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CIK: 0001721527
Total reported value
$814.9M
$814.9M
261 檔
13.1%
At the close of Q1 2024, Cypress Wealth Services, LLC disclosed equity holdings valued at approximately $814.9M, spread across 261 reported holdings.
During Q1 2024, Cypress Wealth Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 261 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.99% | +1.28% | -13.99% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.27% | -0.05% | -0.57% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.06% | +1.91% | -14.57% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.84% | -1.09% | -6.84% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.79% | +0.23% | — | |
| 6 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.18% | -0.06% | +15.63% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.16% | +0.11% | +30.56% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.12% | +0.39% | +1.36% | |
| 9 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 2.07% | +0.02% | -1.38% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.04% | -1.27% | -19.53% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.96% | +0.20% | +78.89% | |
| 12 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.86% | — | -27.73% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.65% | +0.10% | +11.11% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.62% | +0.10% | -13.67% | |
| 15 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.56% | -0.54% | — | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.47% | -0.03% | -1.11% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.46% | — | -1.31% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.36% | -0.08% | -4.79% | |
| 19 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.24% | +0.07% | -40.32% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 1.21% | — | -0.75% | |
| 21 | PFF | Ishares Preferred & Income S | ETF-Other | 1.16% | -0.07% | -1.94% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.10% | -0.17% | +13.57% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.09% | +0.09% | -1.51% | |
| 24 | MBB | Ishares Mbs ETF | ETF-Other | 1.02% | -0.05% | +4.44% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.90% | -0.09% | -8.95% | |
| 26 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.85% | -0.02% | -1.48% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.84% | +0.03% | +2.82% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.84% | -0.03% | +1.45% | |
| 29 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.83% | -0.06% | -1.73% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.78% | -0.08% | -1.52% | |
| 31 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.76% | +0.01% | -1.34% | |
| 32 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.68% | — | — | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.67% | -0.04% | -0.63% | |
| 34 | IVLU | Ishares Msci International V | ETF-Other | 0.67% | -0.06% | -0.65% | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.65% | -0.04% | +3.05% | |
| 36 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.64% | — | -11.69% | |
| 37 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.63% | -0.05% | -3.85% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.60% | +0.12% | -5.74% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.60% | -0.10% | +12.70% | |
| 40 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.59% | -0.02% | -0.70% | |
| 41 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.06% | +3.71% | |
| 42 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.55% | — | +0.33% | |
| 43 | IXC | Ishares Global Energy ETF | ETF-Other | 0.54% | — | +43.65% | |
| 44 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.54% | +0.01% | +61.45% | |
| 45 | MUB | Ishares National Muni Bond E | ETF-Other | 0.53% | -0.07% | -1.93% | |
| 46 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.52% | -0.04% | -44.58% | |
| 47 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.50% | -0.01% | +0.07% | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | +0.03% | +0.72% | |
| 49 | NJUL | Innovator Growth 100 Power B | ETF-Other | 0.48% | -0.01% | — | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | -0.06% | +2.15% |
According to official SEC Form 13F filings, Cypress Wealth Services, LLC reported a total U.S. public equity portfolio value of $814.9M across 261 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, SPYM) accounted for 13.1% of total reported equity market value during Q1 2024.
During Q1 2024, Cypress Wealth Services, LLC's top holdings by market value included IVV (8.0%)、AAPL (5.3%)、SPYM (5.1%). The largest single position, IVV, represented 8.0% of total portfolio value.
In Q1 2024, Cypress Wealth Services, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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