0001729939-24-000018.txt : 20241226 0001729939-24-000018.hdr.sgml : 20241226 20241226155308 ACCESSION NUMBER: 0001729939-24-000018 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 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: 241580950 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 12-31-2021 12-31-2021 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 61 29673910 1 0001732949 Cypress Capital Advisors, LLC INFORMATION TABLE 2 13FCC1221amend.xml 3M CO COM 88579Y101 236603 1332 SH DFND 1 0 0 1332 ABBVIE INC COM 00287Y109 203777 1505 SH DFND 1 0 0 1505 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 137216 331 SH DFND 1 0 0 331 ALPHABET INC CAP STK CL C 02079K107 40510 14 SH DFND 1 0 0 14 AMERICAN TOWER CORP NEW COM 03027X100 82485 282 SH DFND 1 0 0 282 APPLE INC COM 037833100 4097507 23075 SH DFND 1 0 0 23075 ARK ETF TR INNOVATION ETF 00214Q104 311753 3296 SH DFND 1 0 0 3296 BROADCOM INC COM 11135F101 141067 212 SH DFND 1 0 0 212 CISCO SYS INC COM 17275R102 168944 2666 SH DFND 1 0 0 2666 COMCAST CORP NEW CL A 20030N101 136445 2711 SH DFND 1 0 0 2711 CROWN CASTLE INC COM 22822V101 91846 440 SH DFND 1 0 0 440 EATON CORP PLC SHS G29183103 137219 794 SH DFND 1 0 0 794 ETFS GOLD TR PHYSCL GOLD SHS 00326A104 418051 23807 SH DFND 1 0 0 23807 EXXON MOBIL CORP COM 30231G102 298240 4874 SH DFND 1 0 0 4874 FIRST TR EXCHNG TRADED FD LOW OPPT EFT 33739Q200 267297 5347 SH DFND 1 0 0 5347 FIRST TRUST LRGCP GWT ALPHAD COM 33735K108 201299 1674 SH DFND 1 0 0 1674 GLOBAL X FDS LITHIUM BTRY ETF 37954Y855 40193 476 SH DFND 1 0 0 476 HOME DEPOT INC COM 437076102 291337 702 SH DFND 1 0 0 702 ISHARES INC CORE MSCI EMKT 46434G103 285053 4762 SH DFND 1 0 0 4762 ISHARES INC MSCI EMRG CHN 46434G764 104102 1717 SH DFND 1 0 0 1717 ISHARES TR CORE S&P500 ETF 464287200 1181981 2478 SH DFND 1 0 0 2478 ISHARES TR AGGRES ALLOC ETF 464289859 994284 13654 SH DFND 1 0 0 13654 ISHARES TR 1 3 YR TREAS BD 464287457 700059 8184 SH DFND 1 0 0 8184 ISHARES TR MODERT ALLOC ETF 464289875 525679 11561 SH DFND 1 0 0 11561 ISHARES TR HDG MSCI EAFE 46434V803 493843 13978 SH DFND 1 0 0 13978 ISHARES TR CORE S&P MCP ETF 464287507 330354 1167 SH DFND 1 0 0 1167 ISHARES TR CORE MSCI EAFE 46432F842 278258 3728 SH DFND 1 0 0 3728 ISHARES TR U S EQUITY FACTR 46434V282 227772 4892 SH DFND 1 0 0 4892 ISHARES TR 7-10 YR TRSY BD 464287440 213210 1854 SH DFND 1 0 0 1854 ISHARES TR RUS 1000 VAL ETF 464287598 200844 1196 SH DFND 1 0 0 1196 ISHARES TR GRWT ALLOCAT ETF 464289867 755682 13239 SH DFND 1 0 0 13239 ISHARES TR CORE S&P US GWT CORE S&P US GWT 464287671 317894 2749 SH DFND 1 0 0 2749 JOHNSON & JOHNSON COM 478160104 296978 1736 SH DFND 1 0 0 1736 LOWES COS INC COM 548661107 219450 849 SH DFND 1 0 0 849 M & T BK CORP COM 55261F104 78787 513 SH DFND 1 0 0 513 MASTERCARD INCORPORATED CL A 57636Q104 100969 281 SH DFND 1 0 0 281 MCDONALDS CORP COM 580135101 232685 868 SH DFND 1 0 0 868 MERCK & CO INC COM 58933Y105 95800 1250 SH DFND 1 0 0 1250 META PLATFORMS INC CL A 30303M102 235445 700 SH DFND 1 0 0 700 MICROSOFT CORP COM 594918104 651651 1938 SH DFND 1 0 0 1938 ORACLE CORP COM 68389X105 82675 948 SH DFND 1 0 0 948 PEPSICO INC COM 713448108 236246 1360 SH DFND 1 0 0 1360 PROCTER AND GAMBLE CO COM 742718109 240790 1472 SH DFND 1 0 0 1472 RTX CORPORATION COM 75513E101 240538 2795 SH DFND 1 0 0 2795 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1323672 7613 SH DFND 1 0 0 7613 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 704873 5003 SH DFND 1 0 0 5003 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 651276 16678 SH DFND 1 0 0 16678 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 648075 3170 SH DFND 1 0 0 3170 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 611419 7871 SH DFND 1 0 0 7871 SELECT SECTOR SPDR TR INDL 81369Y704 220508 2084 SH DFND 1 0 0 2084 SPDR S&P 500 ETF TR TR UNIT 78462F103 2560034 5390 SH DFND 1 0 0 5390 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 44344 485 SH DFND 1 0 0 485 TARGET CORP COM 87612E106 74524 322 SH DFND 1 0 0 322 TESLA INC COM 88160R101 1129698 1069 SH DFND 1 0 0 1069 TWIST BIOSCIENCE CORP COM 90184D100 449636 5810 SH DFND 1 0 0 5810 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1567187 6491 SH DFND 1 0 0 6491 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 1463512 28473 SH DFND 1 0 0 28473 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 92206C102 1046154 17198 SH DFND 1 0 0 17198 VANGUARD WORLD FD HEALTH CAR ETF 92204A504 225658 847 SH DFND 1 0 0 847 VERIZON COMMUNICATIONS INC COM 92343V104 159725 3074 SH DFND 1 0 0 3074 VISA INC COM CL A 92826C839 170797 788 SH DFND 1 0 0 788