Dark
Light
System
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
101 KIMBERLY CLARK CORP 4,632 637 0.31%
102 KRAFT HEINZ CO 8,137 720 0.36%
103 LANCASTER COLONY CORP 2,681 342 0.17%
104 LLOYDS BANKING GROUP PLC 12,660 38 0.02%
105 MAGELLAN MIDSTREAM PRTNRS LP 17,820 1,354 0.67%
106 MARKETAXESS HLDGS INC 3,450 502 0.25%
107 MASTERCARD INCORPORATED 6,008 529 0.26%
108 MCDONALDS CORP 3,276 394 0.19%
109 MERCK & CO INC 27,441 1,581 0.78%
110 MFA FINANCIAL INC COM 74,387 541 0.27%
111 MICROSOFT CORP 51,073 2,613 1.29%
112 MITSUBISHI UFJ FINL GROUP IN 22,661 100 0.05%
113 MONDELEZ INTL INC 20,451 931 0.46%
114 MPLX LP 9,175 309 0.15%
115 Mizuho Financial Group Inc 12,680 36 0.02%
116 NEW JERSEY RES CORP 5,644 218 0.11%
117 NIPPON TEL &TEL CORP SPON ADR EACH REP 1 11,872 559 0.28%
118 NOVARTIS A G 9,403 776 0.38%
119 NTT DOCOMO INC 25,906 700 0.35%
120 O REILLY AUTOMOTIVE INC NEW 777 211 0.10%
121 ORACLE CORP 37,804 1,547 0.76%
122 ORIX CORPORATION SPONSORED ADR 12,100 153 0.08%
123 PALO ALTO NETWORKS INC 3,041 373 0.18%
124 PEPSICO INC 17,181 1,820 0.90%
125 PFIZER INC 49,668 1,749 0.86%
126 PHILIP MORRIS INTL INC 33,014 3,358 1.66%
127 PHILLIPS 66 PARTNERS LP 12,475 697 0.34%
128 PINNACLE WEST 3,498 284 0.14%
129 PLAINS ALL AMERN PIPELINE L 30,907 850 0.42%
130 PLAINS GP HOLDINGS LP 109,325 1,140 0.56%
131 POWERSHARES QQQ TRUST 4,786 515 0.25%
132 PPG INDS INC 1,942 202 0.10%
133 PROCTER AND GAMBLE CO 13,772 1,166 0.58%
134 PROSHARES TR 76,477 3,911 1.93%
135 PROSPECT CAPITAL CORPORATION 33,000 258 0.13%
136 PUBLIC SVC ENTERPRISE GRP IN 7,055 329 0.16%
137 RANDGOLD RES LTD 2,244 251 0.12%
138 RELX NV 18,456 321 0.16%
139 ROYAL BK CDA MONTREAL QUE 5,096 323 0.16%
140 ROYAL DUTCH SHELL PLC 14,036 775 0.38%
141 SANOFI 6,047 253 0.12%
142 SCHLUMBERGER LTD 7,992 632 0.31%
143 SCHWAB CHARLES CORP 18,107 458 0.23%
144 SCHWAB US DIVIDEND EQUITY ETF 18,169 753 0.37%
145 SEMGROUP CORP CL A 29,500 961 0.47%
146 SHELL MIDSTREAM PARTNERS L P 44,011 1,487 0.73%
147 SHIRE PLC 1,797 331 0.16%
148 SILVERWHEATONCOR 14,479 341 0.17%
149 SMITH & NEPHEW PLC 7,574 260 0.13%
150 SMUCKER J M CO 2,072 316 0.16%
Page 3 of 4