HoldingsChannel.com
Cypress Wealth Services LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 62,449 +21,254 $20,186
     IVV62,449+21,254$20,186
APPLE INC      $15,653
     AAPL53,005-515$15,565
     Call400+400$117
     Put100+100$29
VANGUARD INDEX FDS (VOO) 30,515 +1,315 $9,026
     VOO30,515+1,315$9,026
PROCTER & GAMBLE CO 65,782 +133 $8,216
     PG65,782+133$8,216
ISHARES TR (GOVT) 299,038 +99,277 $7,757
     GOVT299,038+99,277$7,757
INVESCO QQQ TR 35,946 -1,324 $7,642
     QQQ35,946-1,324$7,642
JOHNSON & JOHNSON 51,756 -1,623 $7,550
     JNJ51,756-1,623$7,550
SPDR S&P 500 ETF TR (SPY) 22,969 -64 $7,393
     SPY22,969-64$7,393
VANGUARD INDEX FDS (VO) 38,449 -334 $6,851
     VO38,449-334$6,851
ISHARES TR (IEFA) 101,648 +44,073 $6,631
     IEFA101,648+44,073$6,631
VANGUARD WORLD FD (MGK) 44,885 -675 $6,538
     MGK44,885-675$6,538
VANGUARD SCOTTSDALE FDS (VCIT) 66,300 +4,158 $6,055
     VCIT66,300+4,158$6,055
ISHARES TR (PFF) 156,559 +5,649 $5,885
     PFF156,559+5,649$5,885
FIRST TR LRGE CP CORE ALPHA (FEX) 88,954 +3,880 $5,802
     FEX88,954+3,880$5,802
MCDONALDS CORP 28,542 -123 $5,640
     MCD28,542-123$5,640
JPMORGAN CHASE & CO 39,670 -92 $5,530
     JPM39,670-92$5,530
COCA COLA CO 99,350 -203 $5,499
     KO99,350-203$5,499
VANGUARD WHITEHALL FDS INC (VYM) 58,281 -521 $5,462
     VYM58,281-521$5,462
VANGUARD TAX MANAGED INTL FD (VEA) 119,249 -1,373 $5,254
     VEA119,249-1,373$5,254
ISHARES TR (USMV) 77,940 +9,813 $5,113
     USMV77,940+9,813$5,113
ISHARES TR (HYG) 58,009 +8,184 $5,101
     HYG58,009+8,184$5,101
ISHARES TR (ITOT) 61,481 +25,756 $4,469
     ITOT61,481+25,756$4,469
EXXON MOBIL CORP 63,283 -5,799 $4,416
     XOM63,283-5,799$4,416
VANGUARD INDEX FDS (VB) 26,164 +246 $4,334
     VB26,164+246$4,334
INTEL CORP 70,624 -1,161 $4,227
     INTC70,624-1,161$4,227
GOLDMAN SACHS ETF TR (GBIL) 41,351 +4,981 $4,141
     GBIL41,351+4,981$4,141
PHILIP MORRIS INTL INC 48,122 -261 $4,095
     PM48,122-261$4,095
SCHWAB STRATEGIC TR 52,387 -61,390 $4,024
     SCHX52,387-61,390$4,024
UNITED PARCEL SERVICE INC 33,369 -95 $3,906
     UPS33,369-95$3,906
MICROSOFT CORP 24,454 -477 $3,856
     MSFT24,454-477$3,856
ALTRIA GROUP INC 75,848 -1,852 $3,786
     MO75,848-1,852$3,786
CHEVRON CORP NEW 29,302 -423 $3,531
     CVX29,302-423$3,531
WALMART INC 29,665 -22 $3,525
     WMT29,665-22$3,525
S&P GLOBAL INC 12,633 -113 $3,449
     SPGI12,633-113$3,449
ENTERPRISE PRODS PARTNERS L 120,367 -274 $3,390
     EPD120,367-274$3,390
ISHARES INC (IEMG) 61,167 +35,838 $3,288
     IEMG61,167+35,838$3,288
SCHWAB STRATEGIC TR 61,086 +13,826 $3,264
     SCHZ61,086+13,826$3,264
ISHARES TR (MBB) 28,819 +4,745 $3,114
     MBB28,819+4,745$3,114
VANGUARD INDEX FDS (VV) 20,953 UNCH $3,098
     VV20,953UNCH$3,098
ABBOTT LABS 35,506 -304 $3,084
     ABT35,506-304$3,084
ISHARES TR (IGIB) 51,204 +9,185 $2,969
     IGIB51,204+9,185$2,969
PEPSICO INC 21,580 -130 $2,949
     PEP21,580-130$2,949
WELLS FARGO CO NEW 53,935 -11,750 $2,902
     WFC53,935-11,750$2,902
ABBVIE INC 31,763 +62 $2,812
     ABBV31,763+62$2,812
ISHARES TR (MUB) 24,559 +646 $2,798
     MUB24,559+646$2,798
DISNEY WALT CO 18,629 -250 $2,694
     DIS18,629-250$2,694
VANGUARD INDEX FDS (VTV) 22,369 +6,137 $2,681
     VTV22,369+6,137$2,681
VANGUARD INDEX FDS (VUG) 14,304 -310 $2,606
     VUG14,304-310$2,606
ISHARES TR (IWM) 15,665 -493 $2,595
     IWM15,665-493$2,595
ISHARES TR (QUAL) 24,397 +24,397 $2,464
     QUAL24,397+24,397$2,464

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 12/31/2019: $396,384
At 09/30/2019: $364,435

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

Copyright © 2013 - 2020, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.