$263 Million is the total value of Cypress Wealth Services, LLC's 225 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 105.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | Exit | FACEBOOK INCcall | $0 | – | -100 | -100.0% | 0.00% | – |
| ONVO | Exit | ORGANOVO HLDGS INC | $0 | – | -12,000 | -100.0% | -0.01% | – |
| HBI | Exit | HANESBRANDS INC | $0 | – | -10,433 | -100.0% | -0.08% | – |
| BAB | Exit | POWERSHARES ETF TR IItxble mun prtflo | $0 | – | -6,708 | -100.0% | -0.09% | – |
| BBT | Exit | BB&T CORP | $0 | – | -4,064 | -100.0% | -0.09% | – |
| PHB | Exit | POWERSHARES ETF TR IIfdm hg yld rafi | $0 | – | -11,450 | -100.0% | -0.09% | – |
| LAMR | Exit | LAMAR ADVERTISING CO NEWcl a | $0 | – | -3,351 | -100.0% | -0.09% | – |
| HEDJ | Exit | WISDOMTREE TReurope hedged eq | $0 | – | -3,539 | -100.0% | -0.10% | – |
| VTR | Exit | VENTAS INC | $0 | – | -4,570 | -100.0% | -0.10% | – |
| VOD | Exit | VODAFONE GROUP PLC NEWsponsored adr | $0 | – | -8,186 | -100.0% | -0.10% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -6,727 | -100.0% | -0.10% | – |
| WELL | Exit | WELLTOWER INC | $0 | – | -4,370 | -100.0% | -0.10% | – |
| LNT | Exit | ALLIANT ENERGY CORP | $0 | – | -5,929 | -100.0% | -0.10% | – |
| SPBO | Exit | SPDR SERIES TRUSTblombrg brc corp | $0 | – | -8,382 | -100.0% | -0.11% | – |
| EFV | Exit | ISHARES TReafe value etf | $0 | – | -5,161 | -100.0% | -0.12% | – |
| IDLV | Exit | POWERSHARES ETF TR IIintl dev lowvl | $0 | – | -15,045 | -100.0% | -0.21% | – |
| PGX | Exit | POWERSHARES ETF TR IIpfd portfolio | $0 | – | -46,353 | -100.0% | -0.29% | – |
| QQQ | Exit | POWERSHARES QQQ TRUSTunit ser 1 | $0 | – | -27,309 | -100.0% | -1.87% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-06
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.