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Home > Institutional Investor > Cypress Wealth Services, Llc > Profile

Instuitional Investor - Cypress Wealth Services, Llc

Fund Profile
Filing Period:
Fund Name: Cypress Wealth Services, Llc
Portfolio Value $497,966,026
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 59,977 $35,307,017 7.09%
2.
Apple Inc.
 AAPL 133,980 $33,551,320 6.73%
3.
Spdr Series Trust
 302,193 $20,833,193 4.18%
4.
Ishares Tr - MSCI USA QLT FCT
 107,347 $19,116,323 3.83%
5.
Ishares Trust
 IEF 171,924 $17,455,476 3.5%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)