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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 (2016Q2)
Original 13F HR (0001461564-16-000008) filed in 2016.08.16
#
Name
Shares
Value ($)
%
Options
Notes
51 SCHLUMBERGER LTD 7,992 632 0.31%
52 SANOFI 6,047 253 0.12%
53 ROYAL DUTCH SHELL PLC 14,036 775 0.38%
54 ROYAL BK CDA MONTREAL QUE 5,096 323 0.16%
55 RELX NV 18,456 321 0.16%
56 RANDGOLD RES LTD 2,244 251 0.12%
57 PUBLIC SVC ENTERPRISE GRP IN 7,055 329 0.16%
58 PROSPECT CAPITAL CORPORATION 33,000 258 0.13%
59 PROSHARES TR 76,477 3,911 1.93%
60 PROCTER AND GAMBLE CO 13,772 1,166 0.58%
61 PPG INDS INC 1,942 202 0.10%
62 POWERSHARES QQQ TRUST 4,786 515 0.25%
63 PLAINS GP HOLDINGS LP 109,325 1,140 0.56%
64 PLAINS ALL AMERN PIPELINE L 30,907 850 0.42%
65 PINNACLE WEST 3,498 284 0.14%
66 PHILLIPS 66 PARTNERS LP 12,475 697 0.34%
67 PHILIP MORRIS INTL INC 33,014 3,358 1.66%
68 PFIZER INC 49,668 1,749 0.86%
69 PEPSICO INC 17,181 1,820 0.90%
70 PALO ALTO NETWORKS INC 3,041 373 0.18%
71 ORIX CORPORATION SPONSORED ADR 12,100 153 0.08%
72 ORACLE CORP 37,804 1,547 0.76%
73 O REILLY AUTOMOTIVE INC NEW 777 211 0.10%
74 NTT DOCOMO INC 25,906 700 0.35%
75 NOVARTIS A G 9,403 776 0.38%
76 NIPPON TEL &TEL CORP SPON ADR EACH REP 1 11,872 559 0.28%
77 NEW JERSEY RES CORP 5,644 218 0.11%
78 Mizuho Financial Group Inc 12,680 36 0.02%
79 MPLX LP 9,175 309 0.15%
80 MONDELEZ INTL INC 20,451 931 0.46%
81 MITSUBISHI UFJ FINL GROUP IN 22,661 100 0.05%
82 MICROSOFT CORP 51,073 2,613 1.29%
83 MFA FINANCIAL INC COM 74,387 541 0.27%
84 MERCK & CO INC 27,441 1,581 0.78%
85 MCDONALDS CORP 3,276 394 0.19%
86 MASTERCARD INCORPORATED 6,008 529 0.26%
87 MARKETAXESS HLDGS INC 3,450 502 0.25%
88 MAGELLAN MIDSTREAM PRTNRS LP 17,820 1,354 0.67%
89 LLOYDS BANKING GROUP PLC 12,660 38 0.02%
90 LANCASTER COLONY CORP 2,681 342 0.17%
91 KRAFT HEINZ CO 8,137 720 0.36%
92 KIMBERLY CLARK CORP 4,632 637 0.31%
93 JPMORGAN CHASE & CO 18,127 577 0.29%
94 JPMORGAN CHASE & CO 8,885 552 0.27%
95 JOHNSON & JOHNSON 26,328 3,194 1.58%
96 Intuit Inc 2,824 534 0.26%
97 ITC HOLDINGS 5,343 250 0.12%
98 ISHARES TR 34,213 1,775 0.88%
99 ISHARES TR 114,612 12,159 6.01%
100 ISHARES TR 304,987 10,479 5.18%
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