0001919920-22-000003.txt : 20220805
0001919920-22-000003.hdr.sgml : 20220805
20220805135224
ACCESSION NUMBER: 0001919920-22-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220630
FILED AS OF DATE: 20220805
DATE AS OF CHANGE: 20220805
EFFECTIVENESS DATE: 20220805
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Cyrus J. Lawrence, LLC
CENTRAL INDEX KEY: 0001919920
IRS NUMBER: 472442132
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22429
FILM NUMBER: 221139938
BUSINESS ADDRESS:
STREET 1: 1330 AVENUE OF THE AMERICAS, SUITE 7A
CITY: NEW YORK
STATE: NY
ZIP: 10019
BUSINESS PHONE: 212-888-6342
MAIL ADDRESS:
STREET 1: 1330 AVENUE OF THE AMERICAS, SUITE 7A
CITY: NEW YORK
STATE: NY
ZIP: 10019
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001919920
XXXXXXXX
06-30-2022
06-30-2022
Cyrus J. Lawrence, LLC
1330 AVENUE OF THE AMERICAS, SUITE 7A
NEW YORK
NY
10019
13F HOLDINGS REPORT
028-22429
N
Bernhard Koepp
Chief Executive Officer
212-888-6342
Bernhard Koepp
New York
NY
08-05-2022
0
259
346884
true
INFORMATION TABLE
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lawrenceq222.xml
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718172109
255
2583
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724479100
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Procter & Gamble Co
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294
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42
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Public Storage
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Regeneron Pharmaceuticals Inc
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Rockwell Automation Inc
US EQUITIES
773903109
3694
18533
SH
SOLE
18533
0
0
Royal Dutch Shell PLC ADS CL A
US EQUITIES
780259206
85
1634
SH
SOLE
1634
0
0
S&P Global Inc
US EQUITIES
78409v104
7466
22151
SH
SOLE
22151
0
0
SPDR S&P Dividend ETF
US EQUITIES
78464a763
43
362
SH
SOLE
362
0
0
SPDR S&P500 ETF
US EQUITIES
78462f103
66
176
SH
SOLE
176
0
0
SPX Corp
US EQUITIES
784635104
12
227
SH
SOLE
227
0
0
SS&C Technologies Hldgs Inc
US EQUITIES
78467j100
826
14232
SH
SOLE
14232
0
0
Sabra Health Care REIT
US EQUITIES
78573l106
6
459
SH
SOLE
459
0
0
Salesforcecom
US EQUITIES
79466l302
627
3800
SH
SOLE
3800
0
0
Schlumberger Ltd
US EQUITIES
806857108
7356
205700
SH
SOLE
205700
0
0
Schwab Cap Trs&p 500 Select
US EQUITIES
808509855
48
825
SH
SOLE
825
0
0
Seagate Technology Plc
US EQUITIES
g7945m107
19
264
SH
SOLE
264
0
0
Simon Property Group Inc
US EQUITIES
828806109
21
218
SH
SOLE
218
0
0
Skyworks Solutions Inc
US EQUITIES
83088m102
16
175
SH
SOLE
175
0
0
Snap-On Inc
US EQUITIES
833034101
26
132
SH
SOLE
132
0
0
Southern Co
US EQUITIES
842587107
187
2617
SH
SOLE
2617
0
0
Spire Inc
US EQUITIES
84857l101
87
1167
SH
SOLE
1167
0
0
Starbucks Corp
US EQUITIES
855244109
4254
55682
SH
SOLE
55682
0
0
Stryker Corp
US EQUITIES
863667101
40
200
SH
SOLE
200
0
0
Sysco Corp
US EQUITIES
871829107
71
833
SH
SOLE
833
0
0
Taiwan Semiconductor Sponsored
US EQUITIES
874039100
8
97
SH
SOLE
97
0
0
Tanger Factory Outlet Centers
US EQUITIES
875465106
23
1639
SH
SOLE
1639
0
0
Technology Select Sector SPDR
US EQUITIES
81369y803
45
350
SH
SOLE
350
0
0
Textainer Group Holdings Ltd
US EQUITIES
g8766e109
3
125
SH
SOLE
125
0
0
Thermo Fisher Scntfc
US EQUITIES
883556102
11345
20883
SH
SOLE
20883
0
0
Tootsie Roll Industries Inc
US EQUITIES
890516107
81
2287
SH
SOLE
2287
0
0
Traeger Inc
US EQUITIES
89269p103
4
1000
SH
SOLE
1000
0
0
Truist Finl Corp
US EQUITIES
89832q109
22
472
SH
SOLE
472
0
0
US Bancorp
US EQUITIES
902973304
38
833
SH
SOLE
833
0
0
Ulta Beauty Inc
US EQUITIES
90384s303
6341
16450
SH
SOLE
16450
0
0
Unilever PLC ADS
US EQUITIES
904767704
86
1877
SH
SOLE
1877
0
0
Union Pacific Corp
US EQUITIES
907818108
25
117
SH
SOLE
117
0
0
United Parcel Service Inc Cl B
US EQUITIES
911312106
26
140
SH
SOLE
140
0
0
Unitedhealth Grp Inc
US EQUITIES
91324p102
8860
17250
SH
SOLE
17250
0
0
Vanguard ETF Index Funds Mid C
US EQUITIES
922908538
382
2180
SH
SOLE
2180
0
0
Vanguard Index Fd Small-Cap ET
US EQUITIES
922908751
13
72
SH
SOLE
72
0
0
Vanguard Index Growth ETF
US EQUITIES
922908736
13
60
SH
SOLE
60
0
0
Vanguard Star Fd Toral Intl S
US EQUITIES
921909768
99
1930
SH
SOLE
1930
0
0
Ventas Inc
US EQUITIES
92276f100
84
1638
SH
SOLE
1638
0
0
Verizon Communications Inc
US EQUITIES
92343v104
402
7918
SH
SOLE
7918
0
0
ViacomCBS Inc Class B
US EQUITIES
92556h206
20
830
SH
SOLE
830
0
0
Viatris Inc
US EQUITIES
92556v106
4
407
SH
SOLE
407
0
0
Visa Inc Class A
US EQUITIES
92826c839
67
340
SH
SOLE
340
0
0
W W Grainger Inc
US EQUITIES
384802104
26
58
SH
SOLE
58
0
0
WEC Energy Group, Inc
US EQUITIES
92939u106
42
417
SH
SOLE
417
0
0
Wal-Mart Stores Inc
US EQUITIES
931142103
702
5775
SH
SOLE
5775
0
0
Walt Disney Co
US EQUITIES
254687106
257
2718
SH
SOLE
2718
0
0
Warner Bros Discovery Inc
US EQUITIES
934423104
14
1036
SH
SOLE
1036
0
0
Waste Management Inc
US EQUITIES
94106l109
99
645
SH
SOLE
645
0
0
Wells Fargo & Co
US EQUITIES
949746101
35
900
SH
SOLE
900
0
0
Weyerhaeuser Co
US EQUITIES
962166104
37
1129
SH
SOLE
1129
0
0
Wynn Resorts Ltd
US EQUITIES
983134107
11
200
SH
SOLE
200
0
0
Xcel Energy Inc
US EQUITIES
98389b100
147
2084
SH
SOLE
2084
0
0
Xylem Inc
US EQUITIES
98419m100
24
310
SH
SOLE
310
0
0
Zebra Technologies Corp Cl A
US EQUITIES
989207105
830
2825
SH
SOLE
2825
0
0
Zimmer Biomet Holdings
US EQUITIES
98956p102
22
209
SH
SOLE
209
0
0
Zoetis Inc
US EQUITIES
98978v103
19
108
SH
SOLE
108
0
0
iShares DJ Select Dividend ETF
US EQUITIES
464287168
73
623
SH
SOLE
623
0
0
iShares S&P 100 ETF
US EQUITIES
464287101
51
300
SH
SOLE
300
0
0
Fidelity Select Portfoliosheal
US EQUITY FUNDS
316390301
1146
45163
SH
SOLE
45163
0
0
Rowe T Price Intl Funds Inc g
US EQUITY FUNDS
77956h856
319
7082
SH
SOLE
7082
0
0
Vanguard Dividend Appreciation
US EQUITY FUNDS
921908844
557
3880
SH
SOLE
3880
0
0
Vanguard Information Technolog
US EQUITY FUNDS
92204a702
65
200
SH
SOLE
200
0
0
AllianceBernstein Holding L P
US TAXABLE BOND FUNDS
01881g106
131
3160
SH
SOLE
3160
0
0
Annaly Capital Management Inc
US TAXABLE BOND FUNDS
035710862
518
25748
SH
SOLE
25748
0
0
Charles Schwab Corp Prf
US TAXABLE BOND FUNDS
808513600
877
35160
SH
SOLE
35160
0
0
Energy Transfer Partners, LP
US TAXABLE BOND FUNDS
29273v407
181
8200
SH
SOLE
8200
0
0
Golub Cap BDC Inc
US TAXABLE BOND FUNDS
38173m102
641
49483
SH
SOLE
49483
0
0
Invesco Sr Loan ETF
US TAXABLE BOND FUNDS
46138g508
63
3100
SH
SOLE
3100
0
0
Lord Abbett Floating Rate A Cl
US TAXABLE BOND FUNDS
543916191
52
6700
SH
SOLE
6700
0
0
Pimco ETF Tot Rtn Exch Traded
US TAXABLE BOND FUNDS
72201r775
62
650
SH
SOLE
650
0
0
SPDR Barclays Intermediate Ter
US TAXABLE BOND FUNDS
78464a672
18
600
SH
SOLE
600
0
0
Solar Capital Ltd
US TAXABLE BOND FUNDS
83413u100
99
6751
SH
SOLE
6751
0
0
Virtus Seix Floating RT High I
US TAXABLE BOND FUNDS
76628t660
44
5668
SH
SOLE
5668
0
0
Virtus Seix Fltg Rt Incm Cl I
US TAXABLE BOND FUNDS
76628t678
65
8528
SH
SOLE
8528
0
0
iShares Core Total U S Bd Mkt
US TAXABLE BOND FUNDS
464287226
147
1450
SH
SOLE
1450
0
0
iShares IBOX $ Inv Grd Corp Bd
US TAXABLE BOND FUNDS
464287242
258
2346
SH
SOLE
2346
0
0
Blackrock Municipal Target Ter
US TAX-EXEMPT BOND FUNDS
09257p105
22
1000
SH
SOLE
1000
0
0
DWS Managed Muni Bd Fd A
US TAX-EXEMPT BOND FUNDS
23337w709
74
9118
SH
SOLE
9118
0
0
Goldman Sachs Dynamic Municipa
US TAX-EXEMPT BOND FUNDS
38142v746
41
2739
SH
SOLE
2739
0
0
Nuveen Dividend Advantage Muni
US TAX-EXEMPT BOND FUNDS
670711106
51
3915
SH
SOLE
3915
0
0
Vanguard CA Long-Term Tax-Exem
US TAX-EXEMPT BOND FUNDS
922021100
393
35347
SH
SOLE
35347
0
0
Tritium FCFC Limited WTS
WARRANTS
242794113
10
7600
SH
SOLE
7600
0
0