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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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Value
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Growth
21
0
0
0
0
0
14
3
2
CYPRESS WEALTH ADVISORS LLC

Time Period2018-03-31

Total Holdings78

Total Value ($x1000)92,268
Activities
New2

Increased22

Unchanged19

Decreased35

Sold Out9

Top 10 Stock Holdingstotal 37.43%
VIG7.92

FB4.27

PM3.57

EPD3.55

TRGP3.38

 
ETE3.37

ENLC3.16

VGT3.08

GEL2.64

MO2.49

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VIG
7.92%
DIV APP ETF
FB
4.27%
CL A
PM
3.57%
COM
EPD
3.55%
COM
TRGP
3.38%
COM
ETE
3.37%
COM UT LTD PTN
ENLC
3.16%
COM UNIT REP LTD
VGT
3.08%
INF TECH ETF
GEL
2.64%
UNIT LTD PARTN
MO
2.49%
COM
SHLX
2.22%
UNIT LTD INT
PFE
2.13%
COM
WGP
2.09%
COMUNT LTD PT
BMY
2.05%
COM
WMB
2.02%
COM
SEMG
1.99%
CL A
AMLP
1.96%
ALERIAN MLP
JNJ
1.9%
COM
ETP
1.8%
UNIT LTD PRT INT
PAGP
1.79%
SHS A REP LTPN
MMP
1.79%
COM UNIT RP LP
MSFT
1.7%
COM
AAPL
1.65%
COM
MMM
1.6%
COM
BPL
1.57%
UNIT LTD PARTN
PSXP
1.48%
COM UNIT REP INT
PAA
1.4%
UNIT LTD PARTN
WES
1.34%
COM UNIT LP IN
AM
1.29%
UNT LTD PARTN
CVX
1.27%
COM
BIDU
1.13%
SPON ADR REP A
UNP
1.09%
COM
INTC
1.02%
COM
CSM
1%
PSHS LC COR PLUS
AMZN
0.99%
COM
MPLX
0.98%
COM UNIT REP LTD
EQGP
0.91%
COM UNIT REP
BPMP
0.89%
UNIT LTD PTNR
VNQ
0.84%
REIT ETF
EQM
0.83%
UNIT LTD PARTN
ARE
0.82%
COM
XOM
0.81%
COM
IEMG
0.8%
CORE MSCI EMKT
CSJ
0.77%
1-3 YR CR BD ETF
IBM
0.71%
COM
DIS
0.71%
COM DISNEY
MRK
0.71%
COM
MDLZ
0.67%
CL A
CSCO
0.66%
COM
DM
0.65%
COM UT REP LTD
VLP
0.64%
COMUNT REP LP
GOOGL
0.6%
CL A
WFC
0.58%
COM
PEP
0.55%
COM
KHC
0.49%
COM
PANW
0.49%
COM
KMB
0.47%
COM
GOOG
0.44%
CL C
CMCSA
0.43%
CL A
DWDP
0.41%
COM
GE
0.41%
COM
KO
0.38%
COM
WDAY
0.34%
CL A
BABA
0.34%
SPONSORED ADS
ENLK
0.34%
COM UNIT REP LTD
ABT
0.33%
COM
COST
0.33%
COM
EEM
0.33%
MSCI EMG MKT ETF
BRK.A
0.32%
CL A
SPY
0.29%
TR UNIT
HPQ
0.29%
COM
USMV
0.29%
USA MIN VOL ETF
VIGI
0.29%
INTL DVD ETF
AMGN
0.24%
COM
PNC
0.24%
COM
IWM
0.23%
RUSSELL 2000 ETF
BRK.B
0.22%
CL B NEW
CHT
0.22%
SPON ADR NEW11
TOTL
0.67%
SPDR TR TACTIC
IVV
0.35%
CORE S&P500 ETF
VZ
0.29%
COM
PG
0.2%
COM
IDA
0.19%
COM
IEFA
0.19%
CORE MSCI EAFE
HPE
0.15%
COM
SAN
0.09%
ADR
UMC
0.05%
SPON ADR NEW