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 | |
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 |