Cypress Capital Management LLC

RIA/Wealth

Cypress Capital Management LLC is a RIA/Wealth based in Greenville, DE led by Matthew Mcgregor Ebzery, reporting $102.4M in AUM as of Q3 2025 with 52% concentrated in top 10 holdings and 21% allocation to AAPL.

Managing PartnerMatthew Mcgregor Ebzery

Portfolio Value: $99.4M
Positions: 178
Top Holding: AAPL at 20.92%
Last Reported: Q3 2025

Address3801 Kennett Pike, Suite C 200-a, Greenville, DE, 19807, United States

Top Holdings

Largest long holdings in Cypress Capital Management LLC's portfolio (52.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$20.8M	20.92%	-$49.4K Sold	0.00% 81.6K shares	Q4 2014 Held for 10y 11m
2 QQQX Nuveen NASDAQ 100 Dynamic Overwrite Fund QQQX	Unknown Unknown	$4.5M	4.56%	+$19.7K Bought	— 161.7K shares	Q1 2025 Held for 8 months
3 ETY Eaton Vance Tax-Managed Diversified Equity Income ETY	Unknown Unknown	$4.5M	4.49%	+$1.1K Bought	— 280.6K shares	Q4 2022 Held for 2y 11m
4 Costco Wholesale COST	Discount Stores Consumer Defensive	$4.4M	4.44%	-$124.0K Sold	0.00% 4.8K shares	Q4 2014 Held for 10y 11m
5 BGR Blackrock Energy and Resources Trust BGR	Unknown Unknown	$4.2M	4.20%	+$41.4K Bought	— 307.8K shares	Q1 2025 Held for 8 months
6 Philip Morris International PM	Tobacco Consumer Defensive	$3.1M	3.13%	-$68.6K Sold	0.00% 19.2K shares	Q4 2014 Held for 10y 11m
7 iShares S&P Small-Cap 600 Growth ETF IJT	ETF ETF	$2.7M	2.76%	-$94.1K Sold	— 19.4K shares	Q4 2024 Held for 11 months
8 PHYS Sprott Physical Gold Trust PHYS	Unknown Unknown	$2.6M	2.58%	-$89.4K Sold	— 86.5K shares	Q2 2023 Held for 2y 5m
9 Alerian MLP AMLP	ETF ETF	$2.5M	2.55%	-$53.2K Sold	— 53.9K shares	Q1 2021 Held for 4y 8m
10 JPMorgan Chase JPM	Banks - Diversified Financial Services	$2.5M	2.54%	-$114.2K Sold	0.00% 8.0K shares	Q4 2014 Held for 10y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Cypress Capital Management LLC's latest filing

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Market Value

$99.4M

Prior: $92.1M

Q/Q Change

+7.87%

+$7.3M

Net Flows % of MV

-4.01%

Turnover Ratio

4.23%

New Purchases

9 stocks

$816.5K

Added To

9 stocks

+$406.1K

Sold Out Of

11 stocks

$1.7M

Reduced Holdings

54 stocks

-$3.5M

Increased Positions

Position	Shares Δ	Change
1 YDES YD Bio Limited Ordinary Shares YDES	New	0 → 30.0K +$583.9K
2 PureCycle Technologies, Inc. PCT	New	0 → 12.8K +$168.6K
3 United Airlines Holdings UAL	New	0 → 500.0 +$48.3K
4 iPath Series B S&P 500 VIX Short-Term Futures VXX	New	0 → 346.0 +$11.5K
5 TE Connectivity TEL	New	0 → 12.0 +$2.6K

Decreased Positions

Position	Shares Δ	Change
1 SPDR S&P Regional Banking KRE	Sold	27.4K → 0 −$1.6M
2 The Buckle BKE	Sold	907.0 → 0 −$41.1K
3 Ares Commercial Real Estate ACRE	Sold	5.0K → 0 −$23.9K
4 PENN Entertainment, Inc. PENN	Sold	1.1K → 0 −$18.9K
5 Matador Resources MTDR	Sold	230.0 → 0 −$11.0K