CW

Cypress Wealth Advisors LLC

13F
Cypress Wealth Advisors LLC
Last update 2019-05-17 77 Stocks (8 new)
Value $84.00 Mil Turnover 16 %
Countries:
Top Holdings: VIG(6.50%)ET(5.18%)WMB(3.99%)VGT(3.54%)EPD(3.50%)
Summary Stock Picks Current Portfolio
Cypress Wealth Advisors LLC Top Holdings of 2019-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VIG
Vanguard Dividend Appreciation FTF
49,837
5,464.0
-17.51%
6.500
-1.49%
0.010
+10.93%
+6.30%
88,605.9
 
ET
Energy Transfer LP
283,225
4,354.0
-7.84%
5.180
-0.46%
0.010
+5.98%
-7.53%
60,021.8
Oil & Gas
META
Meta Platforms Inc
25,056
4,177.0
-0.77%
4.970
-0.04%
0.000
+35.75%
+23.33%
1,812,628.8
Interactive Media
WMB
Williams Companies Inc
116,918
3,358.0
-17.64%
3.990
-0.79%
0.010
+3.79%
+10.99%
72,088.2
Oil & Gas
VGT
Vanguard Information Technology ETF
14,836
2,977.0
-6.37%
3.540
-0.24%
0.010
+28.12%
+8.06%
85,101.0
 
EPD
Enterprise Products Partners LP
101,250
2,946.0
-7.91%
3.500
-0.31%
0.000
+6.97%
+5.07%
69,122.9
Oil & Gas
PM
Philip Morris International Inc
31,980
2,827.0
-2.03%
3.360
-0.06%
0.000
+15.56%
+52.65%
281,340.5
Tobacco Products
ENLC
EnLink Midstream LLC
220,000
2,812.0
+109.52%
3.340
+1.75%
0.050
-4.38%
-0.21%
6,454.0
Oil & Gas
DELISTED:WES
Western Midstream Operating LP
79,475
2,492.0
+529.01%
2.960
+2.49%
0.050
+16.16%
+19.65%
5,505.4
Oil & Gas
LYFT
Lyft Inc
31,200
2,443.0
New Holding
2.910
+2.91%
0.010
+37.13%
+15.66%
6,275.9
Software

Cypress Wealth Advisors LLC's Historical Top Holdings Breakdowns

Cypress Wealth Advisors LLC Total Holding History ($B)

To

Cypress Wealth Advisors LLC's Asset Allocation

To

Cypress Wealth Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Cypress Wealth Advisors LLC's Hypothetical Growth since 2019-03-31

Cypress Wealth Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Cypress Wealth Advisors LLC's Holdings Heat Map

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Cypress Wealth Advisors LLC's Holdings Bubble Chart

Cypress Wealth Advisors LLC News

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