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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
AMZN icon
51
Amazon
AMZN
$2.92T
$286K 0.22%
+1,304
New +$267K
SCHG icon
52
Schwab US Large-Cap Growth ETF
SCHG
$59.8B
$265K 0.21%
+9,518
New +$260K
IJR icon
53
iShares Core S&P Small-Cap ETF
IJR
$109B
$264K 0.21%
+2,292
New +$274K
TWST icon
54
Twist Bioscience
TWST
$5.7B
$259K 0.2%
+5,577
New +$252K
IUSG icon
55
iShares Core S&P US Growth ETF
IUSG
$31.7B
$234K 0.18%
+1,681
New +$231K
VHT icon
56
Vanguard Health Care ETF
VHT
$18.1B
$215K 0.17%
+847
New +$228K
VTIP icon
57
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.1B
$215K 0.17%
+4,434
New +$217K
VO icon
58
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$214K 0.17%
+3,244
New +$220K
XLY icon
59
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$206K 0.16%
+1,832
New +$196K
GLD icon
60
SPDR Gold Trust
GLD
$131B
$205K 0.16%
+847
New +$208K
DVY icon
61
iShares Select Dividend ETF
DVY
$23.5B
$202K 0.16%
+1,537
New +$209K
1 2
3

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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.