Cypress Wealth Services, LLC Portfolio Holdings
Cypress Wealth Services, LLC
- $555 Million
- Q3 2025
Cypress Wealth Services, LLC has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $555 Million distributed in 346 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.7M, Ishares Core S&P 500 ETF with a value of $28.2M, Spdr Portfolio S&P 500 ETF (Ma with a value of $25.2M, Ishares Msci Usa Quality Facto with a value of $23.2M, and Blackrock ETF Tr U S Equity Fa with a value of $22.8M.
Examining the 13F form we can see an increase of $38.1M in the current position value, from $517M to 555M.
Below you can find more details about Cypress Wealth Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$555 Million
ETFs: $377 Million
Technology: $66.3 Million
Financial Services: $26.6 Million
Consumer Cyclical: $20.3 Million
Communication Services: $19.7 Million
Healthcare: $10.1 Million
Consumer Defensive: $9.99 Million
Industrials: $7.74 Million
Other: $14.7 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 346
- Current Value $555 Million
- Prior Value $517 Million
- Filing
- Period Q3 2025
- Filing Date October 15, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 43 stocks
- Additional Purchases 141 stocks
- Sold out of 0 stocks
- Reduced holdings in 101 stocks