Basic Stats
Portfolio Value $ 87,394,000
Current Positions 80
Latest Holdings, Performance, AUM (from 13F, 13D)

Cypress Wealth Advisors LLC has disclosed 80 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 87,394,000 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Cypress Wealth Advisors LLC’s top holdings are Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF (US:VIG) , Exacttarget, Inc. (US:30064K105) , Meta Platforms, Inc. (US:META) , The Williams Companies, Inc. (US:WMB) , and Vanguard World Fund - Vanguard Information Technology ETF (US:VGT) . Cypress Wealth Advisors LLC’s new positions include Lyft, Inc. (US:LYFT) , Vanguard Scottsdale Funds - Vanguard Short-Term Treasury Index Fund Institutional Shares (US:VSBIX) , Vanguard Bond Index Funds - Vanguard Bond Index Fund Total Bond Market Index Fund (US:VBMFX) , Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF (US:BSV) , and .

Add This Fund
to your Dashboard
Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.28 4.35 4.9820 4.9820
0.01 2.98 3.4064 3.4064
0.10 2.95 3.3709 3.3709
0.03 2.44 2.7954 2.7954
0.07 1.79 2.0493 2.0493
0.05 1.74 1.9921 1.9921
0.04 1.72 1.9692 1.9692
0.05 1.68 1.9269 1.9269
0.22 2.81 3.2176 1.8492
0.01 1.17 1.3433 1.3433
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.05 5.46 6.2521 -1.8784
0.05 2.10 2.3972 -0.6432
0.03 1.41 1.6077 -0.5054
0.12 3.36 3.8424 -0.4578
0.01 1.40 1.6065 -0.3938
0.02 1.45 1.6603 -0.3854
0.00 0.85 0.9680 -0.3756
0.00 0.00 -0.3339
0.01 1.51 1.7267 -0.3314
0.00 0.00 -0.3023
13F and Fund Filings

This form was filed on 2019-05-17 for the reporting period 2019-03-31. Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF 0.05 -17.51 5.46 -7.67 6.2521 -1.8784
30064K105 / Exacttarget, Inc. 0.28 -7.84 4.35 7.27 4.9820 4.9820
META / Meta Platforms, Inc. 0.03 -0.77 4.18 26.19 4.7795 0.2320
WMB / The Williams Companies, Inc. 0.12 -17.64 3.36 7.28 3.8424 -0.4578
VGT / Vanguard World Fund - Vanguard Information Technology ETF 0.01 -6.37 2.98 12.59 3.4064 3.4064
EPD / Enterprise Products Partners L.P. - Limited Partnership 0.10 -7.91 2.95 8.95 3.3709 3.3709
PM / Philip Morris International Inc. 0.03 -2.03 2.83 29.74 3.2348 0.2411
ENLC / EnLink Midstream, LLC 0.22 109.52 2.81 182.33 3.2176 1.8492
WES / Western Midstream Partners, LP - Limited Partnership 0.08 60.23 2.49 81.24 2.8515 0.9624
LYFT / Lyft, Inc. 0.03 2.44 2.7954 2.7954
PFE / Pfizer Inc. 0.05 -2.69 2.10 -5.33 2.3972 -0.6432
GEL / Genesis Energy, L.P. - Limited Partnership 0.09 40.41 2.08 77.11 2.3812 0.7669
MO / Altria Group, Inc. 0.04 -1.75 2.05 14.25 2.3480 -0.1195
PAGP / Plains GP Holdings, L.P. - Limited Partnership 0.07 -4.39 1.79 18.53 2.0493 2.0493
US1182301010 / Buckeye Partners, L.P. 0.05 1.74 1.9921 1.9921
PAA / Plains All American Pipeline, L.P. - Limited Partnership 0.07 27.22 1.74 55.61 1.9853 0.4534
TRGP / Targa Resources Corp. 0.04 -30.49 1.72 -19.84 1.9692 1.9692
MPLX / MPLX LP - Limited Partnership 0.05 -24.59 1.68 -18.13 1.9269 1.9269
AMLP / ALPS ETF Trust - Alerian MLP ETF 0.16 7.17 1.56 23.16 1.7827 0.0448
MSFT / Microsoft Corporation 0.01 -13.29 1.51 0.73 1.7267 -0.3314
MMP / Magellan Midstream Partners L.P. 0.02 -8.30 1.45 -2.55 1.6603 -0.3854
AAPL / Apple Inc. 0.01 -9.11 1.42 9.44 1.6191 -0.1573
BMY / Bristol-Myers Squibb Company 0.03 -0.45 1.41 -8.65 1.6077 -0.5054
JNJ / Johnson & Johnson 0.01 -11.03 1.40 -3.57 1.6065 -0.3938
MMM / 3M Company 0.01 -1.58 1.36 7.35 1.5550 -0.1843
ARE / Alexandria Real Estate Equities, Inc. 0.01 12.99 1.25 39.71 1.4292 0.2009
AM / Antero Midstream Corporation 0.09 80.93 1.25 16.54 1.4269 -0.0432
CVX / Chevron Corporation 0.01 0.00 1.23 13.18 1.4051 -0.0855
UNP / Union Pacific Corporation 0.01 -0.13 1.17 20.91 1.3433 1.3433
SEMG / EA Series Trust - Suncoast Select Growth ETF 0.08 -6.85 1.12 -0.44 1.2838 -0.2645
PSXP / Phillips 66 Partners LP - Units 0.02 -15.51 1.08 5.04 1.2404 1.2404
KMI / Kinder Morgan, Inc. 0.05 131.96 1.07 201.98 1.2232 0.7368
SHLX / Shell Midstream Partners L.P. - Unit 0.05 0.98 1.1225 1.1225
MRK / Merck & Co., Inc. 0.01 0.00 0.94 8.83 1.0722 -0.1107
AMZN / Amazon.com, Inc. 0.00 -27.04 0.85 -13.50 0.9680 -0.3756
CSM / ProShares Trust - ProShares Large Cap Core Plus 0.01 -6.31 0.78 5.82 0.8948 0.8948
INTC / Intel Corporation 0.01 -7.51 0.78 5.83 0.8937 -0.1203
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock) 0.00 -2.48 0.76 1.34 0.8662 0.8662
MDLZ / Mondelez International, Inc. 0.01 0.00 0.74 24.71 0.8490 0.0316
CSCO / Cisco Systems, Inc. 0.01 -3.74 0.74 20.00 0.8445 -0.0005
DIS / The Walt Disney Company 0.01 -0.29 0.68 0.89 0.7781 -0.1479
DVY / iShares Trust - iShares Select Dividend ETF 0.01 0.00 0.66 9.87 0.7518 0.7518
BPMP / BP Midstream Partners LP - Unit 0.04 126.74 0.65 110.75 0.7403 0.7403
XOM / Exxon Mobil Corporation 0.01 -20.63 0.63 -5.99 0.7186 -0.1992
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF 0.01 0.00 0.61 9.57 0.6946 0.6946
OKE / ONEOK, Inc. 0.01 -1.14 0.61 28.06 0.6946 0.0433
PANW / Palo Alto Networks, Inc. 0.00 0.00 0.58 28.98 0.6671 0.0461
VSBIX / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury Index Fund Institutional Shares 0.01 0.56 0.6454 0.6454
IBM / International Business Machines Corporation 0.00 -6.42 0.54 16.03 0.6213 -0.0216
VBMFX / Vanguard Bond Index Funds - Vanguard Bond Index Fund Total Bond Market Index Fund 0.01 0.51 0.5813 0.5813
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF 0.01 0.51 0.5790 0.5790
WDAY / Workday, Inc. 0.00 0.00 0.48 20.76 0.5458 0.5458
KMB / Kimberly-Clark Corporation 0.00 0.00 0.46 8.73 0.5275 -0.0550
GOOGL / Alphabet Inc. 0.00 -23.77 0.44 -14.12 0.5012 -0.1995
WFC / Wells Fargo & Company 0.01 -9.25 0.43 -5.02 0.4977 -0.1315
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF 0.01 -6.29 0.42 -4.07 0.4852 0.4852
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF 0.00 0.00 0.34 16.55 0.3948 0.3948
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock) 0.00 0.00 0.34 33.20 0.3902 0.3902
ABT / Abbott Laboratories 0.00 -5.09 0.33 5.14 0.3742 -0.0531
GE / General Electric Company 0.03 14.35 0.30 50.76 0.3398 0.0692
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF 0.01 0.00 0.30 0.34 0.3387 0.3387
ETRN / Equitrans Midstream Corporation 0.01 -24.96 0.28 -18.34 0.3261 0.3261
DOW / Dow Inc. 0.01 8.06 0.27 7.54 0.3101 -0.0361
PEP / PepsiCo, Inc. 0.00 -25.70 0.26 -17.42 0.2929 -0.1330
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.00 0.00 0.25 12.22 0.2838 0.2838
AMGN / Amgen Inc. 0.00 0.00 0.24 -2.39 0.2803 -0.0645
KHC / The Kraft Heinz Company 0.01 11.27 0.24 -15.68 0.2769 -0.1174
SNPS / Synopsys, Inc. 0.00 0.23 0.2632 0.2632
IDA / IDACORP, Inc. 0.00 0.00 0.22 7.25 0.2540 0.2540
VZ / Verizon Communications Inc. 0.00 -14.48 0.22 -9.96 0.2483 -0.0828
ORCL / Oracle Corporation 0.00 0.22 0.2472 0.2472
CMCSA / Comcast Corporation 0.01 -39.87 0.21 -29.29 0.2403 -0.1677
KO / The Coca-Cola Company 0.00 -27.69 0.21 -28.67 0.2391 -0.1634
HPQ / HP Inc. 0.01 -8.36 0.20 -12.99 0.2300 -0.0874
HPE / Hewlett Packard Enterprise Company 0.01 -5.16 0.16 10.56 0.1796 -0.0154
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock) 0.02 0.00 0.07 25.93 0.0778 0.0778
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock) 0.01 0.00 0.06 3.70 0.0641 0.0641
NMR / Nomura Holdings, Inc. - Depositary Receipt (Common Stock) 0.01 -1.66 0.04 -4.44 0.0492 0.0492
AUO / AU Optronics Corp. 0.01 0.00 0.04 -6.98 0.0458 0.0458
UMC / United Microelectronics Corporation - Depositary Receipt (Common Stock) 0.01 -18.55 0.02 -13.64 0.0217 0.0217
BRK.B / Berkshire Hathaway Inc. 0.00 -100.00 0.00 -100.00 -0.2789
PG / The Procter & Gamble Company 0.00 -100.00 0.00 -100.00 -0.3023
GOOG / Alphabet Inc. 0.00 -100.00 0.00 -100.00 -0.2899
COST / Costco Wholesale Corporation 0.00 -100.00 0.00 -100.00 -0.3339
ENLK / EnLink Midstream Partners, LP 0.00 -100.00 0.00 -100.00 0.0000