$95.1 Million is the total value of Cypress Wealth Advisors LLC's 84 reported holdings in Q3 2018. The portfolio turnover from Q2 2018 to Q3 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DVY | New | ISHARES TRselect divid etf | $668,000 | – | 6,695 | +100.0% | 0.70% | – |
| FNCL | New | FIDELITYmsci finls idx | $292,000 | – | 7,245 | +100.0% | 0.31% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $221,000 | – | 1,030 | +100.0% | 0.23% | – |
| RYH | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql hlt | $212,000 | – | 1,029 | +100.0% | 0.22% | – |
| ORCL | New | ORACLE CORP | $207,000 | – | 4,020 | +100.0% | 0.22% | – |
| SNPS | New | SYNOPSYS INC | $205,000 | – | 2,081 | +100.0% | 0.22% | – |
| ASX | New | ASE TECHNOLOGY HOLDING CO LTsponsored ads | $51,000 | – | 10,570 | +100.0% | 0.05% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD SPECIALIZED PORTFOL | 16 | Q1 2019 | 17.2% |
| FACEBOOK INC | 16 | Q1 2019 | 8.1% |
| ISHARES TR | 16 | Q1 2019 | 7.2% |
| PHILIP MORRIS INTL INC | 16 | Q1 2019 | 5.8% |
| VANGUARD WORLD FDS | 16 | Q1 2019 | 5.6% |
| ENERGY TRANSFER LP | 16 | Q1 2019 | 5.6% |
| ALTRIA GROUP INC | 16 | Q1 2019 | 3.7% |
| ENTERPRISE PRODS PARTNERS L | 16 | Q1 2019 | 3.8% |
| APPLE INC | 16 | Q1 2019 | 2.6% |
| JOHNSON & JOHNSON | 16 | Q1 2019 | 2.6% |
View Cypress Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-05-17 |
| 13F-HR | 2019-02-14 |
| 13F-HR | 2018-11-14 |
| 13F-HR | 2018-08-14 |
| 13F-HR | 2018-05-16 |
| 13F-HR | 2018-02-15 |
| 13F-HR | 2017-11-15 |
| 13F-HR | 2017-08-16 |
| 13F-HR | 2017-05-16 |
| 13F-HR | 2017-02-15 |
View Cypress Wealth Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.