Cypress Wealth Services, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 9, 2024
Value $
$484M
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 282 stock holdings with total value $484M as of Q3 2024. Top holdings included IVV, AAPL, SPLG, QUAL, and IVW.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 282 $484M +$28.9M -$18.3M +$10.6M IVV, AAPL, SPLG, QUAL, IVW 13F-HR 10/8/2024, 05:59 PM
Q2 2024 259 $449M +$28.6M -$20M +$8.62M IVV, AAPL, SPLG, QUAL, IVW 13F-HR 7/12/2024, 03:25 PM
Q1 2024 261 $429M +$45.2M -$38.7M +$6.58M IVV, AAPL, SPLG, QUAL, DYNF 13F-HR 4/15/2024, 09:19 PM
Q4 2023 244 $401M +$35.1M -$27.9M +$7.24M IVV, AAPL, SPLG, QUAL, EFV 13F-HR 1/10/2024, 08:53 PM
Q3 2023 240 $361M +$34.1M -$33.1M +$981K IVV, AAPL, SPLG, QUAL, IUSB 13F-HR 10/13/2023, 10:23 AM
Q2 2023 247 $379M +$33M -$17.5M +$15.4M IVV, AAPL, QUAL, SPLG, EFG 13F-HR 7/21/2023, 10:40 AM
Q1 2023 249 $341M +$41.1M -$29.9M +$11.2M IVV, AAPL, ESGU, IUSB, EFG 13F-HR 4/7/2023, 01:14 PM
Q4 2022 233 $311M +$21.6M -$16.5M +$5.07M IVV, ESGU, AAPL, IUSB, EFV 13F-HR 1/18/2023, 05:41 PM
Q3 2022 223 $294M +$26.4M -$28M -$1.59M IVV, ESGU, AAPL, IUSB, GOVT 13F-HR 10/14/2022, 05:15 PM
Q2 2022 228 $313M +$31M -$29.1M +$1.85M IVV, ESGU, AAPL, IUSB, EFV 13F-HR 7/27/2022, 08:59 AM
Q1 2022 243 $367M +$41.5M -$22M +$19.4M IVV, ESGU, AAPL, IUSB, MGK 13F-HR 4/21/2022, 07:51 PM
Q4 2021 229 $365M +$22.9M -$13.1M +$9.85M IVV, AAPL, ESGU, MGK, EFG 13F-HR 1/18/2022, 06:38 PM
Q3 2021 226 $334M +$20.3M -$43.7M -$23.5M IVV, ESGU, AAPL, MGK, EFG 13F-HR 10/12/2021, 09:52 PM
Q2 2021 259 $366M +$14.3M -$157M -$143M IVV, AAPL, ESGU, MGK, MTCH 13F-HR 7/13/2021, 08:36 PM
Q1 2021 295 $478M +$39.4M -$22.3M +$17M IVV, ESGU, AAPL, GOVT, VOO 13F-HR 4/28/2021, 08:19 AM
Q4 2020 287 $447M +$447M $0 +$447M IVV, AAPL, ESGU, LQD, VOO 13F-HR 1/22/2021, 05:29 PM
Q3 2020 0 $0 $0 $0 13F-HR 10/23/2020, 05:18 PM
Q2 2020 273 $420M +$69.1M -$44.8M +$24.2M IVV, AAPL, ESGU, QQQ, VOO 13F-HR 7/15/2020, 10:00 AM
Q1 2020 246 $340M +$38.3M -$26.9M +$11.4M IVV, AAPL, GOVT, VOO, SPY Restatement 4/28/2020, 04:33 PM
Q4 2019 256 $396M +$31.3M -$23.6M +$7.75M IVV, AAPL, VOO, PG, GOVT 13F-HR 1/13/2020, 08:00 PM
Q3 2019 253 $364M +$34.3M -$21.2M +$13.1M IVV, AAPL, PG, SCHX, VOO 13F-HR 10/16/2019, 02:47 PM
Q2 2019 260 $347M +$31.2M -$7.59M +$23.6M AAPL, IVV, JNJ, PG, VOO 13F-HR 7/24/2019, 02:35 PM
Q1 2019 259 $315M +$44.1M -$9.22M +$34.9M IVV, JNJ, QQQ, PG, VOO 13F-HR 4/19/2019, 04:34 PM
Q4 2018 220 $252M +$21.9M -$19.7M +$2.23M JNJ, PG, IVV, VOO, VCIT 13F-HR 1/22/2019, 05:25 PM
Q3 2018 228 $279M +$9.18M -$5.14M +$4.04M JNJ, VO, VOO, AAPL, QQQ 13F-HR 10/19/2018, 05:08 PM
Q2 2018 223 $263M +$38.8M -$11.2M +$27.5M VO, JNJ, VOO, QQQ, SPY 13F-HR 8/6/2018, 05:20 PM
Q1 2018 194 $234M +$11.9M -$11.3M +$609K PM, VOO, JNJ, VO, PG 13F-HR 5/1/2018, 12:32 PM
Q4 2017 205 $241M $0 $0 PM, JNJ, PG, VOO, VO 13F-HR 2/5/2018, 10:36 AM