Long-term investor
Cypress Wealth Services, LLC @cypresswealthservicesllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001721527).
Record
- Tracked since 2025-12-31 (257 days), 49 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +7.2%
- Max drawdown n/a · win rate 17% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 5.9% · long · since 2025-12-31
- SPYM · 5.8% · long · since 2025-12-31
- IVV · 5.5% · long · since 2025-12-31
- DYNF · 3.6% · long · since 2025-12-31
- IVW · 2.5% · long · since 2025-12-31
- CORO · 2.3% · long · since 2026-03-31
- SCHZ · 1.9% · long · since 2025-12-31
- IVE · 1.9% · long · since 2025-12-31
- SPY · 1.7% · long · since 2025-12-31
- BAI · 1.4% · long · since 2025-12-31
- EFG · 1.3% · long · since 2025-12-31
- MGK · 1.3% · long · since 2025-12-31