HoldingsChannel.com
Cypress Wealth Services LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
APPLE INC 53,945 +20,140 $10,677
     AAPL53,945+20,340$10,677
ISHARES TR (IVV) 31,744 +3,422 $9,356
     IVV31,744+3,422$9,356
JOHNSON & JOHNSON 54,591 +2,756 $7,603
     JNJ54,591+2,756$7,603
PROCTER AND GAMBLE CO 66,602 +210 $7,303
     PG66,602+210$7,303
VANGUARD INDEX FDS (VOO) 26,465 +689 $7,123
     VOO26,465+689$7,123
SCHWAB STRATEGIC TR 94,915 +35,431 $6,662
     SCHX94,915+35,431$6,662
VANGUARD INDEX FDS (VO) 39,500 +1,485 $6,603
     VO39,500+1,485$6,603
INVESCO QQQ TR 34,836 -3,846 $6,505
     QQQ34,836-3,846$6,505
SPDR S&P 500 ETF TR (SPY) 22,076 +417 $6,468
     SPY22,076+417$6,468
MCDONALDS CORP 29,363 +227 $6,098
     MCD29,363+227$6,098
VANGUARD WORLD FD (MGK) 44,635 -439 $5,779
     MGK44,635-439$5,779
VANGUARD SCOTTSDALE FDS (VCIT) 59,325 -677 $5,330
     VCIT59,325-677$5,330
EXXON MOBIL CORP 67,571 +2,748 $5,178
     XOM67,571+2,748$5,178
FIRST TR LRGE CP CORE ALPHA (FEX) 84,419 +4,501 $5,170
     FEX84,419+4,501$5,170
ISHARES TR (PFF) 139,678 +4,287 $5,147
     PFF139,678+4,287$5,147
VANGUARD TAX MANAGED INTL FD (VEA) 123,352 +200 $5,145
     VEA123,352+200$5,145
COCA COLA CO 99,149 +1,113 $5,049
     KO99,149+1,113$5,049
VANGUARD WHITEHALL FDS INC (VYM) 55,371 -320 $4,838
     VYM55,371-320$4,838
JPMORGAN CHASE & CO 40,342 +1,077 $4,510
     JPM40,342+1,077$4,510
ISHARES TR (HYG) 50,124 +676 $4,370
     HYG50,124+676$4,370
FRANKLIN RES INC 121,140 UNCH $4,216
     BEN121,140UNCH$4,216
PHILIP MORRIS INTL INC 48,860 -15,131 $3,837
     PM48,860-15,131$3,837
VANGUARD INDEX FDS (VB) 24,477 +756 $3,835
     VB24,477+756$3,835
CHEVRON CORP NEW 30,084 +138 $3,744
     CVX30,084+138$3,744
ALTRIA GROUP INC 77,435 +1,970 $3,667
     MO77,435+1,970$3,667
SCHWAB STRATEGIC TR 114,140 +14,366 $3,663
     SCHF114,140+14,366$3,663
MICROSOFT CORP 27,253 +1,558 $3,651
     MSFT27,253+1,558$3,651
UNITED PARCEL SERVICE INC 33,819 +308 $3,493
     UPS33,819+308$3,493
ENTERPRISE PRODS PARTNERS L 120,333 +22 $3,474
     EPD120,333+22$3,474
INTEL CORP 71,561 +1,237 $3,426
     INTC71,561+1,237$3,426
WALMART INC 29,824 +835 $3,295
     WMT29,824+835$3,295
ISHARES TR (GOVT) 125,843 +125,843 $3,249
     GOVT125,843+125,843$3,249
SCHWAB STRATEGIC TR 42,956 +3,897 $3,030
     SCHB42,956+3,897$3,030
ABBOTT LABS 35,796 +573 $3,010
     ABT35,796+573$3,010
ISHARES TR (IEFA) 49,009 +7,885 $3,009
     IEFA49,009+7,885$3,009
PEPSICO INC 22,789 +162 $2,988
     PEP22,789+162$2,988
S&P GLOBAL INC 12,745 +13 $2,903
     SPGI12,745+13$2,903
VANGUARD INDEX FDS (VV) 20,953 UNCH $2,823
     VV20,953UNCH$2,823
GOLDMAN SACHS ETF TR (GBIL) 27,834 +2,929 $2,793
     GBIL27,834+2,929$2,793
DISNEY WALT CO 18,988 +1,177 $2,651
     DIS18,988+1,177$2,651
ISHARES TR (IWM) 16,919 +1,948 $2,631
     IWM16,919+1,948$2,631
BERKSHIRE HATHAWAY INC DEL      $2,599
     BRK.B12,193+473$2,599
VANGUARD INTL EQUITY INDEX F (VWO) 61,019 -1,360 $2,595
     VWO61,019-1,360$2,595
FIRST TR SML CP CORE ALPHA F (FYX) 40,525 +703 $2,491
     FYX40,525+703$2,491
AMAZON COM INC 1,299 -56 $2,460
     AMZN1,299-56$2,460
VANGUARD INDEX FDS (VUG) 14,592 +326 $2,384
     VUG14,592+326$2,384
ISHARES TR (USMV) 37,215 +14,197 $2,297
     USMV37,215+14,197$2,297
ABBVIE INC 31,538 +1,429 $2,293
     ABBV31,538+1,429$2,293
MONDELEZ INTL INC 41,384 +717 $2,231
     MDLZ41,384+717$2,231
SCHWAB STRATEGIC TR 84,124 +29,914 $2,207
     SCHE84,124+29,914$2,207

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 06/30/2019: $346,587
At 03/31/2019: $315,841

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 - 2019, 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.