Cypress Wealth Advisors LLC

13F Portfolio Filings

Latest 13F report
Q1 2019 - May 17, 2019
Value $
$86.9M
Signature - Title
James Longinotti - CCO
Location
101 California Street, Suite 1025, San Francisco, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2019 79 $86.9M +$13.1M -$6.65M +$6.42M VIG, ET, META, WMB, VGT 13F-HR 5/17/2019, 03:13 PM
Q4 2018 78 $72.8M +$5.28M -$4.11M +$1.17M VIG, ET, META, WMB, EPD 13F-HR 2/14/2019, 12:22 PM
Q3 2018 83 $94.9M +$5.24M -$4.07M +$1.18M VIG, META, VGT, ET, EPD 13F-HR 11/13/2018, 08:10 PM
Q2 2018 79 $91.9M +$2.82M -$6.73M -$3.91M VIG, META, ET, TRGP, EPD 13F-HR 8/14/2018, 01:15 PM
Q1 2018 76 $91.6M +$3.75M -$4.73M -$988K VIG, META, PM, EPD, TRGP 13F-HR 5/15/2018, 08:38 PM
Q4 2017 83 $104M +$48.7M -$7.9M +$40.8M VIG, META, TRGP, EPD, ET 13F-HR 2/14/2018, 05:18 PM
Q3 2017 61 $61.4M +$1.35M -$15.7M -$14.4M VIG, META, PM, VGT, MO 13F-HR 11/14/2017, 08:06 PM
Q2 2017 83 $85.4M +$1.39M -$73.4M -$72M VIG, META, PM, VGT, IGSB 13F-HR 8/15/2017, 06:23 PM
Q1 2017 213 $218M +$8.36M -$14.9M -$6.56M VIG, EEM, IGSB, META, TOTL 13F-HR 5/15/2017, 09:17 PM
Q4 2016 202 $214M +$10.1M -$14.4M -$4.29M VIG, IGSB, EEM, GPS, META 13F-HR 2/14/2017, 06:34 PM
Q3 2016 200 $220M +$20.4M -$4.51M +$15.9M VIG, IGSB, TOTL, EEM, META 13F-HR 11/14/2016, 06:15 PM
Q2 2016 186 $201M +$5M -$18.3M -$13.3M VIG, IGSB, EEM, TOTL, META 13F-HR 8/15/2016, 10:01 PM
Q1 2016 198 $218M +$23.6M -$2.53M +$21M IGSB, VIG, EEM, GPS, TOTL 13F-HR 5/12/2016, 04:07 PM
Q4 2015 184 $196M +$21.6M -$10.3M +$11.3M VIG, IGSB, EEM, GPS, TOTL 13F-HR 2/11/2016, 04:53 PM
Q3 2015 179 $184M +$41.3M -$4.58M +$36.7M VIG, IGSB, GPS, TOTL, IEMG 13F-HR 11/13/2015, 07:35 PM
Q2 2015 148 $170M VIG, IGSB, GPS, META, EEM New Holdings 8/21/2015, 05:54 PM
Q2 2015 86 $126M VIG, IGSB, GPS, META, EEM 13F-HR 8/17/2015, 03:50 PM