Cypress Wealth Advisors

Cypress Wealth Advisors as of June 30, 2017

Portfolio Holdings for Cypress Wealth Advisors

Cypress Wealth Advisors holds 84 positions in its portfolio as reported in the June 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Dividend Appreciation ETF (VIG) 13.9 $12M 129k 92.67
Facebook Inc cl a (META) 7.3 $6.2M 41k 150.98
Philip Morris International (PM) 4.5 $3.8M 33k 117.44
Vanguard Information Technology ETF (VGT) 4.3 $3.7M 26k 140.83
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 3.9 $3.4M 32k 105.29
Square Inc cl a (SQ) 3.3 $2.8M 108k 26.01
Altria (MO) 3.2 $2.7M 37k 74.47
Doubleline Total Etf etf (TOTL) 3.1 $2.6M 53k 49.20
Vanguard REIT ETF (VNQ) 2.9 $2.5M 30k 83.23
ProShares Credit Suisse 130/30 (CSM) 2.6 $2.3M 38k 60.13
Spdr S&p 500 Etf (SPY) 2.3 $2.0M 8.2k 241.80
Pfizer (PFE) 2.0 $1.7M 51k 33.60
Johnson & Johnson (JNJ) 2.0 $1.7M 13k 132.27
Apple (AAPL) 2.0 $1.7M 12k 144.00
3M Company (MMM) 1.6 $1.4M 6.7k 208.23
Vanguard Total Stock Market ETF (VTI) 1.6 $1.4M 11k 124.48
iShares S&P 500 Index (IVV) 1.5 $1.3M 5.3k 243.37
Bristol Myers Squibb (BMY) 1.4 $1.2M 22k 55.71
Microsoft Corporation (MSFT) 1.4 $1.2M 18k 68.96
Oracle Corporation (ORCL) 1.4 $1.2M 24k 50.14
Chevron Corporation (CVX) 1.4 $1.2M 11k 104.36
iShares Russell 2000 Index (IWM) 1.3 $1.1M 6.5k 168.49
Ishares Inc core msci emkt (IEMG) 1.2 $1.0M 21k 50.06
Ishares Tr usa min vo (USMV) 1.1 $967k 20k 48.94
Walt Disney Company (DIS) 1.1 $960k 9.0k 106.23
Exxon Mobil Corporation (XOM) 1.0 $866k 11k 80.76
General Electric Company 1.0 $826k 31k 27.00
Merck & Co (MRK) 0.9 $813k 13k 64.06
Union Pacific Corporation (UNP) 0.9 $779k 7.2k 108.84
Cisco Systems (CSCO) 0.9 $770k 25k 31.30
Intel Corporation (INTC) 0.9 $752k 22k 33.73
Baidu (BIDU) 0.9 $759k 4.2k 178.76
Mondelez Int (MDLZ) 0.8 $699k 16k 43.21
iShares Russell 1000 Growth Index (IWF) 0.8 $670k 5.6k 118.98
International Business Machines (IBM) 0.8 $664k 4.3k 153.74
Vanguard FTSE All-World ex-US ETF (VEU) 0.8 $654k 13k 50.00
iShares S&P SmallCap 600 Index (IJR) 0.7 $634k 9.0k 70.16
Kraft Heinz (KHC) 0.7 $623k 7.3k 85.59
Google 0.7 $592k 637.00 929.36
Wells Fargo & Company (WFC) 0.7 $571k 10k 55.39
Amazon (AMZN) 0.7 $579k 598.00 968.23
Pepsi (PEP) 0.7 $567k 4.9k 115.41
Kimberly-Clark Corporation (KMB) 0.6 $482k 3.7k 129.12
PowerShares QQQ Trust, Series 1 0.6 $476k 3.5k 137.57
Enterprise Products Partners (EPD) 0.5 $460k 17k 27.06
Coca-Cola Company (KO) 0.5 $457k 10k 44.90
JPMorgan Chase & Co. (JPM) 0.5 $450k 4.9k 91.50
Jp Morgan Alerian Mlp Index (AMJ) 0.5 $448k 15k 29.71
Palo Alto Networks (PANW) 0.5 $422k 3.2k 133.80
Comcast Corporation (CMCSA) 0.5 $401k 10k 38.93
Energy Transfer Equity (ET) 0.4 $370k 21k 17.98
iShares Russell 1000 Value Index (IWD) 0.4 $348k 3.0k 116.31
Vanguard Health Care ETF (VHT) 0.4 $349k 2.4k 147.57
Targa Res Corp (TRGP) 0.4 $353k 7.8k 45.26
iShares MSCI EAFE Index Fund (EFA) 0.4 $345k 5.3k 65.22
Workday Inc cl a (WDAY) 0.4 $329k 3.4k 97.11
Ishares Tr eafe min volat (EFAV) 0.4 $316k 4.6k 69.31
American Express Company (AXP) 0.4 $305k 3.6k 84.16
Costco Wholesale Corporation (COST) 0.4 $308k 1.9k 159.83
VCA Antech 0.3 $300k 3.3k 92.31
Enlink Midstream (ENLC) 0.3 $286k 16k 17.60
Williams Companies (WMB) 0.3 $264k 8.7k 30.26
E.I. du Pont de Nemours & Company 0.3 $255k 3.2k 80.85
Berkshire Hathaway (BRK.A) 0.3 $255k 100.00 2550.00
Vanguard Materials ETF (VAW) 0.3 $255k 2.1k 121.66
Berkshire Hathaway (BRK.B) 0.3 $236k 1.4k 169.18
Amgen (AMGN) 0.3 $237k 1.4k 172.36
Google Inc Class C 0.3 $236k 260.00 907.69
Abbott Laboratories (ABT) 0.3 $230k 4.7k 48.71
WESTERN GAS EQUITY Partners 0.3 $232k 5.4k 42.96
Taiwan Semiconductor Mfg (TSM) 0.3 $226k 6.5k 34.90
Home Depot (HD) 0.3 $220k 1.4k 153.20
Travelers Companies (TRV) 0.3 $223k 1.8k 126.63
Shell Midstream Prtnrs master ltd part 0.3 $223k 7.4k 30.24
PPG Industries (PPG) 0.2 $216k 2.0k 110.04
Alibaba Group Holding (BABA) 0.2 $214k 1.5k 141.07
Verizon Communications (VZ) 0.2 $210k 4.7k 44.57
Genesis Energy (GEL) 0.2 $210k 6.6k 31.70
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.2 $209k 3.4k 60.93
Hewlett-Packard Company 0.2 $199k 11k 17.50
Hewlett Packard Enterprise (HPE) 0.2 $172k 10k 16.63
Banco Santander (SAN) 0.1 $98k 15k 6.66
SouFun Holdings 0.1 $65k 18k 3.71
United Microelectronics (UMC) 0.1 $50k 21k 2.44