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, SPYM, DYNF, IVE, and represent 19.75% of Cypress Wealth Services's stock portfolio.
Added to shares of these 10 stocks: CORO (+$12M), BLCR (+$6.5M), GOVT, EFG, IDEF, IVV, SHLD, SCHZ, VTIP, BSCU.
Started 31 new stock positions in IDEF, BSCU, AZN, EIX, EPD, BLCR, IBRX, SGOV, VTIP, GLW.
Reduced shares in these 10 stocks: OEF (-$13M), SPEM, EFV, IAU, IVE, ITA, EMB, AAPL, IEMG, SPYM.
Sold out of its positions in ADBE, BABA, APP, AstraZeneca, BFZ, BSX, DFAC, FFEB, FI, BJUN. IAUG, THM, INTU, ISRG, TLT, LPLA, NKE, OGN, MDYV, SCHG, UL, VHT, CHKP.
Cypress Wealth Services was a net buyer of stock by $4.5M.
Cypress Wealth Services has $708M in assets under management (AUM), dropping by -1.98%.
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 397 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.9	$42M	-2%	165k	253.79	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.2	$30M	+9%	46k	653.21	View chart
Spdr Series Trust State Street Spd (SPYM)	3.9	$27M	-2%	358k	76.54	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.4	$24M	-2%	410k	58.18	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.4	$17M	-10%	80k	211.15	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.3	$16M		144k	113.11	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.1	$15M		79k	191.81	View chart
Ishares Tr Eafe Value Etf (EFV)	2.1	$15M	-18%	199k	74.35	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.9	$14M	+7%	589k	23.22	View chart
Blackrock Etf Trust Ishares Intl Ctr (CORO)	1.7	$12M	NEW	381k	32.15	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.6	$11M	-4%	17k	650.35	View chart
Microsoft Corporation (MSFT)	1.3	$9.5M		26k	370.17	View chart
Vanguard World Mega Grwth Ind (MGK)	1.2	$8.8M	-4%	24k	367.44	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$8.8M	+8%	15k	597.54	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.2	$8.8M	+9%	244k	36.22	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.2	$8.8M	+7%	267k	32.95	View chart
NVIDIA Corporation (NVDA)	1.2	$8.5M	-3%	49k	174.40	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$8.4M	-2%	29k	287.56	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.1	$8.0M	-2%	56k	141.42	View chart
Ishares Core Msci Emkt (IEMG)	1.1	$7.7M	-9%	111k	69.75	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.1	$7.7M	+10%	167k	46.19	View chart
Amazon (AMZN)	1.0	$7.3M	-2%	35k	208.27	View chart
Ishares Tr S&p 100 Etf (OEF)	1.0	$6.8M	-65%	22k	318.07	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$6.7M		45k	148.10	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$6.5M	-2%	23k	287.18	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.9	$6.5M	+94%	58k	111.37	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.9	$6.5M	NEW	157k	41.06	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$6.4M		101k	64.08	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.9	$6.4M	-37%	137k	46.91	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$6.3M	-4%	22k	286.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$5.9M		10k	577.16	View chart
Tesla Motors (TSLA)	0.8	$5.8M		16k	371.75	View chart
Costco Wholesale Corporation (COST)	0.8	$5.7M		5.8k	996.36	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$5.7M		22k	261.92	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$5.4M	-3%	11k	479.20	View chart
JPMorgan Chase & Co. (JPM)	0.8	$5.4M		18k	294.15	View chart
Ishares Tr Mbs Etf (MBB)	0.8	$5.4M	+8%	57k	94.95	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.7	$5.2M	+7%	46k	112.11	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.7	$5.2M	+766%	227k	22.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$4.8M		22k	215.06	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$4.6M	+4%	55k	82.75	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.6	$4.3M		141k	30.32	View chart
Global X Fds Defense Tech Etf (SHLD)	0.6	$4.2M	+34%	59k	70.84	View chart
Broadcom (AVGO)	0.6	$4.0M		13k	309.52	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$3.7M	+3%	15k	239.99	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.5	$3.5M		45k	79.56	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.5	$3.5M	-3%	89k	39.68	View chart
Chevron Corporation (CVX)	0.5	$3.4M		16k	206.89	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$3.3M	-6%	19k	181.42	View chart
Exxon Mobil Corporation (XOM)	0.5	$3.3M		20k	169.66	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.5	$3.3M		33k	100.72	View chart
Marriott Intl Cl A (MAR)	0.5	$3.2M		9.8k	327.08	View chart
Meta Platforms Cl A (META)	0.4	$3.1M		5.4k	572.15	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$3.1M	-11%	59k	51.93	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$3.1M	+2%	29k	106.15	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$3.0M	-44%	34k	88.16	View chart
Johnson & Johnson (JNJ)	0.4	$3.0M		12k	244.44	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$2.8M		19k	151.41	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$2.8M	-6%	58k	48.46	View chart
Aim Etf Products Trust Allianzim Us Equ (NVBU)	0.4	$2.7M		96k	28.16	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$2.7M	-3%	87k	30.68	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.4	$2.6M	NEW	81k	32.72	View chart
United Parcel Svcs CL B (UPS)	0.4	$2.6M	+4%	26k	98.38	View chart
Vanguard World Consum Stp Etf (VDC)	0.3	$2.5M	-2%	11k	224.58	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$2.4M		36k	68.28	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$2.2M	+16%	46k	48.05	View chart
Eli Lilly & Co. (LLY)	0.3	$2.2M	-8%	2.4k	919.86	View chart
Sprott Asset Management Physical Silver (PSLV)	0.3	$2.2M		91k	24.39	View chart
Caterpillar (CAT)	0.3	$2.2M	+3%	3.1k	708.47	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.3	$2.1M	-2%	18k	118.62	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$2.1M	-10%	30k	71.13	View chart
Bloom Energy Corp Com Cl A (BE)	0.3	$2.1M	+23%	16k	135.49	View chart
Wal-Mart Stores (WMT)	0.3	$2.1M	-5%	17k	124.28	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.3	$2.0M	+10%	44k	45.86	View chart
American Express Company (AXP)	0.3	$2.0M	-2%	6.5k	302.47	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$1.9M	-15%	5.4k	356.55	View chart
Cisco Systems (CSCO)	0.3	$1.9M	-3%	24k	77.59	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$1.9M		27k	68.14	View chart
Goldman Sachs (GS)	0.3	$1.8M		2.2k	846.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$1.8M		38k	45.97	View chart
Procter & Gamble Company (PG)	0.2	$1.8M	-14%	12k	144.44	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.2	$1.7M	+16%	35k	50.04	View chart
Ensign (ENSG)	0.2	$1.7M	-2%	8.5k	201.50	View chart
Wells Fargo & Company (WFC)	0.2	$1.7M		21k	79.61	View chart
Merck & Co (MRK)	0.2	$1.7M		14k	120.29	View chart
Ishares Tr Europe Etf (IEV)	0.2	$1.7M	-2%	25k	67.94	View chart
Roblox Corp Cl A (RBLX)	0.2	$1.7M		29k	56.56	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.6M	-5%	30k	54.05	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$1.6M	+7%	45k	35.44	View chart
Innovator Etfs Trust Equity Defined P (ZNOV)	0.2	$1.6M		60k	26.55	View chart
Visa Com Cl A (V)	0.2	$1.5M	+7%	5.1k	302.21	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.2	$1.5M		14k	113.60	View chart
Valero Energy Corporation (VLO)	0.2	$1.5M	-8%	5.9k	247.06	View chart
Verizon Communications (VZ)	0.2	$1.4M	-6%	29k	50.20	View chart
International Business Machines (IBM)	0.2	$1.3M	+2%	5.4k	242.40	View chart
Philip Morris International (PM)	0.2	$1.3M		7.8k	165.35	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.2	$1.3M	+93%	121k	10.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.2	$1.2M		48k	25.75	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.2	$1.2M		19k	65.03	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$1.2M		2.6k	463.16	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.2	$1.2M		17k	71.41	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.2	$1.1M		43k	26.75	View chart
Home Depot (HD)	0.2	$1.1M	-2%	3.5k	328.86	View chart
Netflix (NFLX)	0.2	$1.1M		12k	96.15	View chart
WestAmerica Ban (WABC)	0.2	$1.1M		22k	52.15	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$1.1M	-6%	9.4k	118.51	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	0.2	$1.1M	-4%	33k	33.41	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.1M	-10%	7.6k	142.43	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.2	$1.1M	-19%	37k	29.07	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$1.1M	+9%	11k	97.13	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.1M		1.5k	697.65	View chart
Aim Etf Products Trust Allianzim Us Eqt (JULW)	0.1	$1.0M		27k	38.81	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.0M	-33%	3.5k	298.86	View chart
American Intl Group Com New (AIG)	0.1	$1.0M	-7%	14k	75.25	View chart
Innovator Etfs Trust Equity Defined P (JAJL)	0.1	$1.0M		35k	29.07	View chart
Deere & Company (DE)	0.1	$1.0M		1.8k	563.35	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.0M		21k	49.89	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.1	$1.0M		35k	29.36	View chart
Texas Instruments Incorporated (TXN)	0.1	$1.0M		5.3k	194.14	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$1.0M	-3%	16k	62.56	View chart
Abbvie (ABBV)	0.1	$1.0M		4.6k	217.47	View chart
Coca-Cola Company (KO)	0.1	$1.0M		13k	76.05	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1000k		15k	67.53	View chart
Alamos Gold Com Cl A (AGI)	0.1	$984k		22k	44.43	View chart
Palantir Technologies Cl A (PLTR)	0.1	$979k		6.7k	146.28	View chart
Cheniere Energy Com New (LNG)	0.1	$957k		3.4k	283.74	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$950k	-2%	9.5k	99.97	View chart
Oracle Corporation (ORCL)	0.1	$947k		6.4k	147.12	View chart
Vanguard World Energy Etf (VDE)	0.1	$925k		5.3k	173.03	View chart
Spdr Series Trust State Street Spd (LGLV)	0.1	$891k		5.0k	178.10	View chart
Applied Materials (AMAT)	0.1	$875k	-24%	2.6k	341.82	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$872k	-11%	45k	19.53	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$865k		16k	55.52	View chart
Park National Corporation (PRK)	0.1	$858k		5.3k	163.45	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$851k	-7%	42k	20.42	View chart
Arista Networks Com Shs (ANET)	0.1	$845k		6.9k	122.78	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$841k	-11%	43k	19.62	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$835k	+155%	16k	52.64	View chart
Enbridge (ENB)	0.1	$834k		15k	54.14	View chart
Innovator Etfs Trust Equity Jan 20227 (TJAN)	0.1	$829k		31k	27.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$827k	-37%	2.6k	320.79	View chart
Charles Schwab Corporation (SCHW)	0.1	$818k		8.7k	93.98	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$807k	NEW	16k	49.95	View chart
Mastercard Incorporated Cl A (MA)	0.1	$802k		1.6k	499.59	View chart
Micron Technology (MU)	0.1	$796k	+8%	2.4k	337.90	View chart
Innovator Etfs Trust Equity Defined P (ZAUG)	0.1	$792k		30k	26.63	View chart
Amgen (AMGN)	0.1	$790k	-38%	2.2k	351.83	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$778k	NEW	47k	16.72	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$772k	NEW	21k	36.28	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$767k		6.2k	124.31	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$765k	-11%	41k	18.66	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$762k	-3%	8.4k	90.53	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$758k	+4%	13k	60.43	View chart
Duke Energy Corp Com New (DUK)	0.1	$757k	+2%	5.8k	130.95	View chart
Comcast Corp Cl A (CMCSA)	0.1	$755k	+39%	26k	28.71	View chart
Blackrock (BLK)	0.1	$754k	-2%	784.00	961.31	View chart
At&t (T)	0.1	$750k	-3%	26k	28.99	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$740k	-7%	13k	56.79	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$739k	-3%	3.8k	196.20	View chart
Invesco Van Kampen Cal Val Mun Inc Trust (VCV)	0.1	$735k		70k	10.44	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$728k		5.1k	142.20	View chart
Innovator Etfs Trust Equity Defined P (ZAPR)	0.1	$724k		28k	26.10	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$716k	-4%	2.1k	337.95	View chart
Ishares Tr Long Term Muni (LMUB)	0.1	$710k	NEW	14k	49.93	View chart
Aim Etf Products Trust Allianzim Us Eqt (OCTU)	0.1	$704k	-3%	26k	27.61	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$702k		12k	56.68	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$693k		1.6k	430.29	View chart
ConocoPhillips (COP)	0.1	$689k	+22%	5.2k	132.00	View chart
Thermo Fisher Scientific (TMO)	0.1	$686k	+8%	1.4k	491.67	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$684k	-3%	7.4k	92.74	View chart
TJX Companies (TJX)	0.1	$682k		4.3k	159.69	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.1	$677k	-9%	17k	40.81	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$666k	-19%	5.1k	131.01	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$665k		17k	38.42	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$659k		1.5k	426.37	View chart
Raytheon Technologies Corp (RTX)	0.1	$658k	-4%	3.4k	192.89	View chart
GSK Sponsored Adr (GSK)	0.1	$650k		12k	55.19	View chart
salesforce (CRM)	0.1	$643k	+3%	3.4k	186.66	View chart
McDonald's Corporation (MCD)	0.1	$638k	-6%	2.1k	310.78	View chart
Starbucks Corporation (SBUX)	0.1	$637k	+29%	7.1k	89.59	View chart
Pepsi (PEP)	0.1	$635k	+4%	4.1k	155.28	View chart
Ford Motor Company (F)	0.1	$625k	-4%	54k	11.54	View chart
Becton, Dickinson and (BDX)	0.1	$623k	+66%	4.0k	157.23	View chart
Ishares Tr Large Cap Max Bu (MAXJ)	0.1	$619k		22k	28.16	View chart
Aim Etf Products Trust Allianzim Us Equ (MAYW)	0.1	$619k		18k	33.79	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$616k	-6%	1.4k	436.86	View chart
Honeywell International (HON)	0.1	$613k		2.7k	226.03	View chart
Innovator Etfs Trust Equity 1yr Janua (ZJAN)	0.1	$613k	NEW	23k	27.26	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$612k	-4%	7.7k	79.27	View chart
Morgan Stanley Com New (MS)	0.1	$611k		3.7k	164.55	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$597k	+3%	1.8k	328.66	View chart
Eaton Vance Calif Mun Incom Sh Ben Int (CEV)	0.1	$595k		59k	10.06	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$593k		11k	54.55	View chart
Medtronic SHS (MDT)	0.1	$591k		6.8k	86.65	View chart
Lowe's Companies (LOW)	0.1	$588k	-2%	2.5k	236.32	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$588k		12k	49.37	View chart
Pfizer (PFE)	0.1	$584k	+20%	21k	28.08	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$579k	-11%	7.4k	78.66	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$574k	+12%	2.3k	247.95	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$568k	NEW	11k	50.34	View chart
Booking Holdings (BKNG)	0.1	$566k	-12%	134.00	4221.02	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$564k		15k	38.96	View chart
Anthem (ELV)	0.1	$564k	NEW	1.9k	292.75	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.1	$562k		21k	26.72	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$561k	+11%	6.3k	89.00	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.1	$560k	+13%	8.0k	70.13	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$556k		12k	45.12	View chart
Us Bancorp Com New (USB)	0.1	$551k	-30%	11k	52.01	View chart
Lamar Advertising Cl A (LAMR)	0.1	$550k	-5%	4.3k	126.66	View chart
Innovator Etfs Trust Growth 100 Pwr B (NNOV)	0.1	$541k	+51%	19k	27.86	View chart
Capital One Financial (COF)	0.1	$539k		3.0k	182.43	View chart
Qualcomm (QCOM)	0.1	$535k	-22%	4.2k	128.76	View chart
Walt Disney Company (DIS)	0.1	$533k	-2%	5.5k	96.38	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$527k	-3%	6.8k	77.18	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$526k		2.0k	257.38	View chart
Agnico (AEM)	0.1	$524k		2.6k	203.01	View chart
Waste Management (WM)	0.1	$519k		2.3k	229.78	View chart
Air Products & Chemicals (APD)	0.1	$517k	+41%	1.8k	290.52	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$516k		4.7k	110.47	View chart
Lockheed Martin Corporation (LMT)	0.1	$514k	-16%	850.00	604.58	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$512k	+18%	8.4k	61.26	View chart
Aim Etf Products Trust Allianzim Us Eqt (APRW)	0.1	$507k		14k	35.38	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$503k		11k	45.89	View chart
Truist Financial Corp equities (TFC)	0.1	$500k	-7%	11k	45.97	View chart
Innovator Etfs Trust Equity Dual Dire (DDFD)	0.1	$498k		26k	18.93	View chart
American Tower Reit (AMT)	0.1	$498k	+35%	2.9k	172.59	View chart
Omni (OMC)	0.1	$496k	+35%	6.6k	75.30	View chart
Rivernorth Opportunistic Mun (RMI)	0.1	$490k		33k	15.06	View chart
Lam Research Corp Com New (LRCX)	0.1	$485k	+23%	2.3k	213.66	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.1	$481k	+72%	14k	33.93	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$477k	+8%	2.4k	198.31	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$473k	+34%	11k	44.62	View chart
Illinois Tool Works (ITW)	0.1	$463k		1.8k	260.27	View chart
O'reilly Automotive (ORLY)	0.1	$460k		5.0k	92.31	View chart
Altria (MO)	0.1	$459k	-5%	7.0k	65.99	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.1	$451k		90k	5.03	View chart
Entergy Corporation (ETR)	0.1	$449k		4.0k	112.35	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$448k		2.1k	213.72	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$446k	-4%	7.8k	57.20	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$439k		10k	42.72	View chart
Huntington Ingalls Inds (HII)	0.1	$438k	-9%	1.2k	379.78	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$438k		3.2k	135.72	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.1	$428k		2.6k	161.73	View chart
Fidelity National Information Services (FIS)	0.1	$421k	+47%	9.0k	46.91	View chart
Ishares Tr Msci Usa Sze Ft (SIZE)	0.1	$420k		2.6k	159.43	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$418k	+19%	5.7k	73.64	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.1	$417k		6.1k	67.92	View chart
Stryker Corporation (SYK)	0.1	$416k	+35%	1.3k	328.53	View chart
Astrazeneca Ord (AZN)	0.1	$411k	NEW	2.1k	197.22	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$410k		7.8k	52.76	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$410k	-80%	1.9k	218.75	View chart
Shell Spon Ads (SHEL)	0.1	$407k	+3%	4.4k	93.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$405k		9.7k	41.83	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$404k		2.9k	138.32	View chart
Rbc Cad (RY)	0.1	$403k		2.5k	161.78	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$401k		1.8k	217.25	View chart
McKesson Corporation (MCK)	0.1	$400k		462.00	865.13	View chart
Bank of America Corporation (BAC)	0.1	$398k	-29%	8.2k	48.75	View chart
Ball Corporation (BALL)	0.1	$390k		6.6k	59.11	View chart
Norfolk Southern (NSC)	0.1	$387k	-2%	1.3k	286.93	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$386k	+29%	626.00	616.76	View chart
Advanced Micro Devices (AMD)	0.1	$378k		1.9k	203.43	View chart
Aim Etf Products Trust Allianzim Us Eqt (MARW)	0.1	$377k		11k	34.09	View chart
Citigroup Com New (C)	0.1	$377k	+2%	3.3k	113.41	View chart
SYSCO Corporation (SYY)	0.1	$376k	-4%	5.3k	71.33	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$369k	-9%	8.1k	45.47	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$369k	NEW	3.7k	100.66	View chart
Viper Energy Cl A (VNOM)	0.1	$367k		7.8k	46.99	View chart
Freeport Mcmoran CL B (FCX)	0.1	$367k		6.2k	58.78	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.1	$366k	-18%	8.3k	44.33	View chart
Peak (DOC)	0.1	$365k	+33%	22k	16.43	View chart
Wec Energy Group (WEC)	0.1	$365k		3.1k	115.78	View chart
Colgate-Palmolive Company (CL)	0.1	$361k		4.2k	85.24	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.1	$360k		13k	28.79	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$353k	+12%	2.9k	121.17	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.0	$350k	+10%	9.9k	35.41	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.0	$347k		2.2k	154.16	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$345k	NEW	7.5k	46.13	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.0	$345k		14k	25.39	View chart
Kkr & Co (KKR)	0.0	$340k	+8%	3.7k	92.51	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$339k	-6%	3.8k	88.70	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$338k		2.3k	145.95	View chart
Sabra Health Care REIT (SBRA)	0.0	$338k		18k	19.23	View chart
Aim Etf Products Trust Allianzim Us Equ (DECU)	0.0	$336k		13k	26.58	View chart
Sempra Energy (SRE)	0.0	$334k		3.4k	97.17	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$334k		13k	25.33	View chart
Innovator Etfs Trust Equity Defined P (AJUL)	0.0	$329k		11k	29.00	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$329k		3.9k	84.84	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$329k		4.0k	81.97	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$327k		2.9k	111.17	View chart
Novartis Sponsored Adr (NVS)	0.0	$321k	-19%	2.1k	152.75	View chart
Spdr Index Shs Fds State Street Spd (FEZ)	0.0	$319k		5.1k	62.08	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$317k		2.9k	108.98	View chart
Martin Marietta Materials (MLM)	0.0	$316k		537.00	588.85	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$313k		1.0k	302.25	View chart
Marathon Petroleum Corp (MPC)	0.0	$313k	-19%	1.3k	244.17	View chart
Ishares Tr Large Cap 10 Per (STEN)	0.0	$310k		13k	24.79	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$307k		7.2k	42.50	View chart
Franco-Nevada Corporation (FNV)	0.0	$307k	-20%	1.2k	247.05	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$305k	-79%	3.3k	93.92	View chart
AFLAC Incorporated (AFL)	0.0	$303k		2.8k	109.71	View chart
Edison International (EIX)	0.0	$302k	NEW	4.1k	73.19	View chart
Kinder Morgan (KMI)	0.0	$301k	-14%	9.0k	33.53	View chart
Hartford Fds Exchange Traded Strategic Income (HFSI)	0.0	$301k		8.7k	34.72	View chart
Iqvia Holdings (IQV)	0.0	$301k	+3%	1.8k	170.54	View chart
Black Stone Minerals Com Unit (BSM)	0.0	$297k		20k	15.12	View chart
Ge Vernova (GEV)	0.0	$296k	-8%	339.00	873.86	View chart
Abbott Laboratories (ABT)	0.0	$294k	-2%	2.9k	102.69	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$293k	-3%	3.0k	99.27	View chart
Ge Aerospace Com New (GE)	0.0	$293k	-11%	1.0k	283.72	View chart
UnitedHealth (UNH)	0.0	$293k	-39%	1.1k	270.57	View chart
Bank of New York Mellon Corporation (BK)	0.0	$289k	-13%	2.4k	118.62	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$289k	+14%	2.2k	132.88	View chart
Genuine Parts Company (GPC)	0.0	$287k	+26%	2.7k	105.74	View chart
General Dynamics Corporation (GD)	0.0	$285k	-15%	829.00	343.35	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$283k		7.1k	39.80	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$283k		1.7k	165.70	View chart
Analog Devices (ADI)	0.0	$281k	-22%	883.00	318.23	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$279k		3.4k	82.42	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$278k	+23%	5.0k	55.20	View chart
Automatic Data Processing (ADP)	0.0	$277k	-3%	1.4k	203.22	View chart
Aim Etf Products Trust Allianzim Us Equ (MART)	0.0	$276k		7.2k	38.36	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.0	$273k		6.5k	41.97	View chart
Nucor Corporation (NUE)	0.0	$273k		1.6k	169.08	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$271k		2.1k	128.12	View chart
eBay (EBAY)	0.0	$270k	-21%	3.0k	91.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJA)	0.0	$268k		12k	21.54	View chart
Ares Capital Corporation (ARCC)	0.0	$263k		15k	18.02	View chart
Linde SHS (LIN)	0.0	$263k	-13%	530.00	495.66	View chart
Intel Corporation (INTC)	0.0	$260k		5.9k	44.13	View chart
Aon Shs Cl A (AON)	0.0	$256k	+37%	793.00	322.78	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$255k	-7%	1.1k	237.72	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$255k	-17%	2.5k	101.79	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$253k	-7%	10k	25.10	View chart
Microchip Technology (MCHP)	0.0	$252k		3.9k	64.61	View chart
L3harris Technologies (LHX)	0.0	$251k	-27%	728.00	345.32	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.0	$247k		7.3k	33.75	View chart
Lennox International (LII)	0.0	$246k		529.00	464.16	View chart
Rb Global (RBA)	0.0	$245k		2.6k	95.85	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$245k	-2%	9.9k	24.75	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$243k	-4%	623.00	390.41	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.0	$243k		2.4k	99.86	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.0	$241k	NEW	10k	23.02	View chart
Boeing Company (BA)	0.0	$240k	+13%	1.2k	199.03	View chart
Innovator Etfs Trust Equity Def Pro 2 (AOCT)	0.0	$240k		9.1k	26.46	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$238k	NEW	5.5k	43.11	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.0	$238k	-7%	5.0k	47.98	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$237k	+3%	2.1k	114.97	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.0	$234k	NEW	4.5k	52.49	View chart
Flex Lng SHS (FLNG)	0.0	$232k	NEW	7.8k	29.71	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.0	$231k		1.5k	158.88	View chart
Chipotle Mexican Grill (CMG)	0.0	$231k	-5%	7.2k	32.01	View chart
Phillips 66 (PSX)	0.0	$231k	NEW	1.3k	182.16	View chart
Eversource Energy (ES)	0.0	$229k		3.3k	69.29	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$228k		9.4k	24.24	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$228k		3.6k	62.44	View chart
First Majestic Silver Corp (AG)	0.0	$226k	-28%	11k	21.48	View chart
Marvell Technology (MRVL)	0.0	$226k	NEW	2.3k	99.03	View chart
Enterprise Products Partners (EPD)	0.0	$223k	NEW	5.9k	37.84	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$222k		1.5k	146.61	View chart
Dbx Etf Tr Xtrack Msci Eurp (DBEU)	0.0	$221k		4.5k	48.72	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$221k		2.4k	92.76	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$219k	NEW	6.6k	32.95	View chart
Public Service Enterprise (PEG)	0.0	$217k		2.7k	80.96	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.0	$217k		4.4k	48.89	View chart
Aim Etf Products Trust Allianzim Us Equ (SEPU)	0.0	$216k		7.7k	28.00	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$215k		8.4k	25.64	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$215k		8.9k	24.24	View chart
Union Pacific Corporation (UNP)	0.0	$213k	NEW	879.00	242.75	View chart
Antero Res (AR)	0.0	$213k	NEW	5.0k	42.44	View chart
Intercontinental Exchange (ICE)	0.0	$212k	NEW	1.3k	157.22	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$210k		5.2k	40.10	View chart
CSX Corporation (CSX)	0.0	$210k	NEW	5.1k	41.05	View chart
Autodesk (ADSK)	0.0	$210k	-3%	876.00	239.40	View chart
Dell Technologies CL C (DELL)	0.0	$209k	NEW	1.3k	164.16	View chart
Eaton Corp SHS (ETN)	0.0	$208k	NEW	582.00	357.67	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$208k		3.3k	62.68	View chart
CVS Caremark Corporation (CVS)	0.0	$207k		2.9k	71.81	View chart
Nextera Energy (NEE)	0.0	$207k	NEW	2.2k	92.90	View chart
Aim Etf Products Trust Allianzim Us Equ (AUGW)	0.0	$205k		6.4k	32.15	View chart
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX)	0.0	$203k		7.6k	26.67	View chart
Corning Incorporated (GLW)	0.0	$203k	NEW	1.5k	135.93	View chart
Wayfair Cl A (W)	0.0	$201k		2.7k	75.21	View chart
BioCryst Pharmaceuticals (BCRX)	0.0	$190k		20k	9.52	View chart
Silvercorp Metals (SVM)	0.0	$151k	-31%	14k	10.74	View chart
Fortuna Mng Corp Com New (FSM)	0.0	$144k	-30%	15k	9.93	View chart
Cleveland-cliffs (CLF)	0.0	$131k		16k	8.45	View chart
First Fndtn (FFWM)	0.0	$96k		16k	5.90	View chart
Novagold Resources Com New (NG)	0.0	$92k		10k	8.98	View chart
Immunitybio (IBRX)	0.0	$84k	NEW	11k	7.67	View chart
Trilogy Metals (TMQ)	0.0	$76k		21k	3.59	View chart
Niocorp Devs Com New (NB)	0.0	$67k		15k	4.46	View chart
Bitfarms (BITF)	0.0	$46k		24k	1.95	View chart
American Res Corp Cl A (AREC)	0.0	$33k		14k	2.42	View chart
I-80 Gold Corp (IAUX)	0.0	$26k		17k	1.52	View chart
Plug Pwr Com New (PLUG)	0.0	$24k		11k	2.26	View chart
Ur-energy (URG)	0.0	$15k		10k	1.49	View chart

Past Filings by Cypress Wealth Services

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

Cypress Wealth Services 2026 Q1 filed April 15, 2026
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

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