Cypress Wealth Services, LLC - Q42025 Holdings

Cypress Wealth Services, LLC holds 389 stocks with a total portfolio value of $ 722.66M as of Q42025. In Q42025, Cypress Wealth Services, LLC added 56 new positions, increased stakes in 181 stocks, reduced 91 holdings, and fully exited 13 positions. The largest holding is Apple Inc (AAPL), representing 6.32% of the total portfolio.