Institutional Manager · CIK 0001732949

Cypress Capital Advisors, LLC

FRANKLIN, TN · File #028-24407

Latest AUM

$186.3M

Positions

Top-10 Concentration

61.5%

Filings

Portfolio Value Over Time

2024-09

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	PROSHARES TR	74348A467	+49,595	+$5.2M	+$25,089
NEW	VANGUARD SPECIALIZED FUNDS	921908844	+14,428	+$3.2M	$0
ADD	VANGUARD INDEX FDS	922908744	+14,891	+$2.8M	+$84,794
REDUCE	SCHWAB STRATEGIC TR	808524797	-69,160	-$1.9M	+$37,760
REDUCE	VANGUARD STAR FDS	921909768	-22,747	-$1.7M	+$257,862
ADD	SPDR SERIES TRUST	78468R663	+16,081	+$1.5M	-$16,313
ADD	VANGUARD INDEX FDS	922908769	+3,903	+$1.3M	+$555,837
REDUCE	ISHARES TR	464287200	-1,681	-$1.2M	+$347,959
REDUCE	SCHWAB STRATEGIC TR	808524300	-31,234	-$1.0M	+$149,130
NEW	ISHARES TR	46436E718	+8,156	+$818,699	$0

Sector Allocation

Technology

7.0%$13.0M

Financials

5.2%$9.7M

Healthcare

2.4%$4.5M

Consumer Discretionary

1.8%$3.4M

Industrials

1.0%$1.9M

Consumer Staples

0.7%$1.3M

Energy

0.6%$1.1M

Communication Services

0.3%$499,079

Filing History

Jan 26, 202613F HOLDINGS REPORTQ/E Dec 202576 pos · $186.3M
Oct 28, 202513F HOLDINGS REPORTQ/E Sep 202574 pos · $175.7M
Aug 27, 202513F HOLDINGS REPORTQ/E Jun 202572 pos · $159.8M
Aug 27, 202513F HOLDINGS REPORTQ/E Jun 202574 pos · $143.9M
Aug 27, 202513F HOLDINGS REPORTQ/E Jun 202561 pos · $127.8M
Nov 12, 202413F NOTICEQ/E Sep 2024— pos · $0
Nov 7, 202413F NOTICEQ/E Sep 2024— pos · $0
Nov 7, 202413F NOTICEQ/E Sep 2024— pos · $0
Nov 7, 202413F NOTICEQ/E Sep 2024— pos · $0
Nov 7, 202413F NOTICEQ/E Sep 2024— pos · $0
Nov 7, 202413F NOTICEQ/E Sep 2024— pos · $0
Nov 7, 202413F NOTICEQ/E Sep 2024— pos · $0
Nov 7, 202413F NOTICEQ/E Sep 2024— pos · $0
Nov 7, 202413F NOTICEQ/E Sep 2024— pos · $0
Nov 7, 202413F NOTICEQ/E Sep 2024— pos · $0
Nov 6, 202413F NOTICEQ/E Sep 2024— pos · $0
Nov 6, 202413F NOTICEQ/E Sep 2024— pos · $0
Nov 6, 202413F NOTICEQ/E Sep 2024— pos · $0
Oct 29, 202413F NOTICEQ/E Sep 2024— pos · $0
Oct 28, 202413F NOTICEQ/E Sep 2024— pos · $0

Top 20 Holdings — Dec 2025

#	Issuer	Ticker	Shares	Value	% of Portfolio
1	VANGUARD INDEX FDS	922908769	82,190	$27.6M	15.46%
2	ISHARES TR	464287200	20,567	$14.1M	7.90%
3	ETFS GOLD TR	00326A104	340,345	$14.0M	7.85%
4	SPDR S&P 500 ETF TR	SPY	14,836	$10.1M	5.68%
5	VANGUARD STAR FDS	921909768	107,486	$8.1M	4.55%
6	CAPITAL GROUP GROWTH ETF	14020G101	179,856	$8.0M	4.49%
7	PROSHARES TR	74348A467	74,684	$7.8M	4.36%
8	VANGUARD INSTL INDEX FD	922040845	91,123	$6.9M	3.86%
9	WISDOMTREE TR	WT	131,799	$6.6M	3.72%
10	VANGUARD INDEX FDS	922908744	33,734	$6.4M	3.62%
11	SCHWAB STRATEGIC TR	808524797	221,348	$6.1M	3.41%
12	APPLE INC	AAPL	22,103	$6.0M	3.37%
13	SCHWAB STRATEGIC TR	808524300	178,816	$5.8M	3.27%
14	SPDR SERIES TRUST	78468R663	60,169	$5.5M	3.09%
15	ISHARES TR	464287176	42,575	$4.7M	2.63%
16	VANGUARD SPECIALIZED FUNDS	921908844	14,428	$3.2M	1.78%
17	VANGUARD SCOTTSDALE FDS	92206C102	47,353	$2.8M	1.56%
18	ISHARES TR	46434V860	37,419	$1.9M	1.06%
19	CAPITAL GROUP DIVIDEND VALUE	14020W106	40,123	$1.8M	0.98%
20	ISHARES TR	46434V803	36,966	$1.5M	0.86%