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CIK: 0001721527
Total reported value
$814.9M
$814.9M
282 檔
15.0%
In Q3 2024, Cypress Wealth Services, LLC's U.S. equity holdings reached a combined market value of $814.9M, distributed across 282 disclosed stock positions.
In Q3 2024, Cypress Wealth Services, LLC displayed an active expansion posture, initiating 15 new positions and adding to 17 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 282 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.23% | +1.28% | -3.92% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.43% | -0.05% | +0.62% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.30% | +1.91% | -2.87% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.86% | -1.09% | -0.60% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.39% | +0.20% | -1.09% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.15% | +0.23% | +0.90% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.70% | +0.39% | -3.63% | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.55% | -0.06% | +12.82% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.09% | -1.27% | +45.88% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.04% | +0.11% | +11.98% | |
| 11 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.92% | +0.02% | -5.01% | |
| 12 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.70% | — | -0.96% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.67% | +0.10% | -1.58% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.64% | -0.54% | +1.00% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.35% | — | -6.12% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.35% | +0.10% | +0.16% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.32% | -0.03% | -2.18% | |
| 18 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.25% | +0.07% | +3.01% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.19% | -0.08% | -3.57% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.09% | -0.17% | +5.03% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 1.08% | — | -2.09% | |
| 22 | PFF | Ishares Preferred & Income S | ETF-Other | 1.05% | -0.07% | -0.90% | |
| 23 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 1.04% | +0.01% | +3.43% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.98% | +0.09% | -1.26% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.95% | -0.09% | +7.27% | |
| 26 | MBB | Ishares Mbs ETF | ETF-Other | 0.92% | -0.05% | +0.26% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | -0.03% | +3.69% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | +0.03% | +0.46% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.76% | -0.08% | +6.21% | |
| 30 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.74% | -0.06% | -0.77% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | +0.03% | +11.66% | |
| 32 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.71% | -0.02% | +3.78% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.10% | +4.37% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.64% | -0.04% | +1.44% | |
| 35 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.63% | +0.01% | +15.61% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | +0.01% | +4.56% | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.58% | -0.04% | -3.75% | |
| 38 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.58% | -0.05% | -1.60% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.57% | +0.06% | +1.74% | |
| 40 | IVLU | Ishares Msci International V | ETF-Other | 0.56% | -0.06% | -5.19% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.54% | +0.12% | +0.04% | |
| 42 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.53% | -0.02% | -1.15% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.51% | -0.06% | +3.95% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-Other | 0.51% | -0.07% | +5.99% | |
| 45 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.51% | -0.21% | +17.96% | |
| 46 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.48% | — | -6.33% | |
| 47 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.47% | — | -11.60% | |
| 48 | IFRA | Ishares US Infrastructure | ETF-Other | 0.46% | -0.01% | +1.55% | |
| 49 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.45% | -0.01% | +2.24% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | -0.03% | +4.47% |
According to official SEC Form 13F filings, Cypress Wealth Services, LLC reported a total U.S. public equity portfolio value of $814.9M across 282 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, SPYM) accounted for 15.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
ZJUL
市值: $1.9M
Top Position Liquidated / Trimmed
FJUL
前期市值: $654.7K
During Q3 2024, Cypress Wealth Services, LLC's top holdings by market value included IVV (7.2%)、AAPL (6.4%)、SPYM (4.3%). The largest single position, IVV, represented 7.2% of total portfolio value.
In Q3 2024, Cypress Wealth Services, LLC made 50 total portfolio adjustments, initiating 15 new buys, adding to 17 positions, trimming 10 holdings, and fully liquidating 8 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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