0001461564-17-000001.txt : 20170215 0001461564-17-000001.hdr.sgml : 20170215 20170214193448 ACCESSION NUMBER: 0001461564-17-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170215 DATE AS OF CHANGE: 20170214 EFFECTIVENESS DATE: 20170215 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: 17612331 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 false 0001461564 XXXXXXXX 12-31-2016 12-31-2016 Cypress Wealth Advisors LLC

101 CALIFORNIA STREET SUITE 1025 SAN FRANCISCO CA 94111

13F HOLDINGS REPORT 028-16991 N James Longinotti 415-489-2100 James Longinotti San Francisco CA 02-14-2017 2 209 219013 false 1 0001364615 028-11964 Aperio Group, LLC 2 0001276460 028-10607 CHICKASAW CAPITAL MANAGEMENT LLC INFORMATION TABLE 2 12.31.16CypressForm13F.xml BERKSHIRE HATHAWAY INC DEL COM 084670108 488 200 SH SOLE 200 0 0 BERKSHIRE HATHAWAY INC DEL COM 084670108 244 100 SH SOLE 100 0 0 3M CO COM 88579Y101 2202 12332 SH DFND 1 6034 6298 0 ASML HOLDING N V N Y REGISTRY SHS N07059210 228 2036 SH DFND 1 225 1811 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 619 5282 SH DFND 1 278 5004 0 ADOBE SYS INC COM 00724F101 238 2309 SH DFND 1 90 2219 0 AEGON N V NY REGISTRY SH 007924103 157 28425 SH DFND 1 258 28167 0 AFLAC INC COM 001055102 307 4404 SH DFND 1 1800 2604 0 ALASKA AIR GROUP INC COM 011659109 313 3526 SH DFND 1 16 3510 0 GOOGLE INC COM 38259P508 1193 1505 SH DFND 1 831 674 0 GOOGLE INC COM 38259P706 1248 1617 SH DFND 1 771 846 0 ALTRIA GROUP INC COM 02209S103 2537 37520 SH 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