$87.4 Million is the total value of Cypress Wealth Advisors LLC's 81 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LYFT | New | LYFT INC | $2,443,000 | – | 31,200 | +100.0% | 2.80% | – |
| BPL | New | BUCKEYE PARTNERS L Punit ltd partn | $1,741,000 | – | 51,175 | +100.0% | 1.99% | – |
| SHLX | New | SHELL MIDSTREAM PARTNERS L Punit ltd partn | $981,000 | – | 47,950 | +100.0% | 1.12% | – |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $564,000 | – | 9,330 | +100.0% | 0.64% | – |
| BND | New | VANGUARD BD INDEX FD INCtotal bnd mrkt | $508,000 | – | 9,100 | +100.0% | 0.58% | – |
| BSV | New | VANGUARD BD INDEX FD INCshort trm bond | $506,000 | – | 6,350 | +100.0% | 0.58% | – |
| SNPS | New | SYNOPSYS INC | $230,000 | – | 2,000 | +100.0% | 0.26% | – |
| ORCL | New | ORACLE CORP | $216,000 | – | 4,020 | +100.0% | 0.25% | – |
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 2019-05-17
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.