Cypress Wealth Advisors

Cypress Wealth Advisors as of March 31, 2018

Portfolio Holdings for Cypress Wealth Advisors

Cypress Wealth Advisors holds 78 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Dividend Appreciation ETF (VIG) 7.9 $7.3M 72k 101.05
Facebook Inc cl a (META) 4.3 $3.9M 25k 159.78
Philip Morris International (PM) 3.6 $3.3M 33k 99.40
Enterprise Products Partners (EPD) 3.5 $3.3M 134k 24.48
Targa Res Corp (TRGP) 3.4 $3.1M 71k 44.00
Energy Transfer Equity (ET) 3.4 $3.1M 219k 14.21
Enlink Midstream (ENLC) 3.2 $2.9M 199k 14.65
Vanguard Information Technology ETF (VGT) 3.1 $2.8M 17k 171.00
Genesis Energy (GEL) 2.6 $2.4M 124k 19.71
Altria (MO) 2.5 $2.3M 37k 62.31
Shell Midstream Prtnrs master ltd part 2.2 $2.0M 97k 21.05
Pfizer (PFE) 2.1 $2.0M 55k 35.48
WESTERN GAS EQUITY Partners 2.1 $1.9M 58k 33.12
Bristol Myers Squibb (BMY) 2.0 $1.9M 30k 63.26
Williams Companies (WMB) 2.0 $1.9M 75k 24.86
Semgroup Corp cl a 2.0 $1.8M 86k 21.40
Alerian Mlp Etf 2.0 $1.8M 193k 9.37
Johnson & Johnson (JNJ) 1.9 $1.8M 14k 128.17
Energy Transfer Partners 1.8 $1.7M 102k 16.22
Magellan Midstream Partners 1.8 $1.6M 28k 58.35
Plains Gp Hldgs L P shs a rep ltpn 1.8 $1.7M 76k 21.75
Microsoft Corporation (MSFT) 1.7 $1.6M 17k 91.29
Apple (AAPL) 1.6 $1.5M 9.1k 167.82
3M Company (MMM) 1.6 $1.5M 6.7k 219.48
Buckeye Partners 1.6 $1.5M 39k 37.40
Phillips 66 Partners 1.5 $1.4M 29k 47.79
Plains All American Pipeline (PAA) 1.4 $1.3M 59k 22.03
Western Gas Partners 1.3 $1.2M 29k 42.68
Antero Midstream Prtnrs Lp master ltd part 1.3 $1.2M 46k 25.90
Chevron Corporation (CVX) 1.3 $1.2M 10k 114.02
Baidu (BIDU) 1.1 $1.0M 4.7k 223.24
Union Pacific Corporation (UNP) 1.1 $1.0M 7.5k 134.37
Intel Corporation (INTC) 1.0 $945k 18k 52.11
ProShares Credit Suisse 130/30 (CSM) 1.0 $921k 14k 66.51
Amazon (AMZN) 1.0 $918k 634.00 1447.95
Mplx (MPLX) 1.0 $907k 28k 33.04
Eqt Gp Holdings Lp master ltd part 0.9 $844k 37k 23.09
Bp Midstream Partners Lp Ltd P ml 0.9 $823k 46k 17.83
Vanguard REIT ETF (VNQ) 0.8 $771k 10k 75.46
Eqt Midstream Partners 0.8 $769k 13k 59.04
Alexandria Real Estate Equities (ARE) 0.8 $753k 6.0k 124.94
Exxon Mobil Corporation (XOM) 0.8 $748k 10k 74.58
Ishares Inc core msci emkt (IEMG) 0.8 $737k 13k 58.38
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.8 $711k 6.8k 103.86
Walt Disney Company (DIS) 0.7 $655k 6.5k 100.43
International Business Machines (IBM) 0.7 $659k 4.3k 153.43
Merck & Co (MRK) 0.7 $654k 12k 54.47
Mondelez Int (MDLZ) 0.7 $621k 15k 41.72
Cisco Systems (CSCO) 0.7 $609k 14k 42.89
Dominion Mid Stream 0.7 $604k 39k 15.36
Valero Energy Partners 0.6 $586k 17k 35.41
Google 0.6 $550k 530.00 1037.74
Wells Fargo & Company (WFC) 0.6 $536k 10k 52.44
Pepsi (PEP) 0.6 $512k 4.7k 109.08
Palo Alto Networks (PANW) 0.5 $448k 2.5k 181.38
Kraft Heinz (KHC) 0.5 $449k 7.2k 62.22
Kimberly-Clark Corporation (KMB) 0.5 $434k 3.9k 110.15
Google Inc Class C 0.4 $402k 390.00 1030.77
Comcast Corporation (CMCSA) 0.4 $399k 12k 34.20
General Electric Company 0.4 $376k 28k 13.49
Dowdupont 0.4 $381k 6.0k 63.71
Coca-Cola Company (KO) 0.4 $355k 8.2k 43.39
Workday Inc cl a (WDAY) 0.3 $314k 2.5k 127.07
Enlink Midstream Ptrs 0.3 $311k 23k 13.67
Alibaba Group Holding (BABA) 0.3 $312k 1.7k 183.53
iShares MSCI Emerging Markets Indx (EEM) 0.3 $304k 6.3k 48.24
Costco Wholesale Corporation (COST) 0.3 $305k 1.6k 188.50
Abbott Laboratories (ABT) 0.3 $306k 5.1k 59.85
Berkshire Hathaway (BRK.A) 0.3 $299k 100.00 2990.00
Spdr S&p 500 Etf (SPY) 0.3 $266k 1.0k 263.11
Hewlett-Packard Company 0.3 $266k 12k 21.94
Ishares Tr usa min vo (USMV) 0.3 $265k 5.1k 52.02
Vanguard Whitehall Fds Inc intl dvd etf (VIGI) 0.3 $264k 4.1k 64.47
PNC Financial Services (PNC) 0.2 $219k 1.5k 151.03
Amgen (AMGN) 0.2 $220k 1.3k 170.81
iShares Russell 2000 Index (IWM) 0.2 $215k 1.4k 151.52
Berkshire Hathaway (BRK.B) 0.2 $203k 1.0k 199.02
Chunghwa Telecom Co Ltd - (CHT) 0.2 $202k 5.2k 38.77