Cypress Wealth Advisors LLC
data from 31/03/2019
Capitalization
$ 87.394 M
20.07 %
Performance
$ 38.988 M
26.73 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2019/03/31 | VIG | VANGUARD SPECIALIZED PORTFOL | 6.25% | 5.464 M $ | 49837 | 2015/06/30 | 758.862 K $ | 12.82 % |
| 2019/03/31 | ET | ENERGY TRANSFER LP | 4.98% | 4.354 M $ | 283225 | 2015/06/30 | 734.468 K $ | 18.09 % |
| 2019/03/31 | META | FACEBOOK INC | 4.78% | 4.177 M $ | 25056 | 2015/06/30 | 949.652 K $ | 28.69 % |
| 2019/03/31 | WMB | WILLIAMS COS INC DEL | 3.84% | 3.358 M $ | 116918 | 2015/06/30 | 1.025 M $ | 32.75 % |
| 2019/03/31 | VGT | VANGUARD WORLD FDS | 3.41% | 2.977 M $ | 14836 | 2015/06/30 | 580.122 K $ | 21.94 % |
| 2019/03/31 | EPD | ENTERPRISE PRODS PARTNERS L | 3.37% | 2.946 M $ | 101250 | 2015/06/30 | 523.362 K $ | 19.36 % |
| 2019/03/31 | PM | PHILIP MORRIS INTL INC | 3.23% | 2.827 M $ | 31980 | 2015/06/30 | 699.887 K $ | 32.12 % |
| 2019/03/31 | ENLC | ENLINK MIDSTREAM LLC | 3.22% | 2.812 M $ | 220000 | 2015/06/30 | 366.450 K $ | 36.79 % |
| 2019/03/31 | WESTERN GAS PARTNERS LP | 2.85% | 2.492 M $ | 79475 | 2017/12/31 | -137.721 K $ | -25.79 % | |
| 2019/03/31 | LYFT | LYFT INC | 2.80% | 2.443 M $ | 31200 | 2019/03/31 | 0.000 $ | 0.00 % |
| 2019/03/31 | PFE | PFIZER INC | 2.40% | 2.095 M $ | 49339 | 2015/06/30 | -41.149 K $ | -1.86 % |
| 2019/03/31 | GEL | GENESIS ENERGY L P | 2.38% | 2.081 M $ | 89300 | 2015/06/30 | 312.276 K $ | 26.58 % |
| 2019/03/31 | MO | ALTRIA GROUP INC | 2.35% | 2.052 M $ | 35725 | 2015/06/30 | 303.259 K $ | 16.89 % |
| 2019/03/31 | PLAINS GP HLDGS L P | 2.05% | 1.791 M $ | 71875 | 2017/12/31 | 362.343 K $ | 23.98 % | |
| 2019/03/31 | BPL | BUCKEYE PARTNERS L P | 1.99% | 1.741 M $ | 51175 | 2017/12/31 | 0.000 $ | 0.00 % |
| 2019/03/31 | PAA | PLAINS ALL AMERN PIPELINE L | 1.99% | 1.735 M $ | 70800 | 2017/12/31 | 259.329 K $ | 23.26 % |
| 2019/03/31 | TRGP | TARGA RES CORP | 1.97% | 1.721 M $ | 41425 | 2015/06/30 | 379.005 K $ | 17.65 % |
| 2019/03/31 | MPLX | MPLX LP | 1.93% | 1.684 M $ | 51200 | 2017/12/31 | 198.946 K $ | 9.67 % |
| 2019/03/31 | AMLP | ALPS ETF TR | 1.78% | 1.558 M $ | 155352 | 2017/12/31 | 205.831 K $ | 16.27 % |
| 2019/03/31 | MSFT | MICROSOFT CORP | 1.73% | 1.509 M $ | 12793 | 2015/06/30 | 257.439 K $ | 17.19 % |
| 2019/03/31 | MMP | MAGELLAN MIDSTREAM PRTNRS LP | 1.66% | 1.451 M $ | 23925 | 2017/12/31 | 104.620 K $ | 7.03 % |
| 2019/03/31 | AAPL | APPLE INC | 1.62% | 1.415 M $ | 7450 | 2015/06/30 | 274.435 K $ | 21.22 % |
| 2019/03/31 | BMY | BRISTOL MYERS SQUIBB CO | 1.61% | 1.405 M $ | 29456 | 2015/06/30 | -144.695 K $ | -9.41 % |
| 2019/03/31 | JNJ | JOHNSON & JOHNSON | 1.61% | 1.404 M $ | 10041 | 2015/06/30 | 112.069 K $ | 7.70 % |
| 2019/03/31 | MMM | 3M CO | 1.56% | 1.359 M $ | 6541 | 2015/06/30 | 118.896 K $ | 9.39 % |
| 2019/03/31 | ARE | ALEXANDRIA REAL ESTATE EQ IN | 1.43% | 1.249 M $ | 8762 | 2018/03/31 | 203.956 K $ | 22.81 % |
| 2019/03/31 | ANTERO MIDSTREAM PARTNERS LP | 1.43% | 1.247 M $ | 90511 | 2017/12/31 | -380.690 K $ | -35.58 % | |
| 2019/03/31 | CVX | CHEVRON CORP NEW | 1.41% | 1.228 M $ | 9972 | 2015/06/30 | 161.047 K $ | 14.84 % |
| 2019/03/31 | UNP | UNION PAC CORP | 1.34% | 1.174 M $ | 7019 | 2016/09/30 | 229.745 K $ | 23.66 % |
| 2019/03/31 | SEMG | SEMGROUP CORP | 1.28% | 1.122 M $ | 76150 | 2017/12/31 | 82.567 K $ | 7.33 % |
| 2019/03/31 | PSXP | PHILLIPS 66 PARTNERS LP | 1.24% | 1.084 M $ | 20700 | 2017/12/31 | 272.195 K $ | 26.38 % |
| 2019/03/31 | KMI | KINDER MORGAN INC DEL | 1.22% | 1.069 M $ | 53438 | 2018/12/31 | 107.357 K $ | 30.33 % |
| 2019/03/31 | SHLX | SHELL MIDSTREAM PARTNERS L P | 1.12% | 981.000 K $ | 47950 | 2015/06/30 | 0.000 $ | 0.00 % |
| 2019/03/31 | MRK | MERCK & CO INC NEW | 1.07% | 937.000 K $ | 11265 | 2015/06/30 | 77.563 K $ | 9.01 % |
| 2019/03/31 | AMZN | AMAZON COM INC | 0.97% | 846.000 K $ | 475 | 2015/09/30 | 203.242 K $ | 20.78 % |
| 2019/03/31 | CSM | PROSHARES TR | 0.89% | 782.000 K $ | 11426 | 2015/06/30 | 107.324 K $ | 14.52 % |
| 2019/03/31 | INTC | INTEL CORP | 0.89% | 781.000 K $ | 14549 | 2015/06/30 | 119.240 K $ | 16.16 % |
| 2019/03/31 | BIDU | BAIDU INC | 0.87% | 757.000 K $ | 4594 | 2015/06/30 | 55.589 K $ | 7.44 % |
| 2019/03/31 | MDLZ | MONDELEZ INTL INC | 0.85% | 742.000 K $ | 14859 | 2015/06/30 | 143.537 K $ | 24.12 % |
| 2019/03/31 | CSCO | CISCO SYS INC | 0.84% | 738.000 K $ | 13667 | 2015/06/30 | 165.406 K $ | 26.90 % |
| 2019/03/31 | DIS | DISNEY WALT CO | 0.78% | 680.000 K $ | 6125 | 2015/06/30 | 17.568 K $ | 2.61 % |
| 2019/03/31 | DVY | ISHARES TR | 0.75% | 657.000 K $ | 6695 | 2018/09/30 | 66.749 K $ | 11.16 % |
| 2019/03/31 | BPMP | BP MIDSTREAM PARTNERS LP | 0.74% | 647.000 K $ | 44725 | 2017/12/31 | -22.289 K $ | -7.26 % |
| 2019/03/31 | XOM | EXXON MOBIL CORP | 0.72% | 628.000 K $ | 7777 | 2015/06/30 | 132.664 K $ | 19.86 % |
| 2019/03/31 | OKE | ONEOK INC NEW | 0.69% | 607.000 K $ | 8689 | 2018/12/31 | 144.139 K $ | 30.41 % |
| 2019/03/31 | IEMG | ISHARES INC | 0.69% | 607.000 K $ | 11744 | 2015/06/30 | 62.947 K $ | 11.36 % |
| 2019/03/31 | PANW | PALO ALTO NETWORKS INC | 0.67% | 583.000 K $ | 2399 | 2015/06/30 | 127.242 K $ | 28.15 % |
| 2019/03/31 | VGSH | VANGUARD SCOTTSDALE FDS | 0.65% | 564.000 K $ | 9330 | 2019/03/31 | 0.000 $ | 0.00 % |
| 2019/03/31 | IBM | INTERNATIONAL BUSINESS MACHS | 0.62% | 543.000 K $ | 3851 | 2015/06/30 | 121.854 K $ | 26.04 % |
| 2019/03/31 | BND | VANGUARD BD INDEX FD INC | 0.58% | 508.000 K $ | 9100 | 2019/03/31 | 0.000 $ | 0.00 % |
| 2019/03/31 | BSV | VANGUARD BD INDEX FD INC | 0.58% | 506.000 K $ | 6350 | 2019/03/31 | 0.000 $ | 0.00 % |
| 2019/03/31 | WDAY | WORKDAY INC | 0.55% | 477.000 K $ | 2471 | 2015/06/30 | 81.715 K $ | 20.69 % |
| 2019/03/31 | KMB | KIMBERLY CLARK CORP | 0.53% | 461.000 K $ | 3722 | 2015/06/30 | 32.865 K $ | 7.75 % |
| 2019/03/31 | GOOGL | GOOGLE INC | 0.50% | 438.000 K $ | 372 | 2015/06/30 | 3.757 K $ | 0.74 % |
| 2019/03/31 | WFC | WELLS FARGO & CO NEW | 0.50% | 435.000 K $ | 9011 | 2015/06/30 | 27.106 K $ | 5.92 % |
| 2019/03/31 | IGSB | ISHARES TR | 0.49% | 424.000 K $ | 8022 | 2015/06/30 | 8.046 K $ | 1.82 % |
| 2019/03/31 | VNQ | VANGUARD INDEX FDS | 0.39% | 345.000 K $ | 3969 | 2015/06/30 | 48.779 K $ | 16.48 % |
| 2019/03/31 | BABA | ALIBABA GROUP HLDG LTD | 0.39% | 341.000 K $ | 1869 | 2017/06/30 | 81.899 K $ | 31.99 % |
| 2019/03/31 | ABT | ABBOTT LABS | 0.37% | 327.000 K $ | 4086 | 2016/09/30 | 31.555 K $ | 10.15 % |
| 2019/03/31 | GE | GENERAL ELECTRIC CO | 0.34% | 297.000 K $ | 29731 | 2015/06/30 | 47.522 K $ | 24.12 % |
| 2019/03/31 | JMST | JP MORGAN EXCHANGE TRADED FD | 0.34% | 296.000 K $ | 5890 | 2018/12/31 | 412.000 $ | 0.14 % |
| 2019/03/31 | ETRN | EQUITRANS MIDSTREAM CORPORAT | 0.33% | 285.000 K $ | 13075 | 2018/12/31 | 32.584 K $ | 9.34 % |
| 2019/03/31 | DOW | DOWDUPONT INC | 0.31% | 271.000 K $ | 5092 | 2017/09/30 | 17.434 K $ | 6.92 % |
| 2019/03/31 | PEP | PEPSICO INC | 0.29% | 256.000 K $ | 2087 | 2015/06/30 | 32.359 K $ | 10.44 % |
| 2019/03/31 | USMV | ISHARES TR | 0.28% | 248.000 K $ | 4224 | 2015/06/30 | 27.920 K $ | 12.63 % |
| 2019/03/31 | AMGN | AMGEN INC | 0.28% | 245.000 K $ | 1288 | 2015/06/30 | -3.735 K $ | -1.49 % |
| 2019/03/31 | KHC | KRAFT HEINZ CO | 0.28% | 242.000 K $ | 7415 | 2015/09/30 | -70.238 K $ | -24.47 % |
| 2019/03/31 | SNPS | SYNOPSYS INC | 0.26% | 230.000 K $ | 2000 | 2018/09/30 | 0.000 $ | 0.00 % |
| 2019/03/31 | IDA | IDACORP INC | 0.25% | 222.000 K $ | 2226 | 2017/12/31 | 14.558 K $ | 7.03 % |
| 2019/03/31 | VZ | VERIZON COMMUNICATIONS INC | 0.25% | 217.000 K $ | 3667 | 2015/06/30 | 12.306 K $ | 5.11 % |
| 2019/03/31 | ORCL | ORACLE CORP | 0.25% | 216.000 K $ | 4020 | 2018/09/30 | 0.000 $ | 0.00 % |
| 2019/03/31 | CMCSA | COMCAST CORP NEW | 0.24% | 210.000 K $ | 5246 | 2015/06/30 | 54.612 K $ | 18.39 % |
| 2019/03/31 | KO | COCA COLA CO | 0.24% | 209.000 K $ | 4470 | 2015/06/30 | -3.894 K $ | -1.33 % |
| 2019/03/31 | HPQ | HEWLETT PACKARD CO | 0.23% | 201.000 K $ | 10352 | 2015/06/30 | -4.631 K $ | -2.00 % |
| 2019/03/31 | HPE | HEWLETT PACKARD ENTERPRISE C | 0.18% | 157.000 K $ | 10197 | 2015/12/31 | 28.922 K $ | 20.37 % |
| 2019/03/31 | LYG | LLOYDS BANKING GROUP PLC | 0.08% | 68.000 K $ | 21147 | 2018/12/31 | 15.225 K $ | 28.20 % |
| 2019/03/31 | SAN | BANCO SANTANDER SA | 0.06% | 56.000 K $ | 12063 | 2015/12/31 | 3.902 K $ | 7.23 % |
| 2019/03/31 | NMR | NOMURA HLDGS INC | 0.05% | 43.000 K $ | 11869 | 2018/12/31 | -482.000 $ | -1.07 % |
| 2019/03/31 | AUOTY | AU OPTRONICS CORP | 0.05% | 40.000 K $ | 10883 | 2018/12/31 | -3.373 K $ | -7.85 % |
| 2019/03/31 | UMC | UNITED MICROELECTRONICS CORP | 0.02% | 19.000 K $ | 10043 | 2017/03/31 | 1.109 K $ | 5.04 % |
| 2019/03/31 | COST | COSTCO WHSL CORP NEW | 0.00% | 0.000 $ | 0 | 2015/06/30 | 0.000 $ | 0.00 % |
| 2019/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.00% | 0.000 $ | 0 | 2015/06/30 | 0.000 $ | 0.00 % |
| 2019/03/31 | WESTERN GAS EQUITY PARTNERS | 0.00% | 0.000 $ | 0 | 2015/06/30 | 0.000 $ | 0.00 % | |
| 2019/03/31 | GOOG | GOOGLE INC | 0.00% | 0.000 $ | 0 | 2015/06/30 | 0.000 $ | 0.00 % |
| 2019/03/31 | ENLK | ENLINK MIDSTREAM PARTNERS LP | 0.00% | 0.000 $ | 0 | 2017/12/31 | 0.000 $ | 0.00 % |
| 2019/03/31 | PG | PROCTER AND GAMBLE CO | 0.00% | 0.000 $ | 0 | 2018/12/31 | 0.000 $ | 0.00 % |