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Institutional Investment Manager
CYPRESS WEALTH ADVISORS LLC
CYPRESS WEALTH ADVISORS LLC (CIK: 0001461564). Institutional holdings reported to the SEC.
Institutional Holdings (2015Q2)
Original 13F HR (0001461564-15-000003) filed in 2015.08.17
#
Name
Shares
Value ($)
%
Options
Notes
51 VANGUARD INDEX FDS 7,778 581 0.46%
52 ISHARES TR 4,856 572 0.45%
53 JPMORGAN CHASE & CO 14,222 563 0.45%
54 ISHARES TR 5,631 558 0.44%
55 SCHWAB CHARLES CORP 16,721 546 0.43%
56 PALO ALTO NETWORKS INC 3,041 531 0.42%
57 Columbia Emerging Mkts Consume 20,269 528 0.42%
58 ISHARES 8,851 511 0.40%
59 POWERSHARES QQQ TRUST 4,765 510 0.40%
60 ALPS ETF TR 30,693 478 0.38%
61 ISHARES NASDAQ BIOTECHNOLOGY ETF 858 463 0.37%
62 Hewlett Packard Co 15,370 461 0.36%
63 KIMBERLY CLARK CORP 4,300 456 0.36%
64 GOOGLE INC 855 445 0.35%
65 DU PONT E I DE NEMOURS & CO 6,735 431 0.34%
66 COSTCO WHSL CORP NEW 3,176 429 0.34%
67 WELLS FARGO CO NEW 7,458 419 0.33%
68 VERIZON COMMUNICATIONS INC 8,860 413 0.33%
69 AMERICAN EXPRESS CO 5,117 398 0.31%
70 PROCTER AND GAMBLE CO 4,501 352 0.28%
71 JPMORGAN CHASE & CO 4,933 334 0.26%
72 ISHARES TR 6,165 315 0.25%
73 ISHARES TR 2,945 304 0.24%
74 COMCAST CORP NEW 4,918 296 0.23%
75 SPDR INDEX SHS FDS 6,749 283 0.22%
76 SPDR SER TR 3,541 270 0.21%
77 WORKDAY INC 3,388 259 0.20%
78 VANGUARD INTL EQUITY INDEX F 5,828 238 0.19%
79 EBAY INC 3,832 231 0.18%
80 AMGEN INC 1,484 228 0.18%
81 VANGUARD WORLD FDS 2,046 220 0.17%
82 COCA COLA CO 5,562 218 0.17%
83 PPG INDS INC 1,884 216 0.17%
84 TARGET CORP 2,491 203 0.16%
85 AUTODESK INC 4,000 200 0.16%
86 Market Vectors Gold 10,000 178 0.14%
87 SCHWAB US DIVIDEND EQUITY ETF 2,799 107 0.08%
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New Holding filing (0001461564-15-000004) filed in 2015.08.24, by the way our system suggest this is a Restatement filing.
#
Name
Shares
Value ($)
%
Options
Notes
1 SCHWAB US DIVIDEND EQUITY ETF 2,799 107 0.06%
2 DOMINION MIDSTREAM PARTNERS 3,400 130 0.08%
3 EnLink Midstream Partners LP 8,000 176 0.10%
4 Market Vectors Gold 10,000 178 0.10%
5 AUTODESK INC 4,000 200 0.12%
6 GENTHERM INC 3,705 203 0.12%
7 TARGET CORP 2,491 203 0.12%
8 HOME DEPOT INC 1,848 205 0.12%
9 FORTINET INC 5,038 208 0.12%
10 TIME WARNER INC 2,438 213 0.12%
11 PPG INDS INC 1,884 216 0.13%
12 PALL CORP 1,457 216 0.13%
13 COCA COLA CO 5,562 218 0.13%
14 BECTON DICKINSON & CO 1,547 219 0.13%
15 VANGUARD WORLD FDS 2,046 220 0.13%
16 SMUCKER J M CO 2,037 221 0.13%
17 HSBC HLDGS PLC 5,040 226 0.13%
18 ALASKA AIR GROUP INC 3,510 226 0.13%
19 MALLINCKRODT PUB LTD CO 1,938 228 0.13%
20 AMGEN INC 1,484 228 0.13%
21 EBAY INC 3,832 231 0.14%
22 COLUMBIA SPORTSWEAR CO 3,834 232 0.14%
23 VANGUARD INTL EQUITY INDEX F 5,828 238 0.14%
24 SYNAPTICS INC 2,887 250 0.15%
25 MINERALS TECHNOLOGIES INC 3,702 252 0.15%
26 TEXAS INSTRS INC 4,944 255 0.15%
27 JONES LANG LASALLE INC 1,489 255 0.15%
28 WORKDAY INC 3,388 259 0.15%
29 TRAVELERS COMPANIES INC 2,708 262 0.15%
30 AMERISOURCEBERGEN CORP 2,467 262 0.15%
31 SPDR SER TR 3,541 270 0.16%
32 WEST PHARMACEUTICAL SVSC INC 4,847 282 0.16%
33 SPDR INDEX SHS FDS 6,749 283 0.17%
34 GILEAD SCIENCES INC 2,413 283 0.17%
35 CVS HEALTH CORP 2,735 287 0.17%
36 COMCAST CORP NEW 4,918 296 0.17%
37 ISHARES TR 2,945 304 0.18%
38 HCC INSURANCE HOLDINGS INC 4,072 313 0.18%
39 ISHARES TR 6,165 315 0.18%
40 MARKETAXESS HLDGS INC 3,450 320 0.19%
41 QUALCOMM INC 5,248 329 0.19%
42 DANAHER CORP DEL 3,931 336 0.20%
43 CHINA MOBILE LIMITED 5,260 337 0.20%
44 MASTERCARD INCORPORATED 3,940 368 0.22%
45 UNILEVER N V 8,812 369 0.22%
46 Targa Resources Partners LP 10,000 386 0.23%
47 AT&T INC 11,185 397 0.23%
48 3M CO 2,616 404 0.24%
49 VERIZON COMMUNICATIONS INC 8,860 413 0.24%
50 WELLS FARGO CO NEW 7,458 419 0.25%
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