Cypress Wealth Services, LLC - Q12026 Holdings

Cypress Wealth Services, LLC holds 397 stocks with a total portfolio value of $ 708.34M as of Q12026. In Q12026, Cypress Wealth Services, LLC added 31 new positions, increased stakes in 127 stocks, reduced 166 holdings, and fully exited 23 positions. The largest holding is Apple Inc (AAPL), representing 5.90% of the total portfolio.