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Value $
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$498M
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Signature - Title
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Marc Koven - Chief Compliance Officer
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Location
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Palm Desert, CA
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Summary
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This page shows a list of all the recent 13F filings made by Cypress Wealth Services, LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Cypress Wealth Services, LLC reported 280 stock holdings with total value $498M as of Q4 2024. Top holdings included IVV, AAPL, SPLG, QUAL, and IVW.