Cypress Capital, LLC Top Holdings and 13F Report (2023) About Cypress Capital, LLCInvestment ActivityCypress Capital, LLC has $349.68 million in total holdings as of September 30, 2023.Cypress Capital, LLC owns shares of 72 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 5.32% of the portfolio was purchased this quarter.About 15.36% of the portfolio was sold this quarter.This quarter, Cypress Capital, LLC has purchased 81 new stocks and bought additional shares in 15 stocks.Cypress Capital, LLC sold shares of 43 stocks and completely divested from 18 stocks this quarter.Largest Holdings SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $72,399,859Vanguard Total Stock Market ETF $43,582,361WisdomTree Bloomberg Floating Rate Treasury Fund $28,731,613iShares Treasury Floating Rate Bond ETF $18,925,832iShares TIPS Bond ETF $18,808,322 Largest New Holdings this Quarter Alphabet $2,602,307 HoldingLennar $1,275,469 HoldingTapestry $1,050,114 HoldingNextracker $964,392 HoldingFOX $960,670 Holding Largest Purchases this Quarter WisdomTree Bloomberg Floating Rate Treasury Fund 98,939 shares (about $4.98M)Alphabet 13,747 shares (about $2.60M)US Treasury 3 Month Bill ETF 48,543 shares (about $2.42M)Exxon Mobil 14,765 shares (about $1.59M)Lennar 9,353 shares (about $1.28M) Largest Sales this Quarter iShares Core S&P 500 ETF 9,208 shares (about $5.42M)Vanguard Total Stock Market ETF 18,190 shares (about $5.27M)SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 54,376 shares (about $4.97M)abrdn Physical Gold Shares ETF 168,929 shares (about $4.23M)SPDR S&P 500 ETF Trust 6,960 shares (about $4.08M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCypress Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$72,399,859$4,971,598 ▼-6.4%791,86120.7%ETFVTIVanguard Total Stock Market ETF$43,582,361$5,271,627 ▼-10.8%150,38312.5%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$28,731,613$4,978,610 ▲21.0%570,9788.2%FinanceTFLOiShares Treasury Floating Rate Bond ETF$18,925,832$83,023 ▼-0.4%374,9925.4%ETFTIPiShares TIPS Bond ETF$18,808,322$368,130 ▼-1.9%176,5215.4%ETFSPYSPDR S&P 500 ETF Trust$16,767,425$4,079,181 ▼-19.6%28,6094.8%FinanceVGSHVanguard Short-Term Treasury Index ETF$14,081,612$166,395 ▼-1.2%242,0354.0%ETFSGOLabrdn Physical Gold Shares ETF$9,012,614$4,231,671 ▼-32.0%359,7852.6%ETFIWFiShares Russell 1000 Growth ETF$8,850,020$9,638 ▲0.1%22,0382.5%ETFSGOViShares 0-3 Month Treasury Bond ETF$8,267,371$2,006,300 ▼-19.5%82,4102.4%ETFAAPLApple$7,563,649$3,971,392 ▼-34.4%30,2042.2%Computer and TechnologyHEFAiShares Currency Hedged MSCI EAFE ETF$6,600,382$350,350 ▼-5.0%189,9391.9%ETFNOBLProShares S&P 500 Aristocrats ETF$6,190,954$80,238 ▼-1.3%62,1891.8%ETFTBILUS Treasury 3 Month Bill ETF$6,106,919$2,420,360 ▲65.7%122,4811.7%ETFVVisa$3,166,405$35,396 ▼-1.1%10,0190.9%Business ServicesAVGOBroadcom$2,974,971$957,731 ▼-24.4%12,8320.9%Computer and TechnologyETNEaton$2,908,177$155,315 ▼-5.1%8,7630.8%IndustrialsKRKroger$2,880,777$28,496 ▼-1.0%47,1100.8%Retail/WholesaleHDHome Depot$2,870,357$80,910 ▼-2.7%7,3790.8%Retail/WholesaleIBMInternational Business Machines$2,735,531$99,582 ▼-3.5%12,4440.8%Computer and TechnologyABBVAbbVie$2,708,503$27,721 ▼-1.0%15,2420.8%MedicalBMYBristol-Myers Squibb$2,691,577$548,236 ▲25.6%47,5880.8%MedicalGOOGLAlphabet$2,602,307$2,602,307 ▲New Holding13,7470.7%Computer and TechnologyPGProcter & Gamble$2,582,648$25,483 ▼-1.0%15,4050.7%Consumer StaplesGISGeneral Mills$2,525,420$607,792 ▲31.7%39,6020.7%Consumer StaplesLMTLockheed Martin$2,524,897$15,550 ▲0.6%5,1960.7%AerospaceMRKMerck & Co., Inc.$2,514,755$27,059 ▲1.1%25,2790.7%MedicalLOWLowe's Companies$2,500,824$56,270 ▼-2.2%10,1330.7%Retail/WholesaleIEFiShares 7-10 Year Treasury Bond ETF$2,478,307$108,074 ▼-4.2%26,8070.7%ETFMCDMcDonald's$2,381,446$18,843 ▼-0.8%8,2150.7%Retail/WholesaleSBUXStarbucks$2,354,889$21,900 ▲0.9%25,8070.7%Retail/WholesaleQCOMQUALCOMM$2,279,414$4,301 ▲0.2%14,8380.7%Computer and TechnologyAMGNAmgen$2,199,541$78,453 ▲3.7%8,4390.6%MedicalCMCSAComcast$2,140,116$57,759 ▲2.8%57,0240.6%Consumer DiscretionaryGOOGAlphabet$2,098,665$120,169 ▼-5.4%11,0200.6%Computer and TechnologyXOMExxon Mobil$2,004,997$1,588,271 ▲381.1%18,6390.6%EnergyMSFTMicrosoft$1,968,405$106,218 ▼-5.1%4,6700.6%Computer and TechnologyUPSUnited Parcel Service$1,763,130$30,012 ▼-1.7%13,9820.5%TransportationVTIPVanguard Short-Term Inflation-Protected Securities ETF$1,701,382$156,348 ▼-8.4%35,1380.5%ManufacturingPULSPGIM Ultra Short Bond ETF$1,577,114$109,356 ▼-6.5%31,8290.5%ETFLENLennar$1,275,469$1,275,469 ▲New Holding9,3530.4%ConstructionVCSHVanguard Short-Term Corporate Bond ETF$1,269,067$50,082 ▼-3.8%16,2680.4%ETFHPQHP$1,106,320$66,663 ▼-5.7%33,9050.3%Computer and TechnologySHOPShopify$1,063,3000.0%10,0000.3%Computer and TechnologyTPRTapestry$1,050,114$1,050,114 ▲New Holding16,0740.3%Retail/WholesalePTRBPGIM Total Return Bond ETF$1,012,709$278,327 ▲37.9%24,7240.3%ETFNVDANVIDIA$971,598$213,926 ▼-18.0%7,2350.3%Computer and TechnologyNXTNextracker$964,392$964,392 ▲New Holding26,4000.3%EnergyFOXAFOX$960,670$960,670 ▲New Holding19,7750.3%Consumer DiscretionaryKFYKorn Ferry$922,176$60,165 ▼-6.1%13,6720.3%Business ServicesALSNAllison Transmission$913,323$51,220 ▼-5.3%8,4520.3%Auto/Tires/TrucksUNHUnitedHealth Group$840,739$43,504 ▼-4.9%1,6620.2%MedicalTGNATEGNA$739,684$43,420 ▼-5.5%40,4420.2%Consumer DiscretionarySCHDSchwab US Dividend Equity ETF$682,536$687,536 ▼-50.2%24,9830.2%ETFMBBiShares MBS ETF$659,913$27,046 ▼-3.9%7,1980.2%ETFTSLATesla$634,029$581,934 ▼-47.9%1,5700.2%Auto/Tires/TrucksIVViShares Core S&P 500 ETF$579,850$5,420,567 ▼-90.3%9850.2%ETFOMCOmnicom Group$539,213$29,942 ▼-5.3%6,2670.2%Business ServicesIWDiShares Russell 1000 Value ETF$466,5280.0%2,5200.1%ETFLLYEli Lilly and Company$449,304$8,492 ▲1.9%5820.1%MedicalMETAMeta Platforms$413,956$59,722 ▲16.9%7070.1%Computer and TechnologyGLDSPDR Gold Shares$406,778$16,949 ▼-4.0%1,6800.1%FinanceBRK.BBerkshire Hathaway$383,928$383,928 ▲New Holding8470.1%FinanceAMZNAmazon.com$349,851$99,362 ▼-22.1%1,5950.1%Retail/WholesaleIONSIonis Pharmaceuticals$349,6000.0%10,0000.1%MedicalUSNAUSANA Health Sciences$296,523$29,932 ▼-9.2%8,2620.1%MedicalFAUGFT Vest U.S. Equity Buffer ETF - August$278,3090.0%5,9800.1%ETFQQQInvesco QQQ$239,820$239,820 ▲New Holding4690.1%FinanceTTDTrade Desk$235,0600.0%2,0000.1%Computer and TechnologyTAT&T$224,736$224,736 ▲New Holding9,8700.1%Computer and TechnologyVTVanguard Total World Stock ETF$212,639$212,639 ▲New Holding1,8100.1%ETFRIVNRivian Automotive$159,839$23,900 ▼-13.0%12,0180.0%Auto/Tires/TrucksCSCOCisco Systems$0$3,506,900 ▼-100.0%00.0%Computer and TechnologyCGGRCapital Group Growth ETF$0$2,641,292 ▼-100.0%00.0%ETFHMCHonda Motor$0$2,354,810 ▼-100.0%00.0%Auto/Tires/TrucksVBRVanguard Small-Cap Value ETF$0$2,247,330 ▼-100.0%00.0%ETFCGDVCapital Group Dividend Value ETF$0$2,099,673 ▼-100.0%00.0%ETFVTVVanguard Value ETF$0$1,459,754 ▼-100.0%00.0%ETFSPLGSPDR Portfolio S&P 500 ETF$0$751,319 ▼-100.0%00.0%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$0$694,250 ▼-100.0%00.0%ETFVOOVanguard S&P 500 ETF$0$468,043 ▼-100.0%00.0%ETFCGUSCapital Group Core Equity ETF$0$447,594 ▼-100.0%00.0%ETFAORiShares Core 60/40 Balanced Allocation ETF$0$316,460 ▼-100.0%00.0%ETFTWSTTwist Bioscience$0$254,589 ▼-100.0%00.0%MedicalSCHGSchwab U.S. Large-Cap Growth ETF$0$249,824 ▼-100.0%00.0%ETFVHTVanguard Health Care ETF$0$239,023 ▼-100.0%00.0%ETFIUSGiShares Core S&P U.S. Growth ETF$0$221,741 ▼-100.0%00.0%ManufacturingDVYiShares Select Dividend ETF$0$207,603 ▼-100.0%00.0%ETFIJHiShares Core S&P Mid-Cap ETF$0$204,285 ▼-100.0%00.0%ETFDLXDeluxe$0$203,203 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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