Cypress Wealth Services, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Investors and financial analysts are always on the lookout for updates and changes in fund holdings. This allows them to make informed decisions about their investment strategies and potentially reap higher returns. In this article, we will be analyzing the Q2 2023 vs. Q3 2023 13F holdings comparison for Cypress Wealth Services, LLC.

During the second and third quarters of 2023, Cypress Wealth Services, LLC saw several changes in their fund holdings. Let's take a closer look at some of the notable changes.

ISHARES TR (IVV)

- Q2 2023: 64,493 shares

- Q3 2023: 72,696 shares

- Q2 2023 Value: $29,236,000

- Q3 2023 Value: $31,217,000

- Change: +6.8%

APPLE INC (AAPL)

- Q2 2023: 137,696 shares

- Q3 2023: 133,876 shares

- Q2 2023 Value: $26,711,000

- Q3 2023 Value: $22,920,000

- Change: -14.2%

SPDR SER TR (SPLG)

- Q2 2023: 248,095 shares

- Q3 2023: 302,220 shares

- Q2 2023 Value: $13,154,000

- Q3 2023 Value: $15,189,000

- Change: +15.5%

ISHARES TR (QUAL)

- Q2 2023: 108,849 shares

- Q3 2023: 94,447 shares

- Q2 2023 Value: $15,023,000

- Q3 2023 Value: $12,447,000

- Change: -17.1%

ISHARES TR (IUSB)

- Q2 2023: 233,574 shares

- Q3 2023: 228,532 shares

- Q2 2023 Value: $10,615,000

- Q3 2023 Value: $9,990,000

- Change: -5.9%

ISHARES TR (EFV)

- Q2 2023: 135,463 shares

- Q3 2023: 202,296 shares

- Q2 2023 Value: $6,758,000

- Q3 2023 Value: $9,898,000

- Change: +46.5%

ISHARES TR (ESGU)

- Q2 2023: 121,067 shares

- Q3 2023: 103,793 shares

- Q2 2023 Value: $12,026,000

- Q3 2023 Value: $9,747,000

- Change: -19%

ISHARES TR (EFG)

- Q2 2023: 128,080 shares

- Q3 2023: 110,109 shares

- Q2 2023 Value: $12,413,000

- Q3 2023 Value: $9,502,000

- Change: -23.5%

VANGUARD WORLD FD (MGK)

- Q2 2023: 31,690 shares

- Q3 2023: 31,307 shares

- Q2 2023 Value: $7,663,000

- Q3 2023 Value: $7,103,000

- Change: -7.3%

SPDR S&P 500 ETF TR (SPY)

- Q2 2023: 15,979 shares

- Q3 2023: 15,620 shares

- Q2 2023 Value: $7,204,000

- Q3 2023 Value: $6,677,000

- Change: -7.3%

VANGUARD WHITEHALL FDS (VYM)

- Q2 2023: 53,201 shares

- Q3 2023: 52,190 shares

- Q2 2023 Value: $5,677,000

- Q3 2023 Value: $5,392,000

- Change: -5%

Based on the comparison between Q2 2023 and Q3 2023, Cypress Wealth Services, LLC experienced both positive and negative changes in their holdings. While some stocks saw an increase, others experienced a decline. It is important for investors to carefully analyze these changes and understand the reasons behind them.

Please note that these numbers and percentages are subject to change as fund holdings regularly fluctuate. Investors should always refer to the latest information before making any investment decisions.

In conclusion, the Q2 2023 vs. Q3 2023 13F holdings comparison for Cypress Wealth Services, LLC revealed interesting changes in their fund holdings. This analysis can serve as valuable information for investors and analysts looking to understand the investment strategies of Cypress Wealth Services, LLC.