$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NAD | Exit | NUVEEN QUALITY MUNCP INCOME | $0 | – | -13,657 | -100.0% | -0.08% | – |
| KMI | Exit | KINDER MORGAN INC DEL | $0 | – | -10,800 | -100.0% | -0.08% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -1,431 | -100.0% | -0.08% | – |
| CPB | Exit | CAMPBELL SOUP CO | $0 | – | -4,329 | -100.0% | -0.09% | – |
| UTG | Exit | REAVES UTIL INCOME FD | $0 | – | -6,880 | -100.0% | -0.09% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -3,648 | -100.0% | -0.09% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -1,791 | -100.0% | -0.09% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -2,948 | -100.0% | -0.09% | – |
| MSA | Exit | MSA SAFETY INC | $0 | – | -9,900 | -100.0% | -0.09% | – |
| CMP | Exit | COMPASS MINERALS INTL INC | $0 | – | -3,271 | -100.0% | -0.10% | – |
| TSLA | Exit | TESLA INC | $0 | – | -778 | -100.0% | -0.10% | – |
| IBDO | Exit | ISHARES TRibonds dec23 etf | $0 | – | -9,824 | -100.0% | -0.10% | – |
| IBDQ | Exit | ISHARES TRibonds dec25 etf | $0 | – | -10,345 | -100.0% | -0.11% | – |
| IBDK | Exit | ISHARES TRibonds dec19 etf | $0 | – | -10,951 | -100.0% | -0.11% | – |
| IBDH | Exit | ISHARES TRibonds dec18 etf | $0 | – | -10,855 | -100.0% | -0.11% | – |
| IBDM | Exit | ISHARES TRibonds dec21 etf | $0 | – | -13,458 | -100.0% | -0.14% | – |
| EWEM | Exit | RYDEX ETF TRUSTgug emk ctr etf | $0 | – | -10,449 | -100.0% | -0.15% | – |
| HFRO | Exit | HIGHLAND FLOATNG RATE OPPRT | $0 | – | -24,589 | -100.0% | -0.16% | – |
| IBDN | Exit | ISHARES TRibonds dec22 etf | $0 | – | -15,870 | -100.0% | -0.16% | – |
| AEP | Exit | AMERICAN ELEC PWR INC | $0 | – | -6,193 | -100.0% | -0.19% | – |
| IBDL | Exit | ISHARES TRibonds dec20 etf | $0 | – | -19,603 | -100.0% | -0.21% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -4,730 | -100.0% | -0.30% | – |
| RPG | Exit | RYDEX ETF TRUSTgug s&p500 pu gr | $0 | – | -7,524 | -100.0% | -0.33% | – |
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 | 23 | Q3 2023 | 8.8% |
| APPLE INC | 23 | Q3 2023 | 7.0% |
| VANGUARD WORLD FD | 23 | Q3 2023 | 2.8% |
| SPDR S&P 500 ETF TR | 23 | Q3 2023 | 2.2% |
| VANGUARD INDEX FDS | 23 | Q3 2023 | 2.7% |
| VANGUARD INDEX FDS | 23 | Q3 2023 | 2.5% |
| ISHARES TR | 23 | Q3 2023 | 2.1% |
| VANGUARD SCOTTSDALE FDS | 23 | Q3 2023 | 2.2% |
| VANGUARD WHITEHALL FDS INC | 23 | Q3 2023 | 2.0% |
| VANGUARD TAX-MANAGED INTL FD | 23 | Q3 2023 | 2.2% |
View Cypress Wealth Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-01-19 |
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.