Cypress Wealth Advisors

Cypress Wealth Advisors as of Dec. 31, 2018

Portfolio Holdings for Cypress Wealth Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Dividend Appreciation ETF (VIG) 8.1 $5.9M 60k 97.95
Energy Transfer Equity (ET) 5.6 $4.1M 307k 13.21
Facebook Inc cl a (META) 4.5 $3.3M 25k 131.09
Williams Companies (WMB) 4.3 $3.1M 142k 22.05
Enterprise Products Partners (EPD) 3.7 $2.7M 110k 24.59
Vanguard Information Technology ETF (VGT) 3.6 $2.6M 16k 166.86
Pfizer (PFE) 3.0 $2.2M 51k 43.65
Philip Morris International (PM) 3.0 $2.2M 33k 66.75
Targa Res Corp (TRGP) 3.0 $2.1M 60k 36.03
Mplx (MPLX) 2.8 $2.1M 68k 30.29
Altria (MO) 2.5 $1.8M 36k 49.39
Bristol Myers Squibb (BMY) 2.1 $1.5M 30k 51.98
Plains Gp Hldgs L P shs a rep ltpn 2.1 $1.5M 75k 20.10
Microsoft Corporation (MSFT) 2.1 $1.5M 15k 101.54
Magellan Midstream Partners 2.0 $1.5M 26k 57.07
Johnson & Johnson (JNJ) 2.0 $1.5M 11k 129.01
WESTERN GAS EQUITY Partners 1.9 $1.4M 50k 27.72
Apple (AAPL) 1.8 $1.3M 8.2k 157.74
3M Company (MMM) 1.7 $1.3M 6.6k 190.49
Alerian Mlp Etf 1.7 $1.3M 145k 8.73
Genesis Energy (GEL) 1.6 $1.2M 64k 18.47
Semgroup Corp cl a 1.6 $1.1M 82k 13.79
Plains All American Pipeline (PAA) 1.5 $1.1M 56k 20.04
Chevron Corporation (CVX) 1.5 $1.1M 10k 108.80
Antero Midstream Prtnrs Lp master ltd part 1.5 $1.1M 50k 21.39
Phillips 66 Partners 1.4 $1.0M 25k 42.12
Enlink Midstream (ENLC) 1.4 $997k 105k 9.49
Amazon (AMZN) 1.3 $978k 651.00 1502.30
Union Pacific Corporation (UNP) 1.3 $971k 7.0k 138.16
Alexandria Real Estate Equities (ARE) 1.2 $894k 7.8k 115.28
Merck & Co (MRK) 1.2 $861k 11k 76.43
Baidu (BIDU) 1.0 $747k 4.7k 158.57
ProShares Credit Suisse 130/30 (CSM) 1.0 $739k 12k 60.59
Intel Corporation (INTC) 1.0 $738k 16k 46.91
Walt Disney Company (DIS) 0.9 $674k 6.1k 109.72
Exxon Mobil Corporation (XOM) 0.9 $668k 9.8k 68.18
Cisco Systems (CSCO) 0.8 $615k 14k 43.32
iShares Dow Jones Select Dividend (DVY) 0.8 $598k 6.7k 89.32
Mondelez Int (MDLZ) 0.8 $595k 15k 40.04
Ishares Inc core msci emkt (IEMG) 0.8 $554k 12k 47.17
Western Gas Partners 0.7 $534k 13k 42.26
Google 0.7 $510k 488.00 1045.08
Oneok (OKE) 0.7 $474k 8.8k 53.93
International Business Machines (IBM) 0.6 $468k 4.1k 113.73
Wells Fargo & Company (WFC) 0.6 $458k 9.9k 46.13
Palo Alto Networks (PANW) 0.6 $452k 2.4k 188.41
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 0.6 $442k 8.6k 51.64
Kimberly-Clark Corporation (KMB) 0.6 $424k 3.7k 113.92
Workday Inc cl a (WDAY) 0.5 $395k 2.5k 159.85
Kinder Morgan (KMI) 0.5 $354k 23k 15.37
Enlink Midstream Ptrs 0.5 $358k 33k 11.01
Equitrans Midstream Corp (ETRN) 0.5 $349k 17k 20.03
Abbott Laboratories (ABT) 0.4 $311k 4.3k 72.24
Pepsi (PEP) 0.4 $310k 2.8k 110.36
Bp Midstream Partners Lp Ltd P ml 0.4 $307k 20k 15.56
Comcast Corporation (CMCSA) 0.4 $297k 8.7k 34.04
Vanguard REIT ETF (VNQ) 0.4 $296k 4.0k 74.58
Jp Morgan Exchange Traded Fd ultra shrt etf (JMST) 0.4 $295k 5.9k 50.08
Coca-Cola Company (KO) 0.4 $293k 6.2k 47.40
Kraft Heinz (KHC) 0.4 $287k 6.7k 43.07
Alibaba Group Holding (BABA) 0.3 $256k 1.9k 136.97
Dowdupont 0.3 $252k 4.7k 53.48
Amgen (AMGN) 0.3 $251k 1.3k 194.88
Costco Wholesale Corporation (COST) 0.3 $243k 1.2k 203.86
Verizon Communications (VZ) 0.3 $241k 4.3k 56.20
Hewlett-Packard Company 0.3 $231k 11k 20.45
Procter & Gamble Company (PG) 0.3 $220k 2.4k 92.01
Ishares Tr usa min vo (USMV) 0.3 $221k 4.2k 52.32
Google Inc Class C 0.3 $211k 204.00 1034.31
Berkshire Hathaway (BRK.B) 0.3 $203k 994.00 204.23
Ida (IDA) 0.3 $207k 2.2k 92.99
General Electric Company 0.3 $197k 26k 7.58
Hewlett Packard Enterprise (HPE) 0.2 $142k 11k 13.21
Banco Santander (SAN) 0.1 $54k 12k 4.48
Lloyds TSB (LYG) 0.1 $54k 21k 2.55
AU Optronics 0.1 $43k 11k 3.95
Nomura Holdings (NMR) 0.1 $45k 12k 3.73
United Microelectronics (UMC) 0.0 $22k 12k 1.78