Cypress Wealth Advisors as of March 31, 2019
Portfolio Holdings for Cypress Wealth Advisors
Cypress Wealth Advisors holds 80 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Dividend Appreciation ETF (VIG) | 6.2 | $5.5M | 50k | 109.64 | |
| Energy Transfer Equity (ET) | 5.0 | $4.4M | 283k | 15.37 | |
| Facebook Inc cl a (META) | 4.8 | $4.2M | 25k | 166.71 | |
| Williams Companies (WMB) | 3.8 | $3.4M | 117k | 28.72 | |
| Vanguard Information Technology ETF (VGT) | 3.4 | $3.0M | 15k | 200.66 | |
| Enterprise Products Partners (EPD) | 3.4 | $2.9M | 101k | 29.10 | |
| Philip Morris International (PM) | 3.2 | $2.8M | 32k | 88.40 | |
| Enlink Midstream (ENLC) | 3.2 | $2.8M | 220k | 12.78 | |
| Western Gas Partners | 2.9 | $2.5M | 80k | 31.36 | |
| Lyft (LYFT) | 2.8 | $2.4M | 31k | 78.30 | |
| Pfizer (PFE) | 2.4 | $2.1M | 49k | 42.46 | |
| Genesis Energy (GEL) | 2.4 | $2.1M | 89k | 23.30 | |
| Altria (MO) | 2.4 | $2.1M | 36k | 57.44 | |
| Plains Gp Hldgs L P shs a rep ltpn | 2.0 | $1.8M | 72k | 24.92 | |
| Buckeye Partners | 2.0 | $1.7M | 51k | 34.02 | |
| Plains All American Pipeline (PAA) | 2.0 | $1.7M | 71k | 24.51 | |
| Targa Res Corp (TRGP) | 2.0 | $1.7M | 41k | 41.54 | |
| Mplx (MPLX) | 1.9 | $1.7M | 51k | 32.89 | |
| Alerian Mlp Etf | 1.8 | $1.6M | 155k | 10.03 | |
| Microsoft Corporation (MSFT) | 1.7 | $1.5M | 13k | 117.96 | |
| Magellan Midstream Partners | 1.7 | $1.5M | 24k | 60.65 | |
| Apple (AAPL) | 1.6 | $1.4M | 7.5k | 189.93 | |
| Johnson & Johnson (JNJ) | 1.6 | $1.4M | 10k | 139.83 | |
| Bristol Myers Squibb (BMY) | 1.6 | $1.4M | 30k | 47.70 | |
| 3M Company (MMM) | 1.6 | $1.4M | 6.5k | 207.77 | |
| Alexandria Real Estate Equities (ARE) | 1.4 | $1.2M | 8.8k | 142.55 | |
| Antero Midstream Prtnrs Lp master ltd part | 1.4 | $1.2M | 91k | 13.78 | |
| Chevron Corporation (CVX) | 1.4 | $1.2M | 10k | 123.14 | |
| Union Pacific Corporation (UNP) | 1.3 | $1.2M | 7.0k | 167.26 | |
| Semgroup Corp cl a | 1.3 | $1.1M | 76k | 14.73 | |
| Phillips 66 Partners | 1.2 | $1.1M | 21k | 52.37 | |
| Kinder Morgan (KMI) | 1.2 | $1.1M | 53k | 20.00 | |
| Shell Midstream Prtnrs master ltd part | 1.1 | $981k | 48k | 20.46 | |
| Merck & Co (MRK) | 1.1 | $937k | 11k | 83.18 | |
| Amazon (AMZN) | 1.0 | $846k | 475.00 | 1781.05 | |
| Intel Corporation (INTC) | 0.9 | $781k | 15k | 53.68 | |
| ProShares Credit Suisse 130/30 (CSM) | 0.9 | $782k | 11k | 68.44 | |
| Baidu (BIDU) | 0.9 | $757k | 4.6k | 164.78 | |
| Mondelez Int (MDLZ) | 0.8 | $742k | 15k | 49.94 | |
| Cisco Systems (CSCO) | 0.8 | $738k | 14k | 54.00 | |
| Walt Disney Company (DIS) | 0.8 | $680k | 6.1k | 111.02 | |
| iShares Dow Jones Select Dividend (DVY) | 0.8 | $657k | 6.7k | 98.13 | |
| Bp Midstream Partners Lp Ltd P ml | 0.7 | $647k | 45k | 14.47 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $628k | 7.8k | 80.75 | |
| Oneok (OKE) | 0.7 | $607k | 8.7k | 69.86 | |
| Ishares Inc core msci emkt (IEMG) | 0.7 | $607k | 12k | 51.69 | |
| Palo Alto Networks (PANW) | 0.7 | $583k | 2.4k | 243.02 | |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.7 | $564k | 9.3k | 60.45 | |
| International Business Machines (IBM) | 0.6 | $543k | 3.9k | 141.00 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.6 | $506k | 6.4k | 79.69 | |
| Vanguard Total Bond Market ETF (BND) | 0.6 | $508k | 9.1k | 55.82 | |
| Workday Inc cl a (WDAY) | 0.6 | $477k | 2.5k | 193.04 | |
| Kimberly-Clark Corporation (KMB) | 0.5 | $461k | 3.7k | 123.86 | |
| Wells Fargo & Company (WFC) | 0.5 | $435k | 9.0k | 48.27 | |
| 0.5 | $438k | 372.00 | 1177.42 | ||
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.5 | $424k | 8.0k | 52.85 | |
| Vanguard REIT ETF (VNQ) | 0.4 | $345k | 4.0k | 86.92 | |
| Alibaba Group Holding (BABA) | 0.4 | $341k | 1.9k | 182.45 | |
| Abbott Laboratories (ABT) | 0.4 | $327k | 4.1k | 80.03 | |
| General Electric Company | 0.3 | $297k | 30k | 9.99 | |
| Jp Morgan Exchange Traded Fd ultra shrt etf (JMST) | 0.3 | $296k | 5.9k | 50.25 | |
| Equitrans Midstream Corp (ETRN) | 0.3 | $285k | 13k | 21.80 | |
| Dowdupont | 0.3 | $271k | 5.1k | 53.22 | |
| Pepsi (PEP) | 0.3 | $256k | 2.1k | 122.66 | |
| Amgen (AMGN) | 0.3 | $245k | 1.3k | 190.22 | |
| Ishares Tr usa min vo (USMV) | 0.3 | $248k | 4.2k | 58.71 | |
| Kraft Heinz (KHC) | 0.3 | $242k | 7.4k | 32.64 | |
| Synopsys (SNPS) | 0.3 | $230k | 2.0k | 115.00 | |
| Verizon Communications (VZ) | 0.2 | $217k | 3.7k | 59.18 | |
| Oracle Corporation (ORCL) | 0.2 | $216k | 4.0k | 53.73 | |
| Ida (IDA) | 0.2 | $222k | 2.2k | 99.73 | |
| Comcast Corporation (CMCSA) | 0.2 | $210k | 5.2k | 40.03 | |
| Coca-Cola Company (KO) | 0.2 | $209k | 4.5k | 46.76 | |
| Hewlett-Packard Company | 0.2 | $201k | 10k | 19.42 | |
| Hewlett Packard Enterprise (HPE) | 0.2 | $157k | 10k | 15.40 | |
| Lloyds TSB (LYG) | 0.1 | $68k | 21k | 3.22 | |
| Banco Santander (SAN) | 0.1 | $56k | 12k | 4.64 | |
| AU Optronics | 0.1 | $40k | 11k | 3.68 | |
| Nomura Holdings (NMR) | 0.1 | $43k | 12k | 3.62 | |
| United Microelectronics (UMC) | 0.0 | $19k | 10k | 1.89 |
