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Cypress Wealth Services, LLC Q3 2023 vs. Q4 2023 13F Holdings Comparison

Ava Hoppe | 22 January, 2024

Did you ever wonder how wealthy firms manage their assets and investments? One of the ways they do it is through 13F filings. These filings provide insight into the holdings of institutional investors, allowing us to see what stocks they own, how many shares they have, and the value of those shares.

In this article, we will be looking at the Q3 2023 vs. Q4 2023 13F Holdings Comparison for Cypress Wealth Services, LLC. Let's dive in and see what changes have occurred in their holdings during this period.

Looking at the data, the first notable change is in the holdings of the ISHARES TR (IVV). In Q3 2023, Cypress Wealth Services, LLC held 72,696 shares of IVV, which increased to 75,889 shares in Q4 2023. The value of these shares also saw a significant increase from $31,217,000 to $36,246,000, representing a change of 16.1%.

Another interesting change is in the holdings of APPLE INC (AAPL). Cypress Wealth Services, LLC owned 133,876 shares of AAPL in Q3 2023, which slightly decreased to 132,731 shares in Q4 2023. However, the value of these shares increased from $22,920,000 to $25,554,000, indicating an 11.5% change.

Moving on to the SPDR SER TR (SPLG), Cypress Wealth Services, LLC had 302,220 shares in Q3 2023, which significantly increased to 413,420 shares in Q4 2023. The value of SPLG shares also saw a considerable jump from $15,189,000 to $23,110,000, reflecting a change of 52.1%.

Among the other notable changes in holdings, we can see that Cypress Wealth Services, LLC increased their positions in companies like ISHARES TR (QUAL), ISHARES TR (EFV), and ISHARES TR (ESGU). On the other hand, they reduced their holdings in ISHARES TR (IUSB), ISHARES TR (TFLO), and ISHARES TR (MUB).

These changes in holdings can indicate various investment strategies, market trends, or portfolio adjustments. However, it's important to note that this data only provides a snapshot of Cypress Wealth Services, LLC's portfolio and doesn't give us a complete picture of their investment strategy.

As investors, it's always fascinating to analyze the holdings of institutional investors like Cypress Wealth Services, LLC. These filings provide valuable insights into their investment decisions and can guide us in making our own investment choices.

Please note that the information provided in this article is based on publicly available data and should not be considered as financial advice. In-depth research and analysis are crucial before making any investment decisions.

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