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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 IVV, AAPL, SPLG, QUAL, IVW, and represent 25.21% of Cypress Wealth Services's stock portfolio.
Added to shares of these 10 stocks: EFV, Innovator Etfs Trust, SCHZ, IUSB, Innovator Etfs Trust, Innovator Etfs Trust, AVGO, SLV, AHR, LNG.
Started 42 new stock positions in WM, FCX, Aim Etf Products Trust, Aim Etf Products Trust, AJUL, BSM, Innovator Etfs Trust, AMD, VNOM, EBAY.
Reduced shares in these 10 stocks: IVV, HEFA, NJUL, FJUL, QJUN, VTIP, SPLG, DJUL, NAPR, FLOT.
Sold out of its positions in DELL, GWH, EPC, QJUN, YDEC, DJUL, FJUN, FJUL, GFEB, PMAY. NAPR, PFEB, INTC, TIP, TFLO, MCK, NVO, VTIP, CBH.
Cypress Wealth Services was a net buyer of stock by $11M.
Cypress Wealth Services has $484M in assets under management (AUM), dropping by 7.68%.
Central Index Key (CIK): 0001721527

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Portfolio Holdings for Cypress Wealth Services

Cypress Wealth Services holds 282 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	7.2	$35M	-3%	61k	576.82	View chart
Apple (AAPL)	6.4	$31M		134k	233.00	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	4.3	$21M	-2%	308k	67.51	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.9	$19M		104k	179.30	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.4	$16M		171k	95.75	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	3.2	$15M		308k	49.47	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.7	$13M	-3%	121k	107.65	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.6	$12M	+12%	260k	47.52	View chart
Ishares Tr Eafe Value Etf (EFV)	2.1	$10M	+45%	176k	57.53	View chart
Ishares Tr Core Total Usd (IUSB)	2.0	$9.9M	+11%	209k	47.12	View chart
Vanguard World Mega Grwth Ind (MGK)	1.9	$9.3M	-5%	29k	321.95	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.7	$8.2M		65k	126.18	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.7	$8.1M		53k	151.62	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.6	$7.9M		40k	197.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$6.5M	-6%	12k	527.68	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.3	$6.5M		11k	573.78	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.3	$6.4M	-2%	24k	263.83	View chart
Ishares Tr S&p 100 Etf (OEF)	1.3	$6.1M	+3%	22k	276.76	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.2	$5.8M	-3%	45k	128.20	View chart
Microsoft Corporation (MSFT)	1.1	$5.3M	+5%	12k	430.30	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.1	$5.2M	-2%	22k	237.21	View chart
Ishares Tr Pfd And Incm Sec (PFF)	1.0	$5.1M		152k	33.23	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	1.0	$5.0M	+3%	154k	32.67	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$4.7M		90k	52.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.0	$4.6M	+7%	10k	460.26	View chart
Ishares Tr Mbs Etf (MBB)	0.9	$4.5M		47k	95.81	View chart
Amazon (AMZN)	0.8	$4.1M	+3%	22k	186.33	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$4.1M		25k	165.85	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.8	$3.7M	+6%	44k	83.75	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.7	$3.6M		45k	80.30	View chart
NVIDIA Corporation (NVDA)	0.7	$3.5M	+11%	29k	121.44	View chart
United Parcel Service CL B (UPS)	0.7	$3.4M	+3%	25k	136.34	View chart
Costco Wholesale Corporation (COST)	0.7	$3.4M	+4%	3.8k	886.55	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$3.1M		37k	84.53	View chart
Ishares Msci Emrg Chn (EMXC)	0.6	$3.0M	+15%	50k	61.11	View chart
Tesla Motors (TSLA)	0.6	$2.8M	+4%	11k	261.63	View chart
Ishares Tr Select Divid Etf (DVY)	0.6	$2.8M	-3%	21k	135.07	View chart
Vanguard World Consum Stp Etf (VDC)	0.6	$2.8M		13k	218.47	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$2.8M		17k	167.19	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.6	$2.7M	-5%	91k	29.53	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$2.6M		5.4k	488.11	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.5	$2.6M		61k	41.69	View chart
Meta Platforms Cl A (META)	0.5	$2.5M	+3%	4.3k	572.50	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$2.5M	+5%	23k	108.63	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.5	$2.4M	+17%	46k	53.53	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$2.3M	-6%	36k	64.86	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.5	$2.3M	-11%	23k	98.10	View chart
Ishares Tr Us Infrastruc (IFRA)	0.5	$2.2M		47k	46.97	View chart
Marriott Intl Cl A (MAR)	0.5	$2.2M	+2%	8.8k	248.59	View chart
JPMorgan Chase & Co. (JPM)	0.4	$2.1M	+4%	10k	210.86	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$2.1M	-17%	36k	57.41	View chart
Ishares Tr Europe Etf (IEV)	0.4	$2.1M	+17%	36k	58.27	View chart
Innovator Etfs Trust Equity Defined P	0.4	$1.9M	NEW	73k	26.78	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.8M	+15%	16k	117.22	View chart
Eli Lilly & Co. (LLY)	0.4	$1.8M	-3%	2.1k	885.88	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$1.8M		8.9k	198.06	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.4	$1.7M	-18%	19k	91.31	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.3	$1.7M		57k	29.41	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.3	$1.7M	-21%	42k	39.25	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$1.6M		32k	51.12	View chart
Chevron Corporation (CVX)	0.3	$1.6M	+13%	11k	147.27	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.3	$1.6M		16k	101.52	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$1.6M		5.9k	263.30	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$1.6M		5.0k	314.39	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.3	$1.5M	+3%	51k	29.13	View chart
American Express Company (AXP)	0.3	$1.4M	+2%	5.3k	271.18	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.3M	-2%	27k	47.85	View chart
Shopify Cl A (SHOP)	0.3	$1.3M		16k	80.14	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.3	$1.3M		50k	25.53	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.3	$1.3M	-46%	36k	35.42	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.3	$1.2M		31k	40.48	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.2	$1.1M	-49%	18k	60.82	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.2	$1.1M	-3%	40k	27.44	View chart
Johnson & Johnson (JNJ)	0.2	$1.1M		6.7k	162.05	View chart
WestAmerica Ban (WABC)	0.2	$1.1M		22k	49.42	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$1.1M	+7%	19k	57.83	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.2	$1.1M		33k	32.97	View chart
Wal-Mart Stores (WMT)	0.2	$1.1M		13k	80.75	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.2	$1.0M		18k	58.97	View chart
Texas Instruments Incorporated (TXN)	0.2	$1.0M	+27%	5.0k	206.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.2	$1.0M		45k	22.88	View chart
Amgen (AMGN)	0.2	$1.0M		3.1k	322.25	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$992k		11k	93.58	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$981k	+12%	50k	19.56	View chart
Oracle Corporation (ORCL)	0.2	$980k	+2%	5.7k	170.39	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.2	$979k	+13%	47k	20.65	View chart
BlackRock (BLK)	0.2	$964k		1.0k	949.97	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$955k		12k	82.53	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$954k	+12%	48k	19.72	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.2	$942k	+9%	45k	21.12	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$940k		8.6k	109.33	View chart
Visa Com Cl A (V)	0.2	$903k	-2%	3.3k	274.96	View chart
Wells Fargo & Company (WFC)	0.2	$893k		16k	56.49	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.2	$884k		28k	31.34	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.2	$877k		20k	44.79	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.2	$874k		5.2k	169.23	View chart
UnitedHealth (UNH)	0.2	$845k	+5%	1.4k	584.81	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.2	$837k		41k	20.38	View chart
Verizon Communications (VZ)	0.2	$828k		18k	44.91	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$826k	+275%	29k	28.41	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$820k	+17%	6.5k	125.62	View chart
Philip Morris International (PM)	0.2	$819k		6.7k	121.40	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$813k		7.5k	109.04	View chart
Broadcom (AVGO)	0.2	$793k	+1031%	4.6k	172.51	View chart
Ishares Emng Mkts Eqt (EMGF)	0.2	$770k	-5%	16k	49.79	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$759k		9.6k	79.42	View chart
Innovator Etfs Trust Equity Defined P	0.2	$755k	NEW	31k	24.66	View chart
Comcast Corp Cl A (CMCSA)	0.2	$748k		18k	41.77	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$744k	+2%	7.8k	95.94	View chart
Innovator Etfs Trust Equity Defined P	0.1	$725k	NEW	29k	24.87	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$689k	-7%	6.8k	101.27	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$679k		1.6k	423.12	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$656k		3.8k	174.57	View chart
Starbucks Corporation (SBUX)	0.1	$654k	-3%	6.7k	97.49	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$654k	+69%	32k	20.56	View chart
Cisco Systems (CSCO)	0.1	$647k		12k	53.22	View chart
Coca-Cola Company (KO)	0.1	$641k	+2%	8.9k	71.86	View chart
Duke Energy Corp Com New (DUK)	0.1	$640k	+40%	5.6k	115.30	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.1	$639k		61k	10.45	View chart
Walt Disney Company (DIS)	0.1	$639k		6.6k	96.19	View chart
Pfizer (PFE)	0.1	$638k	+22%	22k	28.94	View chart
Home Depot (HD)	0.1	$633k	+5%	1.6k	405.08	View chart
Lamar Advertising Cl A (LAMR)	0.1	$633k		4.7k	133.60	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$633k	-3%	10k	61.08	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$631k	-44%	12k	51.04	View chart
Edison International (EIX)	0.1	$614k		7.0k	87.09	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$606k	+4%	5.2k	116.96	View chart
Eaton Vance Calif Mun Incom Sh Ben Int (CEV)	0.1	$603k	+73%	56k	10.87	View chart
Vanguard World Energy Etf (VDE)	0.1	$599k	-2%	4.9k	122.47	View chart
American Tower Reit (AMT)	0.1	$598k		2.6k	232.56	View chart
Ford Motor Company (F)	0.1	$598k		57k	10.56	View chart
Medtronic SHS (MDT)	0.1	$589k		6.5k	90.03	View chart
Cava Group Ord (CAVA)	0.1	$589k	-7%	4.8k	123.85	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$585k	+4%	7.5k	78.05	View chart
Mastercard Incorporated Cl A (MA)	0.1	$582k	+5%	1.2k	493.68	View chart
Lowe's Companies (LOW)	0.1	$580k	+2%	2.1k	270.87	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$577k		1.5k	375.43	View chart
Enbridge (ENB)	0.1	$575k		14k	40.61	View chart
Goldman Sachs (GS)	0.1	$566k	+3%	1.1k	495.04	View chart
Huntington Ingalls Inds (HII)	0.1	$562k	+59%	2.1k	264.38	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$555k	-10%	13k	41.32	View chart
Air Products & Chemicals (APD)	0.1	$554k		1.9k	297.77	View chart
Abbvie (ABBV)	0.1	$541k	+6%	2.7k	197.49	View chart
Booking Holdings (BKNG)	0.1	$539k		128.00	4214.33	View chart
Rivernorth Opportunistic Mun (RMI)	0.1	$531k		33k	16.33	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$526k		11k	46.47	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$522k	-15%	13k	39.69	View chart
Netflix (NFLX)	0.1	$522k	+13%	736.00	709.27	View chart
Charles Schwab Corporation (SCHW)	0.1	$520k		8.0k	64.81	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$509k		1.3k	384.00	View chart
Thermo Fisher Scientific (TMO)	0.1	$503k		813.00	618.62	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$502k	NEW	19k	26.10	View chart
Procter & Gamble Company (PG)	0.1	$500k	+6%	2.9k	173.20	View chart
Entergy Corporation (ETR)	0.1	$495k		3.8k	131.61	View chart
TJX Companies (TJX)	0.1	$490k	+2%	4.2k	117.54	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$473k	-40%	13k	36.88	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$473k		20k	23.45	View chart
Omni (OMC)	0.1	$472k		4.6k	103.40	View chart
Cheniere Energy Com New (LNG)	0.1	$451k	NEW	2.5k	179.84	View chart
Ball Corporation (BALL)	0.1	$443k		6.5k	67.91	View chart
Bank of America Corporation (BAC)	0.1	$442k		11k	39.68	View chart
Aim Etf Products Trust Allianzim Us Equ	0.1	$441k	NEW	17k	25.85	View chart
Lockheed Martin Corporation (LMT)	0.1	$440k	NEW	753.00	584.72	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$438k	-3%	9.4k	46.34	View chart
Alamos Gold Com Cl A (AGI)	0.1	$438k	NEW	22k	19.94	View chart
Aim Etf Products Trust Allianzim Us Equ	0.1	$437k	NEW	17k	25.41	View chart
Kkr & Co (KKR)	0.1	$435k	+2%	3.3k	130.58	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.1	$428k		4.0k	106.84	View chart
Williams Companies (WMB)	0.1	$423k		9.3k	45.65	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$421k	+2%	1.2k	353.56	View chart
Innovator Etfs Trust Equity Defined P (AJUL)	0.1	$408k	NEW	15k	26.93	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$407k	-3%	8.1k	50.50	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$406k		3.5k	117.62	View chart
Genuine Parts Company (GPC)	0.1	$405k		2.9k	139.68	View chart
Honeywell International (HON)	0.1	$403k		1.9k	206.71	View chart
Merck & Co (MRK)	0.1	$401k		3.5k	113.56	View chart
GSK Sponsored Adr (GSK)	0.1	$395k		9.7k	40.88	View chart
Ishares Tr Global Energ Etf (IXC)	0.1	$394k	-19%	9.7k	40.48	View chart
Waste Management (WM)	0.1	$394k	NEW	1.9k	207.60	View chart
Raytheon Technologies Corp (RTX)	0.1	$393k	NEW	3.2k	121.15	View chart
Viper Energy Cl A (VNOM)	0.1	$392k	NEW	8.7k	45.11	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$389k	+17%	1.6k	243.06	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$385k		1.4k	283.11	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$382k	NEW	7.7k	49.70	View chart
Altria (MO)	0.1	$380k		7.4k	51.04	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$378k		9.9k	38.31	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$376k	+29%	1.6k	230.59	View chart
Pepsi (PEP)	0.1	$371k	-27%	2.2k	170.05	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$368k		14k	25.53	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$368k	-16%	12k	31.78	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.1	$361k	NEW	17k	20.92	View chart
Truist Financial Corp equities (TFC)	0.1	$360k	+2%	8.4k	42.77	View chart
Anthem (ELV)	0.1	$353k	+3%	679.00	520.38	View chart
Abbott Laboratories (ABT)	0.1	$331k	+5%	2.9k	114.00	View chart
McDonald's Corporation (MCD)	0.1	$331k	+2%	1.1k	304.47	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.1	$328k		13k	26.22	View chart
Franco-Nevada Corporation (FNV)	0.1	$325k	-4%	2.6k	124.25	View chart
International Business Machines (IBM)	0.1	$324k	+5%	1.5k	221.08	View chart
Black Stone Minerals Com Unit (BSM)	0.1	$324k	NEW	21k	15.10	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.1	$322k		2.4k	131.46	View chart
Freeport-mcmoran CL B (FCX)	0.1	$309k	NEW	6.2k	49.92	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$307k		1.8k	173.67	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$304k		3.9k	78.37	View chart
Textron (TXT)	0.1	$302k	NEW	3.4k	88.58	View chart
Wec Energy Group (WEC)	0.1	$297k		3.1k	96.18	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$293k	+3%	1.9k	153.12	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.1	$292k		94k	3.12	View chart
Ishares Tr Msci Usa Sze Ft (SIZE)	0.1	$289k		1.9k	148.80	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$288k		9.5k	30.36	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$284k	+3%	6.0k	47.13	View chart
General Dynamics Corporation (GD)	0.1	$282k		932.00	302.22	View chart
Sweetgreen Com Cl A (SG)	0.1	$282k	NEW	7.9k	35.45	View chart
Iqvia Holdings (IQV)	0.1	$281k		1.2k	236.97	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.1	$278k		24k	11.52	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$276k		485.00	569.66	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$276k	-8%	5.5k	50.28	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$276k		11k	24.37	View chart
ConocoPhillips (COP)	0.1	$275k	+3%	2.6k	105.29	View chart
At&t (T)	0.1	$270k	+3%	12k	22.00	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$269k	-19%	7.4k	36.41	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.1	$267k	-15%	3.4k	79.46	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$266k	-3%	1.2k	220.96	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$266k	+20%	7.4k	36.13	View chart
CarMax (KMX)	0.1	$266k		3.4k	77.38	View chart
Vanguard World Health Car Etf (VHT)	0.1	$265k		940.00	282.14	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$258k		11k	24.30	View chart
Nucor Corporation (NUE)	0.1	$255k	NEW	1.7k	150.34	View chart
Adobe Systems Incorporated (ADBE)	0.1	$254k	+7%	491.00	517.78	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.1	$253k		4.8k	53.24	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$252k		6.7k	37.86	View chart
Blackrock Calif Mun Income T Sh Ben Int (BFZ)	0.1	$250k	NEW	21k	12.09	View chart
Bny Mellon Alcentra Global Cr (DCF)	0.1	$249k		27k	9.18	View chart
Fidelity National Information Services (FIS)	0.1	$248k		3.0k	83.75	View chart
Automatic Data Processing (ADP)	0.1	$248k	+4%	896.00	276.73	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$247k	-56%	4.6k	53.63	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$243k		3.4k	71.10	View chart
Eaton Vance Cali Muni Bnd Fnd (EVM)	0.1	$243k	NEW	25k	9.65	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.0	$241k	-20%	6.5k	37.07	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$241k		3.9k	62.32	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.0	$231k	+2%	6.3k	36.84	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$229k	-11%	3.4k	66.53	View chart
Public Service Enterprise (PEG)	0.0	$228k	NEW	2.6k	89.21	View chart
Agnico (AEM)	0.0	$225k	NEW	2.8k	80.56	View chart
Biohaven (BHVN)	0.0	$224k	NEW	4.5k	49.97	View chart
Fiserv (FI)	0.0	$223k	NEW	1.2k	179.65	View chart
Martin Marietta Materials (MLM)	0.0	$221k		411.00	538.25	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$221k	NEW	2.7k	80.77	View chart
Boston Scientific Corporation (BSX)	0.0	$219k	NEW	2.6k	83.80	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$219k		3.2k	67.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.0	$219k	-59%	4.5k	48.56	View chart
eBay (EBAY)	0.0	$217k	NEW	3.3k	65.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.0	$217k	-18%	8.1k	26.75	View chart
L3harris Technologies (LHX)	0.0	$216k		908.00	237.88	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$215k	-14%	2.4k	90.80	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.0	$213k		4.3k	50.18	View chart
Flex Lng SHS (FLNG)	0.0	$213k	NEW	8.4k	25.44	View chart
Novartis Sponsored Adr (NVS)	0.0	$213k	NEW	1.9k	115.02	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$213k	NEW	2.5k	83.67	View chart
Advanced Micro Devices (AMD)	0.0	$210k	NEW	1.3k	164.14	View chart
Sempra Energy (SRE)	0.0	$210k	NEW	2.5k	83.64	View chart
Teck Resources CL B (TECK)	0.0	$210k	NEW	4.0k	52.24	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.0	$209k		5.1k	40.70	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.0	$208k		7.9k	26.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.0	$207k	-37%	4.5k	45.75	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.0	$205k		8.2k	25.10	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$205k	-17%	3.7k	55.63	View chart
Peabody Energy (BTU)	0.0	$204k	NEW	7.7k	26.54	View chart
Qualcomm (QCOM)	0.0	$203k	NEW	1.2k	170.11	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$202k	NEW	3.4k	59.22	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.0	$202k	NEW	1.5k	138.64	View chart
Eaton Corp SHS (ETN)	0.0	$201k	NEW	606.00	331.44	View chart
Jack Henry & Associates (JKHY)	0.0	$200k	NEW	1.1k	176.54	View chart
Fortuna Mng Corp Com New (FSM)	0.0	$163k		35k	4.63	View chart
Bitfarms (BITF)	0.0	$160k		76k	2.11	View chart
BioCryst Pharmaceuticals (BCRX)	0.0	$152k		20k	7.60	View chart
Silvercorp Metals (SVM)	0.0	$149k		34k	4.37	View chart
First Majestic Silver Corp (AG)	0.0	$144k		24k	6.00	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$124k		10k	12.35	View chart
Novagold Res Com New (NG)	0.0	$82k		20k	4.10	View chart
International Tower Hill Mines (THM)	0.0	$73k		130k	0.56	View chart
Plug Power Com New (PLUG)	0.0	$24k		11k	2.26	View chart
Trilogy Metals (TMQ)	0.0	$9.5k	NEW	20k	0.48	View chart

Past Filings by Cypress Wealth Services

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

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
Cypress Wealth Services 2021 Q4 filed Jan. 19, 2022
Cypress Wealth Services 2021 Q3 filed Oct. 13, 2021
Cypress Wealth Services 2021 Q2 filed July 14, 2021
Cypress Wealth Services 2021 Q1 filed April 28, 2021
Cypress Wealth Services 2020 Q4 filed Jan. 22, 2021

View all past filings

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