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Size ($ in 1000's)
At 03/31/2024: $429,244
At 12/31/2023: $400,900
Cypress Wealth Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cypress Wealth Services LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Cypress Wealth Services LLC top holdings by largest position size, as per the latest 13f filing made by Cypress Wealth Services LLC.
In the Cypress Wealth Services LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Cypress Wealth Services LLC in that top holding, then the share count change between reporting periods, and finally the Cypress Wealth Services LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVV) |
65,274 |
-10,615 |
$34,317 | | IVV | 65,274 | -10,615 | $34,317 | | APPLE INC |
131,976 |
-755 |
$22,631 | | AAPL | 131,976 | -755 | $22,631 | | SPDR SER TR (SPLG) |
353,164 |
-60,256 |
$21,730 | | SPLG | 353,164 | -60,256 | $21,730 | | ISHARES TR (QUAL) |
100,203 |
-7,356 |
$16,468 | | QUAL | 100,203 | -7,356 | $16,468 | | BLACKROCK ETF TRUST (DYNF) |
270,205 |
+270,205 |
$11,997 | | DYNF | 270,205 | +270,205 | $11,997 | | SCHWAB STRATEGIC TR |
203,377 |
+27,495 |
$9,355 | | SCHZ | 203,377 | +27,495 | $9,355 | | ISHARES TR (IUSB) |
203,152 |
+47,549 |
$9,262 | | IUSB | 203,152 | +47,549 | $9,262 | | ISHARES TR (EFG) |
87,830 |
+1,180 |
$9,116 | | EFG | 87,830 | +1,180 | $9,116 | | VANGUARD WORLD FD (MGK) |
30,975 |
-432 |
$8,878 | | MGK | 30,975 | -432 | $8,878 | | ISHARES TR (EFV) |
161,052 |
-39,086 |
$8,761 | | EFV | 161,052 | -39,086 | $8,761 | | ISHARES TR (IVW) |
99,733 |
+43,982 |
$8,421 | | IVW | 99,733 | +43,982 | $8,421 | | ISHARES TR (ESGU) |
69,517 |
-26,673 |
$7,992 | | ESGU | 69,517 | -26,673 | $7,992 | | ISHARES TR (IYW) |
52,492 |
+5,247 |
$7,090 | | IYW | 52,492 | +5,247 | $7,090 | | SPDR S&P 500 ETF TR (SPY) |
13,306 |
-2,107 |
$6,960 | | SPY | 13,306 | -2,107 | $6,960 | | ISHARES TR (IVE) |
35,952 |
+35,952 |
$6,716 | | IVE | 35,952 | +35,952 | $6,716 | | VANGUARD INDEX FDS (VO) |
25,283 |
-283 |
$6,317 | | VO | 25,283 | -283 | $6,317 | | VANGUARD INDEX FDS (VOO) |
13,081 |
-174 |
$6,288 | | VOO | 13,081 | -174 | $6,288 | | VANGUARD WHITEHALL FDS (VYM) |
48,203 |
-2,426 |
$5,832 | | VYM | 48,203 | -2,426 | $5,832 | | ISHARES TR (OEF) |
21,570 |
-14,574 |
$5,337 | | OEF | 21,570 | -14,574 | $5,337 | | VANGUARD INDEX FDS (VB) |
22,686 |
-171 |
$5,186 | | VB | 22,686 | -171 | $5,186 | | ISHARES TR (PFF) |
155,103 |
-3,073 |
$4,999 | | PFF | 155,103 | -3,073 | $4,999 | | MICROSOFT CORP |
11,199 |
+1,338 |
$4,712 | | MSFT | 11,199 | +1,338 | $4,712 | | VANGUARD TAX MANAGED FDS (VEA) |
93,329 |
-1,430 |
$4,682 | | VEA | 93,329 | -1,430 | $4,682 | | ISHARES TR (MBB) |
47,443 |
+2,018 |
$4,385 | | MBB | 47,443 | +2,018 | $4,385 |  BERKSHIRE HATHAWAY INC DEL |
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$3,861 | | BRK.B | 9,182 | -903 | $3,861 | | UNITED PARCEL SERVICE INC |
24,420 |
-366 |
$3,629 | | UPS | 24,420 | -366 | $3,629 | | ALPHABET INC |
23,805 |
+654 |
$3,593 | | GOOGL | 23,805 | +654 | $3,593 | | AMAZON COM INC |
19,883 |
+284 |
$3,586 | | AMZN | 19,883 | +284 | $3,586 | | ISHARES TR (HYG) |
45,758 |
-806 |
$3,557 | | HYG | 45,758 | -806 | $3,557 | | VANGUARD SCOTTSDALE FDS (VCIT) |
41,503 |
-639 |
$3,341 | | VCIT | 41,503 | -639 | $3,341 | | COLUMBIA ETF TR II (XCEM) |
104,347 |
-1,418 |
$3,245 | | XCEM | 104,347 | -1,418 | $3,245 | | ISHARES TR (HEFA) |
84,140 |
+84,140 |
$2,935 | | HEFA | 84,140 | +84,140 | $2,935 | | SCHWAB STRATEGIC TR |
35,654 |
-227 |
$2,875 | | SCHD | 35,654 | -227 | $2,875 | | ISHARES TR (IVLU) |
101,822 |
-663 |
$2,874 | | IVLU | 101,822 | -663 | $2,874 | | ISHARES TR (DVY) |
22,676 |
+672 |
$2,793 | | DVY | 22,676 | +672 | $2,793 | | ISHARES TR (TLT) |
29,135 |
-3,856 |
$2,757 | | TLT | 29,135 | -3,856 | $2,757 | | VANGUARD WORLD FD (VDC) |
13,171 |
-527 |
$2,689 | | VDC | 13,171 | -527 | $2,689 | | INVESCO QQQ TR |
5,831 |
-355 |
$2,589 | | QQQ | 5,831 | -355 | $2,589 | | COSTCO WHSL CORP NEW |
3,496 |
+394 |
$2,561 | | COST | 3,496 | +394 | $2,561 | | DIMENSIONAL ETF TRUST (DFUV) |
61,558 |
-434 |
$2,518 | | DFUV | 61,558 | -434 | $2,518 | | ALPHABET INC |
16,402 |
+586 |
$2,497 | | GOOG | 16,402 | +586 | $2,497 | | DIMENSIONAL ETF TRUST (DFAS) |
38,160 |
+124 |
$2,379 | | DFAS | 38,160 | +124 | $2,379 | | ISHARES TR (IXC) |
53,715 |
+16,323 |
$2,307 | | IXC | 53,715 | +16,323 | $2,307 | | ISHARES INC (EMXC) |
39,969 |
+15,213 |
$2,301 | | EMXC | 39,969 | +15,213 | $2,301 | | ISHARES TR (MUB) |
21,272 |
-419 |
$2,289 | | MUB | 21,272 | -419 | $2,289 | | ISHARES TR (USMV) |
26,791 |
-21,555 |
$2,239 | | USMV | 26,791 | -21,555 | $2,239 | | MARRIOTT INTL INC NEW |
8,566 |
+6 |
$2,161 | | MAR | 8,566 | +6 | $2,161 | | NVIDIA CORPORATION |
2,385 |
+17 |
$2,155 | | NVDA | 2,385 | +17 | $2,155 | | INNOVATOR ETFS TRUST (NJUL) |
35,917 |
UNCH |
$2,071 | | NJUL | 35,917 | UNCH | $2,071 | | META PLATFORMS INC |
4,137 |
+87 |
$2,009 | | META | 4,137 | +87 | $2,009 |
See Full List: All Stocks Held By Cypress Wealth Services LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Cypress Wealth Services LLC
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