13F Filings History of Cypress Wealth Advisors LLC

Latest 13F report
Q1 2019 - 17 May 2019
Value $
$86,886,000
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 $86,886,000 as of Q1 2019. Top holdings included VIG, ET, META, WMB, and VGT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2019 80 $86,886,000 +$13,074,319 -$9,262,324 +$3,811,995 VIG, ET, META, WMB, VGT 13F-HR 17 May 2019, 15:13
Q4 2018 78 $72,787,000 +$5,276,799 -$13,063,994 -$7,787,195 VIG, ET, META, WMB, EPD 13F-HR 14 Feb 2019, 13:22
Q3 2018 84 $95,109,000 +$5,243,364 -$5,058,182 +$185,182 VIG, META, VGT, ET, EPD 13F-HR 13 Nov 2018, 21:10
Q2 2018 81 $92,091,000 +$2,819,100 -$7,844,456 -$5,025,356 VIG, META, ET, TRGP, EPD 13F-HR 14 Aug 2018, 13:15
Q1 2018 78 $91,969,000 +$3,746,337 -$7,011,994 -$3,265,657 VIG, META, PM, EPD, TRGP 13F-HR 15 May 2018, 20:38
Q4 2017 85 $104,014,000 +$48,831,462 -$9,293,151 +$39,538,311 VIG, META, TRGP, EPD, ET 13F-HR 14 Feb 2018, 18:18
Q3 2017 63 $61,604,000 +$1,353,212 -$27,285,423 -$25,932,211 VIG, META, PM, VGT, MO 13F-HR 14 Nov 2017, 21:06
Q2 2017 84 $85,399,000 +$1,392,859 -$136,973,314 -$135,580,455 VIG, META, PM, VGT, IGSB 13F-HR 15 Aug 2017, 18:23
Q1 2017 218 $218,071,000 +$8,568,480 -$16,187,031 -$7,618,551 VIG, EEM, IGSB, META, TOTL 13F-HR 15 May 2017, 21:17
Q4 2016 208 $213,734,000 +$10,096,568 -$18,551,533 -$8,454,965 VIG, IGSB, EEM, GPS, META 13F-HR 14 Feb 2017, 19:34
Q3 2016 207 $219,884,000 +$20,366,935 -$6,863,819 +$13,503,116 VIG, IGSB, TOTL, EEM, META 13F-HR 14 Nov 2016, 19:15
Q2 2016 192 $200,769,000 +$5,004,573 -$26,354,365 -$21,349,792 VIG, IGSB, EEM, TOTL, META 13F-HR 15 Aug 2016, 22:01
Q1 2016 202 $217,516,000 +$23,570,381 -$6,295,764 +$17,274,617 IGSB, VIG, EEM, GPS, TOTL 13F-HR 12 May 2016, 16:07
Q4 2015 189 $196,465,000 +$21,635,128 -$14,615,396 +$7,019,732 VIG, IGSB, EEM, GPS, TOTL 13F-HR 11 Feb 2016, 17:53
Q3 2015 183 $183,905,000 +$41,274,181 -$9,544,005 +$31,730,176 VIG, IGSB, GPS, TOTL, IEMG 13F-HR 13 Nov 2015, 20:35
Q2 2015 149 $170,332,000 $0 $0 $0 VIG, IGSB, GPS, META, EEM New Holdings 21 Aug 2015, 17:54
Q2 2015 87 $125,857,000 $0 $0 $0 VIG, IGSB, GPS, META, EEM 13F-HR 17 Aug 2015, 15:50