Cypress Wealth Advisors LLC 13F Holdings
CIK 0001461564 · SAN FRANCISCO, CA
As of Mar 31, 2019, Cypress Wealth Advisors LLC reported 80 positions worth $87.4K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 49,837 | $5.5K | 6.25% |
| ENERGY TRANSFER LP | ET | Energy | 283,225 | $4.4K | 4.98% |
| META PLATFORMS INC | META | Communication Services | 25,056 | $4.2K | 4.78% |
| WILLIAMS COMPANIES INC | WMB | Energy | 116,918 | $3.4K | 3.84% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 14,836 | $3.0K | 3.41% |
| ENTERPRISE PRODUCTS PARTNERS LP | EPD | Energy | 101,250 | $2.9K | 3.37% |
| PHILIP MORRIS INTERNATIONAL INC | PM | Consumer Defensive | 31,980 | $2.8K | 3.23% |
| ENLINK MIDSTREAM LLC COM UNIT REP LTD | ENLC | Energy | 220,000 | $2.8K | 3.22% |
| WESTERN MIDSTREAM | WES2 | Energy | 79,475 | $2.5K | 2.85% |
| LYFT INC | LYFT | Technology | 31,200 | $2.4K | 2.80% |
| PFIZER INC | PFE | Healthcare | 49,339 | $2.1K | 2.40% |
| GENESIS ENERGY L P | GEL | Energy | 89,300 | $2.1K | 2.38% |
| ALTRIA GROUP INC | MO | Equity | 35,725 | $2.1K | 2.35% |
| Plains Group Hldgs LP | PAGP | Energy | 71,875 |