Cypress Wealth Services, LLC Portfolio Holdings
Cypress Wealth Services, LLC
- $652 Million
- Q4 2025
Cypress Wealth Services, LLC has filed its 13F form on January 14, 2026 for Q4 2025 where it was disclosed a total value porftolio of $652 Million distributed in 389 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $44.9M, Spdr Portfolio S&P 500 ETF (Ma with a value of $29M, Ishares Core S&P 500 ETF with a value of $28.4M, Blackrock ETF Tr U S Equity Fa with a value of $25.1M, and Ishares S&P 500 Value ETF with a value of $18.8M.
Examining the 13F form we can see an increase of $97M in the current position value, from $555M to 652M.
Below you can find more details about Cypress Wealth Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$652 Million
ETFs: $416 Million
Technology: $89.2 Million
Financial Services: $35.5 Million
Communication Services: $25.8 Million
Consumer Cyclical: $25 Million
Healthcare: $16.4 Million
Consumer Defensive: $13 Million
Industrials: $11.4 Million
Other: $17.5 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 389
- Current Value $652 Million
- Prior Value $555 Million
- Filing
- Period Q4 2025
- Filing Date January 14, 2026
- Form Type 13F-HR
- Activity in Q4 2025
- New Purchases 57 stocks
- Additional Purchases 181 stocks
- Sold out of 0 stocks
- Reduced holdings in 90 stocks