Cypress Wealth Advisors as of Sept. 30, 2017
Portfolio Holdings for Cypress Wealth Advisors
Cypress Wealth Advisors holds 63 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF (VIG) | 17.2 | $11M | 112k | 94.79 | |
| Facebook Inc cl a (META) | 8.1 | $5.0M | 29k | 170.88 | |
| Philip Morris International (PM) | 5.8 | $3.6M | 33k | 111.00 | |
| Vanguard Information Technology ETF (VGT) | 5.6 | $3.5M | 23k | 151.98 | |
| Altria (MO) | 3.7 | $2.3M | 36k | 63.42 | |
| Vanguard REIT ETF (VNQ) | 3.3 | $2.1M | 25k | 83.11 | |
| Bristol Myers Squibb (BMY) | 3.0 | $1.9M | 30k | 63.73 | |
| Pfizer (PFE) | 3.0 | $1.8M | 51k | 35.71 | |
| Johnson & Johnson (JNJ) | 2.6 | $1.6M | 13k | 130.03 | |
| Apple (AAPL) | 2.6 | $1.6M | 10k | 154.13 | |
| ProShares Credit Suisse 130/30 (CSM) | 2.5 | $1.5M | 24k | 62.53 | |
| 3M Company (MMM) | 2.3 | $1.4M | 6.7k | 209.83 | |
| Microsoft Corporation (MSFT) | 2.2 | $1.3M | 18k | 74.51 | |
| Chevron Corporation (CVX) | 2.1 | $1.3M | 11k | 117.54 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 1.9 | $1.1M | 11k | 105.37 | |
| Baidu (BIDU) | 1.7 | $1.1M | 4.2k | 247.76 | |
| Doubleline Total Etf etf (TOTL) | 1.6 | $1.0M | 21k | 49.29 | |
| Ishares Inc core msci emkt (IEMG) | 1.5 | $933k | 17k | 54.03 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $894k | 11k | 82.00 | |
| Spdr S&p 500 Etf (SPY) | 1.4 | $883k | 3.5k | 251.28 | |
| Union Pacific Corporation (UNP) | 1.3 | $818k | 7.1k | 115.95 | |
| Merck & Co (MRK) | 1.3 | $803k | 13k | 64.01 | |
| Intel Corporation (INTC) | 1.1 | $709k | 19k | 38.07 | |
| General Electric Company | 1.1 | $674k | 28k | 24.18 | |
| Walt Disney Company (DIS) | 1.0 | $645k | 6.5k | 98.58 | |
| Mondelez Int (MDLZ) | 1.0 | $624k | 15k | 40.69 | |
| Cisco Systems (CSCO) | 1.0 | $616k | 18k | 33.65 | |
| Amazon (AMZN) | 1.0 | $598k | 622.00 | 961.41 | |
| International Business Machines (IBM) | 0.9 | $589k | 4.1k | 145.04 | |
| 0.9 | $551k | 566.00 | 973.50 | ||
| Kraft Heinz (KHC) | 0.9 | $551k | 7.1k | 77.50 | |
| Wells Fargo & Company (WFC) | 0.8 | $489k | 8.9k | 55.20 | |
| Oracle Corporation (ORCL) | 0.8 | $462k | 9.6k | 48.31 | |
| iShares S&P 500 Index (IVV) | 0.7 | $450k | 1.8k | 253.09 | |
| Coca-Cola Company (KO) | 0.7 | $436k | 9.7k | 44.98 | |
| Kimberly-Clark Corporation (KMB) | 0.7 | $436k | 3.7k | 117.65 | |
| Pepsi (PEP) | 0.7 | $401k | 3.6k | 111.48 | |
| iShares Russell 2000 Index (IWM) | 0.7 | $402k | 2.7k | 148.12 | |
| Comcast Corporation (CMCSA) | 0.6 | $375k | 9.8k | 38.45 | |
| Dowdupont | 0.6 | $353k | 5.1k | 69.23 | |
| Palo Alto Networks (PANW) | 0.6 | $346k | 2.4k | 144.23 | |
| Ishares Tr usa min vo (USMV) | 0.5 | $329k | 6.5k | 50.31 | |
| American Express Company (AXP) | 0.5 | $318k | 3.5k | 90.55 | |
| Enterprise Products Partners (EPD) | 0.5 | $315k | 12k | 26.03 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $303k | 3.2k | 95.55 | |
| Costco Wholesale Corporation (COST) | 0.5 | $304k | 1.9k | 164.24 | |
| Berkshire Hathaway (BRK.A) | 0.4 | $275k | 100.00 | 2750.00 | |
| Workday Inc cl a (WDAY) | 0.4 | $260k | 2.5k | 105.22 | |
| Alibaba Group Holding (BABA) | 0.4 | $262k | 1.5k | 172.71 | |
| Verizon Communications (VZ) | 0.4 | $251k | 5.1k | 49.43 | |
| Abbott Laboratories (ABT) | 0.4 | $250k | 4.7k | 53.29 | |
| Amgen (AMGN) | 0.4 | $240k | 1.3k | 186.34 | |
| Home Depot (HD) | 0.4 | $238k | 1.5k | 163.24 | |
| Hewlett-Packard Company | 0.4 | $234k | 12k | 19.99 | |
| Targa Res Corp (TRGP) | 0.4 | $230k | 4.9k | 47.26 | |
| Google Inc Class C | 0.4 | $224k | 234.00 | 957.26 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $212k | 4.7k | 44.84 | |
| Energy Transfer Equity (ET) | 0.3 | $213k | 12k | 17.35 | |
| Procter & Gamble Company (PG) | 0.3 | $203k | 2.2k | 91.07 | |
| Hewlett Packard Enterprise (HPE) | 0.2 | $152k | 10k | 14.68 | |
| Banco Santander (SAN) | 0.1 | $89k | 13k | 6.96 | |
| SouFun Holdings | 0.1 | $71k | 18k | 4.06 | |
| United Microelectronics (UMC) | 0.1 | $59k | 24k | 2.48 |
