Cypress Wealth Services, LLC
CIK 1721527 · Holdings on Sep 30, 2024 · First reported Oct 9, 2024
Top ten holdings
Q3 2024- IVV7.23%
- AAPL6.43%
- SPYM4.30%
- QUAL3.86%
- IVW3.39%
- DYNF3.15%
- EFG2.70%
- SCHZ2.55%
- EFV2.09%
- IUSB2.04%
Share classes counted separately37.74%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- EFVWeight increased · +0.67 pp1.42% → 2.09%Shares +55.36K (+45.88%)
- IVVWeight decreased · -0.45 pp7.68% → 7.23%Shares -2.47K (-3.92%)
- SPYMWeight decreased · -0.22 pp4.52% → 4.30%Shares -9.11K (-2.87%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $34.95M | 7.23% | 60.59K shares | 7.68% → 7.23%-0.45 pp -2.47K (-3.92%) | Reduced | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $31.11M | 6.43% | 133.52K shares | 6.22% → 6.43%+0.21 pp +817 (+0.62%) | Added | ↗▾ |
| 03 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $20.81M | 4.30% | 308.22K shares | 4.52% → 4.30%-0.22 pp -9.11K (-2.87%) | Reduced | ↗▾ |
| 04 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $18.67M | 3.86% | 104.13K shares | 3.98% → 3.86%-0.12 pp -625 (-0.60%) | Reduced | ↗▾ |
| 05 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $16.39M | 3.39% | 171.20K shares | 3.57% → 3.39%-0.18 pp -1.88K (-1.09%) | Reduced | ↗▾ |
| 06 | DYNFISHRS US E F R A ETF-USD INCUS EQT FACTOR View history and evidence | $15.25M | 3.15% | 308.19K shares | 3.19% → 3.15%-0.04 pp +2.74K (+0.90%) | Added | ↗▾ |
| 07 | EFGISHARES MSCI EAFE GROWTH ETFEAFE GRWTH ETF View history and evidence | $13.05M | 2.70% | 121.23K shares | 2.87% → 2.70%-0.17 pp -4.56K (-3.63%) | Reduced | ↗▾ |
| 08 | SCHZSCHWAB US AGGREGATE BOND ETFUS AGGREGATE B View history and evidence | $12.34M | 2.55% | 259.69K shares | 2.34% → 2.55%+0.21 pp +29.51K (+12.82%) | Added | ↗▾ |
| 09 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $10.13M | 2.09% | 176.02K shares | 1.42% → 2.09%+0.67 pp +55.36K (+45.88%) | Added | ↗▾ |
| 10 | IUSBISHR CR UNVRSE USD BD ETF-UICORE TOTAL USD View history and evidence | $9.85M | 2.04% | 209.09K shares | 1.88% → 2.04%+0.16 pp +22.37K (+11.98%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 19
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FJUL FT VEST US EQUITY BUFFER ETF | Non-derivative | -14,214 | -$654.70K | SEC filing ↗ | SEC filing ↗ |
| QJUN FT VEST NASDAQ-100 BUFFER ET | Non-derivative | -24,290 | -$642.96K | SEC filing ↗ | SEC filing ↗ |
| VTIP VANGUARD SHORT-TERM TIPS | Non-derivative | -13,111 | -$636.39K | SEC filing ↗ | SEC filing ↗ |
3 / 19 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1721527 · Period Sep 30, 2024
Data loaded Oct 15, 2026 · First reported Oct 9, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 483684182
}Research all 282 reported holdings.
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