CW
Cypress Wealth Advisors LLC Historical SEC 13F Holdings & Archive (Q1 2019)
Cypress Wealth Advisors LLCCIK: 0001461564
Diversified strategyContrarianQuality / disciplined sizing
Total reported value
$87.4M
Reporting period: 2019-03-31 · Number of holdings: 81
Cypress Wealth Advisors LLC disclosed 81 holdings in its latest 13F filing for the period ending 2019-03-31, with total reported value of $87.4M and a quarterly turnover rate of 30.5%.
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Personality snowflake
- Concentration
- 9.79
- Portfolio Stability
- 30.46
- Momentum
- 0
- Sector conviction
- 55.81
- Diversification
- 100
- Sizing Uniformity
- 90.15
Cypress Wealth Advisors LLC's disclosed holdings carry a Herfindahl concentration index of 0.024 — mathematically equivalent to about 41 equally-sized positions, well below its 81 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.99), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 30% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd WES
+529.0% $2.0M
Trim VIG
-17.5% -$454.0K
Add 0E41
+109.5% $1.8M
Trim TRGP
-30.5% -$426.0K
Trim MPLX
-24.6% -$373.0K
Add GEL
+40.4% $906.0K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 80 holdings (of 81 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.25% | -1.88% | -17.51% | |
| 2 | ET | Energy Transfer LP | Stock-Energy | 4.98% | -0.60% | -7.84% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.78% | +0.23% | -0.77% | |
| 4 | WMB | Williams Cos Inc | Stock-Energy | 3.84% | -0.46% | -17.64% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 3.41% | -0.22% | -6.37% | |
| 6 | EPD | Enterprise Products Partners | Stock-Energy | 3.37% | -0.34% | -7.91% | |
| 7 | PM | Philip Morris International | Stock-Consumer Staples | 3.23% | +0.24% | -2.03% | |
| 8 | 0E41 | Enlink Midstream LLC | Stock-Other | 3.22% | +1.85% | +109.52% | |
| 9 | WES | Western Midstream Partners, LP | Stock-Energy | 2.85% | +2.12% | +529.01% | |
| 10 | LYFT | Lyft Inc-a | Stock-Tech | 2.80% | +2.80% | NEW | |
| 11 | PFE | Pfizer Inc | Stock-Healthcare | 2.40% | -0.64% | -2.69% | |
| 12 | GEL | Genesis Energy L.p. | Stock-Other | 2.38% | +0.77% | +40.41% | |
| 13 | MO | Altria Group Inc | Stock-Consumer Staples | 2.35% | -0.12% | -1.75% | |
| 14 | PAA | Plains All American Pipeline, L.P. | Stock-Energy | 2.05% | -0.03% | -4.39% | |
| 15 | BPLUSD | Buckeye Partners LP | Stock-Other | 1.99% | +1.99% | NEW | |
| 16 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 1.99% | +0.46% | +27.22% | |
| 17 | TRGP | Targa Resources CORP | Stock-Energy | 1.97% | -0.98% | -30.49% | |
| 18 | MPLX | Mplx LP | Stock-Energy | 1.93% | -0.90% | -24.59% | |
| 19 | AMLPUSD | Alerian Mlp ETF | ETF-Other | 1.78% | +0.04% | +7.17% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.73% | — | -13.29% | |
| 21 | WEP | Magellan Midstream Partners | Stock-Other | 1.66% | — | -8.30% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.62% | -0.16% | -9.11% | |
| 23 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.61% | -0.50% | -0.45% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.61% | — | -11.03% | |
| 25 | MMM | 3m Co | Stock-Industrials | 1.56% | -0.18% | -1.58% | |
| 26 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 1.43% | +0.20% | +12.99% | |
| 27 | AM | Antero Midstream Corporation | Stock-Energy | 1.43% | -0.04% | +80.93% | |
| 28 | CVX | Chevron CORP | Stock-Energy | 1.41% | -0.08% | — | |
| 29 | UNP | Union Pacific CORP | Stock-Industrials | 1.34% | +0.01% | -0.13% | |
| 30 | SEMGUSD | Semgroup Corp-class A | Stock-Other | 1.28% | — | -6.85% | |
| 31 | PSXPUSD | Phillips 66 Partners LP | Stock-Other | 1.24% | — | -15.51% | |
| 32 | KMI | Kinder Morgan, Inc. | Stock-Energy | 1.22% | +0.73% | +131.96% | |
| 33 | SHLXUSD | Shell Midstream Partners LP | Stock-Other | 1.12% | +1.12% | NEW | |
| 34 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.07% | — | — | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | -0.37% | -27.04% | |
| 36 | CSM | Proshares Large Cap Core Plu | ETF-Large Cap & Growth | 0.89% | — | -6.31% | |
| 37 | INTC | Intel CORP | Stock-Tech | 0.89% | — | -7.51% | |
| 38 | BIDU | Baidu Inc - Spon Adr | Stock-Comm Services | 0.87% | — | -2.48% | |
| 39 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.85% | +0.03% | — | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.84% | — | -3.74% | |
| 41 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.78% | — | -0.29% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.75% | — | — | |
| 43 | ✓ | Bp Midstream Par | Stock-Other | 0.74% | +0.32% | +126.74% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | — | -20.63% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.69% | — | — | |
| 46 | OKE | Oneok Inc | Stock-Energy | 0.69% | +0.04% | -1.14% | |
| 47 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.67% | +0.05% | — | |
| 48 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.65% | +0.65% | NEW | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.62% | — | -6.42% | |
| 50 | BND | Vanguard Total Bond Market | ETF-Other | 0.58% | +0.58% | NEW |
1–50 of 80
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2019 Q1 | 81 | $87.4M | 30 | ||
| 2018 Q4 | 79 | $72.8M | 34 | ||
| 2018 Q3 | 84 | $95.1M | 16 | ||
| 2018 Q2 | 81 | $92.4M | 15 | ||
| 2018 Q1 | 78 | $92.3M | 19 | ||
| 2017 Q4 | 85 | $104.3M | 70 | ||
| 2017 Q3 | 63 | $61.9M | 39 | ||
| 2017 Q2 | 85 | $85.7M | 91 | ||
| 2017 Q1 | 219 | $219.2M | 18 | ||
| 2016 Q4 | 209 | $219.0M | 18 | ||
| 2016 Q3 | 209 | $221.8M | 17 | ||
| 2016 Q2 | 192 | $202.4M | 20 | ||
| 2016 Q1 | 202 | $218.5M | 19 | ||
| 2015 Q4 | 189 | $197.4M | 25 | ||
| 2015 Q3 | 183 | $184.8M | 42 | ||
| 2015 Q2 | 149 | $170.9M | 0 |
Holding changes this quarter
Cypress Wealth Advisors LLC's most significant position changes for 2019-03-31: New buy: Lyft Inc-a (LYFT); New buy: Buckeye Partners LP (BPLUSD); Sold out: Western Midstream Partners, LP (WES); New buy: Shell Midstream Partners LP (SHLXUSD); New buy: Vanguard Short-term Treasury (VGSH).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WES | Western Midstream Partners, LP | +2.1% | +529.01% | Add |
| 2 | 0E41 | Enlink Midstream LLC | +1.9% | +109.52% | Add |
| 3 | GEL | Genesis Energy L.p. | +0.8% | +40.41% | Add |
| 4 | KMI | Kinder Morgan, Inc. | +0.7% | +131.96% | Add |
| 5 | PAA | Plains All Amer Pipeline LP | +0.5% | +27.22% | Add |
| 6 | ✓ | Bp Midstream Par | +0.3% | +126.74% | Add |
| 7 | PM | Philip Morris International | +0.2% | -2.03% | Trim |
| 8 | META | Meta Platforms Inc-class A | +0.2% | -0.77% | Trim |
| 9 | ARE | Alexandria Real Estate Equit | +0.2% | +12.99% | Add |
| 10 | AEP | American Electric Power Company, Inc. | +0.1% | +14.35% | Add |
| 11 | PANW | Palo Alto Networks Inc | +0.1% | — | Unchanged |
| 12 | AMLPUSD | Alerian Mlp ETF | 0% | +7.17% | Add |
| 13 | OKE | Oneok Inc | 0% | -1.14% | Trim |
| 14 | BABA | Alibaba Group Holding-sp Adr | 0% | — | Unchanged |
| 15 | MDLZ | Mondelez International Inc-a | 0% | — | Unchanged |
| 16 | UNP | Union Pacific CORP | 0% | -0.13% | Trim |
| 17 | WDAY | Workday Inc-class A | 0% | — | Unchanged |
| 18 | CSCO | Cisco Systems Inc | — | -3.74% | Trim |
| 19 | PAA | Plains All American Pipeline, L.P. | 0% | -4.39% | Trim |
| 20 | AM | Antero Midstream Corporation | 0% | +80.93% | Add |
| 21 | CVX | Chevron CORP | -0.1% | — | Unchanged |
| 22 | MO | Altria Group Inc | -0.1% | -1.75% | Trim |
| 23 | AAPL | Apple Inc | -0.2% | -9.11% | Trim |
| 24 | KO | Coca-cola Co/the | -0.2% | -27.69% | Trim |
| 25 | CMCSA | Comcast Corp-class A | -0.2% | -39.87% | Trim |
| 26 | MMM | 3m Co | -0.2% | -1.58% | Trim |
| 27 | VGT | Vanguard Info Tech ETF | -0.2% | -6.37% | Trim |
| 28 | EPD | Enterprise Products Partners | -0.3% | -7.91% | Trim |
| 29 | AMZN | Amazon.com Inc | -0.4% | -27.04% | Trim |
| 30 | WMB | Williams Cos Inc | -0.5% | -17.64% | Trim |
| 31 | BMY | Bristol-myers Squibb Co | -0.5% | -0.45% | Trim |
| 32 | ET | Energy Transfer LP | -0.6% | -7.84% | Trim |
| 33 | PFE | Pfizer Inc | -0.6% | -2.69% | Trim |
| 34 | MPLX | Mplx LP | -0.9% | -24.59% | Trim |
| 35 | TRGP | Targa Resources CORP | -1% | -30.49% | Trim |
| 36 | VIG | Vanguard Dividend Apprec ETF | -1.9% | -17.51% | Trim |
| 37 | LYFT | Lyft Inc-a | — | NEW | New buy |
| 38 | BPLUSD | Buckeye Partners LP | — | NEW | New buy |
| 39 | WES | Western Midstream Partners, LP | — | EXIT | Sold out |
| 40 | SHLXUSD | Shell Midstream Partners LP | — | NEW | New buy |
| 41 | VGSH | Vanguard Short-term Treasury | — | NEW | New buy |
| 42 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 43 | BSV | Vanguard Short-term Bond ETF | — | NEW | New buy |
| 44 | ✓ | — | EXIT | Sold out | |
| 45 | COST | Costco Wholesale CORP | — | EXIT | Sold out |
| 46 | SNPS | Synopsys Inc | — | NEW | New buy |
| 47 | PG | Procter & Gamble Co/the | — | EXIT | Sold out |
| 48 | ORCL | Oracle CORP | — | NEW | New buy |
| 49 | ✓ | Alphabet Inc Cl C | — | EXIT | Sold out |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
Filing History
FAQ
What is Cypress Wealth Advisors LLC and what type of investor is it?
Cypress Wealth Advisors LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2019-03-31), the firm manages a tracked equity portfolio valued at approximately $87.4M, spread across 81 disclosed positions.
What are Cypress Wealth Advisors LLC's largest equity positions?
Based on the latest 13F filing, Cypress Wealth Advisors LLC's top holdings by market value are:
1. Vanguard Dividend Apprec ETF (VIG) — $5.5M (6.3%)
2. Energy Transfer LP (ET) — $4.4M (5.0%)
3. Meta Platforms Inc-class A (META) — $4.2M (4.8%)
4. Williams Cos Inc (WMB) — $3.4M (3.8%)
5. Vanguard Info Tech ETF (VGT) — $3.0M (3.4%)
What changes did Cypress Wealth Advisors LLC make in its most recent portfolio filing?
In the latest reported quarter, Cypress Wealth Advisors LLC made 45 notable position adjustments: 8 new positions were initiated, 10 existing holdings were added to, 21 positions were partially reduced, and 6 were completely exited. The largest of these moves: New buy: Lyft Inc-a (LYFT); New buy: Buckeye Partners LP (BPLUSD); Sold out: Western Midstream Partners, LP (WES); New buy: Shell Midstream Partners LP (SHLXUSD); New buy: Vanguard Short-term Treasury (VGSH)
What sectors does Cypress Wealth Advisors LLC focus on?
Cypress Wealth Advisors LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Health Care: 24.5%
• Information Technology: 23.9%
• Communication Services: 20.2%
• Consumer Staples: 13.5%
• Energy: 7.1%
• Consumer Discretionary: 4.5%
Investment Profile
Cypress Wealth Advisors LLC's portfolio is broadly diversified and moderately active.
It has added to its ET position over the past two quarters (+$1.0M, now $4.4M), while trimming TRGP over the same stretch (-$1.5M, still holding $1.7M).
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