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CIK: 0001721527
Total reported value
$814.9M
$814.9M
280 檔
15.5%
According to the latest 13F quarterly dataset, Cypress Wealth Services, LLC managed an equity portfolio of $814.9M at the end of Q4 2024, spanning 280 distinct U.S. exchange-listed positions.
In Q4 2024, Cypress Wealth Services, LLC displayed an active expansion posture, initiating 11 new positions and adding to 19 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 280 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 7.09% | +1.28% | -1.01% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.74% | -0.05% | +0.35% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.18% | +1.91% | -1.96% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.84% | -1.09% | +3.09% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.51% | +0.20% | +0.42% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.29% | +0.23% | +3.85% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 2.64% | +0.39% | +11.79% | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.48% | -0.06% | +109.17% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.28% | -1.27% | +23.14% | |
| 10 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.90% | +0.02% | -4.26% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.68% | +0.11% | -11.63% | |
| 12 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.67% | +0.10% | -1.75% | |
| 13 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.64% | — | -2.27% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.62% | -0.54% | +5.06% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.45% | +0.10% | +8.66% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.39% | — | +3.50% | |
| 17 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.25% | +0.07% | -1.42% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.25% | -0.03% | -3.24% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.21% | -0.17% | +16.43% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.13% | -0.08% | -2.47% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-Other | 1.05% | — | -1.43% | |
| 22 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 1.03% | +0.01% | +12.68% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | -0.03% | +4.28% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.00% | +0.03% | +6.44% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-Other | 0.95% | -0.07% | -1.06% | |
| 26 | MBB | Ishares Mbs ETF | ETF-Other | 0.94% | -0.05% | +9.69% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | -0.09% | +2.91% | |
| 28 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.92% | +0.01% | +3.93% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | +0.03% | +11.99% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.86% | +0.09% | -0.24% | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.73% | -0.08% | +2.28% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.10% | +1.91% | |
| 33 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.69% | -0.06% | -2.14% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.63% | -0.04% | +215.32% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | +0.06% | -0.73% | |
| 36 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.62% | -0.02% | -3.49% | |
| 37 | IVLU | Ishares Msci International V | ETF-Other | 0.61% | -0.06% | +23.13% | |
| 38 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.61% | +0.01% | +9.38% | |
| 39 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.59% | -0.04% | +7.17% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.56% | +0.12% | +1.34% | |
| 41 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.55% | -0.21% | +14.20% | |
| 42 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.06% | +7.15% | |
| 43 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.54% | -0.05% | -1.59% | |
| 44 | NVBU | Allianzim US Bf15 Uncap Nov | ETF-Other | 0.51% | -0.05% | — | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | -0.03% | +5.45% | |
| 46 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.51% | -0.01% | +2.70% | |
| 47 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.49% | -0.02% | -3.29% | |
| 48 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.46% | — | -0.48% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-Other | 0.45% | -0.07% | -6.17% | |
| 50 | IFRA | Ishares US Infrastructure | ETF-Other | 0.45% | -0.01% | +1.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVBU | Allianzim US Bf15 Uncap Nov | +0.5% | NEW | New buy |
| 2 | SPMO | Invesco S&p 500 Momentum ETF | +0.4% | NEW | New buy |
| 3 | TSLA | Tesla Inc | +0.3% | +3.93% | Add |
| 4 | ZNOV | Invtr Equ De Pr ETF - 1 Yr N | +0.3% | NEW | New buy |
| 5 | AAPL | Apple Inc | +0.3% | +0.35% | Add |
| 6 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | NEW | New buy |
| 7 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 8 | ZOCT | Inr Eqty Def P ETF - 1 Y Oc | +0.2% | NEW | New buy |
| 9 | EFV | Ishares Msci Eafe Value ETF | +0.2% | +23.14% | Add |
| 10 | IAU | Ishares Gold Trust | +0.2% | +244.96% | Add |
| 11 | AMZN | Amazon.com Inc | +0.2% | +4.28% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | +6.44% | Add |
| 13 | NVDA | Nvidia CORP | +0.2% | +11.99% | Add |
| 14 | OCTU | Allianzim US Bf15 Uncap Oct | +0.2% | NEW | New buy |
| 15 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +3.85% | Add |
| 16 | VCV | Invesco Ca Val Muni Inc Tr | +0.1% | NEW | New buy |
| 17 | BDX | Becton Dickinson And Co | +0.1% | NEW | New buy |
| 18 | IAUG | Innov In Dvlp Pwrb ETF - Aug | +0.1% | NEW | New buy |
| 19 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +0.42% | Add |
| 20 | MSFT | Microsoft CORP | +0.1% | +16.43% | Add |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +8.66% | Add |
| 22 | SHOP | Shopify Inc - Class A | +0.1% | +3.48% | Add |
| 23 | AVGO | Broadcom Inc | +0.1% | +17.09% | Add |
| 24 | XEVMX | Eaton Vance Cal Muni Bond | +0.1% | +180.72% | Add |
| 25 | ARCC | Ares Capital CORP | +0.1% | NEW | New buy |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | +5.45% | Add |
| 27 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +67.05% | Add |
| 28 | GOOG | Alphabet Inc-cl C | +0.1% | -0.73% | Trim |
| 29 | IVLU | Ishares Msci International V | +0.1% | +23.13% | Add |
| 30 | VOO | Vanguard S&p 500 ETF | 0% | +3.50% | Add |
| 31 | QUAL | Ishares Msci USA Quality Fac | 0% | +3.09% | Add |
| 32 | FLOT | Ishares Floating Rate Bond E | -0.1% | -59.80% | Trim |
| 33 | HII | Huntington Ingalls Industrie | -0.1% | -46.78% | Trim |
| 34 | LMT | Lockheed Martin CORP | -0.1% | EXIT | Sold out |
| 35 | WMB | Williams Cos Inc | -0.1% | EXIT | Sold out |
| 36 | IJUL | Innovator International Deve | -0.1% | -19.15% | Trim |
| 37 | UPS | United Parcel Service-cl B | -0.1% | -3.49% | Trim |
| 38 | PJAN | Innovator U.s. Equity Power | -0.1% | EXIT | Sold out |
| 39 | IGEB | Ishares Investment Grade Sys | -0.1% | EXIT | Sold out |
| 40 | CEV | Eaton Vance Ca Muni Inc Trst | -0.1% | EXIT | Sold out |
| 41 | VEA | Vanguard Ftse Developed ETF | -0.1% | -0.24% | Trim |
| 42 | IVV | Ishares Core S&p 500 ETF | -0.1% | -1.01% | Trim |
| 43 | YJUN | Ft Vest Int Eq Modt Etf-june | -0.2% | -69.24% | Trim |
| 44 | HEFA | Isha Curr Hedged Msci Eafe | -0.2% | -59.87% | Trim |
| 45 | NJUL | Innovator Growth 100 Power B | -0.2% | -72.50% | Trim |
| 46 | BSCO | Invesco Bulletshares 2024 Cb | -0.2% | EXIT | Sold out |
| 47 | BLKCHF | Blackrock Inc | -0.2% | EXIT | Sold out |
| 48 | TJUL | Innovator Equity Defined Pro | -0.2% | EXIT | Sold out |
| 49 | PJUL | Innovator U.s. Equity Power | -0.3% | EXIT | Sold out |
| 50 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.4% | -11.63% | Trim |
According to official SEC Form 13F filings, Cypress Wealth Services, LLC reported a total U.S. public equity portfolio value of $814.9M across 280 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, SPYM) accounted for 15.5% of total reported equity market value during Q4 2024.
Top New Position Initiated
NVBU
市值: $2.5M
Top Position Liquidated / Trimmed
PJUL
前期市值: $1.2M
During Q4 2024, Cypress Wealth Services, LLC's top holdings by market value included IVV (7.1%)、AAPL (6.7%)、SPYM (4.2%). The largest single position, IVV, represented 7.1% of total portfolio value.
In Q4 2024, Cypress Wealth Services, LLC made 50 total portfolio adjustments, initiating 11 new buys, adding to 19 positions, trimming 11 holdings, and fully liquidating 9 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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