Cypress Wealth Services, LLC Portfolio Holdings
Cypress Wealth Services, LLC
- $420 Million
- Q1 2024
Cypress Wealth Services, LLC has filed its 13F form on April 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $420 Million distributed in 261 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 $34.3M, Apple Inc. with a value of $22.6M, Spdr Portfolio S&P 500 ETF (Ma with a value of $21.7M, Ishares Msci Usa Quality Facto with a value of $16.5M, and Blackrock ETF Tr U S Equity Fa with a value of $12M.
Examining the 13F form we can see an increase of $26.1M in the current position value, from $394M to 420M.
Below you can find more details about Cypress Wealth Services, LLC portfolio as well as his latest detailed transactions.