Cypress Wealth Services, LLC Portfolio Holdings

Cypress Wealth Services, LLC

  • $517 Million
  • Q2 2025

Cypress Wealth Services, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $517 Million distributed in 318 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $27.6M, Ishares Core S&P 500 ETF with a value of $26.8M, Ishares Msci Usa Quality Facto with a value of $24.2M, Spdr Portfolio S&P 500 ETF (Ma with a value of $21.4M, and Blackrock ETF Tr U S Equity Fa with a value of $19.7M.

Examining the 13F form we can see an increase of $49.4M in the current position value, from $468M to 517M.

Below you can find more details about Cypress Wealth Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $517 Million
ETFs: $364 Million
Technology: $54.6 Million
Financial Services: $23.3 Million
Consumer Cyclical: $17.8 Million
Communication Services: $17.2 Million
Consumer Defensive: $9.72 Million
Healthcare: $9.46 Million
Industrials: $6.49 Million
Other: $13.2 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.8 Million 5.17% of portfolio
43,115
Q2 2025 Reduced 21.23%
$0
$24.2 Million 4.68% of portfolio
132,456
Q2 2025 Added 5.14%
$0
$21.4 Million 4.15% of portfolio
295,064
Q2 2025 Reduced 2.86%
$0
$19.7 Million 3.82% of portfolio
362,524
Q2 2025 Added 4.31%
$0
$18.7 Million 3.61% of portfolio
294,430
Q2 2025 Added 46.3%
$0
$15 Million 2.91% of portfolio
136,599
Q2 2025 Reduced 24.95%
$0
$12 Million 2.33% of portfolio
518,250
Q2 2025 Reduced 5.17%
$0
$11.5 Million 2.22% of portfolio
58,843
Q2 2025 Reduced 4.54%
$0
$11.2 Million 2.16% of portfolio
41,973
Q2 2025 Added 19.9%
$0
$9.94 Million 1.92% of portfolio
88,784
Q2 2025 Added 1.58%
$0
$9.61 Million 1.86% of portfolio
26,245
Q2 2025 Reduced 2.45%
$0
$9.64 Million 1.86% of portfolio
15,596
Q2 2025 Added 26.69%
$0
$8.35 Million 1.61% of portfolio
48,178
Q2 2025 Reduced 8.24%
$0
$7.86 Million 1.52% of portfolio
58,092
Q2 2025 Reduced 3.45%
$0
$7.53 Million 1.46% of portfolio
162,959
Q2 2025 Reduced 5.15%
$0
$7.52 Million 1.45% of portfolio
13,243
Q2 2025 Added 3.36%
$0
$6.18 Million 1.19% of portfolio
46,343
Q2 2025 Added 5.69%
$0
$5.65 Million 1.09% of portfolio
132,224
Q2 2025 New
$0
$5.48 Million 1.06% of portfolio
96,040
Q2 2025 Added 8.63%
$0
$5.22 Million 1.01% of portfolio
22,022
Q2 2025 Added 1.28%
$0
$4.58 Million 0.89% of portfolio
85,443
Q2 2025 Added 49.36%
$0
$4.48 Million 0.87% of portfolio
146,131
Q2 2025 Reduced 2.6%
$0
$4.27 Million 0.83% of portfolio
45,484
Q2 2025 Added 4.51%
$0
$3.6 Million 0.7% of portfolio
6,531
Q2 2025 Added 23.23%
$0
$3.6 Million 0.7% of portfolio
43,456
Q2 2025 Reduced 3.29%
$0
$3.46 Million 0.67% of portfolio
42,934
Q2 2025 Reduced 2.24%
$0
$3.4 Million 0.66% of portfolio
103,317
Q2 2025 Added 5.34%
$0
$2.8 Million 0.54% of portfolio
24,904
Q2 2025 Added 5.11%
$0
$2.76 Million 0.53% of portfolio
104,202
Q2 2025 Reduced 8.42%
$0
$2.62 Million 0.51% of portfolio
25,796
Q2 2025 Added 29.72%
$0
$2.65 Million 0.51% of portfolio
12,093
Q2 2025 Reduced 1.63%
$53.5B
$2.66 Million 0.51% of portfolio
42,723
Q2 2025 Reduced 7.22%
$0
$2.48 Million 0.48% of portfolio
23,703
Q2 2025 Added 58.82%
$0
$2.48 Million 0.48% of portfolio
18,680
Q2 2025 Reduced 12.3%
$0
$2.28 Million 0.44% of portfolio
53,841
Q2 2025 Reduced 1.68%
$0
$2.17 Million 0.42% of portfolio
6,402
Q2 2025 Reduced 1.17%
$0
$2.18 Million 0.42% of portfolio
9,073
Q2 2025 Added 1.27%
$0
$2.02 Million 0.39% of portfolio
31,867
Q2 2025 Reduced 3.93%
$0
$1.96 Million 0.38% of portfolio
46,429
Q1 2025 Added 13.21%
$0
$1.92 Million 0.37% of portfolio
30,141
Q2 2025 Reduced 2.96%
$0
$1.71 Million 0.33% of portfolio
5,981
Q2 2025 Reduced 12.16%
$0
$1.71 Million 0.33% of portfolio
34,873
Q2 2025 Added 12.14%
$0
$1.6 Million 0.31% of portfolio
32,286
Q2 2025 Added 22.94%
$0
$1.59 Million 0.31% of portfolio
8,741
Q2 2025 Added 0.45%
$0
$1.57 Million 0.3% of portfolio
31,774
Q2 2025 Added 520.95%
$0
$1.52 Million 0.29% of portfolio
16,168
Q2 2025 Reduced 2.74%
$0
$1.48 Million 0.29% of portfolio
46,291
Q4 2024 Reduced 19.15%
$0
$1.47 Million 0.28% of portfolio
13,574
Q2 2025 Reduced 0.12%
$0
$1.46 Million 0.28% of portfolio
50,154
Q2 2025 Reduced 1.21%

Summary

  • Portfolio
  • No. of Stocks 318
  • Current Value $517 Million
  • Prior Value $468 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 28, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 49 stocks
  • Additional Purchases 132 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 94 stocks
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