Cypress Wealth Advisors

Cypress Wealth Advisors as of Sept. 30, 2015

Portfolio Holdings for Cypress Wealth Advisors

Cypress Wealth Advisors holds 183 positions in its portfolio as reported in the September 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Specialized Portfol Div App Etf (VIG) 9.1 $17M 229k 73.74
Ishares 1-3 Yr Cr Bd Etf (IGSB) 6.8 $13M 120k 105.13
Gap (GAP) 5.4 $10M 349k 28.50
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 3.7 $6.9M 139k 49.52
Ishares Tr Core Msci Emkt (IEMG) 3.4 $6.3M 158k 39.89
Facebook Inc cl a (META) 3.4 $6.2M 69k 89.90
Ishares Tr Core S&p500 Etf (IVV) 2.8 $5.1M 27k 192.69
Ishares Tr Msci Eafe Etf (EFA) 2.1 $3.9M 68k 57.32
Apple (AAPL) 2.0 $3.6M 33k 110.29
Ishares Tr Usa Min Vol Etf (USMV) 1.9 $3.5M 88k 39.59
ProShares Credit Suisse 130/30 (CSM) 1.7 $3.1M 67k 46.17
Philip Morris International (PM) 1.5 $2.8M 35k 79.32
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $2.6M 14k 191.64
Ishares Tr Russell 2000 Etf (IWM) 1.4 $2.5M 23k 109.19
Vanguard Intl Equity Index Fds Allwrld Ex Us (VEU) 1.2 $2.2M 51k 42.63
Altria (MO) 1.2 $2.1M 39k 54.41
Vanguard World Fds Inf Tech Etf (VGT) 1.1 $2.1M 21k 100.01
Johnson & Johnson (JNJ) 1.1 $2.1M 23k 93.33
Microsoft Corporation (MSFT) 1.1 $2.0M 45k 44.27
Bristol Myers Squibb (BMY) 1.0 $1.8M 31k 59.20
Ishares Tr Core Msci Eafe (IEFA) 0.9 $1.7M 33k 52.80
Chevron Corporation (CVX) 0.9 $1.7M 22k 78.88
Pepsi (PEP) 0.9 $1.6M 17k 94.30
Pfizer (PFE) 0.9 $1.6M 51k 31.41
Williams Companies (WMB) 0.8 $1.5M 42k 36.85
Enterprise Products Partners (EPD) 0.8 $1.4M 58k 24.89
Exxon Mobil Corporation (XOM) 0.7 $1.4M 18k 74.34
Oracle Corporation (ORCL) 0.7 $1.3M 37k 36.13
UnitedHealth (UNH) 0.7 $1.3M 11k 115.97
Vanguard Index Fds Total Stk Mkt (VTI) 0.7 $1.3M 13k 98.71
Shell Midstream Partners Unit Ltd Int 0.7 $1.2M 42k 29.43
Energy Transfer Equity Com Ut Ltd Ptn (ET) 0.7 $1.2M 59k 20.80
3M Company (MMM) 0.7 $1.2M 8.6k 141.80
Genesis Energy Unit Ltd Partn (GEL) 0.6 $1.2M 31k 38.33
Cisco Systems (CSCO) 0.6 $1.2M 44k 26.25
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.6 $1.1M 38k 30.39
Novartis A G Sponsored Adr (NVS) 0.6 $1.1M 12k 91.89
Merck & Co (MRK) 0.6 $1.1M 22k 49.39
Sunoco Logistics Prtnrs Com Units 0.6 $1.1M 37k 28.66
Google Inc Class C 0.6 $1.1M 1.7k 608.22
Walt Disney Company (DIS) 0.5 $996k 9.7k 102.23
Berkshire Hathaway (BRK.B) 0.5 $985k 7.6k 130.39
Indexiq Etf Tr Hedge Mlti Etf (QAI) 0.5 $974k 34k 28.79
Enlink Midstream Com Unit Rep Ltd (ENLC) 0.5 $939k 51k 18.29
Magellan Midstream Prtnrs Com Unit Rp Lp 0.5 $924k 15k 60.12
General Electric Company 0.5 $921k 37k 25.22
Intel Corporation (INTC) 0.5 $918k 31k 30.13
Western Gas Equity Partners Comunt Ltd Pt 0.5 $849k 22k 39.44
Mondelez Int (MDLZ) 0.5 $849k 20k 41.86
International Business Machines (IBM) 0.5 $848k 5.9k 144.93
Ishares Tr Eafe Min Vol Etf (EFAV) 0.4 $821k 13k 62.35
Ishares Tr Global Reit Etf (REET) 0.4 $808k 34k 24.13
Ishares Gold Trust Ishares 0.4 $796k 74k 10.78
Procter & Gamble Company (PG) 0.4 $777k 11k 71.97
Targa Res Corp (TRGP) 0.4 $762k 15k 51.49
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $733k 20k 35.93
Google 0.4 $732k 1.1k 638.19
Buckeye Partners Unt Ltd Partn 0.4 $714k 12k 59.25
Ishares Mbs Etf (MBB) 0.4 $700k 6.4k 109.68
Amazon (AMZN) 0.4 $696k 1.4k 511.76
American Express Company (AXP) 0.4 $695k 9.4k 74.17
Ishares Tr Em Hghyl Bd Etf (EMHY) 0.4 $667k 15k 45.20
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.4 $654k 14k 45.78
Costco Wholesale Corporation (COST) 0.3 $643k 4.4k 144.66
Phillips 66 Partners Com Unit Rep Int 0.3 $636k 13k 49.26
Eqt Midstream Partners Unit Ltd Partn 0.3 $610k 9.2k 66.30
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $605k 19k 32.79
At&t (T) 0.3 $594k 18k 32.59
Vanguard Index Fds Reit Etf (VNQ) 0.3 $588k 7.8k 75.60
Kraft Heinz (KHC) 0.3 $571k 8.1k 70.63
Valero Energy Partners Com Unt Rep Lp 0.3 $570k 13k 44.19
Schlumberger (SLB) 0.3 $566k 8.2k 68.92
Wells Fargo & Company (WFC) 0.3 $564k 11k 51.37
Alps Etf Tr Alerian Mlp 0.3 $550k 44k 12.48
EOG Resources (EOG) 0.3 $547k 7.5k 72.76
Linkedin Corp 0.3 $536k 2.8k 190.27
Kimberly-Clark Corporation (KMB) 0.3 $534k 4.9k 108.98
Mastercard Cl A (MA) 0.3 $534k 5.9k 90.20
Indexiq Etf Tr Iq Glb Res Etf 0.3 $531k 25k 20.99
JPMorgan Chase & Co. (JPM) 0.3 $531k 8.7k 60.97
Baidu (BIDU) 0.3 $530k 3.9k 137.38
Antero Midstream Partners Unt Ltd Partn 0.3 $527k 30k 17.86
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $524k 5.6k 93.06
Palo Alto Networks (PANW) 0.3 $523k 3.0k 171.98
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $518k 4.9k 106.67
Charles Schwab Corporation (SCHW) 0.3 $516k 18k 28.58
Verizon Communications (VZ) 0.3 $512k 12k 43.54
Vtti Energy Partners Com Unit Rp Lt 0.3 $488k 25k 19.58
Accenture Plc Ireland Shs Class A (ACN) 0.3 $486k 5.0k 98.16
Powershares Qqq Trust Unit Ser 1 0.3 $486k 4.8k 101.87
Hewlett-Packard Company 0.3 $485k 19k 25.62
Western Gas Partners Com Unit Lp In 0.3 $484k 10k 46.85
Amdocs SHS (DOX) 0.3 $475k 8.4k 56.88
MFA Mortgage Investments 0.3 $466k 69k 6.81
Canon Sponsored Adr (CAJPY) 0.3 $465k 16k 29.00
Check Point Software Tech Lt Ord (CHKP) 0.2 $458k 5.8k 79.31
Ntt Docomo Sponsored Adr 0.2 $458k 27k 16.88
Nippon Teleg & Tel Corp Sponsored Adr (NTTYY) 0.2 $448k 13k 35.28
Ishares Tr Em Mk Minvol Etf (EEMV) 0.2 $441k 8.9k 49.82
Ega Emerging Global Shs Tr Egs Emktcons Etf 0.2 $440k 20k 21.71
Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.2 $436k 52k 8.37
Travelers Companies (TRV) 0.2 $434k 4.4k 99.50
Jpmorgan Chase & Co Alerian Ml Etn 0.2 $432k 14k 30.38
Ace SHS 0.2 $432k 4.2k 103.30
Chunghwa Telecom Spon Adr New11 (CHT) 0.2 $391k 13k 30.20
Berkshire Hathaway (BRK.A) 0.2 $390k 200.00 1950.00
Danaher Corporation (DHR) 0.2 $389k 4.6k 85.14
Cibc Cad (CM) 0.2 $387k 5.4k 71.97
Allied Wrld Assur Com Hldg A SHS 0.2 $375k 9.8k 38.15
Home Depot (HD) 0.2 $366k 3.2k 115.64
Gilead Sciences (GILD) 0.2 $366k 3.7k 98.15
Eqt Gp Hldgs Com Unit Rep 0.2 $358k 16k 22.77
Unilever N V N Y Shs New 0.2 $354k 8.8k 40.17
CVS Caremark Corporation (CVS) 0.2 $351k 3.6k 96.56
Plains Gp Hldgs Shs A Rep Ltpn 0.2 $347k 20k 17.48
E.I. du Pont de Nemours & Company 0.2 $330k 6.9k 48.16
Shire Sponsored Adr 0.2 $327k 1.6k 205.14
HCC Insurance Holdings 0.2 $327k 4.2k 77.36
MPLX Com Unit Rep Ltd (MPLX) 0.2 $323k 8.5k 38.22
Sanofi Sponsored Adr (SNY) 0.2 $322k 6.8k 47.53
Bhp Billiton Sponsored Adr (BHP) 0.2 $321k 10k 31.65
MarketAxess Holdings (MKTX) 0.2 $320k 3.5k 92.75
China Mobile Sponsored Adr 0.2 $313k 5.3k 59.51
Amgen (AMGN) 0.2 $309k 2.2k 138.13
Relx Nv Sponsored Adr 0.2 $304k 19k 16.47
Toyota Motor Corp Sp Adr Rep2com (TM) 0.2 $299k 2.6k 117.21
Ishares Eafe Sml Cp Etf (SCZ) 0.2 $295k 6.2k 47.85
Comcast Corporation (CMCSA) 0.2 $294k 5.2k 56.79
Texas Instruments Incorporated (TXN) 0.2 $291k 5.9k 49.58
American National Insurance Company 0.2 $291k 3.0k 97.78
McDonald's Corporation (MCD) 0.2 $291k 3.0k 98.38
Targa Resources Partners Com Unit 0.2 $290k 10k 29.00
Zimmer Holdings (ZBH) 0.2 $288k 3.1k 93.81
Semgroup Corp Cl A 0.2 $285k 6.6k 43.18
Wp Carey (WPC) 0.2 $282k 4.9k 57.86
Time Warner 0.2 $280k 4.1k 68.78
Alaska Air (ALK) 0.2 $280k 3.5k 79.41
Westpac Bkg Corp Sponsored Adr 0.2 $279k 13k 21.05
TJX Companies (TJX) 0.1 $277k 3.9k 71.32
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $276k 3.0k 93.18
Coca-Cola Company (KO) 0.1 $268k 6.7k 40.11
Spdr Index Shs Fds Dj Intl Rl Etf (RWX) 0.1 $266k 6.7k 39.41
West Pharmaceutical Services (WST) 0.1 $262k 4.8k 54.05
Lancaster Colony (MZTI) 0.1 $261k 2.7k 97.35
Smith & Nephew Spdn Adr (SNN) 0.1 $259k 7.4k 35.04
Boeing Company (BA) 0.1 $257k 2.0k 130.92
Spdr Series Trust S&p Divid Etf (SDY) 0.1 $256k 3.5k 72.23
AGL Resources 0.1 $254k 4.2k 61.06
Public Service Enterprise (PEG) 0.1 $251k 6.0k 42.10
ConocoPhillips (COP) 0.1 $247k 5.2k 47.92
AFLAC Incorporated (AFL) 0.1 $243k 4.2k 58.11
Ecolab (ECL) 0.1 $243k 2.2k 109.91
SLM Corporation (SLM) 0.1 $240k 11k 22.86
Synaptics, Incorporated (SYNA) 0.1 $238k 2.9k 82.44
AmerisourceBergen (COR) 0.1 $235k 2.5k 94.83
Workday Inc cl a (WDAY) 0.1 $233k 3.4k 68.77
J.M. Smucker Company (SJM) 0.1 $232k 2.0k 113.89
Celgene Corporation 0.1 $225k 2.1k 108.12
Columbia Sportswear Company (COLM) 0.1 $225k 3.8k 58.69
Citigroup (C) 0.1 $223k 4.5k 49.56
Target Corporation (TGT) 0.1 $221k 2.8k 78.68
Synopsys (SNPS) 0.1 $216k 4.7k 46.13
Fortinet (FTNT) 0.1 $214k 5.0k 42.48
Ishares Tr Us Hlthcare Etf (IYH) 0.1 $214k 1.5k 140.05
Jones Lang LaSalle Incorporated (JLL) 0.1 $214k 1.5k 143.72
SYSCO Corporation (SYY) 0.1 $212k 5.4k 39.06
PNC Financial Services (PNC) 0.1 $207k 2.3k 88.99
W.W. Grainger (GWW) 0.1 $207k 962.00 215.18
Bt Group Adr 0.1 $205k 3.2k 63.68
Becton, Dickinson and (BDX) 0.1 $205k 1.5k 132.51
American Financial (AFG) 0.1 $202k 2.9k 68.92
Autodesk (ADSK) 0.1 $201k 4.6k 44.13
Aviva Adr 0.1 $184k 13k 13.69
Silver Wheaton Corp 0.1 $174k 15k 12.02
Bank of America Corporation (BAC) 0.1 $161k 10k 15.58
Orix Corp Sponsored Adr (IX) 0.1 $155k 12k 12.81
Barclays Adr 0.1 $143k 39k 3.71
Soufun Hldgs Adr 0.1 $116k 18k 6.63
Nomura Hldgs Sponsored Adr (NMR) 0.1 $112k 19k 5.81
Xerox Corporation 0.1 $102k 11k 9.69
Mizuho Finl Group Sponsored Adr (MFG) 0.1 $95k 26k 3.71
Ambev Sa Sponsored Adr (ABEV) 0.0 $59k 12k 4.90
Cumulus Media Cl A 0.0 $11k 15k 0.73