||||
| OMC - OMNICOM GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| MBB - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||