0001461564-15-000003.txt : 20150817 0001461564-15-000003.hdr.sgml : 20150817 20150817155010 ACCESSION NUMBER: 0001461564-15-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150817 DATE AS OF CHANGE: 20150817 EFFECTIVENESS DATE: 20150817 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: 151058975 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 06-30-2015 06-30-2015 Cypress Wealth Advisors LLC

101 CALIFORNIA STREET SUITE 1025 SAN FRANCISCO CA 94111

13F HOLDINGS REPORT 028-16991 N James Longinotti 4154892085 James Longinotti San Francisco CA 08-17-2015 2 87 126472 false 1 0001276460 028-10607 CHICKASAW CAPITAL MANAGEMENT LLC 2 0001364615 028-11964 Aperio Group, LLC INFORMATION TABLE 2 13FHR.xml 6.30.15 - 13F-HR - CYPRESS WEALTH ADVISORS, LLC APPLE INC COM 037833100 2900 23125 SH DFND 0 0 23125 AUTODESK INC COM 052769106 200 4000 SH DFND 0 0 4000 AMGEN INC COM 031162100 228 1484 SH DFND 0 0 1484 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 563 14222 SH DFND 0 0 14222 ALPS ETF TR ALERIAN MLP 00162Q866 478 30693 SH DFND 0 0 30693 AMERICAN EXPRESS CO COM 025816109 398 5117 SH DFND 0 0 5117 BAIDU INC COM 056752108 768 3858 SH DFND 0 0 3858 BRISTOL MYERS SQUIBB CO COM 110122108 1998 30021 SH DFND 0 0 30021 BERKSHIRE HATHAWAY INC DEL COM 084670108 615 300 SH DFND 0 0 300 BERKSHIRE HATHAWAY INC DEL COM 084670702 675 4959 SH DFND 0 0 4959 COMCAST CORP NEW COM 20030N101 296 4918 SH DFND 0 0 4918 COSTCO WHSL CORP NEW COM 22160K105 429 3176 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