Cypress Wealth Services, LLC Portfolio Holdings
Cypress Wealth Services, LLC
- $468 Million
- Q1 2025
Cypress Wealth Services, LLC has filed its 13F form on April 10, 2025 for Q1 2025 where it was disclosed a total value porftolio of $468 Million distributed in 284 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $30.6M, Apple Inc. with a value of $29.5M, Ishares Msci Usa Quality Facto with a value of $21.4M, Spdr Portfolio S&P 500 ETF (Ma with a value of $19.9M, and Blackrock ETF Tr U S Equity Fa with a value of $16.8M.
Examining the 13F form we can see an decrease of $6.43M in the current position value, from $474M to 468M.
Below you can find more details about Cypress Wealth Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$468 Million
ETFs: $334 Million
Technology: $46.2 Million
Financial Services: $21.6 Million
Consumer Cyclical: $15.1 Million
Communication Services: $13 Million
Healthcare: $9.56 Million
Consumer Defensive: $8.38 Million
Energy: $5.55 Million
Other: $12.1 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 284
- Current Value $468 Million
- Prior Value $474 Million
- Filing
- Period Q1 2025
- Filing Date April 10, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 16 stocks
- Additional Purchases 115 stocks
- Sold out of 0 stocks
- Reduced holdings in 105 stocks