Cypress Wealth Advisors as of June 30, 2018
Portfolio Holdings for Cypress Wealth Advisors
Cypress Wealth Advisors holds 81 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF (VIG) | 6.9 | $6.4M | 63k | 101.62 | |
| Facebook Inc cl a (META) | 5.3 | $4.9M | 25k | 194.32 | |
| Energy Transfer Equity (ET) | 3.8 | $3.5M | 206k | 17.25 | |
| Targa Res Corp (TRGP) | 3.8 | $3.5M | 71k | 49.49 | |
| Enterprise Products Partners (EPD) | 3.8 | $3.5M | 126k | 27.67 | |
| Vanguard Information Technology ETF (VGT) | 3.3 | $3.0M | 17k | 181.42 | |
| Williams Companies (WMB) | 2.8 | $2.6M | 96k | 27.11 | |
| Philip Morris International (PM) | 2.8 | $2.6M | 32k | 80.75 | |
| Genesis Energy (GEL) | 2.8 | $2.5M | 116k | 21.91 | |
| Enlink Midstream (ENLC) | 2.6 | $2.4M | 147k | 16.45 | |
| Semgroup Corp cl a | 2.3 | $2.1M | 84k | 25.40 | |
| Altria (MO) | 2.2 | $2.1M | 36k | 56.78 | |
| Shell Midstream Prtnrs master ltd part | 2.2 | $2.1M | 93k | 22.18 | |
| Pfizer (PFE) | 2.0 | $1.9M | 51k | 36.28 | |
| Buckeye Partners | 2.0 | $1.8M | 53k | 35.14 | |
| Plains Gp Hldgs L P shs a rep ltpn | 2.0 | $1.8M | 76k | 23.91 | |
| Energy Transfer Partners | 1.9 | $1.8M | 93k | 19.04 | |
| WESTERN GAS EQUITY Partners | 1.9 | $1.8M | 49k | 35.76 | |
| Magellan Midstream Partners | 1.8 | $1.7M | 25k | 69.07 | |
| Bristol Myers Squibb (BMY) | 1.8 | $1.6M | 30k | 55.34 | |
| Apple (AAPL) | 1.7 | $1.5M | 8.4k | 185.09 | |
| Phillips 66 Partners | 1.6 | $1.5M | 30k | 51.06 | |
| Johnson & Johnson (JNJ) | 1.6 | $1.5M | 12k | 121.38 | |
| Microsoft Corporation (MSFT) | 1.6 | $1.5M | 15k | 98.62 | |
| Antero Midstream Prtnrs Lp master ltd part | 1.5 | $1.3M | 46k | 29.52 | |
| Western Gas Partners | 1.4 | $1.3M | 28k | 48.40 | |
| 3M Company (MMM) | 1.4 | $1.3M | 6.7k | 196.76 | |
| Chevron Corporation (CVX) | 1.4 | $1.3M | 9.9k | 126.47 | |
| Plains All American Pipeline (PAA) | 1.3 | $1.2M | 51k | 23.64 | |
| Baidu (BIDU) | 1.2 | $1.1M | 4.7k | 242.94 | |
| Amazon (AMZN) | 1.2 | $1.1M | 636.00 | 1699.69 | |
| Mplx (MPLX) | 1.1 | $1.1M | 31k | 34.15 | |
| Alerian Mlp Etf | 1.1 | $1.0M | 99k | 10.10 | |
| Union Pacific Corporation (UNP) | 1.1 | $992k | 7.0k | 141.67 | |
| Alexandria Real Estate Equities (ARE) | 1.0 | $960k | 7.6k | 126.15 | |
| ProShares Credit Suisse 130/30 (CSM) | 1.0 | $923k | 14k | 67.51 | |
| Bp Midstream Partners Lp Ltd P ml | 1.0 | $916k | 44k | 21.00 | |
| Eqt Gp Holdings Lp master ltd part | 0.9 | $852k | 36k | 23.52 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $825k | 10k | 82.70 | |
| Vanguard REIT ETF (VNQ) | 0.9 | $826k | 10k | 81.48 | |
| Intel Corporation (INTC) | 0.9 | $810k | 16k | 49.73 | |
| Eqt Midstream Partners | 0.8 | $721k | 14k | 51.59 | |
| Merck & Co (MRK) | 0.8 | $712k | 12k | 60.67 | |
| Walt Disney Company (DIS) | 0.7 | $684k | 6.5k | 104.88 | |
| Cisco Systems (CSCO) | 0.7 | $626k | 15k | 43.01 | |
| Ishares Inc core msci emkt (IEMG) | 0.7 | $617k | 12k | 52.54 | |
| Valero Energy Partners | 0.7 | $611k | 16k | 38.07 | |
| Mondelez Int (MDLZ) | 0.7 | $602k | 15k | 40.97 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.6 | $586k | 5.7k | 103.72 | |
| Wells Fargo & Company (WFC) | 0.6 | $560k | 10k | 55.47 | |
| 0.6 | $558k | 494.00 | 1129.55 | ||
| International Business Machines (IBM) | 0.6 | $538k | 3.9k | 139.70 | |
| Dominion Mid Stream | 0.5 | $499k | 37k | 13.59 | |
| Palo Alto Networks (PANW) | 0.5 | $493k | 2.4k | 205.50 | |
| General Electric Company | 0.5 | $426k | 31k | 13.62 | |
| Kraft Heinz (KHC) | 0.5 | $419k | 6.7k | 62.88 | |
| Kimberly-Clark Corporation (KMB) | 0.4 | $392k | 3.7k | 105.32 | |
| Pepsi (PEP) | 0.4 | $382k | 3.5k | 108.83 | |
| Enlink Midstream Ptrs | 0.4 | $366k | 24k | 15.52 | |
| Dowdupont | 0.4 | $367k | 5.6k | 65.89 | |
| Alibaba Group Holding (BABA) | 0.3 | $315k | 1.7k | 185.29 | |
| Workday Inc cl a (WDAY) | 0.3 | $299k | 2.5k | 121.00 | |
| Berkshire Hathaway (BRK.A) | 0.3 | $282k | 100.00 | 2820.00 | |
| Spdr S&p 500 Etf (SPY) | 0.3 | $274k | 1.0k | 271.02 | |
| Coca-Cola Company (KO) | 0.3 | $271k | 6.2k | 43.84 | |
| Ishares Tr usa min vo (USMV) | 0.3 | $271k | 5.1k | 53.20 | |
| Comcast Corporation (CMCSA) | 0.3 | $255k | 7.8k | 32.85 | |
| Abbott Laboratories (ABT) | 0.3 | $263k | 4.3k | 61.09 | |
| Hewlett-Packard Company | 0.3 | $258k | 11k | 22.65 | |
| Costco Wholesale Corporation (COST) | 0.3 | $249k | 1.2k | 208.89 | |
| Amgen (AMGN) | 0.3 | $238k | 1.3k | 184.78 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.3 | $240k | 3.8k | 63.44 | |
| iShares Russell 2000 Index (IWM) | 0.2 | $232k | 1.4k | 163.50 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.2 | $217k | 5.0k | 43.34 | |
| Verizon Communications (VZ) | 0.2 | $216k | 4.3k | 50.37 | |
| iShares S&P 500 Index (IVV) | 0.2 | $201k | 736.00 | 273.10 | |
| Ida (IDA) | 0.2 | $205k | 2.2k | 92.09 | |
| Google Inc Class C | 0.2 | $205k | 184.00 | 1114.13 | |
| Hewlett Packard Enterprise (HPE) | 0.2 | $151k | 10k | 14.58 | |
| Banco Santander (SAN) | 0.1 | $66k | 13k | 5.30 | |
| United Microelectronics (UMC) | 0.1 | $58k | 21k | 2.81 |
