Cypress Wealth Services, LLC
Top Portfolio Positions
197 positions ·
$245,345,086 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
164,551 | $41,761,398 | 17.02% | |
| SPY |
Spdr S&P 500 ETF Trust
|
16,961 | $11,030,416 | 4.50% | |
| MSFT |
Microsoft Corp
Technology
|
25,692 | $9,510,407 | 3.88% | |
| NVDA |
Nvidia Corp
Technology
|
48,952 | $8,537,228 | 3.48% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
29,055 | $8,355,055 | 3.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
35,151 | $7,320,898 | 2.98% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
10,300 | $5,944,954 | 2.42% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
15,613 | $5,804,132 | 2.37% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
5,770 | $5,749,401 | 2.34% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
18,374 | $5,404,895 | 2.20% |
Portfolio Trend
Holdings in NG
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $91,721 | 10,214 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $95,194 | 10,214 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $177,883 | 20,214 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $82,654 | 20,209 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $59,010 | 20,209 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $66,296 | 19,909 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $82,446 | 20,109 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $69,923 | 20,209 | Shares | Sole | 2024-07-12 | |
| No 13F history on record for this holder in this stock. | ||||||