Cypress Wealth Advisors LLC 13F Holdings · last filed Q1 2019
Cypress Wealth Advisors LLC reported 80 securities worth $87.39M in its SEC 13F filing for Q1 2019 (period ended 2019-03-31). Top holdings: VIG (6.25%), ET (4.98%), META (4.78%). Among its top 25 positions this quarter: 2 new, 5 added, 18 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED PORTFOL | $5.5M | 6.25% | 49,837 | Trimmed |
| 2 | ET | ENERGY TRANSFER LP | $4.4M | 4.98% | 283,225 | Trimmed |
| 3 | META | FACEBOOK INC | $4.2M | 4.78% | 25,056 | Trimmed |
| 4 | WMB | WILLIAMS COS INC DEL | $3.4M | 3.84% | 116,918 | Trimmed |
| 5 | VGT | VANGUARD WORLD FDS | $3.0M | 3.41% | 14,836 | Trimmed |
| 6 | EPD | ENTERPRISE PRODS PARTNERS L | $2.9M | 3.37% | 101,250 | Trimmed |
| 7 | PM | PHILIP MORRIS INTL INC | $2.8M | 3.23% | 31,980 | Trimmed |
| 8 | ENLC | ENLINK MIDSTREAM LLC | $2.8M | 3.22% | 220,000 | Added |
| 9 | WES2 | WESTERN GAS PARTNERS LP | $2.5M | 2.85% | 79,475 | Added |
| 10 | LYFT | LYFT INC | $2.4M | 2.80% | 31,200 | New |
| 11 | PFE | PFIZER INC | $2.1M | 2.40% | 49,339 | Trimmed |
| 12 | GEL | GENESIS ENERGY L P | $2.1M | 2.38% | 89,300 | Added |
| 13 | MO | ALTRIA GROUP INC | $2.1M | 2.35% | 35,725 | Trimmed |
| 14 | PAGP | PLAINS GP HLDGS L P | $1.8M | 2.05% | 71,875 | Trimmed |
| 15 | BPL | BUCKEYE PARTNERS L P | $1.7M | 1.99% | 51,175 | New |
| 16 | PAA | PLAINS ALL AMERN PIPELINE L | $1.7M | 1.99% | 70,800 | Added |
| 17 | TRGP | TARGA RES CORP | $1.7M | 1.97% | 41,425 | Trimmed |
| 18 | MPLX | MPLX LP | $1.7M | 1.93% | 51,200 | Trimmed |
| 19 | AMLP | ALPS ETF TR | $1.6M | 1.78% | 155,352 | Added |
| 20 | MSFT | MICROSOFT CORP | $1.5M | 1.73% | 12,793 | Trimmed |
| 21 | MMP | MAGELLAN MIDSTREAM PRTNRS LP | $1.5M | 1.66% | 23,925 | Trimmed |
| 22 | AAPL | APPLE INC | $1.4M | 1.62% | 7,450 | Trimmed |
| 23 | BMY | BRISTOL MYERS SQUIBB CO | $1.4M | 1.61% | 29,456 | Trimmed |
| 24 | JNJ | JOHNSON & JOHNSON | $1.4M | 1.61% | 10,041 | Trimmed |
| 25 | MMM | 3M CO | $1.4M | 1.56% | 6,541 | Trimmed |
Source: SEC Form 13F filings · as of 2019-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR