Cypress Wealth Advisors LLC [Rocket]

Holdings

Cypress Wealth Advisors LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
VANGUARD SPECIALIZED FUNDS	VIG	Common	49,837	-10,582	5,464,000	-454,000	6.25		Hist	03/31/2019
TRI Resources Inc.	TRGP	COM	41,425	-18,167	1,721,000	-426,000	1.97		Hist	03/31/2019
MPLX LP	MPLX	COM	51,200	-16,700	1,684,000	-373,000	1.93	0.01	Hist	03/31/2019
BRISTOL MYERS SQUIBB CO	BMY	Common	29,456	-134	1,405,000	-133,000	1.61	0.00	Hist	03/31/2019
AMAZON COM INC	AMZN	Common	475	-176	846,000	-132,000	0.97	0.00	Hist	03/31/2019
PFIZER INC	PFE	Common	49,339	-1,364	2,095,000	-118,000	2.40	0.00	Hist	03/31/2019
COMCAST CORP	CMCSA	Common	5,246	-3,478	210,000	-87,000	0.24	0.00	Hist	03/31/2019
COCA COLA CO	KO	Common	4,470	-1,712	209,000	-84,000	0.24	0.00	Hist	03/31/2019
GOOGLE INC.	GOOG	CL A	372	-116	438,000	-72,000	0.50		Hist	03/31/2019
Equitrans Midstream Corp	ETRN	COM	13,075	-4,350	285,000	-64,000	0.33	0.01	Hist	03/31/2019
PEPSICO INC	PEP	Common	2,087	-722	256,000	-54,000	0.29	0.00	Hist	03/31/2019
JOHNSON & JOHNSON	JNJ	Common	10,041	-1,245	1,404,000	-52,000	1.61	0.00	Hist	03/31/2019
EXXON MOBIL CORP	XOM	Common	7,777	-2,021	628,000	-40,000	0.72	0.00	Hist	03/31/2019
Magellan Midstream Partners, L.P.	MMP	Common	23,925	-2,165	1,451,000	-38,000	1.66	0.01	Hist	03/31/2019
HP INC	HPQ	Common	10,352	-944	201,000	-30,000	0.23	0.00	Hist	03/31/2019
VERIZON COMMUNICATIONS INC	VZ	Common	3,667	-621	217,000	-24,000	0.25	0.00	Hist	03/31/2019
WELLS FARGO & COMPANY/MN	WFC	Common	9,011	-918	435,000	-23,000	0.50	0.00	Hist	03/31/2019
BlackRock Funds III	CSJ	Common	8,022	-538	424,000	-18,000	0.49		Hist	03/31/2019
SEMX CORP	SEMX	COM	76,150	-5,600	1,122,000	-5,000	1.28		Hist	03/31/2019
UNITED MICROELECTRONICS CORP	UMC	ADR	10,043	-2,287	19,000	-3,000	0.02		Hist	03/31/2019
NOMURA HOLDINGS INC	NMR	SPONSORED ADR	11,869	-200	43,000	-2,000	0.05		Hist	03/31/2019
Walt Disney Co	DIS	Common	6,125	-18	680,000	6,000	0.78	0.00	Hist	03/31/2019
Baidu, Inc.	BIDU	SPON ADR REP A	4,594	-117	757,000	10,000	0.87	0.01	Hist	03/31/2019
MICROSOFT CORP	MSFT	Common	12,793	-1,960	1,509,000	11,000	1.73	0.00	Hist	03/31/2019
Hewlett Packard Enterprise Co	HPE	COM	10,197	-555	157,000	15,000	0.18	0.00	Hist	03/31/2019
ABBOTT LABORATORIES	ABT	Common	4,086	-219	327,000	16,000	0.37	0.00	Hist	03/31/2019
INTEL CORP	INTC	Common	14,549	-1,182	781,000	43,000	0.89	0.00	Hist	03/31/2019
ProShares Trust II	CSM	Common	11,426	-770	782,000	43,000	0.89	0.02	Hist	03/31/2019
PHILLIPS 66 PARTNERS LP	PSXP	Common	20,700	-3,800	1,084,000	52,000	1.24	0.02	Hist	03/31/2019
INTERNATIONAL BUSINESS MACHINES CORP	IBM	Common	3,851	-264	543,000	75,000	0.62	0.00	Hist	03/31/2019
3M CO	MMM	Common	6,541	-105	1,359,000	93,000	1.56	0.00	Hist	03/31/2019
Apple Inc.	AAPL	Common	7,450	-747	1,415,000	122,000	1.62	0.00	Hist	03/31/2019
CISCO SYSTEMS, INC.	CSCO	Common	13,667	-531	738,000	123,000	0.84	0.00	Hist	03/31/2019
ONEOK INC /NEW/	OKE	Common	8,689	-100	607,000	133,000	0.69	0.00	Hist	03/31/2019
UNION PACIFIC CORP	UNP	Common	7,019	-9	1,174,000	203,000	1.34	0.00	Hist	03/31/2019
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