Cypress Capital Advisors, LLC

Q1 2025 13F-HR Holdings

Location
Franklin, TN
Holdings as of
3/31/2025
Date filed
8/27/2025
Form type
13F-HR
Num holdings
74
Total value ($000)
$143,878
Net value change ($000)
+16,124 (12.6%)
New positions
15
Sold out positions
2
Turnover %
8.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/27/2025 Next filing: 8/27/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
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)
VXUS 5,042 NEW
VTI 2,740 17.9%
SCHG 2,703 1020.0%
IVV 1,623 20.0%
SCHD 1,328 30.5%
IBIT 996 NEW
ADY 896 NEW
SGOL 875 11.3%
CL 665 NEW
MDT 627 NEW
Top Reduces (Value $000, Stocks/ETFs)
BIL -1,475 -12.4%
CGDV -1,163 -41.2%
HEFA -1,017 -42.7%
UPS -695 -100.0%
USFR -621 -8.8%
SPY -604 -6.4%
AAPL -567 -9.6%
SPYM -508 -68.4%
TFLO -401 -7.2%
VGSH -370 -8.9%
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