CW
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Cypress Wealth Services, LLC13F | |
| Cypress Wealth Services, LLC | |
| Last update 2025-04-11 | 284 Stocks (16 new) |
| Value $493.00 Mil | Turnover 6 % |
Cypress Wealth Services, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 54,738 | 30,757.4 | -8.74% | 6.240 | -0.62% | 0.010 | +16.68% | +7.37% | 623,772.3 | ||
AAPL | Apple Inc | 132,950 | 29,532.2 | -0.77% | 5.990 | -0.05% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
QUAL | iShares MSCI USA Quality Factor ETF | 125,986 | 21,529.8 | +17.36% | 4.370 | +0.65% | 0.040 | +12.61% | +4.33% | 53,585.8 | ||
SPLG | SPDR Portfolio S&P 500 ETF | 303,756 | 19,975.0 | +0.52% | 4.050 | +0.02% | 0.030 | +16.68% | +7.38% | 72,719.7 | ||
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 347,545 | 16,946.3 | +8.59% | 3.440 | +0.27% | 0.110 | +18.04% | +8.19% | 19,302.3 | ||
IVW | iShares S&P 500 Growth ETF | 182,008 | 16,895.8 | +5.87% | 3.430 | +0.19% | 0.030 | +24.45% | +9.38% | 61,026.0 | ||
SCHZ | Schwab US Aggregate Bond ETF | 546,533 | 12,657.7 | +0.61% | 2.570 | +0.02% | 0.150 | +0.03% | +3.65% | 8,537.7 | ||
EFV | iShares MSCI EAFE Value ETF | 201,254 | 11,861.9 | -7.15% | 2.410 | -0.16% | 0.060 | +12.70% | +24.54% | 26,221.2 | ||
IVE | iShares S&P 500 Value ETF | 61,644 | 11,748.1 | +46.27% | 2.380 | +0.75% | 0.030 | +8.84% | +4.93% | 39,744.8 | ||
OEF | iShares S&P 100 ETF | 35,008 | 9,481.2 | +62.38% | 1.920 | +0.74% | 0.060 | +18.87% | +7.04% | 20,796.0 |
Cypress Wealth Services, LLC's Historical Top Holdings Breakdowns
Cypress Wealth Services, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
EFG | iShares MSCI EAFE Growth ETF | 2025-03-31 | Reduce Reduce | -0.94% | 96.1 ($101.94) 106.32 | $111.41 | 9.29% | Reduce -35.51% | 87,401 | -48,131 | |
IVE | iShares S&P 500 Value ETF | 2025-03-31 | Add Add | +0.75% | 185.78 ($193.5) 198.58 | $198.67 | 2.67% | Add 46.27% | 61,644 | 19,499 | |
OEF | iShares S&P 100 ETF | 2025-03-31 | Add Add | +0.74% | 268.35 ($287.14) 300.35 | $307.86 | 7.22% | Add 62.38% | 35,008 | 13,449 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2025-03-31 | Add Add | +0.65% | 168.16 ($179.03) 186.21 | $184.97 | 3.32% | Add 17.36% | 125,986 | 18,639 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.62% | 554.06 ($590.51) 615.85 | $628.17 | 6.38% | Reduce -8.74% | 54,738 | -5,239 | |
HEFA |
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
| 2025-03-31 | Add Add | +0.39% | 34.83 ($36.45) 37.46 | $37.52 | 2.94% | Add 370.53% | 67,540 | 53,186 | |
IFRA | iShares U.S. Infrastructure ETF | 2025-03-31 | Reduce Reduce | -0.34% | 44.8 ($46.64) 49.25 | $50.55 | 8.38% | Reduce -76.26% | 11,403 | -36,631 | |
TLT | iShares 20+ Year Treasury Bond ETF | 2025-03-31 | Reduce Reduce | -0.31% | 85.29 ($89.02) 92.57 | $86.97 | -2.30% | Reduce -78.45% | 4,904 | -17,855 | |
XTEN |
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
| 2025-03-31 | New Buy New Buy | +0.29% | 43.99 ($45.54) 46.79 | $45.61 | 0.15% | New holding | 31,032 | 31,032 | |
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 2025-03-31 | Add Add | +0.27% | 48.08 ($51.4) 53.73 | $55.06 | 7.12% | Add 8.59% | 347,545 | 27,497 |
Cypress Wealth Services, LLC Total Holding History ($B)
Cypress Wealth Services, LLC's Asset Allocation
Cypress Wealth Services, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Cypress Wealth Services, LLC's Hypothetical Growth since 2025-03-31
Cypress Wealth Services, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Cypress Wealth Services, LLC's Holdings Heat Map
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Cypress Wealth Services, LLC's Holdings Bubble Chart
Cypress Wealth Services, LLC News
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