IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Cypress Wealth Advisors LLC

Q1 2018 Holdings

Filed 2018-05-16 | 78 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Chunghwa Telecom Co LTD(CHT)SPON ADR NEW1117133Q502$2025,2100.0%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$2031,0200.0%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$2151,4190.0%
PNC Finl Svcs Group Inc(PNC)COM693475105$2191,4500.0%
Amgen Inc(AMGN)COM031162100$2201,2880.0%
Vanguard Whitehall FDS Inc(VIGI)INTL DVD ETF921946810$2644,0950.0%
Ishares TR(USMV)USA MIN VOL ETF46429B697$2655,0940.0%
Spdr S&P 500 ETF TR(SPY)TR UNIT78462F103$2661,0110.0%
Hewlett Packard CoCOM428236103$26612,1240.0%
Berkshire Hathaway Inc del(BRK/A)CL A084670108$2991000.0%
Ishares TR(EEM)MSCI EMG MKT ETF464287234$3046,3020.0%
Abbott Labs(ABT)COM002824100$3065,1130.0%
Enlink Midstream Partners LPCOM UNIT REP LTD29336U107$31122,7500.0%
Workday Inc(WDAY)COM98138H101$3142,4710.0%
Coca Cola Co(KO)COM191216100$3558,1820.0%
General Electric CoCOM369604103$37627,8700.0%
Dowdupont IncCOM26078J100$3815,9800.0%
Comcast Corp New(CMCSA)COM20030N101$39911,6680.0%
Google IncCOM38259P706$4023900.0%
Kimberly Clark Corp(KMB)COM494368103$4343,9400.0%
Palo Alto Networks Inc(PANW)COM697435105$4482,4700.0%
Kraft Heinz Co(KHC)COM500754106$4497,2160.0%
Pepsico Inc(PEP)COM713448108$5124,6940.0%
Wells Fargo & Co New(WFC)COM949746101$53610,2210.0%
Google IncCOM38259P508$5505300.0%
Valero Energy Partners LPCOM UNT REP LP91914J102$58616,5500.0%
Dominion Midstream PartnersCOM UT REP LTD257454108$60439,3250.0%
Mondelez Intl Inc(MDLZ)COM609207105$62114,8850.0%
Merck & Co Inc New(MRK)COM58933Y105$65412,0060.0%
Disney Walt Co(DIS)COM254687106$6556,5220.0%
International Business Machs(IBM)COM459200101$6594,2950.1%
Ishares TR(IGSB)1-3 YR CR BD ETF464288646$7116,8460.1%
Ishares Inc(IEMG)CORE MSCI EMKT46434G103$73712,6240.1%
Exxon Mobil Corp(XOM)COM30231G102$74810,0290.1%
Alexandria Real Estate EQ in(ARE)COM015271109$7536,0270.1%
EQT Midstream Partners LPUNIT LTD PARTN26885B100$76913,0250.1%
Vanguard Index FDS(VNQ)REIT ETF922908553$77110,2180.1%
BP Midstream Partners LPUNIT LTD PTNR0556EL109$82346,1500.1%
EQT GP Hldgs LPCOM UNIT REP26885J103$84436,5500.1%
Mplx LP(MPLX)COM UNIT REP LTD55336V100$90727,4500.1%
Amazon COM Inc(AMZN)COM023135106$9186340.1%
Proshares TR(CSM)COM74347R248$92113,8480.1%
Intel Corp(INTC)COM458140100$94518,1360.1%
Union PAC Corp(UNP)COM907818108$1.0K7,4940.1%
Baidu Inc(BIDUN)COM056752108$1.0K4,6720.1%
Chevron Corp New(CVX)COM166764100$1.2K10,2790.1%
Antero Midstream Partners LPUNT LTD PARTN03673L103$1.2K45,8000.1%
Western Gas Partners LPCOM UNIT LP IN958254104$1.2K29,0050.1%
Plains All Amern Pipeline L(PAA)UNIT LTD PARTN726503105$1.3K58,4750.1%
Phillips 66 Partners LPCOM UNIT REP INT718549207$1.4K28,5000.1%
Page 1 of 2Next