$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORP NEW | $1,228,000 | +13.2% | 9,972 | 0.0% | 1.40% | -5.8% | |
| MRK | MERCK & CO INC NEW | $937,000 | +8.8% | 11,265 | 0.0% | 1.07% | -9.4% | |
| MDLZ | MONDELEZ INTL INC | $742,000 | +24.7% | 14,859 | 0.0% | 0.85% | +3.9% | |
| DVY | ISHARES TRselect divid etf | $657,000 | +9.9% | 6,695 | 0.0% | 0.75% | -8.5% | |
| IEMG | ISHARES INCcore msci emkt | $607,000 | +9.6% | 11,744 | 0.0% | 0.70% | -8.7% | |
| PANW | PALO ALTO NETWORKS INC | $583,000 | +29.0% | 2,399 | 0.0% | 0.67% | +7.4% | |
| WDAY | WORKDAY INC | $477,000 | +20.8% | 2,471 | 0.0% | 0.55% | +0.6% | |
| KMB | KIMBERLY CLARK CORP | $461,000 | +8.7% | 3,722 | 0.0% | 0.53% | -9.6% | |
| VNQ | VANGUARD INDEX FDSreit etf | $345,000 | +16.6% | 3,969 | 0.0% | 0.40% | -2.9% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $341,000 | +33.2% | 1,869 | 0.0% | 0.39% | +10.8% | |
| JMST | JP MORGAN EXCHANGE TRADED FDultra shrt etf | $296,000 | +0.3% | 5,890 | 0.0% | 0.34% | -16.3% | |
| USMV | ISHARES TRusa min vol etf | $248,000 | +12.2% | 4,224 | 0.0% | 0.28% | -6.6% | |
| AMGN | AMGEN INC | $245,000 | -2.4% | 1,288 | 0.0% | 0.28% | -18.8% | |
| IDA | IDACORP INC | $222,000 | +7.2% | 2,226 | 0.0% | 0.25% | -10.6% | |
| LYG | LLOYDS BANKING GROUP PLCsponsored adr | $68,000 | +25.9% | 21,147 | 0.0% | 0.08% | +5.4% | |
| SAN | BANCO SANTANDER SAadr | $56,000 | +3.7% | 12,063 | 0.0% | 0.06% | -13.5% | |
| AUOTY | AU OPTRONICS CORPsponsored adr | $40,000 | -7.0% | 10,883 | 0.0% | 0.05% | -22.0% |
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.