Cypress Capital Advisors, LLC

Q2 2025 13F-HR Holdings

Location
Franklin, TN
Holdings as of
6/30/2025
Date filed
8/27/2025
Form type
13F-HR
Num holdings
72
Total value ($000)
$159,839
Net value change ($000)
+15,961 (11.1%)
New positions
5
Sold out positions
7
Turnover %
7.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/27/2025 Next filing: 10/28/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VBIL 6,999 NEW
VTI 4,603 25.5%
VXUS 3,029 60.1%
IVV 2,927 30.0%
SGOL 2,118 24.5%
SCHG 1,898 63.9%
CGGR 1,785 42.2%
SCHD 912 16.1%
NTAP 671 178.0%
SPY 661 7.5%
Top Reduces (Value $000, Stocks/ETFs)
BIL -6,265 -60.0%
TFLO -3,174 -61.6%
IBIT -996 -100.0%
ADY -896 -100.0%
XLV -836 -100.0%
AAPL -426 -8.0%
XLP -418 -100.0%
BMY -260 -23.9%
GBX -257 -100.0%
IGV -220 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type