$241 Million is the total value of Cypress Wealth Services, LLC's 205 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PM | New | PHILIP MORRIS INTL INC | $7,179,000 | – | 67,954 | +100.0% | 2.98% | – |
| JNJ | New | JOHNSON & JOHNSON | $6,752,000 | – | 48,329 | +100.0% | 2.80% | – |
| PG | New | PROCTER AND GAMBLE CO | $5,982,000 | – | 65,111 | +100.0% | 2.48% | – |
| VOO | New | VANGUARD INDEX FDS | $5,947,000 | – | 24,244 | +100.0% | 2.47% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $5,397,000 | – | 34,871 | +100.0% | 2.24% | – |
| MO | New | ALTRIA GROUP INC | $5,382,000 | – | 75,374 | +100.0% | 2.24% | – |
| VEA | New | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $5,042,000 | – | 112,401 | +100.0% | 2.09% | – |
| XOM | New | EXXON MOBIL CORP | $4,886,000 | – | 58,418 | +100.0% | 2.03% | – |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $4,751,000 | – | 42,672 | +100.0% | 1.97% | – |
| MCD | New | MCDONALDS CORP | $4,739,000 | – | 27,533 | +100.0% | 1.97% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $4,724,000 | – | 54,056 | +100.0% | 1.96% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $4,514,000 | – | 16,914 | +100.0% | 1.88% | – |
| KO | New | COCA COLA CO | $4,403,000 | – | 95,968 | +100.0% | 1.83% | – |
| PFF | New | ISHARES TRs&p us pfd stk | $4,370,000 | – | 114,797 | +100.0% | 1.82% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $4,322,000 | – | 36,277 | +100.0% | 1.80% | – |
| QQQ | New | POWERSHARES QQQ TRUSTunit ser 1 | $4,312,000 | – | 27,685 | +100.0% | 1.79% | – |
| JPM | New | JPMORGAN CHASE & CO | $4,085,000 | – | 38,196 | +100.0% | 1.70% | – |
| CVX | New | CHEVRON CORP NEW | $4,082,000 | – | 32,603 | +100.0% | 1.70% | – |
| AAPL | New | APPLE INC | $3,866,000 | – | 23,547 | +100.0% | 1.60% | – |
| VYM | New | VANGUARD WHITEHALL FDS INChigh div yld | $3,792,000 | – | 44,283 | +100.0% | 1.58% | – |
| HYG | New | ISHARES TRiboxx hi yd etf | $3,768,000 | – | 43,184 | +100.0% | 1.56% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $3,543,000 | – | 77,170 | +100.0% | 1.47% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $3,181,000 | – | 119,990 | +100.0% | 1.32% | – |
| INTC | New | INTEL CORP | $3,076,000 | – | 66,634 | +100.0% | 1.28% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $3,011,000 | – | 20,372 | +100.0% | 1.25% | – |
| SCHZ | New | SCHWAB STRATEGIC TRus aggregate b | $2,982,000 | – | 57,309 | +100.0% | 1.24% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $2,948,000 | – | 10,966 | +100.0% | 1.22% | – |
| WMT | New | WAL-MART STORES INC | $2,656,000 | – | 26,895 | +100.0% | 1.10% | – |
| ABBV | New | ABBVIE INC | $2,581,000 | – | 26,687 | +100.0% | 1.07% | – |
| PEP | New | PEPSICO INC | $2,456,000 | – | 20,482 | +100.0% | 1.02% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $2,421,000 | – | 33,338 | +100.0% | 1.00% | – |
| VDC | New | VANGUARD WORLD FDSconsum stp etf | $2,320,000 | – | 15,886 | +100.0% | 0.96% | – |
| SPGI | New | S&P GLOBAL INC | $2,084,000 | – | 12,301 | +100.0% | 0.86% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $2,029,000 | – | 14,425 | +100.0% | 0.84% | – |
| BLK | New | BLACKROCK INC | $1,919,000 | – | 3,736 | +100.0% | 0.80% | – |
| EFA | New | ISHARES TRmsci eafe etf | $1,892,000 | – | 26,905 | +100.0% | 0.79% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $1,749,000 | – | 40,869 | +100.0% | 0.73% | – |
| FEX | New | FIRST TR LRGE CP CORE ALPHA | $1,734,000 | – | 29,620 | +100.0% | 0.72% | – |
| TOTL | New | SSGA ACTIVE ETF TRspdr tr tactic | $1,723,000 | – | 35,428 | +100.0% | 0.72% | – |
| VNQ | New | VANGUARD INDEX FDSreit etf | $1,718,000 | – | 20,708 | +100.0% | 0.71% | – |
| ABT | New | ABBOTT LABS | $1,678,000 | – | 29,407 | +100.0% | 0.70% | – |
| MSFT | New | MICROSOFT CORP | $1,673,000 | – | 19,560 | +100.0% | 0.70% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,665,000 | – | 20,992 | +100.0% | 0.69% | – |
| DVY | New | ISHARES TRselect divid etf | $1,605,000 | – | 16,289 | +100.0% | 0.67% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $1,571,000 | – | 10,303 | +100.0% | 0.65% | – |
| PX | New | PRAXAIR INC | $1,562,000 | – | 10,097 | +100.0% | 0.65% | – |
| GE | New | GENERAL ELECTRIC CO | $1,514,000 | – | 86,744 | +100.0% | 0.63% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $1,499,000 | – | 1,423 | +100.0% | 0.62% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $1,493,000 | – | 28,200 | +100.0% | 0.62% | – |
| K | New | KELLOGG CO | $1,427,000 | – | 20,989 | +100.0% | 0.59% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $1,412,000 | – | 10,487 | +100.0% | 0.59% | – |
| FB | New | FACEBOOK INCcl a | $1,305,000 | – | 7,395 | +100.0% | 0.54% | – |
| STX | New | SEAGATE TECHNOLOGY PLC | $1,256,000 | – | 30,012 | +100.0% | 0.52% | – |
| MRK | New | MERCK & CO INC | $1,230,000 | – | 21,865 | +100.0% | 0.51% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $1,209,000 | – | 10,319 | +100.0% | 0.50% | – |
| DIA | New | SPDR DOW JONES INDL AVRG ETFut ser 1 | $1,186,000 | – | 4,795 | +100.0% | 0.49% | – |
| SBUX | New | STARBUCKS CORP | $1,136,000 | – | 19,781 | +100.0% | 0.47% | – |
| SYV | New | SSGA ACTIVE ETF TRmfs sys val eq | $1,133,000 | – | 17,113 | +100.0% | 0.47% | – |
| BDX | New | BECTON DICKINSON & CO | $1,134,000 | – | 5,296 | +100.0% | 0.47% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $1,098,000 | – | 5,539 | +100.0% | 0.46% | – |
| DIS | New | DISNEY WALT CO | $1,096,000 | – | 10,194 | +100.0% | 0.46% | – |
| FDX | New | FEDEX CORP | $1,078,000 | – | 4,321 | +100.0% | 0.45% | – |
| CORP | New | PIMCO ETF TRinv grd crp bd | $1,067,000 | – | 10,096 | +100.0% | 0.44% | – |
| KHC | New | KRAFT HEINZ CO | $1,049,000 | – | 13,494 | +100.0% | 0.44% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $1,021,000 | – | 19,951 | +100.0% | 0.42% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $1,015,000 | – | 8,165 | +100.0% | 0.42% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $989,000 | – | 20,989 | +100.0% | 0.41% | – |
| SCHF | New | SCHWAB STRATEGIC TRintl eqty etf | $985,000 | – | 28,898 | +100.0% | 0.41% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $956,000 | – | 14,818 | +100.0% | 0.40% | – |
| WFC | New | WELLS FARGO CO NEW | $943,000 | – | 15,536 | +100.0% | 0.39% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $939,000 | – | 14,715 | +100.0% | 0.39% | – |
| PFE | New | PFIZER INC | $922,000 | – | 25,445 | +100.0% | 0.38% | – |
| BA | New | BOEING CO | $905,000 | – | 3,070 | +100.0% | 0.38% | – |
| AMZN | New | AMAZON COM INC | $896,000 | – | 766 | +100.0% | 0.37% | – |
| T | New | AT&T INC | $893,000 | – | 22,968 | +100.0% | 0.37% | – |
| MDYV | New | SPDR SERIES TRUSTs&p 400 mdcp val | $877,000 | – | 8,529 | +100.0% | 0.36% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $856,000 | – | 12,271 | +100.0% | 0.36% | – |
| IEFA | New | ISHARES TRcore msci eafe | $845,000 | – | 12,781 | +100.0% | 0.35% | – |
| ILCV | New | ISHARES TRmrngstr lg-cp vl | $829,000 | – | 7,849 | +100.0% | 0.34% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $818,000 | – | 7,696 | +100.0% | 0.34% | – |
| PSX | New | PHILLIPS 66 | $810,000 | – | 8,009 | +100.0% | 0.34% | – |
| RPG | New | RYDEX ETF TRUSTgug s&p500 pu gr | $789,000 | – | 7,524 | +100.0% | 0.33% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $791,000 | – | 7,752 | +100.0% | 0.33% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $769,000 | – | 14,430 | +100.0% | 0.32% | – |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $765,000 | – | 2,277 | +100.0% | 0.32% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $761,000 | – | 727 | +100.0% | 0.32% | – |
| VTEB | New | VANGUARD MUN BD FD INCtax exempt bd | $756,000 | – | 14,627 | +100.0% | 0.31% | – |
| PGX | New | POWERSHARES ETF TR IIpfd portfolio | $749,000 | – | 50,395 | +100.0% | 0.31% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $726,000 | – | 4,730 | +100.0% | 0.30% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $688,000 | – | 4,126 | +100.0% | 0.29% | – |
| GSLC | New | GOLDMAN SACHS ETF TRequity etf | $686,000 | – | 12,859 | +100.0% | 0.28% | – |
| LOW | New | LOWES COS INC | $670,000 | – | 7,205 | +100.0% | 0.28% | – |
| HDV | New | ISHARES TRcore high dv etf | $670,000 | – | 7,433 | +100.0% | 0.28% | – |
| FNX | New | FIRST TR MID CAP CORE ALPHAD | $651,000 | – | 9,899 | +100.0% | 0.27% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $618,000 | – | 22,134 | +100.0% | 0.26% | – |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $610,000 | – | 10,315 | +100.0% | 0.25% | – |
| V | New | VISA INC | $606,000 | – | 5,318 | +100.0% | 0.25% | – |
| IDU | New | ISHARES TRu.s. utilits etf | $603,000 | – | 4,540 | +100.0% | 0.25% | – |
| PXD | New | PIONEER NAT RES CO | $597,000 | – | 3,453 | +100.0% | 0.25% | – |
| D | New | DOMINION ENERGY INC | $584,000 | – | 7,199 | +100.0% | 0.24% | – |
| XLNX | New | XILINX INC | $584,000 | – | 8,666 | +100.0% | 0.24% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $576,000 | – | 3,035 | +100.0% | 0.24% | – |
| IWO | New | ISHARES TRrus 2000 grw etf | $569,000 | – | 3,046 | +100.0% | 0.24% | – |
| BMY | New | BRISTOL MYERS SQUIBB CO | $555,000 | – | 9,054 | +100.0% | 0.23% | – |
| ENB | New | ENBRIDGE INC | $542,000 | – | 13,859 | +100.0% | 0.22% | – |
| FYX | New | FIRST TR SML CP CORE ALPHA F | $526,000 | – | 8,606 | +100.0% | 0.22% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $524,000 | – | 3,946 | +100.0% | 0.22% | – |
| IDLV | New | POWERSHARES ETF TR IIintl dev lowvl | $506,000 | – | 15,045 | +100.0% | 0.21% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $502,000 | – | 6,539 | +100.0% | 0.21% | – |
| BND | New | VANGUARD BD INDEX FD INCtotal bnd mrkt | $500,000 | – | 6,126 | +100.0% | 0.21% | – |
| DBEU | New | DBX ETF TRxtrack msci eurp | $502,000 | – | 17,665 | +100.0% | 0.21% | – |
| IBDL | New | ISHARES TRibonds dec20 etf | $496,000 | – | 19,603 | +100.0% | 0.21% | – |
| FTA | New | FIRST TR LRG CP VL ALPHADEX | $481,000 | – | 8,808 | +100.0% | 0.20% | – |
| AMGN | New | AMGEN INC | $470,000 | – | 2,704 | +100.0% | 0.20% | – |
| AEP | New | AMERICAN ELEC PWR INC | $456,000 | – | 6,193 | +100.0% | 0.19% | – |
| UTX | New | UNITED TECHNOLOGIES CORP | $425,000 | – | 3,328 | +100.0% | 0.18% | – |
| IWC | New | ISHARES TRmicro-cap etf | $421,000 | – | 4,398 | +100.0% | 0.18% | – |
| GNL | New | GLOBAL NET LEASE INC | $419,000 | – | 20,383 | +100.0% | 0.17% | – |
| DUK | New | DUKE ENERGY CORP NEW | $414,000 | – | 4,919 | +100.0% | 0.17% | – |
| HON | New | HONEYWELL INTL INC | $412,000 | – | 2,689 | +100.0% | 0.17% | – |
| SLB | New | SCHLUMBERGER LTD | $407,000 | – | 6,038 | +100.0% | 0.17% | – |
| WPM | New | WHEATON PRECIOUS METALS CORP | $406,000 | – | 18,348 | +100.0% | 0.17% | – |
| FNV | New | FRANCO NEVADA CORP | $404,000 | – | 5,054 | +100.0% | 0.17% | – |
| IBDN | New | ISHARES TRibonds dec22 etf | $396,000 | – | 15,870 | +100.0% | 0.16% | – |
| HFRO | New | HIGHLAND FLOATNG RATE OPPRT | $381,000 | – | 24,589 | +100.0% | 0.16% | – |
| SPEU | New | SPDR INDEX SHS FDSstoxx eur 50 etf | $379,000 | – | 10,550 | +100.0% | 0.16% | – |
| SPGM | New | SPDR INDEX SHS FDSmsci acwi etf | $370,000 | – | 4,688 | +100.0% | 0.15% | – |
| HD | New | HOME DEPOT INC | $369,000 | – | 1,949 | +100.0% | 0.15% | – |
| EWEM | New | RYDEX ETF TRUSTgug emk ctr etf | $363,000 | – | 10,449 | +100.0% | 0.15% | – |
| O | New | REALTY INCOME CORP | $362,000 | – | 6,341 | +100.0% | 0.15% | – |
| IWN | New | ISHARES TRrus 2000 val etf | $361,000 | – | 2,873 | +100.0% | 0.15% | – |
| UNP | New | UNION PAC CORP | $362,000 | – | 2,698 | +100.0% | 0.15% | – |
| SRE | New | SEMPRA ENERGY | $350,000 | – | 3,275 | +100.0% | 0.14% | – |
| SO | New | SOUTHERN CO | $343,000 | – | 7,128 | +100.0% | 0.14% | – |
| IDV | New | ISHARES TRintl sel div etf | $335,000 | – | 9,908 | +100.0% | 0.14% | – |
| IBDM | New | ISHARES TRibonds dec21 etf | $334,000 | – | 13,458 | +100.0% | 0.14% | – |
| ORCL | New | ORACLE CORP | $325,000 | – | 6,884 | +100.0% | 0.14% | – |
| FTEC | New | FIDELITYmsci info tech i | $326,000 | – | 6,515 | +100.0% | 0.14% | – |
| VTR | New | VENTAS INC | $313,000 | – | 5,213 | +100.0% | 0.13% | – |
| WELL | New | WELLTOWER INC | $312,000 | – | 4,894 | +100.0% | 0.13% | – |
| ACWV | New | ISHARES INCmin vol gbl etf | $314,000 | – | 3,718 | +100.0% | 0.13% | – |
| WDIV | New | SPDR INDEX SHS FDSs&p glbdiv etf | $311,000 | – | 4,385 | +100.0% | 0.13% | – |
| EQT | New | EQT CORP | $307,000 | – | 5,400 | +100.0% | 0.13% | – |
| BNDX | New | VANGUARD CHARLOTTE FDSintl bd idx etf | $301,000 | – | 5,543 | +100.0% | 0.12% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $295,000 | – | 1,949 | +100.0% | 0.12% | – |
| SPBO | New | SPDR SERIES TRUSTblombrg brc corp | $296,000 | – | 9,171 | +100.0% | 0.12% | – |
| AG | New | FIRST MAJESTIC SILVER CORP | $294,000 | – | 43,660 | +100.0% | 0.12% | – |
| COST | New | COSTCO WHSL CORP NEW | $291,000 | – | 1,564 | +100.0% | 0.12% | – |
| CSCO | New | CISCO SYS INC | $282,000 | – | 7,366 | +100.0% | 0.12% | – |
| LAMR | New | LAMAR ADVERTISING CO NEWcl a | $278,000 | – | 3,748 | +100.0% | 0.12% | – |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $278,000 | – | 4,620 | +100.0% | 0.12% | – |
| EMR | New | EMERSON ELEC CO | $276,000 | – | 3,964 | +100.0% | 0.12% | – |
| LNT | New | ALLIANT ENERGY CORP | $271,000 | – | 6,353 | +100.0% | 0.11% | – |
| IBDH | New | ISHARES TRibonds dec18 etf | $273,000 | – | 10,855 | +100.0% | 0.11% | – |
| IBDK | New | ISHARES TRibonds dec19 etf | $272,000 | – | 10,951 | +100.0% | 0.11% | – |
| MMM | New | 3M CO | $267,000 | – | 1,135 | +100.0% | 0.11% | – |
| HSBC | New | HSBC HLDGS PLCspon adr new | $265,000 | – | 5,134 | +100.0% | 0.11% | – |
| AXP | New | AMERICAN EXPRESS CO | $266,000 | – | 2,681 | +100.0% | 0.11% | – |
| BAB | New | POWERSHARES ETF TR IItxble mun prtflo | $260,000 | – | 8,484 | +100.0% | 0.11% | – |
| VOD | New | VODAFONE GROUP PLC NEWsponsored adr | $261,000 | – | 8,186 | +100.0% | 0.11% | – |
| HYMB | New | SPDR SERIES TRUSTnuv hghyld mun | $260,000 | – | 4,675 | +100.0% | 0.11% | – |
| IBDQ | New | ISHARES TRibonds dec25 etf | $259,000 | – | 10,345 | +100.0% | 0.11% | – |
| REM | New | ISHARES TRmortge rel etf | $257,000 | – | 5,686 | +100.0% | 0.11% | – |
| FDM | New | FIRST TR DJS MICROCAP INDEX | $255,000 | – | 5,382 | +100.0% | 0.11% | – |
| F | New | FORD MTR CO DEL | $254,000 | – | 20,352 | +100.0% | 0.10% | – |
| PHB | New | POWERSHARES ETF TR IIfdm hg yld rafi | $250,000 | – | 13,190 | +100.0% | 0.10% | – |
| OEF | New | ISHARES TRs&p 100 etf | $247,000 | – | 2,080 | +100.0% | 0.10% | – |
| IBDO | New | ISHARES TRibonds dec23 etf | $246,000 | – | 9,824 | +100.0% | 0.10% | – |
| CDK | New | CDK GLOBAL INC | $244,000 | – | 3,424 | +100.0% | 0.10% | – |
| HBI | New | HANESBRANDS INC | $242,000 | – | 11,558 | +100.0% | 0.10% | – |
| TSLA | New | TESLA INC | $242,000 | – | 778 | +100.0% | 0.10% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $242,000 | – | 2,005 | +100.0% | 0.10% | – |
| IYG | New | ISHARES TRu.s. fin svc etf | $242,000 | – | 1,855 | +100.0% | 0.10% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $239,000 | – | 937 | +100.0% | 0.10% | – |
| BAC | New | BANK AMER CORP | $239,000 | – | 8,089 | +100.0% | 0.10% | – |
| CMP | New | COMPASS MINERALS INTL INC | $236,000 | – | 3,271 | +100.0% | 0.10% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $232,000 | – | 2,566 | +100.0% | 0.10% | – |
| BBT | New | BB&T CORP | $232,000 | – | 4,664 | +100.0% | 0.10% | – |
| EFV | New | ISHARES TReafe value etf | $226,000 | – | 4,087 | +100.0% | 0.09% | – |
| MSA | New | MSA SAFETY INC | $224,000 | – | 9,900 | +100.0% | 0.09% | – |
| CL | New | COLGATE PALMOLIVE CO | $222,000 | – | 2,948 | +100.0% | 0.09% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $218,000 | – | 1,791 | +100.0% | 0.09% | – |
| HPQ | New | HP INC | $220,000 | – | 10,481 | +100.0% | 0.09% | – |
| GIS | New | GENERAL MLS INC | $216,000 | – | 3,648 | +100.0% | 0.09% | – |
| HAL | New | HALLIBURTON CO | $217,000 | – | 4,441 | +100.0% | 0.09% | – |
| WTMF | New | WISDOMTREE TRfutre strat fd | $211,000 | – | 5,274 | +100.0% | 0.09% | – |
| MYC | New | BLACKROCK MUNIYIELD CALIF FD | $213,000 | – | 14,381 | +100.0% | 0.09% | – |
| UTG | New | REAVES UTIL INCOME FD | $213,000 | – | 6,880 | +100.0% | 0.09% | – |
| AMLP | New | ALPS ETF TRalerian mlp | $210,000 | – | 19,477 | +100.0% | 0.09% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $206,000 | – | 2,488 | +100.0% | 0.09% | – |
| CPB | New | CAMPBELL SOUP CO | $208,000 | – | 4,329 | +100.0% | 0.09% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $204,000 | – | 1,431 | +100.0% | 0.08% | – |
| SYY | New | SYSCO CORP | $202,000 | – | 3,334 | +100.0% | 0.08% | – |
| FSM | New | FORTUNA SILVER MINES INC | $200,000 | – | 38,250 | +100.0% | 0.08% | – |
| KMI | New | KINDER MORGAN INC DEL | $195,000 | – | 10,800 | +100.0% | 0.08% | – |
| NAD | New | NUVEEN QUALITY MUNCP INCOME | $192,000 | – | 13,657 | +100.0% | 0.08% | – |
| MUC | New | BLACKROCK MUNIHLDNGS CALI QL | $187,000 | – | 13,185 | +100.0% | 0.08% | – |
| DOC | New | PHYSICIANS RLTY TR | $180,000 | – | 10,000 | +100.0% | 0.08% | – |
| NLY | New | ANNALY CAP MGMT INC | $145,000 | – | 12,229 | +100.0% | 0.06% | – |
| SVM | New | SILVERCORP METALS INC | $105,000 | – | 39,900 | +100.0% | 0.04% | – |
| GIM | New | TEMPLETON GLOBAL INCOME FD | $79,000 | – | 12,250 | +100.0% | 0.03% | – |
| PPT | New | PUTNAM PREMIER INCOME TRsh ben int | $80,000 | – | 15,000 | +100.0% | 0.03% | – |
| AXU | New | ALEXCO RESOURCE CORP | $46,000 | – | 28,700 | +100.0% | 0.02% | – |
| PLUG | New | PLUG POWER INC | $35,000 | – | 15,000 | +100.0% | 0.02% | – |
| ONVO | New | ORGANOVO HLDGS INC | $16,000 | – | 12,000 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 26 | Q2 2024 | 9.0% |
| APPLE INC | 26 | Q2 2024 | 7.0% |
| VANGUARD WORLD FD | 26 | Q2 2024 | 2.8% |
| SPDR S&P 500 ETF TR | 26 | Q2 2024 | 2.2% |
| VANGUARD INDEX FDS | 26 | Q2 2024 | 2.7% |
| VANGUARD INDEX FDS | 26 | Q2 2024 | 2.5% |
| ISHARES TR | 26 | Q2 2024 | 2.1% |
| VANGUARD WHITEHALL FDS INC | 26 | Q2 2024 | 2.0% |
| VANGUARD SCOTTSDALE FDS | 26 | Q2 2024 | 2.2% |
| VANGUARD TAX-MANAGED INTL FD | 26 | Q2 2024 | 2.2% |
View Cypress Wealth Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-07-12 |
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-07 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-27 |
View Cypress Wealth Services, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.