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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
151 ISHARES TR 20,956 1,170 0.58%
152 DISNEY WALT CO 12,113 1,185 0.59%
153 SUNOCO LOGISTICS PRTNRS L P 43,765 1,258 0.62%
154 BERKSHIRE HATHAWAY INC DEL 9,039 1,309 0.65%
155 CISCO SYS INC 46,075 1,322 0.65%
156 INTEL CORP 40,306 1,322 0.65%
157 MAGELLAN MIDSTREAM PRTNRS LP 17,820 1,354 0.67%
158 TARGA RES CORP 32,250 1,359 0.67%
159 VANGUARD INDEX FDS 12,724 1,363 0.67%
160 GENESIS ENERGY L P 35,600 1,366 0.67%
161 GENERAL ELECTRIC CO 46,090 1,451 0.72%
162 SHELL MIDSTREAM PARTNERS L P 44,011 1,487 0.73%
163 3M CO 8,665 1,517 0.75%
164 ORACLE CORP 37,804 1,547 0.76%
165 UNITEDHEALTH GROUP INC 11,172 1,577 0.78%
166 MERCK & CO INC 27,441 1,581 0.78%
167 PFIZER INC 49,668 1,749 0.86%
168 ISHARES TR 34,213 1,775 0.88%
169 ISHARES TR 15,722 1,808 0.89%
170 PEPSICO INC 17,181 1,820 0.90%
171 ENTERPRISE PRODS PARTNERS L 66,010 1,931 0.95%
172 EXXON MOBIL CORP 21,063 1,974 0.98%
173 VANGUARD INTL EQUITY INDEX F 51,441 2,204 1.09%
174 CHEVRON CORP NEW 21,767 2,282 1.13%
175 VANGUARD WORLD FD 21,694 2,323 1.15%
176 BRISTOL MYERS SQUIBB CO 33,724 2,480 1.23%
177 ALTRIA GROUP INC 36,110 2,490 1.23%
178 MICROSOFT CORP 51,073 2,613 1.29%
179 ISHARES TR 12,995 2,735 1.35%
180 SPDR S&P 500 ETF TR 13,147 2,754 1.36%
181 APPLE INC 30,686 2,934 1.45%
182 JOHNSON & JOHNSON 26,328 3,194 1.58%
183 PHILIP MORRIS INTL INC 33,014 3,358 1.66%
184 PROSHARES TR 76,477 3,911 1.93%
185 ISHARES TR 87,029 4,022 1.99%
186 VANGUARD INDEX FDS 49,686 4,406 2.18%
187 GAP 348,001 7,385 3.65%
188 FACEBOOK INC 68,293 7,805 3.86%
189 SSGA ACTIVE ETF TR 179,198 8,946 4.42%
190 ISHARES TR 304,987 10,479 5.18%
191 ISHARES TR 114,612 12,159 6.01%
192 VANGUARD SPECIALIZED PORTFOL 187,976 15,647 7.73%
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