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Cypress Capital Group Top Holdings and 13F Report (2024)

About Cypress Capital Group

Investment Activity

  • Cypress Capital Group has $889.82 million in total holdings as of September 30, 2024.
  • Cypress Capital Group owns shares of 310 different stocks, but just 81 companies or ETFs make up 80% of its holdings.
  • Approximately 3.56% of the portfolio was purchased this quarter.
  • About 2.56% of the portfolio was sold this quarter.
  • This quarter, Cypress Capital Group has purchased 294 new stocks and bought additional shares in 108 stocks.
  • Cypress Capital Group sold shares of 159 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Apple
$49,336,509
Microsoft
$36,163,703
AbbVie
$22,472,632

Largest New Holdings this Quarter

Advanced Micro Devices
$1,703,150 Holding
Global X Uranium ETF
$1,044,551 Holding
Incyte
$971,340 Holding
Cummins
$706,004 Holding
CORPAY INC
$555,149 Holding

Largest Purchases this Quarter

Broadcom
46,113 shares (about $7.95M)
Advanced Micro Devices
10,380 shares (about $1.70M)
Global X Uranium ETF
36,510 shares (about $1.04M)
Meta Platforms
1,819 shares (about $1.04M)
Incyte
14,695 shares (about $971.34K)

Largest Sales this Quarter

Verizon Communications
29,027 shares (about $1.30M)
Eli Lilly and Company
1,417 shares (about $1.26M)
Bristol-Myers Squibb
24,205 shares (about $1.25M)
iShares Core S&P 500 ETF
1,733 shares (about $999.62K)
Starbucks
9,131 shares (about $890.18K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCypress Capital Group

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$51,476,896$999,624 -1.9%89,2435.8%ETF
Apple Inc. stock logo
AAPL
Apple
$49,336,509$568,752 -1.1%211,7455.5%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$48,592,037$1,255,377 -2.5%54,8485.5%Medical
Microsoft Co. stock logo
MSFT
Microsoft
$36,163,703$184,599 -0.5%84,0434.1%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$22,472,632$26,462 -0.1%113,7972.5%Medical
Visa Inc. stock logo
V
Visa
$20,210,750$281,549 -1.4%73,5072.3%Business Services
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$19,645,035$217,453 -1.1%33,6072.2%Aerospace
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$16,531,654$50,170 0.3%141,0311.9%Oils/Energy
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$16,142,699$349,798 -2.1%35,0731.8%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$15,905,604$488,796 -3.0%130,9751.8%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$14,921,297$102,478 0.7%70,7641.7%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$12,820,249$200,118 1.6%68,8041.4%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$12,710,194$297,218 -2.3%78,4291.4%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$12,478,624$751,621 6.4%21,7491.4%Finance
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$11,428,649$13,987 -0.1%97,2321.3%Retail/Wholesale
Invesco QQQ stock logo
QQQ
Invesco QQQ
$11,410,100$186,931 1.7%23,3781.3%Finance
Walmart Inc. stock logo
WMT
Walmart
$11,219,244$491,848 4.6%138,9381.3%Retail/Wholesale
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$10,642,778$9,482 -0.1%47,1421.2%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$10,036,209$13,371 -0.1%24,7691.1%Retail/Wholesale
Mastercard Incorporated stock logo
MA
Mastercard
$9,829,878$306,644 -3.0%19,9071.1%Business Services
Accenture plc stock logo
ACN
Accenture
$8,741,207$326,969 -3.6%24,7291.0%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$8,738,639$84,367 -1.0%76,6481.0%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$8,675,025$7,954,493 1,104.0%50,2901.0%Computer and Technology
Phillips 66 stock logo
PSX
Phillips 66
$8,583,685$78,476 0.9%65,3001.0%Oils/Energy
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$8,303,030$507,976 -5.8%80,9420.9%ETF
McDonald's Co. stock logo
MCD
McDonald's
$7,840,219$210,721 -2.6%25,7470.9%Retail/Wholesale
iShares India 50 ETF stock logo
INDY
iShares India 50 ETF
$7,580,063$65,702 -0.9%134,6370.9%Manufacturing
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$7,548,717$114,361 1.5%8,5150.8%Retail/Wholesale
CME Group Inc. stock logo
CME
CME Group
$7,544,024$82,302 1.1%34,1900.8%Finance
Chevron Co. stock logo
CVX
Chevron
$7,522,551$594,234 -7.3%51,0800.8%Oils/Energy
3M stock logo
MMM
3M
$7,321,652$270,529 3.8%53,5600.8%Multi-Sector Conglomerates
BlackRock, Inc. stock logo
BLK
BlackRock
$7,183,590$142,419 2.0%7,5660.8%Finance
Paychex, Inc. stock logo
PAYX
Paychex
$7,152,526$112,855 -1.6%53,3010.8%Business Services
Alphabet Inc. stock logo
GOOG
Alphabet
$6,965,135$239,750 -3.3%41,6600.8%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$6,604,811$246,453 3.9%39,8240.7%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$6,524,636$212,892 -3.2%24,0890.7%Retail/Wholesale
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$6,487,533$102,231 1.6%90,6840.7%ETF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$6,466,856$47,467 0.7%53,2690.7%Consumer Staples
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$5,835,691$173,065 -2.9%9,9810.7%Medical
Adobe Inc. stock logo
ADBE
Adobe
$5,442,904$100,449 -1.8%10,5120.6%Computer and Technology
PepsiCo, Inc. stock logo
PEP
PepsiCo
$5,219,514$145,733 -2.7%30,6940.6%Consumer Staples
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$5,210,474$146,720 2.9%45,8830.6%Medical
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$5,122,779$174,107 3.5%58,3460.6%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$5,065,424$272,058 5.7%101,9200.6%Finance
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$4,956,325$57,903 1.2%93,1290.6%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$4,677,938$171,121 3.8%27,0090.5%Consumer Staples
RTX Co. stock logo
RTX
RTX
$4,652,059$59,247 1.3%38,3960.5%Aerospace
Cencora, Inc. stock logo
COR
Cencora
$4,562,201$336,499 -6.9%20,2690.5%Medical
Intuit Inc. stock logo
INTU
Intuit
$4,434,561$150,282 -3.3%7,1410.5%Computer and Technology
Amgen Inc. stock logo
AMGN
Amgen
$4,355,957$43,821 1.0%13,5190.5%Medical
Coterra Energy Inc. stock logo
CTRA
Coterra Energy
$4,336,818$219,669 -4.8%181,0780.5%Oils/Energy
International Business Machines Co. stock logo
IBM
International Business Machines
$4,283,425$755,873 21.4%19,3750.5%Computer and Technology
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$4,215,811$53,238 -1.2%50,2840.5%Medical
Pacer US Small Cap Cash Cows 100 ETF stock logo
CALF
Pacer US Small Cap Cash Cows 100 ETF
$4,014,583$484,645 -10.8%86,2980.5%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$3,906,597$7,473 -0.2%54,3640.4%Consumer Staples
LINDE PLC
$3,875,919$24,320 -0.6%8,1280.4%SHS
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$3,874,079$1,252,365 -24.4%74,8760.4%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$3,841,297$65,342 1.7%45,4430.4%Utilities
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$3,794,156$53,226 1.4%22,3120.4%Computer and Technology
Altria Group, Inc. stock logo
MO
Altria Group
$3,717,652$17,200 0.5%72,8380.4%Consumer Staples
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$3,674,405$43,615 1.2%34,6250.4%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$3,557,715$1,041,268 41.4%6,2150.4%Computer and Technology
Eaton Co. plc stock logo
ETN
Eaton
$3,522,876$231,014 7.0%10,6290.4%Industrial Products
Pfizer Inc. stock logo
PFE
Pfizer
$3,510,815$92,492 2.7%121,3140.4%Medical
The Walt Disney Company stock logo
DIS
Walt Disney
$3,507,376$127,837 3.8%36,4630.4%Consumer Discretionary
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$3,354,697$826 0.0%16,2400.4%Computer and Technology
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$3,344,711$52,101 1.6%19,2590.4%Computer and Technology
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$3,205,634$9,850 -0.3%31,2440.4%Utilities
Valero Energy Co. stock logo
VLO
Valero Energy
$3,128,780$56,443 1.8%23,1710.4%Oils/Energy
Zoetis Inc. stock logo
ZTS
Zoetis
$3,108,105$135,789 -4.2%15,9080.3%Medical
Lam Research Co. stock logo
LRCX
Lam Research
$2,986,853$107,723 3.7%3,6600.3%Computer and Technology
Duke Energy Co. stock logo
DUK
Duke Energy
$2,955,715$763,286 -20.5%25,6350.3%Utilities
S&P Global Inc. stock logo
SPGI
S&P Global
$2,885,839$68,194 -2.3%5,5860.3%Business Services
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$2,795,733$102,669 -3.5%7,3250.3%Basic Materials
Intel Co. stock logo
INTC
Intel
$2,771,048$491,370 21.6%118,1180.3%Computer and Technology
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$2,734,381$32,908 -1.2%26,3400.3%Consumer Staples
Starbucks Co. stock logo
SBUX
Starbucks
$2,714,125$890,182 -24.7%27,8400.3%Retail/Wholesale
Ross Stores, Inc. stock logo
ROST
Ross Stores
$2,660,264$2,258 -0.1%17,6750.3%Retail/Wholesale
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$2,584,308$121,122 -4.5%23,7900.3%ETF
L3Harris Technologies, Inc. stock logo
LHX
L3Harris Technologies
$2,490,975$23,073 0.9%10,4720.3%Aerospace
FedEx Co. stock logo
FDX
FedEx
$2,410,026$20,800 0.9%8,8060.3%Transportation
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$2,394,812$50,855 2.2%17,5650.3%Transportation
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$2,390,710$28,227 -1.2%8,6390.3%Business Services
Air Products and Chemicals, Inc. stock logo
APD
Air Products and Chemicals
$2,244,364$99,445 -4.2%7,5380.3%Basic Materials
Oracle Co. stock logo
ORCL
Oracle
$2,208,725$64,922 3.0%12,9620.2%Computer and Technology
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$2,111,914$26,799 1.3%13,7120.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,041,867$21,237 -1.0%7,2110.2%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$2,018,120$1,303,602 -39.2%44,9370.2%Computer and Technology
ConocoPhillips stock logo
COP
ConocoPhillips
$1,978,211$10,107 0.5%18,7900.2%Oils/Energy
American Tower Co. stock logo
AMT
American Tower
$1,966,760$127,443 -6.1%8,4570.2%Finance
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,951,848$83,066 -4.1%14,4510.2%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$1,946,484$266,624 -12.0%22,0840.2%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,917,253$211,064 12.4%7,2670.2%ETF
Salesforce, Inc. stock logo
CRM
Salesforce
$1,867,524$39,962 -2.1%6,8230.2%Computer and Technology
Avery Dennison Co. stock logo
AVY
Avery Dennison
$1,792,572$55,190 -3.0%8,1200.2%Industrial Products
Caterpillar Inc. stock logo
CAT
Caterpillar
$1,788,592$22,685 -1.3%4,5730.2%Industrial Products
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,758,280$28,154 -1.6%4,6840.2%ETF
First Trust Managed Municipal ETF stock logo
FMB
First Trust Managed Municipal ETF
$1,738,062$389,700 28.9%33,4500.2%Manufacturing
Netflix, Inc. stock logo
NFLX
Netflix
$1,717,852$18,441 -1.1%2,4220.2%Consumer Discretionary
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,703,150$1,703,150 New Holding10,3800.2%Computer and Technology

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