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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, IVW, and represent 23.23% of Cypress Wealth Services's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$16M), IVV (+$11M), MGK (+$8.2M), VO (+$5.4M), CORO, IALT, EFG, IUSB, SCHZ, GGOV.
Started 38 new stock positions in IEF, DFUS, SPCX, DPZ, KJUN, SNDK, IALT, KEEL, RSP, XAR.
Reduced shares in these 10 stocks: QUAL (-$8.8M), EFV (-$8.6M), IVE, THRO, IEMG, BAI, SPEM, IAGG, SPMO, BINC.
Sold out of its positions in ABT, AR, ADSK, BALL, Bitfarms, First Fndtn, Honeywell International, ICVT, IAGG, NEE. SBUX, W, LIN.
Cypress Wealth Services was a net buyer of stock by $39M.
Cypress Wealth Services has $815M in assets under management (AUM), dropping by 15.05%.
Central Index Key (CIK): 0001721527

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Portfolio Holdings for Cypress Wealth Services

Cypress Wealth Services holds 422 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.9	$48M		165k	289.36	View chart
Spdr Series Trust St Str P500etf (SPYM)	5.8	$47M	+49%	536k	87.88	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.5	$45M	+30%	60k	748.89	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.6	$29M	+5%	431k	68.01	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.5	$20M	+2%	148k	137.53	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	2.3	$19M	+33%	510k	36.60	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.9	$15M	+11%	659k	23.13	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.9	$15M	-17%	67k	227.06	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.7	$14M	+7%	18k	746.77	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	1.4	$12M	-16%	223k	52.72	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.3	$11M	+46%	85k	124.42	View chart
Vanguard World Mega Grwth Ind (MGK)	1.3	$10M	+388%	118k	87.91	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$10M		15k	686.81	View chart
NVIDIA Corporation (NVDA)	1.2	$10M	+3%	51k	200.09	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.2	$9.9M	-5%	28k	357.37	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.2	$9.8M	+27%	213k	46.15	View chart
Microsoft Corporation (MSFT)	1.2	$9.5M		26k	373.02	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.1	$9.2M		56k	163.67	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.0	$8.5M	-50%	39k	219.43	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	1.0	$8.5M	+6%	168k	50.37	View chart
Ishares Tr S&p 100 Etf (OEF)	1.0	$8.5M	+7%	23k	365.87	View chart
Amazon (AMZN)	1.0	$8.2M	-2%	34k	238.34	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$8.1M	+13%	114k	71.25	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$7.8M	+3%	11k	736.38	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$7.7M		22k	353.33	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.9	$7.5M	-28%	174k	43.11	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$7.2M	+296%	90k	80.57	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$7.1M		45k	158.03	View chart
Ishares Core Msci Emkt (IEMG)	0.8	$6.8M	-25%	83k	82.84	View chart
Tesla Motors (TSLA)	0.8	$6.7M	+2%	16k	420.60	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$6.7M	-56%	87k	76.55	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.8	$6.6M		22k	303.11	View chart
JPMorgan Chase & Co. (JPM)	0.7	$5.9M		18k	327.33	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.7	$5.8M	-22%	36k	161.54	View chart
Costco Wholesale Corporation (COST)	0.7	$5.8M	+7%	6.2k	935.41	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$5.8M	+8%	61k	94.52	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.7	$5.6M	+7%	244k	22.78	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$5.5M	-2%	11k	500.39	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.6	$5.2M	-26%	101k	51.78	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$5.1M	-4%	22k	236.62	View chart
Bloom Energy Corp Com Cl A (BE)	0.6	$5.0M	+5%	17k	302.70	View chart
Broadcom (AVGO)	0.6	$4.9M		13k	377.76	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.6	$4.6M		56k	82.65	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$4.6M		18k	252.22	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.5	$4.5M	NEW	159k	28.05	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.5	$4.3M	-18%	13k	342.84	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.5	$4.3M		140k	30.49	View chart
Global X Fds Defense Tech Etf (SHLD)	0.5	$4.2M	+20%	71k	59.71	View chart
Marriott Intl Cl A (MAR)	0.4	$3.6M		9.8k	370.59	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.4	$3.6M	-3%	86k	41.82	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.4	$3.6M		45k	79.97	View chart
Caterpillar (CAT)	0.4	$3.2M		3.0k	1065.03	View chart
Meta Platforms Cl A (META)	0.4	$3.1M		5.5k	563.31	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$3.1M	-4%	56k	55.01	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.4	$3.0M	+18%	96k	31.78	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$2.9M	-6%	27k	107.62	View chart
Ishares Tr Select Divid Etf (DVY)	0.4	$2.9M		19k	156.30	View chart
Eli Lilly & Co. (LLY)	0.4	$2.9M		2.4k	1199.24	View chart
Cisco Systems (CSCO)	0.4	$2.9M		24k	117.46	View chart
Micron Technology (MU)	0.3	$2.8M	+3%	2.4k	1154.26	View chart
United Parcel Svcs CL B (UPS)	0.3	$2.8M		26k	107.50	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$2.7M		87k	31.71	View chart
Johnson & Johnson (JNJ)	0.3	$2.7M	-12%	11k	253.96	View chart
Aim Etf Products Trust Allianzim Us Equ (NVBU)	0.3	$2.7M	-9%	87k	30.85	View chart
Chevron Corporation (CVX)	0.3	$2.7M		16k	165.76	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$2.6M	+2%	35k	75.51	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$2.6M	-20%	26k	100.35	View chart
Exxon Mobil Corporation (XOM)	0.3	$2.6M	-3%	19k	136.72	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$2.5M	-13%	31k	81.06	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$2.5M		30k	82.34	View chart
Vanguard World Consum Stp Etf (VDC)	0.3	$2.4M		11k	225.48	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$2.4M	+5%	49k	48.43	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.3	$2.2M	+13%	49k	45.58	View chart
American Express Company (AXP)	0.3	$2.2M		6.5k	338.26	View chart
Goldman Sachs (GS)	0.3	$2.2M		2.1k	1011.20	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$2.1M	+14%	34k	59.69	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$2.0M	-8%	4.9k	409.51	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$2.0M	-4%	17k	114.18	View chart
Wal-Mart Stores (WMT)	0.2	$2.0M	+3%	17k	113.26	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.2	$1.8M	-40%	35k	52.34	View chart
Merck & Co (MRK)	0.2	$1.8M		14k	128.50	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.2	$1.8M	-2%	13k	132.76	View chart
Visa Com Cl A (V)	0.2	$1.7M		5.0k	343.11	View chart
Ishares Tr Europe Etf (IEV)	0.2	$1.7M	-3%	24k	72.85	View chart
Sprott Asset Management Physical Silver (PSLV)	0.2	$1.7M		91k	18.87	View chart
Texas Instruments Incorporated (TXN)	0.2	$1.7M	+8%	5.7k	298.05	View chart
Applied Materials (AMAT)	0.2	$1.7M	-8%	2.3k	722.89	View chart
Wells Fargo & Company (WFC)	0.2	$1.7M	-4%	20k	82.64	View chart
Innovator Etfs Trust Equi Defi 1 Nove (ZNOV)	0.2	$1.6M		60k	27.46	View chart
Roblox Corp Cl A (RBLX)	0.2	$1.6M		29k	54.38	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.2	$1.6M	NEW	31k	50.29	View chart
Valero Energy Corporation (VLO)	0.2	$1.5M		5.9k	260.43	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$1.5M		9.4k	163.58	View chart
International Business Machines (IBM)	0.2	$1.5M		5.4k	281.23	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$1.5M	-20%	31k	48.81	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$1.4M		27k	53.47	View chart
Procter & Gamble Company (PG)	0.2	$1.4M	-19%	9.7k	146.63	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.2	$1.4M	+2%	125k	10.99	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.4M	+655%	11k	119.52	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$1.4M		9.4k	144.48	View chart
Ensign (ENSG)	0.2	$1.4M		8.5k	160.30	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$1.4M		45k	30.17	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.2	$1.3M		17k	77.43	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.2	$1.3M		19k	68.22	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.3M	+2%	7.8k	164.27	View chart
Philip Morris International (PM)	0.2	$1.3M	-9%	7.1k	180.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.2	$1.3M		48k	26.80	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.3M	+33%	3.4k	370.09	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$1.3M	-6%	2.4k	522.41	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$1.2M	+7%	1.9k	640.76	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.2	$1.2M	+236%	12k	100.67	View chart
Verizon Communications (VZ)	0.2	$1.2M		29k	42.34	View chart
Home Depot (HD)	0.1	$1.2M		3.5k	352.67	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$1.2M	+16%	24k	50.58	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.2M		3.5k	343.93	View chart
Abbvie (ABBV)	0.1	$1.2M		4.7k	251.63	View chart
Advanced Micro Devices (AMD)	0.1	$1.2M	+9%	2.0k	580.91	View chart
Arista Networks Com Shs (ANET)	0.1	$1.2M		6.9k	169.88	View chart
Deere & Company (DE)	0.1	$1.1M	-2%	1.8k	634.47	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.1M	-2%	11k	103.88	View chart
Aim Etf Products Trust Allianzim Us Eqt (JULW)	0.1	$1.1M		27k	40.82	View chart
Coca-Cola Company (KO)	0.1	$1.1M		13k	81.27	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.1	$1.1M	-8%	39k	27.61	View chart
Innovator Etfs Trust Equit Defin Jul (JAJL)	0.1	$1.1M		35k	29.91	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.1	$1.1M		35k	30.23	View chart
Intel Corporation (INTC)	0.1	$1.0M	+27%	7.5k	139.63	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$1.0M	+304%	15k	69.90	View chart
American Intl Group Com New (AIG)	0.1	$1.0M		14k	74.53	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$1.0M	-11%	13k	77.11	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$1.0M		5.1k	199.79	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$1.0M		16k	62.20	View chart
Lam Research Corp Com New (LRCX)	0.1	$999k		2.3k	433.39	View chart
Innovator Etfs Trust Equity 1yr Janua (ZJAN)	0.1	$991k	+57%	35k	27.99	View chart
WestAmerica Ban (WABC)	0.1	$975k	-23%	17k	58.67	View chart
Oracle Corporation (ORCL)	0.1	$967k	+2%	6.6k	146.54	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$965k	+5%	13k	73.26	View chart
Park National Corporation (PRK)	0.1	$961k		5.3k	182.99	View chart
Ishares Tr Long Term Muni (LMUB)	0.1	$938k	+28%	18k	51.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.1	$934k	NEW	23k	40.88	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$919k	+5%	47k	19.53	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$912k	+10%	18k	51.85	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$905k		6.1k	148.31	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$900k	+5%	44k	20.36	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$895k	+6%	46k	19.61	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$889k	+8%	4.1k	217.93	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	0.1	$887k	-24%	25k	35.65	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.1	$886k		17k	52.88	View chart
Innovator Etfs Trust Equity Jan 20227 (TJAN)	0.1	$861k		31k	28.14	View chart
Innovator Etfs Trust Equi Defi 1 July (ZJUL)	0.1	$858k	-22%	29k	29.97	View chart
Netflix (NFLX)	0.1	$851k		12k	71.40	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$841k	-16%	1.8k	477.57	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$831k	+2%	8.6k	96.58	View chart
Enbridge (ENB)	0.1	$827k		15k	54.21	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$823k	+57%	11k	76.70	View chart
Innovator Etfs Trust Equi Defi 1 Aug (ZAUG)	0.1	$819k		30k	27.54	View chart
Palantir Technologies Cl A (PLTR)	0.1	$817k	+4%	7.0k	116.67	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$812k	+6%	44k	18.58	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$810k		21k	38.08	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$801k	-10%	12k	68.41	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$788k		47k	16.64	View chart
Aim Etf Products Trust Allianzim Us Eqt (OCTU)	0.1	$776k		26k	30.42	View chart
Invesco Van Kampen Cal Val Mun Inc Trust (VCV)	0.1	$774k		72k	10.79	View chart
Morgan Stanley Com New (MS)	0.1	$771k		3.7k	209.06	View chart
Amgen (AMGN)	0.1	$766k	-5%	2.1k	362.18	View chart
Blackrock (BLK)	0.1	$757k		788.00	960.96	View chart
Mastercard Incorporated Cl A (MA)	0.1	$756k	-8%	1.5k	513.69	View chart
Ford Motor Company (F)	0.1	$754k		54k	13.90	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$754k	+292%	6.1k	124.17	View chart
Innovator Etfs Trust Equi Defi 1 Apri (ZAPR)	0.1	$739k		28k	26.64	View chart
Cheniere Energy Com New (LNG)	0.1	$738k	-8%	3.1k	239.01	View chart
Vanguard World Energy Etf (VDE)	0.1	$729k	-9%	4.9k	150.12	View chart
Charles Schwab Corporation (SCHW)	0.1	$728k	-9%	7.9k	92.27	View chart
Spdr Series Trust St Str R1k Lowv (LGLV)	0.1	$726k	-20%	4.0k	181.46	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$720k	-4%	7.0k	102.30	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$718k	+71%	17k	43.23	View chart
Qualcomm (QCOM)	0.1	$716k	-6%	3.9k	184.77	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$711k	+485%	8.3k	86.14	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.1	$708k	NEW	27k	25.82	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$705k	NEW	8.6k	81.94	View chart
Innovator Etfs Trust Equit Protn May (ZMAY)	0.1	$698k	NEW	27k	25.97	View chart
Anthem (ELV)	0.1	$693k	-6%	1.8k	386.65	View chart
Marvell Technology (MRVL)	0.1	$682k		2.3k	297.95	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$675k	+169%	6.5k	103.05	View chart
Alamos Gold Com Cl A (AGI)	0.1	$672k		22k	30.34	View chart
Eaton Vance Calif Mun Incom Sh Ben Int (CEV)	0.1	$668k	+7%	64k	10.52	View chart
Stryker Corporation (SYK)	0.1	$664k	+66%	2.1k	314.85	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$661k	+3%	12k	53.61	View chart
Duke Energy Corp Com New (DUK)	0.1	$659k	-9%	5.2k	126.57	View chart
TJX Companies (TJX)	0.1	$650k		4.3k	151.49	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.1	$648k		8.1k	80.16	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.1	$645k	+74%	22k	29.49	View chart
Medtronic SHS (MDT)	0.1	$643k	+20%	8.2k	78.23	View chart
Ishares Tr Larg Cap Jun Etf (MAXJ)	0.1	$641k		22k	29.13	View chart
Raytheon Technologies Corp (RTX)	0.1	$641k		3.4k	189.72	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$639k	-7%	2.1k	300.43	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$637k		12k	51.69	View chart
Aim Etf Products Trust Allia Us May Etf (MAYW)	0.1	$637k		18k	34.77	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$633k	-4%	10k	61.23	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$626k		2.0k	306.34	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$619k	-35%	10k	61.46	View chart
GSK Sponsored Adr (GSK)	0.1	$611k		12k	52.42	View chart
Innovator Etfs Trust Growth 100 Pwr B (NNOV)	0.1	$610k		19k	31.45	View chart
Becton, Dickinson and (BDX)	0.1	$610k		4.0k	151.35	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$609k		7.7k	79.03	View chart
Ares Capital Corporation (ARCC)	0.1	$606k	+124%	33k	18.53	View chart
Thermo Fisher Scientific (TMO)	0.1	$602k	-14%	1.2k	501.57	View chart
Us Bancorp Com New (USB)	0.1	$601k	-6%	10k	60.40	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$599k		15k	41.25	View chart
Capital One Financial (COF)	0.1	$599k		3.0k	200.61	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$597k	+3%	18k	33.29	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$584k		1.6k	368.38	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$582k		4.7k	124.76	View chart
Innovator Etfs Trust Equi Defi Sept (ZSEP)	0.1	$580k		21k	27.56	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$574k	+13%	12k	47.77	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$565k	+88%	4.5k	124.45	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$561k	+23%	2.3k	242.42	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$555k	NEW	5.9k	94.57	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$555k	-20%	9.8k	56.48	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$546k	-2%	6.2k	88.72	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$546k	-4%	4.9k	112.32	View chart
Walt Disney Company (DIS)	0.1	$542k		5.6k	96.25	View chart
Pepsi (PEP)	0.1	$538k	-2%	4.0k	135.40	View chart
Booking Holdings (BKNG)	0.1	$535k	+2139%	3.0k	178.23	View chart
Truist Financial Corp equities (TFC)	0.1	$533k		11k	49.82	View chart
Aim Etf Products Trust Allianzim Us Eqt (APRW)	0.1	$532k		14k	37.14	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$531k	+11%	696.00	763.14	View chart
salesforce (CRM)	0.1	$531k		3.4k	156.64	View chart
Innovator Etfs Trust Equi Dual 15 Dec (DDFD)	0.1	$526k		26k	19.98	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$525k	-26%	5.4k	96.46	View chart
Lowe's Companies (LOW)	0.1	$525k	-4%	2.4k	220.53	View chart
McDonald's Corporation (MCD)	0.1	$523k	-5%	1.9k	270.34	View chart
ConocoPhillips (COP)	0.1	$523k	-3%	5.0k	103.96	View chart
Comcast Corp Cl A (CMCSA)	0.1	$522k	-19%	21k	24.55	View chart
Waste Management (WM)	0.1	$521k	+3%	2.3k	222.91	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.1	$517k		89k	5.83	View chart
Rbc Cad (RY)	0.1	$517k		2.5k	206.97	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.1	$510k		14k	36.00	View chart
Rivernorth Opportunistic Mun (RMI)	0.1	$503k		33k	15.49	View chart
Altria (MO)	0.1	$503k		7.0k	71.95	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$496k	-2%	2.0k	242.40	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$491k		11k	45.34	View chart
Air Products & Chemicals (APD)	0.1	$490k	-6%	1.7k	293.17	View chart
At&t (T)	0.1	$479k	-10%	23k	20.70	View chart
Innovator Etfs Trust Innovator Intl D (IMAR)	0.1	$479k	NEW	16k	30.45	View chart
American Tower Reit (AMT)	0.1	$474k		2.9k	163.56	View chart
Illinois Tool Works (ITW)	0.1	$474k		1.8k	270.54	View chart
Ishares Tr Msci Usa Sze Ft (SIZE)	0.1	$471k		2.6k	178.27	View chart
Peak (DOC)	0.1	$470k		22k	21.40	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$469k		10k	45.64	View chart
Citigroup Com New (C)	0.1	$468k		3.3k	139.95	View chart
Bank of America Corporation (BAC)	0.1	$466k		8.2k	56.98	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$465k	NEW	4.6k	102.16	View chart
Pfizer (PFE)	0.1	$459k	-8%	19k	24.08	View chart
Omni (OMC)	0.1	$452k	-5%	6.2k	72.83	View chart
O'reilly Automotive (ORLY)	0.1	$451k		4.9k	92.09	View chart
UnitedHealth (UNH)	0.1	$448k		1.1k	415.70	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$448k	NEW	2.6k	170.88	View chart
Dell Technologies CL C (DELL)	0.1	$445k	-18%	1.0k	431.43	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.1	$445k	NEW	1.6k	283.79	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$444k		8.4k	53.11	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$443k	-3%	2.8k	156.94	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$440k		626.00	703.34	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$440k	+397%	16k	27.41	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$438k	-2%	1.8k	242.99	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.1	$436k		2.3k	193.74	View chart
SYSCO Corporation (SYY)	0.1	$432k		5.2k	83.58	View chart
Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU)	0.1	$428k	+73%	8.6k	49.80	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.1	$426k	-18%	5.0k	85.46	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.1	$416k	+14%	9.4k	44.23	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.1	$415k		2.9k	142.41	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$413k		2.2k	190.53	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$400k	-18%	2.2k	185.23	View chart
Ge Vernova (GEV)	0.0	$400k		340.00	1176.40	View chart
Agnico (AEM)	0.0	$400k		2.6k	155.15	View chart
Aim Etf Products Trust Allianzim Us Eqt (MARW)	0.0	$399k		11k	36.11	View chart
Norfolk Southern (NSC)	0.0	$399k	-5%	1.3k	314.58	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$399k	NEW	413.00	965.00	View chart
Astrazeneca Ord (AZN)	0.0	$392k		2.1k	189.62	View chart
Ge Aerospace Com New (GE)	0.0	$392k		1.1k	373.64	View chart
Lockheed Martin Corporation (LMT)	0.0	$391k	-9%	767.00	509.52	View chart
Freeport Mcmoran CL B (FCX)	0.0	$390k		6.2k	62.89	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$390k	-12%	7.1k	54.69	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$389k	+5%	4.0k	96.42	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$385k	-7%	5.2k	73.42	View chart
Entergy Corporation (ETR)	0.0	$384k	-16%	3.3k	114.86	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.0	$381k		9.9k	38.58	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$377k		2.9k	128.07	View chart
Colgate-Palmolive Company (CL)	0.0	$377k	-3%	4.1k	91.68	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$376k	-23%	6.0k	63.04	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$371k		7.5k	49.49	View chart
Aim Etf Products Trust Allianzim Us Equ (DECU)	0.0	$369k		13k	29.23	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$366k	-3%	1.0k	365.70	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$365k	+4%	5.3k	69.44	View chart
Wec Energy Group (WEC)	0.0	$365k		3.1k	116.76	View chart
Nucor Corporation (NUE)	0.0	$360k		1.6k	222.81	View chart
Corning Incorporated (GLW)	0.0	$354k	-7%	1.4k	255.40	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$353k		7.8k	45.52	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.0	$353k		14k	25.98	View chart
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ)	0.0	$352k		5.1k	68.67	View chart
Lamar Advertising Cl A (LAMR)	0.0	$349k	-48%	2.2k	156.00	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$349k		2.3k	152.18	View chart
Shell Spon Ads (SHEL)	0.0	$346k	+2%	4.5k	77.54	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.0	$346k		3.9k	89.20	View chart
Ishares Tr Large Cap 10 Per (STEN)	0.0	$345k		13k	27.55	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.0	$343k	NEW	6.2k	55.57	View chart
Innovator Etfs Trust Equi Def Pro Etf (AJUL)	0.0	$342k		11k	30.08	View chart
Coreweave Com Cl A (CRWV)	0.0	$339k	NEW	3.4k	99.54	View chart
Fidelity National Information Services (FIS)	0.0	$334k	-4%	8.6k	38.88	View chart
eBay (EBAY)	0.0	$333k		3.0k	111.74	View chart
Viper Energy Cl A (VNOM)	0.0	$333k		7.9k	42.40	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$333k		13k	25.25	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$332k		7.2k	45.89	View chart
Marathon Petroleum Corp (MPC)	0.0	$331k		1.3k	255.64	View chart
Microchip Technology (MCHP)	0.0	$330k	-7%	3.6k	91.19	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$329k	-6%	2.3k	144.60	View chart
Sabra Health Care REIT (SBRA)	0.0	$325k	-5%	17k	19.51	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.0	$323k	NEW	9.7k	33.21	View chart
Analog Devices (ADI)	0.0	$323k	-7%	813.00	396.99	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$319k	-4%	3.8k	83.08	View chart
Huntington Ingalls Inds (HII)	0.0	$319k		1.1k	279.84	View chart
Otis Worldwide Corp (OTIS)	0.0	$318k	NEW	4.4k	71.60	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.0	$316k		1.5k	217.23	View chart
Ea Series Trust Strive 500 Etf (STXF)	0.0	$315k		6.5k	48.30	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.0	$314k	NEW	4.1k	76.16	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$312k	-8%	2.7k	117.28	View chart
Genuine Parts Company (GPC)	0.0	$312k	-2%	2.6k	117.99	View chart
Kkr & Co (KKR)	0.0	$312k	-7%	3.4k	91.78	View chart
Automatic Data Processing (ADP)	0.0	$312k		1.4k	224.00	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$310k		2.1k	146.41	View chart
Martin Marietta Materials (MLM)	0.0	$309k		536.00	576.89	View chart
Hartford Fds Exchange Traded Strat Incom Etf (HFSI)	0.0	$309k		8.8k	35.16	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$308k	+2%	3.5k	88.53	View chart
Novartis Sponsored Adr (NVS)	0.0	$305k	-7%	1.9k	156.72	View chart
Palo Alto Networks (PANW)	0.0	$305k	NEW	894.00	341.02	View chart
Lennox International (LII)	0.0	$304k		530.00	572.99	View chart
Edison International (EIX)	0.0	$303k		4.1k	74.46	View chart
Aim Etf Products Trust Alli Us Equ Buff (MART)	0.0	$302k		7.2k	41.93	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$302k		1.7k	176.65	View chart
Sempra Energy (SRE)	0.0	$300k	-5%	3.2k	92.70	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$300k		7.1k	42.20	View chart
CVS Caremark Corporation (CVS)	0.0	$298k		2.9k	103.44	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$298k		3.3k	89.85	View chart
Rb Global (RBA)	0.0	$297k		2.6k	116.45	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$295k	-6%	3.1k	96.44	View chart
Iqvia Holdings (IQV)	0.0	$295k	-13%	1.5k	193.22	View chart
First Tr Exchng Traded Fd Vi Ft Ve Na 100 Co (QCJA)	0.0	$291k		12k	23.36	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$288k	-49%	5.7k	50.35	View chart
Kinder Morgan (KMI)	0.0	$288k		9.0k	31.97	View chart
McKesson Corporation (MCK)	0.0	$288k	-17%	381.00	755.53	View chart
Kla Corp Com New (KLAC)	0.0	$285k	NEW	944.00	301.62	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$283k	-3%	2.9k	98.98	View chart
Honeywell International (HON)	0.0	$281k	NEW	1.3k	223.90	View chart
Honeywell Aerospace (HONA)	0.0	$277k	NEW	1.3k	221.08	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$277k	-5%	9.6k	28.96	View chart
Intercontinental Exchange (ICE)	0.0	$276k	+66%	2.2k	123.11	View chart
Black Stone Minerals Com Unit (BSM)	0.0	$275k		20k	13.97	View chart
AFLAC Incorporated (AFL)	0.0	$272k	-15%	2.3k	117.25	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$271k		9.8k	27.70	View chart
Boeing Company (BA)	0.0	$270k	+3%	1.2k	216.47	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.0	$264k		7.3k	35.97	View chart
General Dynamics Corporation (GD)	0.0	$263k	-10%	743.00	354.32	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$259k	NEW	130.00	1989.44	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$257k	-68%	5.1k	50.23	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.0	$257k		4.5k	57.63	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$256k		5.5k	46.41	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$254k	-21%	838.00	302.91	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.0	$252k	NEW	9.5k	26.49	View chart
Dbx Etf Tr Xtrack Msci Eurp (DBEU)	0.0	$251k	+2%	4.7k	53.96	View chart
Domino's Pizza (DPZ)	0.0	$249k	NEW	842.00	296.06	View chart
Lattice Semiconductor (LSCC)	0.0	$249k	NEW	1.6k	152.96	View chart
Innovator Etfs Trust Equity Def Pro 2 (AOCT)	0.0	$248k		9.1k	27.36	View chart
Franco-Nevada Corporation (FNV)	0.0	$247k	-4%	1.2k	208.44	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$247k		8.4k	29.43	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.0	$245k		11k	23.03	View chart
Okta Cl A (OKTA)	0.0	$242k	NEW	1.8k	136.45	View chart
Aon Shs Cl A (AON)	0.0	$242k	-8%	728.00	331.69	View chart
Aim Etf Products Trust Allianzim Us Equ (SEPU)	0.0	$240k		7.7k	31.07	View chart
CSX Corporation (CSX)	0.0	$240k		5.0k	47.53	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$240k		6.6k	36.26	View chart
Eaton Corp SHS (ETN)	0.0	$240k	-3%	562.00	426.12	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$235k	-2%	2.0k	117.67	View chart
Eversource Energy (ES)	0.0	$235k		3.3k	72.26	View chart
Union Pacific Corporation (UNP)	0.0	$234k	-2%	859.00	272.04	View chart
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX)	0.0	$233k		7.7k	30.14	View chart
Realty Income (O)	0.0	$228k	NEW	3.7k	61.96	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$228k		9.4k	24.23	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$227k	-5%	1.4k	158.66	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$226k		5.2k	43.06	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$224k		2.4k	93.91	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$223k	NEW	970.00	229.47	View chart
Phillips 66 (PSX)	0.0	$222k	+3%	1.3k	169.11	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.0	$222k		4.5k	49.65	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$220k	NEW	6.5k	33.84	View chart
Flex Lng SHS (FLNG)	0.0	$219k		7.8k	28.06	View chart
Public Service Enterprise (PEG)	0.0	$218k		2.7k	81.16	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.0	$217k	NEW	2.4k	91.62	View chart
Aim Etf Products Trust Allia Us Aug Etf (AUGW)	0.0	$217k		6.4k	34.05	View chart
Enterprise Products Partners (EPD)	0.0	$217k		5.9k	36.76	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$215k		8.9k	24.22	View chart
Innovator Etfs Trust Us Small Cap Pwr (KNOV)	0.0	$212k	NEW	6.7k	31.71	View chart
Chipotle Mexican Grill (CMG)	0.0	$212k	-13%	6.2k	34.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$206k	NEW	967.00	212.86	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	0.0	$205k	NEW	4.5k	45.70	View chart
Vanguard World Health Car Etf (VHT)	0.0	$204k	NEW	684.00	298.89	View chart
L3harris Technologies (LHX)	0.0	$204k	-3%	703.00	290.46	View chart
Sandisk Corp (SNDK)	0.0	$203k	NEW	89.00	2284.82	View chart
Ishares Tr Esg Awr Msci Usa (EVUS)	0.0	$203k	NEW	5.8k	35.11	View chart
Innovator Etfs Trust Us Sm Ca Pw June (KJUN)	0.0	$202k	NEW	6.8k	29.84	View chart
BioCryst Pharmaceuticals (BCRX)	0.0	$200k		20k	10.00	View chart
First Majestic Silver Corp (AG)	0.0	$187k	+4%	11k	16.96	View chart
Cleveland-cliffs (CLF)	0.0	$145k		16k	9.39	View chart
Keel Infrastructure Corp Com Shs (KEEL)	0.0	$138k	NEW	24k	5.74	View chart
Silvercorp Metals (SVM)	0.0	$135k	-4%	13k	10.10	View chart
Fortuna Mng Corp Com New (FSM)	0.0	$117k	-4%	14k	8.45	View chart
Immunitybio (IBRX)	0.0	$96k		11k	8.76	View chart
Niocorp Devs Com New (NB)	0.0	$75k	+3%	16k	4.82	View chart
Trilogy Metals (TMQ)	0.0	$74k		21k	3.51	View chart
Novagold Resources Com New (NG)	0.0	$61k		10k	5.97	View chart
American Res Corp Cl A (AREC)	0.0	$29k		14k	2.15	View chart
Plug Pwr Com New (PLUG)	0.0	$29k		11k	2.71	View chart
I-80 Gold Corp (IAUX)	0.0	$25k		17k	1.44	View chart
Ur-energy (URG)	0.0	$14k		10k	1.36	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 Q2 filed July 13, 2026
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

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