Cypress Wealth Services, LLC Portfolio Holdings
Cypress Wealth Services, LLC
- $468 Million
- Q3 2024
Cypress Wealth Services, LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $468 Million distributed in 282 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 $34.9M, Apple Inc. with a value of $31.1M, Spdr Portfolio S&P 500 ETF (Ma with a value of $20.8M, Ishares Msci Usa Quality Facto with a value of $18.7M, and Ishares S&P 500 Growth ETF with a value of $16.4M.
Examining the 13F form we can see an increase of $28.4M in the current position value, from $440M to 468M.
Below you can find more details about Cypress Wealth Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$468 Million
ETFs: $335 Million
Technology: $46.9 Million
Financial Services: $18.5 Million
Consumer Cyclical: $14.6 Million
Communication Services: $12.8 Million
Healthcare: $8.97 Million
Consumer Defensive: $7.16 Million
Industrials: $6.9 Million
Other: $14 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 282
- Current Value $468 Million
- Prior Value $440 Million
- Filing
- Period Q3 2024
- Filing Date October 08, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 42 stocks
- Additional Purchases 124 stocks
- Sold out of 0 stocks
- Reduced holdings in 78 stocks