StockDriftsStockDriftsTop 50 Cypress Wealth Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 5.9% | 164.6K | $41.8M | -2.08%(-3.49K) | $100.56(+182.59%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.23% | 45.9K | $30.0M | +9.03%(+3.80K) | $340.95(+113.22%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 3.87% | 357.7K | $27.4M | -2.60%(-9.56K) | $54.93(+55.09%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 3.36% | 409.6K | $23.8M | -2.21%(-9.24K) | $45.71(+41.18%) | 2026-03-31 | |
| IVE | ISHARES TR | 2.4% | 80.4K | $17.0M | -10.40%(-9.33K) | $192.41(+16.31%) | 2026-03-31 | |
| IVW | ISHARES TR | 2.3% | 144.1K | $16.3M | +1.86%(+2.63K) | $84.08(+56.33%) | 2026-03-31 | |
| QUAL | ISHARES TR | 2.13% | 78.8K | $15.1M | -1.13%(-904) | $134.87(+53.85%) | 2026-03-31 | |
| EFV | ISHARES TR | 2.09% | 199.0K | $14.8M | -18.36%(-44.77K) | $54.96(+40.17%) | 2026-03-31 | |
| SCHZ | SCHWAB STRATEGIC TR | 1.93% | 589.0K | $13.7M | +7.16%(+39.36K) | $23.70(-2.59%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 1.73% | 380.9K | $12.2M | new | $31.61(+10.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.01% | +44.33% |
| Top 20 Holdings Unweighted | +11.37% | +38.15% |
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