0001461564-17-000029.txt : 20170816
0001461564-17-000029.hdr.sgml : 20170816
20170815182309
ACCESSION NUMBER: 0001461564-17-000029
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170630
FILED AS OF DATE: 20170816
DATE AS OF CHANGE: 20170815
EFFECTIVENESS DATE: 20170816
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: 171034912
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
06-30-2017
06-30-2017
Cypress Wealth Advisors LLC
101 CALIFORNIA STREET
SUITE 1025
SAN FRANCISCO
CA
94111
13F HOLDINGS REPORT
028-16991
N
James Longinotti
CCO
4154892100
James Longinotti
San Francisco
CA
08-15-2017
2
85
85654
false
1
0001364615
028-11964
Aperio Group, LLC
2
0001276460
028-10607
CHICKASAW CAPITAL MANAGEMENT LLC
INFORMATION TABLE
2
6.30.17CypressForm13F.xml
3M CO
COM
88579Y101
1401
6728
SH
DFND
1
3016
3712
0
ABBOTT LABS
COM
002824100
230
4722
SH
DFND
1
4033
689
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
214
1517
SH
DFND
1
1290
227
0
ALTRIA GROUP INC
COM
02209S103
2736
36741
SH
DFND
1
35859
882
0
AMAZON COM INC
COM
023135106
579
598
SH
DFND
1
443
155
0
AMERICAN EXPRESS CO
COM
025816109
305
3624
SH
DFND
1
3512
112
0
AMGEN INC
COM
031162100
237
1375
SH
DFND
1
1149
226
0
APPLE INC
COM
037833100
1694
11764
SH
DFND
1
9233
2531
0
BAIDU INC
COM
056752108
759
4246
SH
DFND
1
4099
147
0
BANCO SANTANDER SA
ADR
05964H105
98
14723
SH
DFND
1
1157
13566
0
BERKSHIRE HATHAWAY INC DEL
COM
084670702
236
1395
SH
DFND
1
883
512
0
BERKSHIRE HATHAWAY INC DEL
COM
084670108
255
100
SH
SOLE
100
0
0
BRISTOL MYERS SQUIBB CO
COM
110122108
1234
22149
SH
DFND
1
21868
281
0
CHEVRON CORP NEW
COM
166764100
1194
11441
SH
DFND
1
10778
663
0
CISCO SYS INC
COM
17275R102
770
24600
SH
DFND
1
22968
1632
0
COCA COLA CO
COM
191216100
457
10179
SH
DFND
1
8671
1508
0
COMCAST CORP NEW
COM
20030N101
401
10300
SH
DFND
1
8704
1596
0
COSTCO WHSL CORP NEW
COM
22160K105
308
1927
SH
DFND
1
1727
200
0
DISNEY WALT CO
COM
254687106
960
9037
SH
DFND
1
8509
528
0
DU PONT E I DE NEMOURS & CO
COM
263534109
255
3154
SH
DFND
1
2998
156
0
ENERGY TRANSFER EQUITY L P
COM UT LTD PTN
29273V100
370
20575
SH
DFND
2
0
20575
0
ENLINK MIDSTREAM LLC
COM UNIT REP LTD
29336T100
286
16250
SH
DFND
2
0
16250
0
ENTERPRISE PRODS PARTNERS L
COM
293792107
460
17000
SH
DFND
2
4000
13000
0
EXXON MOBIL CORP
COM
30231G102
866
10723
SH
DFND
1
9554
1169
0
FACEBOOK INC
COM
30303M102
6246
41369
SH
DFND
1
40378
991
0
GENERAL ELECTRIC CO
COM
369604103
826
30597
SH
DFND
1
28330
2267
0
GENESIS ENERGY L P
UNIT LTD PARTN
371927104
210
6625
SH
DFND
2
0
6625
0
GOOGLE INC
COM
38259P706
236
260
SH
SOLE
260
0
0
GOOGLE INC
COM
38259P508
592
637
SH
DFND
1
322
315
0
HEWLETT PACKARD CO
COM
428236103
199
11374
SH
DFND
1
9555
1819
0
HEWLETT PACKARD ENTERPRISE C
COM
42824C109
172
10344
SH
DFND
1
9555
789
0
HOME DEPOT INC
COM
437076102
220
1436
SH
DFND
1
1088
348
0
INTEL CORP
COM
458140100
752
22296
SH
DFND
1
19216
3080
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
664
4319
SH
DFND
1
4104
215
0
ISHARES
1-3 YR CR BD ETF
464288646
3351
31825
SH
SOLE
31825
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
209
3430
SH
SOLE
3430
0
0
ISHARES TR
Russell 2000 ETF
464287655
216
1282
SH
SOLE
1282
0
0
ISHARES TR
EAFE MIN VOL ETF
46429B689
316
4559
SH
SOLE
4559
0
0
ISHARES TR
MSCI EAFE ETF
464287465
345
5290
SH
SOLE
5290
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
348
2992
SH
SOLE
2992
0
0
ISHARES TR
CORE S&P SCP ETF
464287804
634
9036
SH
SOLE
9036
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
670
5631
SH
SOLE
5631
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
735
5217
SH
SOLE
5217
0
0
ISHARES TR
USA MIN VOL ETF
46429B697
967
19758
SH
SOLE
19758
0
0
ISHARES TR
CORE MSCI EMKT
46434G103
1048
20934
SH
SOLE
20934
0
0
ISHARES TR
CORE S&P500 ETF
464287200
1294
5317
SH
SOLE
5317
0
0
JOHNSON & JOHNSON
COM
478160104
1692
12792
SH
DFND
1
6598
6194
0
JPMORGAN CHASE & CO
ALERIAN ML ETN
46625H365
448
15080
SH
SOLE
15080
0
0
JPMORGAN CHASE & CO
COM
46625H100
450
4918
SH
DFND
1
3912
1006
0
KIMBERLY CLARK CORP
COM
494368103
482
3733
SH
DFND
1
3706
27
0
KRAFT HEINZ CO
COM
500754106
623
7279
SH
DFND
1
7110
169
0
MERCK & CO INC NEW
COM
58933Y105
813
12692
SH
DFND
1
11965
727
0
MICROSOFT CORP
COM
594918104
1224
17750
SH
DFND
1
13662
4088
0
MONDELEZ INTL INC
COM
609207105
699
16178
SH
DFND
1
15417
761
0
ORACLE CORP
COM
68389X105
1206
24054
SH
DFND
1
23718
336
0
PALO ALTO NETWORKS INC
COM
697435105
422
3154
SH
DFND
1
3041
113
0
PEPSICO INC
COM
713448108
567
4913
SH
DFND
1
4725
188
0
PFIZER INC
COM
717081103
1697
50507
SH
DFND
1
31041
19466
0
PHILIP MORRIS INTL INC
COM
718172109
3826
32577
SH
DFND
1
32065
512
0
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
476
3460
SH
SOLE
3460
0
0
PPG INDS INC
COM
693506107
216
1963
SH
DFND
1
1883
80
0
PROSHARES TR
COM
74347R248
2275
37833
SH
SOLE
37833
0
0
SHELL MIDSTREAM PARTNERS L P
UNIT LTD INT
822634101
223
7375
SH
DFND
2
0
7375
0
SOUFUN HLDGS LTD
ADR
836034108
65
17500
SH
SOLE
17500
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
1983
8201
SH
SOLE
8201
0
0
SQUARE INC
CL A
852234103
2802
107747
SH
DFND
2
62997
44750
0
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
2622
53290
SH
SOLE
53290
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADR
874039100
226
6475
SH
DFND
1
4846
1629
0
TARGA RES CORP
COM
87612G101
353
7800
SH
DFND
2
0
7800
0
TRAVELERS COMPANIES INC
COM
89417E109
223
1761
SH
DFND
1
1433
328
0
UNION PAC CORP
COM
907818108
779
7157
SH
DFND
1
46
7111
0
UNITED MICROELECTRONICS CORP
SPON ADR NEW
910873405
50
20457
SH
DFND
1
1805
18652
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1356
10893
SH
SOLE
10893
0
0
VANGUARD INDEX FDS
REIT ETF
922908553
2518
30253
SH
SOLE
30253
0
0
VANGUARD INTL EQUITY INDEX FDS
ALLWRLD EX US
922042775
654
13081
SH
SOLE
13081
0
0
VANGUARD SPECIALIZED PORTFOL
DIV APP ETF
921908844
11956
129014
SH
SOLE
129014
0
0
VANGUARD WORLD FDS
MATERIALS ETF
92204A801
255
2096
SH
SOLE
2096
0
0
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
349
2365
SH
SOLE
2365
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
3663
26011
SH
SOLE
26011
0
0
VCA INC
COM
918194101
300
3250
SH
SOLE
3250
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
210
4712
SH
DFND
1
3360
1352
0
WELLS FARGO & CO NEW
COM
949746101
571
10308
SH
DFND
1
8794
1514
0
WESTERN GAS EQUITY PARTNERS
COMUNT LTD PT
95825R103
232
5400
SH
DFND
2
0
5400
0
WILLIAMS COS INC DEL
COM
969457100
264
8725
SH
DFND
1
0
8725
0
WORKDAY INC
COM
98138H101
329
3388
SH
SOLE
3388
0
0