0001461564-16-000009.txt : 20161115 0001461564-16-000009.hdr.sgml : 20161115 20161114191553 ACCESSION NUMBER: 0001461564-16-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20161115 DATE AS OF CHANGE: 20161114 EFFECTIVENESS DATE: 20161115 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 SEC ACT: 1934 Act SEC FILE NUMBER: 028-16991 FILM NUMBER: 161997348 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 1 primary_doc.xml 13F-HR LIVE false true true 0001461564 XXXXXXXX 09-30-2016 09-30-2016 Cypress Wealth Advisors LLC

101 CALIFORNIA STREET SUITE 1025 SAN FRANCISCO CA 94111

13F HOLDINGS REPORT 028-16991 N James Longinotti 4154892100 James Longinotti San Francisco CA 11-14-2016 2 209 221769 false 2 0001276460 028-10607 CHICKASAW CAPITAL MANAGEMENT LLC 1 0001364615 028-11964 Aperio Group, LLC INFORMATION TABLE 2 9.30.16CypressForm13F.xml 3M CO COM 88579Y101 2166 12290 SH DFND 1 6016 6274 0 ABBOTT LABS COM 002824100 200 4733 SH DFND 1 4205 528 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 636 5205 SH DFND 1 254 4951 0 ADOBE SYS INC COM 00724F101 244 2248 SH DFND 1 66 2182 0 AEGON N V NY REGISTRY SH 007924103 110 28425 SH DFND 1 258 28167 0 AES CORP COM 00130H105 133 10334 SH DFND 1 0 10334 0 AFLAC INC COM 001055102 318 4425 SH DFND 1 1821 2604 0 ALASKA AIR GROUP INC COM 011659109 232 3526 SH DFND 1 16 3510 0 ALTRIA GROUP INC COM 02209S103 2294 36283 SH DFND 1 35742 541 0 AMAZON COM INC COM 023135106 1423 1700 SH DFND 1 1145 555 0 AMDOCS LTD SHS G02602103 475 8207 SH DFND 1 0 8207 0 AMERICAN CAPITAL AGENCY CORP COM 02503X105 226 11559 SH DFND 1 148 11411 0 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