Cypress Wealth Advisors

Cypress Wealth Advisors as of March 31, 2016

Portfolio Holdings for Cypress Wealth Advisors

Cypress Wealth Advisors holds 202 positions in its portfolio as reported in the March 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 7.2 $16M 149k 105.42
Vanguard Dividend Appreciation ETF (VIG) 7.0 $15M 187k 81.25
iShares MSCI Emerging Markets Indx (EEM) 5.0 $11M 317k 34.25
Gap (GAP) 4.7 $10M 348k 29.40
Doubleline Total Etf etf (TOTL) 4.5 $9.9M 200k 49.38
Facebook Inc cl a (META) 3.7 $8.0M 71k 114.10
iShares S&P 500 Index (IVV) 2.6 $5.6M 27k 206.66
Vanguard REIT ETF (VNQ) 2.5 $5.4M 65k 83.81
Ishares Tr usa min vo (USMV) 2.3 $5.1M 116k 43.93
iShares MSCI EAFE Index Fund (EFA) 1.8 $4.0M 70k 57.16
Apple (AAPL) 1.6 $3.5M 32k 109.00
ProShares Credit Suisse 130/30 (CSM) 1.6 $3.4M 67k 50.57
Philip Morris International (PM) 1.5 $3.2M 33k 98.12
Johnson & Johnson (JNJ) 1.4 $3.0M 27k 108.20
Microsoft Corporation (MSFT) 1.3 $2.9M 52k 55.23
Spdr S&p 500 Etf (SPY) 1.2 $2.7M 13k 205.51
iShares Russell 2000 Index (IWM) 1.2 $2.6M 24k 110.64
Vanguard Information Technology ETF (VGT) 1.1 $2.3M 21k 109.52
Altria (MO) 1.0 $2.3M 36k 62.67
Vanguard FTSE All-World ex-US ETF (VEU) 1.0 $2.2M 51k 43.16
Ishares Inc core msci emkt (IEMG) 1.0 $2.2M 54k 41.61
Bristol Myers Squibb (BMY) 1.0 $2.1M 33k 63.89
Chevron Corporation (CVX) 0.9 $2.1M 22k 95.42
Exxon Mobil Corporation (XOM) 0.9 $2.0M 24k 83.57
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.8 $1.8M 34k 53.14
Pepsi (PEP) 0.8 $1.8M 17k 102.48
Oracle Corporation (ORCL) 0.7 $1.5M 38k 40.90
General Electric Company 0.7 $1.5M 48k 31.79
Enterprise Products Partners (EPD) 0.7 $1.5M 62k 24.61
Pfizer (PFE) 0.7 $1.5M 50k 29.64
Merck & Co (MRK) 0.7 $1.5M 28k 52.92
Shell Midstream Prtnrs master ltd part 0.7 $1.5M 41k 36.60
3M Company (MMM) 0.7 $1.5M 8.8k 166.67
UnitedHealth (UNH) 0.7 $1.4M 11k 128.89
Walt Disney Company (DIS) 0.6 $1.4M 14k 99.29
Intel Corporation (INTC) 0.6 $1.3M 42k 32.34
Vanguard Total Stock Market ETF (VTI) 0.6 $1.3M 13k 104.84
Cisco Systems (CSCO) 0.6 $1.3M 46k 28.48
Berkshire Hathaway (BRK.B) 0.6 $1.3M 9.0k 141.89
Google Inc Class C 0.6 $1.3M 1.7k 744.88
Procter & Gamble Company (PG) 0.5 $1.1M 14k 82.34
Magellan Midstream Partners 0.5 $1.1M 16k 68.79
Genesis Energy (GEL) 0.5 $1.1M 33k 31.80
Sunoco Logistics Partners 0.5 $1.0M 41k 25.07
IQ Hedge Multi-Strategy Tracker (QAI) 0.4 $945k 34k 27.94
Google 0.4 $918k 1.2k 763.09
Targa Res Corp (TRGP) 0.4 $912k 31k 29.85
Plains Gp Hldgs L P shs a rep ltpn 0.4 $890k 102k 8.69
Ishares Tr Global Reit Etf (REET) 0.4 $886k 34k 26.46
International Business Machines (IBM) 0.4 $865k 5.7k 151.49
Buckeye Partners 0.4 $882k 13k 67.98
Amazon (AMZN) 0.4 $864k 1.5k 593.81
iShares Gold Trust 0.4 $877k 74k 11.88
Mondelez Int (MDLZ) 0.4 $841k 21k 40.10
Novartis (NVS) 0.4 $789k 11k 72.46
Ishares Tr eafe min volat (EFAV) 0.4 $783k 12k 66.41
WESTERN GAS EQUITY Partners 0.4 $797k 22k 35.66
Wells Fargo & Company (WFC) 0.3 $755k 16k 48.39
Enlink Midstream (ENLC) 0.3 $755k 67k 11.25
Baidu (BIDU) 0.3 $738k 3.9k 190.80
Schwab Strategic Tr us dividend eq (SCHD) 0.3 $731k 18k 40.07
Phillips 66 Partners 0.3 $726k 12k 62.59
Costco Wholesale Corporation (COST) 0.3 $705k 4.5k 157.58
iShares Lehman MBS Bond Fund (MBB) 0.3 $694k 6.4k 108.74
At&t (T) 0.3 $667k 17k 39.20
Verizon Communications (VZ) 0.3 $680k 13k 54.12
Royal Dutch Shell 0.3 $675k 14k 48.48
Zynga 0.3 $684k 300k 2.28
Kimberly-Clark Corporation (KMB) 0.3 $663k 4.9k 134.43
Eqt Midstream Partners 0.3 $664k 8.9k 74.40
Berkshire Hathaway (BRK.A) 0.3 $640k 300.00 2133.33
Schlumberger (SLB) 0.3 $631k 8.6k 73.76
Chunghwa Telecom Co Ltd - (CHT) 0.3 $637k 19k 33.76
Ishares Inc Em Hgh Yld Bd other (EMHY) 0.3 $644k 15k 43.64
Ishares Tr 0-5yr hi yl cp (SHYG) 0.3 $625k 14k 43.75
Antero Midstream Prtnrs Lp master ltd part 0.3 $640k 29k 22.11
Kraft Heinz (KHC) 0.3 $636k 8.1k 78.55
Accenture (ACN) 0.3 $613k 5.3k 115.46
NTT DoCoMo 0.3 $619k 27k 22.76
Alerian Mlp Etf 0.3 $610k 56k 10.92
Plains All American Pipeline (PAA) 0.3 $599k 29k 20.98
Chubb (CB) 0.3 $599k 5.0k 119.23
MasterCard Incorporated (MA) 0.3 $563k 6.0k 94.49
Williams Companies (WMB) 0.3 $558k 35k 16.06
iShares Russell 1000 Growth Index (IWF) 0.3 $562k 5.6k 99.80
Valero Energy Partners 0.3 $566k 12k 47.36
Home Depot (HD) 0.2 $540k 4.0k 133.53
iShares S&P SmallCap 600 Index (IJR) 0.2 $547k 4.9k 112.64
Jp Morgan Alerian Mlp Index 0.2 $550k 20k 27.10
JPMorgan Chase & Co. (JPM) 0.2 $534k 9.0k 59.20
PowerShares QQQ Trust, Series 1 0.2 $523k 4.8k 109.28
Charles Schwab Corporation (SCHW) 0.2 $509k 18k 27.99
American Express Company (AXP) 0.2 $494k 8.0k 61.37
Travelers Companies (TRV) 0.2 $510k 4.4k 116.62
Amdocs Ltd ord (DOX) 0.2 $496k 8.2k 60.44
Western Gas Partners 0.2 $496k 11k 43.39
Nippon Telegraph & Telephone (NTTYY) 0.2 $513k 12k 43.21
Palo Alto Networks (PANW) 0.2 $496k 3.0k 163.10
Public Service Enterprise (PEG) 0.2 $476k 10k 47.14
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.2 $488k 5.6k 87.49
Semgroup Corp cl a 0.2 $473k 21k 22.42
Ishares Inc em mkt min vol (EEMV) 0.2 $475k 11k 44.28
Coca-Cola Company (KO) 0.2 $454k 9.8k 46.41
E.I. du Pont de Nemours & Company 0.2 $454k 7.2k 63.30
MFA Mortgage Investments 0.2 $457k 67k 6.85
Danaher Corporation (DHR) 0.2 $434k 4.6k 94.76
Energy Transfer Equity (ET) 0.2 $444k 62k 7.13
MarketAxess Holdings (MKTX) 0.2 $431k 3.5k 124.93
IQ ARB Global Resources ETF 0.2 $445k 19k 23.58
McDonald's Corporation (MCD) 0.2 $409k 3.3k 125.81
Unilever 0.2 $408k 9.1k 44.66
Ega Emerging Global Shs Tr emrg gl dj 0.2 $414k 18k 22.60
Vtti Energy Partners 0.2 $425k 23k 18.52
Comcast Corporation (CMCSA) 0.2 $404k 6.6k 61.09
CVS Caremark Corporation (CVS) 0.2 $384k 3.7k 103.84
Eqt Gp Holdings Lp master ltd part 0.2 $403k 15k 27.00
Taiwan Semiconductor Mfg (TSM) 0.2 $374k 14k 26.22
Wp Carey (WPC) 0.2 $366k 5.9k 62.31
Amgen (AMGN) 0.2 $340k 2.3k 149.85
Texas Instruments Incorporated (TXN) 0.2 $341k 5.9k 57.41
Gilead Sciences (GILD) 0.2 $356k 3.9k 91.87
American National Insurance Company 0.2 $344k 3.0k 115.59
GlaxoSmithKline 0.1 $321k 7.9k 40.49
Zimmer Holdings (ZBH) 0.1 $327k 3.1k 106.51
Toyota Motor Corporation (TM) 0.1 $321k 3.0k 106.40
West Pharmaceutical Services (WST) 0.1 $336k 4.8k 69.32
Linkedin Corp 0.1 $322k 2.8k 114.31
Acxiom 0.1 $324k 19k 17.56
Time Warner 0.1 $299k 4.1k 72.63
China Mobile 0.1 $298k 5.4k 55.46
Lancaster Colony (LANC) 0.1 $296k 2.7k 110.41
iShares Russell 1000 Value Index (IWD) 0.1 $296k 3.0k 98.93
TJX Companies (TJX) 0.1 $308k 3.9k 78.43
Westpac Banking Corporation 0.1 $305k 13k 23.24
Rbc Cad (RY) 0.1 $308k 5.1k 60.70
Hewlett Packard Enterprise (HPE) 0.1 $299k 17k 17.74
Wal-Mart Stores (WMT) 0.1 $274k 4.0k 68.59
AFLAC Incorporated (AFL) 0.1 $274k 4.3k 63.13
Shire 0.1 $277k 1.6k 171.62
Alaska Air (ALK) 0.1 $289k 3.5k 81.96
SPDR S&P Dividend (SDY) 0.1 $285k 3.6k 80.03
SPDR DJ International Real Estate ETF (RWX) 0.1 $280k 6.7k 41.49
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.1 $279k 6.2k 45.26
Abbvie (ABBV) 0.1 $275k 4.8k 57.03
AGL Resources 0.1 $271k 4.2k 65.14
Autodesk (ADSK) 0.1 $266k 4.6k 58.40
SYSCO Corporation (SYY) 0.1 $263k 5.6k 46.74
Becton, Dickinson and (BDX) 0.1 $262k 1.7k 151.97
J.M. Smucker Company (SJM) 0.1 $268k 2.1k 129.97
TransMontaigne Partners 0.1 $253k 6.9k 36.67
Smith & Nephew (SNN) 0.1 $264k 7.9k 33.27
Pinnacle West Capital Corporation (PNW) 0.1 $263k 3.5k 75.19
iShares Dow Jones US Healthcare (IYH) 0.1 $260k 1.9k 138.67
Workday Inc cl a (WDAY) 0.1 $260k 3.4k 76.74
HSBC Holdings (HSBC) 0.1 $239k 7.7k 31.18
Ecolab (ECL) 0.1 $249k 2.2k 111.61
Adobe Systems Incorporated (ADBE) 0.1 $231k 2.5k 93.75
Sanofi-Aventis SA (SNY) 0.1 $247k 6.1k 40.18
Target Corporation (TGT) 0.1 $242k 2.9k 82.31
ITC Holdings 0.1 $233k 5.3k 43.61
Synaptics, Incorporated (SYNA) 0.1 $230k 2.9k 79.67
Columbia Sportswear Company (COLM) 0.1 $230k 3.8k 59.99
Prospect Capital Corporation (PSEC) 0.1 $240k 33k 7.27
Silver Wheaton Corp 0.1 $240k 15k 16.58
Mplx (MPLX) 0.1 $245k 8.3k 29.70
PPG Industries (PPG) 0.1 $217k 1.9k 111.40
W.W. Grainger (GWW) 0.1 $225k 962.00 233.89
AmerisourceBergen (COR) 0.1 $216k 2.5k 86.37
Synopsys (SNPS) 0.1 $227k 4.7k 48.48
Visa (V) 0.1 $223k 2.9k 76.42
Syntel 0.1 $209k 4.2k 49.86
Cantel Medical 0.1 $210k 2.9k 71.21
Banco de Chile (BCH) 0.1 $216k 3.3k 64.55
Celgene Corporation 0.1 $222k 2.2k 99.91
BT 0.1 $217k 6.8k 32.06
Vanguard Emerging Markets ETF (VWO) 0.1 $221k 6.4k 34.65
CoreSite Realty 0.1 $216k 3.1k 69.86
O'reilly Automotive (ORLY) 0.1 $211k 771.00 273.67
DST Systems 0.1 $204k 1.8k 112.58
American Financial (AFG) 0.1 $206k 2.9k 70.28
Hewlett-Packard Company 0.1 $207k 17k 12.34
New Jersey Resources Corporation (NJR) 0.1 $206k 5.6k 36.50
Stepan Company (SCL) 0.1 $202k 3.7k 55.27
Randgold Resources 0.1 $204k 2.2k 90.91
Jarden Corporation 0.1 $202k 3.4k 59.08
Aviva 0.1 $191k 15k 13.06
Vanguard Materials ETF (VAW) 0.1 $206k 2.1k 98.28
ORIX Corporation (IX) 0.1 $173k 12k 14.30
Enersis 0.1 $144k 10k 13.88
AES Corporation (AES) 0.1 $122k 10k 11.81
Telefonaktiebolaget LM Ericsson (ERIC) 0.1 $131k 13k 10.03
Banco Bilbao Vizcaya Argentaria SA (BBVA) 0.1 $131k 20k 6.52
Xerox Corporation 0.1 $117k 11k 11.11
ArcelorMittal 0.1 $109k 24k 4.59
SouFun Holdings 0.1 $105k 18k 6.00
Annaly C 0.1 $114k 11k 10.26
VIRTUS GLOBAL Multi-sec (VGI) 0.1 $99k 10k 9.65
First Ban (FNLC) 0.0 $64k 22k 2.91
Sumitomo Mitsui Financial Grp (SMFG) 0.0 $66k 11k 6.01
Lloyds TSB (LYG) 0.0 $50k 13k 3.95
California Resources 0.0 $33k 32k 1.02
Ultra Petroleum 0.0 $6.0k 12k 0.50