0001461564-18-000001.txt : 20180215 0001461564-18-000001.hdr.sgml : 20180215 20180214181842 ACCESSION NUMBER: 0001461564-18-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180215 DATE AS OF CHANGE: 20180214 EFFECTIVENESS DATE: 20180215 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: 18615068 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 12-31-2017 12-31-2017 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 02-14-2018 3 85 104312 false 1 0001364615 028-11964 Aperio Group, LLC 2 0001276460 028-10607 CHICKASAW CAPITAL MANAGEMENT LLC 3 0001598186 028-15706 Checchi Capital Advisers, LLC
INFORMATION TABLE 2 12.31.17CypressForm13F.xml BERKSHIRE HATHAWAY INC DEL CL A 084670108 298 100 SH SOLE 100 0 0 3M CO COM 88579Y101 1585 6734 SH DFND 1,3 3000 3734 0 ABBOTT LABS COM 002824100 292 5113 SH DFND 1,3 4033 1080 0 ALPS ETF TR ALERIAN MLP 00162Q866 324 30010 SH DFND 1 19892 10118 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 262 1517 SH DFND 1 1290 227 0 GOOGLE INC COM 38259P508 600 570 SH DFND 1,3 227 343 0 GOOGLE INC COM 38259P706 410 392 SH DFND 1 184 208 0 ALTRIA GROUP INC COM 02209S103 2683 37568 SH DFND 1 35803 1765 0 AMAZON COM INC COM 023135106 759 649 SH DFND 1,3 452 197 0 AMGEN INC COM 031162100 227 1308 SH DFND 1 1145 163 0 APPLE INC COM 037833100 1541 9106 SH DFND 1,3 6080 3026 0 BAIDU INC COM 056752108 1094 4672 SH DFND 1 4525 147 0 BANCO SANTANDER SA ADR 05964H105 99 15134 SH DFND 1 1157 13977 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 214 1081 SH DFND 1 414 667 0 BRISTOL MYERS SQUIBB CO COM 110122108 1834 29922 SH DFND 1 29368 554 0 CHEVRON CORP NEW COM 166764100 1284 10258 SH DFND 1 9430 828 0 CISCO SYS INC COM 17275R102 544 14198 SH DFND 1 12998 1200 0 COCA COLA CO COM 191216100 378 8234 SH DFND 1,3 5356 2878 0 COMCAST CORP NEW COM 20030N101 450 11240 SH DFND 1 8668 2572 0 COSTCO WHSL CORP NEW COM 22160K105 301 1618 SH DFND 1 1068 550 0 DISNEY WALT CO COM 254687106 716 6660 SH DFND 1 6174 486 0 DOWDUPONT INC COM 26078J100 377 5290 SH DFND 1 4702 588 0 ENTERPRISE PRODS PARTNERS L COM 293792107 3902 147200 SH DFND 2 4000 143200 0 EXXON MOBIL CORP COM 30231G102 843 10077 SH DFND 1,3 8355 1722 0 FACEBOOK INC COM 30303M102 4535 25698 SH DFND 1 24421 1277 0 GENERAL ELECTRIC CO COM 369604103 547 31340 SH DFND 1 27870 3470 0 HEWLETT PACKARD CO COM 428236103 255 12124 SH DFND 1,3 9666 2458 0 HEWLETT PACKARD ENTERPRISE C COM 42824C109 155 10773 SH DFND 1 9665 1108 0 IDACORP INC COM 451107106 203 2226 SH DFND 1 2000 226 0 INTEL CORP COM 458140100 843 18269 SH DFND 1,3 14173 4096 0 INTERNATIONAL BUSINESS MACHS COM 459200101 628 4093 SH SOLE 4093 0 0 ISHARES TR CORE MSCI EAFE 46432F842 200 3031 SH SOLE 3031 0 0 ISHARES INC CORE MSCI EMKT 46434G103 718 12624 SH SOLE 12624 0 0 ISHARES TR USA MIN VOL ETF 46429B697 345 6539 SH SOLE 6539 0 0 ISHARES TR 1-3 YR CR BD ETF 464288646 1331 12728 SH SOLE 12728 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 297 6302 SH SOLE 6302 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 248 1624 SH SOLE 1624 0 0 ISHARES TR CORE S&P500 ETF 464287200 365 1358 SH SOLE 1358 0 0 JOHNSON & JOHNSON COM 478160104 1926 13784 SH DFND 1,3 6164 7620 0 KIMBERLY CLARK CORP COM 494368103 478 3960 SH DFND 1 3706 254 0 KRAFT HEINZ CO COM 500754106 553 7112 SH DFND 1 7092 20 0 MERCK & CO INC NEW COM 58933Y105 685 12174 SH DFND 1 11438 736 0 MICROSOFT CORP COM 594918104 1516 17722 SH DFND 1,3 10474 7248 0 MONDELEZ INTL INC COM 609207105 663 15495 SH DFND 1 15372 123 0 PALO ALTO NETWORKS INC COM 697435105 358 2470 SH DFND 1 2286 184 0 PEPSICO INC COM 713448108 563 4694 SH DFND 1,3 3303 1391 0 PFIZER INC COM 717081103 2017 55701 SH DFND 1,3 30953 24748 0 PHILIP MORRIS INTL INC COM 718172109 3485 32982 SH DFND 1,3 32065 917 0 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 1402 67932 SH DFND 2 107 67825 0 PNC FINL SVCS GROUP INC COM 693475105 209 1450 SH DFND 1 1420 30 0 PROCTER AND GAMBLE CO COM 742718109 206 2241 SH DFND 1,3 1073 1168 0 PROSHARES TR COM 74347R248 1271 19044 SH SOLE 19044 0 0 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 697 14339 SH SOLE 14339 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 393 1471 SH SOLE 1471 0 0 UNION PAC CORP COM 907818108 1005 7494 SH DFND 1 46 7448 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 2895 17575 SH DFND 1 15900 1675 0 VANGUARD WHITEHALL FDS INC INTL DVD ETF 921946810 271 4095 SH SOLE 4095 0 0 VANGUARD INDEX FDS REIT ETF 922908553 1414 17035 SH SOLE 17035 0 0 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 8139 79769 SH DFND 1 77360 2409 0 VERIZON COMMUNICATIONS INC COM 92343V104 298 5633 SH DFND 1,3 3411 2222 0 WELLS FARGO & CO NEW COM 949746101 565 9305 SH DFND 1 8858 447 0 WORKDAY INC COM 98138H101 251 2471 SH SOLE 2471 0 0 UNITED MICROELECTRONICS CORP SPON ADR NEW 910873405 53 22357 SH DFND 1,3 0 22357 0 WILLIAMS COS INC DEL COM 969457100 2281 74825 SH DFND 2 0 74825 0 ANTERO MIDSTREAM PARTNERS LP UNT LTD PARTN 03673L103 1289 44400 SH DFND 2 0 44400 0 BP MIDSTREAM PARTNERS LP UNIT LTD PTNR 0556EL109 1006 48925 SH DFND 2 0 48925 0 BUCKEYE PARTNERS L P UNT LTD PARTN 118230101 1599 32275 SH DFND 2 0 32275 0 DOMINION MIDSTREAM PARTNERS COM UT REP LTD 257454108 1496 49125 SH DFND 2 0 49125 0 ENERGY TRANSFER EQUITY L P COM UT LTD PTN 29273V100 3791 219625 SH DFND 2 0 219625 0 ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 29278N103 1791 99925 SH DFND 2 0 99925 0 ENLINK MIDSTREAM LLC COM UNIT REP LTD 29336T100 3499 198825 SH DFND 2 0 198825 0 ENLINK MIDSTREAM PARTNERS LP COM UNIT REP LTD 29336U107 323 21000 SH DFND 2 0 21000 0 EQT GP HLDGS LP COM UNIT REP 26885J103 940 34950 SH DFND 2 0 34950 0 EQT MIDSTREAM PARTNERS LP UNIT LTD PARTN 26885B100 921 12600 SH DFND 2 0 12600 0 GENESIS ENERGY L P UNIT LTD PARTN 371927104 2247 100550 SH DFND 2 0 100550 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 1950 27495 SH DFND 2 0 27495 0 MPLX LP COM UNIT REP LTD 55336V100 949 26750 SH DFND 2 0 26750 0 PHILLIPS 66 PARTNERS LP COM UNIT REP INT 718549207 1455 27800 SH DFND 2 0 27800 0 PLAINS GP HLDGS L P SHS A REP LTPN 72651A108 1907 86875 SH DFND 2 0 86875 0 SEMGROUP CORP CL A 81663A105 2594 85900 SH DFND 2 0 85900 0 SHELL MIDSTREAM PARTNERS L P UNIT LTD INT 822634101 3036 101800 SH DFND 2 0 101800 0 TARGA RES CORP COM 87612G101 4058 83817 SH DFND 2 0 83817 0 VALERO ENERGY PARTNERS LP COM UNT REP LP 91914J102 712 16000 SH DFND 2 0 16000 0 WESTERN GAS EQUITY PARTNERS COMUNT LTD PT 95825R103 2110 56775 SH DFND 2 0 56775 0 WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 1358 28230 SH DFND 2 0 28230 0