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Cypress Capital Group13F | |
| Cypress Capital Group | |
| Last update 2025-05-12 | 202 Stocks (11 new) |
| Value $764.00 Mil | Turnover 4 % |
Cypress Capital Group Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 88,257 | 49,591.4 | -4.44% | 6.490 | -0.30% | 0.010 | +17.02% | +7.08% | 622,054.4 | ||
AAPL | Apple Inc | 200,222 | 44,475.3 | -4.34% | 5.820 | -0.28% | 0.000 | +6.71% | -15.47% | 3,153,849.0 | Hardware | |
LLY | Eli Lilly and Co | 52,370 | 43,252.9 | -2.68% | 5.660 | -0.14% | 0.010 | +8.50% | +3.11% | 711,913.3 | Drug Manufacturers | |
MSFT | Microsoft Corp | 71,294 | 26,763.0 | -12.52% | 3.500 | -0.53% | 0.000 | +29.81% | +19.87% | 3,740,948.0 | Software | |
V | Visa Inc | 70,774 | 24,803.5 | -1.17% | 3.250 | -0.03% | 0.000 | +4.53% | +10.46% | 679,681.4 | Credit Services | |
ABBV | AbbVie Inc | 107,592 | 22,542.7 | -4.23% | 2.950 | -0.10% | 0.010 | +10.96% | +10.33% | 339,944.3 | Drug Manufacturers | |
BRK.B | Berkshire Hathaway Inc | 35,943 | 19,142.5 | +4.57% | 2.510 | +0.11% | 0.000 | -9.21% | +4.98% | 1,026,074.7 | Insurance | |
JPM | JPMorgan Chase & Co | 68,721 | 16,857.3 | -0.98% | 2.210 | -0.02% | 0.000 | +22.03% | +21.61% | 797,211.0 | Banks | |
XOM | Exxon Mobil Corp | 135,042 | 16,060.5 | -2.23% | 2.100 | -0.04% | 0.000 | +12.95% | +9.26% | 497,461.6 | Oil & Gas | |
LMT | Lockheed Martin Corp | 32,787 | 14,646.3 | -0.01% | 1.920 | 0% | 0.010 | -0.88% | -2.41% | 109,535.7 | Aerospace & Defense |
Cypress Capital Group's Historical Top Holdings Breakdowns
Cypress Capital Group's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | New Buy New Buy | +0.56% | 169.43 ($177.82) 182.84 | $184.42 | 3.71% | New holding | 24,580 | 24,580 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.53% | 375.39 ($407.71) 447.2 | $503.32 | 23.45% | Reduce -12.52% | 71,294 | -10,199 | |
IAU | iShares Gold Trust | 2025-03-31 | Add Add | +0.52% | 49.74 ($54.09) 58.96 | $63.30 | 17.03% | Add 56.81% | 186,135 | 67,433 | |
CALF | Pacer US Small Cap Cash Cows ETF | 2025-03-31 | Sold Out Sold Out | -0.36% | 36.64 ($41.46) 45.76 | $41.25 | -0.51% | Sold Out | 0 | -67,465 | |
XMHQ | Invesco S&P MidCap Quality ETF | 2025-03-31 | Add Add | +0.34% | 89.18 ($97.46) 104.04 | $99.47 | 2.06% | Add 46.58% | 90,408 | 28,730 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.30% | 554.06 ($590.51) 615.85 | $626.44 | 6.08% | Reduce -4.44% | 88,257 | -4,098 | |
PEP | PepsiCo Inc | 2025-03-31 | Reduce Reduce | -0.30% | 142.64 ($148.84) 156.42 | $135.26 | -9.12% | Reduce -61.84% | 9,878 | -16,010 | |
ACN | Accenture PLC | 2025-03-31 | Reduce Reduce | -0.29% | 300.91 ($353.16) 398.25 | $281.06 | -20.42% | Reduce -28.5% | 16,850 | -6,718 | |
NEM | Newmont Corp | 2025-03-31 | New Buy New Buy | +0.29% | 37.79 ($43.9) 48.39 | $60.13 | 36.97% | New holding | 45,590 | 45,590 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.28% | 209.68 ($231.67) 247.1 | $211.16 | -8.85% | Reduce -4.34% | 200,222 | -9,085 |
Cypress Capital Group Total Holding History ($B)
Cypress Capital Group's Asset Allocation
Cypress Capital Group Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Cypress Capital Group's Hypothetical Growth since 2025-03-31
Cypress Capital Group's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Cypress Capital Group's Holdings Heat Map
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Cypress Capital Group's Holdings Bubble Chart
Cypress Capital Group News
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