0001729939-24-000014.txt : 20241226 0001729939-24-000014.hdr.sgml : 20241226 20241226151756 ACCESSION NUMBER: 0001729939-24-000014 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 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: 241580783 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 12-31-2022 12-31-2022 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 45 16131794 1 0001732949 Cypress Capital Advisors, LLC INFORMATION TABLE 2 13FCC1222amend.xml ABBVIE INC COM 00287Y109 101491 628 SH DFND 1 0 0 628 ALPHABET INC CAP STK CL C 02079K107 53238 600 SH DFND 1 0 0 600 APPLE INC COM 037833100 1987455 15296 SH DFND 1 0 0 15296 CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI 14020V108 302401 13464 SH DFND 1 0 0 13464 CISCO SYS INC COM 17275R102 39112 821 SH DFND 1 0 0 821 COMCAST CORP NEW CL A 20030N101 39901 1141 SH DFND 1 0 0 1141 ETFS GOLD TR PHYSCL GOLD SHS 00326A104 75296 4310 SH DFND 1 0 0 4310 EXXON MOBIL CORP COM 30231G102 454877 4124 SH DFND 1 0 0 4124 FIRST TR EXCHNG TRADED FD LOW OPPT EFT 33739Q200 287684 6068 SH DFND 1 0 0 6068 GENERAL MLS INC COM 370334104 97937 1168 SH DFND 1 0 0 1168 HOME DEPOT INC COM 437076102 153192 485 SH DFND 1 0 0 485 INTERNATIONAL BUSINESS MACHS COM 459200101 34236 243 SH DFND 1 0 0 243 ISHARES TR CORE S&P500 ETF 464287200 1007399 2622 SH DFND 1 0 0 2622 ISHARES TR AGGRES ALLOC ETF 464289859 765816 12817 SH DFND 1 0 0 12817 ISHARES TR MODERT ALLOC ETF 464289875 377135 9922 SH DFND 1 0 0 9922 ISHARES TR CORE S&P MCP ETF 464287507 285672 1181 SH DFND 1 0 0 1181 ISHARES TR 3 7 YR TREAS BD 464288661 213351 1857 SH DFND 1 0 0 1857 ISHARES TR 1 3 YR TREAS BD 464287457 189370 2333 SH DFND 1 0 0 2333 ISHARES TR HDG MSCI EAFE 46434V803 76302 2826 SH DFND 1 0 0 2826 ISHARES TR 7-10 YR TRSY BD 464287440 36875 385 SH DFND 1 0 0 385 ISHARES TR GRWT ALLOCAT ETF 464289867 444483 9425 SH DFND 1 0 0 9425 ISHARES TR CORE S&P US GWT CORE S&P US GWT 464287671 208936 2563 SH DFND 1 0 0 2563 JOHNSON & JOHNSON COM 478160104 193785 1097 SH DFND 1 0 0 1097 LOWES COS INC COM 548661107 71328 358 SH DFND 1 0 0 358 MASTERCARD INCORPORATED CL A 57636Q104 122401 352 SH DFND 1 0 0 352 MCDONALDS CORP COM 580135101 152847 580 SH DFND 1 0 0 580 MICROSOFT CORP COM 594918104 384192 1602 SH DFND 1 0 0 1602 PEPSICO INC COM 713448108 165665 917 SH DFND 1 0 0 917 PROCTER AND GAMBLE CO COM 742718109 154137 1017 SH DFND 1 0 0 1017 RTX CORPORATION COM 75513E101 189629 1879 SH DFND 1 0 0 1879 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1337307 9844 SH DFND 1 0 0 9844 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1138004 9145 SH DFND 1 0 0 9145 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 478268 9966 SH DFND 1 0 0 9966 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 430544 6107 SH DFND 1 0 0 6107 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 348474 2698 SH DFND 1 0 0 2698 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 609968 8182 SH DFND 1 0 0 8182 SPDR S&P 500 ETF TR TR UNIT 78462F103 971755 2541 SH DFND 1 0 0 2541 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 33752 369 SH DFND 1 0 0 369 STARBUCKS CORP COM 855244109 122314 1233 SH DFND 1 0 0 1233 VANGUARD INDEX FDS TOTAL STK MKT 922908769 769349 4024 SH DFND 1 0 0 4024 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 239249 5122 SH DFND 1 0 0 5122 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 376085 6431 SH DFND 1 0 0 6431 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 334489 5785 SH DFND 1 0 0 5785 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 210098 847 SH DFND 1 0 0 847 VERIZON COMMUNICATIONS INC COM 92343V104 65995 1675 SH DFND 1 0 0 1675