Cypress Capital Advisors, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ISHARES TR 0-3 MNTH TREASRY | 0 | 84,246 | +84,246 | 0 | 8,480,202 | 4.60% | +8,480,202 |
| VANGUARD VALUE ETF | 0 | 48,039 | +48,039 | 0 | 9,425,251 | 5.11% | +9,425,251 |
| ISHARES INCORPORATED MSCI EMRG CHN | 0 | 12,830 | +12,830 | 0 | 1,009,207 | 0.55% | +1,009,207 |
| SCHWAB US DIVIDEND EQUITY ETF | 0 | 220,794 | +220,794 | 0 | 6,773,976 | 3.67% | +6,773,976 |
| ABERDEEN PHYSICAL GOLD SHARES ETF(SGOL) | 0 | 328,297 | +328,297 | 0 | 14,648,612 | 7.94% | +14,648,612 |
| VANGUARD SHORT-TERM TREASURY ETF | 0 | 57,273 | +57,273 | 0 | 3,352,761 | 1.82% | +3,352,761 |
| BRISTOL-MYERS SQUIBB COMPANY(BMY) | 0 | 15,326 | +15,326 | 0 | 929,521 | 0.50% | +929,521 |
| STARBUCKS CORPORATION(SBUX) | 0 | 8,719 | +8,719 | 0 | 781,135 | 0.42% | +781,135 |
| STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 0 | 64,423 | +64,423 | 0 | 5,903,723 | 3.20% | +5,903,723 |
| VANGUARD DIVIDEND APPRECIATION ETF | 0 | 16,561 | +16,561 | 0 | 3,561,608 | 1.93% | +3,561,608 |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | 0 | 110,205 | +110,205 | 0 | 8,497,907 | 4.61% | +8,497,907 |
| COLGATE PALMOLIVE COMPANY(CL) | 0 | 6,998 | +6,998 | 0 | 596,439 | 0.32% | +596,439 |
| COMCAST CORPORATION NEW CLASS A(CCZ) | 0 | 19,596 | +19,596 | 0 | 562,601 | 0.31% | +562,601 |
| GENERAL MILLS INCORPORATED(GIS) | 0 | 14,075 | +14,075 | 0 | 523,871 | 0.28% | +523,871 |
| CONOCOPHILLIPS(COP) | 0 | 1,751 | +1,751 | 0 | 231,132 | 0.13% | +231,132 |
| LAM RESEARCH CORPORATION COM NEW(LRCX) | 0 | 6,254 | +6,254 | 0 | 1,336,229 | 0.72% | +1,336,229 |
| EXXON MOBIL CORPORATION(XOM) | 0 | 5,571 | +5,571 | 0 | 945,175 | 0.51% | +945,175 |
| TWIST BIOSCIENCE CORPORATION(TWST) | 0 | 4,339 | +4,339 | 0 | 206,189 | 0.11% | +206,189 |
| LOCKHEED MARTIN CORPORATION(LMT) | 0 | 1,807 | +1,807 | 0 | 1,092,132 | 0.59% | +1,092,132 |
| MERCK & COMPANY INCORPORATED(MRK) | 0 | 8,968 | +8,968 | 0 | 1,078,760 | 0.58% | +1,078,760 |
| KROGER COMPANY(KR) | 0 | 17,508 | +17,508 | 0 | 1,266,878 | 0.69% | +1,266,878 |
| STATE STREET SPDR S&P MIDCAP 400 ETF TRUST(MDY) | 0 | 1,068 | +1,068 | 0 | 658,699 | 0.36% | +658,699 |
| EATON CORPORATION PLC SHS (IRELAND)(ETN) | 0 | 3,055 | +3,055 | 0 | 1,092,681 | 0.59% | +1,092,681 |
| SUNCOR ENERGY INCORPORATED NEW (CANADA)(SU) | 0 | 4,630 | +4,630 | 0 | 306,089 | 0.17% | +306,089 |
| AMGEN INCORPORATED(AMGN) | 0 | 3,141 | +3,141 | 0 | 1,105,160 | 0.60% | +1,105,160 |
| CHEVRON CORPORATION(CVX) | 0 | 1,261 | +1,261 | 0 | 260,900 | 0.14% | +260,900 |
| PROCTER & GAMBLE COMPANY(PG) | 0 | 6,062 | +6,062 | 0 | 875,595 | 0.47% | +875,595 |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 0 | 2,195 | +2,195 | 0 | 421,264 | 0.23% | +421,264 |
| VANGUARD TOTAL BOND MARKET ETF | 0 | 4,837 | +4,837 | 0 | 356,196 | 0.19% | +356,196 |
| GILEAD SCIENCES INCORPORATED(GILD) | 0 | 1,984 | +1,984 | 0 | 276,510 | 0.15% | +276,510 |
| ISHARES TR RUS 1000 VAL ETF | 0 | 4,037 | +4,037 | 0 | 862,585 | 0.47% | +862,585 |
| SPDR GOLD SHARES(GLD) | 0 | 827 | +827 | 0 | 355,849 | 0.19% | +355,849 |
| ISHARES TR SELECT DIVID ETF | 0 | 1,537 | +1,537 | 0 | 232,717 | 0.13% | +232,717 |
| MCDONALDS CORPORATION(MCD) | 0 | 3,280 | +3,280 | 0 | 1,019,391 | 0.55% | +1,019,391 |
| CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT | 0 | 12,666 | +12,666 | 0 | 486,627 | 0.26% | +486,627 |
| LOWES COMPANIES INCORPORATED(LOW) | 0 | 3,998 | +3,998 | 0 | 944,647 | 0.51% | +944,647 |
| ISHARES TR CORE 60/40 BALAN | 0 | 3,633 | +3,633 | 0 | 233,783 | 0.13% | +233,783 |
| VANGUARD MID-CAP ETF | 0 | 811 | +811 | 0 | 232,902 | 0.13% | +232,902 |
| META PLATFORMS INCORPORATED CLASS A(META) | 0 | 371 | +371 | 0 | 212,260 | 0.12% | +212,260 |
| CISCO SYSTEMS INCORPORATED(CSCO) | 0 | 14,991 | +14,991 | 0 | 1,163,151 | 0.63% | +1,163,151 |
| ISHARES TR CORE 80/20 AGGRE | 0 | 6,875 | +6,875 | 0 | 608,368 | 0.33% | +608,368 |
| ISHARES TR HDG MSCI EAFE | 0 | 35,783 | +35,783 | 0 | 1,520,598 | 0.82% | +1,520,598 |
| VANGUARD HEALTH CARE ETF | 0 | 847 | +847 | 0 | 230,663 | 0.13% | +230,663 |
| NETAPP INCORPORATED(NTAP) | 0 | 6,794 | +6,794 | 0 | 695,637 | 0.38% | +695,637 |
| SPDR COMMUNICATION SERVICES SELECT SECTOR FUND | 0 | 4,335 | +4,335 | 0 | 480,578 | 0.26% | +480,578 |
| STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR | 0 | 4,070 | +4,070 | 0 | 443,548 | 0.24% | +443,548 |
| VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | 0 | 395 | +395 | 0 | 236,032 | 0.13% | +236,032 |
| FOX CORPORATION CLASS A COM(FOX) | 0 | 3,840 | +3,840 | 0 | 224,256 | 0.12% | +224,256 |
| SCHWAB CHARLES CORPORATION(SCHW) | 0 | 9,009 | +9,009 | 0 | 846,665 | 0.46% | +846,665 |
| HOME DEPOT INCORPORATED(HD) | 0 | 2,849 | +2,849 | 0 | 937,007 | 0.51% | +937,007 |
| ABBVIE INCORPORATED(ABBV) | 0 | 5,872 | +5,872 | 0 | 1,277,101 | 0.69% | +1,277,101 |
| TESLA INCORPORATED(TSLA) | 0 | 1,140 | +1,140 | 0 | 423,795 | 0.23% | +423,795 |
| MEDTRONIC PLC SHS (IRELAND)(MDT) | 0 | 10,215 | +10,215 | 0 | 885,129 | 0.48% | +885,129 |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 0 | 16,978 | +16,978 | 0 | 838,203 | 0.45% | +838,203 |
| CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT | 0 | 38,474 | +38,474 | 0 | 1,636,683 | 0.89% | +1,636,683 |
| VISA INCORPORATED COM CLASS A(V) | 0 | 3,352 | +3,352 | 0 | 1,013,108 | 0.55% | +1,013,108 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 0 | 8,292 | +8,292 | 0 | 1,102,006 | 0.60% | +1,102,006 |
| ALPHABET INCORPORATED CAP STK CLASS A(GOOG) | 0 | 4,379 | +4,379 | 0 | 1,259,225 | 0.68% | +1,259,225 |
| BROADCOM INCORPORATED(AVGO) | 0 | 4,258 | +4,258 | 0 | 1,317,893 | 0.71% | +1,317,893 |
| ALPHABET INC(GOOG) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ISHARES TR TIPS BD ETF | 0 | 40,346 | +40,346 | 0 | 4,452,584 | 2.41% | +4,452,584 |
| SPDR SERIES TRUST | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ISHARES TR CORE S&P MCP ETF | 0 | 5,362 | +5,362 | 0 | 362,095 | 0.20% | +362,095 |
| MICROSOFT CORPORATION(MSFT) | 0 | 1,868 | +1,868 | 0 | 691,477 | 0.37% | +691,477 |
| ISHARES TR | 0 | 0 | 0 | 0 | 0 | — | 0 |
| QUALCOMM INCORPORATED(QCOM) | 0 | 5,543 | +5,543 | 0 | 713,827 | 0.39% | +713,827 |
| INTERNATIONAL BUSINESS MACHINES(IBM) | 0 | 4,962 | +4,962 | 0 | 1,202,739 | 0.65% | +1,202,739 |
| NVIDIA CORPORATION(NVDA) | 0 | 1,810 | +1,810 | 0 | 315,705 | 0.17% | +315,705 |
| CAPITAL GROUP GROWTH ETF SHS CREATION UNIT | 0 | 188,998 | +188,998 | 0 | 7,595,829 | 4.12% | +7,595,829 |
| APPLE INCORPORATED(AAPL) | 0 | 21,741 | +21,741 | 0 | 5,517,834 | 2.99% | +5,517,834 |
| AMAZON COM INC(AMZN) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| VANGUARD 0-3 MONTH TREASURY BILL ETF | 0 | 82,505 | +82,505 | 0 | 6,241,503 | 3.38% | +6,241,503 |
| ISHARES TR CORE S&P500 ETF | 0 | 20,587 | +20,587 | 0 | 13,447,634 | 7.29% | +13,447,634 |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | 0 | 178,174 | +178,174 | 0 | 5,190,216 | 2.81% | +5,190,216 |
| VANGUARD TOTAL STOCK MARKET ETF | 0 | 83,720 | +83,720 | 0 | 26,858,213 | 14.56% | +26,858,213 |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 0 | 57,501 | +57,501 | 0 | 6,095,681 | 3.30% | +6,095,681 |
| ISHARES TR | 0 | 0 | 0 | 0 | 0 | — | 0 |
| STATE STREET SPDR S&P 500 ETF TRUST(SPY) | 0 | 10,860 | +10,860 | 0 | 7,062,692 | 3.83% | +7,062,692 |
| THE WISDOMTREE TRUST FLTG RATE TREASURY FUND(WT) | 0 | 8,403 | +8,403 | 0 | 423,007 | 0.23% | +423,007 |