Cypress Wealth Services, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 15, 2025
Value $
$498M
Signature - Title
Marc Koven - Chief Compliance Officer
Location
Palm Desert, CA
Summary
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.
Holdings Value