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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 $400,898,802
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 75,889 $36,246,724 9.04%
2.
Apple Inc.
 AAPL 132,731 $25,554,606 6.37%
3.
Spdr Series Trust
 413,420 $23,110,181 5.76%
4.
Ishares Tr
 107,559 $15,826,291 3.94%
5.
Ishares Tr
 200,138 $10,427,196 2.6%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)