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Cypress Capital, LLC 13F Holdings
Holdings from the most recent 13F from Cypress Capital, LLC
Filed: 2024-11-12 (Q3 2024) | Holdings: 131 | Value: $387.6M | 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 13% ($8.9M) | 20.01% | $77.6M | +2.21% | +1.10% | ||
| VTI - VANGUARD INDEX FDS | Reduce 4% $(2.2M) | 12.31% | $47.7M | -2.73% | +2.04% | ||
| USFR - WISDOMTREE TR | Reduce 4% $(995.0K) | 6.09% | $23.6M | +2.37% | +1.29% | ||
| SPY - SPDR S&P 500 ETF TR | Add 8% ($1.6M) | 5.26% | $20.4M | -1.81% | +2.41% | ||
| TIP - ISHARES TR | Reduce 9% $(1.9M) | 5.10% | $19.8M | +1.59% | +0.71% | ||
| TFLO - ISHARES TR | Reduce 5% $(1.1M) | 4.87% | $18.9M | +2.33% | +1.22% | ||
| VGSH - VANGUARD SCOTTSDALE FDS | Reduce 9% $(1.4M) | 3.71% | $14.4M | +2.48% | +0.95% | ||
| SGOL - ETFS GOLD TR | Add 38% ($3.6M) | 3.43% | $13.3M | +26.84% | +12.02% | ||
| AAPL - APPLE INC | Add 38% ($3.0M) | 2.77% | $10.7M | -9.57% | +7.94% | ||
| SGOV - ISHARES TR | Add 2% ($198.0K) | 2.66% | $10.3M | +2.25% | +1.11% | ||
| IWF - ISHARES TR | New Purchase | 2.13% | $8.3M | -1.12% | +4.36% | ||
| HEFA - ISHARES TR | Reduce 9% $(708.7K) | 1.75% | $6.8M | +9.57% | +8.73% | ||
| NOBL - PROSHARES TR | Reduce 10% $(780.8K) | 1.73% | $6.7M | -5.13% | -3.41% | ||
| IVV - ISHARES TR | Add 339% ($4.1M) | 1.37% | $5.3M | -1.79% | +2.42% | ||
| TBIL - RBB FD INC | Add 529% ($3.1M) | 0.95% | $3.7M | +2.20% | +1.09% | ||
| SCHD - SCHWAB STRATEGIC TR | Add 356% ($2.7M) | 0.90% | $3.5M | -8.56% | -2.97% | ||
| CSCO - CISCO SYS INC | Add 1% ($28.1K) | 0.88% | $3.4M | +10.16% | +10.53% | ||
| HD - HOME DEPOT INC | Reduce 2% $(72.9K) | 0.77% | $3.0M | -8.30% | +1.34% | ||
| LMT - LOCKHEED MARTIN CORP | Reduce 1% $(36.2K) | 0.76% | $3.0M | -15.47% | -22.44% | ||
| ABBV - ABBVIE INC | Add 1% ($38.9K) | 0.76% | $3.0M | +7.89% | +13.75% | ||
| ETN - EATON CORP PLC | Reduce 1% $(30.2K) | 0.76% | $2.9M | -12.20% | -16.75% | ||
| AVGO - BROADCOM INC | Add 902% ($2.5M) | 0.72% | $2.8M | +32.25% | +35.33% | ||
| MRK - MERCK & CO INC | Reduce 1% $(15.9K) | 0.71% | $2.8M | -20.55% | -13.62% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | 0.71% | $2.8M | +26.18% | +24.54% | |||
| IEF - ISHARES TR | Reduce 1% $(26.7K) | 0.71% | $2.7M | +1.23% | +0.06% | ||
| V - VISA INC | Reduce 3% $(91.8K) | 0.70% | $2.7M | +16.16% | +15.10% | ||
| LOW - LOWES COS INC | Reduce 15% $(475.6K) | 0.69% | $2.7M | -15.82% | -6.95% | ||
| KR - KROGER CO | Reduce 1% $(21.5K) | 0.69% | $2.7M | +17.51% | +10.85% | ||
| CGGR - CAPITAL GROUP GROWTH ETF | New Purchase | 0.68% | $2.6M | +0.20% | +6.01% | ||
| AMGN - AMGEN INC | Reduce 1% $(36.7K) | 0.68% | $2.6M | -9.10% | -2.17% | ||
| PG - PROCTER AND GAMBLE CO | Reduce 1% $(13.5K) | 0.67% | $2.6M | +0.85% | +3.61% | ||
| SBUX - STARBUCKS CORP | Add 2% ($44.0K) | 0.63% | $2.4M | -13.16% | +16.79% | ||
| QCOM - QUALCOMM INC | Reduce 1% $(16.2K) | 0.63% | $2.4M | -6.06% | +6.30% | ||
| MCD - MCDONALDS CORP | 0.63% | $2.4M | +7.12% | +4.34% | |||
| HMC - HONDA MOTOR LTD | 0.59% | $2.3M | +17.90% | +8.42% | |||
| VBR - VANGUARD INDEX FDS | Reduce 3% $(77.9K) | 0.58% | $2.2M | -10.43% | -3.62% | ||
| CMCSA - COMCAST CORP NEW | 0.58% | $2.2M | -18.19% | -18.28% | |||
| GIS - GENERAL MLS INC | Add 2% ($41.4K) | 0.55% | $2.2M | -15.04% | -6.18% | ||
| CGDV - CAPITAL GROUP DIVIDEND VALUE | New Purchase | 0.54% | $2.1M | +0.57% | +2.41% | ||
| GOOG - ALPHABET INC | 0.49% | $1.9M | -6.42% | +3.26% | |||
| BMY - BRISTOL-MYERS SQUIBB CO | Add 6% ($105.4K) | 0.49% | $1.9M | -18.88% | -4.43% | ||
| MSFT - MICROSOFT CORP | Add 2% ($43.9K) | 0.49% | $1.9M | +7.96% | -2.44% | ||
| UPS - UNITED PARCEL SERVICE INC | Add 6% ($110.6K) | 0.49% | $1.9M | -23.43% | -10.40% | ||
| VTIP - VANGUARD MALVERN FDS | Add 5% ($91.5K) | 0.46% | $1.8M | +3.43% | +1.39% | ||
| VTV - VANGUARD INDEX FDS | New Purchase | 0.38% | $1.5M | -3.48% | +0.42% | ||
| VCSH - VANGUARD SCOTTSDALE FDS | Reduce 2% $(26.0K) | 0.35% | $1.3M | +2.72% | +1.13% | ||
| ALSN - ALLISON TRANSMISSION HLDGS I | Reduce 100% | 0.00% | $0.00 | ||||
| HPQ - HP INC | Reduce 100% | 0.00% | $0.00 | -4.60% | |||
| MBB - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||
| KFY - KORN FERRY | Reduce 100% | 0.00% | $0.00 | -1.29% | |||
| OMC - OMNICOM GROUP INC | Reduce 100% | 0.00% | $0.00 | ||||
| SHOP - SHOPIFY INC | Reduce 100% | 0.00% | $0.00 | +7.53% | |||
| TGNA - TEGNA INC | Reduce 100% | 0.00% | $0.00 | ||||
| UNH - UNITEDHEALTH GROUP INC | Reduce 100% | 0.00% | $0.00 | -0.46% | |||