$652 Million is the total value of Cypress Capital Group's 497 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 17.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $36,858,716 | +25.8% | 223,522 | -0.9% | 5.66% | +27.9% |
| MSFT | Sell | MICROSOFT CORP | $24,687,293 | +17.9% | 85,630 | -1.9% | 3.79% | +19.9% |
| LLY | Sell | LILLY ELI & CO | $21,126,528 | -17.7% | 61,518 | -12.3% | 3.24% | -16.3% |
| ABBV | Sell | ABBVIE INC | $18,563,619 | -8.3% | 116,481 | -7.0% | 2.85% | -6.7% |
| V | Sell | VISA INC | $17,761,088 | +6.1% | 78,777 | -2.3% | 2.73% | +7.9% |
| LMT | Sell | LOCKHEED MARTIN CORP | $17,522,500 | -16.9% | 37,067 | -14.5% | 2.69% | -15.5% |
| JNJ | Sell | JOHNSON & JOHNSON | $13,748,491 | -15.0% | 88,700 | -3.2% | 2.11% | -13.6% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $9,800,148 | +10.4% | 23,840 | +3.2% | 1.50% | +12.3% |
| CVX | Buy | CHEVRON CORP NEW | $9,641,454 | +2.4% | 59,092 | +12.7% | 1.48% | +4.2% |
| ACN | Sell | ACCENTURE PLC IRELAND | $9,368,871 | +1.9% | 32,780 | -4.8% | 1.44% | +3.7% |
| XOM | Buy | EXXON MOBIL CORP | $8,854,723 | +44.6% | 80,747 | +45.5% | 1.36% | +47.1% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $8,711,540 | +135.9% | 21,279 | +120.3% | 1.34% | +140.0% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $8,691,281 | +1.5% | 28,148 | +1.6% | 1.33% | +3.3% |
| JPM | Sell | JPMORGAN CHASE & CO | $8,503,381 | -15.3% | 65,255 | -12.9% | 1.30% | -13.9% |
| ABT | Sell | ABBOTT LABS | $8,266,470 | -18.3% | 81,636 | -11.5% | 1.27% | -16.9% |
| TJX | Sell | TJX COS INC NEW | $7,801,207 | -18.4% | 99,556 | -17.1% | 1.20% | -17.0% |
| HD | Sell | HOME DEPOT INC | $7,716,474 | -9.8% | 26,147 | -3.5% | 1.18% | -8.3% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $7,575,660 | -10.5% | 109,301 | -7.1% | 1.16% | -9.0% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $7,498,467 | +0.5% | 20,634 | -3.9% | 1.15% | +2.2% |
| MCD | Sell | MCDONALDS CORP | $7,150,201 | -6.1% | 25,572 | -11.5% | 1.10% | -4.5% |
| PAYX | Sell | PAYCHEX INC | $6,991,081 | -3.0% | 61,009 | -2.2% | 1.07% | -1.4% |
| CME | Sell | CME GROUP INC | $6,902,765 | +0.5% | 36,042 | -11.7% | 1.06% | +2.2% |
| LOW | Sell | LOWES COS INC | $6,886,469 | -6.3% | 34,437 | -6.6% | 1.06% | -4.7% |
| PEP | Buy | PEPSICO INC | $6,849,407 | +7.9% | 37,572 | +7.0% | 1.05% | +9.7% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $6,672,001 | -9.9% | 68,130 | -7.1% | 1.02% | -8.3% |
| PSX | Buy | PHILLIPS 66 | $6,465,834 | +9.9% | 63,778 | +12.8% | 0.99% | +11.7% |
| SBUX | Sell | STARBUCKS CORP | $6,417,542 | +3.5% | 61,630 | -1.4% | 0.98% | +5.2% |
| WMT | Sell | WALMART INC | $6,383,723 | +0.6% | 43,294 | -3.3% | 0.98% | +2.4% |
| MRK | Sell | MERCK & CO INC | $5,993,809 | -8.1% | 56,338 | -4.2% | 0.92% | -6.5% |
| PFE | Buy | PFIZER INC | $5,924,715 | -19.6% | 145,214 | +0.9% | 0.91% | -18.3% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $5,827,140 | +7.3% | 18,157 | -11.0% | 0.89% | +9.0% |
| AMZN | Buy | AMAZON COM INC | $5,620,122 | +34.8% | 54,411 | +9.6% | 0.86% | +37.2% |
| MUB | Sell | ISHARES TRnational mun etf | $5,344,335 | -22.3% | 49,604 | -23.9% | 0.82% | -21.0% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $5,320,950 | -18.8% | 111,154 | -19.6% | 0.82% | -17.4% |
| GILD | Sell | GILEAD SCIENCES INC | $5,096,850 | -19.4% | 61,430 | -16.6% | 0.78% | -18.1% |
| COST | Sell | COSTCO WHSL CORP NEW | $4,915,044 | -3.4% | 9,892 | -11.3% | 0.75% | -1.8% |
| PM | Sell | PHILIP MORRIS INTL INC | $4,889,842 | -11.7% | 50,281 | -8.1% | 0.75% | -10.2% |
| PG | Buy | PROCTER AND GAMBLE CO | $4,879,846 | +1.3% | 32,819 | +3.2% | 0.75% | +3.0% |
| BLK | Buy | BLACKROCK INC | $4,738,706 | +1.9% | 7,082 | +7.9% | 0.73% | +3.6% |
| CSCO | Buy | CISCO SYS INC | $4,426,904 | +13.1% | 84,685 | +3.1% | 0.68% | +15.1% |
| NEE | Sell | NEXTERA ENERGY INC | $4,332,898 | -13.1% | 56,213 | -5.8% | 0.66% | -11.7% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $4,242,992 | +17.0% | 40,798 | -0.2% | 0.65% | +19.0% |
| ABC | Sell | AMERISOURCEBERGEN CORP | $4,175,551 | -29.4% | 26,079 | -27.0% | 0.64% | -28.2% |
| NVDA | Buy | NVIDIA CORPORATION | $4,137,114 | +106.5% | 14,894 | +8.6% | 0.64% | +110.3% |
| FMB | Sell | FIRST TR EXCH TRADED FD IIImanagd mun etf | $4,003,139 | -7.6% | 78,592 | -9.1% | 0.61% | -6.1% |
| ADBE | Sell | ADOBE SYSTEMS INCORPORATED | $3,970,865 | +7.3% | 10,304 | -6.3% | 0.61% | +8.9% |
| IAU | Sell | ISHARES GOLD TRishares new | $3,872,133 | +5.9% | 103,616 | -2.0% | 0.59% | +7.6% |
| DUK | Sell | DUKE ENERGY CORP NEW | $3,845,221 | -12.5% | 39,859 | -6.6% | 0.59% | -11.0% |
| MMM | Buy | 3M CO | $3,821,703 | -11.8% | 36,359 | +0.6% | 0.59% | -10.2% |
| MO | Sell | ALTRIA GROUP INC | $3,714,798 | -9.0% | 83,254 | -6.7% | 0.57% | -7.5% |
| APD | Sell | AIR PRODS & CHEMS INC | $3,703,948 | -10.0% | 12,896 | -3.4% | 0.57% | -8.5% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $3,620,135 | -8.5% | 7,660 | +2.7% | 0.56% | -6.9% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $3,478,571 | -8.9% | 89,446 | -7.7% | 0.53% | -7.3% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $3,429,560 | +42.8% | 17,679 | +28.0% | 0.53% | +45.3% |
| TGT | Buy | TARGET CORP | $3,418,944 | +17.1% | 20,642 | +5.4% | 0.52% | +19.3% |
| INTC | Sell | INTEL CORP | $3,405,796 | +22.9% | 104,248 | -0.6% | 0.52% | +25.1% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $3,392,298 | -16.0% | 37,282 | -12.3% | 0.52% | -14.4% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $3,387,324 | +15.1% | 32,655 | -2.1% | 0.52% | +17.1% |
| INTU | Sell | INTUIT | $3,362,900 | -26.1% | 7,543 | -35.5% | 0.52% | -24.8% |
| ZTS | Sell | ZOETIS INCcl a | $3,155,201 | +12.2% | 18,957 | -1.2% | 0.48% | +14.2% |
| KO | Sell | COCA COLA CO | $2,916,784 | -4.2% | 47,022 | -1.8% | 0.45% | -2.6% |
| AMGN | Sell | AMGEN INC | $2,727,201 | -22.5% | 11,281 | -15.8% | 0.42% | -21.1% |
| VLO | Buy | VALERO ENERGY CORP | $2,512,101 | +150.6% | 17,995 | +127.7% | 0.39% | +155.6% |
| DOW | Buy | DOW INC | $2,335,280 | +148.2% | 42,599 | +128.2% | 0.36% | +152.1% |
| IWR | Buy | ISHARES TRrus mid cap etf | $2,310,016 | +7.1% | 33,038 | +3.3% | 0.36% | +8.9% |
| SPGI | Sell | S&P GLOBAL INC | $2,267,349 | -6.8% | 6,576 | -9.5% | 0.35% | -5.2% |
| SHW | Sell | SHERWIN WILLIAMS CO | $2,251,746 | -8.5% | 10,018 | -3.4% | 0.35% | -7.0% |
| CL | Sell | COLGATE PALMOLIVE CO | $2,149,913 | -20.8% | 28,608 | -17.0% | 0.33% | -19.5% |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $2,136,770 | -16.6% | 16,300 | -10.3% | 0.33% | -15.0% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $2,117,624 | +3.1% | 8,465 | -0.3% | 0.32% | +4.8% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $2,081,379 | +34.8% | 13,783 | +11.1% | 0.32% | +36.9% |
| FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $2,038,534 | -1.7% | 27,948 | +1.0% | 0.31% | 0.0% |
| T | Sell | AT&T INC | $2,030,581 | +0.2% | 105,484 | -4.1% | 0.31% | +2.0% |
| IGSB | Sell | ISHARES TR | $2,023,459 | -61.9% | 40,036 | -62.4% | 0.31% | -61.2% |
| DVY | Sell | ISHARES TRselect divid etf | $2,011,931 | -2.9% | 17,170 | -0.1% | 0.31% | -1.3% |
| PXD | Buy | PIONEER NAT RES CO | $2,006,046 | +519.9% | 9,822 | +593.2% | 0.31% | +528.6% |
| AVY | Buy | AVERY DENNISON CORP | $1,999,368 | +2.2% | 11,174 | +3.3% | 0.31% | +4.1% |
| ROST | Sell | ROSS STORES INC | $1,993,965 | -11.9% | 18,788 | -3.6% | 0.31% | -10.3% |
| TROW | Buy | PRICE T ROWE GROUP INC | $1,932,305 | +5.3% | 17,115 | +1.7% | 0.30% | +7.2% |
| ETN | Sell | EATON CORP PLC | $1,891,084 | +3.8% | 11,037 | -5.0% | 0.29% | +5.5% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $1,863,184 | -3.4% | 14,392 | +1.4% | 0.29% | -1.7% |
| QCOM | Buy | QUALCOMM INC | $1,807,659 | +18.3% | 14,169 | +2.0% | 0.28% | +20.4% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $1,790,112 | -39.4% | 8,041 | -35.0% | 0.28% | -38.3% |
| DIS | Buy | DISNEY WALT CO | $1,763,590 | +17.8% | 17,613 | +2.3% | 0.27% | +19.9% |
| COP | Sell | CONOCOPHILLIPS | $1,704,333 | -39.2% | 17,179 | -27.7% | 0.26% | -38.1% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $1,702,088 | +7.8% | 8,339 | +1.0% | 0.26% | +9.7% |
| MCK | Sell | MCKESSON CORP | $1,592,749 | -32.5% | 4,473 | -28.8% | 0.24% | -31.5% |
| SNA | Buy | SNAP ON INC | $1,586,595 | +9.1% | 6,427 | +1.0% | 0.24% | +11.4% |
| CVS | Sell | CVS HEALTH CORP | $1,589,510 | -22.8% | 21,390 | -3.2% | 0.24% | -21.5% |
| ADM | Sell | ARCHER DANIELS MIDLAND CO | $1,543,097 | -45.2% | 19,371 | -36.1% | 0.24% | -44.2% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $1,543,725 | +1.8% | 7,319 | -1.6% | 0.24% | +3.5% |
| CRM | Sell | SALESFORCE INC | $1,540,504 | +27.7% | 7,711 | -15.3% | 0.24% | +29.7% |
| SYK | Sell | STRYKER CORPORATION | $1,497,857 | +15.7% | 5,247 | -0.9% | 0.23% | +17.9% |
| ORCL | Sell | ORACLE CORP | $1,478,542 | +9.8% | 15,912 | -3.4% | 0.23% | +11.8% |
| AVGO | Buy | BROADCOM INC | $1,467,193 | +19.8% | 2,287 | +4.4% | 0.22% | +21.6% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,450,934 | +3.9% | 9,421 | +2.4% | 0.22% | +5.7% |
| LHX | Buy | L3HARRIS TECHNOLOGIES INC | $1,450,999 | -2.4% | 7,394 | +3.5% | 0.22% | -0.4% |
| EMR | Sell | EMERSON ELEC CO | $1,444,346 | -9.4% | 16,575 | -0.2% | 0.22% | -7.9% |
| D | Sell | DOMINION ENERGY INC | $1,426,270 | -28.2% | 25,510 | -21.3% | 0.22% | -27.0% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $1,425,884 | -3.5% | 6,978 | +0.0% | 0.22% | -1.8% |
| KR | Buy | KROGER CO | $1,421,612 | +10.9% | 28,795 | +0.1% | 0.22% | +13.0% |
| FPE | Sell | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $1,414,647 | -52.2% | 88,637 | -49.7% | 0.22% | -51.5% |
| AGG | Sell | ISHARES TRcore us aggbd et | $1,408,019 | -18.1% | 14,131 | -20.3% | 0.22% | -16.6% |
| IPG | Buy | INTERPUBLIC GROUP COS INC | $1,397,564 | +27.9% | 37,529 | +14.4% | 0.22% | +30.3% |
| TIP | Buy | ISHARES TRtips bd etf | $1,391,986 | +41.1% | 12,625 | +36.3% | 0.21% | +43.6% |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $1,396,800 | -0.7% | 3 | 0.0% | 0.21% | +0.9% | |
| DHR | DANAHER CORPORATION | $1,386,977 | -5.0% | 5,503 | 0.0% | 0.21% | -3.2% | |
| SUB | Sell | ISHARES TRshrt nat mun etf | $1,385,126 | -20.7% | 13,232 | -21.1% | 0.21% | -19.3% |
| LQD | Sell | ISHARES TRiboxx inv cp etf | $1,357,323 | -13.8% | 12,383 | -17.1% | 0.21% | -12.6% |
| IWN | Sell | ISHARES TRrus 2000 val etf | $1,352,115 | -4.1% | 9,868 | -3.0% | 0.21% | -2.3% |
| REGN | Sell | REGENERON PHARMACEUTICALS | $1,356,576 | +13.0% | 1,651 | -0.8% | 0.21% | +14.9% |
| HYLS | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $1,345,795 | -4.7% | 33,848 | -6.7% | 0.21% | -2.8% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $1,336,484 | +11.6% | 5,470 | -2.1% | 0.20% | +13.3% |
| EOG | Sell | EOG RES INC | $1,313,657 | -13.0% | 11,460 | -1.7% | 0.20% | -11.4% |
| LRCX | Buy | LAM RESEARCH CORP | $1,314,697 | +27.2% | 2,480 | +0.8% | 0.20% | +29.5% |
| GPC | Sell | GENUINE PARTS CO | $1,310,911 | -4.8% | 7,835 | -1.3% | 0.20% | -3.4% |
| XLU | Sell | SELECT SECTOR SPDR TRsbi int-utils | $1,303,845 | -4.4% | 19,262 | -0.4% | 0.20% | -2.9% |
| HOLX | Buy | HOLOGIC INC | $1,301,134 | +8.9% | 16,123 | +1.0% | 0.20% | +11.1% |
| XEL | Buy | XCEL ENERGY INC | $1,297,746 | +14.0% | 19,243 | +18.5% | 0.20% | +15.7% |
| CAH | Buy | CARDINAL HEALTH INC | $1,278,829 | +35.3% | 16,938 | +37.8% | 0.20% | +37.1% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $1,244,160 | +1.2% | 6,974 | -1.1% | 0.19% | +2.7% |
| IWB | Sell | ISHARES TRrus 1000 etf | $1,225,026 | -0.3% | 5,439 | -6.9% | 0.19% | +1.6% |
| MMP | Sell | MAGELLAN MIDSTREAM PRTNRS LP | $1,210,649 | -10.1% | 22,312 | -16.8% | 0.19% | -8.4% |
| SLB | Sell | SCHLUMBERGER LTD | $1,204,188 | -17.3% | 24,525 | -9.9% | 0.18% | -15.9% |
| ULTA | Sell | ULTA BEAUTY INC | $1,200,473 | +11.1% | 2,200 | -4.5% | 0.18% | +12.9% |
| NUE | Sell | NUCOR CORP | $1,192,867 | +2.9% | 7,722 | -12.2% | 0.18% | +4.6% |
| MCO | Sell | MOODYS CORP | $1,138,090 | -15.2% | 3,719 | -22.8% | 0.18% | -13.8% |
| KMB | Sell | KIMBERLY-CLARK CORP | $1,119,931 | -30.1% | 8,344 | -29.3% | 0.17% | -28.9% |
| AZO | Sell | AUTOZONE INC | $1,081,587 | -7.5% | 440 | -7.2% | 0.17% | -5.7% |
| INDY | Sell | ISHARES TRindia 50 etf | $1,077,249 | -3.2% | 26,204 | -0.4% | 0.16% | -1.8% |
| SBAC | Sell | SBA COMMUNICATIONS CORP NEWcl a | $1,077,958 | -10.6% | 4,129 | -4.0% | 0.16% | -9.3% |
| CMCSA | Buy | COMCAST CORP NEWcl a | $1,059,360 | +30.4% | 27,944 | +20.2% | 0.16% | +32.5% |
| GD | Sell | GENERAL DYNAMICS CORP | $1,031,966 | -39.6% | 4,522 | -34.3% | 0.16% | -38.8% |
| HPQ | Sell | HP INC | $989,816 | +7.8% | 33,725 | -1.3% | 0.15% | +10.1% |
| FTNT | Buy | FORTINET INC | $988,662 | +36.3% | 14,876 | +0.2% | 0.15% | +39.4% |
| EXPD | Sell | EXPEDITORS INTL WASH INC | $980,947 | +4.6% | 8,908 | -1.3% | 0.15% | +6.3% |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $971,035 | – | 10,439 | +100.0% | 0.15% | – |
| BDX | Sell | BECTON DICKINSON & CO | $969,616 | -4.3% | 3,917 | -1.7% | 0.15% | -2.6% |
| CAT | Sell | CATERPILLAR INC | $971,197 | -5.6% | 4,244 | -1.2% | 0.15% | -3.9% |
| DE | Buy | DEERE & CO | $963,662 | +0.3% | 2,334 | +4.1% | 0.15% | +2.1% |
| HUM | New | HUMANA INC | $963,152 | – | 1,984 | +100.0% | 0.15% | – |
| ORLY | Sell | OREILLY AUTOMOTIVE INC | $950,863 | -6.5% | 1,120 | -7.1% | 0.15% | -4.6% |
| MRO | Sell | MARATHON OIL CORP | $947,977 | -18.9% | 39,565 | -8.4% | 0.14% | -17.6% |
| CAG | Buy | CONAGRA BRANDS INC | $934,380 | +2.2% | 24,877 | +5.3% | 0.14% | +3.6% |
| EFG | Sell | ISHARES TReafe grwth etf | $924,060 | +11.3% | 9,864 | -0.5% | 0.14% | +13.6% |
| CNC | Buy | CENTENE CORP DEL | $904,534 | +152.5% | 14,310 | +227.5% | 0.14% | +157.4% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $899,516 | +14.4% | 8,470 | +13.5% | 0.14% | +16.0% |
| LEN | Sell | LENNAR CORPcl a | $900,826 | +15.7% | 8,570 | -0.4% | 0.14% | +17.9% |
| GLD | Buy | SPDR GOLD TR | $894,481 | +306.5% | 4,882 | +276.4% | 0.14% | +315.2% |
| EWJ | Buy | ISHARES INCmsci jpn etf new | $891,327 | +9.8% | 15,187 | +1.8% | 0.14% | +11.4% |
| ISTB | Sell | ISHARES TRcore 1 5 yr usd | $883,025 | -8.6% | 18,726 | -10.0% | 0.14% | -6.8% |
| MPC | New | MARATHON PETE CORP | $886,778 | – | 6,577 | +100.0% | 0.14% | – |
| BKNG | Buy | BOOKING HOLDINGS INC | $877,945 | +33.6% | 331 | +1.5% | 0.14% | +36.4% |
| HON | Sell | HONEYWELL INTL INC | $881,448 | -12.4% | 4,612 | -1.8% | 0.14% | -11.2% |
| ITOT | ISHARES TRcore s&p ttl stk | $873,627 | +6.8% | 9,648 | 0.0% | 0.13% | +8.9% | |
| IT | Sell | GARTNER INC | $873,717 | -4.9% | 2,682 | -1.8% | 0.13% | -3.6% |
| STLD | New | STEEL DYNAMICS INC | $868,641 | – | 7,683 | +100.0% | 0.13% | – |
| OMC | Buy | OMNICOM GROUP INC | $868,639 | +17.2% | 9,208 | +1.3% | 0.13% | +18.8% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $854,048 | +0.2% | 8,831 | -2.0% | 0.13% | +1.6% |
| MTD | Sell | METTLER TOLEDO INTERNATIONAL | $855,388 | +5.1% | 559 | -0.7% | 0.13% | +6.5% |
| ODFL | New | OLD DOMINION FREIGHT LINE IN | $850,396 | – | 2,495 | +100.0% | 0.13% | – |
| OTIS | Sell | OTIS WORLDWIDE CORP | $843,774 | +7.3% | 9,997 | -0.4% | 0.13% | +9.2% |
| FVD | Buy | FIRST TR VALUE LINE DIVID IN | $846,573 | +6.2% | 21,080 | +5.5% | 0.13% | +8.3% |
| BAC | Sell | BANK AMERICA CORP | $840,410 | -16.6% | 29,385 | -3.4% | 0.13% | -15.1% |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $839,939 | +27.6% | 3,998 | -2.4% | 0.13% | +30.3% |
| TXN | Buy | TEXAS INSTRS INC | $833,628 | +45.0% | 4,482 | +28.8% | 0.13% | +47.1% |
| ITW | ILLINOIS TOOL WKS INC | $824,567 | +10.5% | 3,387 | 0.0% | 0.13% | +12.4% | |
| DEO | DIAGEO PLCspon adr new | $801,721 | +1.7% | 4,425 | 0.0% | 0.12% | +3.4% | |
| TFC | Buy | TRUIST FINL CORP | $799,003 | +56.0% | 23,431 | +96.8% | 0.12% | +59.7% |
| SWK | Buy | STANLEY BLACK & DECKER INC | $791,135 | +193.0% | 9,818 | +173.2% | 0.12% | +195.1% |
| GLW | Sell | CORNING INC | $748,783 | +10.4% | 21,224 | -0.1% | 0.12% | +12.7% |
| SDY | Sell | SPDR SER TRs&p divid etf | $739,833 | -31.4% | 5,980 | -30.6% | 0.11% | -30.1% |
| TXT | Sell | TEXTRON INC | $745,992 | -3.5% | 10,562 | -3.3% | 0.11% | -2.6% |
| KLAC | New | KLA CORP | $735,271 | – | 1,842 | +100.0% | 0.11% | – |
| DGX | Sell | QUEST DIAGNOSTICS INC | $726,979 | -47.3% | 5,138 | -41.8% | 0.11% | -46.2% |
| YUM | Buy | YUM BRANDS INC | $726,258 | +3.5% | 5,499 | +0.3% | 0.11% | +4.7% |
| IEMG | Buy | ISHARES INCcore msci emkt | $723,799 | +5.6% | 14,835 | +1.1% | 0.11% | +7.8% |
| ED | Sell | CONSOLIDATED EDISON INC | $724,703 | -0.6% | 7,575 | -0.9% | 0.11% | +0.9% |
| ALB | ALBEMARLE CORP | $715,064 | +1.9% | 3,235 | 0.0% | 0.11% | +3.8% | |
| CTAS | Sell | CINTAS CORP | $713,455 | +0.8% | 1,542 | -1.7% | 0.11% | +2.8% |
| PPG | Buy | PPG INDS INC | $708,375 | +9.7% | 5,303 | +3.2% | 0.11% | +12.4% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $696,898 | -21.8% | 5,483 | -2.8% | 0.11% | -20.1% |
| EXPE | Buy | EXPEDIA GROUP INC | $697,261 | +50.4% | 7,186 | +35.8% | 0.11% | +52.9% |
| IEFA | Buy | ISHARES TRcore msci eafe | $692,368 | +10.1% | 10,357 | +1.6% | 0.11% | +11.6% |
| TSN | Buy | TYSON FOODS INCcl a | $687,163 | +12.2% | 11,584 | +17.8% | 0.10% | +14.1% |
| MCHP | Sell | MICROCHIP TECHNOLOGY INC. | $683,896 | +11.2% | 8,163 | -6.8% | 0.10% | +12.9% |
| BA | BOEING CO | $669,154 | +11.5% | 3,150 | 0.0% | 0.10% | +13.2% | |
| REG | New | REGENCY CTRS CORP | $666,922 | – | 10,901 | +100.0% | 0.10% | – |
| RHI | Buy | ROBERT HALF INTL INC | $662,450 | +14.7% | 8,222 | +5.1% | 0.10% | +17.2% |
| CF | Buy | CF INDS HLDGS INC | $653,427 | +0.7% | 9,014 | +18.4% | 0.10% | +2.0% |
| VRSN | Sell | VERISIGN INC | $651,741 | +0.8% | 3,084 | -2.0% | 0.10% | +2.0% |
| EFA | New | ISHARES TRmsci eafe etf | $632,095 | – | 8,839 | +100.0% | 0.10% | – |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $634,445 | -19.0% | 14,080 | -21.0% | 0.10% | -17.8% |
| MDT | New | MEDTRONIC PLC | $622,548 | – | 7,722 | +100.0% | 0.10% | – |
| APA | Sell | APA CORPORATION | $611,506 | -28.9% | 16,958 | -7.9% | 0.09% | -27.7% |
| DPZ | Buy | DOMINOS PIZZA INC | $608,040 | +4.8% | 1,843 | +10.1% | 0.09% | +5.7% |
| New | LINDE PLC | $597,491 | – | 1,681 | +100.0% | 0.09% | – | |
| VRTX | Sell | VERTEX PHARMACEUTICALS INC | $596,113 | +5.9% | 1,892 | -3.0% | 0.09% | +7.1% |
| PFXF | Sell | VANECK ETF TRUSTpreferred securt | $589,070 | -7.9% | 33,375 | -12.8% | 0.09% | -7.2% |
| O | Buy | REALTY INCOME CORP | $563,232 | +37.2% | 8,895 | +37.5% | 0.09% | +38.7% |
| A | Sell | AGILENT TECHNOLOGIES INC | $553,915 | -7.8% | 4,004 | -0.2% | 0.08% | -6.6% |
| GIS | Sell | GENERAL MLS INC | $551,731 | +0.3% | 6,456 | -1.6% | 0.08% | +2.4% |
| PNW | New | PINNACLE WEST CAP CORP | $555,952 | – | 7,016 | +100.0% | 0.08% | – |
| EVRG | Buy | EVERGY INC | $545,984 | +5.0% | 8,933 | +8.2% | 0.08% | +7.7% |
| VMW | Sell | VMWARE INC | $528,245 | +1.5% | 4,231 | -0.2% | 0.08% | +2.5% |
| IWP | Buy | ISHARES TRrus md cp gr etf | $524,365 | +42.9% | 5,759 | +31.2% | 0.08% | +45.5% |
| RL | New | RALPH LAUREN CORPcl a | $513,697 | – | 4,403 | +100.0% | 0.08% | – |
| Buy | BATH & BODY WORKS INC | $516,950 | -9.5% | 14,132 | +4.3% | 0.08% | -8.1% | |
| RY | Sell | ROYAL BK CDA SUSTAINABL | $511,259 | -23.5% | 5,349 | -24.8% | 0.08% | -22.8% |
| EQR | New | EQUITY RESIDENTIALsh ben int | $510,660 | – | 8,511 | +100.0% | 0.08% | – |
| BBY | Buy | BEST BUY INC | $501,061 | +30.7% | 6,402 | +34.0% | 0.08% | +32.8% |
| VEU | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $493,849 | +6.6% | 9,236 | 0.0% | 0.08% | +8.6% | |
| SYY | SYSCO CORP | $470,099 | +1.0% | 6,087 | 0.0% | 0.07% | +2.9% | |
| PLD | Sell | PROLOGIS INC. | $469,137 | -8.4% | 3,760 | -17.2% | 0.07% | -6.5% |
| SCHX | SCHWAB STRATEGIC TRus lrg cap etf | $456,130 | +7.1% | 9,430 | 0.0% | 0.07% | +9.4% | |
| MRNA | Buy | MODERNA INC | $455,364 | -8.8% | 2,965 | +6.6% | 0.07% | -6.7% |
| LW | Buy | LAMB WESTON HLDGS INC | $444,313 | +73.5% | 4,251 | +48.3% | 0.07% | +74.4% |
| NKE | Sell | NIKE INCcl b | $428,872 | -57.6% | 3,497 | -59.5% | 0.07% | -56.9% |
| XLI | Sell | SELECT SECTOR SPDR TRsbi int-inds | $431,837 | -14.1% | 4,268 | -16.6% | 0.07% | -13.2% |
| VNQ | Sell | VANGUARD INDEX FDSreal estate etf | $425,992 | -29.8% | 5,130 | -30.3% | 0.06% | -29.3% |
| NSC | Sell | NORFOLK SOUTHN CORP | $410,008 | -16.0% | 1,934 | -2.4% | 0.06% | -14.9% |
| NVS | Sell | NOVARTIS AGsponsored adr | $400,936 | +1.2% | 4,358 | -0.2% | 0.06% | +3.3% |
| CCK | CROWN HLDGS INC | $401,888 | +0.6% | 4,859 | 0.0% | 0.06% | +3.3% | |
| IWO | Sell | ISHARES TRrus 2000 grw etf | $398,752 | -4.5% | 1,758 | -9.7% | 0.06% | -3.2% |
| LNC | New | LINCOLN NATL CORP IND | $397,182 | – | 17,676 | +100.0% | 0.06% | – |
| KMX | Sell | CARMAX INC | $398,536 | +4.8% | 6,200 | -0.8% | 0.06% | +7.0% |
| CPB | Sell | CAMPBELL SOUP CO | $393,656 | -3.8% | 7,160 | -0.7% | 0.06% | -3.2% |
| CLX | Buy | CLOROX CO DEL | $382,467 | +22.9% | 2,417 | +9.0% | 0.06% | +25.5% |
| FAST | Sell | FASTENAL CO | $375,098 | +12.3% | 6,954 | -1.5% | 0.06% | +16.0% |
| LNT | Sell | ALLIANT ENERGY CORP | $378,499 | -5.9% | 7,088 | -2.7% | 0.06% | -4.9% |
| TD | Buy | TORONTO DOMINION BK ONT | $376,899 | -4.0% | 6,292 | +3.8% | 0.06% | -1.7% |
| KEY | Buy | KEYCORP | $372,109 | +30.5% | 29,721 | +81.6% | 0.06% | +32.6% |
| UL | UNILEVER PLCspon adr new | $365,275 | +3.1% | 7,034 | 0.0% | 0.06% | +5.7% | |
| PFF | Buy | ISHARES TRpfd and incm sec | $364,433 | +9.6% | 11,673 | +7.2% | 0.06% | +12.0% |
| BIV | VANGUARD BD INDEX FDSintermed term | $359,297 | +3.3% | 4,682 | 0.0% | 0.06% | +3.8% | |
| TSLA | Sell | TESLA INC | $359,115 | +48.2% | 1,731 | -12.0% | 0.06% | +48.6% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $356,373 | -3.5% | 1,880 | -6.6% | 0.06% | -1.8% |
| USMV | Sell | ISHARES TRmsci usa min vol | $352,134 | -1.8% | 4,841 | -2.6% | 0.05% | 0.0% |
| BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $344,236 | -55.4% | 16,330 | -55.6% | 0.05% | -54.3% |
| AXP | AMERICAN EXPRESS CO | $331,550 | +11.6% | 2,010 | 0.0% | 0.05% | +13.3% | |
| SO | Sell | SOUTHERN CO | $324,382 | -5.6% | 4,662 | -3.1% | 0.05% | -3.8% |
| FDX | Buy | FEDEX CORP | $325,598 | +34.3% | 1,425 | +1.8% | 0.05% | +35.1% |
| VTR | Sell | VENTAS INC | $327,640 | -4.4% | 7,558 | -0.6% | 0.05% | -3.8% |
| XLE | Buy | SELECT SECTOR SPDR TRenergy | $318,486 | +31.7% | 3,845 | +39.1% | 0.05% | +36.1% |
| ANTM | ELEVANCE HEALTH INC | $318,648 | -10.4% | 693 | 0.0% | 0.05% | -9.3% | |
| CI | Sell | THE CIGNA GROUP | $317,368 | -23.7% | 1,242 | -1.1% | 0.05% | -22.2% |
| BCE | BCE INC | $317,965 | +1.9% | 7,099 | 0.0% | 0.05% | +4.3% | |
| VICI | Sell | VICI PPTYS INC | $298,407 | -6.9% | 9,148 | -7.5% | 0.05% | -4.2% |
| TMO | Buy | THERMO FISHER SCIENTIFIC INC | $299,713 | +31.1% | 520 | +25.3% | 0.05% | +35.3% |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $292,072 | – | 3,621 | +100.0% | 0.04% | – |
| VFC | Buy | V F CORP | $290,500 | +21.8% | 12,680 | +46.8% | 0.04% | +25.0% |
| STZ | Sell | CONSTELLATION BRANDS INCcl a | $285,072 | -2.9% | 1,262 | -0.4% | 0.04% | 0.0% |
| AVB | Buy | AVALONBAY CMNTYS INC | $282,174 | +5.6% | 1,679 | +1.5% | 0.04% | +7.5% |
| BIIB | Buy | BIOGEN INC | $277,752 | +11.6% | 999 | +11.1% | 0.04% | +13.2% |
| EPD | Sell | ENTERPRISE PRODS PARTNERS L | $273,245 | -53.9% | 10,550 | -57.0% | 0.04% | -52.8% |
| BIO | New | BIO RAD LABS INCcl a | $271,125 | – | 566 | +100.0% | 0.04% | – |
| HSY | Sell | HERSHEY CO | $275,271 | +9.2% | 1,082 | -0.6% | 0.04% | +10.5% |
| EXR | Buy | EXTRA SPACE STORAGE INC | $273,395 | +17.6% | 1,678 | +6.2% | 0.04% | +20.0% |
| WELL | Buy | WELLTOWER INC | $264,323 | +16.5% | 3,687 | +6.5% | 0.04% | +20.6% |
| XRAY | Buy | DENTSPLY SIRONA INC | $262,429 | +30.2% | 6,681 | +5.5% | 0.04% | +33.3% |
| MMC | Sell | MARSH & MCLENNAN COS INC | $259,485 | -5.2% | 1,558 | -5.8% | 0.04% | -2.4% |
| MKL | Sell | MARKEL CORP | $251,650 | -16.2% | 197 | -13.6% | 0.04% | -13.3% |
| UCBI | UNITED CMNTY BKS BLAIRSVLE G | $245,909 | -16.8% | 8,745 | 0.0% | 0.04% | -15.6% | |
| ORI | OLD REP INTL CORP | $241,859 | +3.4% | 9,686 | 0.0% | 0.04% | +5.7% | |
| SUI | Sell | SUN CMNTYS INC | $233,155 | -15.1% | 1,655 | -13.8% | 0.04% | -12.2% |
| EQIX | Sell | EQUINIX INC | $232,170 | -26.3% | 322 | -33.1% | 0.04% | -25.0% |
| TAP | MOLSON COORS BEVERAGE COcl b | $233,128 | +0.3% | 4,511 | 0.0% | 0.04% | +2.9% | |
| KHC | Sell | KRAFT HEINZ CO | $233,723 | -48.9% | 6,044 | -46.2% | 0.04% | -47.8% |
| OMER | Sell | OMEROS CORP | $232,500 | +87.0% | 50,000 | -9.1% | 0.04% | +89.5% |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $237,468 | – | 1,838 | +100.0% | 0.04% | – |
| MOH | Sell | MOLINA HEALTHCARE INC | $235,122 | -77.8% | 879 | -72.6% | 0.04% | -77.5% |
| GRMN | New | GARMIN LTD | $234,033 | – | 2,319 | +100.0% | 0.04% | – |
| CB | CHUBB LIMITED | $226,026 | -12.0% | 1,164 | 0.0% | 0.04% | -10.3% | |
| SLV | ISHARES SILVER TRishares | $229,428 | +0.5% | 10,372 | 0.0% | 0.04% | +2.9% | |
| LH | Sell | LABORATORY CORP AMER HLDGS | $231,255 | -79.1% | 1,008 | -78.6% | 0.04% | -79.0% |
| LECO | New | LINCOLN ELEC HLDGS INC | $226,258 | – | 1,338 | +100.0% | 0.04% | – |
| REXR | New | REXFORD INDL RLTY INC | $219,635 | – | 3,682 | +100.0% | 0.03% | – |
| ANET | New | ARISTA NETWORKS INC | $219,057 | – | 1,305 | +100.0% | 0.03% | – |
| CRL | New | CHARLES RIV LABS INTL INC | $211,909 | – | 1,050 | +100.0% | 0.03% | – |
| VTRS | New | VIATRIS INC | $214,890 | – | 22,338 | +100.0% | 0.03% | – |
| TMUS | Sell | T-MOBILE US INC | $207,412 | +2.6% | 1,432 | -0.8% | 0.03% | +3.2% |
| INVH | Sell | INVITATION HOMES INC | $211,020 | -1.5% | 6,757 | -6.5% | 0.03% | 0.0% |
| ESS | Buy | ESSEX PPTY TR INC | $207,884 | -0.2% | 994 | +1.1% | 0.03% | +3.2% |
| IGF | New | ISHARES TRglb infrastr etf | $202,725 | – | 4,250 | +100.0% | 0.03% | – |
| OMFL | New | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $201,395 | – | 4,332 | +100.0% | 0.03% | – |
| PLXS | Sell | PLEXUS CORP | $201,580 | -19.3% | 2,066 | -14.8% | 0.03% | -18.4% |
| ARE | Sell | ALEXANDRIA REAL ESTATE EQ IN | $201,445 | -65.8% | 1,604 | -60.3% | 0.03% | -65.2% |
| VEA | New | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $204,935 | – | 4,537 | +100.0% | 0.03% | – |
| PDBC | Sell | INVESCO ACTVELY MNGD ETC FDoptimum yield | $176,516 | -51.2% | 12,413 | -49.3% | 0.03% | -50.9% |
| CDZI | Buy | CADIZ INC | $101,000 | +169.3% | 25,000 | +66.7% | 0.02% | +166.7% |
| TTSH | TILE SHOP HLDGS INC | $85,184 | +7.1% | 18,163 | 0.0% | 0.01% | +8.3% | |
| ESBA | EMPIRE ST RLTY OP L Punit ltd prtnsp | $69,602 | -0.8% | 10,741 | 0.0% | 0.01% | 0.0% | |
| INNOVATE CORP | $41,580 | +58.8% | 14,000 | 0.0% | 0.01% | +50.0% | ||
| LUMN | Exit | LUMEN TECHNOLOGIES INC | $0 | – | -19,767 | -100.0% | -0.02% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -2,848 | -100.0% | -0.03% | – |
| WMB | Exit | WILLIAMS COS INC | $0 | – | -6,214 | -100.0% | -0.03% | – |
| HSIC | Exit | HENRY SCHEIN INC | $0 | – | -2,603 | -100.0% | -0.03% | – |
| OKE | Exit | ONEOK INC NEW | $0 | – | -3,526 | -100.0% | -0.04% | – |
| HCA | Exit | HCA HEALTHCARE INC | $0 | – | -1,176 | -100.0% | -0.04% | – |
| SJM | Exit | SMUCKER J M CO | $0 | – | -2,115 | -100.0% | -0.05% | – |
| BSCO | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -16,415 | -100.0% | -0.05% | – |
| PKI | Exit | PERKINELMER INC | $0 | – | -2,403 | -100.0% | -0.05% | – |
| HRL | Exit | HORMEL FOODS CORP | $0 | – | -10,188 | -100.0% | -0.07% | – |
| HBAN | Exit | HUNTINGTON BANCSHARES INC | $0 | – | -34,086 | -100.0% | -0.07% | – |
| Exit | WISDOMTREE TRfloatng rat trea | $0 | – | -9,950 | -100.0% | -0.08% | – | |
| MAS | Exit | MASCO CORP | $0 | – | -11,570 | -100.0% | -0.08% | – |
| PSA | Exit | PUBLIC STORAGE | $0 | – | -1,921 | -100.0% | -0.08% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -4,488 | -100.0% | -0.08% | – |
| LIN | Exit | LINDE PLC | $0 | – | -1,733 | -100.0% | -0.08% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -7,742 | -100.0% | -0.09% | – |
| PFG | Exit | PRINCIPAL FINANCIAL GROUP IN | $0 | – | -6,852 | -100.0% | -0.09% | – |
| NTAP | Exit | NETAPP INC | $0 | – | -10,487 | -100.0% | -0.10% | – |
| LYB | Exit | LYONDELLBASELL INDUSTRIES N | $0 | – | -8,576 | -100.0% | -0.11% | – |
| JKHY | Exit | HENRY JACK & ASSOC INC | $0 | – | -4,189 | -100.0% | -0.11% | – |
| SRE | Exit | SEMPRA | $0 | – | -5,029 | -100.0% | -0.12% | – |
| HII | Exit | HUNTINGTON INGALLS INDS INC | $0 | – | -4,992 | -100.0% | -0.17% | – |
| CMA | Exit | COMERICA INC | $0 | – | -26,185 | -100.0% | -0.26% | – |
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 2023-05-04
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.