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 Market Cap. of Under $50 Millions
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