Cypress Wealth Services, LLC
CIK: 0001721527SEC EDGAR →
Portfolio Value
$722.7M
Holdings
389
As of
Q4 2025
New Positions
43
Closed Positions
15
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 168,039 | $45.7M | 6.32% |
| 2 | SPDR SERIES TRUST | 367,295 | $29.5M | 4.08% |
| 3 | ISHARES TR | 42,088 | $28.8M | 3.99% |
| 4 | BLACKROCK ETF TRUST | 418,852 | $25.5M | 3.52% |
| 5 | ISHARES TR | 61,874 | $21.2M | 2.94% |
| 6 | ISHARES TR | 89,705 | $19.0M | 2.63% |
| 7 | ISHARES TR | 141,462 | $17.4M | 2.41% |
| 8 | ISHARES TR | 243,810 | $17.4M | 2.41% |
| 9 | ISHARES TR | 79,693 | $15.8M | 2.19% |
| 10 | SCHWAB STRATEGIC TR | 549,682 | $12.8M | 1.78% |
Quarterly Changes
Top Buys
New Positions (57)
$2.5M · 35K shares
$2.4M · 29K shares
$1.7M · 3K shares
$1.5M · 9K shares
$1.3M · 15K shares
$1.2M · 2K shares
$1.0M · 6K shares
$817K · 15K shares
$798K · 5K shares
$720K · 3K shares
$702K · 12K shares
$651K · 12K shares
$650K · 11K shares
$570K · 2K shares
$505K · 6K shares
$503K · 26K shares
$424K · 2K shares
$420K · 11K shares
$411K · 3K shares
$410K · 3K shares
$401K · 2K shares
$390K · 2K shares
$381K · 4K shares
$367K · 648 shares
$362K · 4K shares
$351K · 5K shares
$347K · 3K shares
$332K · 18K shares
$329K · 9K shares
$327K · 933 shares
$319K · 13K shares
$314K · 7K shares
$312K · 1K shares
$311K · 4K shares
$309K · 4K shares
$302K · 9K shares
$299K · 3K shares
$287K · 10K shares
$280K · 423 shares
$274K · 2K shares
$261K · 613 shares
$259K · 2K shares
$248K · 4K shares
$242K · 371 shares
$236K · 661 shares
$234K · 2K shares
$230K · 1K shares
$229K · 3K shares
$227K · 3K shares
$213K · 6K shares
$203K · 708 shares
$202K · 3K shares
$202K · 575 shares
$100K · 16K shares
$82K · 12K shares
$25K · 17K shares
$14K · 10K shares
Closed Positions (14)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 195 | $464.6M | 64.3% |
| Technology | 37 | $97.7M | 13.5% |
| Unknown | 46 | $53.0M | 7.3% |
| Consumer Cyclical | 17 | $25.5M | 3.5% |
| Communication Services | 8 | $23.5M | 3.3% |
| Healthcare | 22 | $17.0M | 2.3% |
| Industrials | 19 | $12.0M | 1.7% |
| Consumer Defensive | 9 | $11.8M | 1.6% |
| Energy | 12 | $9.1M | 1.3% |
| Basic Materials | 14 | $4.6M | 0.6% |
| Utilities | 7 | $2.3M | 0.3% |
| Real Estate | 3 | $1.2M | 0.2% |