Legal Name: CYPRESS WEALTH SERVICES, LLC
報告期間:
Jun 30, 2019
有効日:
Jul 24, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
Apple Inc (037833100)
|
53,945 |
$10,677k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
31,744 |
$9,356k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
34,836 |
$6,505k |
|
|
Exxon Mobil Corp (30231G102)
|
67,571 |
$5,178k |
|
|
FIRST TR LRGE CP CORE ALPHA (33734K109)
|
84,419 |
$5,170k |
|
|
COCA-COLA CO (191216100)
|
99,149 |
$5,049k |
|
|
ISHARES TR IBOXX HI YD ETF (464288513)
|
50,124 |
$4,370k |
|
|
FRANKLIN RES INC (354613101)
|
121,140 |
$4,216k |
|
|
Chevron Corp (166764100)
|
30,084 |
$3,744k |
|
|
ALTRIA GROUP INC (02209S103)
|
77,435 |
$3,667k |
|
|
ENTERPRISE PRODS (293792107)
|
120,333 |
$3,474k |
|
|
INTEL CORP (458140100)
|
71,561 |
$3,426k |
|
|
ABBOTT LABS (002824100)
|
35,796 |
$3,010k |
|
|
ISHARES TR CORE MSCI EAFE (46432F842)
|
49,009 |
$3,009k |
|
|
GOLDMAN SACHS ETF TR (381430529)
|
27,834 |
$2,793k |
|
|
DISNEY WALT CO (254687106)
|
18,988 |
$2,651k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
12,193 |
$2,599k |
|
|
First Trust Small Cap Core Alp (33734Y109)
|
40,525 |
$2,491k |
|
|
Amazon.com Inc (023135106)
|
1,299 |
$2,460k |
|
|
ISHARES TR (46429B697)
|
37,215 |
$2,297k |
|
|
ABBVIE INC (00287Y109)
|
31,538 |
$2,293k |
|
|
Boeing Co/The (097023105)
|
5,830 |
$2,122k |
|
|
FIRST TR MID CAP CORE ALPHAD (33735B108)
|
29,038 |
$1,998k |
|
|
ADP (053015103)
|
11,032 |
$1,824k |
|
|
ISHARES TR CORE S&P TTL STK (464287150)
|
26,458 |
$1,763k |
|
|
BlackRock, Inc. (09247X101)
|
3,715 |
$1,744k |
|
|
ALPHABET INC (02079K305)
|
1,564 |
$1,693k |
|
|
COSTCO WHSL CORP (22160K105)
|
6,226 |
$1,645k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
8,423 |
$1,636k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V266)
|
13,538 |
$1,617k |
|
|
BECTON DICKINSON (075887109)
|
6,180 |
$1,557k |
|
|
AT&T INC (00206R102)
|
45,942 |
$1,540k |
|
|
ISHARES (464287242)
|
12,251 |
$1,524k |
|
|
INGERSOLL-RAND PLC (G47791101)
|
11,628 |
$1,473k |
|
|
ISHARES (464288638)
|
25,098 |
$1,429k |
|
|
FIRST TR LRG CP VL ALPHADEX (33735J101)
|
27,138 |
$1,415k |
|
|
Facebook Inc (30303M102)
|
6,999 |
$1,351k |
|
|
GOLDMAN SACHS ETF TR (381430503)
|
22,194 |
$1,304k |
|
|
AMGEN INC (031162100)
|
6,849 |
$1,262k |
|
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
13,975 |
$1,094k |
|
|
ISHARES TR (464288588)
|
10,064 |
$1,083k |
|
|
ISHARES (464287465)
|
14,519 |
$954k |
|
|
Alphabet Inc (02079K107)
|
883 |
$954k |
|
|
ISHARES TR (464288109)
|
8,650 |
$934k |
|
|
CHARTER COMMUNICATIO (16119P108)
|
2,277 |
$900k |
|
|
COPART INC (217204106)
|
11,100 |
$830k |
|
|
American Express Co. (025816109)
|
6,560 |
$810k |
|
|
ISHARES INC CORE MSCI EMKT (46434G103)
|
15,252 |
$785k |
|
|
FORD MOTOR CO (345370860)
|
72,731 |
$744k |
|
|
FEDEX CORP (31428X106)
|
4,380 |
$719k |
|
|
HONEYWELL INTL INC (438516106)
|
3,962 |
$692k |
|
|
CISCO SYSTEMS INC (17275R102)
|
12,291 |
$673k |
|
|
ILLINOIS TOOL WORKS (452308109)
|
4,160 |
$627k |
|
|
HOME DEPOT INC (437076102)
|
2,931 |
$610k |
|
|
ISHARES TR CORE HIGH DV ETF (46429B663)
|
6,335 |
$599k |
|
|
ISHARES (464287291)
|
3,243 |
$582k |
|
|
INTL BUSINESS MCHN (459200101)
|
4,098 |
$565k |
|
|
FIRST TR EXCHANGE TRADED FD (33739Q200)
|
10,700 |
$553k |
|
|
FIRST TR EXCNGE TRD ALPHADEX (33737M508)
|
15,200 |
$543k |
|
|
ISHARES TR (46434VAQ3)
|
19,935 |
$505k |
|
|
Bank of America Corp. (060505104)
|
16,930 |
$491k |
|
|
First Trust Dow Jones Sel Micr (33718M105)
|
10,798 |
$488k |
|
|
DOMINION ENERGY INC (25746U109)
|
6,062 |
$469k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E230)
|
13,530 |
$458k |
|
|
Bristol-Myers Squibb Co (110122108)
|
9,909 |
$449k |
|
|
ISHARES TR (46434VBA7)
|
17,044 |
$430k |
|
|
COMCAST CORP (20030N101)
|
9,970 |
$422k |
|
|
ENBRIDGE INC (29250N105)
|
11,521 |
$416k |
|
|
FIRST TR LRG CP GRWTH ALPHAD (33735K108)
|
5,804 |
$408k |
|
|
ISHARES (464288869)
|
4,362 |
$406k |
|
|
ALLEGION PLC (G0176J109)
|
3,574 |
$395k |
|
|
FIDELITY (316092808)
|
6,241 |
$389k |
|
|
ISHARES INC (464286525)
|
4,171 |
$384k |
|
|
ISHARES TR (46434VBK5)
|
15,392 |
$384k |
|
|
FRANCO NEVADA CORP (351858105)
|
4,470 |
$379k |
|
|
Highland Floating Rate Opportunities Fund (43010E404)
|
26,683 |
$369k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E552)
|
11,463 |
$368k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E511)
|
24,494 |
$358k |
|
|
3M CO (88579Y101)
|
2,009 |
$348k |
|
|
ISHARES TR (46434VAX8)
|
13,027 |
$331k |
|
|
BROADRIDGE FINL SOLN (11133T103)
|
2,516 |
$321k |
|
|
AMERICAN TOWER CORP NEW (03027X100)
|
1,536 |
$314k |
|
|
ISHARES TR (46434VBD1)
|
12,193 |
$312k |
|
|
FIRST TR SR FLOATING RATE 20 (33740K101)
|
35,000 |
$312k |
|
|
Deutsche X-Trackers Europe Hed (233051853)
|
10,582 |
$308k |
|
|
CHUBB LIMITED (H1467J104)
|
2,069 |
$305k |
|
|
ISHARES (464287556)
|
2,772 |
$302k |
|
|
DUKE ENERGY CORP (26441C204)
|
3,399 |
$300k |
|
|
BROOKFIELD INFR PRTR (G16252101)
|
6,967 |
$299k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
1,754 |
$297k |
|
|
INVESCO HIGH INCOME 2023 TAR (46135X108)
|
28,318 |
$296k |
|
|
DISCOVERY INC (25470F302)
|
10,171 |
$289k |
|
|
EATON VANCE FLTNG RATE 2022 (27831H100)
|
30,457 |
$283k |
|
|
First Trust S&P REIT Index Fd. (33734G108)
|
11,000 |
$274k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
27,635 |
$272k |
|
|
ISHARES TR (46434VAU4)
|
10,867 |
$270k |
|
|
FLOWERS FOODS INC (343498101)
|
11,423 |
$266k |
|
|
CITIGROUP INC (172967424)
|
3,660 |
$256k |
|
|
ISHARES FLT (46429B655)
|
4,920 |
$251k |
|
|
ACCENTURE PLC IRELAND (G1151C101)
|
1,357 |
$251k |
|
|
ECOLAB INC (278865100)
|
1,255 |
$248k |
|
|
GENERAL MILLS INC (370334104)
|
4,706 |
$247k |
|
|
ISHARES TR (464288653)
|
1,635 |
$234k |
|
|
CARDINAL HEALTH INC (14149Y108)
|
4,828 |
$227k |
|
|
FIRST MAJESTIC SILVER CORP COM (32076V103)
|
28,009 |
$222k |
|
|
ABERDEEN STD GOLD ETF TR (00326A104)
|
1,600 |
$218k |
|
|
HP INC (40434L105)
|
10,476 |
$218k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E719)
|
11,475 |
$217k |
|
|
ISHARES TR (46435G342)
|
5,120 |
$216k |
|
|
ISHARES (464287234)
|
5,024 |
$216k |
|
|
AEP (025537101)
|
2,449 |
$216k |
|
|
FIRST TR EXCH TRD ALPHA FD I (33737J174)
|
4,000 |
$216k |
|
|
BLACKROCK 2022 GBL INCM OPP (09258P104)
|
22,500 |
$213k |
|
|
HSBC HLDGS PLC (404280406)
|
5,037 |
$210k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E206)
|
7,798 |
$210k |
|
|
ALPS SECTOR DIVIDEND (00162Q858)
|
4,725 |
$206k |
|
|
AllianzGI Convertible & Income 2024 Target Term Fund (01883H102)
|
20,000 |
$185k |
|
|
BLACKROCK MUNIHLDNGS CALI QL (09254L107)
|
13,085 |
$179k |
|
|
BLACKROCK MUNIYIELD CALIF FD (09254M105)
|
11,281 |
$158k |
|
|
BT GROUP PLC SPON ADR (05577E101)
|
10,959 |
$140k |
|
|
FORTUNA SILVER MINES INC COM (349915108)
|
38,250 |
$109k |
|
|
ANNALY CAP MGMT INC (035710409)
|
11,879 |
$108k |
|
|
ALEXCO RESOURCES (01535P106)
|
28,700 |
$33k |
|
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