Cypress Wealth Services, LLC - Portfolio overview

Cypress Wealth Services, LLC has 422 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 5.64%
2. IVV - ISHARES TR, 4.05%
3. SPYM - SPDR SERIES TRUST, 3.70%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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