CCG
Cypress Capital Group Portfolio holdings
AUM
$836M
1-Year Est. Return
20.24%
1 Year Est. Return
+20.24%
AUM
$836M
AUM Growth
+$32.8M
(+4.1%)
Holding
233
Top Buys
| 1 | +$3.58M | |
| 2 | +$2.77M | |
| 3 | +$2.73M | |
| 4 |
Pfizer
PFE
|
+$2.6M |
| 5 |
Advanced Micro Devices
AMD
|
+$2.3M |
Top Sells
| 1 | +$34M | |
| 2 | +$3.94M | |
| 3 | +$2.24M | |
| 4 |
Verizon
VZ
|
+$1.51M |
| 5 |
Coterra Energy
CTRA
|
+$1.42M |
Sector Composition
| 1 | Technology | 22.4% |
| 2 | Healthcare | 14.83% |
| 3 | Financials | 12.91% |
| 4 | Consumer Discretionary | 7.94% |
| 5 | Industrials | 6.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Apple
AAPL
$4.18T
| $50.3M | 6.01% |
197,387
-1,588
|
|
||
2
Eli Lilly
LLY
$947B
| $39.2M | 4.69% |
51,412
-673
|
|
||
3
Microsoft
MSFT
$3.62T
| $37.4M | 4.47% |
72,235
-157
|
|
||
4
AbbVie
ABBV
$398B
| $25M | 2.99% |
107,953
-517
|
|
||
5
Visa
V
$638B
| $23M | 2.75% |
67,368
-2,814
|
|
||
6
JPMorgan Chase
JPM
$841B
| $22.9M | 2.74% |
72,529
-158
|
|
||
7
NVIDIA
NVDA
$4.37T
| $22.4M | 2.68% |
120,214
-1,331
|
|
||
8
iShares Core S&P 500 ETF
IVV
$729B
| $22.3M | 2.67% |
33,338
-50,781
|
|
||
9
Berkshire Hathaway Class B
BRK.B
$1.1T
| $20M | 2.39% |
39,782
+233
|
|
||
10
iShares Gold Trust
IAU
$65.9B
| $19.7M | 2.35% |
270,506
+8,457
|
|
||
11
Broadcom
AVGO
$1.82T
| $18.5M | 2.21% |
55,949
+1,084
|
|
||
12
Amazon
AMZN
$2.5T
| $16.2M | 1.94% |
73,921
+1,559
|
|
||
13
Walmart
WMT
$889B
| $14.7M | 1.76% |
142,983
+1,520
|
|
||
14
Exxon Mobil
XOM
$492B
| $14.4M | 1.73% |
128,137
-4,005
|
|
||
15
Johnson & Johnson
JNJ
$495B
| $14.4M | 1.72% |
77,690
+3,801
|
|
||
16
SPDR S&P 500 ETF Trust
SPY
$697B
| $14.4M | 1.72% |
21,541
-19
|
|
||
17
Lockheed Martin
LMT
$102B
| $14.1M | 1.69% |
28,319
-4,486
|
|
||
18
TJX Companies
TJX
$168B
| $13.8M | 1.66% |
95,776
+589
|
|
||
19
Invesco QQQ Trust
QQQ
$404B
| $13.6M | 1.63% |
22,671
+158
|
|
||
20
Alphabet (Google) Class A
GOOGL
$3.8T
| $11.1M | 1.33% |
45,633
+3,053
|
|
||
21
Mastercard
MA
$488B
| $10.5M | 1.26% |
18,500
+271
|
|
||
22
Abbott
ABT
$223B
| $10.2M | 1.22% |
76,489
+669
|
|
||
|
23
Alphabet (Google) Class C
GOOG
$3.8T
| $10.1M | 1.21% |
41,455
+216
|
|
||
24
CME Group
CME
$101B
| $9.63M | 1.15% |
35,639
+777
|
|
||
25
iShares Silver Trust
SLV
$29B
| $9.46M | 1.13% |
223,301
+21,601
|
|