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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
101 AMERICAN NATL INS CO COM 4,517 511 0.25%
102 POWERSHARES QQQ TRUST 4,786 515 0.25%
103 TRAVELERS COMPANIES INC 4,373 521 0.26%
104 VIRTUS GLOBAL MULTI-SEC INC 54,050 522 0.26%
105 MASTERCARD INCORPORATED 6,008 529 0.26%
106 Intuit Inc 2,824 534 0.26%
107 MFA FINANCIAL INC COM 74,387 541 0.27%
108 JPMORGAN CHASE & CO 8,885 552 0.27%
109 NIPPON TEL &TEL CORP SPON ADR EACH REP 1 11,872 559 0.28%
110 ISHARES TR 4,856 564 0.28%
111 ISHARES TR 5,631 565 0.28%
112 JPMORGAN CHASE & CO 18,127 577 0.29%
113 ACCENTURE PLC IRELAND 5,091 577 0.29%
114 VALERO ENERGY PARTNERS LP 12,650 595 0.29%
115 WESTERN GAS PARTNERS LP 12,155 613 0.30%
116 SCHLUMBERGER LTD 7,992 632 0.31%
117 KIMBERLY CLARK CORP 4,632 637 0.31%
118 CHUBB LIMITED 4,961 648 0.32%
119 BAIDU INC 3,924 648 0.32%
120 CHUNGHWA TELECOM CO LTD 17,929 651 0.32%
121 VERIZON COMMUNICATIONS INC 11,666 651 0.32%
122 BERKSHIRE HATHAWAY INC DEL 300 651 0.32%
123 PHILLIPS 66 PARTNERS LP 12,475 697 0.34%
124 NTT DOCOMO INC 25,906 700 0.35%
125 COSTCO WHSL CORP NEW 4,481 704 0.35%
126 KRAFT HEINZ CO 8,137 720 0.36%
127 AT&T INC 17,153 741 0.37%
128 WELLS FARGO CO NEW 15,697 743 0.37%
129 SCHWAB US DIVIDEND EQUITY ETF 18,169 753 0.37%
130 EQT MIDSTREAM PARTNERS LP 9,550 767 0.38%
131 ROYAL DUTCH SHELL PLC 14,036 775 0.38%
132 NOVARTIS A G 9,403 776 0.38%
133 ISHARES NASDAQ BIOTECHNOLOGY ETF 1,138 801 0.40%
134 WILLIAMS COS INC DEL 37,148 804 0.40%
135 PLAINS ALL AMERN PIPELINE L 30,907 850 0.42%
136 ANTERO MIDSTREAM PARTNERS LP 30,775 858 0.42%
137 INTERNATIONAL BUSINESS MACHS 5,902 896 0.44%
138 Western Gas Equity Partners, L.P. 23,800 910 0.45%
139 MONDELEZ INTL INC 20,451 931 0.46%
140 ENERGY TRANSFER L P 65,075 935 0.46%
141 ISHARES GOLD TRUST 73,826 942 0.47%
142 SEMGROUP CORP CL A 29,500 961 0.47%
143 BUCKEYE PARTNERS L P 13,850 974 0.48%
144 ISHARES INC 23,429 980 0.48%
145 ISHARES TR 14,799 983 0.49%
146 AMAZON COM INC 1,545 1,106 0.55%
147 GOOGLE INC 1,644 1,138 0.56%
148 PLAINS GP HOLDINGS LP 109,325 1,140 0.56%
149 CROSSTEX ENERGY INC 73,000 1,161 0.57%
150 PROCTER AND GAMBLE CO 13,772 1,166 0.58%
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