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 March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Dividend Appreciation ETF (VIG) 6.25 49837 -17% 109.64
Energy Transfer Equity (ETE) 4.98 283225 -7% 15.37
Facebook Inc cl a 4.78 25056 166.71
Williams Companies (WMB) 3.84 116918 -17% 28.72
Vanguard Information Technology ETF (VGT) 3.41 14836 -6% 200.66
Enterprise Products Partners 3.37 101250 -7% 29.10
Philip Morris International (PM) 3.23 31980 -2% 88.40
Enlink Midstream 3.22 220000 +109% 12.78
Western Gas Partners (WES) 2.85 79475 +529% 31.36
Lyft Inc 2.80 31200 NEW 78.30
Pfizer (PFE) 2.40 49339 -2% 42.46
Genesis Energy (GEL) 2.38 89300 +40% 23.30
Altria (MO) 2.35 35725 57.44
Plains Gp Hldgs L P shs a rep ltpn 2.05 71875 -4% 24.92
Buckeye Partners (BPL) 1.99 51175 NEW 34.02
Plains All American Pipeline (PAA) 1.99 70800 +27% 24.51
Targa Res Corp 1.97 41425 -30% 41.54
Mplx 1.93 51200 -24% 32.89
Alerian Mlp Etf(amlp) 1.78 155352 +7% 10.03
Microsoft Corporation (MSFT) 1.73 12793 -13% 117.96
Magellan Midstream Partners (MMP) 1.66 23925 -8% 60.65
Apple (AAPL) 1.62 7450 -9% 189.93
Johnson & Johnson (JNJ) 1.61 10041 -11% 139.83
Bristol Myers Squibb (BMY) 1.61 29456 47.70
3M Company (MMM) 1.56 6541 207.77
Alexandria Real Estate Equities (ARE) 1.43 8762 +12% 142.55
Antero Midstream Prtnrs Lp master ltd part 1.43 90511 +80% 13.78
Chevron Corporation (CVX) 1.41 9972 123.14
Union Pacific Corporation (UNP) 1.34 7019 167.26
Semgroup Corp cl a 1.28 76150 -6% 14.73
Phillips 66 Partners 1.24 20700 -15% 52.37
Kinder Morgan Inc. 1.22 53438 +131% 20.00
Shell Midstream Prtnrs master ltd part 1.12 47950 NEW 20.46
Merck & Co (MRK) 1.07 11265 83.18
Amazon (AMZN) 0.97 475 -27% 1781.05
Intel Corporation (INTC) 0.89 14549 -7% 53.68
ProShares Credit Suisse 130/30 (CSM) 0.89 11426 -6% 68.44
Baidu (BIDU) 0.87 4594 -2% 164.78
Mondelez Int 0.85 14859 49.94
Cisco Systems (CSCO) 0.84 13667 -3% 54.00
Walt Disney Company (DIS) 0.78 6125 111.02
iShares Dow Jones Select Dividend (DVY) 0.75 6695 98.13
Bp Midstream Partners Lp Ltd P ml 0.74 44725 +126% 14.47
Exxon Mobil Corporation (XOM) 0.72 7777 -20% 80.75
ONEOK (OKE) 0.69 8689 69.86
Ishares Inc core msci emkt 0.69 11744 51.69
Palo Alto Networks 0.67 2399 243.02
Vanguard Sht Term Govt Bond ETF (VGSH) 0.65 9330 NEW 60.45
International Business Machines (IBM) 0.62 3851 -6% 141.00
Vanguard Short-Term Bond ETF (BSV) 0.58 6350 NEW 79.69
Vanguard Total Bond Market ETF (BND) 0.58 9100 NEW 55.82
Workday Inc cl a 0.55 2471 193.04
Kimberly-Clark Corporation (KMB) 0.53 3722 123.86
Wells Fargo & Company (WFC) 0.50 9011 -9% 48.27
Google (GOOG) 0.50 372 -23% 1177.42
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 0.49 8022 -6% 52.85
Vanguard REIT ETF (VNQ) 0.39 3969 86.92
Alibaba Group Holding Ltd Spon 0.39 1869 182.45
Abbott Laboratories (ABT) 0.37 4086 -5% 80.03
General Electric Company (GE) 0.34 29731 +14% 9.99
Jp Morgan Exchange Traded Fd ultra shrt etf 0.34 5890 50.25
Equitrans Midstream Corp 0.33 13075 -24% 21.80
Dowdupont Inc 0.31 5092 +8% 53.22
Pepsi (PEP) 0.29 2087 -25% 122.66
Amgen (AMGN) 0.28 1288 190.22
Ishares Tr usa min vo 0.28 4224 58.71
Kraft Heinz 0.28 7415 +11% 32.64
Synopsys (SNPS) 0.26 2000 NEW 115.00
Verizon Communications (VZ) 0.25 3667 -14% 59.18
Oracle Corporation (ORCL) 0.25 4020 NEW 53.73
IDA (IDA) 0.25 2226 99.73
Comcast Corporation (CMCSA) 0.24 5246 -39% 40.03
Coca-Cola Company (KO) 0.24 4470 -27% 46.76
Hewlett-Packard Company (HPQ) 0.23 10352 -8% 19.42
Hewlett Packard Enterprise 0.18 10197 -5% 15.40
Lloyds TSB (LYG) 0.08 21147 3.22
Banco Santander, S.A. (STD) 0.06 12063 4.64
AU Optronics (AUO) 0.05 10883 3.68
Nomura Holdings (NMR) 0.05 11869 3.62
United Microelectronics (UMC) 0.02 10043 -18% 1.89

Past 13F-HR SEC Filings by Cypress Wealth Advisors

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