Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Cypress Wealth Services

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

Top 5 stock holdings are AAPL, IVV, SPLG, QUAL, DYNF, and represent 21.94% of Cypress Wealth Services's stock portfolio.
Added to shares of these 10 stocks: OEF (+$5.2M), BAI, SHLD, SPLG, PJUL, ITA, DYNF, SPEM, YJUN, NJUL.
Started 43 new stock positions in AVUS, SHLD, ADI, IWD, C, CRWV, BK, BABA, PSTG, W.
Reduced shares in these 10 stocks: EFG (-$5.8M), IYW (-$5.1M), EFV, QUAL, PMAR, KJUL, EJUL, IJUL, IUSB, IWM.
Sold out of its positions in AR, KMX, CAVA, COIN, KJUL, IJAN, KOCT, EJUL, HEFA, Lucid Group. NVO, SG, TXRH, VHT, Viper Energy.
Cypress Wealth Services was a net buyer of stock by $7.7M.
Cypress Wealth Services has $611M in assets under management (AUM), dropping by 9.31%.
Central Index Key (CIK): 0001721527

Tip: Access up to 7 years of quarterly data

Positions held by Cypress Wealth Services consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Cypress Wealth Services

Cypress Wealth Services holds 346 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.7	$35M		136k	254.63	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.6	$28M	-2%	42k	669.29	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	4.1	$25M	+8%	321k	78.34	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.8	$23M	-10%	119k	194.50	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.7	$23M	+6%	385k	59.20	View chart
Ishares Tr S&p 100 Etf (OEF)	3.1	$19M	+36%	58k	332.84	View chart
Ishares Tr Eafe Value Etf (EFV)	2.8	$17M	-13%	254k	67.83	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.6	$16M	-2%	134k	120.72	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.0	$12M		60k	206.51	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.9	$12M	-4%	493k	23.47	View chart
Vanguard World Mega Grwth Ind (MGK)	1.7	$10M		26k	402.42	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.7	$10M		16k	666.18	View chart
Microsoft Corporation (MSFT)	1.4	$8.8M		17k	517.95	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.4	$8.5M		59k	145.60	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$8.2M		13k	612.39	View chart
NVIDIA Corporation (NVDA)	1.3	$7.9M	+2%	42k	186.58	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.2	$7.5M	+21%	160k	46.81	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.2	$7.5M	+3%	197k	37.86	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.2	$7.2M	+95%	212k	34.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$6.9M	-8%	28k	243.10	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.1	$6.8M		23k	293.74	View chart
Ishares Tr Core Total Usd (IUSB)	1.1	$6.6M	-12%	142k	46.71	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.1	$6.5M		46k	140.95	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$6.2M	+9%	93k	65.92	View chart
Amazon (AMZN)	1.0	$6.0M	+9%	28k	219.57	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$5.9M	+2%	99k	59.92	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.9	$5.6M		22k	254.27	View chart
Tesla Motors (TSLA)	0.9	$5.6M		13k	444.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$5.6M	+3%	11k	502.74	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$4.8M	-4%	20k	243.55	View chart
Costco Wholesale Corporation (COST)	0.7	$4.5M	+5%	4.9k	925.58	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.7	$4.5M	-3%	142k	31.62	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$4.4M		46k	95.15	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.7	$4.3M	-57%	38k	113.88	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.7	$4.3M	-54%	22k	195.86	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$4.1M	+31%	56k	72.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$4.0M	+2%	6.7k	600.41	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$3.8M	+3%	45k	84.11	View chart
Meta Platforms Cl A (META)	0.6	$3.7M	+2%	5.0k	734.45	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.6	$3.5M		44k	81.19	View chart
JPMorgan Chase & Co. (JPM)	0.6	$3.5M	+6%	11k	315.43	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.6	$3.4M	-7%	96k	35.48	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.5	$3.2M	+21%	31k	102.99	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.5	$3.0M	+4%	57k	53.24	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.5	$3.0M		25k	121.06	View chart
Aim Etf Products Trust Allianzim Us Equ (NVBU)	0.5	$2.8M		100k	28.31	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$2.7M	-4%	100k	27.30	View chart
Broadcom (AVGO)	0.4	$2.7M	+29%	8.2k	329.92	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$2.7M		19k	142.10	View chart
Marriott Intl Cl A (MAR)	0.4	$2.6M	+8%	10k	260.44	View chart
Global X Fds Defense Tech Etf (SHLD)	0.4	$2.6M	NEW	37k	70.24	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.4	$2.6M		17k	148.61	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$2.5M		23k	106.49	View chart
Vanguard World Consum Stp Etf (VDC)	0.4	$2.5M	-5%	12k	213.73	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$2.4M	-2%	53k	44.69	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$2.3M		9.0k	256.45	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$2.3M		6.3k	365.48	View chart
United Parcel Service CL B (UPS)	0.3	$2.1M		25k	83.53	View chart
American Express Company (AXP)	0.3	$2.0M		6.1k	332.17	View chart
Eli Lilly & Co. (LLY)	0.3	$2.0M	+11%	2.7k	763.01	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$2.0M	-2%	30k	68.46	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$1.9M		8.9k	215.80	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.3	$1.9M	+5%	41k	46.63	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.8M		16k	112.75	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.3	$1.7M	NEW	38k	45.60	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.7M		32k	54.18	View chart
Ishares Tr Europe Etf (IEV)	0.3	$1.7M	-17%	26k	65.48	View chart
Innovator Etfs Trust Equity Defined P (ZNOV)	0.3	$1.7M		64k	26.40	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$1.7M	+7%	34k	49.46	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.3	$1.6M	NEW	7.6k	209.26	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$1.6M	-13%	5.2k	307.87	View chart
Oracle Corporation (ORCL)	0.3	$1.6M	-10%	5.6k	281.23	View chart
Chevron Corporation (CVX)	0.3	$1.6M	+5%	10k	155.30	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.3	$1.6M		13k	117.04	View chart
Wal-Mart Stores (WMT)	0.3	$1.5M	+2%	15k	103.06	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$1.5M		16k	95.14	View chart
Goldman Sachs (GS)	0.2	$1.5M	+8%	1.9k	796.14	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$1.5M	+4%	28k	51.23	View chart
Wells Fargo & Company (WFC)	0.2	$1.4M	+5%	17k	83.82	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$1.4M	-20%	28k	50.07	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$1.4M		15k	95.19	View chart
Sprott Asset Management Physical Silver (PSLV)	0.2	$1.3M		86k	15.70	View chart
Johnson & Johnson (JNJ)	0.2	$1.3M	+8%	7.2k	185.43	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.2	$1.3M		46k	28.73	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.3M	+3%	3.9k	328.18	View chart
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)	0.2	$1.2M		38k	32.99	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$1.2M		42k	29.62	View chart
Philip Morris International (PM)	0.2	$1.2M		7.6k	162.19	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$1.2M		29k	42.37	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.2M		8.3k	145.65	View chart
Visa Com Cl A (V)	0.2	$1.2M	+3%	3.5k	341.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.2	$1.2M	NEW	48k	25.07	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.2	$1.2M	NEW	17k	71.11	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.2	$1.1M		18k	60.23	View chart
WestAmerica Ban (WABC)	0.2	$1.1M		22k	49.99	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$1.1M		10k	103.21	View chart
Bloom Energy Corp Com Cl A (BE)	0.2	$1.1M		13k	84.57	View chart
Netflix (NFLX)	0.2	$1.1M		876.00	1199.02	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$1.0M	+2%	16k	65.00	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.2	$1.0M		39k	26.58	View chart
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)	0.2	$1.0M	NEW	27k	38.41	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.2	$1.0M	NEW	35k	29.29	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.2	$1.0M	+5%	49k	20.69	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$1.0M	+5%	52k	19.56	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.2	$1.0M	NEW	35k	28.65	View chart
Arista Networks Com Shs (ANET)	0.2	$1.0M	-3%	6.9k	145.71	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.2	$1.0M	-16%	28k	36.33	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$988k	+5%	50k	19.71	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$986k	-5%	17k	57.47	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$953k	-6%	7.6k	125.95	View chart
Blackrock (BLK)	0.2	$950k	-16%	814.00	1166.48	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.2	$949k	+3%	46k	20.57	View chart
Spdr Series Trust Ssga Us Lrg Etf (LGLV)	0.2	$920k		5.2k	178.16	View chart
Cisco Systems (CSCO)	0.1	$903k	+5%	13k	68.42	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$897k		48k	18.81	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$879k		9.4k	93.37	View chart
Verizon Communications (VZ)	0.1	$879k	+3%	20k	43.95	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$872k		1.9k	463.75	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$860k	-17%	7.7k	111.84	View chart
Aim Etf Products Trust Allianzim Us Eqt (OCTU)	0.1	$851k		30k	27.99	View chart
Amgen (AMGN)	0.1	$846k		3.0k	282.17	View chart
Innovator Etfs Trust Equity Jan 20227 (TJAN)	0.1	$827k		31k	27.03	View chart
Charles Schwab Corporation (SCHW)	0.1	$822k		8.6k	95.47	View chart
Walt Disney Company (DIS)	0.1	$810k	-4%	7.1k	114.49	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$796k	-13%	9.1k	87.31	View chart
Innovator Etfs Trust Equity Defined P (ZAUG)	0.1	$787k	+14%	30k	26.46	View chart
Palantir Technologies Cl A (PLTR)	0.1	$784k	+15%	4.3k	182.42	View chart
Alamos Gold Com Cl A (AGI)	0.1	$772k		22k	34.86	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$742k		13k	56.58	View chart
Becton, Dickinson and (BDX)	0.1	$733k	+8%	3.9k	187.16	View chart
Invesco Van Kampen Cal Val Mun Inc Trust (VCV)	0.1	$720k		68k	10.59	View chart
Enbridge (ENB)	0.1	$711k		14k	50.46	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$710k		7.9k	89.77	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$708k	-19%	11k	67.51	View chart
Innovator Etfs Trust Equity Defined P (ZAPR)	0.1	$706k		28k	25.44	View chart
Entergy Corporation (ETR)	0.1	$705k		7.6k	93.19	View chart
salesforce (CRM)	0.1	$700k		3.0k	237.04	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$694k	-4%	13k	53.40	View chart
Home Depot (HD)	0.1	$694k	+3%	1.7k	405.11	View chart
Texas Instruments Incorporated (TXN)	0.1	$691k		3.8k	183.74	View chart
Mastercard Incorporated Cl A (MA)	0.1	$689k	+6%	1.2k	568.76	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$689k	+20%	1.5k	468.33	View chart
Coca-Cola Company (KO)	0.1	$677k		10k	66.32	View chart
Ford Motor Company (F)	0.1	$677k		57k	11.96	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$677k		3.6k	186.49	View chart
Medtronic SHS (MDT)	0.1	$667k		7.0k	95.24	View chart
Vanguard World Energy Etf (VDE)	0.1	$666k		5.3k	125.86	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$658k	-3%	5.3k	125.06	View chart
Booking Holdings (BKNG)	0.1	$655k		121.00	5409.67	View chart
Cheniere Energy Com New (LNG)	0.1	$650k	+7%	2.8k	235.02	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$646k		8.1k	79.93	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$643k		1.3k	479.69	View chart
Innovator Etfs Trust Intl Developed (IAUG)	0.1	$642k		23k	27.87	View chart
Thermo Fisher Scientific (TMO)	0.1	$636k	-7%	1.3k	485.10	View chart
Duke Energy Corp Com New (DUK)	0.1	$625k		5.0k	123.74	View chart
Comcast Corp Cl A (CMCSA)	0.1	$614k	+3%	20k	31.42	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	0.1	$612k		22k	28.05	View chart
TJX Companies (TJX)	0.1	$610k	-5%	4.2k	144.52	View chart
Starbucks Corporation (SBUX)	0.1	$604k		7.1k	84.60	View chart
Blackrock Calif Mun Income T Sh Ben Int (BFZ)	0.1	$604k		55k	10.95	View chart
Aim Etf Products Trust Us Lagcp B20 May (MAYW)	0.1	$604k		18k	32.95	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$587k	-8%	2.1k	279.29	View chart
Abbvie (ABBV)	0.1	$577k	-9%	2.5k	231.51	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$571k	+3%	1.6k	355.47	View chart
Omni (OMC)	0.1	$563k	+11%	6.9k	81.53	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.1	$562k	NEW	52k	10.85	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$562k		12k	45.76	View chart
Eaton Vance Calif Mun Incom Sh Ben Int (CEV)	0.1	$558k		55k	10.08	View chart
Lamar Advertising Cl A (LAMR)	0.1	$558k		4.6k	122.43	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.1	$557k		21k	26.49	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$551k	+16%	15k	36.35	View chart
Lowe's Companies (LOW)	0.1	$551k		2.2k	251.34	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$546k	-5%	10k	52.82	View chart
UnitedHealth (UNH)	0.1	$544k		1.6k	345.32	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$543k		7.0k	78.09	View chart
International Business Machines (IBM)	0.1	$524k		1.9k	282.18	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$515k	+2%	22k	23.12	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.1	$515k	+2%	7.1k	72.58	View chart
Bank of America Corporation (BAC)	0.1	$506k	+3%	9.8k	51.59	View chart
GSK Sponsored Adr (GSK)	0.1	$503k		12k	43.16	View chart
Air Products & Chemicals (APD)	0.1	$499k		1.8k	272.70	View chart
American Tower Reit (AMT)	0.1	$494k	-4%	2.6k	192.32	View chart
Aim Etf Products Trust Us Lrgcp B20 Apr (APRW)	0.1	$491k		14k	34.23	View chart
Procter & Gamble Company (PG)	0.1	$479k	+3%	3.1k	153.65	View chart
Agnico (AEM)	0.1	$478k		2.8k	168.58	View chart
Rivernorth Opportunistic Mun (RMI)	0.1	$475k		33k	14.62	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$475k	-3%	1.8k	271.12	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.1	$472k	-4%	11k	44.35	View chart
Deere & Company (DE)	0.1	$470k	-3%	1.0k	457.11	View chart
Pfizer (PFE)	0.1	$465k		18k	25.48	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$464k	NEW	4.7k	99.53	View chart
Pepsi (PEP)	0.1	$461k	+40%	3.3k	140.45	View chart
Kkr & Co (KKR)	0.1	$446k		3.4k	129.94	View chart
Applied Materials (AMAT)	0.1	$442k		2.2k	204.78	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$436k	+54%	10k	42.47	View chart
Peak (DOC)	0.1	$434k	NEW	23k	19.15	View chart
Franco-Nevada Corporation (FNV)	0.1	$425k	-17%	1.9k	222.91	View chart
Waste Management (WM)	0.1	$422k		1.9k	220.84	View chart
Ishares Tr Msci Usa Sze Ft (SIZE)	0.1	$420k	+33%	2.6k	160.78	View chart
Honeywell International (HON)	0.1	$419k	-2%	2.0k	210.51	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.1	$418k		6.1k	67.90	View chart
At&t (T)	0.1	$413k		15k	28.24	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.1	$412k		91k	4.54	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$404k	+35%	1.6k	246.64	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$399k		9.7k	41.15	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$395k		3.2k	122.45	View chart
Truist Financial Corp equities (TFC)	0.1	$387k		8.5k	45.72	View chart
Genuine Parts Company (GPC)	0.1	$384k		2.8k	138.60	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.1	$377k		3.6k	105.36	View chart
McDonald's Corporation (MCD)	0.1	$372k	+8%	1.2k	303.95	View chart
Aim Etf Products Trust Us Larcp B20 Mar (MARW)	0.1	$372k		11k	33.61	View chart
Huntington Ingalls Inds (HII)	0.1	$371k		1.3k	287.99	View chart
Automatic Data Processing (ADP)	0.1	$371k	+28%	1.3k	293.56	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$370k	+4%	3.7k	100.25	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$368k		3.6k	103.36	View chart
Raytheon Technologies Corp (RTX)	0.1	$368k	-6%	2.2k	167.35	View chart
Innovator Etfs Trust Growth 100 Pwr B (NNOV)	0.1	$366k		13k	28.52	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$361k		2.2k	160.65	View chart
Ares Capital Corporation (ARCC)	0.1	$357k	-4%	18k	20.41	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.1	$350k		13k	27.93	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$347k	-82%	7.9k	43.91	View chart
Wec Energy Group (WEC)	0.1	$343k		3.0k	114.58	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$343k		2.0k	170.87	View chart
Aim Etf Products Trust Allianzim Us Equ (DECU)	0.1	$339k		13k	26.88	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.1	$339k		14k	24.96	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.1	$338k	+7%	7.8k	43.20	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$336k		13k	25.52	View chart
General Dynamics Corporation (GD)	0.1	$336k		984.00	340.91	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$335k	+5%	7.7k	43.42	View chart
Viper Energy Cl A (VNOM)	0.1	$335k	NEW	8.8k	38.22	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.1	$332k	+2%	2.6k	125.95	View chart
Ball Corporation (BALL)	0.1	$332k		6.6k	50.42	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$331k	NEW	1.6k	203.59	View chart
Qualcomm (QCOM)	0.1	$329k	+18%	2.0k	166.40	View chart
Altria (MO)	0.1	$328k		5.0k	66.06	View chart
Innovator Etfs Trust Equity Defined P (AJUL)	0.1	$325k		11k	28.62	View chart
Fidelity National Information Services (FIS)	0.1	$324k	+62%	4.9k	65.94	View chart
Iqvia Holdings (IQV)	0.1	$324k	+2%	1.7k	189.94	View chart
SYSCO Corporation (SYY)	0.1	$323k		3.9k	82.33	View chart
Morgan Stanley Com New (MS)	0.1	$323k	+9%	2.0k	158.97	View chart
Micron Technology (MU)	0.1	$322k	+2%	1.9k	167.33	View chart
McKesson Corporation (MCK)	0.1	$322k		417.00	771.96	View chart
Merck & Co (MRK)	0.1	$322k	-2%	3.8k	83.93	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$320k	NEW	2.9k	108.69	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$320k	-2%	652.00	490.38	View chart
Abbott Laboratories (ABT)	0.1	$317k		2.4k	133.94	View chart
ConocoPhillips (COP)	0.1	$315k	+6%	3.3k	94.60	View chart
Anthem (ELV)	0.1	$314k	+4%	972.00	323.25	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$313k	-74%	1.3k	241.91	View chart
Ge Aerospace Com New (GE)	0.1	$310k	+2%	1.0k	300.69	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$308k	+3%	1.2k	247.16	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$306k	NEW	3.9k	78.90	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$304k	-18%	7.2k	42.02	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.0	$304k		4.9k	62.12	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$301k	+35%	2.1k	142.41	View chart
Fiserv (FI)	0.0	$297k	-2%	2.3k	128.93	View chart
Sempra Energy (SRE)	0.0	$291k		3.2k	89.98	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$289k		485.00	596.03	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$288k		11k	25.71	View chart
Autodesk (ADSK)	0.0	$288k		907.00	317.67	View chart
Lockheed Martin Corporation (LMT)	0.0	$287k	NEW	575.00	499.58	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$286k		6.1k	46.93	View chart
O'reilly Automotive (ORLY)	0.0	$285k	NEW	2.6k	107.81	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$283k	-7%	3.2k	89.37	View chart
Black Stone Minerals Com Unit (BSM)	0.0	$282k		21k	13.14	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$281k	+20%	2.4k	118.83	View chart
Lennox International (LII)	0.0	$281k	NEW	530.00	529.39	View chart
Rb Global (RBA)	0.0	$274k		2.5k	108.36	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.0	$273k	-68%	8.2k	33.21	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$273k		7.1k	38.36	View chart
Novartis Sponsored Adr (NVS)	0.0	$273k		2.1k	128.24	View chart
Aim Etf Products Trust Us Larcp B10 Mar (MART)	0.0	$271k		7.2k	37.70	View chart
Boston Scientific Corporation (BSX)	0.0	$271k		2.8k	97.63	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$271k		2.7k	100.05	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$267k		3.3k	79.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJA)	0.0	$267k		12k	21.43	View chart
Martin Marietta Materials (MLM)	0.0	$263k		417.00	630.44	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.0	$260k		1.9k	140.02	View chart
Fortuna Mng Corp Com New (FSM)	0.0	$258k	-18%	29k	8.96	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$252k		3.3k	76.01	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$252k		3.9k	65.26	View chart
First Majestic Silver Corp (AG)	0.0	$248k	-15%	20k	12.29	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$248k	-21%	4.3k	57.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.0	$248k		4.5k	55.15	View chart
Coreweave Com Cl A (CRWV)	0.0	$248k	NEW	1.8k	136.85	View chart
Lam Research Corp Com New (LRCX)	0.0	$248k	NEW	1.8k	133.91	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	0.0	$245k		1.5k	168.00	View chart
Illinois Tool Works (ITW)	0.0	$240k		921.00	260.77	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$240k	NEW	1.3k	178.73	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.0	$240k	-84%	7.3k	32.69	View chart
L3harris Technologies (LHX)	0.0	$239k	-13%	783.00	305.46	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$239k	-5%	10k	23.28	View chart
Wayfair Cl A (W)	0.0	$239k	NEW	2.7k	89.33	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$238k		2.7k	87.19	View chart
Eversource Energy (ES)	0.0	$238k		3.3k	71.13	View chart
Innovator Etfs Trust Equity Def Pro 2 (AOCT)	0.0	$238k		9.1k	26.26	View chart
Citigroup Com New (C)	0.0	$238k	NEW	2.3k	101.51	View chart
Edison International (EIX)	0.0	$236k	+4%	4.3k	55.28	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.0	$234k		5.1k	45.74	View chart
Applovin Corp Com Cl A (APP)	0.0	$234k	NEW	326.00	718.54	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$232k	NEW	1.5k	155.45	View chart
Unilever Spon Adr New (UL)	0.0	$232k		3.9k	59.28	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$228k		9.4k	24.30	View chart
Freeport-mcmoran CL B (FCX)	0.0	$228k	-6%	5.8k	39.22	View chart
Eaton Corp SHS (ETN)	0.0	$227k		607.00	374.25	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.0	$226k	NEW	4.6k	49.19	View chart
Bank of New York Mellon Corporation (BK)	0.0	$224k	NEW	2.1k	108.97	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$222k		2.4k	93.65	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$221k		8.4k	26.34	View chart
Chipotle Mexican Grill (CMG)	0.0	$220k		5.6k	39.19	View chart
Aim Etf Products Trust Allianzim Us Equ (SEPU)	0.0	$220k		7.7k	28.50	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$220k	NEW	3.8k	57.52	View chart
Fidelity Ethereum SHS (FETH)	0.0	$219k	NEW	5.3k	41.55	View chart
Public Service Enterprise (PEG)	0.0	$217k		2.6k	83.46	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$217k	NEW	6.8k	31.91	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.0	$216k	NEW	2.4k	89.03	View chart
Analog Devices (ADI)	0.0	$216k	NEW	880.00	245.77	View chart
Nucor Corporation (NUE)	0.0	$216k		1.6k	135.43	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$216k		8.9k	24.34	View chart
International Tower Hill Mines (THM)	0.0	$213k		130k	1.64	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.0	$212k		4.4k	48.77	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$212k	NEW	3.6k	58.21	View chart
Adobe Systems Incorporated (ADBE)	0.0	$211k	+4%	597.00	352.75	View chart
Colgate-Palmolive Company (CL)	0.0	$210k	NEW	2.6k	79.95	View chart
Marvell Technology (MRVL)	0.0	$210k	NEW	2.5k	84.09	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.0	$209k	NEW	2.1k	99.81	View chart
Pure Storage Cl A (PSTG)	0.0	$209k	NEW	2.5k	83.81	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$208k	NEW	5.2k	39.69	View chart
Dbx Etf Tr Xtrack Msci Eurp (DBEU)	0.0	$207k	NEW	4.5k	46.05	View chart
Check Point Software Tech Lt Ord (CHKP)	0.0	$207k	-2%	998.00	206.91	View chart
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)	0.0	$206k	NEW	3.3k	62.22	View chart
Progressive Corporation (PGR)	0.0	$206k		832.00	246.99	View chart
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX)	0.0	$204k	NEW	7.4k	27.46	View chart
Aim Etf Products Trust Allianzim Us Lrg (AUGW)	0.0	$204k	NEW	6.4k	31.96	View chart
eBay (EBAY)	0.0	$202k	-20%	2.2k	90.94	View chart
Norfolk Southern (NSC)	0.0	$201k	NEW	670.00	300.40	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.0	$201k	-11%	2.4k	83.41	View chart
Cleveland-cliffs (CLF)	0.0	$189k		16k	12.20	View chart
Novagold Res Com New (NG)	0.0	$178k		20k	8.80	View chart
Silvercorp Metals (SVM)	0.0	$176k	-18%	28k	6.32	View chart
BioCryst Pharmaceuticals (BCRX)	0.0	$152k		20k	7.59	View chart
Niocorp Devs Com New (NB)	0.0	$101k		15k	6.68	View chart
Bitfarms (BITF)	0.0	$70k	-67%	25k	2.82	View chart
Trilogy Metals (TMQ)	0.0	$41k		20k	2.10	View chart
American Res Corp Cl A (AREC)	0.0	$36k		14k	2.70	View chart
Plug Power Com New (PLUG)	0.0	$25k		11k	2.33	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 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
Cypress Wealth Services 2021 Q4 filed Jan. 19, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z