HoldingsChannel.com
Cypress Wealth Services LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES TR (IVV) 71,662 +9,213 $18,518
     IVV71,662+9,213$18,518
APPLE INC      $13,926
     AAPL54,667+1,662$13,901
     Call100-300$25
ISHARES TR (GOVT) 347,491 +48,453 $9,733
     GOVT347,491+48,453$9,733
VANGUARD INDEX FDS (VOO) 38,080 +7,565 $9,018
     VOO38,080+7,565$9,018
SPDR S&P 500 ETF TR (SPY) 29,527 +6,558 $7,611
     SPY29,527+6,558$7,611
PROCTER & GAMBLE CO 65,344 -438 $7,188
     PG65,344-438$7,188
INVESCO QQQ TR 37,363 +1,417 $7,114
     QQQ37,363+1,417$7,114
JOHNSON & JOHNSON 52,055 +299 $6,826
     JNJ52,055+299$6,826
VANGUARD SCOTTSDALE FDS (VCIT) 65,666 -634 $5,719
     VCIT65,666-634$5,719
ISHARES TR (IEFA) 108,159 +6,511 $5,396
     IEFA108,159+6,511$5,396
ISHARES TR (PFF) 159,322 +2,763 $5,073
     PFF159,322+2,763$5,073
VANGUARD WORLD FD (MGK) 39,427 -5,458 $5,010
     MGK39,427-5,458$5,010
MCDONALDS CORP 29,819 +1,277 $4,931
     MCD29,819+1,277$4,931
ISHARES TR (USMV) 84,814 +6,874 $4,581
     USMV84,814+6,874$4,581
VANGUARD INDEX FDS (VO) 33,491 -4,958 $4,409
     VO33,491-4,958$4,409
COCA COLA CO 98,696 -654 $4,367
     KO98,696-654$4,367
ISHARES TR (QUAL) 53,686 +29,289 $4,351
     QUAL53,686+29,289$4,351
GOLDMAN SACHS ETF TR (GBIL) 41,499 +148 $4,182
     GBIL41,499+148$4,182
ISHARES TR (HYG) 53,507 -4,502 $4,124
     HYG53,507-4,502$4,124
MICROSOFT CORP 25,471 +1,017 $4,017
     MSFT25,471+1,017$4,017
VANGUARD WHITEHALL FDS (VYM) 55,841 -2,440 $3,951
     VYM55,841-2,440$3,951
INTEL CORP 71,050 +426 $3,845
     INTC71,050+426$3,845
VANGUARD TAX MANAGED INTL FD (VEA) 112,491 -6,758 $3,750
     VEA112,491-6,758$3,750
JPMORGAN CHASE & CO 40,499 +829 $3,646
     JPM40,499+829$3,646
ISHARES TR (ITOT) 63,562 +2,081 $3,636
     ITOT63,562+2,081$3,636
PHILIP MORRIS INTL INC 47,935 -187 $3,497
     PM47,935-187$3,497
SCHWAB STRATEGIC TR 62,376 +1,290 $3,385
     SCHZ62,376+1,290$3,385
WALMART INC 29,674 +9 $3,372
     WMT29,674+9$3,372
ISHARES TR (ESGU) 58,424 +58,424 $3,359
     ESGU58,424+58,424$3,359
ISHARES TR (IGIB) 59,597 +8,393 $3,273
     IGIB59,597+8,393$3,273
ISHARES TR (MUB) 28,803 +4,244 $3,255
     MUB28,803+4,244$3,255
S&P GLOBAL INC 12,633 UNCH $3,096
     SPGI12,633UNCH$3,096
SCHWAB STRATEGIC TR 49,646 -2,741 $3,041
     SCHX49,646-2,741$3,041
FIRST TR LRGE CP CORE ALPHA (FEX) 62,600 -26,354 $2,982
     FEX62,600-26,354$2,982
UNITED PARCEL SERVICE INC 31,665 -1,704 $2,958
     UPS31,665-1,704$2,958
ALTRIA GROUP INC 75,863 +15 $2,934
     MO75,863+15$2,934
ABBOTT LABS 35,826 +320 $2,827
     ABT35,826+320$2,827
ISHARES TR (MBB) 25,433 -3,386 $2,809
     MBB25,433-3,386$2,809
AMAZON COM INC 1,406 +108 $2,741
     AMZN1,406+108$2,741
MATCH GROUP INC 40,785 +40,785 $2,693
     MTCH40,785+40,785$2,693
VANGUARD INDEX FDS (VB) 22,794 -3,370 $2,631
     VB22,794-3,370$2,631
PEPSICO INC 21,796 +216 $2,618
     PEP21,796+216$2,618
VANGUARD INDEX FDS (VV) 20,953 UNCH $2,481
     VV20,953UNCH$2,481
ABBVIE INC 32,017 +254 $2,439
     ABBV32,017+254$2,439
VANGUARD INDEX FDS (VUG) 15,349 +1,045 $2,405
     VUG15,349+1,045$2,405
ISHARES U S ETF TR (NEAR) 46,003 +6,793 $2,231
     NEAR46,003+6,793$2,231
VANGUARD INDEX FDS (VTV) 24,001 +1,632 $2,138
     VTV24,001+1,632$2,138
ISHARES TR (IXN) 11,374 +1,118 $2,074
     IXN11,374+1,118$2,074
MONDELEZ INTL INC 41,388 +1 $2,073
     MDLZ41,388+1$2,073
BERKSHIRE HATHAWAY INC DEL      $2,067
     BRK.B11,305+849$2,067

See Full List: All Stocks Held By Cypress Wealth Services LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Cypress Wealth Services LLC

Size ($ in 1000's)
At 03/31/2020: $339,937
At 12/31/2019: $396,384

Cypress Wealth Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cypress Wealth Services LLC 13F filings. Link to 13F filings: SEC filings

Cypress Wealth Services LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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