Cypress Wealth Advisors LLC

13F Portfolio Filings

Most recent 13F
Q1 2019
Location
San Francisco, CA
CIK
0001461564
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2019 81 87,394 VIG, ET, META, WMB 13F-HR 5/17/2019 000146156419000003
Q4 2018 79 72,787 VIG, ET, META, WMB 13F-HR 2/14/2019 000146156419000001
Q3 2018 84 95,109 VIG, META, VGT, ET 13F-HR 11/14/2018 000146156418000005
Q2 2018 81 92,373 VIG, META, ET, TRGP 13F-HR 8/14/2018 000146156418000004
Q1 2018 78 92,268 VIG, META, PM, EPD 13F-HR 5/16/2018 000146156418000003
Q4 2017 85 104,312 VIG, META, TRGP, EPD 13F-HR 2/15/2018 000146156418000001
Q3 2017 63 61,879 VIG, META, PM, VGT 13F-HR 11/15/2017 000146156417000030
Q2 2017 84 85,654 VIG, META, PM, VGT 13F-HR 8/16/2017 000146156417000029
Q1 2017 218 219,154 VIG, EEM, IGSB, META 13F-HR 5/16/2017 000146156417000028
Q4 2016 208 219,013 VIG, IGSB, EEM, GPS 13F-HR 2/15/2017 000146156417000001
Q3 2016 207 221,769 VIG, IGSB, TOTL, EEM 13F-HR 11/15/2016 000146156416000009
Q2 2016 192 202,438 VIG, IGSB, EEM, TOTL 13F-HR 8/16/2016 000146156416000008
Q1 2016 202 218,492 IGSB, VIG, EEM, GPS 13F-HR 5/12/2016 000146156416000007
Q4 2015 189 197,386 VIG, IGSB, EEM, GPS 13F-HR 2/12/2016 000146156416000006
Q3 2015 183 184,833 VIG, IGSB, GPS, TOTL 13F-HR 11/16/2015 000146156415000005
Q2 2015 149 170,947 VIG, IGSB, GPS, META NEW HOLDINGS 8/24/2015 000146156415000004
Q2 2015 87 126,472 VIG, IGSB, GPS, META 13F-HR 8/17/2015 000146156415000003