0001461564-15-000004.txt : 20150824 0001461564-15-000004.hdr.sgml : 20150824 20150821175421 ACCESSION NUMBER: 0001461564-15-000004 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150824 DATE AS OF CHANGE: 20150821 EFFECTIVENESS DATE: 20150824 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Cypress Wealth Advisors LLC CENTRAL INDEX KEY: 0001461564 IRS NUMBER: 342006581 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-16991 FILM NUMBER: 151069631 BUSINESS ADDRESS: STREET 1: 101 CALIFORNIA STREET STREET 2: SUITE 1025 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 BUSINESS PHONE: 415-489-2100 MAIL ADDRESS: STREET 1: 101 CALIFORNIA STREET STREET 2: SUITE 1025 CITY: SAN FRANCISCO STATE: CA ZIP: 94111 13F-HR/A 1 primary_doc.xml 13F-HR/A LIVE false true false 0001461564 XXXXXXXX 06-30-2015 06-30-2015 true 1 NEW HOLDINGS Cypress Wealth Advisors LLC

101 CALIFORNIA STREET SUITE 1025 SAN FRANCISCO CA 94111

13F COMBINATION REPORT 028-16991 0001364615 028-11964 Aperio Group, LLC 0001276460 028-10607 CHICKASAW CAPITAL MANAGEMENT LLC N James Longinotti 4154892085 James Longinotti San Francisco CA 08-21-2015 2 149 170947 1 0001364615 028-11964 Aperio Group, LLC 2 0001276460 028-10607 CHICKASAW CAPITAL MANAGEMENT LLC INFORMATION TABLE 2 13FHRA.xml CYPRESS WEALTH ADVISORS, LLC 13F HR/A APPLE INC COM 37833100 4001 31900 SH DFND 1 23125 8775 0 AUTODESK INC COM 52769106 200 4000 SH SOLE 4000 0 0 AMGEN INC COM 31162100 228 1484 SH SOLE 1484 0 0 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 563 14222 SH SOLE 14222 0 0 ALPS ETF TR ALERIAN MLP 00162Q866 478 30693 SH SOLE 30693 0 0 AMERICAN EXPRESS CO COM 25816109 729 9371 SH DFND 1 5117 4254 0 BAIDU INC COM 56752108 768 3858 SH SOLE 3858 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 1998 30021 SH SOLE 30021 0 0 BERKSHIRE HATHAWAY INC DEL COM 84670108 615 300 SH SOLE 300 0 0 BERKSHIRE HATHAWAY INC DEL COM 84670702 675 4959 SH SOLE 4959 0 0 COMCAST CORP NEW 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