13F Filings for Cypress Wealth Services, LLC (CIK: 1721527)
View the most recent portfolio holdings disclosed by Cypress Wealth Services, LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| AAPL - APPLE INC(Class: COM) | 134.49K | $27.59M | 4.94% | Increased | 1.54K (1.0%, $1.94M) |
| IVV - ISHARES TR(Class: CORE SP500 ETF) | 43.12K | $26.77M | 4.79% | Decreased | 11.62K (21.0%, $3.99M) |
| N/A - ISHARES TR(Class: MSCI USA QLT FCT) | 132.46K | $24.22M | 4.33% | Increased | 6.47K (5.0%, $2.69M) |
| SPLG - SPDR SERIES TRUST(Class: PORTFOLIO SP500) | 295.06K | $21.45M | 3.84% | Decreased | 8.69K (2.0%, $1.47M) |
| DYNF - BLACKROCK ETF TRUST(Class: ISHARES US EQUIT) | 362.52K | $19.74M | 3.53% | Increased | 14.98K (4.0%, $2.80M) |
| N/A - ISHARES TR(Class: EAFE VALUE ETF) | 294.43K | $18.69M | 3.35% | Increased | 93.18K (46.0%, $6.83M) |
| IVW - ISHARES TR(Class: SP 500 GRWT ETF) | 136.60K | $15.04M | 2.69% | Decreased | 45.41K (24.0%, $1.86M) |
| OEF - ISHARES TR(Class: SP 100 ETF) | 41.97K | $12.77M | 2.29% | Increased | 6.96K (19.0%, $3.29M) |
| SCHZ - SCHWAB STRATEGIC TR(Class: US AGGREGATE B) | 518.25K | $12.04M | 2.16% | Decreased | 28.28K (5.0%, $613.58K) |
| IVE - ISHARES TR(Class: SP 500 VAL ETF) | 58.84K | $11.50M | 2.06% | Decreased | 2.80K (4.0%, $249.12K) |
| N/A - ISHARES TR(Class: EAFE GRWTH ETF) | 88.78K | $9.94M | 1.78% | Increased | 1.38K (1.0%, $1.20M) |
| SPY - SPDR SP 500 ETF TR(Class: TR UNIT) | 15.60K | $9.64M | 1.73% | Increased | 3.29K (26.0%, $2.75M) |
| MGK - VANGUARD WORLD FD(Class: MEGA GRWTH IND) | 26.25K | $9.61M | 1.72% | Decreased | 660 (2.0%, $1.30M) |
| IYW - ISHARES TR(Class: U.S. TECH ETF) | 48.18K | $8.35M | 1.49% | Decreased | 4.33K (8.0%, $973.61K) |
| MSFT - MICROSOFT CORP(Class: COM) | 16.73K | $8.32M | 1.49% | Increased | 2.29K (15.0%, $2.90M) |
| ESGU - ISHARES TR(Class: ESG AWR MSCI USA) | 58.09K | $7.86M | 1.41% | Decreased | 2.07K (3.0%, $525.14K) |
| IUSB - ISHARES TR(Class: CORE TOTAL USD) | 162.96K | $7.53M | 1.35% | Decreased | 8.85K (5.0%, $383.14K) |
| VOO - VANGUARD INDEX FDS(Class: SP 500 ETF SHS) | 13.24K | $7.52M | 1.35% | Increased | 431 (3.0%, $938.40K) |
| THRO - BLACKROCK ETF TRUST(Class: ISHARES US THEMA) | 189.97K | $6.76M | 1.21% | New | 189.97K ($6.76M) |
| VO - VANGUARD INDEX FDS(Class: MID CAP ETF) | 23.40K | $6.55M | 1.17% | Increased | 146 (0.0%, $534.23K) |
| NVDA - NVIDIA CORPORATION(Class: COM) | 41.20K | $6.51M | 1.17% | Increased | 5.96K (16.0%, $2.69M) |
| VYM - VANGUARD WHITEHALL FDS(Class: HIGH DIV YLD) | 46.34K | $6.18M | 1.11% | Increased | 2.50K (5.0%, $523.55K) |
| SPEM - SPDR INDEX SHS FDS(Class: PORTFOLIO EMG MK) | 132.22K | $5.65M | 1.01% | New | 132.22K ($5.65M) |
| AMZN - AMAZON COM INC(Class: COM) | 25.08K | $5.50M | 0.99% | Increased | 1.67K (7.0%, $1.05M) |
| VEA - VANGUARD TAX-MANAGED FDS(Class: VAN FTSE DEV MKT) | 96.04K | $5.48M | 0.98% | Increased | 7.63K (8.0%, $981.42K) |