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Home > Institutional Investor > Cypress Wealth Advisors Llc > Profile

Instuitional Investor - Cypress Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Cypress Wealth Advisors Llc
Portfolio Value $87,394,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Specialized Portfol
 49,837 $5,464,000 6.25%
2.
Energy Transfer Lp
 ET 283,225 $4,354,000 4.98%
3.
Facebook Inc
 FB 25,056 $4,177,000 4.77%
4.
Williams Companies Inc
 WMB 116,918 $3,358,000 3.84%
5.
Vanguard World Fund
 14,836 $2,977,000 3.4%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)