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
Chief Compliance Officer
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
SH
DFND
0
0
3176
CISCO SYS INC
COM
17275R102
664
24173
SH
DFND
0
0
24173
ISHARES
1-3 YR CR BD ETF
464288646
8406
79808
SH
DFND
0
0
79808
PROSHARES TR
COM
74347R248
3385
68137
SH
DFND
0
0
68137
CHEVRON CORP NEW
COM
166764100
1721
17845
SH
DFND
0
0
17845
DU PONT E I DE NEMOURS & CO
COM
263534109
431
6735
SH
DFND
0
0
6735
DISNEY WALT CO
COM
254687106
1116
9773
SH
DFND
0
0
9773
EBAY INC
COM
278642103
231
3832
SH
DFND
0
0
3832
EGA EMERGING GLOBAL SHS TR
EGS EMKTCONS ETF
268461779
528
20269
SH
DFND
0
0
20269
ISHARES TR
MSCI EMG MKT ETF
464287234
4652
117414
SH
DFND
0
0
117414
ISHARES TR
EM MK MINVOL ETF
464286533
511
8851
SH
DFND
0
0
8851
ISHARES TR
MSCI EAFE ETF
464287465
4334
68261
SH
DFND
0
0
68261
ISHARES TR
EAFE MIN VOL ETF
46429B689
1008
15443
SH
DFND
0
0
15443
ISHARES TR
EM HGHYL BD ETF
464286285
708
14758
SH
DFND
0
0
14758
EOG RES INC
COM
26875P101
650
7430
SH
DFND
0
0
7430
FACEBOOK INC
COM
30303M102
5241
61107
SH
DFND
0
0
61107
MARKET VECTORS ETF TR
GOLD MINER ETF
57060U100
178
10000
SH
DFND
0
0
10000
GENERAL ELECTRIC CO
COM
369604103
943
35499
SH
DFND
0
0
35499
GOOGLE INC
COM
38259P706
445
855
SH
DFND
0
0
855
GOOGLE INC
COM
38259P508
463
858
SH
DFND
0
0
858
INDEXIQ ETF TR
IQ GLB RES ETF
45409B883
992
38798
SH
DFND
0
0
38798
HEWLETT PACKARD CO
COM
428236103
461
15370
SH
DFND
0
0
15370
ISHARES GOLD TRUST
ISHARES
464285105
837
73826
SH
DFND
0
0
73826
INTERNATIONAL BUSINESS MACHS
COM
459200101
821
5047
SH
DFND
0
0
5047
ISHARES TR
CORE MSCI EAFE
46432F842
1603
27492
SH
DFND
0
0
27492
ISHARES TR
CORE MSCI EMKT
46434G103
2585
53806
SH
DFND
0
0
53806
ISHARES TR
CORE S&P SCP ETF
464287804
572
4856
SH
DFND
0
0
4856
INTEL CORP
COM
458140100
646
21236
SH
DFND
0
0
21236
ISHARES TR
CORE S&P500 ETF
464287200
4022
19409
SH
DFND
0
0
19409
ISHARES TR
RUS 1000 VAL ETF
464287598
304
2945
SH
DFND
0
0
2945
ISHARES TR
RUS 1000 GRW ETF
464287614
558
5631
SH
DFND
0
0
5631
ISHARES TR
RUSSELL 2000 ETF
464287655
2207
17679
SH
DFND
0
0
17679
JOHNSON & JOHNSON
COM
478160104
1544
15841
SH
DFND
0
0
15841
JPMORGAN CHASE & CO
COM
46625H100
334
4933
SH
DFND
0
0
4933
KIMBERLY CLARK CORP
COM
494368103
456
4300
SH
DFND
0
0
4300
COCA COLA CO
COM
191216100
218
5562
SH
DFND
0
0
5562
KRAFT FOODS GROUP INC
COM
50076Q106
608
7136
SH
DFND
0
0
7136
LINKEDIN CORP
COM
53578A108
582
2817
SH
DFND
0
0
2817
ISHARES
MBS ETF
464288588
693
6382
SH
DFND
0
0
6382
MONDELEZ INTL INC
COM
609207105
633
15385
SH
DFND
0
0
15385
ALTRIA GROUP INC
COM
02209S103
1914
39142
SH
DFND
0
0
39142
MERCK & CO INC NEW
COM
58933Y105
737
12953
SH
DFND
0
0
12953
MICROSOFT CORP
COM
594918104
1393
31550
SH
DFND
0
0
31550
ORACLE CORP
COM
68389X105
1417
35164
SH
DFND
0
0
35164
PALO ALTO NETWORKS INC
COM
697435105
531
3041
SH
DFND
0
0
3041
PEPSICO INC
COM
713448108
1328
14231
SH
DFND
0
0
14231
PFIZER INC
COM
717081103
1199
35745
SH
DFND
0
0
35745
PROCTER & GAMBLE CO
COM
742718109
352
4501
SH
DFND
0
0
4501
PHILIP MORRIS INTL INC
COM
718172109
2789
34792
SH
DFND
0
0
34792
PPG INDS INC
COM
693506107
216
1884
SH
DFND
0
0
1884
POWERSHARES QQQ TRUST
UNIT SER 1
73935A104
510
4765
SH
DFND
0
0
4765
ISHARES TR
GLOBAL REIT ETF
46434V647
818
33487
SH
DFND
0
0
33487
SPDR INDEX SHS FDS
DJ INTL RL ETF
78463X863
283
6749
SH
DFND
0
0
6749
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
107
2799
SH
DFND
0
0
2799
SCHWAB CHARLES CORP NEW
COM
808513105
546
16721
SH
DFND
0
0
16721
ISHARES
EAFE SML CP ETF
464288273
315
6165
SH
DFND
0
0
6165
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
270
3541
SH
DFND
0
0
3541
ISHARES TR
0-5YR HI YL CP
46434V407
695
14285
SH
DFND
0
0
14285
SCHLUMBERGER LTD
COM
806857108
664
7699
SH
DFND
0
0
7699
SPDR S&P 500 ETF TR
TR UNIT
78462F103
2817
13687
SH
DFND
0
0
13687
TARGET CORP
COM
87612E106
203
2491
SH
DFND
0
0
2491
SSGA ACTIVE ETF TR
SPDR TR TACTIC
78467V848
2724
54998
SH
DFND
0
0
54998
UNITEDHEALTH GROUP INC
COM
91324P102
879
7202
SH
DFND
0
0
7202
ISHARES TR
USA MIN VOL ETF
46429B697
3603
89364
SH
DFND
0
0
89364
VANGUARD WORLD FDS
MATERIALS ETF
92204A801
220
2046
SH
DFND
0
0
2046
VANGUARD INTL EQUITY INDEX FDS
ALLWRLD EX US
922042775
2349
48383
SH
DFND
0
0
48383
VANGUARD WORLD FDS
INF TECH ETF
92204A702
2257
21248
SH
DFND
0
0
21248
VANGUARD SPECIALIZED PORTFOL
DIV APP ETF
921908844
18231
232002
SH
DFND
0
0
232002
VANGUARD INDEX FDS
REIT ETF
922908553
581
7778
SH
DFND
0
0
7778
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
1362
12724
SH
DFND
0
0
12724
VANGUARD INTL EQUITY INDEX FDS
FTSE EMR MKT ETF
922042858
238
5828
SH
DFND
0
0
5828
VERIZON COMMUNICATIONS INC
COM
92343V104
413
8860
SH
DFND
0
0
8860
WORKDAY INC
COM
98138H101
259
3388
SH
DFND
0
0
3388
WELLS FARGO & CO NEW
COM
949746101
419
7458
SH
DFND
0
0
7458
EXXON MOBIL CORP
COM
30231G102
1291
15511
SH
DFND
0
0
15511
GAP INC DEL
COM
364760108
6703
175617
SH
DFND
0
0
175617