Cypress Capital Advisors, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VANGUARD INDEX FDS | 74,635 | 78,287 | +3,652 | 22,683,816 | 25,691,445 | 14.63% | +3,007,629 |
| ETFS GOLD TR(SGOL) | 341,012 | 355,587 | +14,575 | 10,755,518 | 13,089,157 | 7.45% | +2,333,639 |
| ISHARES TR | 20,405 | 22,248 | +1,843 | 12,669,465 | 14,890,586 | 8.48% | +2,221,121 |
| SCHWAB STRATEGIC TR | 166,585 | 210,050 | +43,465 | 4,865,946 | 6,702,682 | 3.82% | +1,836,736 |
| VANGUARD STAR FDS | 116,824 | 130,233 | +13,409 | 8,071,370 | 9,566,916 | 5.45% | +1,495,546 |
| SCHWAB STRATEGIC TR | 248,828 | 290,508 | +41,680 | 6,593,930 | 7,930,859 | 4.52% | +1,336,929 |
| APPLE INC(AAPL) | 23,934 | 23,574 | -360 | 4,910,459 | 6,002,560 | 3.42% | +1,092,101 |
| CAPITAL GROUP GROWTH ETF | 147,851 | 161,696 | +13,845 | 6,010,143 | 7,101,688 | 4.04% | +1,091,545 |
| CISCO SYS INC(CSCO) | 3,903 | 15,234 | +11,331 | 270,790 | 1,042,310 | 0.59% | +771,520 |
| SPDR S&P 500 ETF TR(SPY) | 15,290 | 15,150 | -140 | 9,446,927 | 10,092,627 | 5.75% | +645,700 |
| SCHWAB CHARLES CORP(SCHW) | 0 | 5,879 | +5,879 | 0 | 561,268 | 0.32% | +561,268 |
| VANGUARD INDEX FDS | 16,744 | 18,843 | +2,099 | 2,959,335 | 3,514,031 | 2.00% | +554,696 |
| ALPHABET INC(GOOG) | 5,410 | 5,280 | -130 | 953,404 | 1,283,568 | 0.73% | +330,164 |
| ABBVIE INC(ABBV) | 6,127 | 6,002 | -125 | 1,137,294 | 1,389,703 | 0.79% | +252,409 |
| FOX CORP(FOX) | 0 | 3,793 | +3,793 | 0 | 239,187 | 0.14% | +239,187 |
| CHEVRON CORP NEW(CVX) | 0 | 1,346 | +1,346 | 0 | 209,020 | 0.12% | +209,020 |
| VANGUARD BD INDEX FDS | 0 | 2,637 | +2,637 | 0 | 205,923 | 0.12% | +205,923 |
| TESLA INC(TSLA) | 1,145 | 1,142 | -3 | 363,721 | 507,870 | 0.29% | +144,149 |
| NVIDIA CORPORATION(NVDA) | 3,350 | 3,361 | +11 | 529,304 | 627,139 | 0.36% | +97,835 |
| HOME DEPOT INC(HD) | 3,065 | 3,005 | -60 | 1,123,633 | 1,217,465 | 0.69% | +93,832 |
| SELECT SECTOR SPDR TR | 4,584 | 4,427 | -157 | 1,160,806 | 1,247,794 | 0.71% | +86,988 |
| LOWES COS INC(LOW) | 4,280 | 4,107 | -173 | 949,604 | 1,032,130 | 0.59% | +82,526 |
| LAM RESEARCH CORP(LRCX) | 8,384 | 6,504 | -1,880 | 816,099 | 870,886 | 0.50% | +54,787 |
| VANGUARD BD INDEX FDS | 3,690 | 4,338 | +648 | 271,695 | 322,617 | 0.18% | +50,922 |
| SELECT SECTOR SPDR TR | 2,035 | 2,035 | 0 | 442,267 | 487,667 | 0.28% | +45,400 |
| SPDR GOLD TR(GLD) | 847 | 847 | 0 | 258,191 | 301,083 | 0.17% | +42,892 |
| SELECT SECTOR SPDR TR | 4,335 | 4,335 | 0 | 470,478 | 513,134 | 0.29% | +42,656 |
| ISHARES TR | 37,242 | 36,706 | -536 | 1,413,706 | 1,453,925 | 0.83% | +40,219 |
| MEDTRONIC PLC(MDT) | 10,897 | 10,375 | -522 | 949,891 | 988,115 | 0.56% | +38,224 |
| ISHARES TR | 3,979 | 3,979 | 0 | 772,841 | 810,085 | 0.46% | +37,244 |
| SELECT SECTOR SPDR TR | 17,258 | 17,370 | +112 | 903,801 | 935,722 | 0.53% | +31,921 |
| SPDR S&P MIDCAP 400 ETF TR(MDY) | 913 | 920 | +7 | 517,196 | 548,348 | 0.31% | +31,152 |
| ISHARES TR | 8,997 | 8,997 | 0 | 557,994 | 587,144 | 0.33% | +29,150 |
| MICROSOFT CORP(MSFT) | 1,873 | 1,850 | -23 | 931,649 | 958,208 | 0.55% | +26,559 |
| CAPITAL GROUP CORE EQUITY ET | 12,280 | 12,044 | -236 | 453,500 | 476,220 | 0.27% | +22,720 |
| ISHARES TR | 2,171 | 2,171 | 0 | 237,269 | 257,980 | 0.15% | +20,711 |
| VANGUARD INDEX FDS | 445 | 445 | 0 | 252,773 | 272,509 | 0.16% | +19,736 |
| ISHARES TR | 1,333 | 1,333 | 0 | 200,483 | 219,332 | 0.12% | +18,849 |
| GILEAD SCIENCES INC(GILD) | 1,806 | 1,972 | +166 | 200,231 | 218,892 | 0.12% | +18,661 |
| INVESCO EXCHANGE TRADED FD T | 1,856 | 1,872 | +16 | 337,309 | 355,118 | 0.20% | +17,809 |
| META PLATFORMS INC(META) | 385 | 410 | +25 | 284,165 | 301,096 | 0.17% | +16,931 |
| SPDR SERIES TRUST | 2,860 | 2,867 | +7 | 207,893 | 224,601 | 0.13% | +16,708 |
| PROSHARES TR | 25,521 | 25,089 | -432 | 2,569,965 | 2,585,923 | 1.47% | +15,958 |
| MCDONALDS CORP(MCD) | 3,435 | 3,355 | -80 | 1,003,604 | 1,019,551 | 0.58% | +15,947 |
| ISHARES TR | 1,537 | 1,537 | 0 | 204,129 | 218,408 | 0.12% | +14,279 |
| VANGUARD INDEX FDS | 811 | 811 | 0 | 226,942 | 238,223 | 0.14% | +11,281 |
| ISHARES TR | 7,636 | 7,353 | -283 | 636,842 | 648,093 | 0.37% | +11,251 |
| EXXON MOBIL CORP | 6,274 | 6,096 | -178 | 676,337 | 687,324 | 0.39% | +10,987 |
| ISHARES TR | 3,638 | 3,638 | 0 | 223,992 | 234,214 | 0.13% | +10,222 |
| MERCK & CO INC(MRK) | 9,599 | 9,170 | -429 | 759,857 | 769,638 | 0.44% | +9,781 |
| VANGUARD WORLD FD | 847 | 847 | 0 | 210,344 | 219,881 | 0.13% | +9,537 |
| LOCKHEED MARTIN CORP(LMT) | 1,986 | 1,856 | -130 | 919,796 | 926,534 | 0.53% | +6,738 |
| AMAZON COM INC(AMZN) | 1,659 | 1,663 | +4 | 363,968 | 365,145 | 0.21% | +1,177 |
| QUALCOMM INC(QCOM) | 6,108 | 5,809 | -299 | 972,757 | 966,382 | 0.55% | -6,375 |
| ISHARES TR | 42,867 | 42,329 | -538 | 4,717,085 | 4,707,831 | 2.68% | -9,254 |
| AMGEN INC(AMGN) | 3,416 | 3,203 | -213 | 953,781 | 903,887 | 0.51% | -49,894 |
| GENERAL MLS INC(GIS) | 15,587 | 14,916 | -671 | 807,562 | 752,065 | 0.43% | -55,497 |
| CAPITAL GROUP DIVIDEND VALUE | 44,982 | 40,870 | -4,112 | 1,776,339 | 1,717,766 | 0.98% | -58,573 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 17,882 | 16,996 | -886 | 827,758 | 766,520 | 0.44% | -61,238 |
| VANGUARD SCOTTSDALE FDS | 61,650 | 60,494 | -1,156 | 3,623,787 | 3,560,072 | 2.03% | -63,715 |
| PROCTER AND GAMBLE CO(PG) | 6,470 | 6,221 | -249 | 1,030,800 | 955,857 | 0.54% | -74,943 |
| ISHARES TR | 39,064 | 37,290 | -1,774 | 1,978,592 | 1,886,501 | 1.07% | -92,091 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 5,110 | 5,009 | -101 | 1,506,326 | 1,413,339 | 0.80% | -92,987 |
| BROADCOM INC(AVGO) | 5,598 | 4,370 | -1,228 | 1,543,089 | 1,441,707 | 0.82% | -101,382 |
| COLGATE PALMOLIVE CO(CL) | 7,463 | 7,189 | -274 | 678,387 | 574,689 | 0.33% | -103,698 |
| STARBUCKS CORP(SBUX) | 9,768 | 9,326 | -442 | 895,042 | 788,980 | 0.45% | -106,062 |
| KROGER CO(KR) | 18,122 | 17,661 | -461 | 1,299,891 | 1,190,528 | 0.68% | -109,363 |
| SPDR SERIES TRUST | 45,500 | 44,088 | -1,412 | 4,173,715 | 4,045,074 | 2.30% | -128,641 |
| COMCAST CORP NEW(CCZ) | 23,043 | 22,063 | -980 | 822,405 | 693,219 | 0.39% | -129,186 |
| EATON CORP PLC(ETN) | 3,754 | 3,110 | -644 | 1,340,140 | 1,163,918 | 0.66% | -176,222 |
| TWIST BIOSCIENCE CORP(TWST) | 5,550 | 0 | -5,550 | 204,185 | 0 | — | -204,185 |
| NETAPP INC(NTAP) | 9,834 | 6,746 | -3,088 | 1,047,813 | 799,131 | 0.45% | -248,682 |
| VISA INC(V) | 3,977 | 3,356 | -621 | 1,412,034 | 1,145,671 | 0.65% | -266,363 |
| WISDOMTREE TR(WT) | 139,787 | 131,882 | -7,905 | 7,032,684 | 6,629,708 | 3.77% | -402,976 |
| LENNAR CORP(LEN) | 4,203 | 0 | -4,203 | 464,894 | 0 | — | -464,894 |
| VANGUARD INSTL INDEX FD | 92,646 | 84,485 | -8,161 | 6,999,405 | 6,388,333 | 3.64% | -611,072 |