$234 Million is the total value of Cypress Wealth Services, LLC's 197 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BA | New | BOEING COcall | $525,000 | – | 1,600 | +100.0% | 0.22% | – |
| IBDL | New | ISHARES TRibonds dec20 etf | $492,000 | – | 19,615 | +100.0% | 0.21% | – |
| HFRO | New | HIGHLAND FLOATNG RATE OPPRT | $398,000 | – | 24,907 | +100.0% | 0.17% | – |
| IBDN | New | ISHARES TRibonds dec22 etf | $375,000 | – | 15,310 | +100.0% | 0.16% | – |
| IBDM | New | ISHARES TRibonds dec21 etf | $329,000 | – | 13,459 | +100.0% | 0.14% | – |
| IBDH | New | ISHARES TRibonds dec18 etf | $273,000 | – | 10,866 | +100.0% | 0.12% | – |
| IBDK | New | ISHARES TRibonds dec19 etf | $272,000 | – | 10,965 | +100.0% | 0.12% | – |
| IFV | New | FIRST TR EXCHANGE TRADED FDdorsey wright | $256,000 | – | 11,500 | +100.0% | 0.11% | – |
| IBDO | New | ISHARES TRibonds dec23 etf | $250,000 | – | 10,230 | +100.0% | 0.11% | – |
| IBDQ | New | ISHARES TRibonds dec25 etf | $247,000 | – | 10,161 | +100.0% | 0.10% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $230,000 | – | 6,727 | +100.0% | 0.10% | – |
| HEDJ | New | WISDOMTREE TReurope hedged eq | $222,000 | – | 3,539 | +100.0% | 0.10% | – |
| NAD | New | NUVEEN QUALITY MUNCP INCOME | $166,000 | – | 12,654 | +100.0% | 0.07% | – |
| AAPL | New | APPLE INCcall | $134,000 | – | 1,900 | +100.0% | 0.06% | – |
| FB | New | FACEBOOK INCcall | $0 | – | 100 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-01
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.