Cypress Wealth Advisors
Latest statistics and disclosures from Cypress Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VIG, ET, META, WMB, VGT, and represent 23.26% of Cypress Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: LYFT, Western Gas Partners, Buckeye Partners, ENLC, Shell Midstream Prtnrs master ltd part, KMI, GEL, VGSH, Antero Midstream Prtnrs Lp master ltd part, BND.
- Started 8 new stock positions in LYFT, SNPS, BSV, ORCL, VGSH, BND, Buckeye Partners, Shell Midstream Prtnrs master ltd part.
- Reduced shares in these 10 stocks: , VIG, TRGP, WMB, MPLX, ET, Enlink Midstream Ptrs, AMZN, EPD, .
- Sold out of its positions in BRK.B, COST, Enlink Midstream Ptrs, Google Inc Class C, PG, WESTERN GAS EQUITY Partners.
- Cypress Wealth Advisors was a net buyer of stock by $4.3M.
- Cypress Wealth Advisors has $87M in assets under management (AUM), dropping by 20.07%.
- Central Index Key (CIK): 0001461564
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Portfolio Holdings for Cypress Wealth Advisors
Cypress Wealth Advisors holds 80 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF (VIG) | 6.2 | $5.5M | -17% | 50k | 109.64 |
|
| Energy Transfer Equity (ET) | 5.0 | $4.4M | -7% | 283k | 15.37 |
|
| Facebook Inc cl a (META) | 4.8 | $4.2M | 25k | 166.71 |
|
|
| Williams Companies (WMB) | 3.8 | $3.4M | -17% | 117k | 28.72 |
|
| Vanguard Information Technology ETF (VGT) | 3.4 | $3.0M | -6% | 15k | 200.66 |
|
| Enterprise Products Partners (EPD) | 3.4 | $2.9M | -7% | 101k | 29.10 |
|
| Philip Morris International (PM) | 3.2 | $2.8M | -2% | 32k | 88.40 |
|
| Enlink Midstream (ENLC) | 3.2 | $2.8M | +109% | 220k | 12.78 |
|
| Western Gas Partners | 2.9 | $2.5M | +529% | 80k | 31.36 |
|
| Lyft (LYFT) | 2.8 | $2.4M | NEW | 31k | 78.30 |
|
| Pfizer (PFE) | 2.4 | $2.1M | -2% | 49k | 42.46 |
|
| Genesis Energy (GEL) | 2.4 | $2.1M | +40% | 89k | 23.30 |
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| Altria (MO) | 2.4 | $2.1M | 36k | 57.44 |
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| Plains Gp Hldgs L P shs a rep ltpn | 2.0 | $1.8M | -4% | 72k | 24.92 |
|
| Buckeye Partners | 2.0 | $1.7M | NEW | 51k | 34.02 |
|
| Plains All American Pipeline (PAA) | 2.0 | $1.7M | +27% | 71k | 24.51 |
|
| Targa Res Corp (TRGP) | 2.0 | $1.7M | -30% | 41k | 41.54 |
|
| Mplx (MPLX) | 1.9 | $1.7M | -24% | 51k | 32.89 |
|
| Alerian Mlp Etf | 1.8 | $1.6M | +7% | 155k | 10.03 |
|
| Microsoft Corporation (MSFT) | 1.7 | $1.5M | -13% | 13k | 117.96 |
|
| Magellan Midstream Partners | 1.7 | $1.5M | -8% | 24k | 60.65 |
|
| Apple (AAPL) | 1.6 | $1.4M | -9% | 7.5k | 189.93 |
|
| Johnson & Johnson (JNJ) | 1.6 | $1.4M | -11% | 10k | 139.83 |
|
| Bristol Myers Squibb (BMY) | 1.6 | $1.4M | 30k | 47.70 |
|
|
| 3M Company (MMM) | 1.6 | $1.4M | 6.5k | 207.77 |
|
|
| Alexandria Real Estate Equities (ARE) | 1.4 | $1.2M | +12% | 8.8k | 142.55 |
|
| Antero Midstream Prtnrs Lp master ltd part | 1.4 | $1.2M | +80% | 91k | 13.78 |
|
| Chevron Corporation (CVX) | 1.4 | $1.2M | 10k | 123.14 |
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| Union Pacific Corporation (UNP) | 1.3 | $1.2M | 7.0k | 167.26 |
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| Semgroup Corp cl a | 1.3 | $1.1M | -6% | 76k | 14.73 |
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| Phillips 66 Partners | 1.2 | $1.1M | -15% | 21k | 52.37 |
|
| Kinder Morgan (KMI) | 1.2 | $1.1M | +131% | 53k | 20.00 |
|
| Shell Midstream Prtnrs master ltd part | 1.1 | $981k | NEW | 48k | 20.46 |
|
| Merck & Co (MRK) | 1.1 | $937k | 11k | 83.18 |
|
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| Amazon (AMZN) | 1.0 | $846k | -27% | 475.00 | 1781.05 |
|
| Intel Corporation (INTC) | 0.9 | $781k | -7% | 15k | 53.68 |
|
| ProShares Credit Suisse 130/30 (CSM) | 0.9 | $782k | -6% | 11k | 68.44 |
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| Baidu (BIDU) | 0.9 | $757k | -2% | 4.6k | 164.78 |
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| Mondelez Int (MDLZ) | 0.8 | $742k | 15k | 49.94 |
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| Cisco Systems (CSCO) | 0.8 | $738k | -3% | 14k | 54.00 |
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| Walt Disney Company (DIS) | 0.8 | $680k | 6.1k | 111.02 |
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| iShares Dow Jones Select Dividend (DVY) | 0.8 | $657k | 6.7k | 98.13 |
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| Bp Midstream Partners Lp Ltd P ml | 0.7 | $647k | +126% | 45k | 14.47 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $628k | -20% | 7.8k | 80.75 |
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| Oneok (OKE) | 0.7 | $607k | 8.7k | 69.86 |
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| Ishares Inc core msci emkt (IEMG) | 0.7 | $607k | 12k | 51.69 |
|
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| Palo Alto Networks (PANW) | 0.7 | $583k | 2.4k | 243.02 |
|
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| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.7 | $564k | NEW | 9.3k | 60.45 |
|
| International Business Machines (IBM) | 0.6 | $543k | -6% | 3.9k | 141.00 |
|
| Vanguard Short-Term Bond ETF (BSV) | 0.6 | $506k | NEW | 6.4k | 79.69 |
|
| Vanguard Total Bond Market ETF (BND) | 0.6 | $508k | NEW | 9.1k | 55.82 |
|
| Workday Inc cl a (WDAY) | 0.6 | $477k | 2.5k | 193.04 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.5 | $461k | 3.7k | 123.86 |
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| Wells Fargo & Company (WFC) | 0.5 | $435k | -9% | 9.0k | 48.27 |
|
| 0.5 | $438k | -23% | 372.00 | 1177.42 |
|
|
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.5 | $424k | -6% | 8.0k | 52.85 |
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| Vanguard REIT ETF (VNQ) | 0.4 | $345k | 4.0k | 86.92 |
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| Alibaba Group Holding (BABA) | 0.4 | $341k | 1.9k | 182.45 |
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| Abbott Laboratories (ABT) | 0.4 | $327k | -5% | 4.1k | 80.03 |
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| General Electric Company | 0.3 | $297k | +14% | 30k | 9.99 |
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| Jp Morgan Exchange Traded Fd ultra shrt etf (JMST) | 0.3 | $296k | 5.9k | 50.25 |
|
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| Equitrans Midstream Corp (ETRN) | 0.3 | $285k | -24% | 13k | 21.80 |
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| Dowdupont | 0.3 | $271k | +8% | 5.1k | 53.22 |
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| Pepsi (PEP) | 0.3 | $256k | -25% | 2.1k | 122.66 |
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| Amgen (AMGN) | 0.3 | $245k | 1.3k | 190.22 |
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| Ishares Tr usa min vo (USMV) | 0.3 | $248k | 4.2k | 58.71 |
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| Kraft Heinz (KHC) | 0.3 | $242k | +11% | 7.4k | 32.64 |
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| Synopsys (SNPS) | 0.3 | $230k | NEW | 2.0k | 115.00 |
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| Verizon Communications (VZ) | 0.2 | $217k | -14% | 3.7k | 59.18 |
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| Oracle Corporation (ORCL) | 0.2 | $216k | NEW | 4.0k | 53.73 |
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| Ida (IDA) | 0.2 | $222k | 2.2k | 99.73 |
|
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| Comcast Corporation (CMCSA) | 0.2 | $210k | -39% | 5.2k | 40.03 |
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| Coca-Cola Company (KO) | 0.2 | $209k | -27% | 4.5k | 46.76 |
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| Hewlett-Packard Company | 0.2 | $201k | -8% | 10k | 19.42 |
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| Hewlett Packard Enterprise (HPE) | 0.2 | $157k | -5% | 10k | 15.40 |
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| Lloyds TSB (LYG) | 0.1 | $68k | 21k | 3.22 |
|
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| Banco Santander (SAN) | 0.1 | $56k | 12k | 4.64 |
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| AU Optronics | 0.1 | $40k | 11k | 3.68 |
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| Nomura Holdings (NMR) | 0.1 | $43k | 12k | 3.62 |
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| United Microelectronics (UMC) | 0.0 | $19k | -18% | 10k | 1.89 |
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Past Filings by Cypress Wealth Advisors
SEC 13F filings are viewable for Cypress Wealth Advisors going back to 2015
- Cypress Wealth Advisors 2019 Q1 filed May 17, 2019
- Cypress Wealth Advisors 2018 Q4 filed Feb. 14, 2019
- Cypress Wealth Advisors 2018 Q3 filed Nov. 14, 2018
- Cypress Wealth Advisors 2018 Q2 filed Aug. 14, 2018
- Cypress Wealth Advisors 2018 Q1 filed May 16, 2018
- Cypress Wealth Advisors 2017 Q4 filed Feb. 15, 2018
- Cypress Wealth Advisors 2017 Q3 filed Nov. 15, 2017
- Cypress Wealth Advisors 2017 Q2 filed Aug. 16, 2017
- Cypress Wealth Advisors 2017 Q1 filed May 16, 2017
- Cypress Wealth Advisors 2016 Q4 filed Feb. 15, 2017
- Cypress Wealth Advisors 2016 Q3 filed Nov. 15, 2016
- Cypress Wealth Advisors 2016 Q2 filed Aug. 16, 2016
- Cypress Wealth Advisors 2016 Q1 filed May 12, 2016
- Cypress Wealth Advisors 2015 Q4 filed Feb. 12, 2016
- Cypress Wealth Advisors 2015 Q3 filed Nov. 16, 2015
- Cypress Wealth Advisors 2015 Q2 amended filed Aug. 24, 2015