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Cypress Wealth Advisors LLC

Q3 2016 Holdings

Filed 2016-11-15 | 209 holdings | $3.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Smith & Nephew PLC(SNN)SPDN ADR83175M205$2497,5810.0%
Spdr Index SHS FDS(RWX)DJ INTL RL ETF78463X863$2516,0140.0%
Spdr Gold Trust(GLD)GOLD SHS78463V107$2511,9980.0%
Amerisourcebergen Corp(COR)COM03073E105$2523,1200.0%
Credit Suisse GroupSPONSORED ADR225401108$25619,4860.0%
Visa Inc(V)COM CL A92826C839$2623,1700.0%
Bank N S Halifax(BNS)COM064149107$2665,0160.0%
Pinnacle West Cap Corp(PNW)COM723484101$2663,4980.0%
Stepan Co(SCL)COM858586100$2703,7130.0%
ITC Hldgs CorpCOM465685105$2715,8390.0%
HSBC Hldgs PLC(HBC2)SPONSORED ADR404280406$2737,2620.0%
US Dividend EQ(SCHD)SCHWAB STRATEGIC TR808524797$2746,4690.0%
Synopsys Inc(SNPS)COM871607107$2784,6820.0%
Smucker J M Co(SJM)COM832696405$2792,0620.0%
Hewlett Packard CoCOM428236103$27917,9790.0%
Ecolab Inc(ECL)COM278865100$2802,2970.0%
Becton Dickinson & Co(BDX)COM075887109$2931,6280.0%
Sysco Corp(SYY)COM871829107$2966,0400.0%
Spdr Series Trust(SDY)S&P DIVID ETF78464A763$3003,5610.0%
Public SVC Enterprise Group(PEG)COM744573106$3007,1620.0%
TJX COS Inc New(TJX)COM872540109$3034,0560.0%
Workday Inc(WDAY)COM98138H101$3113,3880.0%
Gilead Sciences Inc(GILD)COM375558103$3143,9740.0%
Ishares TR(IWD)RUS 1000 VAL ETF464287598$3162,9920.0%
Aflac Inc(AFL)COM001055102$3184,4250.0%
Valero Energy Partners LPCOM UNT REP LP91914J102$3297,5250.0%
Relx NVSPONSORED ADR75955B102$33018,4560.0%
Royal BK CDA Montreal QUE(RY)COM780087102$3365,1310.0%
Glaxosmithkline PLCSPONSORED ADR37733W105$3417,9050.0%
Wal-Mart Stores Inc(WMT)COM931142103$3444,7660.0%
Time Warner IncCOM887317303$3604,5230.0%
West Pharmaceutical Svsc Inc(WST)COM955306105$3614,8470.0%
China Mobile LimitedSPONSORED ADR16941M109$3685,9810.0%
Assured Guaranty LTD(AGO)COMG0585R106$36813,2590.0%
Danaher Corp del(DHR)COM235851102$3724,7430.0%
CVS Health Corp(CVS)COM126650100$3784,2470.0%
W P Carey Inc(WPC)COM92936U109$3795,8740.0%
Lancaster Colony Corp(MZTI)COM513847103$3792,8680.0%
Westpac BKG CorpSPONSORED ADR961214301$38016,6950.0%
Mcdonalds Corp(MCD)COM580135101$3843,3290.0%
Toyota Motor Corp(TM)SP ADR REP2COM892331307$3953,4020.0%
Silver Wheaton CorpCOM828336107$39714,6960.0%
Hewlett Packard Enterprise C(HPE)COM42824C109$39917,5320.0%
Zimmer Biomet Hldgs Inc(ZBH)COM98956P102$4093,1480.0%
EQT GP Hldgs LPCOM UNIT REP26885J103$41916,7000.0%
EQT Midstream Partners LPUNIT LTD PARTN26885B100$4195,5000.0%
Check Point Software Tech LT(CHKP)ORDM22465104$4335,5780.0%
Enlink Midstream Partners LPCOM UNIT REP LTD29336U107$43724,7000.0%
Amgen Inc(AMGN)COM031162100$4402,6400.0%
Texas Instrs Inc(TXN)COM882508104$4416,2890.0%
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