Cypress Wealth Services, LLC - Q22026 Holdings
Cypress Wealth Services, LLC holds 422 stocks with a total portfolio value of $ 814.94M as of Q22026. In Q22026, Cypress Wealth Services, LLC added 37 new positions, increased stakes in 142 stocks, reduced 175 holdings, and fully exited 12 positions. The largest holding is Apple Inc (AAPL), representing 5.85% of the total portfolio.
Company Name
Shares
Value
%
Status
Δ
Ticker
Avg Price
Price
Options