Cypress Capital Group

Name: Cypress Capital Group 13F holdings, Q4 2024
Creator: Cypress Capital Group
Published: 2025-02-06

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Cypress Capital Group reported 256 stock positions worth $815.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 6.7% of the portfolio, followed by Apple (AAPL, 6.4%) and Eli Lilly (LLY, 5.1%). Compared with Q3 2024, it opened 6 new positions, sold out of 60, added to 29 and reduced 213. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +3%) and the biggest sale Eli Lilly (LLY, shares −2%).

Most Recent 13F: Q2 2026
Location: Palm Beach, FL
CIK: 0001341748
Portfolio Value: $815.2M (Q4 2024)
SEC Filing: 0001172661-25-000527 ↗ filed Feb 6, 2025

Holdings Value

Holdings 256 stocks · $815.2M


IVV iShares Core S&P 500 ETF	6.67%	92,355	$54.4M	Add +3.5%
AAPL Apple Inc.	6.43%	209,307	$52.4M	Reduce -1.1%
LLY Eli Lilly & Co.	5.10%	53,813	$41.5M	Reduce -1.9%
MSFT Microsoft Corp.	4.21%	81,493	$34.3M	Reduce -3.0%
V Visa Inc. Class A	2.78%	71,609	$22.6M	Reduce -2.6%
ABBV Abbvie Inc.	2.45%	112,346	$20.0M	Reduce -1.3%
NVDA Nvidia Corp.	2.15%	130,341	$17.5M	Reduce -0.5%
JPM JPMorgan Chase & Co.	2.04%	69,404	$16.6M	Reduce -1.9%
LMT Lockheed Martin Corp.	1.95%	32,791	$15.9M	Reduce -2.4%
BRK.B Berkshire Hathaway Inc. Class B	1.91%	34,371	$15.6M	Reduce -2.0%
AMZN Amazon.com Inc.	1.87%	69,397	$15.2M	Add +0.9%
XOM Exxon Mobil Corp.	1.82%	138,117	$14.9M	Reduce -2.1%
WMT Walmart Inc.	1.57%	141,505	$12.8M	Add +1.9%
AVGO Broadcom Inc.	1.52%	53,538	$12.4M	Add +6.5%
SPY SS SPDR S&P 500 ETF Trust-US	1.45%	20,110	$11.8M	Reduce -7.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW	1.42%	95,563	$11.5M	Reduce -1.7%
XLK SS Technology Select Sector	1.36%	47,816	$11.1M	Add +1.4%
QQQ Invesco QQQ Trust Series 1	1.36%	21,700	$11.1M	Reduce -7.2%
JNJ Johnson & Johnson	1.32%	74,267	$10.7M	Reduce -5.3%
MA Mastercard Inc. Class A	1.24%	19,152	$10.1M	Reduce -3.8%
HD Home Depot Inc.	1.16%	24,216	$9.4M	Reduce -2.2%
GOOGL Alphabet Inc. Class A	1.07%	46,266	$8.8M	Add +16.2%
ABT Abbott Laboratories	1.02%	73,476	$8.3M	Reduce -4.1%
ACN Accenture PLC Class A	1.02%	23,568	$8.3M	Reduce -4.7%
CME Cme Group Inc.	0.97%	34,016	$7.9M	Reduce -0.5%
GOOG Alphabet Inc. Class C	0.96%	41,079	$7.8M	Reduce -1.4%
BLK BlackRock Inc.	0.94%	7,498	$7.7M	Reduce -0.9%
COST Costco Wholesale Corp.	0.93%	8,315	$7.6M	Reduce -2.4%
PSX Phillips 66	0.90%	64,535	$7.4M	Reduce -1.2%
MCD McDonald's Corp.	0.86%	24,310	$7.0M	Reduce -5.6%
PAYX Paychex Inc.	0.86%	50,257	$7.0M	Reduce -5.7%
MMM 3M Co.	0.86%	54,248	$7.0M	Add +1.3%
CVX Chevron Corp.	0.82%	45,876	$6.6M	Reduce -10.2%
INDY iShares India 50 ETF	0.78%	125,735	$6.4M	Reduce -6.6%
XMHQ Invesco S&P Midcap Qual ETF	0.74%	61,678	$6.1M	Reduce -23.8%
EWJ iShares MSCI Japan ETF	0.73%	88,710	$6.0M	Reduce -2.2%
IAU iShares Gold Trust	0.72%	118,702	$5.9M	Add +16.5%
PM Philip Morris International	0.69%	46,417	$5.6M	Reduce -12.9%
LOW Lowe's Cos Inc.	0.68%	22,298	$5.5M	Reduce -7.4%
CSCO Cisco Systems Inc.	0.66%	90,545	$5.4M	Reduce -2.8%
TSM Taiwan Semiconductor-SP ADR	0.64%	26,495	$5.2M	Add +37.6%
XLE SS Energy Select Sector	0.63%	59,858	$5.1M	Add +2.6%
UNH Unitedhealth Group Inc.	0.60%	9,740	$4.9M	Reduce -2.4%
RTX RTX Corp.	0.58%	40,857	$4.7M	Add +6.4%
MRK Merck & Co. Inc.	0.57%	46,780	$4.7M	Add +1.9%
COR Cencora Inc.	0.56%	20,356	$4.6M	Add +0.4%
GILD Gilead Sciences Inc.	0.56%	49,111	$4.5M	Reduce -2.3%
INTU Intuit Inc.	0.53%	6,859	$4.3M	Reduce -4.0%
PG The Procter & Gamble Co.	0.53%	25,530	$4.3M	Reduce -5.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.51%	18,959	$4.2M	Reduce -2.1%
ADBE Adobe Inc.	0.50%	9,181	$4.1M	Reduce -12.7%
PEP Pepsico Inc.	0.48%	25,888	$3.9M	Reduce -15.7%
BMY Bristol-Myers Squibb Co.	0.48%	69,526	$3.9M	Reduce -7.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.48%	34,808	$3.9M	Reduce -4.5%
META Meta Platforms Inc. Class A	0.46%	6,406	$3.8M	Add +3.1%
AMGN Amgen Inc.	0.44%	13,647	$3.6M	Add +0.9%
MO Altria Group Inc.	0.42%	65,216	$3.4M	Reduce -10.5%
ETN Eaton Corp. PLC	0.41%	10,096	$3.4M	Reduce -5.0%
KO The Coca-Cola Co.	0.40%	52,934	$3.3M	Reduce -2.6%
LIN Linde PLC	0.39%	7,666	$3.2M	Reduce -5.7%
CALF PCR US SM CP CSH CWS ETF-Usd	0.36%	67,465	$3.0M	Reduce -21.8%
QCOM Qualcomm Inc.	0.36%	19,114	$2.9M	Reduce -14.3%
NEE Nextera Energy Inc.	0.36%	40,686	$2.9M	Reduce -10.5%
AEP American Electric Power	0.34%	30,161	$2.8M	Reduce -3.5%
TXN Texas Instruments Inc.	0.34%	14,832	$2.8M	Reduce -8.7%
PFE Pfizer Inc.	0.34%	104,097	$2.8M	Reduce -14.2%
CL Colgate-Palmolive Co.	0.33%	29,647	$2.7M	Add +12.6%
IWF iShares Russell 1000 Growth	0.33%	6,664	$2.7M	Add +42.3%
ROST Ross Stores Inc.	0.32%	17,128	$2.6M	Reduce -3.1%
NFLX Netflix Inc.	0.31%	2,807	$2.5M	Add +15.9%
VLO Valero Energy Corp.	0.31%	20,317	$2.5M	Reduce -12.3%
SPGI S&P Global Inc.	0.30%	4,857	$2.4M	Reduce -13.1%
ZTS Zoetis Inc.	0.29%	14,458	$2.4M	Reduce -9.1%
ADP Automatic Data Processing	0.29%	8,012	$2.3M	Reduce -7.3%
FDX FedEx Corp.	0.27%	7,933	$2.2M	Reduce -9.9%
SBUX Starbucks Corp.	0.27%	24,454	$2.2M	Reduce -12.2%
BABA Alibaba Group Holding-SP ADR	0.27%	25,965	$2.2M	Reduce -25.0%
CTRA Coterra Energy Inc.	0.27%	85,657	$2.2M	Reduce -52.7%
AGG iShares Core U.S. Aggregate	0.26%	21,948	$2.1M	Add +38.2%
DUK Duke Energy Corp.	0.26%	19,620	$2.1M	Reduce -23.5%
SHW The Sherwin-Williams Co.	0.25%	6,090	$2.1M	Reduce -16.9%
ORCL Oracle Corp.	0.24%	11,953	$2.0M	Reduce -7.8%
AMD Advanced Micro Devices	0.24%	16,489	$2.0M	Add +58.9%
LRCX Lam Research Corp.	0.23%	26,450	$1.9M	Reduce -27.7%
APD Air Products & Chemicals Inc.	0.23%	6,585	$1.9M	Reduce -12.6%
LHX L3HARRIS Technologies Inc.	0.22%	8,485	$1.8M	Reduce -19.0%
UPS United Parcel Service Class B	0.21%	13,640	$1.7M	Reduce -22.4%
DVY iShares Select Dividend ETF	0.21%	13,027	$1.7M	Reduce -9.8%
CRM Salesforce Inc.	0.21%	5,016	$1.7M	Reduce -26.5%
MCK McKesson Corp.	0.20%	2,929	$1.7M	Reduce -8.1%
SYK Stryker Corp.	0.20%	4,530	$1.6M	Reduce -2.6%
VTI VG Morningstar TS MKT ETF-US	0.20%	5,533	$1.6M	Reduce -23.3%
MUB iShares National Muni Bond E	0.20%	15,010	$1.6M	Reduce -36.9%
COP Conocophillips	0.19%	15,879	$1.6M	Reduce -15.5%
IWB iShares Russell 1000 ETF	0.19%	4,843	$1.6M	Reduce -1.5%
SUB iShares Short-Term National	0.19%	14,711	$1.6M	Reduce -3.8%
SNA Snap-on Inc.	0.19%	4,552	$1.5M	Reduce -17.3%
AMT American Tower Corp.	0.19%	8,242	$1.5M	Reduce -2.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.18%	5,691	$1.5M	Reduce -21.7%
STT State Street Corp.	0.18%	15,169	$1.5M	Add +28.8%

Show all 256 holdings

Portfolio Sells Q3 2024 → Q4 2024


LLY Eli Lilly & Co.	Reduce -1.9%	5.10%	−0.36
INTC Intel Corp.	Sold out	0.00%	−0.31
LMT Lockheed Martin Corp.	Reduce -2.4%	1.95%	−0.25
CTRA Coterra Energy Inc.	Reduce -52.7%	0.27%	−0.22
XMHQ Invesco S&P Midcap Qual ETF	Reduce -23.8%	0.74%	−0.19
BABA Alibaba Group Holding-SP ADR	Reduce -25.0%	0.27%	−0.14
DOW Dow Inc.	Sold out	0.00%	−0.11
CDNS Cadence Design SYS Inc.	Sold out	0.00%	−0.11
ADBE Adobe Inc.	Reduce -12.7%	0.50%	−0.11
JNJ Johnson & Johnson	Reduce -5.3%	1.32%	−0.11
INCY Incyte Corp.	Sold out	0.00%	−0.11
PEP Pepsico Inc.	Reduce -15.7%	0.48%	−0.10
MRO Marathon Oil Corp.	Sold out	0.00%	−0.10
LRCX Lam Research Corp.	Reduce -27.7%	0.23%	−0.10
TGT Target Corp.	Sold out	0.00%	−0.10
MUB iShares National Muni Bond E	Reduce -36.9%	0.20%	−0.09
STLD Steel Dynamics Inc.	Sold out	0.00%	−0.09
CALF PCR US SM CP CSH CWS ETF-Usd	Reduce -21.8%	0.36%	−0.09
GD General Dynamics Corp.	Sold out	0.00%	−0.08
CMI Cummins Inc.	Sold out	0.00%	−0.08
ABBV Abbvie Inc.	Reduce -1.3%	2.45%	−0.08
VZ Verizon Communications Inc.	Reduce -31.7%	0.15%	−0.08
NEE Nextera Energy Inc.	Reduce -10.5%	0.36%	−0.07
FTCS First Trust Capital Strength	Reduce -69.8%	0.03%	−0.07
DUK Duke Energy Corp.	Reduce -23.5%	0.26%	−0.07
XLV SS Health Care Select Sector	Reduce -28.3%	0.17%	−0.07
ADM Archer-Daniels-Midland Co.	Reduce -50.4%	0.06%	−0.07
ED Consolidated Edison Inc.	Reduce -68.0%	0.03%	−0.07
INDY iShares India 50 ETF	Reduce -6.6%	0.78%	−0.07
EOG EOG Resources Inc.	Sold out	0.00%	−0.07
VRTX Vertex Pharmaceuticals Inc.	Sold out	0.00%	−0.07
QCOM Qualcomm Inc.	Reduce -14.3%	0.36%	−0.07
IJR iShares Core S&P Small-Cap E	Reduce -56.3%	0.06%	−0.07
LEN Lennar Corp. Class A	Reduce -30.1%	0.08%	−0.06
PSX Phillips 66	Reduce -1.2%	0.90%	−0.06
LHX L3HARRIS Technologies Inc.	Reduce -19.0%	0.22%	−0.06
ZTS Zoetis Inc.	Reduce -9.1%	0.29%	−0.06
SHW The Sherwin-Williams Co.	Reduce -16.9%	0.25%	−0.06
MDT Medtronic PLC	Reduce -44.9%	0.07%	−0.06
LOW Lowe's Cos Inc.	Reduce -7.4%	0.68%	−0.06
UPS United Parcel Service Class B	Reduce -22.4%	0.21%	−0.06
TROW T Rowe Price Group Inc.	Sold out	0.00%	−0.06
CAG Conagra Brands Inc.	Reduce -64.5%	0.03%	−0.06
PFE Pfizer Inc.	Reduce -14.2%	0.34%	−0.06
O Realty Income Corp.	Sold out	0.00%	−0.06
CI The Cigna Group	Reduce -33.4%	0.07%	−0.05
UNH Unitedhealth Group Inc.	Reduce -2.4%	0.60%	−0.05
IPG Interpublic Group of Cos Inc.	Sold out	0.00%	−0.05
PRF Invesco Rafi US 1000 ETF	Sold out	0.00%	−0.05
HSY The Hershey Co.	Sold out	0.00%	−0.05

Portfolio Buys Q3 2024 → Q4 2024


IVV iShares Core S&P 500 ETF	Add +3.5%	6.67%	+0.88
AVGO Broadcom Inc.	Add +6.5%	1.52%	+0.55
AMZN Amazon.com Inc.	Add +0.9%	1.87%	+0.43
GOOGL Alphabet Inc. Class A	Add +16.2%	1.07%	+0.33
WMT Walmart Inc.	Add +1.9%	1.57%	+0.31
TSM Taiwan Semiconductor-SP ADR	Add +37.6%	0.64%	+0.27
XLK SS Technology Select Sector	Add +1.4%	1.36%	+0.17
IAU iShares Gold Trust	Add +16.5%	0.72%	+0.15
IWF iShares Russell 1000 Growth	Add +42.3%	0.33%	+0.13
MSI Motorola Solutions Inc.	New	0.12%	+0.12
JBL Jabil Inc.	New	0.12%	+0.12
NFLX Netflix Inc.	Add +15.9%	0.31%	+0.11
TEL Te Connectivity PLC	New	0.09%	+0.09
AGG iShares Core U.S. Aggregate	Add +38.2%	0.26%	+0.08
KMI Kinder Morgan Inc.	Add +32.7%	0.16%	+0.07
STT State Street Corp.	Add +28.8%	0.18%	+0.07
META Meta Platforms Inc. Class A	Add +3.1%	0.46%	+0.06
RTX RTX Corp.	Add +6.4%	0.58%	+0.06
URA Global X Uranium ETF	Add +43.7%	0.17%	+0.06
XLE SS Energy Select Sector	Add +2.6%	0.63%	+0.05
AMD Advanced Micro Devices	Add +58.9%	0.24%	+0.05
COR Cencora Inc.	Add +0.4%	0.56%	+0.05
SLV iShares Silver Trust	Add +32.1%	0.18%	+0.04
AVAV Aerovironment Inc.	New	0.04%	+0.04
IWD iShares Russell 1000 Value E	New	0.04%	+0.04
MMM 3M Co.	Add +1.3%	0.86%	+0.04
IBIT iShares Bitcoin Trust ETF	New	0.04%	+0.04
CL Colgate-Palmolive Co.	Add +12.6%	0.33%	+0.02
VNQ Vanguard Real Estate ETF	Add +21.7%	0.07%	+0.01
BINC iShares Flex I A ETF-Usd Inc.	Add +4.6%	0.11%	+0.01
UHS Universal Health Services-B	Add +54.5%	0.03%	+0.01
SYY Sysco Corp.	Add +2.6%	0.06%	+0.01
EWY iShares MSCI South Korea ETF	Add +8.6%	0.04%	−0.00
MRK Merck & Co. Inc.	Add +1.9%	0.57%	−0.01
AMGN Amgen Inc.	Add +0.9%	0.44%	−0.05

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	314	$1.1B	AAPL, LLY, MSFT, NVDA, ABBV
Q1 2026	246	$888.9M	AAPL, LLY, MSFT, ABBV, IAU
Q4 2025	232	$892.6M	AAPL, LLY, MSFT, ABBV, V
Q3 2025	224	$836.4M	AAPL, LLY, MSFT, ABBV, V
Q2 2025	225	$803.6M	IVV, AAPL, LLY, MSFT, V
Q1 2025	202	$763.6M	IVV, AAPL, LLY, MSFT, V
Q4 2024	256	$815.2M	IVV, AAPL, LLY, MSFT, V
Q3 2024	310	$889.8M	IVV, AAPL, LLY, MSFT, ABBV
Q2 2024	294	$834.4M	LLY, IVV, AAPL, MSFT, V
Q1 2024	292	$834.7M	IVV, LLY, AAPL, MSFT, V