Cypress Wealth Advisors LLC

Q3 2017 13F Holdings Report, Stock Holdings

Signature - Title: James Longinotti - CCO
Location: San Francisco, CA
Holdings as of: September 30, 2017
Value $: $61.6M
Num holdings: 63
Date filed: 11/14/2017, 09:06 PM
Form type: 13F-HR
Description: All US holdings of this investor are reported in this report. Top holdings included VIG, META, PM, VGT, and MO.
Previous filing: Q2 2017 - Aug 16, 2017
Next filing: Q4 2017 - Feb 15, 2018
SEC: View on sec.gov

Sym	Weight	Trade Impact	Company	Class	Shares Change	Activity	Value Change $	Value $	* Price $	Shares
VIG	17.3%	-2.55%	Vanguard Specialized Portfol	DIV APP ETF	-16.6K	-12.9%	-$1.57M	$10.7M	94.79	112K
META	8.1%	-3.38%	Facebook Inc	COM	-12.2K	-29.4%	-$2.08M	$4.99M	170.88	29.2K
PM	5.87%		Philip Morris Intl Inc	COM				$3.62M	111.00	32.6K
VGT	5.65%	-0.76%	Vanguard World Fds	INF TECH ETF	-3.1K	-11.9%	-$471K	$3.48M	151.98	22.9K
MO	3.74%	-0.04%	Altria Group Inc	COM	-395	-1.08%	-$25.1K	$2.31M	63.42	36.3K
VNQ	3.33%	-0.75%	Vanguard Index Fds	REIT ETF	-5.54K	-18.3%	-$460K	$2.05M	83.11	24.7K
BMY	3.06%	+0.76%	Bristol Myers Squibb Co	COM	+7.38K	+33.3%	+$470K	$1.88M	63.73	29.5K
PFE	2.97%	+0.04%	Pfizer Inc	COM	+661	+1.31%	+$23.6K	$1.83M	35.71	51.2K
JNJ	2.66%	-0.04%	Johnson & Johnson	COM	-210	-1.64%	-$27.3K	$1.64M	130.03	12.6K
AAPL	2.57%	-0.38%	Apple Inc	COM	-1.5K	-12.8%	-$231K	$1.58M	154.13	10.3K
CSM	2.47%	-1.37%	Proshares Tr	COM	-13.5K	-35.7%	-$844K	$1.52M	62.53	24.3K
MMM	2.29%	+0%	3 M Co	COM	+6	+0.09%	+$1.26K	$1.41M	209.83	6.73K
MSFT	2.17%	+0.03%	Microsoft Corp	COM	+207	+1.17%	+$15.4K	$1.34M	74.51	18K
CVX	2.09%	-0.09%	Chevron Corp New	COM	-483	-4.22%	-$56.8K	$1.29M	117.54	11K
IGSB	1.86%	-3.59%	Ishares	1-3 YR CR BD ETF	-21K	-65.9%	-$2.21M	$1.14M	105.37	10.8K
BIDU	1.71%		Baidu Inc	COM				$1.05M	247.76	4.25K
TOTL	1.66%	-2.6%	Ssga Active Etf Tr	SPDR TR TACTIC	-32.5K	-61.1%	-$1.6M	$1.02M	49.29	20.8K
IEMG	1.51%	-0.32%	Ishares Tr	CORE MSCI EMKT	-3.67K	-17.5%	-$198K	$933K	54.03	17.3K
XOM	1.45%	+0.02%	Exxon Mobil Corp	COM	+180	+1.68%	+$14.8K	$894K	82.00	10.9K
SPY	1.43%	-1.91%	Spdr S&P 500 Etf Tr	TR UNIT	-4.69K	-57.2%	-$1.18M	$883K	251.28	3.51K
UNP	1.33%	-0.02%	Union Pac Corp	COM	-102	-1.43%	-$11.8K	$818K	115.95	7.06K
MRK	1.3%	-0.02%	Merck & Co Inc New	COM	-148	-1.17%	-$9.47K	$803K	64.01	12.5K
INTC	1.15%	-0.23%	Intel Corp	COM	-3.67K	-16.5%	-$140K	$709K	38.07	18.6K
GE	1.09%	-0.11%	General Electric Co	COM	-2.73K	-8.91%	-$65.9K	$674K	24.18	27.9K
DIS	1.05%	-0.4%	Disney Walt Co	COM	-2.49K	-27.6%	-$246K	$645K	98.58	6.54K
MDLZ	1.01%	-0.06%	Mondelez Intl Inc	COM	-841	-5.2%	-$34.2K	$624K	40.69	15.3K
CSCO	1%	-0.34%	Cisco Sys Inc	COM	-6.29K	-25.6%	-$212K	$616K	33.65	18.3K
AMZN	0.97%	+0.04%	Amazon Com Inc	COM	+24	+4.01%	+$23.1K	$598K	961.41	622
IBM	0.96%	-0.06%	International Business Machs	COM	-258	-5.97%	-$37.4K	$589K	145.04	4.06K
GOOGL	0.89%	-0.11%	Google Inc	COM	-71	-11.1%	-$69.1K	$551K	973.50	566
KHC	0.89%	-0.02%	Kraft Heinz Co	COM	-169	-2.32%	-$13.1K	$551K	77.50	7.11K
WFC	0.79%	-0.13%	Wells Fargo & Co New	COM	-1.45K	-14.1%	-$80K	$489K	55.20	8.86K
ORCL	0.75%	-1.14%	Oracle Corp	COM	-14.5K	-60.2%	-$700K	$462K	48.31	9.56K
IVV	0.73%	-1.45%	Ishares Tr	CORE S&P500 ETF	-3.54K	-66.6%	-$896K	$450K	253.09	1.78K
KO	0.71%	-0.04%	Coca Cola Co	COM	-486	-4.77%	-$21.9K	$436K	44.98	9.69K
KMB	0.71%	-0.01%	Kimberly Clark Corp	COM	-27	-0.72%	-$3.18K	$436K	117.65	3.71K
IWM	0.65%	-0.91%	Ishares Tr	RUSSELL 2000 ETF	-3.79K	-58.2%	-$561K	$402K	148.12	2.71K
PEP	0.65%	-0.24%	Pepsico Inc	COM	-1.32K	-26.8%	-$147K	$401K	111.48	3.6K
CMCSA	0.61%	-0.03%	Comcast Corp New	COM	-548	-5.32%	-$21.1K	$375K	38.45	9.75K
DWDP	0.57%	+0.57%	Dowdupont Inc	COM	+5.1K	NEW	+$353K	$353K	69.23	5.1K
PANW	0.56%	-0.18%	Palo Alto Networks Inc	COM	-755	-23.9%	-$109K	$346K	144.23	2.4K
USMV	0.53%	-1.08%	Ishares Tr	USA MIN VOL ETF	-13.2K	-66.9%	-$665K	$329K	50.31	6.54K
AXP	0.52%	-0.02%	American Express Co	COM	-112	-3.09%	-$10.1K	$318K	90.55	3.51K
EPD	0.51%	-0.21%	Enterprise Prods Partners L	COM	-4.9K	-28.8%	-$128K	$315K	26.03	12.1K
COST	0.49%	-0.02%	Costco Whsl Corp New	COM	-76	-3.94%	-$12.5K	$304K	164.24	1.85K
JPM	0.49%	-0.27%	Jpmorgan Chase & Co	COM	-1.75K	-35.5%	-$167K	$303K	95.55	3.17K
BRKA			Berkshire Hathaway Inc Del	COM				$275K	2,750.00^*	100
BABA	0.43%		Alibaba Group Hldg Ltd	SPONSORED ADS				$262K	172.71	1.52K
WDAY	0.42%	-0.16%	Workday Inc	COM	-917	-27.1%	-$96.5K	$260K	105.22	2.47K
VZ	0.41%	+0.03%	Verizon Communications Inc	COM	+366	+7.77%	+$18.1K	$251K	49.43	5.08K

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* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
James Longinotti	CCO	San Francisco, California	11/14/2017

Other Included Managers (3):

Num	Name	Location	File Number
1	Aperio Group, LLC	Sausalito, CA	028-11964
2	Chickasaw Capital Management Llc	Memphis, TN	028-10607
3	Checchi Capital Advisers, LLC	Beverly Hills, CA	028-15706