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 Buckeye Partners, BND, ORCL, BSV, Shell Midstream Prtnrs master ltd part, VGSH, LYFT, SNPS.
- 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
Tip: Access up to 7 years of quarterly data
Positions held by Cypress Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
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 |
|
| Altria (MO) | 2.4 | $2.1M | 36k | 57.44 |
|
|
| 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 |
|
|
| Union Pacific Corporation (UNP) | 1.3 | $1.2M | 7.0k | 167.26 |
|
|
| Semgroup Corp cl a | 1.3 | $1.1M | -6% | 76k | 14.73 |
|
| 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 |
|
|
| 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 |
|
| Baidu (BIDU) | 0.9 | $757k | -2% | 4.6k | 164.78 |
|
| Mondelez Int (MDLZ) | 0.8 | $742k | 15k | 49.94 |
|
|
| Cisco Systems (CSCO) | 0.8 | $738k | -3% | 14k | 54.00 |
|
| Walt Disney Company (DIS) | 0.8 | $680k | 6.1k | 111.02 |
|
|
| iShares Dow Jones Select Dividend (DVY) | 0.8 | $657k | 6.7k | 98.13 |
|
|
| Bp Midstream Partners Lp Ltd P ml | 0.7 | $647k | +126% | 45k | 14.47 |
|
| Exxon Mobil Corporation (XOM) | 0.7 | $628k | -20% | 7.8k | 80.75 |
|
| Oneok (OKE) | 0.7 | $607k | 8.7k | 69.86 |
|
|
| Ishares Inc core msci emkt (IEMG) | 0.7 | $607k | 12k | 51.69 |
|
|
| Palo Alto Networks (PANW) | 0.7 | $583k | 2.4k | 243.02 |
|
|
| 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 |
|
|
| 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 |
|
| Vanguard REIT ETF (VNQ) | 0.4 | $345k | 4.0k | 86.92 |
|
|
| Alibaba Group Holding (BABA) | 0.4 | $341k | 1.9k | 182.45 |
|
|
| Abbott Laboratories (ABT) | 0.4 | $327k | -5% | 4.1k | 80.03 |
|
| General Electric Company | 0.3 | $297k | +14% | 30k | 9.99 |
|
| Jp Morgan Exchange Traded Fd ultra shrt etf (JMST) | 0.3 | $296k | 5.9k | 50.25 |
|
|
| Equitrans Midstream Corp (ETRN) | 0.3 | $285k | -24% | 13k | 21.80 |
|
| Dowdupont | 0.3 | $271k | +8% | 5.1k | 53.22 |
|
| Pepsi (PEP) | 0.3 | $256k | -25% | 2.1k | 122.66 |
|
| Amgen (AMGN) | 0.3 | $245k | 1.3k | 190.22 |
|
|
| Ishares Tr usa min vo (USMV) | 0.3 | $248k | 4.2k | 58.71 |
|
|
| Kraft Heinz (KHC) | 0.3 | $242k | +11% | 7.4k | 32.64 |
|
| Synopsys (SNPS) | 0.3 | $230k | NEW | 2.0k | 115.00 |
|
| Verizon Communications (VZ) | 0.2 | $217k | -14% | 3.7k | 59.18 |
|
| Oracle Corporation (ORCL) | 0.2 | $216k | NEW | 4.0k | 53.73 |
|
| Ida (IDA) | 0.2 | $222k | 2.2k | 99.73 |
|
|
| Comcast Corporation (CMCSA) | 0.2 | $210k | -39% | 5.2k | 40.03 |
|
| Coca-Cola Company (KO) | 0.2 | $209k | -27% | 4.5k | 46.76 |
|
| Hewlett-Packard Company | 0.2 | $201k | -8% | 10k | 19.42 |
|
| Hewlett Packard Enterprise (HPE) | 0.2 | $157k | -5% | 10k | 15.40 |
|
| Lloyds TSB (LYG) | 0.1 | $68k | 21k | 3.22 |
|
|
| Banco Santander (SAN) | 0.1 | $56k | 12k | 4.64 |
|
|
| AU Optronics | 0.1 | $40k | 11k | 3.68 |
|
|
| Nomura Holdings (NMR) | 0.1 | $43k | 12k | 3.62 |
|
|
| United Microelectronics (UMC) | 0.0 | $19k | -18% | 10k | 1.89 |
|
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