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Cypress Wealth Services LLC Top Holdings
As of  09/30/2022, below is a summary of the Cypress Wealth Services LLC top holdings by largest position size, as per the latest 13f filing made by Cypress Wealth Services LLC. In the Cypress Wealth Services LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Cypress Wealth Services LLC in that top holding, then the share count change between reporting periods, and finally the Cypress Wealth Services LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
ISHARES TR (IVV) 71,085 +1,313 $25,898
     IVV71,085+1,313$25,898
ISHARES TR (ESGU) 230,541 -11,949 $18,591
     ESGU230,541-11,949$18,591
APPLE INC 132,186 +799 $18,518
     AAPL132,186+799$18,518
ISHARES TR (IUSB) 158,672 -16,474 $7,021
     IUSB158,672-16,474$7,021
ISHARES TR (GOVT) 304,654 +63,134 $6,894
     GOVT304,654+63,134$6,894
VANGUARD WORLD FD (MGK) 35,640 -225 $6,261
     MGK35,640-225$6,261
ISHARES TR (EFG) 80,242 +10,216 $5,919
     EFG80,242+10,216$5,919
ISHARES TR (PFF) 185,658 -1,274 $5,813
     PFF185,658-1,274$5,813
VANGUARD WHITEHALL FDS (VYM) 58,062 -230 $5,630
     VYM58,062-230$5,630
SPDR S&P 500 ETF TR (SPY) 15,370 -1,153 $5,576
     SPY15,370-1,153$5,576
ISHARES TR (EFV) 131,896 -40,060 $5,180
     EFV131,896-40,060$5,180
VANGUARD INDEX FDS (VO) 26,893 -293 $5,168
     VO26,893-293$5,168
UNITED PARCEL SERVICE INC 27,443 -2,966 $4,367
     UPS27,443-2,966$4,367
VANGUARD INDEX FDS (VOO) 12,800 +32 $4,267
     VOO12,800+32$4,267
VANGUARD INDEX FDS (VB) 23,750 -1 $4,173
     VB23,750-1$4,173
VANGUARD SCOTTSDALE FDS (VCIT) 53,685 -2,874 $4,052
     VCIT53,685-2,874$4,052
ISHARES TR (HYG) 54,190 -218 $3,908
     HYG54,190-218$3,908
VANGUARD MALVERN FDS (VTIP) 79,552 -4,611 $3,785
     VTIP79,552-4,611$3,785
VANGUARD TAX MANAGED FDS (VEA) 94,792 -632 $3,504
     VEA94,792-632$3,504
ISHARES TR (USMV) 51,714 +14,380 $3,431
     USMV51,714+14,380$3,431
SPDR SER TR (SPLG) 63,931 +58,879 $2,727
     SPLG63,931+58,879$2,727
VANGUARD WORLD FDS (VDC) 15,457 -132 $2,652
     VDC15,457-132$2,652
ISHARES TR (IJR) 28,463 +10,431 $2,546
     IJR28,463+10,431$2,546
ISHARES TR (DVY) 23,088 +184 $2,503
     DVY23,088+184$2,503
ISHARES INC (EEMV) 45,763 -3,486 $2,340
     EEMV45,763-3,486$2,340
ISHARES TR (OEF) 14,246 -3,959 $2,337
     OEF14,246-3,959$2,337
TESLA INC 10,446 +6,926 $2,330
     TSLA10,446+6,926$2,330
SCHWAB STRATEGIC TR 33,981 +1,569 $2,297
     SCHD33,981+1,569$2,297
DIMENSIONAL ETF TRUST (DFUV) 73,631 +163 $2,260
     DFUV73,631+163$2,260
BERKSHIRE HATHAWAY INC DEL      $2,199
     BRK.B8,173-1,182$2,199
ISHARES TR (AGG) 22,926 +4,147 $2,196
     AGG22,926+4,147$2,196
ISHARES TR (MUB) 21,033 -8,811 $2,177
     MUB21,033-8,811$2,177
SCHWAB STRATEGIC TR 47,780 +5,621 $2,152
     SCHZ47,780+5,621$2,152
AMAZON COM INC 17,782 -1,268 $2,037
     AMZN17,782-1,268$2,037
DIMENSIONAL ETF TRUST (DFAS) 40,279 +171 $1,935
     DFAS40,279+171$1,935
ISHARES TR (IVLU) 95,900 +40,471 $1,935
     IVLU95,900+40,471$1,935
SPDR SER TR (TFI) 43,455 +24,408 $1,929
     TFI43,455+24,408$1,929
MICROSOFT CORP 8,224 -541 $1,926
     MSFT8,224-541$1,926
ISHARES TR (HDV) 20,254 -3,854 $1,919
     HDV20,254-3,854$1,919
ISHARES INC (ESGE) 64,946 -16,692 $1,830
     ESGE64,946-16,692$1,830
ISHARES TR (TIP) 15,844 -9,443 $1,672
     TIP15,844-9,443$1,672
ISHARES TR (QUAL) 15,405 +5,636 $1,632
     QUAL15,405+5,636$1,632
VANGUARD INDEX FDS (VV) 9,478 +1 $1,573
     VV9,478+1$1,573
INNOVATOR ETFS TR (UJUN) 59,657 UNCH $1,560
     UJUN59,657UNCH$1,560
ISHARES TR (SUSL) 24,804 -459 $1,545
     SUSL24,804-459$1,545
INVESCO QQQ TR 5,718 -292 $1,539
     QQQ5,718-292$1,539
FIRST TR EXCHNG TRADED FD VI (DAPR) 51,937 UNCH $1,496
     DAPR51,937UNCH$1,496
ALPHABET INC 15,066 +14,111 $1,487
     GOOGL15,066+14,111$1,487
JOHNSON & JOHNSON 9,282 +81 $1,487
     JNJ9,282+81$1,487
CHEVRON CORP NEW 8,790 +651 $1,407
     CVX8,790+651$1,407

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 09/30/2022: $294,020
At 06/30/2022: $313,474

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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