Holdings
Cypress Wealth Services, LLC
As of Jun 30, 2026, Cypress Wealth Services, LLC reported 179 positions worth US$246M. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 163K | US$47M | −1,970 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 49,100 | US$17.5M | −1,731 | Jun 30, 2026 |
| Nvidia Corporation | 48,975 | US$9.8M | +23 | Jun 30, 2026 |
| Microsoft Corp. | 25,579 | US$9.54M | −113 | Jun 30, 2026 |
| Amazon.com, Inc. | 34,351 | US$8.19M | −800 | Jun 30, 2026 |
| Tesla, Inc. | 16,005 | US$6.73M | +392 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 18,115 | US$5.93M | −259 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 10,983 | US$5.5M | −325 | Jun 30, 2026 |
| Costco Wholesale Corporation | 5,723 | US$5.35M | −47 | Jun 30, 2026 |
| Bloom Energy Corporation | 16,544 | US$5.01M | +837 | Jun 30, 2026 |