News + Filings Holdings
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Cypress Wealth Advisors LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
VANGUARD SPECIALIZED FUNDS
| VIG | Common | 49,837 | -10,582 | 5,464,000 | -454,000 | 6.25 | |
Hist
| 03/31/2019 |
Energy Transfer LP
| ET | Common | 283,225 | -24,084 | 4,354,000 | 295,000 | 4.98 | 0.01 |
Hist
| 03/31/2019 |
Meta Platforms, Inc.
| FB | Common | 25,056 | -194 | 4,177,000 | 867,000 | 4.78 | 0.00 |
Hist
| 03/31/2019 |
WILLIAMS COMPANIES, INC.
| WMB | Common | 116,918 | -25,050 | 3,358,000 | 228,000 | 3.84 | 0.01 |
Hist
| 03/31/2019 |
VANGUARD INDEX FUNDS
| VGT | Common | 14,836 | -1,010 | 2,977,000 | 333,000 | 3.41 | |
Hist
| 03/31/2019 |
ENTERPRISE PRODUCTS PARTNERS L.P.
| EPD | Common | 101,250 | -8,700 | 2,946,000 | 242,000 | 3.37 | 0.00 |
Hist
| 03/31/2019 |
Philip Morris International Inc.
| PM | Common | 31,980 | -664 | 2,827,000 | 648,000 | 3.23 | 0.00 |
Hist
| 03/31/2019 |
EnLink Midstream, LLC
| ENLC | COM UNIT REP LTD | 220,000 | 115,000 | 2,812,000 | 1,816,000 | 3.22 | |
Hist
| 03/31/2019 |
Western Midstream Operating, LP
| WES | LP | 79,475 | 66,840 | 2,492,000 | 1,958,000 | 2.85 | |
Hist
| 03/31/2019 |
Lyft, Inc.
| LYFT | CL A COM | 31,200 | 31,200 | 2,443,000 | 2,443,000 | 2.80 | |
Hist
| 03/31/2019 |
PFIZER INC
| PFE | Common | 49,339 | -1,364 | 2,095,000 | -118,000 | 2.40 | 0.00 |
Hist
| 03/31/2019 |
GENESIS ENERGY LP
| GEL | UNIT LTD PARTN | 89,300 | 25,700 | 2,081,000 | 906,000 | 2.38 | |
Hist
| 03/31/2019 |
ALTRIA GROUP, INC.
| MO | Common | 35,725 | -637 | 2,052,000 | 256,000 | 2.35 | 0.00 |
Hist
| 03/31/2019 |
PLAINS GP HOLDINGS LP
| PAGP | COM | 71,875 | -3,300 | 1,791,000 | 280,000 | 2.05 | 0.05 |
Hist
| 03/31/2019 |
BUCKEYE PARTNERS, L.P.
| BPL | UNIT LTD PARTN | 51,175 | 51,175 | 1,741,000 | 1,741,000 | 1.99 | |
Hist
| 03/31/2019 |
PLAINS ALL AMERICAN PIPELINE LP
| PAA | Common | 70,800 | 15,150 | 1,735,000 | 620,000 | 1.99 | |
Hist
| 03/31/2019 |
TRI Resources Inc.
| TRGP | COM | 41,425 | -18,167 | 1,721,000 | -426,000 | 1.97 | |
Hist
| 03/31/2019 |
MPLX LP
| MPLX | COM | 51,200 | -16,700 | 1,684,000 | -373,000 | 1.93 | 0.01 |
Hist
| 03/31/2019 |
ALPS ETF Trust
| AMLP | Common | 155,352 | 10,400 | 1,558,000 | 293,000 | 1.78 | |
Hist
| 03/31/2019 |
MICROSOFT CORP
| MSFT | Common | 12,793 | -1,960 | 1,509,000 | 11,000 | 1.73 | 0.00 |
Hist
| 03/31/2019 |
Magellan Midstream Partners, L.P.
| MMP | Common | 23,925 | -2,165 | 1,451,000 | -38,000 | 1.66 | 0.01 |
Hist
| 03/31/2019 |
Apple Inc.
| AAPL | Common | 7,450 | -747 | 1,415,000 | 122,000 | 1.62 | 0.00 |
Hist
| 03/31/2019 |
BRISTOL MYERS SQUIBB CO
| BMY | Common | 29,456 | -134 | 1,405,000 | -133,000 | 1.61 | 0.00 |
Hist
| 03/31/2019 |
JOHNSON & JOHNSON
| JNJ | Common | 10,041 | -1,245 | 1,404,000 | -52,000 | 1.61 | 0.00 |
Hist
| 03/31/2019 |
3M CO
| MMM | Common | 6,541 | -105 | 1,359,000 | 93,000 | 1.56 | 0.00 |
Hist
| 03/31/2019 |
ALEXANDRIA REAL ESTATE EQUITIES, INC.
| ARE | Common | 8,762 | 1,007 | 1,249,000 | 355,000 | 1.43 | 0.01 |
Hist
| 03/31/2019 |
AMERICAN GREETINGS CORP
| AM | Common | 90,511 | 40,486 | 1,247,000 | 177,000 | 1.43 | |
Hist
| 03/31/2019 |
CHEVRON CORP
| CVX | Common | 9,972 | 0 | 1,228,000 | 143,000 | 1.41 | 0.00 |
Hist
| 03/31/2019 |
UNION PACIFIC CORP
| UNP | Common | 7,019 | -9 | 1,174,000 | 203,000 | 1.34 | 0.00 |
Hist
| 03/31/2019 |
SEMX CORP
| SEMX | COM | 76,150 | -5,600 | 1,122,000 | -5,000 | 1.28 | |
Hist
| 03/31/2019 |
PHILLIPS 66 PARTNERS LP
| PSXP | Common | 20,700 | -3,800 | 1,084,000 | 52,000 | 1.24 | 0.02 |
Hist
| 03/31/2019 |
KINDER MORGAN, INC.
| KMI | COM | 53,438 | 30,400 | 1,069,000 | 715,000 | 1.22 | 0.00 |
Hist
| 03/31/2019 |
Shell Midstream Partners, L.P.
| SHLX | Common | 47,950 | 47,950 | 981,000 | 981,000 | 1.12 | |
Hist
| 03/31/2019 |
Merck & Co., Inc.
| MRK | COM | 11,265 | 0 | 937,000 | 76,000 | 1.07 | 0.00 |
Hist
| 03/31/2019 |
AMAZON COM INC
| AMZN | Common | 475 | -176 | 846,000 | -132,000 | 0.97 | 0.00 |
Hist
| 03/31/2019 |
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