Cypress Capital, LLC

Q4 2023 13F Combination Report, New Holdings, Stock Holdings

Signature - Title
Christopher Prest - Director of Operations
Location
Franklin, TN
Holdings as of
31 Dec 2023
Value $
$22,115,604
Num holdings
55
Filing time
02 Dec 2024, 15:44:11 UTC
Form type
13F-HR/A-1 - New Holdings
Description
Top holdings included SPY, AAPL, IVV, VTI, and SCHD.
Previous filing
Q3 2023 - 09 Nov 2023
Next filing
Q1 2024 - 29 Oct 2024
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Christopher Prest Director of Operations Franklin, Tennessee 02 Dec 2024

List of Other Managers Reporting for Cypress Capital, LLC:

Name Holdings Value Location File Number
WestEnd Advisors, LLC $4,294,003,493 Charlotte, NC 028-11741
Dorsey Wright & Associates $459,166,000 Pasadena, CA 028-12076
CONFLUENCE INVESTMENT MANAGEMENT LLC $6,673,836,873 St. Louis, MO 028-13334
Tandem Investment Advisors, Inc. $2,685,412,564 Charleston, SC 028-17677
GQG Partners LLC $60,716,698,512 Ft. Lauderdale, FL 028-17876

Other Included Managers (1):

Num Name Location File Number
1 MRWM Advisors, LLC Nashville, TN