$663 Million is the total value of Cypress Capital Group's 499 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 13.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $29,302,916 | -8.5% | 225,529 | -2.7% | 4.42% | -17.2% |
| LLY | Sell | LILLY ELI & CO | $25,671,730 | +8.3% | 70,172 | -4.3% | 3.87% | -1.9% |
| LMT | Sell | LOCKHEED MARTIN CORP | $21,084,280 | +22.2% | 43,340 | -2.9% | 3.18% | +10.7% |
| MSFT | Buy | MICROSOFT CORP | $20,944,088 | +11.9% | 87,332 | +8.7% | 3.16% | +1.3% |
| ABBV | Buy | ABBVIE INC | $20,236,840 | +26.0% | 125,220 | +4.7% | 3.05% | +14.1% |
| V | Sell | VISA INC | $16,746,282 | +12.9% | 80,604 | -3.5% | 2.53% | +2.2% |
| JNJ | Sell | JOHNSON & JOHNSON | $16,184,001 | +7.0% | 91,616 | -1.0% | 2.44% | -3.1% |
| ABT | Sell | ABBOTT LABS | $10,122,320 | +10.9% | 92,197 | -2.2% | 1.53% | +0.4% |
| JPM | Sell | JPMORGAN CHASE & CO | $10,043,971 | +24.6% | 74,899 | -2.9% | 1.52% | +12.9% |
| TJX | Sell | TJX COS INC NEW | $9,560,439 | +25.8% | 120,106 | -1.8% | 1.44% | +13.9% |
| CVX | Buy | CHEVRON CORP NEW | $9,414,658 | +27.2% | 52,452 | +1.8% | 1.42% | +15.2% |
| ACN | Sell | ACCENTURE PLC IRELAND | $9,192,372 | +0.4% | 34,449 | -3.2% | 1.39% | -9.1% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $8,876,019 | +6.7% | 23,102 | -0.4% | 1.34% | -3.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $8,561,188 | +18.9% | 27,715 | +2.8% | 1.29% | +7.7% |
| HD | Sell | HOME DEPOT INC | $8,557,575 | +2.2% | 27,093 | -10.7% | 1.29% | -7.5% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $8,466,192 | +3.6% | 117,668 | +2.4% | 1.28% | -6.2% |
| MCD | Sell | MCDONALDS CORP | $7,614,975 | +13.1% | 28,896 | -1.0% | 1.15% | +2.4% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $7,463,876 | +15.8% | 21,465 | -5.3% | 1.13% | +4.8% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $7,403,493 | +31.6% | 73,360 | +6.7% | 1.12% | +19.1% |
| PFE | Buy | PFIZER INC | $7,370,892 | +21.4% | 143,851 | +3.7% | 1.11% | +9.9% |
| LOW | Sell | LOWES COS INC | $7,350,060 | +3.5% | 36,890 | -2.4% | 1.11% | -6.3% |
| PAYX | Sell | PAYCHEX INC | $7,207,434 | -2.7% | 62,370 | -5.5% | 1.09% | -11.9% |
| MUB | Sell | ISHARES TRnational mun etf | $6,878,637 | -4.1% | 65,188 | -6.8% | 1.04% | -13.2% |
| CME | Sell | CME GROUP INC | $6,867,317 | -8.8% | 40,838 | -3.9% | 1.04% | -17.5% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $6,552,496 | -19.2% | 138,209 | -19.3% | 0.99% | -26.8% |
| MRK | Sell | MERCK & CO INC | $6,523,998 | +27.4% | 58,801 | -1.1% | 0.98% | +15.4% |
| PEP | Sell | PEPSICO INC | $6,346,604 | +8.1% | 35,130 | -2.4% | 0.96% | -2.1% |
| WMT | Sell | WALMART INC | $6,345,114 | +4.5% | 44,750 | -4.4% | 0.96% | -5.4% |
| GILD | Sell | GILEAD SCIENCES INC | $6,325,950 | +39.0% | 73,686 | -0.1% | 0.96% | +25.8% |
| SBUX | Sell | STARBUCKS CORP | $6,202,021 | +16.6% | 62,520 | -0.9% | 0.94% | +5.6% |
| XOM | Buy | EXXON MOBIL CORP | $6,121,873 | +32.7% | 55,502 | +5.1% | 0.92% | +20.2% |
| ABC | Sell | AMERISOURCEBERGEN CORP | $5,916,160 | +18.6% | 35,702 | -3.1% | 0.89% | +7.5% |
| PSX | Buy | PHILLIPS 66 | $5,883,955 | +61.0% | 56,533 | +24.9% | 0.89% | +45.8% |
| PM | Buy | PHILIP MORRIS INTL INC | $5,540,348 | +22.9% | 54,741 | +0.8% | 0.84% | +11.2% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $5,431,582 | -7.9% | 20,398 | -7.6% | 0.82% | -16.6% |
| IGSB | Sell | ISHARES TR | $5,306,865 | -29.8% | 106,520 | -30.6% | 0.80% | -36.5% |
| COST | Sell | COSTCO WHSL CORP NEW | $5,089,093 | -3.7% | 11,148 | -0.4% | 0.77% | -12.8% |
| NEE | Buy | NEXTERA ENERGY INC | $4,988,830 | +9.6% | 59,675 | +2.8% | 0.75% | -0.8% |
| PG | Sell | PROCTER AND GAMBLE CO | $4,817,776 | -6.0% | 31,788 | -21.7% | 0.73% | -14.9% |
| BLK | Buy | BLACKROCK INC | $4,651,442 | +36.1% | 6,564 | +5.7% | 0.70% | +23.2% |
| INTU | Sell | INTUIT | $4,548,425 | -7.6% | 11,686 | -8.1% | 0.69% | -16.4% |
| DUK | Buy | DUKE ENERGY CORP NEW | $4,393,163 | +11.3% | 42,656 | +0.5% | 0.66% | +0.8% |
| MMM | Buy | 3M CO | $4,333,197 | +17.1% | 36,134 | +7.9% | 0.65% | +6.0% |
| FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $4,332,110 | -23.0% | 86,452 | -25.2% | 0.65% | -30.3% |
| AMZN | Sell | AMAZON COM INC | $4,169,172 | -33.3% | 49,633 | -10.2% | 0.63% | -39.6% |
| APD | Buy | AIR PRODS & CHEMS INC | $4,114,745 | +41.3% | 13,348 | +6.7% | 0.62% | +27.8% |
| MO | Sell | ALTRIA GROUP INC | $4,081,010 | +11.7% | 89,280 | -1.3% | 0.62% | +1.1% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $4,038,330 | +9.4% | 42,531 | -0.4% | 0.61% | -1.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $3,956,311 | +8.9% | 7,462 | +3.7% | 0.60% | -1.5% |
| CSCO | Buy | CISCO SYS INC | $3,912,425 | +25.8% | 82,125 | +5.6% | 0.59% | +13.9% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $3,818,057 | -2.0% | 96,905 | -5.6% | 0.58% | -11.2% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $3,702,179 | +18.8% | 11,001 | -2.8% | 0.56% | +7.7% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $3,693,630 | +8.9% | 9,658 | +1.7% | 0.56% | -1.4% |
| IAU | Buy | ISHARES GOLD TRishares new | $3,656,860 | +9.8% | 105,720 | +0.1% | 0.55% | -0.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $3,626,662 | -5.9% | 40,873 | +1.9% | 0.55% | -14.9% |
| AMGN | Buy | AMGEN INC | $3,519,901 | +17.8% | 13,402 | +1.1% | 0.53% | +6.6% |
| KO | Sell | COCA COLA CO | $3,046,159 | +3.2% | 47,888 | -9.2% | 0.46% | -6.5% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $2,959,168 | -22.7% | 176,141 | -23.1% | 0.45% | -29.9% |
| ADP | Buy | AUTOMATIC DATA PROCESSING IN | $2,954,317 | +8.9% | 12,368 | +3.1% | 0.45% | -1.3% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $2,943,188 | -2.0% | 33,358 | +6.2% | 0.44% | -11.4% |
| TGT | Buy | TARGET CORP | $2,918,946 | +3.1% | 19,585 | +2.6% | 0.44% | -6.8% |
| ADM | Buy | ARCHER DANIELS MIDLAND CO | $2,813,732 | +20.7% | 30,304 | +4.5% | 0.42% | +9.3% |
| ZTS | Sell | ZOETIS INCcl a | $2,813,042 | -12.4% | 19,195 | -11.4% | 0.42% | -20.9% |
| COP | Buy | CONOCOPHILLIPS | $2,803,916 | +19.8% | 23,762 | +3.9% | 0.42% | +8.5% |
| INTC | Buy | INTEL CORP | $2,772,098 | +113.2% | 104,884 | +107.8% | 0.42% | +92.6% |
| CL | Sell | COLGATE PALMOLIVE CO | $2,715,211 | +7.7% | 34,461 | -4.0% | 0.41% | -2.4% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $2,561,243 | +20.2% | 18,179 | +1.4% | 0.39% | +8.7% |
| SHW | Sell | SHERWIN WILLIAMS CO | $2,462,068 | +14.0% | 10,374 | -1.7% | 0.37% | +3.3% |
| SPGI | Sell | S&P GLOBAL INC | $2,433,476 | -2.2% | 7,265 | -10.9% | 0.37% | -11.6% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $2,401,600 | +10.8% | 13,815 | +2.9% | 0.36% | +0.3% |
| MCK | Buy | MCKESSON CORP | $2,358,095 | +13.2% | 6,286 | +2.5% | 0.36% | +2.6% |
| ROST | Sell | ROSS STORES INC | $2,263,126 | +34.9% | 19,498 | -2.1% | 0.34% | +21.8% |
| IWR | Buy | ISHARES TRrus mid cap etf | $2,157,323 | +9.0% | 31,984 | +0.5% | 0.33% | -1.2% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $2,074,112 | +20.2% | 27,673 | +6.5% | 0.31% | +8.7% |
| DVY | Buy | ISHARES TRselect divid etf | $2,071,977 | +25.3% | 17,181 | +11.4% | 0.31% | +13.4% |
| CVS | Sell | CVS HEALTH CORP | $2,059,429 | -8.1% | 22,099 | -6.0% | 0.31% | -16.8% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $2,053,426 | +10.3% | 8,489 | -0.1% | 0.31% | 0.0% |
| T | Sell | AT&T INC | $2,025,719 | +16.1% | 110,033 | -3.3% | 0.31% | +5.2% |
| NVDA | Buy | NVIDIA CORPORATION | $2,003,874 | +20.6% | 13,712 | +0.2% | 0.30% | +9.0% |
| D | Sell | DOMINION ENERGY INC | $1,986,952 | -24.0% | 32,403 | -14.3% | 0.30% | -31.2% |
| AVY | Sell | AVERY DENNISON CORP | $1,957,153 | -1.5% | 10,813 | -11.4% | 0.30% | -10.9% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $1,928,391 | +48.0% | 14,195 | +32.0% | 0.29% | +34.1% |
| TROW | Buy | PRICE T ROWE GROUP INC | $1,834,952 | +4.2% | 16,825 | +0.3% | 0.28% | -5.8% |
| ETN | Buy | EATON CORP PLC | $1,822,520 | +24.6% | 11,612 | +5.9% | 0.28% | +12.7% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $1,747,775 | -12.7% | 16,762 | -14.1% | 0.26% | -21.0% |
| CMA | Sell | COMERICA INC | $1,750,477 | -14.9% | 26,185 | -9.5% | 0.26% | -23.0% |
| AGG | Sell | ISHARES TRcore us aggbd et | $1,718,672 | -4.5% | 17,720 | -5.1% | 0.26% | -13.7% |
| GD | Buy | GENERAL DYNAMICS CORP | $1,707,994 | +128.0% | 6,884 | +95.0% | 0.26% | +106.4% |
| KMB | Buy | KIMBERLY-CLARK CORP | $1,602,399 | +20.9% | 11,804 | +0.2% | 0.24% | +9.5% |
| EMR | EMERSON ELEC CO | $1,594,597 | +31.2% | 16,600 | 0.0% | 0.24% | +18.7% | |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $1,578,742 | -25.8% | 8,257 | -30.4% | 0.24% | -33.0% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $1,575,256 | -30.3% | 14,941 | -32.3% | 0.24% | -36.9% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $1,543,926 | +11.6% | 12,407 | +6.5% | 0.23% | +0.9% |
| QCOM | Buy | QUALCOMM INC | $1,527,491 | +10.3% | 13,894 | +13.4% | 0.23% | -0.4% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $1,516,347 | +70.2% | 7,440 | +56.9% | 0.23% | +53.7% |
| EOG | Buy | EOG RES INC | $1,509,947 | +61.1% | 11,658 | +39.0% | 0.23% | +46.2% |
| DIS | Buy | DISNEY WALT CO | $1,496,507 | -5.7% | 17,225 | +2.4% | 0.23% | -14.7% |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $1,486,841 | – | 7,141 | +100.0% | 0.22% | – |
| AMT | Buy | AMERICAN TOWER CORP NEW | $1,478,145 | +1.7% | 6,977 | +3.0% | 0.22% | -7.9% |
| SLB | Buy | SCHLUMBERGER LTD | $1,455,343 | +64.6% | 27,223 | +10.6% | 0.22% | +49.7% |
| DHR | Sell | DANAHER CORPORATION | $1,460,607 | -11.7% | 5,503 | -14.1% | 0.22% | -20.3% |
| SNA | Buy | SNAP ON INC | $1,454,410 | +22.4% | 6,366 | +7.9% | 0.22% | +10.6% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $1,410,554 | +8.7% | 10,172 | +1.0% | 0.21% | -1.4% |
| HYLS | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $1,412,009 | -9.8% | 36,261 | -11.2% | 0.21% | -18.4% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,406,133 | +15.4% | 3 | 0.0% | 0.21% | +4.4% | |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,396,421 | +9.7% | 9,196 | -2.4% | 0.21% | -0.5% |
| GPC | Buy | GENUINE PARTS CO | $1,377,628 | +19.6% | 7,940 | +2.9% | 0.21% | +8.3% |
| DGX | Buy | QUEST DIAGNOSTICS INC | $1,380,735 | +31.6% | 8,826 | +3.2% | 0.21% | +18.9% |
| XLU | Buy | SELECT SECTOR SPDR TRsbi int-utils | $1,363,615 | +23.5% | 19,342 | +14.7% | 0.21% | +12.0% |
| MMP | MAGELLAN MIDSTREAM PRTNRS LP | $1,346,231 | +5.7% | 26,812 | 0.0% | 0.20% | -4.2% | |
| MCO | Sell | MOODYS CORP | $1,342,113 | +11.8% | 4,817 | -2.4% | 0.20% | +1.5% |
| ORCL | Sell | ORACLE CORP | $1,346,018 | +32.2% | 16,467 | -1.2% | 0.20% | +19.4% |
| SYK | Sell | STRYKER CORPORATION | $1,295,064 | +19.8% | 5,297 | -0.8% | 0.20% | +8.3% |
| KR | Buy | KROGER CO | $1,282,163 | +6.5% | 28,761 | +4.5% | 0.19% | -4.0% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $1,229,412 | +15.1% | 7,051 | +8.9% | 0.19% | +4.5% |
| AVGO | Buy | BROADCOM INC | $1,225,046 | +400.0% | 2,191 | +296.9% | 0.18% | +351.2% |
| IWB | Sell | ISHARES TRrus 1000 etf | $1,229,225 | -7.2% | 5,839 | -13.0% | 0.18% | -16.3% |
| CRM | Sell | SALESFORCE INC | $1,206,577 | -48.1% | 9,100 | -43.7% | 0.18% | -53.1% |
| SBAC | Buy | SBA COMMUNICATIONS CORP NEWcl a | $1,206,173 | +5.9% | 4,303 | +7.6% | 0.18% | -4.2% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,197,600 | +1.5% | 5,590 | -0.4% | 0.18% | -8.1% |
| REGN | Buy | REGENERON PHARMACEUTICALS | $1,200,558 | +9.8% | 1,664 | +4.9% | 0.18% | -0.5% |
| HOLX | Buy | HOLOGIC INC | $1,194,643 | +22.5% | 15,969 | +5.7% | 0.18% | +10.4% |
| AZO | AUTOZONE INC | $1,168,968 | +15.2% | 474 | 0.0% | 0.18% | +4.1% | |
| MRO | Buy | MARATHON OIL CORP | $1,169,581 | +22.3% | 43,206 | +2.1% | 0.18% | +10.7% |
| NUE | Buy | NUCOR CORP | $1,159,660 | +37.9% | 8,798 | +12.0% | 0.18% | +25.0% |
| HII | Buy | HUNTINGTON INGALLS INDS INC | $1,151,558 | +7.9% | 4,992 | +3.7% | 0.17% | -2.2% |
| XEL | Buy | XCEL ENERGY INC | $1,138,238 | +11.6% | 16,235 | +1.9% | 0.17% | +1.2% |
| INDY | Buy | ISHARES TRindia 50 etf | $1,113,136 | +2.4% | 26,309 | +2.1% | 0.17% | -7.2% |
| LH | Sell | LABORATORY CORP AMER HLDGS | $1,108,642 | +1.4% | 4,708 | -11.8% | 0.17% | -8.2% |
| IPG | Sell | INTERPUBLIC GROUP COS INC | $1,092,973 | +25.1% | 32,813 | -3.9% | 0.16% | +13.0% |
| SDY | Buy | SPDR SER TRs&p divid etf | $1,077,871 | +55.8% | 8,615 | +38.7% | 0.16% | +41.7% |
| ULTA | Buy | ULTA BEAUTY INC | $1,080,736 | +18.0% | 2,304 | +0.9% | 0.16% | +6.5% |
| MOH | Buy | MOLINA HEALTHCARE INC | $1,060,998 | +3.6% | 3,213 | +3.5% | 0.16% | -6.4% |
| LRCX | Sell | LAM RESEARCH CORP | $1,033,945 | -35.9% | 2,460 | -44.2% | 0.16% | -42.0% |
| CAT | Buy | CATERPILLAR INC | $1,028,671 | +51.7% | 4,294 | +3.8% | 0.16% | +37.2% |
| BDX | Sell | BECTON DICKINSON & CO | $1,013,642 | -28.0% | 3,986 | -37.0% | 0.15% | -34.9% |
| NKE | Sell | NIKE INCcl b | $1,011,203 | +32.7% | 8,642 | -5.8% | 0.15% | +20.5% |
| ORLY | Buy | OREILLY AUTOMOTIVE INC | $1,017,058 | +22.5% | 1,205 | +2.1% | 0.15% | +10.9% |
| HON | Buy | HONEYWELL INTL INC | $1,006,783 | +29.6% | 4,698 | +0.8% | 0.15% | +16.9% |
| BAC | Sell | BANK AMERICA CORP | $1,007,674 | -5.7% | 30,425 | -14.0% | 0.15% | -14.6% |
| VLO | Buy | VALERO ENERGY CORP | $1,002,451 | +375.1% | 7,902 | +300.1% | 0.15% | +331.4% |
| TIP | Sell | ISHARES TRtips bd etf | $986,348 | -21.5% | 9,266 | -22.6% | 0.15% | -29.0% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $966,555 | -25.8% | 20,813 | -26.3% | 0.15% | -32.7% |
| DE | Buy | DEERE & CO | $960,851 | +29.8% | 2,241 | +1.2% | 0.14% | +17.9% |
| CAH | Sell | CARDINAL HEALTH INC | $944,887 | +13.4% | 12,292 | -1.6% | 0.14% | +2.9% |
| EXPD | New | EXPEDITORS INTL WASH INC | $937,775 | – | 9,024 | +100.0% | 0.14% | – |
| DOW | Buy | DOW INC | $940,732 | +43.8% | 18,669 | +25.3% | 0.14% | +30.3% |
| IT | GARTNER INC | $918,334 | +21.5% | 2,732 | 0.0% | 0.14% | +10.3% | |
| HPQ | Buy | HP INC | $917,812 | +13.0% | 34,158 | +4.8% | 0.14% | +2.2% |
| CAG | Sell | CONAGRA BRANDS INC | $914,636 | +14.5% | 23,634 | -3.4% | 0.14% | +3.8% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $891,257 | +7.0% | 5,643 | +1.2% | 0.13% | -3.6% |
| APA | Buy | APA CORPORATION | $859,892 | +94.5% | 18,421 | +42.6% | 0.13% | +75.7% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $852,591 | -9.0% | 9,008 | -16.2% | 0.13% | -17.3% |
| EFG | Buy | ISHARES TReafe grwth etf | $830,563 | +68.5% | 9,916 | +46.1% | 0.12% | +52.4% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $812,670 | +61.6% | 23,239 | +35.6% | 0.12% | +46.4% |
| MTD | Sell | METTLER TOLEDO INTERNATIONAL | $813,788 | +8.2% | 563 | -18.9% | 0.12% | -1.6% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $818,150 | -6.9% | 9,648 | -12.7% | 0.12% | -16.3% |
| EWJ | Sell | ISHARES INCmsci jpn etf new | $812,027 | +10.5% | 14,916 | -0.9% | 0.12% | 0.0% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $797,414 | +29.0% | 19,980 | +15.7% | 0.12% | +16.5% |
| OTIS | Buy | OTIS WORLDWIDE CORP | $786,058 | +73.5% | 10,038 | +41.3% | 0.12% | +56.6% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $786,260 | +120.2% | 7,464 | +100.8% | 0.12% | +98.3% |
| DEO | Buy | DIAGEO PLCspon adr new | $788,491 | +7.3% | 4,425 | +2.3% | 0.12% | -3.3% |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $783,050 | -12.4% | 17,829 | -13.1% | 0.12% | -20.8% |
| LEN | Buy | LENNAR CORPcl a | $778,647 | +85.4% | 8,603 | +52.8% | 0.12% | +67.1% |
| TXT | Buy | TEXTRON INC | $773,278 | +85.0% | 10,922 | +52.3% | 0.12% | +67.1% |
| SRE | Buy | SEMPRA | $777,182 | +59.9% | 5,029 | +55.0% | 0.12% | +44.4% |
| BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $771,959 | -24.2% | 36,795 | -24.6% | 0.12% | -31.8% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $746,157 | +23.9% | 3,387 | +1.6% | 0.11% | +13.0% |
| OMC | Sell | OMNICOM GROUP INC | $741,431 | -26.2% | 9,090 | -42.9% | 0.11% | -32.9% |
| JKHY | HENRY JACK & ASSOC INC | $735,457 | -3.7% | 4,189 | 0.0% | 0.11% | -12.6% | |
| ED | Buy | CONSOLIDATED EDISON INC | $728,738 | +21.7% | 7,646 | +9.5% | 0.11% | +10.0% |
| FTNT | FORTINET INC | $725,481 | -0.5% | 14,839 | 0.0% | 0.11% | -10.7% | |
| LYB | Buy | LYONDELLBASELL INDUSTRIES N | $712,068 | +74.1% | 8,576 | +57.8% | 0.11% | +57.4% |
| CTAS | Sell | CINTAS CORP | $708,142 | +11.3% | 1,568 | -4.3% | 0.11% | +0.9% |
| YUM | Buy | YUM BRANDS INC | $701,900 | +67.1% | 5,480 | +38.7% | 0.11% | +51.4% |
| ALB | Buy | ALBEMARLE CORP | $701,542 | -10.1% | 3,235 | +9.7% | 0.11% | -18.5% |
| IEMG | Buy | ISHARES INCcore msci emkt | $685,559 | +19.0% | 14,680 | +9.6% | 0.10% | +7.3% |
| GLW | Sell | CORNING INC | $678,376 | +8.9% | 21,239 | -1.0% | 0.10% | -1.9% |
| RY | Buy | ROYAL BK CDA SUSTAINABL | $668,483 | +7.3% | 7,110 | +2.7% | 0.10% | -2.9% |
| BKNG | Buy | BOOKING HOLDINGS INC | $656,979 | +61.8% | 326 | +32.0% | 0.10% | +45.6% |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $658,141 | – | 4,097 | +100.0% | 0.10% | – |
| VRSN | Buy | VERISIGN INC | $646,726 | +61.3% | 3,148 | +36.4% | 0.10% | +46.3% |
| CF | Buy | CF INDS HLDGS INC | $648,628 | +20.6% | 7,613 | +36.2% | 0.10% | +8.9% |
| PFXF | Sell | VANECK ETF TRUSTpreferred securt | $639,846 | -21.1% | 38,291 | -18.8% | 0.10% | -28.1% |
| PPG | Buy | PPG INDS INC | $645,927 | +39.8% | 5,137 | +23.2% | 0.10% | +26.0% |
| NTAP | Buy | NETAPP INC | $629,781 | +45.1% | 10,487 | +49.5% | 0.10% | +31.9% |
| IEFA | Sell | ISHARES TRcore msci eafe | $628,606 | +15.3% | 10,198 | -1.4% | 0.10% | +4.4% |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $615,259 | +18.5% | 8,758 | +3.0% | 0.09% | +6.9% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $606,889 | -9.0% | 7,358 | -11.5% | 0.09% | -17.1% |
| TSN | Buy | TYSON FOODS INCcl a | $612,300 | +66.4% | 9,836 | +76.1% | 0.09% | +50.8% |
| BA | Sell | BOEING CO | $600,043 | +56.3% | 3,150 | -0.6% | 0.09% | +42.2% |
| A | Buy | AGILENT TECHNOLOGIES INC | $600,698 | +23.9% | 4,014 | +0.7% | 0.09% | +12.3% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $592,146 | -11.9% | 24,550 | -13.1% | 0.09% | -20.5% |
| ARE | Buy | ALEXANDRIA REAL ESTATE EQ IN | $588,216 | +10.8% | 4,038 | +6.6% | 0.09% | 0.0% |
| DPZ | Buy | DOMINOS PIZZA INC | $579,970 | +64.8% | 1,674 | +47.6% | 0.09% | +49.2% |
| RHI | New | ROBERT HALF INTL INC | $577,425 | – | 7,821 | +100.0% | 0.09% | – |
| PFG | Buy | PRINCIPAL FINANCIAL GROUP IN | $575,020 | +82.0% | 6,852 | +56.8% | 0.09% | +64.2% |
| TXN | Sell | TEXAS INSTRS INC | $575,071 | -5.3% | 3,481 | -11.2% | 0.09% | -13.9% |
| Buy | BATH & BODY WORKS INC | $571,038 | +83.0% | 13,551 | +41.8% | 0.09% | +65.4% | |
| HYG | Sell | ISHARES TRiboxx hi yd etf | $570,043 | -13.6% | 7,742 | -16.2% | 0.09% | -21.8% |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $563,120 | +49.4% | 1,950 | +49.9% | 0.08% | +34.9% |
| LIN | Buy | LINDE PLC | $565,270 | +116.6% | 1,733 | +79.0% | 0.08% | +93.2% |
| GIS | Buy | GENERAL MLS INC | $550,310 | +72.5% | 6,563 | +57.8% | 0.08% | +56.6% |
| FB | Buy | META PLATFORMS INCcl a | $540,088 | -4.7% | 4,488 | +7.4% | 0.08% | -14.7% |
| MAS | Buy | MASCO CORP | $539,981 | +53.4% | 11,570 | +53.6% | 0.08% | +37.3% |
| PSA | Buy | PUBLIC STORAGE | $538,248 | +3.1% | 1,921 | +7.8% | 0.08% | -6.9% |
| VMW | Sell | VMWARE INC | $520,627 | +14.2% | 4,241 | -1.1% | 0.08% | +3.9% |
| EVRG | Buy | EVERGY INC | $519,739 | +72.1% | 8,259 | +62.5% | 0.08% | +56.0% |
| TFC | Buy | TRUIST FINL CORP | $512,317 | +1.7% | 11,906 | +3.0% | 0.08% | -8.3% |
| PLD | Buy | PROLOGIS INC. | $511,906 | +31.6% | 4,541 | +18.7% | 0.08% | +18.5% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $502,640 | +15.5% | 5,118 | -2.6% | 0.08% | +4.1% |
| MRNA | Buy | MODERNA INC | $499,521 | +94.4% | 2,781 | +28.2% | 0.08% | +74.4% |
| Buy | WISDOMTREE TRfloatng rat trea | $500,190 | +19.9% | 9,950 | +19.8% | 0.08% | +7.1% | |
| NSC | Buy | NORFOLK SOUTHN CORP | $488,158 | +20.5% | 1,981 | +2.4% | 0.07% | +8.8% |
| HBAN | Buy | HUNTINGTON BANCSHARES INC | $480,614 | +74.1% | 34,086 | +63.2% | 0.07% | +58.7% |
| EXPE | Buy | EXPEDIA GROUP INC | $463,580 | +43.1% | 5,292 | +53.0% | 0.07% | +29.6% |
| SYY | Buy | SYSCO CORP | $465,351 | +13.2% | 6,087 | +4.7% | 0.07% | +1.4% |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $463,093 | +12.9% | 9,236 | 0.0% | 0.07% | +2.9% | |
| HRL | Buy | HORMEL FOODS CORP | $464,062 | +57.8% | 10,188 | +57.2% | 0.07% | +42.9% |
| KHC | Buy | KRAFT HEINZ CO | $457,174 | +93.7% | 11,230 | +58.9% | 0.07% | +76.9% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $425,768 | +51.5% | 9,430 | +41.6% | 0.06% | +36.2% |
| IWO | Buy | ISHARES TRrus 2000 grw etf | $417,671 | +4.4% | 1,947 | +0.8% | 0.06% | -6.0% |
| CI | New | CIGNA CORP NEW | $416,163 | – | 1,256 | +100.0% | 0.06% | – |
| O | Buy | REALTY INCOME CORP | $410,454 | +54.3% | 6,471 | +41.4% | 0.06% | +40.9% |
| CPB | Buy | CAMPBELL SOUP CO | $409,396 | +31.6% | 7,214 | +9.3% | 0.06% | +19.2% |
| LNT | Sell | ALLIANT ENERGY CORP | $402,373 | +4.0% | 7,288 | -0.2% | 0.06% | -6.2% |
| CCK | CROWN HLDGS INC | $399,458 | +1.4% | 4,859 | 0.0% | 0.06% | -9.1% | |
| NVS | Sell | NOVARTIS AGsponsored adr | $396,266 | +19.0% | 4,368 | -0.3% | 0.06% | +7.1% |
| TD | Buy | TORONTO DOMINION BK ONT | $392,446 | +10.2% | 6,060 | +4.3% | 0.06% | 0.0% |
| BBY | Buy | BEST BUY INC | $383,299 | +73.4% | 4,779 | +36.7% | 0.06% | +56.8% |
| KMX | CARMAX INC | $380,441 | -7.7% | 6,248 | 0.0% | 0.06% | -17.4% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $369,466 | +7.4% | 2,013 | 0.0% | 0.06% | -1.8% | |
| IWP | Buy | ISHARES TRrus md cp gr etf | $367,004 | +11.2% | 4,390 | +4.4% | 0.06% | 0.0% |
| PDBC | Buy | INVESCO ACTVELY MNGD ETC FDoptimum yield | $361,906 | +13.8% | 24,486 | +24.5% | 0.06% | +3.8% |
| ANTM | New | ELEVANCE HEALTH INC | $355,486 | – | 693 | +100.0% | 0.05% | – |
| USMV | Buy | ISHARES TRmsci usa min vol | $358,410 | +11.3% | 4,971 | +2.0% | 0.05% | 0.0% |
| CNC | New | CENTENE CORP DEL | $358,302 | – | 4,369 | +100.0% | 0.05% | – |
| UL | Buy | UNILEVER PLCspon adr new | $354,162 | +20.1% | 7,034 | +4.8% | 0.05% | +8.2% |
| BIV | Sell | VANGUARD BD INDEX FDSintermed term | $347,966 | -1.7% | 4,682 | -2.8% | 0.05% | -10.2% |
| SO | SOUTHERN CO | $343,625 | +5.1% | 4,812 | 0.0% | 0.05% | -5.5% | |
| VTR | Sell | VENTAS INC | $342,605 | +10.2% | 7,605 | -1.6% | 0.05% | 0.0% |
| BSCO | Sell | INVESCO EXCH TRD SLF IDX FD | $336,265 | -55.7% | 16,415 | -55.9% | 0.05% | -59.8% |
| PKI | New | PERKINELMER INC | $336,950 | – | 2,403 | +100.0% | 0.05% | – |
| SJM | New | SMUCKER J M CO | $335,144 | – | 2,115 | +100.0% | 0.05% | – |
| FAST | Sell | FASTENAL CO | $334,031 | +2.5% | 7,059 | -0.2% | 0.05% | -7.4% |
| PFF | Sell | ISHARES TRpfd and incm sec | $332,535 | -26.8% | 10,892 | -24.0% | 0.05% | -34.2% |
| PXD | PIONEER NAT RES CO | $323,628 | +5.8% | 1,417 | 0.0% | 0.05% | -3.9% | |
| VICI | Sell | VICI PPTYS INC | $320,596 | +1.8% | 9,895 | -6.1% | 0.05% | -9.4% |
| EQIX | Sell | EQUINIX INC | $315,065 | -7.1% | 481 | -19.3% | 0.05% | -15.8% |
| BCE | Sell | BCE INC | $312,007 | +4.4% | 7,099 | -0.6% | 0.05% | -6.0% |
| CLX | Buy | CLOROX CO DEL | $311,113 | +20.1% | 2,217 | +9.9% | 0.05% | +9.3% |
| MKL | Buy | MARKEL CORP | $300,386 | +26.2% | 228 | +4.1% | 0.04% | +12.5% |
| AXP | Sell | AMERICAN EXPRESS CO | $296,978 | +8.0% | 2,010 | -1.4% | 0.04% | -2.2% |
| UCBI | UNITED CMNTY BKS BLAIRSVLE G | $295,581 | +2.3% | 8,745 | 0.0% | 0.04% | -6.2% | |
| STZ | New | CONSTELLATION BRANDS INCcl a | $293,629 | – | 1,267 | +100.0% | 0.04% | – |
| HCA | New | HCA HEALTHCARE INC | $282,193 | – | 1,176 | +100.0% | 0.04% | – |
| KEY | Buy | KEYCORP | $285,114 | +34.5% | 16,367 | +23.4% | 0.04% | +22.9% |
| SWK | Sell | STANLEY BLACK & DECKER INC | $269,981 | -1.5% | 3,594 | -1.3% | 0.04% | -10.9% |
| SUI | Buy | SUN CMNTYS INC | $274,703 | +11.7% | 1,921 | +5.5% | 0.04% | 0.0% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $273,704 | +4.5% | 1,654 | -5.7% | 0.04% | -6.8% |
| AVB | Sell | AVALONBAY CMNTYS INC | $267,155 | -15.2% | 1,654 | -3.3% | 0.04% | -24.5% |
| LW | New | LAMB WESTON HLDGS INC | $256,106 | – | 2,866 | +100.0% | 0.04% | – |
| CB | CHUBB LIMITED | $256,779 | +21.1% | 1,164 | 0.0% | 0.04% | +11.4% | |
| HSY | New | HERSHEY CO | $252,180 | – | 1,089 | +100.0% | 0.04% | – |
| PLXS | PLEXUS CORP | $249,708 | +17.8% | 2,426 | 0.0% | 0.04% | +8.6% | |
| BIIB | New | BIOGEN INC | $248,950 | – | 899 | +100.0% | 0.04% | – |
| TSLA | Buy | TESLA INC | $242,296 | -53.3% | 1,967 | +0.6% | 0.04% | -57.5% |
| FDX | FEDEX CORP | $242,480 | +16.6% | 1,400 | 0.0% | 0.04% | +5.7% | |
| XLE | New | SELECT SECTOR SPDR TRenergy | $241,858 | – | 2,765 | +100.0% | 0.04% | – |
| VFC | Sell | V F CORP | $238,414 | -8.7% | 8,635 | -0.9% | 0.04% | -18.2% |
| ORI | OLD REP INTL CORP | $233,917 | +15.8% | 9,686 | 0.0% | 0.04% | +2.9% | |
| TAP | New | MOLSON COORS BEVERAGE COcl b | $232,407 | – | 4,511 | +100.0% | 0.04% | – |
| OKE | New | ONEOK INC NEW | $231,657 | – | 3,526 | +100.0% | 0.04% | – |
| EXR | Sell | EXTRA SPACE STORAGE INC | $232,543 | -18.1% | 1,580 | -3.9% | 0.04% | -25.5% |
| SLV | New | ISHARES SILVER TRishares | $228,391 | – | 10,372 | +100.0% | 0.03% | – |
| WELL | New | WELLTOWER INC | $226,934 | – | 3,462 | +100.0% | 0.03% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $228,536 | – | 415 | +100.0% | 0.03% | – |
| GLD | New | SPDR GOLD TR | $220,023 | – | 1,297 | +100.0% | 0.03% | – |
| INVH | Buy | INVITATION HOMES INC | $214,207 | -11.5% | 7,227 | +0.9% | 0.03% | -20.0% |
| HSIC | New | HENRY SCHEIN INC | $207,901 | – | 2,603 | +100.0% | 0.03% | – |
| ESS | Sell | ESSEX PPTY TR INC | $208,321 | -14.6% | 983 | -2.3% | 0.03% | -24.4% |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $204,601 | – | 2,848 | +100.0% | 0.03% | – |
| WMB | New | WILLIAMS COS INC | $204,441 | – | 6,214 | +100.0% | 0.03% | – |
| TMUS | New | T-MOBILE US INC | $202,160 | – | 1,444 | +100.0% | 0.03% | – |
| XRAY | New | DENTSPLY SIRONA INC | $201,580 | – | 6,331 | +100.0% | 0.03% | – |
| OMER | Buy | OMEROS CORP | $124,300 | -12.5% | 55,000 | +22.2% | 0.02% | -20.8% |
| LUMN | Buy | LUMEN TECHNOLOGIES INC | $103,184 | +13.4% | 19,767 | +58.7% | 0.02% | +6.7% |
| TTSH | TILE SHOP HLDGS INC | $79,554 | +24.3% | 18,163 | 0.0% | 0.01% | +9.1% | |
| ESBA | EMPIRE ST RLTY OP L Punit ltd prtnsp | $70,139 | +1.7% | 10,741 | 0.0% | 0.01% | -8.3% | |
| CDZI | New | CADIZ INC | $37,500 | – | 15,000 | +100.0% | 0.01% | – |
| INNOVATE CORP | $26,180 | +161.8% | 14,000 | 0.0% | 0.00% | +100.0% | ||
| ADCT | Exit | ADC THERAPEUTICS SA | $0 | – | -10,000 | -100.0% | -0.01% | – |
| BKT | Exit | BLACKROCK INCOME TRUST INC | $0 | – | -15,200 | -100.0% | -0.01% | – |
| VTIP | Exit | VANGUARDstrm infproidx | $0 | – | -4,306 | -100.0% | -0.04% | – |
| AMH | Exit | AMERICAN HOMES 4 RENTcl a | $0 | – | -6,647 | -100.0% | -0.04% | – |
| BSCP | Exit | INVESCO | $0 | – | -10,990 | -100.0% | -0.04% | – |
| QCLN | Exit | FIRST TRUSTnas clnedg green | $0 | – | -4,010 | -100.0% | -0.04% | – |
| WHR | Exit | WHIRLPOOL CORP | $0 | – | -2,380 | -100.0% | -0.05% | – |
| IDXX | Exit | IDEXX LABS INC | $0 | – | -1,044 | -100.0% | -0.06% | – |
| BSCM | Exit | INVESCO | $0 | – | -19,892 | -100.0% | -0.07% | – |
| WAT | Exit | WATERS CORP | $0 | – | -1,565 | -100.0% | -0.07% | – |
| MSI | Exit | MOTOROLA SOLUTIONS INC | $0 | – | -2,110 | -100.0% | -0.08% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 42 | Q3 2023 | 6.4% |
| LOCKHEED MARTIN CORP | 42 | Q3 2023 | 3.5% |
| VISA INC CLASS A | 42 | Q3 2023 | 3.7% |
| ABBVIE INC | 42 | Q3 2023 | 3.2% |
| ISHARES TR | 42 | Q3 2023 | 4.3% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 2.8% |
| LILLY ELI & CO | 42 | Q3 2023 | 4.7% |
| MICROSOFT CORP | 42 | Q3 2023 | 4.1% |
| TJX COS INC NEW | 42 | Q3 2023 | 2.5% |
| PAYCHEX INC | 42 | Q3 2023 | 2.2% |
View Cypress Capital Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-24 |
| 13F-HR | 2023-11-02 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-07-26 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-15 |
| 13F-HR | 2021-10-12 |
View Cypress Capital Group's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.