Cypress Wealth Services, LLC Q4 2022 vs. Q1 2023 13F Holdings Comparison

With the start of a new year, investors are eager to see how their investments have fared. In the world of finance, investors use 13F filings to track the holdings of institutional investment managers. One such manager, Cypress Wealth Services, LLC, has recently released their Q4 2022 and Q1 2023 13F holdings report. Let's take a closer look at the changes in their holdings and what they may mean for investors.

Q4 2022 vs. Q1 2023: Overall Changes

Cypress Wealth Services, LLC has made some notable changes to their holdings between Q4 2022 and Q1 2023. In terms of the number of shares held, the largest decreases were seen in ESGU, down 24.1%, and QUAL, down 290.8%. On the other hand, the largest increases in shares held were seen in IUSB, up 32.6%, and GOOGL, up 69%.

In terms of value, the biggest winners were AAPL, up 24.5%, and GOOGL, up 23.2%. The biggest losers were ESGU, down 24.1%, and VTIP, down 38%.

Notably, Cypress Wealth Services, LLC acquired a significant amount of shares in TSLA, with holdings increasing by 67.8%.

Individual Holdings

Let's dive deeper into some of the individual holdings and the changes made by Cypress Wealth Services, LLC.

IVV: ISHARES TR

Cypress Wealth Services, LLC decreased their holdings in IVV by 2.8%.

AAPL: APPLE INC

Cypress Wealth Services, LLC increased their holdings in AAPL by 24.5%.

ESGU: ISHARES TR

Cypress Wealth Services, LLC decreased their holdings in ESGU by 24.1%.

IUSB: ISHARES TR

Cypress Wealth Services, LLC increased their holdings in IUSB by 32.6%.

GOOGL: ALPHABET INC

Cypress Wealth Services, LLC increased their holdings in GOOGL by 69%.

QUAL: ISHARES TR

Cypress Wealth Services, LLC decreased their holdings in QUAL by 290.8%.

TSLA: TESLA INC

Cypress Wealth Services, LLC increased their holdings in TSLA by 67.8%.

Conclusion

Cypress Wealth Services, LLC has made some significant changes to their holdings between Q4 2022 and Q1 2023. While some holdings saw a decrease in shares held or value, others saw a significant increase. It's important for investors to stay informed of these changes and to analyze how they may affect their own portfolios. As always, it's recommended to speak with a financial advisor before making any decisions.