0001729939-24-000013.txt : 20241210 0001729939-24-000013.hdr.sgml : 20241210 20241210165932 ACCESSION NUMBER: 0001729939-24-000013 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20241210 DATE AS OF CHANGE: 20241210 EFFECTIVENESS DATE: 20241210 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: 241539232 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 03-31-2023 03-31-2023 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 6154676075 Christopher Prest Franklin TN 12-10-2024 1 45 15391236 1 0001732949 Cypress Capital Advisors, LLC INFORMATION TABLE 2 13FCC0323amend.xml ABBVIE INC COM 00287Y109 100084 628 SH DFND 1 0 0 628 ALPHABET INC CAP STK CL C 02079K107 79664 766 SH DFND 1 0 0 766 ALPHABET INC CAP STK CL A 02079K305 20746 200 SH DFND 1 0 0 200 APPLE INC COM 037833100 2358044 14300 SH DFND 1 0 0 14300 BROADCOM INC COM 11135F101 21812 34 SH DFND 1 0 0 34 CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI 14020V108 261206 11026 SH DFND 1 0 0 11026 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 42174 1691 SH DFND 1 0 0 1691 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 158478 7056 SH DFND 1 0 0 7056 CISCO SYS INC COM 17275R102 42918 821 SH DFND 1 0 0 821 COMCAST CORP NEW CL A 20030N101 43255 1141 SH DFND 1 0 0 1141 EATON CORP PLC SHS G29183103 21246 124 SH DFND 1 0 0 124 ETFS GOLD TR PHYSCL GOLD SHS 00326A104 167698 8887 SH DFND 1 0 0 8887 EXXON MOBIL CORP COM 30231G102 463204 4224 SH DFND 1 0 0 4224 FIRST TR EXCHNG TRADED FD LOW OPPT EFT 33739Q200 290475 6068 SH DFND 1 0 0 6068 ISHARES TR CORE S&P500 ETF 464287200 1148558 2794 SH DFND 1 0 0 2794 ISHARES TR AGGRES ALLOC ETF 464289859 761172 11970 SH DFND 1 0 0 11970 ISHARES TR MODERT ALLOC ETF 464289875 320036 8029 SH DFND 1 0 0 8029 ISHARES TR CORE S&P MCP ETF 464287507 294688 1178 SH DFND 1 0 0 1178 ISHARES TR HDG MSCI EAFE 46434V803 82634 2804 SH DFND 1 0 0 2804 ISHARES TR TRS FLT RT BD 46434V860 25346 501 SH DFND 1 0 0 501 ISHARES TR GRWT ALLOCAT ETF 464289867 381579 7627 SH DFND 1 0 0 7627 ISHARES TR CORE S&P US GWT CORE S&P US GWT 464287671 227518 2563 SH DFND 1 0 0 2563 MASTERCARD INCORPORATED CL A 57636Q104 127194 350 SH DFND 1 0 0 350 MERCK & CO INC COM 58933Y105 23938 225 SH DFND 1 0 0 225 META PLATFORMS INC CL A 30303M102 133734 631 SH DFND 1 0 0 631 MICROSOFT CORP COM 594918104 399872 1387 SH DFND 1 0 0 1387 NVIDIA CORPORATION COM 67066G104 26388 95 SH DFND 1 0 0 95 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1093312 7240 SH DFND 1 0 0 7240 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 958133 7401 SH DFND 1 0 0 7401 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 501556 8652 SH DFND 1 0 0 8652 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 389552 2605 SH DFND 1 0 0 2605 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 333644 4929 SH DFND 1 0 0 4929 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 547475 7328 SH DFND 1 0 0 7328 SPDR S&P 500 ETF TR TR UNIT 78462F103 1111903 2716 SH DFND 1 0 0 2716 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 120284 1310 SH DFND 1 0 0 1310 SPDR SER TR PORTFOLIO S&P500 78464A854 90666 1883 SH DFND 1 0 0 1883 TESLA INC COM 88160R101 121157 584 SH DFND 1 0 0 584 TWIST BIOSCIENCE CORP COM 90184D100 84976 5635 SH DFND 1 0 0 5635 VANGUARD INDEX FDS TOTAL STK MKT 922908769 814563 3991 SH DFND 1 0 0 3991 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 220450 4610 SH DFND 1 0 0 4610 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 385603 6431 SH DFND 1 0 0 6431 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 351884 6011 SH DFND 1 0 0 6011 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 16542 217 SH DFND 1 0 0 217 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 201976 847 SH DFND 1 0 0 847 VISA INC COM CL A 92826C839 23899 106 SH DFND 1 0 0 106