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| Happy Holidays!! thanks for using AUM13F!! |
| Cypress Capital Management LLC
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| CRD # | 130401 |
| SEC # | 801-62811 |
| CIK # | 0001341748, 0001729939, 0001964277, 0001140468, 0001633896, 0001964276 |
| AUM | $102.4 M (2025-04-07) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 307-674-1770 |
| Address | 312 Whitney Lane Suite 1A Sheridan, WY 82801 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001341748 0001729939 0001964277 0001140468 0001633896 0001964276 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 40.8 | ||
| Lilly Eli & Co | 40.6 | ||
| Microsoft Corp | 36.0 | ||
| VISA Inc | 24.9 | ||
| J P Morgan Chase & Co | 21.1 | ||
| AbbVie Inc | 20.1 | ||
| Nvidia Corp | 19.2 | ||
| iShares Comex Gold Trust | 16.3 | ||
| Amazon Com Inc | 15.9 | ||
| Lockheed Martin Corp | 15.2 | ||
| Broadcom Inc | 15.1 | ||
| Exxon Mobil Corp | 14.2 | ||
| Wal Mart Stores Inc | 13.8 | ||
| TJX Companies Inc /DE/ | 11.8 | ||
| Johnson & Johnson | 11.3 | ||
| Abbott Laboratories | 10.3 | ||
| Mastercard Inc | 10.2 | ||
| CME Group Inc | 9.6 | ||
| Philip Morris International Inc | 9.1 | ||
| Home Depot Inc | 8.6 | ||
| Costco Wholesale Corp /NEW | 8.2 | ||
| BlackRock Inc | 8.2 | ||
| 3M Co | 7.5 | ||
| Alphabet Inc | 7.5 | ||
| Alphabet Inc | 7.3 | ||
| Phillips 66 | 7.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 152 | 30.8 |
| (b) Individuals (high net worth individuals) | 25 | 58.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 9 | 9.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 3.7 |
| (n) Other | 0 | 0.0 |
| Total | 366 | 102.4 |
| By Discretionary | ||
| Discretionary | 366 | 102.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 366 | 102.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.4 | |
| Total | 366 | 102.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001140468] | |
| 13F-HR | [0001341748] | |
| 13F-HR | [0001633896] | |
| 13F-HR | [0001729939] | |
| 13F-NT | [0001964276] | |
| 13F-NT | [0001964277] |
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|---|---|---|
|
Guardian Capital LLC
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|
PA | 0.1 |
|
Apex Wealth Advisors LLC
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|
0.1 | |
|
Engleson & Associates Inc
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NY | 0.1 |
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Evolutionary Tree Capital Management LLC
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VA | 0.1 |
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Changing Parameters LLC
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CA | 0.1 |
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Martinsen Wealth Management LLC
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AZ | 0.1 |
|
Peerless Wealth LLC
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|
OH | 0.1 |
|
The Breit Group LLC
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|
NC | 0.1 |
|
Synergy Capital of Colorado LLC
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|
CO | 0.1 |
|
Ponta Wealth Partners LLC
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|
FL | 0.1 |