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Cypress Wealth Services

Latest statistics and disclosures from Cypress Wealth Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, SPYM, IVV, DYNF, OEF, and represent 20.85% of Cypress Wealth Services's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$8.7M), IVE (+$6.4M), MSFT, SPYM, VIG, SPEM, RDVY, JPM, RBLX, QQQ.
Started 57 new stock positions in MPC, CAT, BA, GEV, NKE, AMD, XLK, STEN, XLF, IAUX.
Reduced shares in these 10 stocks: QUAL (-$7.8M), BSCP, EFG, USMV, EFV, IYW, GBF, , XCEM, VTEB.
Sold out of its positions in ELV, BITB, CRWV, EIX, FBTC, FETH, BSCP, GBF, STIP, MRVL. PGR, PSTG, Unilever, ETN.
Cypress Wealth Services was a net buyer of stock by $96M.
Cypress Wealth Services has $723M in assets under management (AUM), dropping by 18.35%.
Central Index Key (CIK): 0001721527

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Portfolio Holdings for Cypress Wealth Services

Cypress Wealth Services holds 389 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	6.3	$46M	+23%	168k	271.86	View chart
Spdr Series Trust State Street Spd (SPYM)	4.1	$30M	+14%	367k	80.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.0	$29M		42k	684.94	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.5	$26M	+8%	419k	60.81	View chart
Ishares Tr S&p 100 Etf (OEF)	2.9	$21M	+7%	62k	342.97	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.6	$19M	+50%	90k	212.07	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.4	$17M	+5%	142k	123.26	View chart
Ishares Tr Eafe Value Etf (EFV)	2.4	$17M	-3%	244k	71.41	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.2	$16M	-33%	80k	198.62	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.8	$13M	+11%	550k	23.37	View chart
Microsoft Corporation (MSFT)	1.7	$12M	+49%	25k	483.61	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.7	$12M	+14%	18k	681.94	View chart
Vanguard World Mega Grwth Ind (MGK)	1.4	$10M	-2%	25k	412.76	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.4	$10M	+36%	219k	46.81	View chart
NVIDIA Corporation (NVDA)	1.3	$9.4M	+19%	51k	186.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.3	$9.3M	+4%	30k	313.00	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.2	$8.6M		58k	148.98	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.2	$8.6M	+13%	222k	38.56	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$8.5M		14k	627.13	View chart
Amazon (AMZN)	1.1	$8.3M	+30%	36k	230.82	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.1	$8.3M	+17%	249k	33.30	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$8.3M	+31%	123k	67.22	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$7.2M	+17%	23k	313.80	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.0	$7.0M	+6%	151k	46.54	View chart
Tesla Motors (TSLA)	1.0	$6.9M	+22%	15k	449.72	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$6.7M		23k	290.22	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$6.6M		46k	143.52	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$6.4M	+56%	11k	614.32	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$6.4M	+3%	102k	62.47	View chart
JPMorgan Chase & Co. (JPM)	0.8	$6.0M	+68%	19k	322.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$5.9M	+5%	12k	502.65	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$5.7M		22k	257.96	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.7	$5.1M	+74%	43k	119.32	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$5.0M	+10%	62k	81.17	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$5.0M	+12%	52k	95.22	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$5.0M	+154%	23k	219.78	View chart
Costco Wholesale Corporation (COST)	0.7	$4.9M	+16%	5.7k	862.33	View chart
Broadcom (AVGO)	0.6	$4.5M	+58%	13k	346.11	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$4.4M	+17%	53k	83.75	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.6	$4.4M		143k	30.96	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$4.0M	-9%	20k	199.68	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$3.7M	+63%	15k	250.31	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.5	$3.7M	+4%	45k	80.63	View chart
Meta Platforms Cl A (META)	0.5	$3.6M	+9%	5.5k	660.10	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.5	$3.5M	+16%	67k	52.77	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.5	$3.5M	-3%	92k	38.05	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$3.4M	-21%	30k	113.92	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.5	$3.3M	+3%	32k	101.67	View chart
Marriott Intl Cl A (MAR)	0.4	$3.1M		9.8k	310.25	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$3.0M	+20%	28k	107.11	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.4	$3.0M	+7%	18k	160.97	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$2.9M	+18%	62k	46.59	View chart
Global X Fds Defense Tech Etf (SHLD)	0.4	$2.8M	+18%	44k	64.79	View chart
Eli Lilly & Co. (LLY)	0.4	$2.8M		2.6k	1074.50	View chart
Aim Etf Products Trust Allianzim Us Equ (NVBU)	0.4	$2.8M	-3%	96k	28.95	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$2.7M	+2%	19k	141.14	View chart
Johnson & Johnson (JNJ)	0.4	$2.5M	+71%	12k	206.94	View chart
Chevron Corporation (CVX)	0.3	$2.5M	+64%	17k	152.41	View chart
United Parcel Service CL B (UPS)	0.3	$2.5M		25k	99.19	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$2.5M	-9%	91k	27.43	View chart
American Express Company (AXP)	0.3	$2.5M	+8%	6.7k	369.94	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$2.5M	NEW	35k	69.47	View chart
Roblox Corp Cl A (RBLX)	0.3	$2.4M	NEW	29k	81.03	View chart
Vanguard World Consum Stp Etf (VDC)	0.3	$2.4M	-2%	11k	211.25	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$2.4M		6.3k	373.47	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$2.4M	+14%	34k	69.67	View chart
Exxon Mobil Corporation (XOM)	0.3	$2.3M	+21%	20k	120.34	View chart
Sprott Asset Management Physical Silver (PSLV)	0.3	$2.1M	+3%	89k	23.65	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$2.1M	+28%	9.8k	214.69	View chart
Procter & Gamble Company (PG)	0.3	$2.0M	+354%	14k	143.31	View chart
Wal-Mart Stores (WMT)	0.3	$2.0M	+17%	18k	111.41	View chart
Wells Fargo & Company (WFC)	0.3	$2.0M	+22%	21k	93.20	View chart
Cisco Systems (CSCO)	0.3	$1.9M	+91%	25k	77.03	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$1.9M	+17%	40k	48.32	View chart
Goldman Sachs (GS)	0.3	$1.9M	+14%	2.1k	879.08	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.3	$1.8M	-2%	40k	46.22	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$1.8M		38k	46.43	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$1.8M	-4%	28k	64.42	View chart
Ishares Tr Europe Etf (IEV)	0.2	$1.7M	-4%	25k	68.60	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.7M		32k	53.76	View chart
Caterpillar (CAT)	0.2	$1.7M	NEW	3.0k	572.82	View chart
Visa Com Cl A (V)	0.2	$1.7M	+35%	4.8k	350.71	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$1.6M		5.2k	314.81	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.2	$1.6M		13k	121.27	View chart
Innovator Etfs Trust Equity Defined P (ZNOV)	0.2	$1.6M	-6%	60k	26.67	View chart
International Business Machines (IBM)	0.2	$1.6M	+187%	5.3k	296.23	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$1.6M	+12%	16k	96.28	View chart
Ensign (ENSG)	0.2	$1.5M	NEW	8.7k	174.20	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$1.5M	+5%	30k	50.01	View chart
Merck & Co (MRK)	0.2	$1.4M	+256%	14k	105.26	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$1.4M		42k	33.02	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.4M	+6%	4.1k	335.28	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.2	$1.3M		46k	29.06	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$1.3M	+32%	10k	129.16	View chart
American Intl Group Com New (AIG)	0.2	$1.3M	NEW	15k	85.55	View chart
Philip Morris International (PM)	0.2	$1.3M	+3%	7.9k	160.39	View chart
Verizon Communications (VZ)	0.2	$1.3M	+54%	31k	40.73	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.3M		8.4k	148.69	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$1.2M	+37%	2.6k	480.57	View chart
Oracle Corporation (ORCL)	0.2	$1.2M	+12%	6.3k	194.90	View chart
Home Depot (HD)	0.2	$1.2M	+107%	3.6k	344.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.2	$1.2M		48k	25.64	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.2	$1.2M		17k	72.62	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.2M	+57%	6.8k	177.75	View chart
Amgen (AMGN)	0.2	$1.2M	+21%	3.7k	327.27	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	0.2	$1.2M	-8%	35k	33.94	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.2M	NEW	1.5k	753.71	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.2	$1.1M	+9%	43k	26.84	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.2	$1.1M	+2%	19k	60.47	View chart
Bloom Energy Corp Com Cl A (BE)	0.2	$1.1M		13k	86.89	View chart
Netflix (NFLX)	0.2	$1.1M	+1226%	12k	93.76	View chart
Abbvie (ABBV)	0.1	$1.1M	+85%	4.6k	228.49	View chart
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)	0.1	$1.1M		27k	39.12	View chart
WestAmerica Ban (WABC)	0.1	$1.0M		22k	47.83	View chart
Valero Energy Corporation (VLO)	0.1	$1.0M	NEW	6.4k	162.80	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.0M	-25%	21k	50.29	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.1	$1.0M		35k	29.59	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.1	$1.0M		35k	29.06	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.0M	-5%	9.7k	105.00	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$1.0M	-2%	17k	60.17	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$989k	+287%	15k	66.00	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$988k	-2%	51k	19.57	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$972k	+7%	10k	96.03	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$960k	-2%	49k	19.74	View chart
Coca-Cola Company (KO)	0.1	$942k	+32%	14k	69.91	View chart
Mastercard Incorporated Cl A (MA)	0.1	$928k	+34%	1.6k	570.98	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$924k	-2%	45k	20.60	View chart
Texas Instruments Incorporated (TXN)	0.1	$922k	+41%	5.3k	173.49	View chart
Qualcomm (QCOM)	0.1	$919k	+171%	5.4k	171.05	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$906k	+307%	16k	58.12	View chart
Arista Networks Com Shs (ANET)	0.1	$897k		6.8k	131.03	View chart
salesforce (CRM)	0.1	$882k	+12%	3.3k	264.92	View chart
Spdr Series Trust State Street Spd (LGLV)	0.1	$878k	-3%	5.0k	175.57	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$876k	-2%	47k	18.84	View chart
Applied Materials (AMAT)	0.1	$872k	+57%	3.4k	256.96	View chart
Charles Schwab Corporation (SCHW)	0.1	$868k		8.7k	99.91	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$867k	+9%	18k	49.65	View chart
Blackrock (BLK)	0.1	$858k		802.00	1070.00	View chart
Alamos Gold Com Cl A (AGI)	0.1	$854k		22k	38.58	View chart
Deere & Company (DE)	0.1	$848k	+76%	1.8k	465.55	View chart
Innovator Etfs Trust Equity Jan 20227 (TJAN)	0.1	$836k		31k	27.33	View chart
Booking Holdings (BKNG)	0.1	$826k	+27%	154.00	5364.94	View chart
Us Bancorp Del Com New (USB)	0.1	$817k	NEW	15k	53.36	View chart
Park National Corporation (PRK)	0.1	$799k	NEW	5.3k	152.18	View chart
Innovator Etfs Trust Equity Defined P (ZAUG)	0.1	$794k		30k	26.71	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$780k	-4%	8.7k	89.46	View chart
Invesco Van Kampen Cal Val Mun Inc Trust (VCV)	0.1	$770k		69k	11.13	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$767k	+7%	14k	54.71	View chart
Aim Etf Products Trust Allianzim Us Eqt (OCTU)	0.1	$754k	-12%	27k	28.46	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$749k	+8%	3.9k	190.99	View chart
Thermo Fisher Scientific (TMO)	0.1	$747k		1.3k	579.58	View chart
Ford Motor Company (F)	0.1	$745k		57k	13.12	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$745k	-17%	6.3k	117.52	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$745k	+162%	6.2k	120.18	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$735k	+12%	1.5k	487.93	View chart
Enbridge (ENB)	0.1	$731k	+8%	15k	47.83	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$731k	+5%	1.5k	473.41	View chart
Capital One Financial (COF)	0.1	$721k	NEW	3.0k	242.36	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$719k	-52%	7.6k	94.16	View chart
Innovator Etfs Trust Equity Defined P (ZAPR)	0.1	$715k		28k	25.78	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$702k	NEW	12k	57.24	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.1	$702k	-33%	18k	38.36	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$701k	-2%	5.1k	136.74	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$694k	-8%	12k	57.85	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$677k	+5%	2.2k	303.89	View chart
Vanguard World Energy Etf (VDE)	0.1	$670k		5.3k	125.91	View chart
McDonald's Corporation (MCD)	0.1	$670k	+79%	2.2k	305.61	View chart
At&t (T)	0.1	$668k	+84%	27k	24.84	View chart
Medtronic SHS (MDT)	0.1	$665k		6.9k	96.06	View chart
Duke Energy Corp Com New (DUK)	0.1	$662k	+11%	5.6k	117.22	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.1	$662k	+20%	62k	10.60	View chart
Morgan Stanley Com New (MS)	0.1	$661k	+83%	3.7k	177.55	View chart
Innovator Etfs Trust Intl Developed (IAUG)	0.1	$655k		23k	28.46	View chart
Raytheon Technologies Corp (RTX)	0.1	$654k	+62%	3.6k	183.41	View chart
TJX Companies (TJX)	0.1	$653k		4.2k	153.63	View chart
Cheniere Energy Com New (LNG)	0.1	$651k	+21%	3.4k	194.37	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$651k	NEW	12k	54.77	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$650k	+2%	1.6k	396.31	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$650k	NEW	11k	59.28	View chart
Walt Disney Company (DIS)	0.1	$647k	-19%	5.7k	113.77	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$645k		8.1k	79.73	View chart
Bank of America Corporation (BAC)	0.1	$633k	+17%	12k	55.00	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	0.1	$620k		22k	28.19	View chart
Micron Technology (MU)	0.1	$620k	+12%	2.2k	285.40	View chart
Lowe's Companies (LOW)	0.1	$617k	+16%	2.6k	241.14	View chart
Aim Etf Products Trust Us Lagcp B20 May (MAYW)	0.1	$614k		18k	33.55	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$606k	-20%	8.3k	72.68	View chart
Blackrock Calif Mun Income T Sh Ben Int (BFZ)	0.1	$605k	+2%	56k	10.74	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$603k	+17%	26k	23.02	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$594k	+34%	2.2k	268.33	View chart
UnitedHealth (UNH)	0.1	$589k	+13%	1.8k	330.06	View chart
Eaton Vance Calif Mun Incom Sh Ben Int (CEV)	0.1	$585k	+5%	58k	10.04	View chart
Lamar Advertising Cl A (LAMR)	0.1	$581k		4.6k	126.57	View chart
GSK Sponsored Adr (GSK)	0.1	$578k		12k	49.04	View chart
Truist Financial Corp equities (TFC)	0.1	$577k	+38%	12k	49.21	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$576k		12k	46.80	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$570k	NEW	2.0k	279.16	View chart
Comcast Corp Cl A (CMCSA)	0.1	$563k	-3%	19k	29.89	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.1	$563k		21k	26.78	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$562k	-2%	15k	38.11	View chart
Pepsi (PEP)	0.1	$561k	+19%	3.9k	143.53	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$550k		7.1k	77.88	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$541k		7.9k	68.36	View chart
Honeywell International (HON)	0.1	$535k	+38%	2.7k	195.12	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$528k		1.8k	301.15	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.1	$522k		7.0k	74.09	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$507k	+59%	2.1k	246.19	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$505k	NEW	5.6k	89.76	View chart
Innovator Etfs Trust Equity Dual Dire (DDFD)	0.1	$504k	NEW	26k	19.15	View chart
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW)	0.1	$500k		14k	34.86	View chart
Waste Management (WM)	0.1	$490k	+16%	2.2k	219.70	View chart
Lockheed Martin Corporation (LMT)	0.1	$489k	+76%	1.0k	483.44	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$476k		4.7k	101.98	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.1	$475k		90k	5.30	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$467k	+300%	11k	42.69	View chart
Rivernorth Opportunistic Mun (RMI)	0.1	$465k		33k	14.31	View chart
Starbucks Corporation (SBUX)	0.1	$464k	-22%	5.5k	84.21	View chart
Becton, Dickinson and (BDX)	0.1	$461k	-39%	2.4k	194.09	View chart
O'reilly Automotive (ORLY)	0.1	$454k	+88%	5.0k	91.21	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.1	$451k	-4%	10k	44.54	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$444k		10k	43.25	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$441k	+28%	2.1k	210.34	View chart
Agnico (AEM)	0.1	$437k	-9%	2.6k	169.55	View chart
Huntington Ingalls Inds (HII)	0.1	$434k		1.3k	339.94	View chart
Kkr & Co (KKR)	0.1	$431k		3.4k	127.48	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$431k	-20%	8.2k	52.62	View chart
Illinois Tool Works (ITW)	0.1	$430k	+89%	1.7k	246.23	View chart
Pfizer (PFE)	0.1	$429k	-5%	17k	24.90	View chart
Ishares Tr Msci Usa Sze Ft (SIZE)	0.1	$425k		2.6k	161.57	View chart
Rbc Cad (RY)	0.1	$424k	NEW	2.5k	170.49	View chart
Altria (MO)	0.1	$422k	+47%	7.3k	57.66	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.1	$421k	NEW	11k	39.59	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.1	$419k		6.1k	68.15	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$411k	NEW	2.9k	141.04	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$411k	NEW	2.6k	155.12	View chart
SYSCO Corporation (SYY)	0.1	$407k	+40%	5.5k	73.69	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$406k		9.7k	41.88	View chart
Fidelity National Information Services (FIS)	0.1	$404k	+23%	6.1k	66.46	View chart
Advanced Micro Devices (AMD)	0.1	$401k	NEW	1.9k	214.16	View chart
Norfolk Southern (NSC)	0.1	$400k	+106%	1.4k	288.79	View chart
ConocoPhillips (COP)	0.1	$398k	+27%	4.3k	93.61	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$397k	+16%	9.0k	44.17	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$392k		3.2k	121.62	View chart
Omni (OMC)	0.1	$392k	-29%	4.9k	80.75	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$391k	NEW	1.8k	211.79	View chart
McKesson Corporation (MCK)	0.1	$384k	+12%	468.00	819.91	View chart
Iqvia Holdings (IQV)	0.1	$383k		1.7k	225.41	View chart
Astrazeneca Sponsored Adr	0.1	$381k	NEW	4.1k	91.94	View chart
Citigroup Com New (C)	0.1	$380k	+39%	3.3k	116.70	View chart
Aim Etf Products Trust Us Larcp B20 Mar (MARW)	0.1	$380k		11k	34.34	View chart
American Tower Reit (AMT)	0.1	$374k	-17%	2.1k	175.60	View chart
Entergy Corporation (ETR)	0.1	$373k	-46%	4.0k	92.43	View chart
Abbott Laboratories (ABT)	0.1	$370k	+24%	3.0k	125.31	View chart
Innovator Etfs Trust Growth 100 Pwr B (NNOV)	0.1	$368k		13k	28.70	View chart
Intuitive Surgical Com New (ISRG)	0.1	$367k	NEW	648.00	566.36	View chart
Automatic Data Processing (ADP)	0.1	$365k	+12%	1.4k	257.20	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$363k	NEW	4.1k	88.50	View chart
Ge Aerospace Com New (GE)	0.0	$361k	+13%	1.2k	308.07	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.0	$360k		2.2k	159.90	View chart
Novartis Sponsored Adr (NVS)	0.0	$359k	+22%	2.6k	137.87	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.0	$356k		13k	28.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.0	$355k		7.9k	44.94	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$351k	NEW	4.7k	74.06	View chart
Ball Corporation (BALL)	0.0	$349k		6.6k	52.97	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$347k	NEW	2.9k	119.41	View chart
Aim Etf Products Trust Allianzim Us Equ (DECU)	0.0	$346k		13k	27.39	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$345k	+25%	4.0k	87.16	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.0	$345k		14k	25.38	View chart
Adobe Systems Incorporated (ADBE)	0.0	$341k	+63%	974.00	349.99	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$335k		13k	25.45	View chart
Wec Energy Group (WEC)	0.0	$334k	+5%	3.2k	105.46	View chart
Martin Marietta Materials (MLM)	0.0	$334k	+28%	536.00	622.81	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$333k		2.6k	128.85	View chart
Sabra Health Care REIT (SBRA)	0.0	$332k	NEW	18k	18.94	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.0	$331k	+5%	5.1k	64.39	View chart
Innovator Etfs Trust Equity Defined P (AJUL)	0.0	$330k		11k	29.07	View chart
General Dynamics Corporation (GD)	0.0	$330k		980.00	336.50	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.0	$329k	NEW	8.9k	36.86	View chart
eBay (EBAY)	0.0	$329k	+69%	3.8k	87.09	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$329k		2.9k	111.77	View chart
Colgate-Palmolive Company (CL)	0.0	$329k	+58%	4.2k	79.01	View chart
Stryker Corporation (SYK)	0.0	$328k	NEW	933.00	351.33	View chart
Bank of New York Mellon Corporation (BK)	0.0	$326k	+37%	2.8k	116.07	View chart
Franco-Nevada Corporation (FNV)	0.0	$324k	-18%	1.6k	207.28	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$322k	+24%	2.3k	139.14	View chart
Ishares Tr Large Cap 10 Per (STEN)	0.0	$320k	NEW	13k	25.55	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$320k		3.9k	82.32	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$315k	NEW	7.0k	44.71	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$314k		7.2k	43.38	View chart
Lam Research Corp Com New (LRCX)	0.0	$313k		1.8k	171.21	View chart
Freeport-mcmoran CL B (FCX)	0.0	$313k	+5%	6.2k	50.79	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$313k	NEW	1.0k	302.11	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$312k	NEW	4.0k	77.68	View chart
Air Products & Chemicals (APD)	0.0	$311k	-31%	1.3k	246.95	View chart
Analog Devices (ADI)	0.0	$310k	+30%	1.1k	271.15	View chart
Shell Spon Ads (SHEL)	0.0	$309k	NEW	4.2k	73.48	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$308k		2.0k	154.16	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$307k		655.00	468.76	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$307k	-16%	3.1k	99.88	View chart
Hartford Fds Exchange Traded Strategic Income (HFSI)	0.0	$303k	NEW	8.5k	35.48	View chart
Sempra Energy (SRE)	0.0	$303k	+6%	3.4k	88.30	View chart
Viper Energy Cl A (VNOM)	0.0	$303k	-10%	7.8k	38.63	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$300k	+12%	3.0k	98.50	View chart
Ares Capital Corporation (ARCC)	0.0	$300k	-15%	15k	20.23	View chart
AFLAC Incorporated (AFL)	0.0	$300k	NEW	2.7k	110.28	View chart
L3harris Technologies (LHX)	0.0	$295k	+28%	1.0k	293.70	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$293k		485.00	603.28	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$292k	-7%	1.2k	252.91	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$291k		6.2k	47.02	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$290k		2.1k	136.94	View chart
Kinder Morgan (KMI)	0.0	$288k	NEW	11k	27.49	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$287k	-2%	11k	26.23	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.0	$286k	-16%	6.5k	44.09	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$282k		3.4k	83.60	View chart
Chipotle Mexican Grill (CMG)	0.0	$282k	+35%	7.6k	37.00	View chart
Intuit (INTU)	0.0	$281k	NEW	423.00	663.05	View chart
Aim Etf Products Trust Us Larcp B10 Mar (MART)	0.0	$279k		7.2k	38.73	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$278k		7.1k	39.12	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.0	$278k		8.2k	33.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJA)	0.0	$274k		12k	22.05	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$274k	NEW	1.9k	143.98	View chart
Wayfair Cl A (W)	0.0	$268k		2.7k	100.41	View chart
Autodesk (ADSK)	0.0	$268k		904.00	296.01	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$268k	+14%	1.7k	156.63	View chart
Peak (DOC)	0.0	$267k	-26%	17k	16.08	View chart
Genuine Parts Company (GPC)	0.0	$265k	-22%	2.2k	122.95	View chart
Nucor Corporation (NUE)	0.0	$263k		1.6k	163.11	View chart
Rb Global (RBA)	0.0	$262k		2.5k	102.87	View chart
Boston Scientific Corporation (BSX)	0.0	$262k		2.7k	95.35	View chart
Linde SHS (LIN)	0.0	$262k	NEW	613.00	426.55	View chart
Black Stone Minerals Com Unit (BSM)	0.0	$261k	-8%	20k	13.29	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.0	$260k	+16%	5.3k	48.68	View chart
Marathon Petroleum Corp (MPC)	0.0	$259k	NEW	1.6k	162.62	View chart
Lennox International (LII)	0.0	$257k		529.00	485.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.0	$255k		4.5k	56.62	View chart
Microchip Technology (MCHP)	0.0	$249k	NEW	3.9k	63.71	View chart
First Majestic Silver Corp (AG)	0.0	$247k	-26%	15k	16.66	View chart
Check Point Software Tech Lt Ord (CHKP)	0.0	$247k	+33%	1.3k	185.56	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.0	$246k		7.3k	33.51	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.0	$245k		1.5k	168.29	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$243k		10k	24.04	View chart
Ge Vernova (GEV)	0.0	$243k	NEW	371.00	654.06	View chart
International Tower Hill Mines (THM)	0.0	$241k		130k	1.86	View chart
Innovator Etfs Trust Equity Def Pro 2 (AOCT)	0.0	$241k		9.1k	26.57	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.0	$240k		5.1k	46.74	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$237k		3.3k	71.45	View chart
Lpl Financial Holdings (LPLA)	0.0	$236k	NEW	661.00	357.19	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$235k	NEW	1.5k	154.80	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$235k	-5%	4.1k	57.59	View chart
Boeing Company (BA)	0.0	$230k	NEW	1.1k	217.12	View chart
CVS Caremark Corporation (CVS)	0.0	$229k	NEW	2.9k	79.37	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.0	$228k		2.4k	93.97	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$228k		9.4k	24.23	View chart
Unilever Spon Adr New (UL)	0.0	$228k	NEW	3.5k	65.40	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$226k		8.4k	26.91	View chart
Eversource Energy (ES)	0.0	$224k		3.3k	67.33	View chart
Fiserv (FI)	0.0	$224k	+44%	3.3k	67.17	View chart
Aim Etf Products Trust Allianzim Us Equ (SEPU)	0.0	$224k		7.7k	28.95	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$220k		2.4k	92.51	View chart
Applovin Corp Com Cl A (APP)	0.0	$219k		325.00	673.82	View chart
Dbx Etf Tr Xtrack Msci Eurp (DBEU)	0.0	$218k		4.5k	48.00	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$217k		6.7k	32.62	View chart
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX)	0.0	$217k	+2%	7.6k	28.52	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$217k		3.6k	59.54	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.0	$217k		4.4k	49.31	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$215k		8.9k	24.28	View chart
Public Service Enterprise (PEG)	0.0	$214k	+2%	2.7k	80.29	View chart
Intel Corporation (INTC)	0.0	$214k	NEW	5.8k	36.90	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$214k		5.2k	40.72	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$208k	+5%	1.4k	146.58	View chart
Aim Etf Products Trust Allianzim Us Lrg (AUGW)	0.0	$207k		6.4k	32.53	View chart
Fortuna Mng Corp Com New (FSM)	0.0	$206k	-26%	21k	9.81	View chart
Cleveland-cliffs (CLF)	0.0	$206k		16k	13.28	View chart
Vanguard World Health Car Etf (VHT)	0.0	$204k	NEW	708.00	287.76	View chart
Aon Shs Cl A (AON)	0.0	$203k	NEW	575.00	352.88	View chart
Nike CL B (NKE)	0.0	$202k	NEW	3.2k	63.71	View chart
Spdr Series Trust State Street Spd (MDYV)	0.0	$201k		2.4k	84.65	View chart
Silvercorp Metals (SVM)	0.0	$170k	-26%	20k	8.34	View chart
BioCryst Pharmaceuticals (BCRX)	0.0	$156k		20k	7.80	View chart
First Fndtn (FFWM)	0.0	$100k	NEW	16k	6.16	View chart
Novagold Res Com New (NG)	0.0	$95k	-49%	10k	9.32	View chart
Trilogy Metals (TMQ)	0.0	$91k	+7%	21k	4.31	View chart
Organon & Co Common Stock (OGN)	0.0	$83k	NEW	12k	7.17	View chart
Niocorp Devs Com New (NB)	0.0	$80k		15k	5.30	View chart
Bitfarms (BITF)	0.0	$55k	-4%	24k	2.35	View chart
American Res Corp Cl A (AREC)	0.0	$33k		14k	2.48	View chart
I-80 Gold Corp (IAUX)	0.0	$25k	NEW	17k	1.46	View chart
Plug Power Com New (PLUG)	0.0	$21k		11k	1.97	View chart
Ur-energy (URG)	0.0	$14k	NEW	10k	1.39	View chart

Past Filings by Cypress Wealth Services

SEC 13F filings are viewable for Cypress Wealth Services going back to 2017

Cypress Wealth Services 2025 Q4 filed Jan. 14, 2026
Cypress Wealth Services 2025 Q3 filed Oct. 15, 2025
Cypress Wealth Services 2025 Q2 filed July 28, 2025
Cypress Wealth Services 2025 Q1 filed April 10, 2025
Cypress Wealth Services 2024 Q4 filed Jan. 15, 2025
Cypress Wealth Services 2024 Q3 filed Oct. 9, 2024
Cypress Wealth Services 2024 Q2 filed July 12, 2024
Cypress Wealth Services 2024 Q1 filed April 16, 2024
Cypress Wealth Services 2023 Q4 filed Jan. 11, 2024
Cypress Wealth Services 2023 Q3 filed Oct. 13, 2023
Cypress Wealth Services 2023 Q2 filed July 21, 2023
Cypress Wealth Services 2023 Q1 filed April 7, 2023
Cypress Wealth Services 2022 Q4 filed Jan. 19, 2023
Cypress Wealth Services 2022 Q3 filed Oct. 14, 2022
Cypress Wealth Services 2022 Q2 filed July 27, 2022
Cypress Wealth Services 2022 Q1 filed April 22, 2022

View all past filings

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