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CCA

Cypress Capital Advisors Portfolio holdings

AUM $243M
1-Year Est. Return 19.53%
This Fund
S&P 500
This Quarter Est. Return
+0.39%
1 Year Est. Return
+19.53%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$128M
AUM Growth
–
Cap. Flow
+$129M
Cap. Flow %
100.87%
Top 10 Hldgs %
63.1%
Holding
61
New
61
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$15.4M
2
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$11.9M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$9.44M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.16M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$7.87M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 7.7%
2 Consumer Discretionary 4.07%
3 Healthcare 3.23%
4 Consumer Staples 2.45%
5 Industrials 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BMY icon
26
Bristol-Myers Squibb
BMY
$133B
$1.01M 0.79%
+17,867
New +$998K
GIS icon
27
General Mills
GIS
$19.1B
$973K 0.76%
+15,258
New +$1.02M
MCD icon
28
McDonald's
MCD
$192B
$956K 0.75%
+3,297
New +$983K
LMT icon
29
Lockheed Martin
LMT
$134B
$953K 0.75%
+1,961
New +$1.07M
GOOGL icon
30
Alphabet (Google) Class A
GOOGL
$4.36T
$947K 0.74%
+5,005
New +$876K
MRK icon
31
Merck
MRK
$322B
$936K 0.73%
+9,410
New +$970K
QCOM icon
32
Qualcomm
QCOM
$155B
$897K 0.7%
+5,838
New +$956K
SBUX icon
33
Starbucks
SBUX
$120B
$876K 0.69%
+9,597
New +$928K
AMGN icon
34
Amgen
AMGN
$208B
$866K 0.68%
+3,321
New +$985K
CMCSA icon
35
Comcast
CMCSA
$85B
$855K 0.67%
+22,777
New +$945K
SPYM
36
State Street SPDR Portfolio S&P 500 ETF
SPYM
$161B
$743K 0.58%
+10,783
New +$747K
IWD icon
37
iShares Russell 1000 Value ETF
IWD
$82.2B
$737K 0.58%
+3,979
New +$763K
MSFT icon
38
Microsoft
MSFT
$3.45T
$717K 0.56%
+1,700
New +$724K
UPS icon
39
United Parcel Service
UPS
$88.6B
$695K 0.54%
+5,510
New +$725K
AOA icon
40
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.19B
$669K 0.52%
+8,739
New +$684K
CGUS icon
41
Capital Group Core Equity ETF
CGUS
$11.4B
$568K 0.44%
+16,229
New +$569K
IJH icon
42
iShares Core S&P Mid-Cap ETF
IJH
$122B
$559K 0.44%
+8,966
New +$575K
XOM icon
43
ExxonMobil
XOM
$644B
$528K 0.41%
+4,905
New +$574K
VOO icon
44
Vanguard S&P 500 ETF
VOO
$979B
$469K 0.37%
+870
New +$471K
LEN icon
45
Lennar Class A
LEN
$19.8B
$468K 0.37%
+3,547
New +$576K
TSLA icon
46
Tesla
TSLA
$1.23T
$459K 0.36%
+1,137
New +$366K
XLK icon
47
State Street Technology Select Sector SPDR ETF
XLK
$115B
$450K 0.35%
+3,872
New +$450K
XLF icon
48
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
$359K 0.28%
+7,424
New +$359K
XLV icon
49
State Street Health Care Select Sector SPDR ETF
XLV
$41.9B
$338K 0.26%
+2,458
New +$360K
AOR icon
50
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.66B
$300K 0.23%
+5,226
New +$306K
1
2
3

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JAM
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IFO
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VG
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Cypress Capital Advisors's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Cypress Capital Advisors, which disclosed 61 positions worth $128M. Its ten largest holdings account for 63% of the portfolio.

Its largest position is Vanguard Morningstar Total Stock Market ETF: 52,933 shares worth $15.3M.

By sector, the portfolio is most concentrated in Technology at 7.7% of assets, followed by Consumer Discretionary and Healthcare.

  • Cypress Capital Advisors's largest Q4 2024 buy was Vanguard Morningstar Total Stock Market ETF: 52,933 shares worth $15.3M.
  • Cypress Capital Advisors's ten largest holdings make up 63% of its $128M portfolio in Q4 2024.
  • Cypress Capital Advisors disclosed 61 positions in Q4 2024, its first 13F filing on record.

Based on Cypress Capital Advisors's 13F filing for Q4 2024, filed 27 Aug 2025.