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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
% of AUM
100.87%
Top 10 Holdings %
Top 10 Hldgs %
63.1%
Holding
61
New
61
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$15.4M |
| 2 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$11.9M |
| 3 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$9.44M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$8.16M |
| 5 |
abrdn Physical Gold Shares ETF
SGOL
|
+$7.87M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 77.54% |
| 2 | Technology | 7.7% |
| 3 | Consumer Discretionary | 4.07% |
| 4 | Healthcare | 3.23% |
| 5 | Consumer Staples | 2.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Vanguard Morningstar Total Stock Market ETF
VTI
$691B
| $15.3M | 12.01% |
+52,933
| New | +$15.4M |
|
|
2
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.5B
| $11.9M | 9.33% |
+130,310
| New | +$11.9M |
|
|
3
State Street SPDR S&P 500 ETF Trust
SPY
$811B
| $9.39M | 7.35% |
+16,022
| New | +$9.44M |
|
|
4
iShares Core S&P 500 ETF
IVV
$872B
| $8.12M | 6.36% |
+13,792
| New | +$8.16M |
|
|
5
abrdn Physical Gold Shares ETF
SGOL
$7.33B
| $7.76M | 6.08% |
+309,888
| New | +$7.87M |
|
6
WisdomTree Floating Rate Treasury Fund
USFR
$18.8B
| $7.04M | 5.51% |
+139,839
| New | +$7.04M |
|
7
Apple
AAPL
$4.61T
| $5.9M | 4.62% |
+23,571
| New | +$5.56M |
|
8
iShares Treasury Floating Rate Bond ETF
TFLO
$6.66B
| $5.55M | 4.35% |
+110,050
| New | +$5.56M |
|
9
iShares TIPS Bond ETF
TIP
$14.9B
| $5.23M | 4.1% |
+49,111
| New | +$5.32M |
|
10
Schwab US Dividend Equity ETF
SCHD
$111B
| $4.35M | 3.41% |
+159,388
| New | +$4.53M |
|
11
Vanguard Short-Term Treasury ETF
VGSH
$34.7B
| $4.16M | 3.26% |
+71,527
| New | +$4.17M |
|
12
Capital Group Growth ETF
CGGR
$25.5B
| $3.67M | 2.87% |
+98,704
| New | +$3.63M |
|
13
Capital Group Dividend Value ETF
CGDV
$38.8B
| $2.82M | 2.21% |
+80,106
| New | +$2.91M |
|
14
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.55B
| $2.38M | 1.87% |
+68,569
| New | +$2.42M |
|
15
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.6B
| $2.17M | 1.7% |
+43,572
| New | +$2.29M |
|
16
Vanguard Morningstar Value ETF
VTV
$193B
| $1.94M | 1.52% |
+11,437
| New | +$2.01M |
|
17
Visa
V
$689B
| $1.24M | 0.97% |
+3,927
| New | +$1.18M |
|
18
Broadcom
AVGO
$1.75T
| $1.24M | 0.97% |
+5,341
| New | +$988K |
|
19
Eaton
ETN
$166B
| $1.19M | 0.93% |
+3,591
| New | +$1.26M |
|
20
Home Depot
HD
$316B
| $1.14M | 0.89% |
+2,938
| New | +$1.2M |
|
21
Kroger
KR
$35B
| $1.12M | 0.88% |
+18,311
| New | +$1.07M |
|
22
IBM
IBM
$218B
| $1.08M | 0.85% |
+4,935
| New | +$1.1M |
|
23
AbbVie
ABBV
$444B
| $1.05M | 0.82% |
+5,905
| New | +$1.09M |
|
24
Procter & Gamble
PG
$337B
| $1.03M | 0.81% |
+6,157
| New | +$1.05M |
|
25
Lowe's Companies
LOW
$113B
| $1.01M | 0.79% |
+4,103
| New | +$1.1M |
|
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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 Miscellaneous at 78% of assets, followed by Technology and Consumer Discretionary.
- 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.