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Denise Ebzery

@Cypress Capital Management Llc (wy)

Latest period2024 - Q3ReportedManaged Assets$92.461MTotal holdings162
Assets growth rate-1.49%Assets growth rate (2-Q avg)-0.69%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Cypress Capital Management Llc (wy)'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 162 positions.

Assets under management

The assets under management (AUM) of Cypress Capital Management Llc (wy) over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 92.461M in assets, with a quarterly growth rate of -1.49% and a 2-quarter average growth rate of -0.69%. The portfolio is managed by Denise Ebzery, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AAPLApple Inc
Recent Activity
Decreased -11.26%
21.01%
$19.42M
83,347 shares@ $233.0 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -2.03%
5.18%
$4.789M
5,402 shares@ $886.52 avg price
GLDSpdr Gold Trust
Recent Activity
Decreased -2.44%
5.08%
$4.691M
19,300 shares@ $243.06 avg price
GDXVaneck Etf Trust
Recent Activity
Decreased -1.58%
4.26%
$3.936M
98,856 shares@ $39.83 avg price
FIBKFirst Intst Bancsystem Inc
Recent Activity
Decreased -7.1%
3.43%
$3.165M
103,165 shares@ $30.68 avg price
TLTIshares Tr
Recent Activity
Decreased -0.6%
3%
$2.769M
28,228 shares@ $98.11 avg price
AMLPAlps Etf Tr
Recent Activity
Increased 0.75%
2.79%
$2.58M
54,734 shares@ $47.13 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 0.88%
2.78%
$2.567M
21,148 shares@ $121.4 avg price
PHYSSprott Etf Trust
Recent Activity
Decreased -0.96%
2.67%
$2.463M
120,837 shares@ $20.38 avg price
AGIAlamos Gold Inc New
Recent Activity
New Position
2.64%
$2.436M
122,182 shares@ $19.94 avg price