Cypress Wealth Services, LLC has filed its 13F form on July 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $440 Million distributed in 259 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 $34.5M, Apple Inc. with a value of $27.9M, Spdr Portfolio S&P 500 ETF (Ma with a value of $20.3M, Ishares Msci Usa Quality Facto with a value of $17.9M, and Ishares S&P 500 Growth ETF with a value of $16M.
Examining the 13F form we can see an increase of $19.4M in the current position value, from $420M to 440M.
Below you can find more details about Cypress Wealth Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$440 Million
ETFs: $320 Million
Technology: $42.1 Million
Financial Services: $16 Million
Communication Services: $12.7 Million
Consumer Cyclical: $12.7 Million
Healthcare: $8.35 Million
Consumer Defensive: $6.72 Million
Industrials: $4.77 Million
Other: $9.52 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions