# Cypress Wealth Advisors LLC

> Institutional holdings reported to the SEC as of Q1 2019 on Form 13F. CIK 1461564. Source: https://holderbook.com/funds/1461564-cypress-wealth-advisors-llc/

- Reported value: $87.4M
- Positions: 80
- Weight of the ten largest: 38.7%
- Filed: 2019-05-17

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $5.5M | 49,837 | 6.3% | 2 |
| ENERGY TRANSFER L P | [ET](https://holderbook.com/stocks/ET/) | $4.4M | 283,225 | 5.0% | 2 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $4.2M | 25,056 | 4.8% | 2 |
| WILLIAMS COS INC | [WMB](https://holderbook.com/stocks/WMB/) | $3.4M | 116,918 | 3.8% | 2 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $3.0M | 14,836 | 3.4% | 2 |
| ENTERPRISE PRODS PARTNERS L | [EPD](https://holderbook.com/stocks/EPD/) | $2.9M | 101,250 | 3.4% | 2 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $2.8M | 31,980 | 3.2% | 2 |
| ENLINK MIDSTREAM LLC | [ENLC](https://holderbook.com/stocks/ENLC/) | $2.8M | 220,000 | 3.2% | 2 |
| WESTERN GAS PARTNERS LP | [WES](https://holderbook.com/stocks/WES/) | $2.5M | 79,475 | 2.9% | 2 |
| LYFT INC | [LYFT](https://holderbook.com/stocks/LYFT/) | $2.4M | 31,200 | 2.8% | 1 |
| PFIZER INC | [PFE](https://holderbook.com/stocks/PFE/) | $2.1M | 49,339 | 2.4% | 2 |
| GENESIS ENERGY L P | [GEL](https://holderbook.com/stocks/GEL/) | $2.1M | 89,300 | 2.4% | 2 |
| ALTRIA GROUP INC | [MO](https://holderbook.com/stocks/MO/) | $2.1M | 35,725 | 2.3% | 2 |
| Plains Group Hldgs LP | - | $1.8M | 71,875 | 2.0% | 2 |
| BUCKEYE PARTNERS L P | [BPL](https://holderbook.com/stocks/BPL/) | $1.7M | 51,175 | 2.0% | 1 |
| PLAINS ALL AMERN PIPELINE L | [PAA](https://holderbook.com/stocks/PAA/) | $1.7M | 70,800 | 2.0% | 2 |
| TARGA RES CORP | [TRGP](https://holderbook.com/stocks/TRGP/) | $1.7M | 41,425 | 2.0% | 2 |
| MPLX LP | [MPLX](https://holderbook.com/stocks/MPLX/) | $1.7M | 51,200 | 1.9% | 2 |
| ALPS ETF TR | [AMLPXXXX](https://holderbook.com/stocks/AMLPXXXX/) | $1.6M | 155,352 | 1.8% | 2 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.5M | 12,793 | 1.7% | 2 |
| MAGELLAN MIDSTREAM PRTNRS LP | [MMP](https://holderbook.com/stocks/MMP/) | $1.5M | 23,925 | 1.7% | 2 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $1.4M | 7,450 | 1.6% | 2 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $1.4M | 29,456 | 1.6% | 2 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.4M | 10,041 | 1.6% | 2 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $1.4M | 6,541 | 1.6% | 2 |
| ALEXANDRIA REAL ESTATE EQ IN | [ARE](https://holderbook.com/stocks/ARE/) | $1.2M | 8,762 | 1.4% | 2 |
| ANTERO MIDSTREAM PARTNERS LP | [AMXXXX](https://holderbook.com/stocks/AMXXXX/) | $1.2M | 90,511 | 1.4% | 2 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $1.2M | 9,972 | 1.4% | 2 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $1.2M | 7,019 | 1.3% | 2 |
| SEMGROUP CORP | [SEMG](https://holderbook.com/stocks/SEMG/) | $1.1M | 76,150 | 1.3% | 2 |
| PHILLIPS 66 PARTNERS LP | [PSXP](https://holderbook.com/stocks/PSXP/) | $1.1M | 20,700 | 1.2% | 2 |
| KINDER MORGAN INC DEL | [KMI](https://holderbook.com/stocks/KMI/) | $1.1M | 53,438 | 1.2% | 2 |
| SHELL MIDSTREAM PARTNERS L P | [SHLX](https://holderbook.com/stocks/SHLX/) | $981.0K | 47,950 | 1.1% | 1 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $937.0K | 11,265 | 1.1% | 2 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $846.0K | 475 | 1.0% | 2 |
| PROSHARES TR | [CSM](https://holderbook.com/stocks/CSM/) | $782.0K | 11,426 | 0.9% | 2 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $781.0K | 14,549 | 0.9% | 2 |
| BAIDU INC | [BIDU](https://holderbook.com/stocks/BIDU/) | $757.0K | 4,594 | 0.9% | 2 |
| MONDELEZ INTL INC | [MDLZ](https://holderbook.com/stocks/MDLZ/) | $742.0K | 14,859 | 0.8% | 2 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $738.0K | 13,667 | 0.8% | 2 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $680.0K | 6,125 | 0.8% | 2 |
| ISHARES TR | [DVY](https://holderbook.com/stocks/DVY/) | $657.0K | 6,695 | 0.8% | 2 |
| BP MIDSTREAM PARTNERS LP | [BPMP](https://holderbook.com/stocks/BPMP/) | $647.0K | 44,725 | 0.7% | 2 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $628.0K | 7,777 | 0.7% | 2 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $607.0K | 11,744 | 0.7% | 2 |
| ONEOK INC NEW | [OKE](https://holderbook.com/stocks/OKE/) | $607.0K | 8,689 | 0.7% | 2 |
| PALO ALTO NETWORKS INC | [PANW](https://holderbook.com/stocks/PANW/) | $583.0K | 2,399 | 0.7% | 2 |
| VANGUARD SCOTTSDALE FDS | [VGSH](https://holderbook.com/stocks/VGSH/) | $564.0K | 9,330 | 0.6% | 1 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $543.0K | 3,851 | 0.6% | 2 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $508.0K | 9,100 | 0.6% | 1 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $506.0K | 6,350 | 0.6% | 1 |
| WORKDAY INC | [WDAY](https://holderbook.com/stocks/WDAY/) | $477.0K | 2,471 | 0.5% | 2 |
| KIMBERLY-CLARK CORP | [KMB](https://holderbook.com/stocks/KMB/) | $461.0K | 3,722 | 0.5% | 2 |
| GOOGLE INC | - | $438.0K | 372 | 0.5% | 2 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $435.0K | 9,011 | 0.5% | 2 |
| ISHARES TR | [IGSB](https://holderbook.com/stocks/IGSB/) | $424.0K | 8,022 | 0.5% | 2 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $345.0K | 3,969 | 0.4% | 2 |
| ALIBABA GROUP HLDG LTD | [BABA](https://holderbook.com/stocks/BABA/) | $341.0K | 1,869 | 0.4% | 2 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $327.0K | 4,086 | 0.4% | 2 |
| GENERAL ELECTRIC CO | [GEXXXX](https://holderbook.com/stocks/GEXXXX/) | $297.0K | 29,731 | 0.3% | 2 |
| J P MORGAN EXCHANGE TRADED F | [JMST](https://holderbook.com/stocks/JMST/) | $296.0K | 5,890 | 0.3% | 2 |
| EQUITRANS MIDSTREAM CORP | [ETRN](https://holderbook.com/stocks/ETRN/) | $285.0K | 13,075 | 0.3% | 2 |
| DOWDUPONT INC | [DWDP](https://holderbook.com/stocks/DWDP/) | $271.0K | 5,092 | 0.3% | 2 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $256.0K | 2,087 | 0.3% | 2 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $248.0K | 4,224 | 0.3% | 2 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $245.0K | 1,288 | 0.3% | 2 |
| KRAFT HEINZ CO | [KHC](https://holderbook.com/stocks/KHC/) | $242.0K | 7,415 | 0.3% | 2 |
| SYNOPSYS INC | [SNPS](https://holderbook.com/stocks/SNPS/) | $230.0K | 2,000 | 0.3% | 1 |
| IDACORP INC | [IDA](https://holderbook.com/stocks/IDA/) | $222.0K | 2,226 | 0.3% | 2 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $217.0K | 3,667 | 0.2% | 2 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $216.0K | 4,020 | 0.2% | 1 |
| COMCAST CORP NEW | [CMCSA](https://holderbook.com/stocks/CMCSA/) | $210.0K | 5,246 | 0.2% | 2 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $209.0K | 4,470 | 0.2% | 2 |
| HEWLETT PACKARD CO | - | $201.0K | 10,352 | 0.2% | 2 |
| HEWLETT PACKARD ENTERPRISE C | [HPE](https://holderbook.com/stocks/HPE/) | $157.0K | 10,197 | 0.2% | 2 |
| LLOYDS BANKING GROUP PLC | [LYG](https://holderbook.com/stocks/LYG/) | $68.0K | 21,147 | 0.1% | 2 |
| BANCO SANTANDER S.A. | [SAN](https://holderbook.com/stocks/SAN/) | $56.0K | 12,063 | 0.1% | 2 |
| NOMURA HLDGS INC | [NMR](https://holderbook.com/stocks/NMR/) | $43.0K | 11,869 | 0.0% | 2 |
| AU OPTRONICS CORP | [AUOTY](https://holderbook.com/stocks/AUOTY/) | $40.0K | 10,883 | 0.0% | 2 |
| UNITED MICROELECTRONICS CORP | [UMC](https://holderbook.com/stocks/UMC/) | $19.0K | 10,043 | 0.0% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q1 2019 | +14.4% | +13.0% | +1.4% | 96% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q1 2019 | $87.4M | 80 |
| Q4 2018 | $72.8M | 78 |