Cypress Wealth Services, LLC
CIK
1721527
City
PALM DESERT
State / Country
CA
Top Portfolio Positions
198 positions ·
$250,581,460 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
164,551 | $41,761,398 | 16.67% | |
| SPY |
Spdr S&P 500 ETF Trust
|
16,961 | $11,030,416 | 4.40% | |
| MSFT |
Microsoft Corp
Technology
|
25,692 | $9,510,407 | 3.80% | |
| NVDA |
Nvidia Corp
Technology
|
48,952 | $8,537,228 | 3.41% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
29,055 | $8,355,055 | 3.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
35,151 | $7,320,898 | 2.92% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,300 | $5,944,954 | 2.37% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
15,613 | $5,804,132 | 2.32% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
5,770 | $5,749,401 | 2.29% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
11,308 | $5,418,793 | 2.16% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CEV
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $594,915 | 59,078 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $584,629 | 58,230 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $558,421 | 55,399 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $531,108 | 54,810 | Shares | Sole | 2025-07-28 | |
| 2024-09-30 | $602,784 | 55,454 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $347,235 | 31,915 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $334,543 | 31,531 | Shares | Sole | 2024-04-16 | |
| No 13F history on record for this holder in this stock. | ||||||