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CIK: 0001721527
Total reported value
$814.9M
$814.9M
284 檔
14.6%
As reported in its official Q1 2025 Form 13F filing, Cypress Wealth Services, LLC's tracked investment portfolio stood at $814.9M with 284 total positions.
In Q1 2025, Cypress Wealth Services, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 284 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.24% | +1.28% | -8.73% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.99% | -0.05% | -0.77% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.37% | -1.09% | +17.36% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.05% | +1.91% | +0.52% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.44% | +0.23% | +8.59% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.43% | +0.20% | +5.87% | |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.57% | -0.06% | +0.61% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.41% | -1.27% | -7.15% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.38% | -0.54% | +46.27% | |
| 10 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.92% | +0.07% | +62.38% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.77% | +0.39% | -35.51% | |
| 12 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.69% | +0.02% | -2.37% | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.61% | +0.11% | -7.02% | |
| 14 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.50% | +0.10% | +0.43% | |
| 15 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.49% | — | -5.27% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.40% | +0.10% | -0.11% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.34% | — | -0.23% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.22% | -0.03% | -0.95% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.15% | -0.08% | -0.27% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.10% | -0.09% | -0.76% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.10% | -0.17% | +0.93% | |
| 22 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 1.06% | +0.01% | +1.28% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-Other | 0.98% | — | +0.12% | |
| 24 | PFF | Ishares Preferred & Income S | ETF-Other | 0.94% | -0.07% | -0.32% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.91% | +0.09% | -1.47% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | -0.03% | +2.04% | |
| 27 | MBB | Ishares Mbs ETF | ETF-Other | 0.83% | -0.05% | -14.83% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | +0.03% | -1.05% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | -0.10% | +4.16% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.77% | +0.03% | +8.07% | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.75% | -0.08% | -0.36% | |
| 32 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.70% | -0.06% | +0.87% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.65% | -0.04% | -1.22% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.63% | -0.25% | +66.23% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.62% | +0.01% | +3.74% | |
| 36 | IVLU | Ishares Msci International V | ETF-Other | 0.60% | -0.06% | -12.56% | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.58% | -0.04% | -4.26% | |
| 38 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.57% | -0.02% | +4.55% | |
| 39 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.56% | +0.01% | -7.59% | |
| 40 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.56% | -0.21% | +0.83% | |
| 41 | IAU | Ishares Gold Trust | ETF-Commodities | 0.55% | -0.10% | +73.70% | |
| 42 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.55% | -0.05% | -2.49% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.06% | -0.39% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.52% | -0.03% | -0.15% | |
| 45 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.06% | -2.91% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.50% | +0.12% | -2.36% | |
| 47 | NVBU | Allianzim US Bf15 Uncap Nov | ETF-Other | 0.50% | -0.05% | — | |
| 48 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.50% | — | +370.53% | |
| 49 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.46% | -0.02% | -7.62% | |
| 50 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.46% | -0.01% | +4.69% |
According to official SEC Form 13F filings, Cypress Wealth Services, LLC reported a total U.S. public equity portfolio value of $814.9M across 284 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AAPL, QUAL) accounted for 14.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $30.8M
During Q1 2025, Cypress Wealth Services, LLC's top holdings by market value included IVV (6.2%)、AAPL (6.0%)、QUAL (4.4%). The largest single position, IVV, represented 6.2% of total portfolio value.
In Q1 2025, Cypress Wealth Services, LLC made 50 total portfolio adjustments, initiating 50 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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