Notify me when Cypress Wealth Services, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 389 | $722,659,925 | +$116,715,150 | -$20,449,586 | +$96,265,564 | AAPL, SPYM, IVV, DYNF, OEF | 13F-HR | 14 Jan 2026, 10:50 |
| Q3 2025 | 346 | $610,632,528 | +$43,247,426 | -$35,530,890 | +$7,716,536 | AAPL, IVV, SPLG, QUAL, DYNF | 13F-HR | 15 Oct 2025, 08:43 |
| Q2 2025 | 318 | $558,614,430 | +$63,412,364 | -$35,333,458 | +$28,078,906 | AAPL, IVV, QUAL, SPLG, DYNF | 13F-HR | 28 Jul 2025, 13:01 |
| Q1 2025 | 284 | $493,005,599 | +$31,561,302 | -$22,746,231 | +$8,815,071 | IVV, AAPL, QUAL, SPLG, DYNF | 13F-HR | 10 Apr 2025, 17:12 |
| Q4 2024 | 280 | $497,966,026 | +$40,847,708 | -$20,908,301 | +$19,939,407 | IVV, AAPL, SPLG, QUAL, IVW | 13F-HR | 14 Jan 2025, 20:30 |
| Q3 2024 | 282 | $483,684,182 | +$28,895,997 | -$18,297,729 | +$10,598,268 | IVV, AAPL, SPLG, QUAL, IVW | 13F-HR | 08 Oct 2024, 17:59 |
| Q2 2024 | 259 | $449,176,515 | +$28,609,859 | -$19,991,804 | +$8,618,055 | IVV, AAPL, SPLG, QUAL, IVW | 13F-HR | 12 Jul 2024, 15:25 |
| Q1 2024 | 261 | $429,247,670 | +$45,232,520 | -$38,652,116 | +$6,580,404 | IVV, AAPL, SPLG, QUAL, DYNF | 13F-HR | 15 Apr 2024, 21:19 |
| Q4 2023 | 244 | $400,898,802 | +$35,139,114 | -$27,903,963 | +$7,235,151 | IVV, AAPL, SPLG, QUAL, EFV | 13F-HR | 10 Jan 2024, 20:53 |
| Q3 2023 | 240 | $360,747,731 | +$34,085,072 | -$33,104,258 | +$980,814 | IVV, AAPL, SPLG, QUAL, IUSB | 13F-HR | 13 Oct 2023, 10:23 |
| Q2 2023 | 247 | $379,440,144 | +$32,950,358 | -$17,548,836 | +$15,401,522 | IVV, AAPL, QUAL, SPLG, EFG | 13F-HR | 21 Jul 2023, 10:40 |
| Q1 2023 | 249 | $341,491,265 | +$41,053,164 | -$29,867,988 | +$11,185,176 | IVV, AAPL, ESGU, IUSB, EFG | 13F-HR | 07 Apr 2023, 13:14 |
| Q4 2022 | 233 | $311,167,068 | +$21,564,936 | -$16,498,101 | +$5,066,835 | IVV, ESGU, AAPL, IUSB, EFV | 13F-HR | 18 Jan 2023, 17:41 |
| Q3 2022 | 223 | $294,020,000 | +$26,417,897 | -$28,010,270 | -$1,592,373 | IVV, ESGU, AAPL, IUSB, GOVT | 13F-HR | 14 Oct 2022, 17:15 |
| Q2 2022 | 228 | $313,474,000 | +$30,950,539 | -$29,102,604 | +$1,847,935 | IVV, ESGU, AAPL, IUSB, EFV | 13F-HR | 27 Jul 2022, 08:59 |
| Q1 2022 | 243 | $366,900,000 | +$41,476,412 | -$22,035,533 | +$19,440,879 | IVV, ESGU, AAPL, IUSB, MGK | 13F-HR | 21 Apr 2022, 19:51 |
| Q4 2021 | 229 | $365,362,000 | +$22,946,877 | -$13,093,940 | +$9,852,937 | IVV, AAPL, ESGU, MGK, EFG | 13F-HR | 18 Jan 2022, 18:38 |
| Q3 2021 | 226 | $333,930,000 | +$20,281,146 | -$43,740,193 | -$23,459,047 | IVV, ESGU, AAPL, MGK, EFG | 13F-HR | 12 Oct 2021, 21:52 |
| Q2 2021 | 259 | $366,092,000 | +$14,323,269 | -$156,995,257 | -$142,671,988 | IVV, AAPL, ESGU, MGK, MTCH | 13F-HR | 13 Jul 2021, 20:36 |
| Q1 2021 | 295 | $478,198,000 | +$39,351,147 | -$22,319,464 | +$17,031,683 | IVV, ESGU, AAPL, GOVT, VOO | 13F-HR | 28 Apr 2021, 08:19 |
| Q4 2020 | 287 | $447,367,000 | +$447,367,000 | $0 | +$447,367,000 | IVV, AAPL, ESGU, LQD, VOO | 13F-HR | 22 Jan 2021, 17:29 |
| Q3 2020 | 0 | $0 | $0 | $0 | $0 | 13F-HR | 23 Oct 2020, 17:18 | |
| Q2 2020 | 273 | $420,170,000 | +$69,058,993 | -$44,846,531 | +$24,212,462 | IVV, AAPL, ESGU, QQQ, VOO | 13F-HR | 15 Jul 2020, 10:00 |
| Q1 2020 | 246 | $339,804,000 | +$38,328,291 | -$26,902,376 | +$11,425,915 | IVV, AAPL, GOVT, VOO, SPY | Restatement | 28 Apr 2020, 16:33 |
| Q4 2019 | 256 | $396,238,000 | +$31,311,417 | -$23,562,118 | +$7,749,299 | IVV, AAPL, VOO, PG, GOVT | 13F-HR | 13 Jan 2020, 20:00 |
| Q3 2019 | 253 | $364,411,000 | +$34,254,598 | -$21,153,724 | +$13,100,874 | IVV, AAPL, PG, SCHX, VOO | 13F-HR | 16 Oct 2019, 14:47 |
| Q2 2019 | 260 | $346,587,000 | +$31,194,223 | -$7,585,318 | +$23,608,905 | AAPL, IVV, JNJ, PG, VOO | 13F-HR | 24 Jul 2019, 14:35 |
| Q1 2019 | 259 | $315,469,000 | +$44,088,580 | -$9,224,707 | +$34,863,873 | IVV, JNJ, QQQ, PG, VOO | 13F-HR | 19 Apr 2019, 16:34 |
| Q4 2018 | 220 | $251,598,000 | +$21,937,734 | -$19,704,741 | +$2,232,993 | JNJ, PG, IVV, VOO, VCIT | 13F-HR | 22 Jan 2019, 17:25 |
| Q3 2018 | 228 | $279,200,000 | +$9,178,409 | -$5,142,504 | +$4,035,905 | JNJ, VO, VOO, AAPL, QQQ | 13F-HR | 19 Oct 2018, 17:08 |
| Q2 2018 | 223 | $262,855,000 | +$38,774,997 | -$11,231,976 | +$27,543,021 | VO, JNJ, VOO, QQQ, SPY | 13F-HR | 06 Aug 2018, 17:20 |
| Q1 2018 | 194 | $233,696,000 | +$11,942,541 | -$11,333,304 | +$609,237 | PM, VOO, JNJ, VO, PG | 13F-HR | 01 May 2018, 12:32 |
| Q4 2017 | 205 | $240,582,000 | $0 | $0 | $0 | PM, JNJ, PG, VOO, VO | 13F-HR | 05 Feb 2018, 10:36 |