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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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14
3
2
CYPRESS WEALTH ADVISORS LLC

Time Period2018-06-30

Total Holdings81

Total Value ($x1000)92,373
Activities
New7

Increased12

Unchanged9

Decreased53

Sold Out4

Top 10 Stock Holdingstotal 37.86%
VIG6.88

FB5.28

ETE3.84

TRGP3.78

EPD3.77

 
VGT3.3

WMB2.82

PM2.81

GEL2.76

ENLC2.62

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VIG
6.88%
DIV APP ETF
FB
5.28%
CL A
ETE
3.84%
COM UT LTD PTN
TRGP
3.78%
COM
EPD
3.77%
COM
VGT
3.3%
INF TECH ETF
WMB
2.82%
COM
PM
2.81%
COM
GEL
2.76%
UNIT LTD PARTN
ENLC
2.62%
COM UNIT REP LTD
SEMG
2.31%
CL A
MO
2.24%
COM
SHLX
2.23%
UNIT LTD INT
PFE
2%
COM
BPL
2%
UNIT LTD PARTN
PAGP
1.96%
SHS A REP LTPN
ETP
1.91%
UNIT LTD PRT INT
WGP
1.9%
COMUNT LTD PT
MMP
1.84%
COM UNIT RP LP
BMY
1.77%
COM
AAPL
1.68%
COM
PSXP
1.65%
COM UNIT REP INT
JNJ
1.61%
COM
MSFT
1.58%
COM
AM
1.46%
UNT LTD PARTN
WES
1.45%
COM UNIT LP IN
MMM
1.42%
COM
CVX
1.36%
COM
PAA
1.3%
UNIT LTD PARTN
BIDU
1.23%
SPON ADR REP A
AMZN
1.17%
COM
MPLX
1.14%
COM UNIT REP LTD
AMLP
1.09%
ALERIAN MLP
UNP
1.07%
COM
ARE
1.04%
COM
CSM
1%
PSHS LC COR PLUS
BPMP
0.99%
UNIT LTD PTNR
EQGP
0.92%
COM UNIT REP
VNQ
0.89%
REIT ETF
XOM
0.89%
COM
INTC
0.88%
COM
EQM
0.78%
UNIT LTD PARTN
MRK
0.77%
COM
DIS
0.74%
COM DISNEY
CSCO
0.68%
COM
IEMG
0.67%
CORE MSCI EMKT
VLP
0.66%
COMUNT REP LP
MDLZ
0.65%
CL A
CSJ
0.63%
1-3 YR CR BD ETF
WFC
0.61%
COM
GOOGL
0.6%
CL A
IBM
0.58%
COM
DM
0.54%
COM UT REP LTD
PANW
0.53%
COM
GE
0.46%
COM
KHC
0.45%
COM
KMB
0.42%
COM
PEP
0.41%
COM
DWDP
0.4%
COM
ENLK
0.4%
COM UNIT REP LTD
BABA
0.34%
SPONSORED ADS
WDAY
0.32%
CL A
BRK.A
0.31%
CL A
SPY
0.3%
TR UNIT
KO
0.29%
COM
USMV
0.29%
USA MIN VOL ETF
ABT
0.28%
COM
HPQ
0.28%
COM
CMCSA
0.28%
CL A
COST
0.27%
COM
IEFA
0.26%
CORE MSCI EAFE
AMGN
0.26%
COM
IWM
0.25%
RUSSELL 2000 ETF
EEM
0.23%
MSCI EMG MKT ETF
VZ
0.23%
COM
GOOG
0.22%
CL C
IDA
0.22%
COM
IVV
0.22%
CORE S&P500 ETF
HPE
0.16%
COM
SAN
0.07%
ADR
UMC
0.06%
SPON ADR NEW
VIGI
0.29%
INTL DVD ETF
PNC
0.24%
COM
BRK.B
0.22%
CL B NEW
CHT
0.22%
SPON ADR NEW11