Cypress Wealth Advisors LLC

13F Filings History

Latest 13F report
Q1 2019 - May 17, 2019
Value $
$86.9M
Signature - Title
James Longinotti - CCO
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by Cypress Wealth Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Cypress Wealth Advisors LLC reported 80 stock holdings with total value $86.9M as of Q1 2019. Top holdings included VIG, ET, META, WMB, and VGT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2019 80 $86.9M +$13.1M -$9.26M +$3.81M VIG, ET, META, WMB, VGT 13F-HR 5/17/2019, 03:13 PM
Q4 2018 78 $72.8M +$5.28M -$13.1M -$7.79M VIG, ET, META, WMB, EPD 13F-HR 2/14/2019, 01:22 PM
Q3 2018 84 $95.1M +$5.24M -$5.06M +$185K VIG, META, VGT, ET, EPD 13F-HR 11/13/2018, 09:10 PM
Q2 2018 81 $92.1M +$2.82M -$7.84M -$5.03M VIG, META, ET, TRGP, EPD 13F-HR 8/14/2018, 01:15 PM
Q1 2018 78 $92M +$3.75M -$7.01M -$3.27M VIG, META, PM, EPD, TRGP 13F-HR 5/15/2018, 08:38 PM
Q4 2017 85 $104M +$48.8M -$9.29M +$39.5M VIG, META, TRGP, EPD, ET 13F-HR 2/14/2018, 06:18 PM
Q3 2017 63 $61.6M +$1.35M -$27.3M -$25.9M VIG, META, PM, VGT, MO 13F-HR 11/14/2017, 09:06 PM
Q2 2017 84 $85.4M +$1.39M -$137M -$136M VIG, META, PM, VGT, IGSB 13F-HR 8/15/2017, 06:23 PM
Q1 2017 218 $218M +$8.57M -$16.2M -$7.62M VIG, EEM, IGSB, META, TOTL 13F-HR 5/15/2017, 09:17 PM
Q4 2016 208 $214M +$10.1M -$18.6M -$8.45M VIG, IGSB, EEM, GPS, META 13F-HR 2/14/2017, 07:34 PM
Q3 2016 207 $220M +$20.4M -$6.86M +$13.5M VIG, IGSB, TOTL, EEM, META 13F-HR 11/14/2016, 07:15 PM
Q2 2016 192 $201M +$5M -$26.4M -$21.3M VIG, IGSB, EEM, TOTL, META 13F-HR 8/15/2016, 10:01 PM
Q1 2016 202 $218M +$23.6M -$6.3M +$17.3M IGSB, VIG, EEM, GPS, TOTL 13F-HR 5/12/2016, 04:07 PM
Q4 2015 189 $196M +$21.6M -$14.6M +$7.02M VIG, IGSB, EEM, GPS, TOTL 13F-HR 2/11/2016, 05:53 PM
Q3 2015 183 $184M +$41.3M -$9.54M +$31.7M VIG, IGSB, GPS, TOTL, IEMG 13F-HR 11/13/2015, 08:35 PM
Q2 2015 149 $170M $0 $0 VIG, IGSB, GPS, META, EEM New Holdings 8/21/2015, 05:54 PM
Q2 2015 87 $126M $0 $0 VIG, IGSB, GPS, META, EEM 13F-HR 8/17/2015, 03:50 PM