0001729939-24-000016.txt : 20241226 0001729939-24-000016.hdr.sgml : 20241226 20241226154808 ACCESSION NUMBER: 0001729939-24-000016 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20241226 DATE AS OF CHANGE: 20241226 EFFECTIVENESS DATE: 20241226 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cypress Capital, LLC CENTRAL INDEX KEY: 0001729939 ORGANIZATION NAME: IRS NUMBER: 465432156 STATE OF INCORPORATION: TN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-19283 FILM NUMBER: 241580927 BUSINESS ADDRESS: STREET 1: 436 MAIN ST STREET 2: STE 205 CITY: FRANKLIN STATE: TN ZIP: 37064 BUSINESS PHONE: 6154676075 MAIL ADDRESS: STREET 1: 436 MAIN ST STREET 2: STE 205 CITY: FRANKLIN STATE: TN ZIP: 37064 13F-HR/A 1 primary_doc.xml X0202 13F-HR/A LIVE false false true 0001729939 XXXXXXXX 06-30-2022 06-30-2022 true 1 NEW HOLDINGS Cypress Capital, LLC

436 MAIN ST STE 205 FRANKLIN TN 37064

13F COMBINATION REPORT 028-19283 0001442056 CONFLUENCE INVESTMENT MANAGEMENT LLC 0001376772 Dorsey Wright & Associates 0001697233 GQG Partners LLC 0001694284 Tandem Investment Advisors, Inc. 0001351731 WestEnd Advisors, LLC N Christopher Prest 6154676075 Christopher Prest Franklin TN 12-26-2024 1 36 14422725 1 0001732949 Cypress Capital Advisors, LLC INFORMATION TABLE 2 13FCC0622amend.xml ABBVIE INC COM 00287Y109 96184 628 SH DFND 1 0 0 628 ALPHABET INC CAP STK CL C 02079K107 65624 30 SH DFND 1 0 0 30 APPLE INC COM 037833100 2116407 15480 SH DFND 1 0 0 15480 AT&T INC COM 00206R102 94802 4523 SH DFND 1 0 0 4523 ETFS GOLD TR PHYSCL GOLD SHS 00326A104 53636 3095 SH DFND 1 0 0 3095 EXXON MOBIL CORP COM 30231G102 353179 4124 SH DFND 1 0 0 4124 FIRST TR EXCHNG TRADED FD LOW OPPT EFT 33739Q200 258260 5347 SH DFND 1 0 0 5347 ISHARES TR CORE S&P500 ETF 464287200 950908 2508 SH DFND 1 0 0 2508 ISHARES TR AGGRES ALLOC ETF 464289859 748805 12503 SH DFND 1 0 0 12503 ISHARES TR MODERT ALLOC ETF 464289875 454897 11676 SH DFND 1 0 0 11676 ISHARES TR EXPND TEC SC ETF 464287549 387123 1315 SH DFND 1 0 0 1315 ISHARES TR CORE S&P MCP ETF 464287507 264463 1169 SH DFND 1 0 0 1169 ISHARES TR CORE MSCI EAFE 46432F842 141122 2398 SH DFND 1 0 0 2398 ISHARES TR HDG MSCI EAFE 46434V803 71881 2259 SH DFND 1 0 0 2259 ISHARES TR GRWT ALLOCAT ETF 464289867 549024 11438 SH DFND 1 0 0 11438 ISHARES TR CORE S&P US GWT CORE S&P US GWT 464287671 230091 2749 SH DFND 1 0 0 2749 M & T BK CORP COM 55261F104 92127 578 SH DFND 1 0 0 578 MASTERCARD INCORPORATED CL A 57636Q104 101585 322 SH DFND 1 0 0 322 MICROSOFT CORP COM 594918104 466596 1817 SH DFND 1 0 0 1817 ORACLE CORP COM 68389X105 77905 1115 SH DFND 1 0 0 1115 S&P GLOBAL INC COM 78409V104 84939 252 SH DFND 1 0 0 252 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1112681 8753 SH DFND 1 0 0 8753 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1096965 8554 SH DFND 1 0 0 8554 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 677724 12488 SH DFND 1 0 0 12488 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 387006 2815 SH DFND 1 0 0 2815 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 234585 3345 SH DFND 1 0 0 3345 SPDR S&P 500 ETF TR TR UNIT 78462F103 913322 2421 SH DFND 1 0 0 2421 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 44373 485 SH DFND 1 0 0 485 TESLA INC COM 88160R101 731334 1086 SH DFND 1 0 0 1086 TWIST BIOSCIENCE CORP COM 90184D100 201999 5778 SH DFND 1 0 0 5778 VANGUARD INDEX FDS TOTAL STK MKT 922908769 703553 3730 SH DFND 1 0 0 3730 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 218222 4354 SH DFND 1 0 0 4354 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 230378 2879 SH DFND 1 0 0 2879 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 61038 1037 SH DFND 1 0 0 1037 VERIZON COMMUNICATIONS INC COM 92343V104 79424 1565 SH DFND 1 0 0 1565 VISA INC COM CL A 92826C839 70563 358 SH DFND 1 0 0 358