Cypress Wealth Advisors

Cypress Wealth Advisors as of Dec. 31, 2016

Portfolio Holdings for Cypress Wealth Advisors

Cypress Wealth Advisors holds 208 positions in its portfolio as reported in the December 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Dividend Appreciation ETF (VIG) 7.1 $16M 184k 85.18
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) 4.9 $11M 102k 104.94
iShares MSCI Emerging Markets Indx (EEM) 4.9 $11M 305k 35.01
Gap (GPS) 3.5 $7.6M 337k 22.44
Facebook Inc cl a (META) 3.4 $7.5M 65k 115.05
Doubleline Total Etf etf (TOTL) 3.1 $6.8M 140k 48.39
Vanguard REIT ETF (VNQ) 2.5 $5.6M 68k 82.53
ProShares Credit Suisse 130/30 (CSM) 2.1 $4.6M 84k 55.25
Ishares Tr usa min vo (USMV) 1.9 $4.2M 92k 45.23
VIRTUS GLOBAL Multi-sec (VGI) 1.8 $4.0M 402k 9.90
Vanguard Information Technology ETF (VGT) 1.8 $3.9M 32k 121.49
Apple (AAPL) 1.7 $3.7M 32k 115.81
Johnson & Johnson (JNJ) 1.6 $3.5M 30k 115.22
Microsoft Corporation (MSFT) 1.6 $3.4M 55k 62.14
Spdr S&p 500 Etf (SPY) 1.5 $3.2M 14k 223.52
iShares S&P 500 Index (IVV) 1.4 $3.0M 14k 224.96
Philip Morris International (PM) 1.4 $3.0M 33k 91.48
Chevron Corporation (CVX) 1.2 $2.7M 23k 117.69
Altria (MO) 1.2 $2.5M 38k 67.62
iShares Russell 2000 Index (IWM) 1.1 $2.3M 17k 134.85
Targa Res Corp (TRGP) 1.0 $2.3M 41k 56.07
Williams Companies (WMB) 1.0 $2.3M 73k 31.14
3M Company (MMM) 1.0 $2.2M 12k 178.56
Vanguard FTSE All-World ex-US ETF (VEU) 0.9 $2.0M 46k 44.18
Bristol Myers Squibb (BMY) 0.9 $2.0M 35k 58.44
Pfizer (PFE) 0.9 $2.0M 62k 32.48
Energy Transfer Equity (ET) 0.9 $2.0M 105k 19.31
Exxon Mobil Corporation (XOM) 0.9 $2.0M 22k 90.26
Pepsi (PEP) 0.8 $1.8M 18k 104.65
UnitedHealth (UNH) 0.8 $1.8M 11k 160.07
Merck & Co (MRK) 0.7 $1.6M 28k 58.86
Enlink Midstream (ENLC) 0.7 $1.6M 84k 19.05
General Electric Company 0.7 $1.6M 49k 31.60
Intel Corporation (INTC) 0.7 $1.5M 41k 36.26
Oracle Corporation (ORCL) 0.7 $1.5M 38k 38.44
Cisco Systems (CSCO) 0.7 $1.4M 48k 30.22
Walt Disney Company (DIS) 0.6 $1.4M 13k 104.20
Enterprise Products Partners (EPD) 0.6 $1.4M 50k 27.03
Semgroup Corp cl a 0.6 $1.3M 32k 41.76
Amazon (AMZN) 0.6 $1.3M 1.7k 749.86
Vanguard Total Stock Market ETF (VTI) 0.6 $1.3M 11k 115.30
Procter & Gamble Company (PG) 0.6 $1.2M 15k 84.11
Ishares Inc core msci emkt (IEMG) 0.6 $1.2M 29k 42.44
Google Inc Class C 0.6 $1.2M 1.6k 771.80
Plains Gp Hldgs L P shs a rep ltpn 0.6 $1.2M 35k 34.67
Genesis Energy (GEL) 0.6 $1.2M 34k 36.01
WESTERN GAS EQUITY Partners 0.6 $1.2M 28k 42.34
Berkshire Hathaway (BRK.B) 0.5 $1.2M 7.2k 162.91
Google 0.5 $1.2M 1.5k 792.69
Shell Midstream Prtnrs master ltd part 0.5 $1.2M 40k 29.09
International Business Machines (IBM) 0.5 $1.0M 6.3k 165.92
Wells Fargo & Company (WFC) 0.5 $993k 18k 55.12
Plains All American Pipeline (PAA) 0.4 $963k 30k 32.28
Mondelez Int (MDLZ) 0.4 $947k 21k 44.33
Magellan Midstream Partners 0.4 $919k 12k 75.67
Union Pacific Corporation (UNP) 0.4 $890k 8.6k 103.71
JPMorgan Chase & Co. (JPM) 0.4 $854k 9.9k 86.31
Square Inc cl a (SQ) 0.4 $859k 63k 13.64
Royal Dutch Shell 0.4 $838k 15k 54.40
Schlumberger (SLB) 0.4 $827k 9.9k 83.94
iShares S&P SmallCap 600 Index (IJR) 0.4 $842k 6.1k 137.56
At&t (T) 0.4 $821k 19k 42.51
Western Gas Partners 0.4 $805k 14k 58.74
iShares Gold Trust 0.4 $818k 74k 11.08
Buckeye Partners 0.4 $792k 12k 66.14
Sunoco Logistics Partners 0.4 $799k 33k 24.01
Costco Wholesale Corporation (COST) 0.3 $760k 4.7k 160.03
Antero Midstream Prtnrs Lp master ltd part 0.3 $740k 24k 30.90
Charles Schwab Corporation (SCHW) 0.3 $717k 18k 39.46
Berkshire Hathaway (BRK.A) 0.3 $732k 300.00 2440.00
Kraft Heinz (KHC) 0.3 $720k 8.2k 87.30
Verizon Communications (VZ) 0.3 $696k 13k 53.37
Novartis (NVS) 0.3 $691k 9.5k 72.89
Baidu (BIDU) 0.3 $708k 4.3k 164.50
Chubb (CB) 0.3 $672k 5.1k 132.02
MasterCard Incorporated (MA) 0.3 $651k 6.3k 103.24
Accenture (ACN) 0.3 $619k 5.3k 117.19
Jp Morgan Alerian Mlp Index (AMJ) 0.3 $623k 20k 31.61
Phillips 66 Partners 0.3 $619k 13k 48.64
American Express Company (AXP) 0.3 $589k 8.0k 74.05
NTT DoCoMo 0.3 $590k 26k 22.76
iShares Russell 1000 Growth Index (IWF) 0.3 $591k 5.6k 104.95
Chunghwa Telecom Co Ltd - (CHT) 0.3 $595k 19k 31.54
Home Depot (HD) 0.3 $575k 4.3k 134.19
PowerShares QQQ Trust, Series 1 0.3 $567k 4.8k 118.47
Kimberly-Clark Corporation (KMB) 0.2 $541k 4.7k 114.18
Travelers Companies (TRV) 0.2 $549k 4.5k 122.46
Comcast Corporation (CMCSA) 0.2 $534k 7.7k 69.02
E.I. du Pont de Nemours & Company 0.2 $508k 6.9k 73.36
Assured Guaranty (AGO) 0.2 $501k 13k 37.79
Nippon Telegraph & Telephone (NTTYY) 0.2 $506k 12k 42.05
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 0.2 $506k 9.4k 53.63
Dominion Mid Stream 0.2 $500k 17k 29.54
Coca-Cola Company (KO) 0.2 $473k 11k 41.44
Texas Instruments Incorporated (TXN) 0.2 $471k 6.5k 73.00
Amdocs Ltd ord (DOX) 0.2 $478k 8.2k 58.24
MFA Mortgage Investments 0.2 $482k 63k 7.63
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.2 $474k 5.6k 84.42
Taiwan Semiconductor Mfg (TSM) 0.2 $460k 16k 28.74
American National Insurance Company 0.2 $451k 3.6k 124.72
Ishares Tr eafe min volat (EFAV) 0.2 $461k 7.5k 61.21
Mplx (MPLX) 0.2 $460k 13k 34.65
Enlink Midstream Ptrs 0.2 $455k 25k 18.42
Time Warner 0.2 $445k 4.6k 96.45
iShares MSCI EAFE Index Fund (EFA) 0.2 $436k 7.6k 57.75
IQ ARB Global Resources ETF 0.2 $438k 17k 25.11
Toyota Motor Corporation (TM) 0.2 $426k 3.6k 117.23
West Pharmaceutical Services (WST) 0.2 $411k 4.8k 84.79
Eqt Midstream Partners 0.2 $426k 5.6k 76.76
Eqt Gp Holdings Lp master ltd part 0.2 $422k 17k 25.19
Amgen (AMGN) 0.2 $394k 2.7k 146.14
Unilever 0.2 $404k 9.8k 41.11
Westpac Banking Corporation 0.2 $403k 17k 23.50
Hewlett Packard Enterprise (HPE) 0.2 $405k 18k 23.15
Bank of America Corporation (BAC) 0.2 $376k 17k 22.11
Danaher Corporation (DHR) 0.2 $379k 4.9k 77.76
MarketAxess Holdings (MKTX) 0.2 $381k 2.6k 146.88
Rbc Cad (RY) 0.2 $369k 5.1k 71.92
Palo Alto Networks (PANW) 0.2 $380k 3.0k 124.96
Autodesk (ADSK) 0.2 $342k 4.6k 73.91
Wp Carey (WPC) 0.2 $347k 5.9k 59.07
SYSCO Corporation (SYY) 0.1 $320k 5.8k 55.44
iShares Russell 1000 Value Index (IWD) 0.1 $335k 3.0k 111.97
Public Service Enterprise (PEG) 0.1 $325k 7.4k 43.85
SPDR Gold Trust (GLD) 0.1 $319k 2.9k 109.77
iShares Barclays TIPS Bond Fund (TIP) 0.1 $332k 2.9k 113.16
Valero Energy Partners 0.1 $335k 7.6k 44.22
China Mobile 0.1 $314k 6.0k 52.47
HSBC Holdings (HSBC) 0.1 $307k 7.6k 40.19
AFLAC Incorporated (AFL) 0.1 $307k 4.4k 69.71
Gilead Sciences (GILD) 0.1 $303k 4.2k 71.55
TJX Companies (TJX) 0.1 $314k 4.2k 75.14
Alaska Air (ALK) 0.1 $313k 3.5k 88.77
Stepan Company (SCL) 0.1 $303k 3.7k 81.61
Celgene Corporation 0.1 $314k 2.7k 115.70
SPDR S&P Dividend (SDY) 0.1 $305k 3.6k 85.65
Vanguard Health Care ETF (VHT) 0.1 $300k 2.4k 126.85
Acxiom 0.1 $309k 19k 16.74
PNC Financial Services (PNC) 0.1 $295k 2.5k 117.16
McDonald's Corporation (MCD) 0.1 $290k 2.4k 121.54
Synopsys (SNPS) 0.1 $276k 4.7k 58.95
Credit Suisse Group 0.1 $286k 20k 14.32
GlaxoSmithKline 0.1 $282k 7.3k 38.54
Shire 0.1 $293k 1.7k 170.65
Banco Santander (SAN) 0.1 $281k 54k 5.18
Bk Nova Cad (BNS) 0.1 $279k 5.0k 55.62
Silver Wheaton Corp 0.1 $293k 15k 19.31
Citigroup (C) 0.1 $290k 4.9k 59.44
Ecolab (ECL) 0.1 $268k 2.3k 117.24
Boeing Company (BA) 0.1 $268k 1.7k 155.90
CVS Caremark Corporation (CVS) 0.1 $271k 3.4k 78.99
Becton, Dickinson and (BDX) 0.1 $270k 1.6k 165.85
American Financial (AFG) 0.1 $258k 2.9k 88.02
Hewlett-Packard Company 0.1 $267k 18k 14.85
Sanofi-Aventis SA (SNY) 0.1 $261k 6.5k 40.45
J.M. Smucker Company (SJM) 0.1 $264k 2.1k 128.03
Zimmer Holdings (ZBH) 0.1 $272k 2.6k 103.03
Banco Bilbao Vizcaya Argentaria SA (BBVA) 0.1 $267k 39k 6.77
Pinnacle West Capital Corporation (PNW) 0.1 $273k 3.5k 78.04
CoreSite Realty 0.1 $252k 3.2k 79.22
BP (BP) 0.1 $230k 6.1k 37.44
U.S. Bancorp (USB) 0.1 $230k 4.5k 51.33
Adobe Systems Incorporated (ADBE) 0.1 $238k 2.3k 103.07
ConocoPhillips (COP) 0.1 $249k 5.0k 50.16
Sap (SAP) 0.1 $243k 2.8k 86.51
Cantel Medical 0.1 $242k 3.1k 78.85
Banco de Chile (BCH) 0.1 $241k 3.4k 70.47
MetLife (MET) 0.1 $233k 4.3k 53.94
ICU Medical, Incorporated (ICUI) 0.1 $238k 1.6k 147.37
Smith & Nephew (SNN) 0.1 $248k 8.2k 30.10
UMB Financial Corporation (UMBF) 0.1 $238k 3.1k 77.05
Vanguard Materials ETF (VAW) 0.1 $236k 2.1k 112.60
BHP Billiton 0.1 $218k 6.1k 35.74
Wal-Mart Stores (WMT) 0.1 $224k 3.2k 69.16
W.W. Grainger (GWW) 0.1 $229k 984.00 232.72
Lancaster Colony (LANC) 0.1 $222k 1.6k 141.58
Baker Hughes Incorporated 0.1 $211k 3.2k 65.12
Target Corporation (TGT) 0.1 $229k 3.2k 72.10
VCA Antech 0.1 $223k 3.3k 68.62
Visa (V) 0.1 $229k 2.9k 78.00
Columbia Sportswear Company (COLM) 0.1 $224k 3.8k 58.42
Vanguard Emerging Markets ETF (VWO) 0.1 $228k 6.4k 35.75
O'reilly Automotive (ORLY) 0.1 $229k 823.00 278.25
Ega Emerging Global Shs Tr emrg gl dj 0.1 $221k 10k 22.13
Phillips 66 (PSX) 0.1 $220k 2.5k 86.38
Asml Holding (ASML) 0.1 $228k 2.0k 111.98
Workday Inc cl a (WDAY) 0.1 $224k 3.4k 66.12
Intercontinental Exchange (ICE) 0.1 $220k 3.9k 56.48
Corning Incorporated (GLW) 0.1 $200k 8.2k 24.32
DeVry 0.1 $205k 6.6k 31.15
Arrow Electronics (ARW) 0.1 $202k 2.8k 71.45
Stryker Corporation (SYK) 0.1 $202k 1.7k 119.53
New Jersey Resources Corporation (NJR) 0.1 $203k 5.7k 35.58
ORIX Corporation (IX) 0.1 $189k 12k 15.62
Endurance Intl Group Hldgs I 0.1 $206k 2.2k 92.34
Mitsubishi UFJ Financial (MUFG) 0.1 $175k 28k 6.15
ArcelorMittal 0.1 $181k 25k 7.30
Sumitomo Mitsui Financial Grp (SMFG) 0.1 $175k 23k 7.64
Aegon 0.1 $157k 28k 5.52
First Ban (FNLC) 0.1 $145k 22k 6.59
AES Corporation (AES) 0.1 $120k 10k 11.61
Nomura Holdings (NMR) 0.1 $101k 17k 5.93
Xerox Corporation 0.0 $92k 11k 8.74
Siliconware Precision Industries 0.0 $93k 13k 7.33
Enersis 0.0 $97k 12k 8.21
SouFun Holdings 0.0 $57k 18k 3.26
Mizuho Financial (MFG) 0.0 $51k 14k 3.59
Tesco Corporation 0.0 $32k 13k 2.54