Cypress Capital Advisors, LLC

Q4 2024 13F-HR Holdings

Location
Franklin, TN
Holdings as of
12/31/2024
Date filed
8/27/2025
Form type
13F-HR
Num holdings
61
Total value ($000)
$127,754
Net value change ($000)
—
New positions
61
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 8/27/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
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)
VTI 15,341 —
BIL 11,914 —
SPY 9,390 —
IVV 8,119 —
SGOL 7,763 —
USFR 7,037 —
AAPL 5,903 —
TFLO 5,554 —
TIP 5,233 —
SCHD 4,354 —
Top Reduces (Value $000, Stocks/ETFs)
—
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type