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 September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Dividend Appreciation ETF (VIG) 17.22 112433 -12% 94.79
Facebook Inc cl a 8.06 29190 -29% 170.88
Philip Morris International (PM) 5.84 32577 111.00
Vanguard Information Technology ETF (VGT) 5.63 22911 -11% 151.98
Altria (MO) 3.73 36346 63.42
Vanguard REIT ETF (VNQ) 3.32 24715 -18% 83.11
Bristol Myers Squibb (BMY) 3.04 29529 +33% 63.73
Pfizer (PFE) 2.95 51168 35.71
Johnson & Johnson (JNJ) 2.64 12582 130.03
Apple (AAPL) 2.56 10264 -12% 154.13
ProShares Credit Suisse 130/30 (CSM) 2.46 24340 -35% 62.53
3M Company (MMM) 2.28 6734 209.83
Microsoft Corporation (MSFT) 2.16 17957 74.51
Chevron Corporation (CVX) 2.08 10958 -4% 117.54
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 1.85 10848 -65% 105.37
Baidu (BIDU) 1.70 4246 247.76
Doubleline Total Etf etf 1.65 20753 -61% 49.29
Ishares Inc core msci emkt 1.51 17267 -17% 54.03
Exxon Mobil Corporation (XOM) 1.44 10903 82.00
SPDR S&P; 500 ETF (SPY) 1.43 3514 -57% 251.28
Union Pacific Corporation (UNP) 1.32 7055 115.95
Merck & Co (MRK) 1.30 12544 64.01
Intel Corporation (INTC) 1.15 18625 -16% 38.07
General Electric Company (GE) 1.09 27870 -8% 24.18
Walt Disney Company (DIS) 1.04 6543 -27% 98.58
Mondelez Int 1.01 15337 -5% 40.69
Cisco Systems (CSCO) 1.00 18308 -25% 33.65
Amazon (AMZN) 0.97 622 +4% 961.41
International Business Machines (IBM) 0.95 4061 -5% 145.04
Google (GOOG) 0.89 566 -11% 973.50
Kraft Heinz 0.89 7110 -2% 77.50
Wells Fargo & Company (WFC) 0.79 8858 -14% 55.20
Oracle Corporation (ORCL) 0.75 9564 -60% 48.31
iShares S&P; 500 Index (IVV) 0.73 1778 -66% 253.09
Coca-Cola Company (KO) 0.70 9693 -4% 44.98
Kimberly-Clark Corporation (KMB) 0.70 3706 117.65
Pepsi (PEP) 0.65 3597 -26% 111.48
iShares Russell 2000 Index (IWM) 0.65 2714 -58% 148.12
Comcast Corporation (CMCSA) 0.61 9752 -5% 38.45
Dowdupont Inc 0.57 5099 NEW 69.23
Palo Alto Networks 0.56 2399 -23% 144.23
Ishares Tr usa min vo 0.53 6539 -66% 50.31
American Express Company (AXP) 0.51 3512 -3% 90.55
Enterprise Products Partners 0.51 12100 -28% 26.03
JPMorgan Chase & Co. (JPM) 0.49 3171 -35% 95.55
Costco Wholesale Corporation (COST) 0.49 1851 -3% 164.24
Berkshire Hathaway (BRK.A) 0.44 100 2750.00
Workday Inc cl a 0.42 2471 -27% 105.22
Alibaba Group Holding Ltd Spon 0.42 1517 172.71
Verizon Communications (VZ) 0.41 5078 +7% 49.43
Abbott Laboratories (ABT) 0.40 4691 53.29
Amgen (AMGN) 0.39 1288 -6% 186.34
Home Depot (HD) 0.38 1458 163.24
Hewlett-Packard Company (HPQ) 0.38 11706 +2% 19.99
Targa Res Corp 0.37 4867 -37% 47.26
Google Inc Class C 0.36 234 -10% 957.26
iShares MSCI Emerging Markets Indx (EEM) 0.34 4728 NEW 44.84
Energy Transfer Equity (ETE) 0.34 12275 -40% 17.35
Procter & Gamble Company (PG) 0.33 2229 NEW 91.07
Hewlett Packard Enterprise 0.25 10355 14.68
Banco Santander, S.A. (STD) 0.14 12784 -13% 6.96
SouFun Holdings (SFUN) 0.11 17500 4.06
United Microelectronics (UMC) 0.10 23786 +16% 2.48

Past 13F-HR SEC Filings by Cypress Wealth Advisors

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