Cypress Capital Advisors, LLC

CIK 0001732949 • 3 13F filings • Aug 27, 2025 – Aug 27, 2025

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Filer information

Filed by: MRWM Advisors, LLC, Agent
Address: 1614 16TH AVENUE SOUTH, NASHVILLE, TN, 37212
Phone: 844-844-3453
AUM: $186.3M

AUM over time

$243.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $186.3M75 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.4M	0.7%Prev: 0.8%	5,968 SH	Increased+63 SH
ALPHABET INC	CAP STK CL A	$1.4M	0.8%Prev: 0.7%	4,592 SH	Increased-413 SH
ALPHABET INC	CAP STK CL C	$212K	0.1%	676 SH	New
AMAZON COM INC	COM	$507K	0.3%Prev: 0.2%	2,198 SH	Increased+894 SH
AMGEN INC	COM	$1.0M	0.6%Prev: 0.7%	3,179 SH	Increased-142 SH
APPLE INC	COM	$6.0M	3.2%Prev: 4.6%	22,103 SH	Increased-1,468 SH
BRISTOL-MYERS SQUIBB CO	COM	$371K	0.2%Prev: 0.8%	6,880 SH	Decreased-10,987 SH
BROADCOM INC	COM	$1.5M	0.8%Prev: 1.0%	4,343 SH	Increased-998 SH
CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$485K	0.3%Prev: 0.4%	12,058 SH	Decreased-4,171 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$1.8M	0.9%Prev: 2.2%	40,123 SH	Decreased-39,983 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$8.0M	4.3%Prev: 2.9%	179,856 SH	Increased+81,152 SH
CHEVRON CORP NEW	COM	$206K	0.1%	1,349 SH	New
CISCO SYS INC	COM	$1.2M	0.6%	15,185 SH	New
COLGATE PALMOLIVE CO	COM	$241K	0.1%	3,046 SH	New
COMCAST CORP NEW	CL A	$256K	0.1%Prev: 0.7%	8,565 SH	Decreased-14,212 SH
EATON CORP PLC	SHS	$985K	0.5%Prev: 0.9%	3,092 SH	Decreased-499 SH
ETFS GOLD TR	PHYSCL GOLD SHS	$14.0M	7.5%Prev: 6.1%	340,345 SH	Increased+30,457 SH
EXXON MOBIL CORP	COM	$735K	0.4%Prev: 0.4%	6,105 SH	Increased+1,200 SH
FOX CORP	CL A COM	$281K	0.2%	3,840 SH	New
GENERAL MLS INC	COM	$293K	0.2%Prev: 0.8%	6,293 SH	Decreased-8,965 SH
GILEAD SCIENCES INC	COM	$244K	0.1%	1,984 SH	New
HOME DEPOT INC	COM	$1.0M	0.5%Prev: 0.9%	2,933 SH	Decreased-5 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.5M	0.8%Prev: 0.8%	4,995 SH	Increased+60 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$379K	0.2%	1,978 SH	New
ISHARES TR	0-3 MNTH TREASRY	$819K	0.4%	8,156 SH	New
ISHARES TR	CORE 60/40 BALAN	$236K	0.1%Prev: 0.2%	3,633 SH	Decreased-1,593 SH
ISHARES TR	CORE 80/20 AGGRE	$617K	0.3%Prev: 0.5%	6,885 SH	Decreased-1,854 SH
ISHARES TR	CORE S&P MCP ETF	$594K	0.3%Prev: 0.4%	8,997 SH	Increased+31 SH
ISHARES TR	CORE S&P SCP ETF	$261K	0.1%Prev: 0.2%	2,171 SH	Decreased-121 SH
ISHARES TR	CORE S&P500 ETF	$14.1M	7.6%Prev: 6.4%	20,567 SH	Increased+6,775 SH
ISHARES TR	HDG MSCI EAFE	$1.5M	0.8%Prev: 1.9%	36,966 SH	Decreased-31,603 SH
ISHARES TR	RUS 1000 VAL ETF	$837K	0.4%Prev: 0.6%	3,979 SH	Increased
ISHARES TR	SELECT DIVID ETF	$217K	0.1%Prev: 0.2%	1,537 SH	Increased
ISHARES TR	TIPS BD ETF	$4.7M	2.5%Prev: 4.1%	42,575 SH	Decreased-6,536 SH
ISHARES TR	TRS FLT RT BD	$1.9M	1.0%Prev: 4.3%	37,419 SH	Decreased-72,631 SH
KROGER CO	COM	$1.1M	0.6%Prev: 0.9%	17,609 SH	Decreased-702 SH
LAM RESEARCH CORP	COM NEW	$1.1M	0.6%	6,473 SH	New
LOCKHEED MARTIN CORP	COM	$889K	0.5%Prev: 0.7%	1,838 SH	Decreased-123 SH
LOWES COS INC	COM	$945K	0.5%Prev: 0.8%	3,918 SH	Decreased-185 SH
MCDONALDS CORP	COM	$1.0M	0.5%Prev: 0.7%	3,327 SH	Increased+30 SH
MEDTRONIC PLC	SHS	$994K	0.5%	10,343 SH	New
MERCK & CO INC	COM	$877K	0.5%Prev: 0.7%	8,331 SH	Decreased-1,079 SH
META PLATFORMS INC	CL A	$218K	0.1%	331 SH	New
MICROSOFT CORP	COM	$923K	0.5%Prev: 0.6%	1,909 SH	Increased+209 SH
NETAPP INC	COM	$715K	0.4%	6,672 SH	New
NVIDIA CORPORATION	COM	$614K	0.3%	3,294 SH	New
PROCTER AND GAMBLE CO	COM	$822K	0.4%Prev: 0.8%	5,737 SH	Decreased-420 SH
PROSHARES TR	S&P 500 DV ARIST	$7.8M	4.2%Prev: 1.7%	74,684 SH	Increased+52,898 SH
QUALCOMM INC	COM	$987K	0.5%Prev: 0.7%	5,773 SH	Increased-65 SH
SCHWAB CHARLES CORP	COM	$912K	0.5%	9,125 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$6.1M	3.3%Prev: 3.4%	221,348 SH	Increased+61,960 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$5.8M	3.1%Prev: 0.2%	178,816 SH	Increased+169,298 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$510K	0.3%	4,335 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$486K	0.3%	4,070 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$951K	0.5%	17,370 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.3M	0.7%	8,854 SH	New
SPDR GOLD TR	GOLD SHS	$336K	0.2%Prev: 0.2%	847 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$10.1M	5.4%Prev: 7.4%	14,836 SH	Increased-1,186 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$530K	0.3%	878 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$5.7M	3.1%	63,046 SH	New
STARBUCKS CORP	COM	$353K	0.2%Prev: 0.7%	4,190 SH	Decreased-5,407 SH
SUNCOR ENERGY INC NEW	COM	$205K	0.1%	4,630 SH	New
TESLA INC	COM	$521K	0.3%Prev: 0.4%	1,159 SH	Increased+22 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$318K	0.2%	4,297 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$235K	0.1%Prev: 0.2%	811 SH	Increased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$279K	0.1%Prev: 0.4%	445 SH	Decreased-425 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$27.6M	14.8%Prev: 12.0%	82,190 SH	Increased+29,257 SH
VANGUARD INDEX FDS	VALUE ETF	$6.4M	3.5%Prev: 1.5%	33,734 SH	Increased+22,297 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$6.9M	3.7%	91,123 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$2.8M	1.5%Prev: 3.3%	47,353 SH	Decreased-24,174 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.2M	1.7%	14,428 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$8.1M	4.4%	107,486 SH	New
VANGUARD WORLD FD	HEALTH CAR ETF	$244K	0.1%Prev: 0.2%	847 SH	Increased
VISA INC	COM CL A	$1.2M	0.6%Prev: 1.0%	3,371 SH	Decreased-556 SH
WISDOMTREE TR	FLOATNG RAT TREA	$6.6M	3.6%Prev: 5.5%	131,799 SH	Decreased-8,040 SH

Sold (vs prior filing)

ISHARES TR — $234K
LENNAR CORP — $468K
SELECT SECTOR SPDR TR — $359K
SELECT SECTOR SPDR TR — $206K
SELECT SECTOR SPDR TR — $338K
SELECT SECTOR SPDR TR — $450K
SPDR SERIES TRUST — $11.9M
SPDR SERIES TRUST — $743K
TWIST BIOSCIENCE CORP — $259K
UNITED PARCEL SERVICE INC — $695K
VANGUARD MALVERN FDS — $215K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 26, 2026	Q4 2025	13F-HR	0001754960-26-000115	$186.3M	View
Aug 27, 2025	Q4 2024	13F-HR	0001754960-25-000622	$127.8M	View
Oct 28, 2025	Q3 2025