Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CYPRESS WEALTH SERVICES LLC | 10-13-2023 | 09-30-2023 | 240 | 360,747,731 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $31,217,955 | 72,696 | 0.01 | 0.01 | 8,203 | 12.72 | 09-30-2023 |
| APPLE INC | COM | 2 | $22,920,850 | 133,876 | 0.01 | 0.01 | -3,820 | -2.77 | 09-30-2023 |
| SPDR SER TR | PORTFOLIO S&P500 | 3 | $15,189,576 | 302,220 | 0.00 | 0.00 | 54,125 | 21.82 | 09-30-2023 |
| ISHARES TR | MSCI USA QLT FCT | 4 | $12,447,152 | 94,447 | 0.00 | 0.00 | -14,402 | -13.23 | 09-30-2023 |
