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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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23
0
1
0
0
0
14
2
2
CYPRESS WEALTH ADVISORS LLC

Time Period2017-12-31

Total Holdings85

Total Value ($x1000)104,312
Activities
New27

Increased33

Unchanged5

Decreased20

Sold Out5

Top 10 Stock Holdingstotal 38.36%
VIG7.8

FB4.35

TRGP3.89

EPD3.74

ETE3.63

 
ENLC3.35

PM3.34

SHLX2.91

VGT2.78

MO2.57

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VIG
7.8%
DIV APP ETF
FB
4.35%
CL A
TRGP
3.89%
COM
EPD
3.74%
COM
ETE
3.63%
COM UT LTD PTN
ENLC
3.35%
COM UNIT REP LTD
PM
3.34%
COM
SHLX
2.91%
UNIT LTD INT
VGT
2.78%
INF TECH ETF
MO
2.57%
COM
SEMG
2.49%
CL A
WMB
2.19%
COM
GEL
2.15%
UNIT LTD PARTN
WGP
2.02%
COMUNT LTD PT
PFE
1.93%
COM
MMP
1.87%
COM UNIT RP LP
JNJ
1.85%
COM
PAGP
1.83%
SHS A REP LTPN
BMY
1.76%
COM
ETP
1.72%
UNIT LTD PRT INT
BPL
1.53%
UNIT LTD PARTN
MMM
1.52%
COM
AAPL
1.48%
COM
MSFT
1.45%
COM
DM
1.43%
COM UT REP LTD
PSXP
1.39%
COM UNIT REP INT
VNQ
1.36%
REIT ETF
PAA
1.34%
UNIT LTD PARTN
WES
1.3%
COM UNIT LP IN
CSJ
1.28%
1-3 YR CR BD ETF
AM
1.24%
UNT LTD PARTN
CVX
1.23%
COM
CSM
1.22%
PSHS LC COR PLUS
BIDU
1.05%
SPON ADR REP A
BPMP
0.96%
UNIT LTD PTNR
UNP
0.96%
COM
MPLX
0.91%
COM UNIT REP LTD
EQGP
0.9%
COM UNIT REP
EQM
0.88%
UNIT LTD PARTN
INTC
0.81%
COM
XOM
0.81%
COM
AMZN
0.73%
COM
IEMG
0.69%
CORE MSCI EMKT
DIS
0.69%
COM DISNEY
VLP
0.68%
COMUNT REP LP
TOTL
0.67%
SPDR TR TACTIC
MRK
0.66%
COM
MDLZ
0.64%
CL A
IBM
0.6%
COM
GOOGL
0.58%
CL A
WFC
0.54%
COM
PEP
0.54%
COM
KHC
0.53%
COM
GE
0.52%
COM
CSCO
0.52%
COM
KMB
0.46%
COM
CMCSA
0.43%
CL A
GOOG
0.39%
CL C
SPY
0.38%
TR UNIT
KO
0.36%
COM
DWDP
0.36%
COM
IVV
0.35%
CORE S&P500 ETF
PANW
0.34%
COM
USMV
0.33%
USA MIN VOL ETF
AMLP
0.31%
ALERIAN MLP
ENLK
0.31%
COM UNIT REP LTD
COST
0.29%
COM
VZ
0.29%
COM
BRK.A
0.29%
CL A
EEM
0.28%
MSCI EMG MKT ETF
ABT
0.28%
COM
VIGI
0.26%
INTL DVD ETF
BABA
0.25%
SPONSORED ADS
HPQ
0.24%
COM
WDAY
0.24%
CL A
IWM
0.24%
RUSSELL 2000 ETF
AMGN
0.22%
COM
BRK.B
0.21%
CL B NEW
PNC
0.2%
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
ORCL
0.75%
COM
AXP
0.51%
COM
JPM
0.49%
COM
HD
0.38%
COM
SFUN
0.11%
ADR