Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
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.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
20
1
1
0
0
0
15
3
2
CYPRESS WEALTH ADVISORS LLC

Time Period2018-09-30

Total Holdings84

Total Value ($x1000)95,109
Activities
New7

Increased22

Unchanged25

Decreased30

Sold Out4

Top 10 Stock Holdingstotal 36.68%
VIG7.27

FB4.34

VGT3.59

ETE3.51

EPD3.49

 
TRGP3.34

WMB2.98

PM2.8

BPL2.71

GEL2.65

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VIG
7.27%
DIV APP ETF
FB
4.34%
CL A
VGT
3.59%
INF TECH ETF
ETE
3.51%
COM UT LTD PTN
EPD
3.49%
COM
TRGP
3.34%
COM
WMB
2.98%
COM
PM
2.8%
COM
BPL
2.71%
UNIT LTD PARTN
GEL
2.65%
UNIT LTD PARTN
ENLC
2.4%
COM UNIT REP LTD
PFE
2.36%
COM
MO
2.31%
COM
MPLX
2.18%
COM UNIT REP LTD
PAGP
2.11%
SHS A REP LTPN
AAPL
1.98%
COM
BMY
1.92%
COM
ETP
1.85%
UNIT LTD PRT INT
JNJ
1.78%
COM
MMP
1.78%
COM UNIT RP LP
MSFT
1.77%
COM
SEMG
1.66%
CL A
PSXP
1.63%
COM UNIT REP INT
AMLP
1.58%
ALERIAN MLP
WGP
1.57%
COMUNT LTD PT
MMM
1.47%
COM
PAA
1.42%
UNIT LTD PARTN
AMZN
1.34%
COM
SHLX
1.29%
UNIT LTD INT
WES
1.29%
COM UNIT LP IN
CVX
1.28%
COM
AM
1.27%
UNT LTD PARTN
ARE
1.26%
COM
UNP
1.2%
COM
BIDU
1.16%
SPON ADR REP A
CSM
0.99%
PSHS LC COR PLUS
XOM
0.91%
COM
MRK
0.87%
COM
BPMP
0.83%
UNIT LTD PTNR
DIS
0.8%
COM DISNEY
INTC
0.79%
COM
CSCO
0.73%
COM
DVY
0.7%
SELECT DIVID ETF
EQGP
0.7%
COM UNIT REP
MDLZ
0.66%
CL A
VLP
0.65%
COMUNT REP LP
IEMG
0.64%
CORE MSCI EMKT
GOOGL
0.63%
CL A
CSJ
0.62%
1-3 YR CR BD ETF
IBM
0.61%
COM
VNQ
0.59%
REIT ETF
PANW
0.57%
COM
WFC
0.55%
COM
EQM
0.47%
UNIT LTD PARTN
KMB
0.44%
COM
PEP
0.44%
COM
ENLK
0.44%
COM UNIT REP LTD
KHC
0.39%
COM
WDAY
0.38%
CL A
DWDP
0.38%
COM
GE
0.34%
COM
ABT
0.33%
COM
CMCSA
0.32%
CL A
HPQ
0.31%
COM
FNCL
0.31%
MSCI FINLS IDX
KO
0.3%
COM
COST
0.29%
COM
AMGN
0.28%
COM
BABA
0.27%
SPONSORED ADS
IEFA
0.25%
CORE MSCI EAFE
USMV
0.25%
USA MIN VOL ETF
IWM
0.25%
RUSSELL 2000 ETF
VZ
0.24%
COM
IDA
0.23%
COM
BRK.B
0.23%
CL B NEW
GOOG
0.23%
CL C
IVV
0.23%
CORE S&P500 ETF
RYH
0.22%
S&P500 EQL HLT
ORCL
0.22%
COM
SNPS
0.22%
COM
HPE
0.18%
COM
SAN
0.06%
ADR
ASX
0.05%
SPONSORED ADS
UMC
0.05%
SPON ADR NEW
DM
0.54%
COM UT REP LTD
BRK.A
0.31%
CL A
SPY
0.3%
TR UNIT
EEM
0.23%
MSCI EMG MKT ETF