$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | FACEBOOK INC | $4,126,000 | -15.4% | 25,087 | 0.0% | 4.34% | -17.8% | |
| MO | ALTRIA GROUP INC | $2,196,000 | +6.2% | 36,406 | 0.0% | 2.31% | +3.2% | |
| MSFT | MICROSOFT CORP | $1,687,000 | +15.9% | 14,753 | 0.0% | 1.77% | +12.6% | |
| AMZN | AMAZON COM INC | $1,274,000 | +17.9% | 636 | 0.0% | 1.34% | +14.5% | |
| CVX | CHEVRON CORP NEW | $1,216,000 | -3.3% | 9,947 | 0.0% | 1.28% | -6.1% | |
| DIS | DISNEY WALT CO | $763,000 | +11.5% | 6,522 | 0.0% | 0.80% | +8.4% | |
| MDLZ | MONDELEZ INTL INC | $631,000 | +4.8% | 14,695 | 0.0% | 0.66% | +1.7% | |
| IEMG | ISHARES INCcore msci emkt | $608,000 | -1.5% | 11,744 | 0.0% | 0.64% | -4.3% | |
| GOOGL | GOOGLE INC | $596,000 | +6.8% | 494 | 0.0% | 0.63% | +3.8% | |
| IBM | INTERNATIONAL BUSINESS MACHS | $582,000 | +8.2% | 3,851 | 0.0% | 0.61% | +5.2% | |
| PANW | PALO ALTO NETWORKS INC | $540,000 | +9.5% | 2,399 | 0.0% | 0.57% | +6.4% | |
| KMB | KIMBERLY CLARK CORP | $423,000 | +7.9% | 3,722 | 0.0% | 0.44% | +5.0% | |
| WDAY | WORKDAY INC | $361,000 | +20.7% | 2,471 | 0.0% | 0.38% | +17.3% | |
| DWDP | DOWDUPONT INC | $358,000 | -2.5% | 5,570 | 0.0% | 0.38% | -5.3% | |
| ABT | ABBOTT LABS | $316,000 | +20.2% | 4,305 | 0.0% | 0.33% | +16.5% | |
| HPQ | HEWLETT PACKARD CO | $294,000 | +14.0% | 11,390 | 0.0% | 0.31% | +10.8% | |
| KO | COCA COLA CO | $286,000 | +5.5% | 6,182 | 0.0% | 0.30% | +2.7% | |
| COST | COSTCO WHSL CORP NEW | $280,000 | +12.4% | 1,192 | 0.0% | 0.29% | +8.9% | |
| AMGN | AMGEN INC | $267,000 | +12.2% | 1,288 | 0.0% | 0.28% | +8.9% | |
| IEFA | ISHARES TRcore msci eafe | $242,000 | +0.8% | 3,783 | 0.0% | 0.25% | -2.3% | |
| IWM | ISHARES TRrussell 2000 etf | $239,000 | +3.0% | 1,419 | 0.0% | 0.25% | 0.0% | |
| VZ | VERIZON COMMUNICATIONS INC | $229,000 | +6.0% | 4,288 | 0.0% | 0.24% | +3.0% | |
| IDA | IDACORP INC | $221,000 | +7.8% | 2,226 | 0.0% | 0.23% | +4.5% | |
| GOOG | GOOGLE INC | $220,000 | +7.3% | 184 | 0.0% | 0.23% | +4.1% | |
| IVV | ISHARES TRcore s&p500 etf | $215,000 | +7.0% | 736 | 0.0% | 0.23% | +3.7% |
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.