0001729939-24-000012.txt : 20241202
0001729939-24-000012.hdr.sgml : 20241202
20241202155301
ACCESSION NUMBER: 0001729939-24-000012
CONFORMED SUBMISSION TYPE: 13F-HR/A
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20241202
DATE AS OF CHANGE: 20241202
EFFECTIVENESS DATE: 20241202
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: 241518829
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
06-30-2023
06-30-2023
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
Director of Operations
6154676075
Christopher Prest
Franklin
TN
12-02-2024
1
48
15563788
1
0001732949
Cypress Capital Advisors, LLC
INFORMATION TABLE
2
13FCC0623amend.xml
ABBVIE INC
COM
00287Y109
92560
687
SH
DFND
1
0
0
687
ALPHABET INC
CAP STK CL C
02079K107
79840
660
SH
DFND
1
0
0
660
ALPHABET INC
CAP STK CL A
02079K305
23940
200
SH
DFND
1
0
0
200
APPLE INC
COM
037833100
2613186
13472
SH
DFND
1
0
0
13472
BROADCOM INC
COM
11135F101
52913
61
SH
DFND
1
0
0
61
CAPITAL GROUP CORE EQUITY ET
SHS CREATION UNI
14020V108
285664
11124
SH
DFND
1
0
0
11124
CAPITAL GROUP DIVIDEND VALUE
SHS CREATION UNI
14020W106
45725
1691
SH
DFND
1
0
0
1691
CAPITAL GROUP GROWTH ETF
SHS CREATION UNI
14020G101
215868
8556
SH
DFND
1
0
0
8556
CISCO SYS INC
COM
17275R102
51430
994
SH
DFND
1
0
0
994
COMCAST CORP NEW
CL A
20030N101
56093
1350
SH
DFND
1
0
0
1350
EATON CORP PLC
SHS
G29183103
35595
177
SH
DFND
1
0
0
177
ELI LILLY & CO
COM
532457108
260753
556
SH
DFND
1
0
0
556
ETFS GOLD TR
PHYSCL GOLD SHS
00326A104
286737
15609
SH
DFND
1
0
0
15609
EXXON MOBIL CORP
COM
30231G102
451415
4209
SH
DFND
1
0
0
4209
FIRST TR EXCHNG TRADED FD
LOW OPPT EFT
33739Q200
289262
6068
SH
DFND
1
0
0
6068
FIRST TR EXCHNG TRADED FD
FT VEST US EQT
33740F862
245624
6360
SH
DFND
1
0
0
6360
ISHARES TR
CORE S&P500 ETF
464287200
1251554
2808
SH
DFND
1
0
0
2808
ISHARES TR
AGGRES ALLOC ETF
464289859
808287
12184
SH
DFND
1
0
0
12184
ISHARES TR
MODERT ALLOC ETF
464289875
213365
5280
SH
DFND
1
0
0
5280
ISHARES TR
S&P 500 GRWT ETF
464287309
201220
2855
SH
DFND
1
0
0
2855
ISHARES TR
HDG MSCI EAFE
46434V803
73160
2360
SH
DFND
1
0
0
2360
ISHARES TR
TRS FLT RT BD
46434V860
25386
501
SH
DFND
1
0
0
501
ISHARES TR
GRWT ALLOCAT ETF
464289867
392409
7627
SH
DFND
1
0
0
7627
MASTERCARD INCORPORATED
CL A
57636Q104
147094
374
SH
DFND
1
0
0
374
MERCK & CO INC
COM
58933Y105
35425
307
SH
DFND
1
0
0
307
META PLATFORMS INC
CL A
30303M102
172188
600
SH
DFND
1
0
0
600
MICROSOFT CORP
COM
594918104
473691
1391
SH
DFND
1
0
0
1391
NVIDIA CORPORATION
COM
67066G104
37226
88
SH
DFND
1
0
0
88
PGIM ETF TR
PGIM ULTRA SH BD
69344A107
7164
145
SH
DFND
1
0
0
145
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
300719
4141
SH
DFND
1
0
0
4141
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
665884
3830
SH
DFND
1
0
0
3830
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
615867
4640
SH
DFND
1
0
0
4640
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
278868
4285
SH
DFND
1
0
0
4285
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
236206
1391
SH
DFND
1
0
0
1391
SELECT SECTOR SPDR TR
SBI INT-UTILS
81369Y886
227469
3476
SH
DFND
1
0
0
3476
SELECT SECTOR SPDR TR SBI
CONS STPLS
81369Y308
334136
4505
SH
DFND
1
0
0
4505
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1385693
3126
SH
DFND
1
0
0
3126
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
49491
539
SH
DFND
1
0
0
539
SPDR SER TR
PORTFOLIO S&P500
78464A854
235902
4527
SH
DFND
1
0
0
4527
TESLA INC
COM
88160R101
300774
1149
SH
DFND
1
0
0
1149
TWIST BIOSCIENCE CORP
COM
90184D100
115292
5635
SH
DFND
1
0
0
5635
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
738599
3353
SH
DFND
1
0
0
3353
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
213007
523
SH
DFND
1
0
0
523
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
377243
6431
SH
DFND
1
0
0
6431
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
92206C102
316765
5487
SH
DFND
1
0
0
5487
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
17175
227
SH
DFND
1
0
0
227
VANGUARD WORLD FD
HEALTH CAR ETF
92204A504
207363
847
SH
DFND
1
0
0
847
VISA INC
COM CL A
92826C839
22561
95
SH
DFND
1
0
0
95