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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.18 Million 0.42% of portfolio
9,073
Q2 2025 Added 1.27%
$0
$2.02 Million 0.39% of portfolio
31,867
Q2 2025 Reduced 3.93%
$0
$1.96 Million 0.38% of portfolio
46,429
Q1 2025 Added 13.21%
$178B
$1.97 Million 0.38% of portfolio
17,036
Q2 2025 Added 2.24%
$227B
$1.95 Million 0.38% of portfolio
6,106
Q2 2025 Added 11.04%
$0
$1.92 Million 0.37% of portfolio
30,141
Q2 2025 Reduced 2.96%
$608B
$1.85 Million 0.36% of portfolio
2,377
Q2 2025 Added 4.25%
$127B
$1.74 Million 0.34% of portfolio
6,302
Q2 2025 Added 13.2%
$442B
$1.73 Million 0.33% of portfolio
16,022
Q2 2025 Reduced 0.08%
$0
$1.71 Million 0.33% of portfolio
5,981
Q2 2025 Reduced 12.16%
$0
$1.71 Million 0.33% of portfolio
34,873
Q2 2025 Added 12.14%
$0
$1.6 Million 0.31% of portfolio
32,286
Q2 2025 Added 22.94%
$0
$1.59 Million 0.31% of portfolio
8,741
Q2 2025 Added 0.45%
$0
$1.57 Million 0.3% of portfolio
31,774
Q2 2025 Added 520.95%
$0
$1.52 Million 0.29% of portfolio
16,168
Q2 2025 Reduced 2.74%
$0
$1.48 Million 0.29% of portfolio
46,291
Q4 2024 Reduced 19.15%
$0
$1.46 Million 0.28% of portfolio
50,154
Q2 2025 Reduced 1.21%
$281B
$1.43 Million 0.28% of portfolio
14,606
Q2 2025 Added 3.24%
$684B
$1.38 Million 0.27% of portfolio
6,320
Q2 2025 Added 24.98%
$261B
$1.38 Million 0.27% of portfolio
7,598
Q2 2025 Added 1.5%
$0
$1.39 Million 0.27% of portfolio
27,140
Q2 2025 New
$302B
$1.37 Million 0.27% of portfolio
9,594
Q2 2025 Reduced 0.74%
$0
$1.37 Million 0.26% of portfolio
49,367
Q4 2024 Reduced 1.29%
$0
$1.32 Million 0.26% of portfolio
14,252
Q2 2025 Added 8.31%
$302B
$1.31 Million 0.25% of portfolio
16,335
Q2 2025 Reduced 7.07%
$254B
$1.22 Million 0.24% of portfolio
1,730
Q2 2025 Added 18.82%
$551B
$1.21 Million 0.23% of portfolio
3,409
Q2 2025 Reduced 0.47%
$545B
$1.18 Million 0.23% of portfolio
880
Q2 2025 Added 7.06%
$0
$1.14 Million 0.22% of portfolio
8,475
Q2 2025 Reduced 3.15%
$0
$1.13 Million 0.22% of portfolio
33,109
Q2 2025 Reduced 81.21%
$0
$1.13 Million 0.22% of portfolio
3,704
Q2 2025 Added 93.12%
$0
$1.11 Million 0.21% of portfolio
5,148
Q2 2025 Added 298.14%
$1.33B
$1.05 Million 0.2% of portfolio
21,775
Q2 2021 New
$0
$1.06 Million 0.2% of portfolio
41,835
Q2 2025 Reduced 2.33%
$0
$1.03 Million 0.2% of portfolio
17,979
Q2 2025 Added 0.68%
$0
$1.05 Million 0.2% of portfolio
85,816
Q2 2025 Added 0.14%
$452B
$1.01 Million 0.2% of portfolio
6,634
Q2 2025 Added 0.94%
$0
$995,000 0.19% of portfolio
18,064
Q2 2025 Reduced 3.12%
$0
$962,000 0.19% of portfolio
49,302
Q2 2025 Reduced 0.73%
$0
$968,000 0.19% of portfolio
46,819
Q2 2025 Reduced 0.79%
$18B
$957,000 0.18% of portfolio
29,172
Q4 2024 Added 0.34%
$0
$913,000 0.18% of portfolio
44,571
Q2 2025 Reduced 1.47%
$0
$956,000 0.18% of portfolio
10,359
Q2 2025 Reduced 2.3%
$0
$930,000 0.18% of portfolio
47,368
Q2 2025 Reduced 1.5%
$0
$910,000 0.18% of portfolio
8,103
Q2 2025 Reduced 2.53%
$207B
$921,000 0.18% of portfolio
7,434
Q2 2025 Reduced 0.07%
$0
$902,000 0.17% of portfolio
5,166
Q3 2023 Added 0.02%
$0
$874,000 0.17% of portfolio
46,763
Q2 2025 Reduced 1.65%
$293B
$864,000 0.17% of portfolio
12,459
Q2 2025 Reduced 0.02%

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
Track This Portfolio

Track Cypress Wealth Services, LLC Portfolio

Follow Cypress Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email