Cypress Wealth Advisors

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
Google 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