Cypress Wealth Advisors LLC current holdings: USA Stocks
Cypress Wealth Advisors LLC reported $0.10 billion in share positions in stocks (listed in the US), 102 positions, in its Form 13F for the quarter ended 2016-09-30; the largest are META, GAP, AAPL.
- META: Country of operation United States; Class COM; Shares 69,438; Value $8,907,000.
- GAP: Country of operation United States; Class COM; Shares 348,001; Value $7,740,000.
- AAPL: Country of operation United States; Class COM; Shares 32,961; Value $3,726,000.
- JNJ: Country of operation United States; Class COM; Shares 31,220; Value $3,688,000.
Form 13F-HR as filed (SEC CIK 1461564): quarter ended 2016-09-30, filed 2016-11-15. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2016-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| META FACEBOOK INC | United States | COM | 69,438 | $8,907,000 | 8.57% | 2016-09-30 | 2016-11-15 | +475.96% |
| GAP GAP INC DEL | United States | COM | 348,001 | $7,740,000 | 7.45% | 2016-09-30 | 2016-11-15 | +5.85% |
| AAPL APPLE INC | United States | COM | 32,961 | $3,726,000 | 3.59% | 2016-09-30 | 2016-11-15 | |
| JNJ JOHNSON & JOHNSON | United States | COM | 31,220 | $3,688,000 | 3.55% | 2016-09-30 | 2016-11-15 | +126.50% |
| PM PHILIP MORRIS INTL INC | United States | COM | 33,204 | $3,228,000 | 3.11% | 2016-09-30 | 2016-11-15 | +99.44% |
| MSFT MICROSOFT CORP | United States | COM | 54,584 | $3,144,000 | 3.03% | 2016-09-30 | 2016-11-15 | +783.61% |
| PFE PFIZER INC | United States | COM | 67,761 | $2,295,000 | 2.21% | 2016-09-30 | 2016-11-15 | -10.63% |
| MO ALTRIA GROUP INC | United States | COM | 36,283 | $2,294,000 | 2.21% | 2016-09-30 | 2016-11-15 | +8.68% |
| CVX CHEVRON CORP NEW | United States | COM | 22,061 | $2,270,000 | 2.18% | 2016-09-30 | 2016-11-15 | +98.58% |
| WMB WILLIAMS COS INC DEL | United States | COM | 72,585 | $2,231,000 | 2.15% | 2016-09-30 | 2016-11-15 | +123.33% |
| MMM 3M CO | United States | COM | 12,290 | $2,166,000 | 2.08% | 2016-09-30 | 2016-11-15 | +14.35% |
| TRGP TARGA RES CORP | United States | COM | 40,800 | $2,004,000 | 1.93% | 2016-09-30 | 2016-11-15 | — split 2020-03-09, ratio not on file |
| PEP PEPSICO INC | United States | COM | 17,600 | $1,914,000 | 1.84% | 2016-09-30 | 2016-11-15 | +18.31% |
| XOMXXXX EXXON MOBIL CORP | COM | 20,578 | $1,796,000 | 1.73% | 2016-09-30 | 2016-11-15 | ||
| BMY BRISTOL MYERS SQUIBB CO | United States | COM | 33,245 | $1,793,000 | 1.73% | 2016-09-30 | 2016-11-15 | +16.58% |
| ET ENERGY TRANSFER EQUITY L P | United States | COM UT LTD PTN | 104,700 | $1,758,000 | 1.69% | 2016-09-30 | 2016-11-15 | +18.58% |
| MRK MERCK & CO INC NEW | United States | COM | 27,533 | $1,718,000 | 1.65% | 2016-09-30 | 2016-11-15 | +150.68% |
| INTC INTEL CORP | United States | COM | 41,498 | $1,567,000 | 1.51% | 2016-09-30 | 2016-11-15 | +207.10% |
| UNH UNITEDHEALTH GROUP INC | United States | COM | 11,074 | $1,550,000 | 1.49% | 2016-09-30 | 2016-11-15 | +167.81% |
| ORCL ORACLE CORP | United States | COM | 38,335 | $1,506,000 | 1.45% | 2016-09-30 | 2016-11-15 | +250.79% |
| CSCO CISCO SYS INC | United States | COM | 47,313 | $1,501,000 | 1.44% | 2016-09-30 | 2016-11-15 | +237.14% |
| AMZN AMAZON COM INC | United States | COM | 1,700 | $1,423,000 | 1.37% | 2016-09-30 | 2016-11-15 | +489.13% |
| EPD ENTERPRISE PRODS PARTNERS L | United States | COM | 49,935 | $1,380,000 | 1.33% | 2016-09-30 | 2016-11-15 | +30.37% |
| BRKB BERKSHIRE HATHAWAY INC DEL | COM | 9,040 | $1,306,000 | 1.26% | 2016-09-30 | 2016-11-15 | ||
| PG PROCTER & GAMBLE CO | United States | COM | 14,370 | $1,290,000 | 1.24% | 2016-09-30 | 2016-11-15 | +65.26% |
| GEL GENESIS ENERGY L P | United States | UNIT LTD PARTN | 33,325 | $1,265,000 | 1.22% | 2016-09-30 | 2016-11-15 | — split 2020-03-09, ratio not on file |
| DIS DISNEY WALT CO | United States | COM | 12,818 | $1,190,000 | 1.15% | 2016-09-30 | 2016-11-15 | +13.51% |
| IBM INTERNATIONAL BUSINESS MACHS | United States | COM | 6,033 | $958,000 | 0.92% | 2016-09-30 | 2016-11-15 | +44.86% |
| PAA PLAINS ALL AMERN PIPELINE L | United States | UNIT LTD PARTN | 29,932 | $940,000 | 0.90% | 2016-09-30 | 2016-11-15 | -23.81% |
| MDLZ MONDELEZ INTL INC | United States | COM | 20,719 | $910,000 | 0.88% | 2016-09-30 | 2016-11-15 | +35.13% |
| UNP UNION PAC CORP | United States | COM | 8,474 | $826,000 | 0.79% | 2016-09-30 | 2016-11-15 | +181.09% |
| T AT&T INC | United States | COM | 19,578 | $795,000 | 0.77% | 2016-09-30 | 2016-11-15 | -20.18% |
| WFC WELLS FARGO & CO NEW | United States | COM | 17,345 | $768,000 | 0.74% | 2016-09-30 | 2016-11-15 | +81.75% |
| KHC KRAFT HEINZ CO | United States | COM | 8,363 | $749,000 | 0.72% | 2016-09-30 | 2016-11-15 | -73.80% |
| SLB SCHLUMBERGER LTD | COM | 9,378 | $737,000 | 0.71% | 2016-09-30 | 2016-11-15 | -36.58% | |
| XYZ SQUARE INC | United States | CL A | 62,997 | $735,000 | 0.71% | 2016-09-30 | 2016-11-15 | +535.08% |
| BIDU BAIDU INC | COM | 3,922 | $714,000 | 0.69% | 2016-09-30 | 2016-11-15 | -52.38% | |
| COST COSTCO WHSL CORP NEW | United States | COM | 4,522 | $690,000 | 0.66% | 2016-09-30 | 2016-11-15 | +506.25% |
| JPM JPMORGAN CHASE & CO | United States | COM | 9,868 | $657,000 | 0.63% | 2016-09-30 | 2016-11-15 | +403.05% |
| VZ VERIZON COMMUNICATIONS INC | United States | COM | 12,328 | $641,000 | 0.62% | 2016-09-30 | 2016-11-15 | -11.54% |
| ACN ACCENTURE PLC IRELAND | SHS CLASS A | 5,205 | $636,000 | 0.61% | 2016-09-30 | 2016-11-15 | +44.98% | |
| CB CHUBB LIMITED | COM | 5,033 | $632,000 | 0.61% | 2016-09-30 | 2016-11-15 | +164.29% | |
| MA MASTERCARD INC | United States | CL A | 6,197 | $631,000 | 0.61% | 2016-09-30 | 2016-11-15 | +453.78% |
| KMB KIMBERLY CLARK CORP | United States | COM | 4,648 | $586,000 | 0.56% | 2016-09-30 | 2016-11-15 | -21.52% |
| SCHW SCHWAB CHARLES CORP NEW | United States | COM | 18,442 | $582,000 | 0.56% | 2016-09-30 | 2016-11-15 | +213.91% |
| MKTX MARKETAXESS HLDGS INC | United States | COM | 3,450 | $571,000 | 0.55% | 2016-09-30 | 2016-11-15 | -0.98% |
| AXP AMERICAN EXPRESS CO | United States | COM | 8,191 | $525,000 | 0.51% | 2016-09-30 | 2016-11-15 | +376.89% |
| HD HOME DEPOT INC | United States | COM | 4,010 | $516,000 | 0.50% | 2016-09-30 | 2016-11-15 | +123.84% |
| TRV TRAVELERS COMPANIES INC | United States | COM | 4,417 | $506,000 | 0.49% | 2016-09-30 | 2016-11-15 | +217.08% |
| CMCSA COMCAST CORP NEW | United States | COM | 7,482 | $496,000 | 0.48% | 2016-09-30 | 2016-11-15 | -30.52% |
| PANW PALO ALTO NETWORKS INC | United States | COM | 3,041 | $485,000 | 0.47% | 2016-09-30 | 2016-11-15 | +1362.39% |
| DOX AMDOCS LTD | SHS | 8,207 | $475,000 | 0.46% | 2016-09-30 | 2016-11-15 | -0.45% | |
| KO COCA COLA CO | United States | COM | 11,218 | $475,000 | 0.46% | 2016-09-30 | 2016-11-15 | +105.20% |
| MPLX MPLX LP | United States | COM UNIT REP LTD | 13,275 | $449,000 | 0.43% | 2016-09-30 | 2016-11-15 | +68.49% |
| TXN TEXAS INSTRS INC | United States | COM | 6,289 | $441,000 | 0.42% | 2016-09-30 | 2016-11-15 | +301.38% |
| AMGN AMGEN INC | United States | COM | 2,640 | $440,000 | 0.42% | 2016-09-30 | 2016-11-15 | +153.97% |
| CHKP CHECK POINT SOFTWARE TECH LT | ORD | 5,578 | $433,000 | 0.42% | 2016-09-30 | 2016-11-15 | +63.55% | |
| ZBH ZIMMER BIOMET HLDGS INC | United States | COM | 3,148 | $409,000 | 0.39% | 2016-09-30 | 2016-11-15 | -27.64% |
| HPE HEWLETT PACKARD ENTERPRISE C | United States | COM | 17,532 | $399,000 | 0.38% | 2016-09-30 | 2016-11-15 | +365.04% |
| MCD MCDONALDS CORP | United States | COM | 3,329 | $384,000 | 0.37% | 2016-09-30 | 2016-11-15 | +102.83% |
| MZTI LANCASTER COLONY CORP | United States | COM | 2,868 | $379,000 | 0.36% | 2016-09-30 | 2016-11-15 | -24.37% |
| WPC W P CAREY INC | United States | COM | 5,874 | $379,000 | 0.36% | 2016-09-30 | 2016-11-15 | +4.39% |
| CVS CVS HEALTH CORP | United States | COM | 4,247 | $378,000 | 0.36% | 2016-09-30 | 2016-11-15 | -2.12% |
| DHR DANAHER CORP DEL | United States | COM | 4,743 | $372,000 | 0.36% | 2016-09-30 | 2016-11-15 | +225.38% |
| AGO ASSURED GUARANTY LTD | COM | 13,259 | $368,000 | 0.35% | 2016-09-30 | 2016-11-15 | +148.54% | |
| WST WEST PHARMACEUTICAL SVSC INC | United States | COM | 4,847 | $361,000 | 0.35% | 2016-09-30 | 2016-11-15 | +405.54% |
| WMT WAL-MART STORES INC | United States | COM | 4,766 | $344,000 | 0.33% | 2016-09-30 | 2016-11-15 | +344.26% |
| RY ROYAL BK CDA MONTREAL QUE | COM | 5,131 | $336,000 | 0.32% | 2016-09-30 | 2016-11-15 | +222.47% | |
| ADSK AUTODESK INC | United States | COM | 4,603 | $333,000 | 0.32% | 2016-09-30 | 2016-11-15 | +180.91% |
| AFL AFLAC INC | United States | COM | 4,425 | $318,000 | 0.31% | 2016-09-30 | 2016-11-15 | +216.25% |
| GILD GILEAD SCIENCES INC | United States | COM | 3,974 | $314,000 | 0.30% | 2016-09-30 | 2016-11-15 | +91.20% |
| WDAY WORKDAY INC | United States | COM | 3,388 | $311,000 | 0.30% | 2016-09-30 | 2016-11-15 | +106.31% |
| TJX TJX COS INC NEW | United States | COM | 4,056 | $303,000 | 0.29% | 2016-09-30 | 2016-11-15 | +257.85% |
| PEG PUBLIC SVC ENTERPRISE GROUP | United States | COM | 7,162 | $300,000 | 0.29% | 2016-09-30 | 2016-11-15 | +61.64% |
| SYY SYSCO CORP | United States | COM | 6,040 | $296,000 | 0.28% | 2016-09-30 | 2016-11-15 | +60.15% |
| BDX BECTON DICKINSON & CO | United States | COM | 1,628 | $293,000 | 0.28% | 2016-09-30 | 2016-11-15 | +32.01% |
| ECL ECOLAB INC | United States | COM | 2,297 | $280,000 | 0.27% | 2016-09-30 | 2016-11-15 | +128.29% |
| SJM SMUCKER J M CO | United States | COM | 2,062 | $279,000 | 0.27% | 2016-09-30 | 2016-11-15 | -10.95% |
| SNPS SYNOPSYS INC | United States | COM | 4,682 | $278,000 | 0.27% | 2016-09-30 | 2016-11-15 | +599.39% |
| SCL STEPAN CO | United States | COM | 3,713 | $270,000 | 0.26% | 2016-09-30 | 2016-11-15 | -14.41% |
| PNW PINNACLE WEST CAP CORP | United States | COM | 3,498 | $266,000 | 0.26% | 2016-09-30 | 2016-11-15 | +22.91% |
| BNS BANK N S HALIFAX | COM | 5,016 | $266,000 | 0.26% | 2016-09-30 | 2016-11-15 | +74.50% | |
| V VISA INC | United States | COM CL A | 3,170 | $262,000 | 0.25% | 2016-09-30 | 2016-11-15 | +342.42% |
| COR AMERISOURCEBERGEN CORP | United States | COM | 3,120 | $252,000 | 0.24% | 2016-09-30 | 2016-11-15 | +280.79% |
| GLD SPDR GOLD TRUST | United States | GOLD SHS | 1,998 | $251,000 | 0.24% | 2016-09-30 | 2016-11-15 | +204.75% |
| ADBE ADOBE SYS INC | United States | COM | 2,248 | $244,000 | 0.23% | 2016-09-30 | 2016-11-15 | +114.82% |
| NWL NEWELL BRANDS INC | United States | COM | 4,502 | $237,000 | 0.23% | 2016-09-30 | 2016-11-15 | -89.90% |
| ALK ALASKA AIR GROUP INC | United States | COM | 3,526 | $232,000 | 0.22% | 2016-09-30 | 2016-11-15 | -39.37% |
| C CITIGROUP INC | United States | COM | 4,826 | $228,000 | 0.22% | 2016-09-30 | 2016-11-15 | +176.94% |
| PNC PNC FINL SVCS GROUP INC | United States | COM | 2,459 | $222,000 | 0.21% | 2016-09-30 | 2016-11-15 | +146.03% |
| ORLY O REILLY AUTOMOTIVE INC NEW | United States | COM | 789 | $221,000 | 0.21% | 2016-09-30 | 2016-11-15 | +361.01% |
| AFG AMERICAN FINL GROUP INC OHIO | United States | COM | 2,931 | $220,000 | 0.21% | 2016-09-30 | 2016-11-15 | +84.61% |
| GWW GRAINGER W W INC | United States | COM | 968 | $218,000 | 0.21% | 2016-09-30 | 2016-11-15 | +455.36% |
| COLM COLUMBIA SPORTSWEAR CO | United States | COM | 3,834 | $218,000 | 0.21% | 2016-09-30 | 2016-11-15 | +2.82% |
| ICE INTERCONTINENTAL EXCHANGE IN | United States | COM | 807 | $217,000 | 0.21% | 2016-09-30 | 2016-11-15 | +182.51% |
| ASML ASML HOLDING N V | N Y REGISTRY SHS | 1,975 | $216,000 | 0.21% | 2016-09-30 | 2016-11-15 | +1574.02% | |
| CL COLGATE PALMOLIVE CO | United States | COM | 2,848 | $211,000 | 0.20% | 2016-09-30 | 2016-11-15 | +16.62% |
| PPG PPG INDS INC | United States | COM | 2,022 | $209,000 | 0.20% | 2016-09-30 | 2016-11-15 | +2.57% |
| TGT TARGET CORP | United States | COM | 2,989 | $205,000 | 0.20% | 2016-09-30 | 2016-11-15 | +127.77% |
| ABT ABBOTT LABS | United States | COM | 4,733 | $200,000 | 0.19% | 2016-09-30 | 2016-11-15 | +138.71% |
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