Cypress Wealth Services, LLC Portfolio Holdings
Cypress Wealth Services, LLC
- $474 Million
- Q4 2024
Cypress Wealth Services, LLC has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $474 Million distributed in 280 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $35.3M, Apple Inc. with a value of $33.6M, Spdr Portfolio S&P 500 ETF (Ma with a value of $20.8M, Ishares Msci Usa Quality Facto with a value of $19.1M, and Ishares S&P 500 Growth ETF with a value of $17.5M.
Examining the 13F form we can see an increase of $6.26M in the current position value, from $468M to 474M.
Below you can find more details about Cypress Wealth Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$474 Million
ETFs: $335 Million
Technology: $52.1 Million
Financial Services: $20.4 Million
Consumer Cyclical: $17.3 Million
Communication Services: $14.6 Million
Healthcare: $8.55 Million
Consumer Defensive: $7.7 Million
Industrials: $5.17 Million
Other: $11.4 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 280
- Current Value $474 Million
- Prior Value $468 Million
- Filing
- Period Q4 2024
- Filing Date January 14, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 28 stocks
- Additional Purchases 109 stocks
- Sold out of 0 stocks
- Reduced holdings in 98 stocks