Cypress Wealth Advisors

Latest statistics and disclosures from Cypress Wealth Advisors's latest quarterly 13F-HR filing:

Companies in the Cypress Wealth Advisors portfolio as of June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Dividend Appreciation ETF (VIG) 13.93 129014 -29% 92.67
Facebook Inc cl a 7.28 41369 -34% 150.98
Philip Morris International (PM) 4.46 32577 -2% 117.44
Vanguard Information Technology ETF (VGT) 4.27 26011 -36% 140.83
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 3.91 31825 -63% 105.29
Square Inc cl a 3.27 107747 +71% 26.01
Altria (MO) 3.19 36741 -2% 74.47
Doubleline Total Etf etf 3.06 53290 -58% 49.20
Vanguard REIT ETF (VNQ) 2.93 30253 -55% 83.23
ProShares Credit Suisse 130/30 (CSM) 2.65 37833 -49% 60.13
SPDR S&P; 500 ETF (SPY) 2.31 8201 -43% 241.80
Pfizer (PFE) 1.98 50507 -24% 33.60
Johnson & Johnson (JNJ) 1.97 12792 -58% 132.27
Apple (AAPL) 1.97 11764 -63% 144.00
3M Company (MMM) 1.63 6728 -45% 208.23
Vanguard Total Stock Market ETF (VTI) 1.58 10893 -4% 124.48
iShares S&P; 500 Index (IVV) 1.51 5317 -31% 243.37
Bristol Myers Squibb (BMY) 1.44 22149 -36% 55.71
Microsoft Corporation (MSFT) 1.43 17750 -67% 68.96
Oracle Corporation (ORCL) 1.41 24054 -36% 50.14
Chevron Corporation (CVX) 1.39 11441 -50% 104.36
iShares Russell 2000 Index (IWM) 1.28 6499 -66% 168.49
Ishares Inc core msci emkt 1.22 20934 -35% 50.06
Ishares Tr usa min vo 1.13 19758 -79% 48.94
Walt Disney Company (DIS) 1.12 9037 -31% 106.23
Exxon Mobil Corporation (XOM) 1.01 10723 -48% 80.76
General Electric Company (GE) 0.96 30597 -28% 27.00
Merck & Co (MRK) 0.95 12692 -55% 64.06
Union Pacific Corporation (UNP) 0.91 7157 -17% 108.84
Cisco Systems (CSCO) 0.90 24600 -48% 31.30
Intel Corporation (INTC) 0.88 22296 -48% 33.73
Baidu (BIDU) 0.88 4246 178.76
Mondelez Int 0.81 16178 -24% 43.21
iShares Russell 1000 Growth Index (IWF) 0.78 5631 118.98
International Business Machines (IBM) 0.77 4319 -30% 153.74
Vanguard FTSE All-World ex-US ETF (VEU) 0.76 13081 -71% 50.00
iShares S&P; SmallCap 600 Index (IJR) 0.74 9036 -26% 70.16
Kraft Heinz 0.73 7279 -13% 85.59
Google (GOOG) 0.69 637 -58% 929.36
Wells Fargo & Company (WFC) 0.67 10308 -42% 55.39
Amazon (AMZN) 0.67 598 -65% 968.23
Pepsi (PEP) 0.66 4913 -72% 115.41
Kimberly-Clark Corporation (KMB) 0.56 3733 -20% 129.12
PowerShares QQQ Trust, Series 1 (QQQQ) 0.55 3460 -27% 137.57
Enterprise Products Partners 0.54 17000 -76% 27.06
Coca-Cola Company (KO) 0.53 10179 -23% 44.90
JPMorgan Chase & Co. (JPM) 0.52 4918 -51% 91.50
Jp Morgan Alerian Mlp Index 0.52 15080 -23% 29.71
Palo Alto Networks 0.49 3154 +3% 133.80
Comcast Corporation (CMCSA) 0.47 10300 -32% 38.93
Energy Transfer Equity (ETE) 0.43 20575 -79% 17.98
iShares Russell 1000 Value Index (IWD) 0.41 2992 116.31
Vanguard Health Care ETF (VHT) 0.41 2365 147.57
Targa Res Corp 0.41 7800 -79% 45.26
iShares MSCI EAFE Index Fund (EFA) 0.40 5290 -29% 65.22
Workday Inc cl a 0.38 3388 97.11
Ishares Tr eafe min volat 0.37 4559 -39% 69.31
American Express Company (AXP) 0.36 3624 -55% 84.16
Costco Wholesale Corporation (COST) 0.36 1927 -59% 159.83
VCA Antech (WOOF) 0.35 3250 92.31
Enlink Midstream 0.33 16250 -79% 17.60
Williams Companies (WMB) 0.31 8725 -82% 30.26
E.I. du Pont de Nemours & Company (DD) 0.30 3154 -55% 80.85
Berkshire Hathaway (BRK.A) 0.30 100 -66% 2550.00
Vanguard Materials ETF (VAW) 0.30 2096 121.66
Berkshire Hathaway (BRK.B) 0.28 1395 -76% 169.18
Amgen (AMGN) 0.28 1375 -48% 172.36
Google Inc Class C 0.28 260 -83% 907.69
Abbott Laboratories (ABT) 0.27 4722 -12% 48.71
WESTERN GAS EQUITY Partners 0.27 5400 -79% 42.96
Taiwan Semiconductor Mfg (TSM) 0.26 6475 -59% 34.90
Home Depot (HD) 0.26 1436 -65% 153.20
Travelers Companies (TRV) 0.26 1761 -61% 126.63
Shell Midstream Prtnrs master ltd part 0.26 7375 -80% 30.24
PPG Industries (PPG) 0.25 1963 -4% 110.04
Alibaba Group Holding Ltd Spon 0.25 1517 NEW 141.07
Verizon Communications (VZ) 0.24 4712 -47% 44.57
Genesis Energy (GEL) 0.24 6625 -79% 31.70
Ishares Core Msci Eafe Etf core msci eafe 0.24 3430 -62% 60.93
Hewlett-Packard Company (HPQ) 0.23 11374 -40% 17.50
Hewlett Packard Enterprise 0.20 10344 -40% 16.63
Banco Santander, S.A. (STD) 0.11 14723 -73% 6.66
SouFun Holdings (SFUN) 0.08 17500 3.71
United Microelectronics (UMC) 0.06 20457 -77% 2.44

Past 13F-HR SEC Filings by Cypress Wealth Advisors

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