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Cypress Capital, LLC 13F Holdings
Holdings from the most recent 13F from Cypress Capital, LLC
Filed: 2025-02-03 (Q4 2024) | Holdings: 72 | Value: $349.7M | 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 | Reduce 6% $(4.8M) | 20.70% | $72.4M | +1.20% | +1.01% | ||
| VTI - VANGUARD INDEX FDS | Reduce 11% $(5.3M) | 12.46% | $43.6M | -2.98% | -6.21% | ||
| USFR - WISDOMTREE TR | Add 21% ($5.1M) | 8.22% | $28.7M | +1.16% | +0.94% | ||
| TFLO - ISHARES TR | 5.41% | $18.9M | +1.22% | +1.02% | |||
| TIP - ISHARES TR | Reduce 1% $(258.8K) | 5.38% | $18.8M | +1.36% | +2.10% | ||
| SPY - SPDR S&P 500 ETF TR | Reduce 20% $(4.1M) | 4.80% | $16.8M | -2.21% | -5.46% | ||
| VGSH - VANGUARD SCOTTSDALE FDS | Reduce 1% $(100.1K) | 4.03% | $14.1M | +1.53% | +1.67% | ||
| SGOL - ETFS GOLD TR | Reduce 32% $(4.2M) | 2.58% | $9.0M | +16.65% | +17.02% | ||
| IWF - ISHARES TR | 2.53% | $8.9M | -2.90% | -7.54% | |||
| SGOV - ISHARES TR | Reduce 20% $(2.0M) | 2.36% | $8.3M | +1.23% | +1.04% | ||
| AAPL - APPLE INC | Reduce 34% $(4.0M) | 2.16% | $7.6M | -10.86% | -12.38% | ||
| HEFA - ISHARES TR | Reduce 1% $(73.6K) | 1.89% | $6.6M | +3.53% | +1.57% | ||
| NOBL - PROSHARES TR | Reduce 1% $(66.1K) | 1.77% | $6.2M | -1.64% | -2.87% | ||
| TBIL - RBB FD INC | Add 66% ($2.4M) | 1.75% | $6.1M | +1.21% | +1.02% | ||
| V - VISA INC | Add 1% ($32.6K) | 0.91% | $3.2M | +4.32% | +1.34% | ||
| AVGO - BROADCOM INC | Reduce 20% $(756.0K) | 0.85% | $3.0M | +5.05% | -8.22% | ||
| ETN - EATON CORP PLC | Reduce 1% $(34.2K) | 0.83% | $2.9M | +1.76% | -5.73% | ||
| KR - KROGER CO | Add 1% ($27.3K) | 0.82% | $2.9M | +9.12% | +14.86% | ||
| HD - HOME DEPOT INC | Add 1% ($21.8K) | 0.82% | $2.9M | -8.87% | -11.11% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | 0.78% | $2.7M | +1.68% | -3.52% | |||
| ABBV - ABBVIE INC | Add 2% ($49.0K) | 0.77% | $2.7M | -2.21% | +5.46% | ||
| BMY - BRISTOL-MYERS SQUIBB CO | Add 29% ($603.5K) | 0.77% | $2.7M | -19.30% | -14.04% | ||
| GOOGL - ALPHABET INC | New Purchase | 0.74% | $2.6M | -17.03% | -19.17% | ||
| PG - PROCTER AND GAMBLE CO | Add 2% ($59.7K) | 0.74% | $2.6M | -1.67% | -5.59% | ||
| GIS - GENERAL MLS INC | Add 36% ($668.7K) | 0.72% | $2.5M | -9.78% | -6.92% | ||
| LMT - LOCKHEED MARTIN CORP | Add 3% ($64.6K) | 0.72% | $2.5M | +4.35% | +4.63% | ||
| MRK - MERCK & CO INC | Add 4% ($93.5K) | 0.72% | $2.5M | -12.76% | -6.12% | ||
| LOW - LOWES COS INC | Add 2% ($49.6K) | 0.72% | $2.5M | -10.70% | -11.55% | ||
| IEF - ISHARES TR | Reduce 4% $(105.2K) | 0.71% | $2.5M | +1.54% | +3.04% | ||
| MCD - MCDONALDS CORP | Add 3% ($62.6K) | 0.68% | $2.4M | +9.84% | +9.59% | ||
| SBUX - STARBUCKS CORP | Add 3% ($66.2K) | 0.67% | $2.4M | -22.69% | -24.45% | ||
| QCOM - QUALCOMM INC | Add 3% ($73.4K) | 0.65% | $2.3M | -9.72% | -16.80% | ||
| AMGN - AMGEN INC | Add 4% ($78.5K) | 0.63% | $2.2M | -3.37% | -1.14% | ||
| CMCSA - COMCAST CORP NEW | Add 7% ($132.7K) | 0.61% | $2.1M | +8.38% | +6.37% | ||
| GOOG - ALPHABET INC | Reduce 4% $(78.3K) | 0.60% | $2.1M | -16.75% | -18.71% | ||
| XOM - EXXON MOBIL CORP | New Purchase | 0.57% | $2.0M | -1.08% | -2.35% | ||
| MSFT - MICROSOFT CORP | Add 6% ($105.8K) | 0.56% | $2.0M | +10.09% | +5.90% | ||
| UPS - UNITED PARCEL SERVICE INC | Add 1% ($20.0K) | 0.50% | $1.8M | -11.24% | -12.94% | ||
| VTIP - VANGUARD MALVERN FDS | Reduce 2% $(31.5K) | 0.49% | $1.7M | +2.25% | +2.41% | ||
| PULS - PGIM ETF TR | New Purchase | 0.45% | $1.6M | +1.25% | +0.96% | ||
| LEN - LENNAR CORP | New Purchase | 0.36% | $1.3M | -15.78% | -12.92% | ||
| VCSH - VANGUARD SCOTTSDALE FDS | Reduce 4% $(49.2K) | 0.36% | $1.3M | +1.72% | +1.76% | ||
| HPQ - HP INC | New Purchase | 0.32% | $1.1M | -9.57% | -18.13% | ||
| SHOP - SHOPIFY INC | New Purchase | 0.30% | $1.1M | -12.02% | -15.41% | ||
| TPR - TAPESTRY INC | New Purchase | 0.30% | $1.1M | +8.22% | -0.50% | ||
| PTRB - PGIM ETF TR | New Purchase | 0.29% | $1.0M | +0.62% | +1.34% | ||
| NVDA - NVIDIA CORPORATION | New Purchase | 0.28% | $971.6K | +12.70% | -2.68% | ||
| NXT - NEXTRACKER INC | New Purchase | 0.28% | $964.4K | +18.52% | -15.77% | ||
| FOXA - FOX CORP | New Purchase | 0.27% | $960.7K | -0.04% | -10.70% | ||
| KFY - KORN FERRY | New Purchase | 0.26% | $922.2K | -2.08% | -8.14% | ||
| HMC - HONDA MOTOR LTD | Reduce 100% | 0.00% | $0.00 | ||||
| CSCO - CISCO SYS INC | Reduce 100% | 0.00% | $0.00 | ||||
| CGGR - CAPITAL GROUP GROWTH ETF | Reduce 100% | 0.00% | $0.00 | ||||
| VTV - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| VBR - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||
| CGDV - CAPITAL GROUP DIVIDEND VALUE | Reduce 100% | 0.00% | $0.00 | ||||
| SCHD - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||
| IVV - ISHARES TR | Reduce 100% | 0.00% | $0.00 | ||||