Cypress Wealth Services, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CW Cypress Wealth Services, LLC | Institutional Filer | ▼ 1.98% | $708.3M | 397 |
Current Portfolio Holdings
Showing all 397 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 165K | $41.8M | 5.90% |
| 2 | IVV | ISHARES TR | — | 46K | $30.0M | 4.23% |
| 3 | SPYM | SPDR SERIES TRUST | — | 358K | $27.4M | 3.87% |
| 4 | DYNF | BLACKROCK ETF TRUST | — | 410K | $23.8M | 3.36% |
| 5 | IVE | ISHARES TR | — | 80K | $17.0M | 2.40% |
| 6 | IVW | ISHARES TR | — | 144K | $16.3M | 2.30% |
| 7 | QUAL | ISHARES TR | — | 79K | $15.1M | 2.13% |
| 8 | EFV | ISHARES TR | — | 199K | $14.8M | 2.09% |
| 9 | SCHZ | SCHWAB STRATEGIC TR | — | 589K | $13.7M | 1.93% |
| 10 | CORO | BLACKROCK ETF TRUST | — | 381K | $12.2M | 1.73% |
| 11 | SPY | SPDR S&P 500 ETF Trust | — | 17K | $11.0M | 1.56% |
| 12 | MSFT | Microsoft Corporation | Technology | 26K | $9.5M | 1.34% |
| 13 | MGK | VANGUARD WORLD FD | — | 24K | $8.8M | 1.25% |
| 14 | VOO | VANGUARD INDEX FDS | — | 15K | $8.8M | 1.25% |
| 15 | THRO | BLACKROCK ETF TRUST | — | 244K | $8.8M | 1.25% |
Showing 1 to 15 of 397 holdings