0001729939-24-000017.txt : 20241226 0001729939-24-000017.hdr.sgml : 20241226 20241226155037 ACCESSION NUMBER: 0001729939-24-000017 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 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: 241580939 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 03-31-2022 03-31-2022 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 19142809 1 0001732949 Cypress Capital Advisors, LLC INFORMATION TABLE 2 13FCC0322amend.xml ABBVIE INC COM 00287Y109 101805 628 SH DFND 1 0 0 628 ALPHABET INC CAP STK CL C 02079K107 55860 20 SH DFND 1 0 0 20 APPLE INC COM 037833100 2702465 15477 SH DFND 1 0 0 15477 ARK ETF TR INNOVATION ETF 00214Q104 213311 3218 SH DFND 1 0 0 3218 AT&T INC COM 00206R102 106878 4523 SH DFND 1 0 0 4523 CISCO SYS INC COM 17275R102 45779 821 SH DFND 1 0 0 821 COMCAST CORP NEW CL A 20030N101 49021 1047 SH DFND 1 0 0 1047 ETFS GOLD TR PHYSCL GOLD SHS 00326A104 56000 3014 SH DFND 1 0 0 3014 EXXON MOBIL CORP COM 30231G102 371572 4499 SH DFND 1 0 0 4499 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 208325 2664 SH DFND 1 0 0 2664 FIRST TR EXCHNG TRADED FD LOW OPPT EFT 33739Q200 261736 5347 SH DFND 1 0 0 5347 FIRST TRUST LRGCP GWT ALPHAD COM 33735K108 245303 2299 SH DFND 1 0 0 2299 ISHARES TR CORE S&P500 ETF 464287200 1124244 2478 SH DFND 1 0 0 2478 ISHARES TR AGGRES ALLOC ETF 464289859 973019 14114 SH DFND 1 0 0 14114 ISHARES TR MODERT ALLOC ETF 464289875 484530 11276 SH DFND 1 0 0 11276 ISHARES TR EXPND TEC SC ETF 464287549 468688 1206 SH DFND 1 0 0 1206 ISHARES TR CORE S&P MCP ETF 464287507 313153 1167 SH DFND 1 0 0 1167 ISHARES TR U.S. FIN SVC ETF 464287770 222708 1235 SH DFND 1 0 0 1235 ISHARES TR U S EQUITY FACTR 46434V282 217596 4892 SH DFND 1 0 0 4892 ISHARES TR CORE MSCI EAFE 46432F842 165712 2384 SH DFND 1 0 0 2384 ISHARES TR HDG MSCI EAFE 46434V803 74838 2205 SH DFND 1 0 0 2205 ISHARES TR GRWT ALLOCAT ETF 464289867 678871 12581 SH DFND 1 0 0 12581 ISHARES TR CORE S&P US GWT CORE S&P US GWT 464287671 290459 2749 SH DFND 1 0 0 2749 M & T BK CORP COM 55261F104 90683 535 SH DFND 1 0 0 535 MASTERCARD INCORPORATED CL A 57636Q104 107929 302 SH DFND 1 0 0 302 MICROSOFT CORP COM 594918104 552539 1792 SH DFND 1 0 0 1792 ORACLE CORP COM 68389X105 84633 1023 SH DFND 1 0 0 1023 PROSHARES TR PSHS ULTRA QQQ 74347R206 246254 3424 SH DFND 1 0 0 3424 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1263494 7950 SH DFND 1 0 0 7950 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 938929 6854 SH DFND 1 0 0 6854 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 701984 18319 SH DFND 1 0 0 18319 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 564684 8210 SH DFND 1 0 0 8210 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 474895 2567 SH DFND 1 0 0 2567 SPDR S&P 500 ETF TR TR UNIT 78462F103 1239300 2744 SH DFND 1 0 0 2744 SPDR SER TR PORTFOLIO SHORT 78464A474 213983 7102 SH DFND 1 0 0 7102 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 44344 485 SH DFND 1 0 0 485 TESLA INC COM 88160R101 1154110 1071 SH DFND 1 0 0 1071 TWIST BIOSCIENCE CORP COM 90184D100 286898 5810 SH DFND 1 0 0 5810 VANGUARD INDEX FDS TOTAL STK MKT 922908769 838281 3682 SH DFND 1 0 0 3682 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 220254 4301 SH DFND 1 0 0 4301 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 255797 2973 SH DFND 1 0 0 2973 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 57423 969 SH DFND 1 0 0 969 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 215460 847 SH DFND 1 0 0 847 VERIZON COMMUNICATIONS INC COM 92343V104 79721 1565 SH DFND 1 0 0 1565 VISA INC COM CL A 92826C839 79341 358 SH DFND 1 0 0 358