HoldingsChannel.com
Cypress Wealth Services LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 41,195 +9,451 $12,298
     IVV41,195+9,451$12,298
APPLE INC 53,520 -425 $11,987
     AAPL53,520-425$11,987
PROCTER & GAMBLE CO 65,649 -953 $8,165
     PG65,649-953$8,165
SCHWAB STRATEGIC TR 113,777 +18,862 $8,070
     SCHX113,777+18,862$8,070
VANGUARD INDEX FDS (VOO) 29,200 +2,735 $7,960
     VOO29,200+2,735$7,960
INVESCO QQQ TR 37,270 +2,434 $7,037
     QQQ37,270+2,434$7,037
JOHNSON & JOHNSON 53,379 -1,212 $6,906
     JNJ53,379-1,212$6,906
SPDR S&P 500 ETF TR (SPY) 23,033 +957 $6,835
     SPY23,033+957$6,835
VANGUARD INDEX FDS (VO) 38,783 -717 $6,500
     VO38,783-717$6,500
MCDONALDS CORP 28,665 -698 $6,155
     MCD28,665-698$6,155
VANGUARD WORLD FD (MGK) 45,560 +925 $6,044
     MGK45,560+925$6,044
VANGUARD SCOTTSDALE FDS (VCIT) 62,142 +2,817 $5,670
     VCIT62,142+2,817$5,670
ISHARES TR (PFF) 150,910 +11,232 $5,664
     PFF150,910+11,232$5,664
COCA COLA CO 99,553 +404 $5,420
     KO99,553+404$5,420
ISHARES TR (GOVT) 199,761 +73,918 $5,259
     GOVT199,761+73,918$5,259
VANGUARD WHITEHALL FDS INC (VYM) 58,802 +3,431 $5,217
     VYM58,802+3,431$5,217
FIRST TR LRGE CP CORE ALPHA (FEX) 85,074 +655 $5,181
     FEX85,074+655$5,181
VANGUARD TAX MANAGED INTL FD (VEA) 120,622 -2,730 $4,955
     VEA120,622-2,730$4,955
EXXON MOBIL CORP 69,082 +1,511 $4,878
     XOM69,082+1,511$4,878
JPMORGAN CHASE & CO 39,762 -580 $4,680
     JPM39,762-580$4,680
ISHARES TR (USMV) 68,127 +30,912 $4,367
     USMV68,127+30,912$4,367
ISHARES TR (HYG) 49,825 -299 $4,343
     HYG49,825-299$4,343
UNITED PARCEL SERVICE INC 33,464 -355 $4,010
     UPS33,464-355$4,010
VANGUARD INDEX FDS (VB) 25,918 +1,441 $3,989
     VB25,918+1,441$3,989
INTEL CORP 71,785 +224 $3,699
     INTC71,785+224$3,699
PHILIP MORRIS INTL INC 48,383 -477 $3,674
     PM48,383-477$3,674
GOLDMAN SACHS ETF TR (GBIL) 36,370 +8,536 $3,651
     GBIL36,370+8,536$3,651
CHEVRON CORP NEW 29,725 -359 $3,525
     CVX29,725-359$3,525
WALMART INC 29,687 -137 $3,523
     WMT29,687-137$3,523
ISHARES TR (IEFA) 57,575 +8,566 $3,516
     IEFA57,575+8,566$3,516
SCHWAB STRATEGIC TR 109,671 -4,469 $3,494
     SCHF109,671-4,469$3,494
MICROSOFT CORP 24,931 -2,322 $3,466
     MSFT24,931-2,322$3,466
ENTERPRISE PRODS PARTNERS L 120,641 +308 $3,448
     EPD120,641+308$3,448
WELLS FARGO CO NEW 65,685 +49,882 $3,313
     WFC65,685+49,882$3,313
ALTRIA GROUP INC 77,700 +265 $3,178
     MO77,700+265$3,178
S&P GLOBAL INC 12,746 +1 $3,122
     SPGI12,746+1$3,122
ABBOTT LABS 35,810 +14 $2,996
     ABT35,810+14$2,996
PEPSICO INC 21,710 -1,079 $2,976
     PEP21,710-1,079$2,976
VANGUARD INDEX FDS (VV) 20,953 UNCH $2,857
     VV20,953UNCH$2,857
SCHWAB STRATEGIC TR 39,117 -3,839 $2,778
     SCHB39,117-3,839$2,778
ISHARES TR (MUB) 23,913 +12,103 $2,728
     MUB23,913+12,103$2,728
ISHARES TR (MBB) 24,074 +14,010 $2,607
     MBB24,074+14,010$2,607
BERKSHIRE HATHAWAY INC DEL      $2,549
     BRK.B12,254+61$2,549
SCHWAB STRATEGIC TR 47,260 +8,861 $2,545
     SCHZ47,260+8,861$2,545
DISNEY WALT CO 18,879 -109 $2,460
     DIS18,879-109$2,460
ISHARES TR (IWM) 16,158 -761 $2,445
     IWM16,158-761$2,445
ISHARES TR (IGIB) 42,019 +16,921 $2,434
     IGIB42,019+16,921$2,434
VANGUARD INDEX FDS (VUG) 14,614 +22 $2,430
     VUG14,614+22$2,430
ABBVIE INC 31,701 +163 $2,400
     ABBV31,701+163$2,400
ISHARES TR (ITOT) 35,725 +9,267 $2,396
     ITOT35,725+9,267$2,396

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 09/30/2019: $364,435
At 06/30/2019: $346,587

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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