Cypress Wealth Advisors as of Dec. 31, 2017
Portfolio Holdings for Cypress Wealth Advisors
Cypress Wealth Advisors holds 85 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF (VIG) | 7.8 | $8.1M | 80k | 102.03 | |
| Facebook Inc cl a (META) | 4.3 | $4.5M | 26k | 176.47 | |
| Targa Res Corp (TRGP) | 3.9 | $4.1M | 84k | 48.41 | |
| Enterprise Products Partners (EPD) | 3.7 | $3.9M | 147k | 26.51 | |
| Energy Transfer Equity (ET) | 3.6 | $3.8M | 220k | 17.26 | |
| Enlink Midstream (ENLC) | 3.4 | $3.5M | 199k | 17.60 | |
| Philip Morris International (PM) | 3.3 | $3.5M | 33k | 105.66 | |
| Shell Midstream Prtnrs master ltd part | 2.9 | $3.0M | 102k | 29.82 | |
| Vanguard Information Technology ETF (VGT) | 2.8 | $2.9M | 18k | 164.72 | |
| Altria (MO) | 2.6 | $2.7M | 38k | 71.42 | |
| Semgroup Corp cl a | 2.5 | $2.6M | 86k | 30.20 | |
| Williams Companies (WMB) | 2.2 | $2.3M | 75k | 30.48 | |
| Genesis Energy (GEL) | 2.1 | $2.2M | 101k | 22.35 | |
| WESTERN GAS EQUITY Partners | 2.0 | $2.1M | 57k | 37.16 | |
| Pfizer (PFE) | 1.9 | $2.0M | 56k | 36.21 | |
| Magellan Midstream Partners | 1.9 | $1.9M | 28k | 70.92 | |
| Johnson & Johnson (JNJ) | 1.9 | $1.9M | 14k | 139.73 | |
| Plains Gp Hldgs L P shs a rep ltpn | 1.8 | $1.9M | 87k | 21.95 | |
| Bristol Myers Squibb (BMY) | 1.8 | $1.8M | 30k | 61.29 | |
| Energy Transfer Partners | 1.7 | $1.8M | 100k | 17.92 | |
| Buckeye Partners | 1.5 | $1.6M | 32k | 49.54 | |
| 3M Company (MMM) | 1.5 | $1.6M | 6.7k | 235.37 | |
| Apple (AAPL) | 1.5 | $1.5M | 9.1k | 169.23 | |
| Microsoft Corporation (MSFT) | 1.4 | $1.5M | 18k | 85.54 | |
| Dominion Mid Stream | 1.4 | $1.5M | 49k | 30.45 | |
| Phillips 66 Partners | 1.4 | $1.5M | 28k | 52.34 | |
| Vanguard REIT ETF (VNQ) | 1.4 | $1.4M | 17k | 83.01 | |
| Plains All American Pipeline (PAA) | 1.3 | $1.4M | 68k | 20.64 | |
| Western Gas Partners | 1.3 | $1.4M | 28k | 48.10 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 1.3 | $1.3M | 13k | 104.57 | |
| Antero Midstream Prtnrs Lp master ltd part | 1.2 | $1.3M | 44k | 29.03 | |
| Chevron Corporation (CVX) | 1.2 | $1.3M | 10k | 125.17 | |
| ProShares Credit Suisse 130/30 (CSM) | 1.2 | $1.3M | 19k | 66.74 | |
| Baidu (BIDU) | 1.1 | $1.1M | 4.7k | 234.16 | |
| Union Pacific Corporation (UNP) | 1.0 | $1.0M | 7.5k | 134.11 | |
| Bp Midstream Partners Lp Ltd P ml | 1.0 | $1.0M | 49k | 20.56 | |
| Mplx (MPLX) | 0.9 | $949k | 27k | 35.48 | |
| Eqt Gp Holdings Lp master ltd part | 0.9 | $940k | 35k | 26.90 | |
| Eqt Midstream Partners | 0.9 | $921k | 13k | 73.10 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $843k | 10k | 83.66 | |
| Intel Corporation (INTC) | 0.8 | $843k | 18k | 46.14 | |
| Amazon (AMZN) | 0.7 | $759k | 649.00 | 1169.49 | |
| Walt Disney Company (DIS) | 0.7 | $716k | 6.7k | 107.51 | |
| Ishares Inc core msci emkt (IEMG) | 0.7 | $718k | 13k | 56.88 | |
| Valero Energy Partners | 0.7 | $712k | 16k | 44.50 | |
| Doubleline Total Etf etf (TOTL) | 0.7 | $697k | 14k | 48.61 | |
| Merck & Co (MRK) | 0.7 | $685k | 12k | 56.27 | |
| Mondelez Int (MDLZ) | 0.6 | $663k | 16k | 42.79 | |
| International Business Machines (IBM) | 0.6 | $628k | 4.1k | 153.43 | |
| 0.6 | $600k | 570.00 | 1052.63 | ||
| Wells Fargo & Company (WFC) | 0.5 | $565k | 9.3k | 60.72 | |
| Pepsi (PEP) | 0.5 | $563k | 4.7k | 119.94 | |
| Kraft Heinz (KHC) | 0.5 | $553k | 7.1k | 77.76 | |
| General Electric Company | 0.5 | $547k | 31k | 17.45 | |
| Cisco Systems (CSCO) | 0.5 | $544k | 14k | 38.32 | |
| Kimberly-Clark Corporation (KMB) | 0.5 | $478k | 4.0k | 120.71 | |
| Comcast Corporation (CMCSA) | 0.4 | $450k | 11k | 40.04 | |
| Google Inc Class C | 0.4 | $410k | 392.00 | 1045.92 | |
| Spdr S&p 500 Etf (SPY) | 0.4 | $393k | 1.5k | 267.17 | |
| Coca-Cola Company (KO) | 0.4 | $378k | 8.2k | 45.91 | |
| Dowdupont | 0.4 | $377k | 5.3k | 71.27 | |
| iShares S&P 500 Index (IVV) | 0.3 | $365k | 1.4k | 268.78 | |
| Palo Alto Networks (PANW) | 0.3 | $358k | 2.5k | 144.94 | |
| Ishares Tr usa min vo (USMV) | 0.3 | $345k | 6.5k | 52.76 | |
| Alerian Mlp Etf | 0.3 | $324k | 30k | 10.80 | |
| Enlink Midstream Ptrs | 0.3 | $323k | 21k | 15.38 | |
| Costco Wholesale Corporation (COST) | 0.3 | $301k | 1.6k | 186.03 | |
| Verizon Communications (VZ) | 0.3 | $298k | 5.6k | 52.90 | |
| Berkshire Hathaway (BRK.A) | 0.3 | $298k | 100.00 | 2980.00 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.3 | $297k | 6.3k | 47.13 | |
| Abbott Laboratories (ABT) | 0.3 | $292k | 5.1k | 57.11 | |
| Vanguard Whitehall Fds Inc intl dvd etf (VIGI) | 0.3 | $271k | 4.1k | 66.18 | |
| Alibaba Group Holding (BABA) | 0.2 | $262k | 1.5k | 172.71 | |
| Hewlett-Packard Company | 0.2 | $255k | 12k | 21.03 | |
| iShares Russell 2000 Index (IWM) | 0.2 | $248k | 1.6k | 152.71 | |
| Workday Inc cl a (WDAY) | 0.2 | $251k | 2.5k | 101.58 | |
| Amgen (AMGN) | 0.2 | $227k | 1.3k | 173.55 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $214k | 1.1k | 197.96 | |
| PNC Financial Services (PNC) | 0.2 | $209k | 1.5k | 144.14 | |
| Procter & Gamble Company (PG) | 0.2 | $206k | 2.2k | 91.92 | |
| Ida (IDA) | 0.2 | $203k | 2.2k | 91.19 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.2 | $200k | 3.0k | 65.98 | |
| Hewlett Packard Enterprise (HPE) | 0.1 | $155k | 11k | 14.39 | |
| Banco Santander (SAN) | 0.1 | $99k | 15k | 6.54 | |
| United Microelectronics (UMC) | 0.1 | $53k | 22k | 2.37 |
