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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 (2016Q1)
Portfolio Summary: 202 holdings with a total value of $218,492,000.
#
Name
Shares
Value ($)
%
Options
Notes
201 VANGUARD SPECIALIZED FUNDS 186,994 15,193,000 6.95%
202 ISHARES TR 148,710 15,677,000 7.18%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001461564-16-000007, filed 2016.05.12).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.