Cypress Capital Management LLC (wy)
CIK:0001633896
Bank
$84M AUM
173 holdings
Sheridan, WY, USA
Cypress Capital Management LLC is an independent Registered Investment Advisory firm founded in 2004. It provides tailored financial services such as money management, tax planning, and estate planning. The firm offers customized investment strategies focusing on individual stocks and bonds, with a hands-on fiduciary approach.
Investment Strategy
Fundamental investing based on individual stocks and bonds, utilizing macroeconomic research and quantitative data to mitigate risk.
Top Buys
Q
QQQXNUVEEN NASDAQ 100 DYNAMIC OV+$2.8M
E
ETYEATON VANCE TX MGD DIV EQ IN+$2.7M
B
BGRBLACKROCK ENERGY & RES TR+$2.4M
B
BUIBLACKROCK UTILS INFRASTRUCTU+$1.5M
B
BMEBLACKROCK HEALTH SCIENCES TR+$1.4M
Top Sells
G
GDXVANECK ETF TRUST-$1.5M
A
AAPLAPPLE INC-$1.5M
A
AGIALAMOS GOLD INC NEW-$1.2M
P
PBRPETROLEO BRASILEIRO SA PETRO-$870.5K
B
BTUPEABODY ENGR CORP-$634.3K
Top Holdings
A
AAPLAPPLE INC+18.2%$16.8M
C
COSTCOSTCO WHSL CORP NEW+5.3%$4.9M
Q
QQQXNUVEEN NASDAQ 100 DYNAMIC OV+4.7%$4.4M
E
ETYEATON VANCE TX MGD DIV EQ IN+4.7%$4.3M
B
BGRBLACKROCK ENERGY & RES TR+4.4%$4.0M
Equity Positions (168)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC | 18.23% | $16.8M | 81,832 | $32.52 | $205.17 | -$1.5M |
C COST | COSTCO WHSL CORP NEW | 5.27% | $4.9M | 4,902 | $353.01 | $989.94 | +$326.2K |
Q QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | 4.73% | $4.4M | 161,035 | $25.38 | $26.47 | +$2.8M |
E ETY | EATON VANCE TX MGD DIV EQ IN | 4.71% | $4.3M | 280,492 | $14.92 | $15.47 | +$2.7M |
B BGR | BLACKROCK ENERGY & RES TR | 4.39% | $4.0M | 304,783 | $13.39 | $13.26 | +$2.4M |
Industry Allocation
ELECTRONIC COMPUTERS
+18.2%
RETAIL-VARIETY STORES
+5.3%
PETROLEUM REFINING
+4.2%
CIGARETTES
+4.1%
GOLD AND SILVER ORES
+3.6%