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Home > Institutional Investor > Cypress Capital Advisors, Llc > Profile

Instuitional Investor - Cypress Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Cypress Capital Advisors, Llc
Portfolio Value $159,839,143
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 74,635 $22,683,816 14.19%
2.
Ishares Trust
 IEF 20,405 $12,669,465 7.93%
3.
Etfs Gold Tr
 341,012 $10,755,518 6.73%
4.
Spdr S & P 500 Etf Trust
 SPY 15,290 $9,446,927 5.91%
5.
Vanguard Star Fds
 116,824 $8,071,370 5.05%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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