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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, DYNF, and represent 24.96% of Cypress Wealth Services's stock portfolio.
Added to shares of these 10 stocks: DYNF (+$12M), IVE (+$6.7M), IVW, HEFA, IUSB, BINC, PMAR, SCHZ, EMXC, IYW.
Started 22 new stock positions in EFA, NVS, GD, SCHX, MLM, GBTC, BHVN, IVE, ICVT, MUC. BINC, AMT, CEV, HEFA, DYNF, IWM, KMX, NKE, TSM, MDY, BKKT, BSCS.
Reduced shares in these 10 stocks: IVV (-$5.6M), SPLG, OEF, ESGU, TFLO, EFV, USMV, LQD, QUAL, SPY.
Sold out of its positions in DAPR, GBIL, UJUN, QQQX, TFI.
Cypress Wealth Services was a net buyer of stock by $6.6M.
Cypress Wealth Services has $429M in assets under management (AUM), dropping by 7.07%.
Central Index Key (CIK): 0001721527

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Portfolio Holdings for Cypress Wealth Services

Cypress Wealth Services holds 261 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	8.0	$34M	-13%	65k	525.73	View chart
Apple (AAPL)	5.3	$23M		132k	171.48	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	5.1	$22M	-14%	353k	61.53	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.8	$17M	-6%	100k	164.35	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	2.8	$12M	NEW	270k	44.40	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.2	$9.4M	+15%	203k	46.00	View chart
Ishares Tr Core Total Usd (IUSB)	2.2	$9.3M	+30%	203k	45.59	View chart
Ishares Tr Eafe Grwth Etf (EFG)	2.1	$9.1M		88k	103.79	View chart
Vanguard World Mega Grwth Ind (MGK)	2.1	$8.9M		31k	286.61	View chart
Ishares Tr Eafe Value Etf (EFV)	2.0	$8.8M	-19%	161k	54.40	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.0	$8.4M	+78%	100k	84.44	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.9	$8.0M	-27%	70k	114.96	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.7	$7.1M	+11%	53k	135.06	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$7.0M	-13%	13k	523.05	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.6	$6.7M	NEW	36k	186.81	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.5	$6.3M		25k	249.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$6.3M		13k	480.71	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.4	$5.8M	-4%	48k	120.99	View chart
Ishares Tr S&p 100 Etf (OEF)	1.2	$5.3M	-40%	22k	247.41	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.2	$5.2M		23k	228.59	View chart
Ishares Tr Pfd And Incm Sec (PFF)	1.2	$5.0M		155k	32.23	View chart
Microsoft Corporation (MSFT)	1.1	$4.7M	+13%	11k	420.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.1	$4.7M		93k	50.17	View chart
Ishares Tr Mbs Etf (MBB)	1.0	$4.4M	+4%	47k	92.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.9	$3.9M	-8%	9.2k	420.52	View chart
United Parcel Service CL B (UPS)	0.8	$3.6M		24k	148.63	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$3.6M	+2%	24k	150.93	View chart
Amazon (AMZN)	0.8	$3.6M		20k	180.38	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.8	$3.6M		46k	77.73	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.8	$3.3M		42k	80.51	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.8	$3.2M		104k	31.10	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.7	$2.9M	NEW	84k	34.88	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.7	$2.9M		36k	80.63	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.7	$2.9M		102k	28.23	View chart
Ishares Tr Select Divid Etf (DVY)	0.7	$2.8M	+3%	23k	123.18	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.6	$2.8M	-11%	29k	94.62	View chart
Vanguard World Consum Stp Etf (VDC)	0.6	$2.7M	-3%	13k	204.15	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$2.6M	-5%	5.8k	444.00	View chart
Costco Wholesale Corporation (COST)	0.6	$2.6M	+12%	3.5k	732.56	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.6	$2.5M		62k	40.90	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$2.5M	+3%	16k	152.26	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.6	$2.4M		38k	62.34	View chart
Ishares Tr Global Energ Etf (IXC)	0.5	$2.3M	+43%	54k	42.95	View chart
Ishares Msci Emrg Chn (EMXC)	0.5	$2.3M	+61%	40k	57.57	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$2.3M		21k	107.60	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$2.2M	-44%	27k	83.58	View chart
Marriott Intl Cl A (MAR)	0.5	$2.2M		8.6k	252.31	View chart
NVIDIA Corporation (NVDA)	0.5	$2.2M		2.4k	903.60	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.5	$2.1M		36k	57.65	View chart
Meta Platforms Cl A (META)	0.5	$2.0M	+2%	4.1k	485.60	View chart
JPMorgan Chase & Co. (JPM)	0.5	$2.0M		9.9k	200.30	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.5	$2.0M	+228%	54k	36.81	View chart
Ishares Tr Us Infrastruc (IFRA)	0.4	$1.9M	+2%	44k	43.36	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.4	$1.8M	NEW	35k	52.46	View chart
Tesla Motors (TSLA)	0.4	$1.8M		10k	175.79	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$1.7M	-5%	34k	50.60	View chart
Ishares Tr Europe Etf (IEV)	0.4	$1.7M	-2%	30k	55.67	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$1.6M		8.9k	182.60	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.4	$1.6M		57k	28.21	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.4	$1.6M		17k	93.85	View chart
Chevron Corporation (CVX)	0.4	$1.5M	+8%	9.7k	157.75	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.5M	+2%	13k	116.24	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$1.4M	-15%	5.9k	239.75	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$1.4M	-16%	4.9k	288.03	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.3	$1.4M		50k	28.08	View chart
Eli Lilly & Co. (LLY)	0.3	$1.4M	+6%	1.8k	777.89	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.2M		30k	41.77	View chart
Shopify Cl A (SHOP)	0.3	$1.2M	-7%	16k	77.17	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$1.2M	-44%	24k	51.60	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.3	$1.2M		50k	23.80	View chart
American Express Company (AXP)	0.3	$1.2M	+21%	5.2k	227.69	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.3	$1.2M	-14%	31k	37.98	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$1.1M		22k	51.06	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.3	$1.1M		42k	26.31	View chart
Johnson & Johnson (JNJ)	0.3	$1.1M	-8%	6.9k	158.18	View chart
WestAmerica Ban (WABC)	0.2	$1.1M		22k	48.88	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$1.1M	+27%	12k	89.67	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.2	$1.0M		33k	31.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter (YJUN)	0.2	$1.0M		45k	22.16	View chart
Walt Disney Company (DIS)	0.2	$958k	+4%	7.8k	122.36	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$944k	+7%	16k	58.11	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.2	$933k	-30%	17k	53.95	View chart
Wells Fargo & Company (WFC)	0.2	$904k	-4%	16k	57.96	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$900k		47k	19.21	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.2	$897k		44k	20.43	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.2	$890k		43k	20.97	View chart
Visa Com Cl A (V)	0.2	$886k	+34%	3.2k	279.11	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$873k	-14%	12k	74.81	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$869k		45k	19.29	View chart
Amgen (AMGN)	0.2	$865k	+8%	3.0k	284.31	View chart
BlackRock (BLK)	0.2	$852k		1.0k	834.01	View chart
Ishares Tr Msci Usa Value (VLUE)	0.2	$818k	-17%	7.6k	108.30	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.2	$816k		28k	28.94	View chart
Verizon Communications (VZ)	0.2	$813k		19k	41.96	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.2	$805k		5.2k	155.74	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.2	$801k		19k	43.39	View chart
Ishares Emng Mkts Eqt (EMGF)	0.2	$786k	-5%	18k	44.54	View chart
Wal-Mart Stores (WMT)	0.2	$781k	+253%	13k	60.17	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.2	$768k		7.3k	105.03	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$763k	+23%	1.9k	397.76	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$741k	-15%	9.6k	77.31	View chart
Ford Motor Company (F)	0.2	$738k		56k	13.28	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.2	$736k	-3%	7.5k	97.94	View chart
Comcast Corp Cl A (CMCSA)	0.2	$734k	+6%	17k	43.35	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$726k	-62%	6.7k	108.92	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.2	$711k		41k	17.30	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.2	$684k	-14%	20k	34.52	View chart
Texas Instruments Incorporated (TXN)	0.2	$676k	+35%	3.9k	174.21	View chart
Oracle Corporation (ORCL)	0.2	$666k	+2%	5.3k	125.60	View chart
Procter & Gamble Company (PG)	0.2	$663k	+7%	4.1k	162.24	View chart
Vanguard World Energy Etf (VDE)	0.2	$662k		5.0k	131.71	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$649k	+499%	7.5k	86.18	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$647k	-22%	5.6k	115.30	View chart
UnitedHealth (UNH)	0.1	$635k	+4%	1.3k	494.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	0.1	$632k		14k	44.45	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.1	$628k	-15%	13k	47.89	View chart
Innovator Etfs Trust GRWT100 PWR BF (NAPR)	0.1	$626k		14k	45.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.1	$620k		24k	25.51	View chart
Ishares Tr Short Treas Bd (SHV)	0.1	$620k	-33%	5.6k	110.54	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$619k		17k	36.54	View chart
Cisco Systems (CSCO)	0.1	$617k		12k	49.91	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$587k		15k	39.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.1	$587k		15k	38.68	View chart
Lamar Advertising Cl A (LAMR)	0.1	$585k	-12%	4.9k	119.41	View chart
Philip Morris International (PM)	0.1	$581k	-7%	6.3k	91.62	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$572k	-24%	25k	22.77	View chart
Charles Schwab Corporation (SCHW)	0.1	$566k	+9%	7.8k	72.34	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.1	$560k	NEW	8.9k	63.17	View chart
Starbucks Corporation (SBUX)	0.1	$557k	+9%	6.1k	91.39	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$554k	-34%	11k	49.40	View chart
Medtronic SHS (MDT)	0.1	$548k		6.3k	87.15	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$547k	+3%	7.4k	74.22	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$547k	-26%	4.9k	110.52	View chart
Home Depot (HD)	0.1	$539k		1.4k	383.47	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$536k		3.3k	162.86	View chart
Coca-Cola Company (KO)	0.1	$530k	-8%	8.7k	61.18	View chart
Pfizer (PFE)	0.1	$529k	-15%	19k	27.75	View chart
Rivernorth Opportunistic Mun (RMI)	0.1	$523k		33k	16.10	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$521k		11k	47.13	View chart
Lowe's Companies (LOW)	0.1	$520k	-54%	2.0k	254.79	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$517k		1.5k	337.01	View chart
Enbridge (ENB)	0.1	$507k	-11%	14k	36.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$500k		11k	45.27	View chart
Edison International (EIX)	0.1	$500k	-12%	7.1k	70.73	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$500k	+9%	9.6k	52.16	View chart
Broadcom (AVGO)	0.1	$499k	+78%	376.00	1327.01	View chart
Mastercard Incorporated Cl A (MA)	0.1	$492k	+18%	1.0k	481.34	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.1	$466k		56k	8.29	View chart
Thermo Fisher Scientific (TMO)	0.1	$459k		790.00	581.23	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$456k		1.3k	344.16	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$453k		15k	30.22	View chart
Abbvie (ABBV)	0.1	$452k	+54%	2.5k	182.11	View chart
Pepsi (PEP)	0.1	$450k	+37%	2.6k	174.98	View chart
Merck & Co (MRK)	0.1	$448k	+58%	3.4k	131.95	View chart
Genuine Parts Company (GPC)	0.1	$446k	-9%	2.9k	154.93	View chart
Air Products & Chemicals (APD)	0.1	$437k	-8%	1.8k	242.23	View chart
Ball Corporation (BALL)	0.1	$437k		6.5k	67.36	View chart
Omni (OMC)	0.1	$432k	-10%	4.5k	96.75	View chart
Booking Holdings (BKNG)	0.1	$428k	+5%	118.00	3628.62	View chart
Goldman Sachs (GS)	0.1	$423k		1.0k	417.52	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$420k		12k	36.60	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$419k	+8%	1.2k	346.68	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.1	$416k	-3%	4.0k	103.54	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$412k		12k	34.16	View chart
GSK Sponsored Adr (GSK)	0.1	$404k		9.4k	42.87	View chart
Intel Corporation (INTC)	0.1	$400k	-4%	9.1k	44.17	View chart
TJX Companies (TJX)	0.1	$396k		3.9k	101.43	View chart
Independence Realty Trust In (IRT)	0.1	$394k	-38%	24k	16.13	View chart
Honeywell International (HON)	0.1	$391k	+64%	1.9k	205.25	View chart
Bank of America Corporation (BAC)	0.1	$390k		10k	37.92	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$383k	-14%	3.5k	110.21	View chart
Duke Energy Corp Com New (DUK)	0.1	$378k	-3%	3.9k	96.71	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$370k	+57%	4.9k	75.40	View chart
Netflix (NFLX)	0.1	$367k		604.00	607.33	View chart
Cava Group Ord (CAVA)	0.1	$360k	-22%	5.1k	70.05	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$359k		14k	24.91	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.1	$346k		9.8k	35.37	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$345k		3.2k	107.41	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$341k	-88%	6.7k	50.69	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$340k	-45%	1.3k	259.98	View chart
American Tower Reit (AMT)	0.1	$339k	NEW	1.7k	197.59	View chart
Franco-Nevada Corporation (FNV)	0.1	$338k	-4%	2.8k	119.16	View chart
Eaton Vance Calif Mun Incom Sh Ben Int (CEV)	0.1	$335k	NEW	32k	10.61	View chart
Williams Companies (WMB)	0.1	$334k	-11%	8.6k	38.97	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$332k	NEW	17k	20.07	View chart
Truist Financial Corp equities (TFC)	0.1	$329k		8.5k	38.98	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$329k	-19%	3.1k	104.73	View chart
Biohaven (BHVN)	0.1	$326k	NEW	6.0k	54.69	View chart
Kkr & Co (KKR)	0.1	$322k		3.2k	100.58	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.1	$316k	-8%	9.2k	34.44	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$314k	-8%	6.4k	49.19	View chart
Altria (MO)	0.1	$310k	-10%	7.1k	43.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$309k		7.2k	42.88	View chart
Anthem (ELV)	0.1	$307k	+3%	592.00	518.70	View chart
Lockheed Martin Corporation (LMT)	0.1	$307k	-10%	674.00	455.07	View chart
Fidelity National Information Services (FIS)	0.1	$304k	-49%	4.1k	74.18	View chart
Abbott Laboratories (ABT)	0.1	$304k	-21%	2.7k	113.65	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.1	$302k		2.4k	123.30	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.1	$301k	-8%	4.0k	76.00	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$297k	-47%	9.2k	32.23	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$296k		1.4k	205.72	View chart
McDonald's Corporation (MCD)	0.1	$289k	+31%	1.0k	282.03	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.1	$289k	-16%	8.9k	32.47	View chart
Iqvia Holdings (IQV)	0.1	$278k	+5%	1.1k	252.89	View chart
Ishares Tr Msci Usa Sze Ft (SIZE)	0.1	$274k		1.9k	142.29	View chart
Peakstone Realty Trust Common Shares (PKST)	0.1	$272k	-21%	17k	16.13	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$271k		5.7k	47.46	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$270k	NEW	485.00	556.40	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$270k		9.5k	28.47	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$269k		11k	23.80	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$269k	NEW	3.4k	79.86	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$262k		4.8k	54.43	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$261k	NEW	1.2k	210.30	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$261k		11k	23.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.1	$259k		5.5k	47.02	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.1	$259k	NEW	24k	11.01	View chart
International Business Machines (IBM)	0.1	$255k		1.3k	190.99	View chart
Vanguard World Health Car Etf (VHT)	0.1	$254k		939.00	270.46	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.1	$250k		4.8k	52.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.1	$246k		9.9k	24.96	View chart
Martin Marietta Materials (MLM)	0.1	$244k	NEW	398.00	613.94	View chart
General Dynamics Corporation (GD)	0.1	$243k	NEW	862.00	282.37	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$243k	+200%	1.1k	225.92	View chart
Adobe Systems Incorporated (ADBE)	0.1	$242k	+40%	479.00	504.70	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.1	$241k	-12%	93k	2.59	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$238k	-5%	3.9k	61.05	View chart
CVS Caremark Corporation (CVS)	0.1	$237k	+4%	3.0k	79.77	View chart
CarMax (KMX)	0.1	$237k	NEW	2.7k	87.11	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$236k		2.8k	85.65	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$236k		6.7k	35.38	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$235k	+207%	3.9k	60.74	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$234k	-48%	1.8k	131.36	View chart
Bny Mellon Alcentra Global Cr (DCF)	0.1	$232k		27k	8.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inte (YDEC)	0.1	$230k		9.8k	23.52	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$228k		3.4k	67.34	View chart
ConocoPhillips (COP)	0.1	$227k	+3%	1.8k	127.29	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.1	$222k	-10%	4.4k	50.77	View chart
At&t (T)	0.1	$216k	+11%	12k	17.60	View chart
Sempra Energy (SRE)	0.0	$212k		3.0k	71.82	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$212k	NEW	1.6k	136.05	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.0	$211k		4.3k	49.65	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$211k	NEW	2.6k	79.83	View chart
Automatic Data Processing (ADP)	0.0	$207k	-53%	827.00	249.74	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.0	$205k		8.0k	25.69	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.0	$203k		8.2k	24.81	View chart
Nike CL B (NKE)	0.0	$203k	NEW	2.2k	93.98	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$203k	NEW	3.3k	62.06	View chart
Novartis Sponsored Adr (NVS)	0.0	$202k	NEW	2.1k	96.73	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$201k	-2%	4.9k	41.08	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.0	$200k	-37%	3.4k	58.59	View chart
Bitfarms (BITF)	0.0	$175k	-5%	79k	2.23	View chart
Virtus Allianzgi Convertible (CBH)	0.0	$150k	-15%	17k	8.80	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$143k		12k	11.88	View chart
First Majestic Silver Corp (AG)	0.0	$141k		24k	5.88	View chart
Fortuna Silver Mines (FSM)	0.0	$132k		35k	3.73	View chart
Silvercorp Metals (SVM)	0.0	$111k		34k	3.26	View chart
BioCryst Pharmaceuticals (BCRX)	0.0	$102k		20k	5.08	View chart
International Tower Hill Mines (THM)	0.0	$89k		130k	0.69	View chart
Plug Power Com New (PLUG)	0.0	$36k		11k	3.44	View chart
Ess Tech Common Stock (GWH)	0.0	$7.2k		10k	0.72	View chart
Bakkt Holdings Com Cl A (BKKT)	0.0	$7.0k	NEW	15k	0.46	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 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
Cypress Wealth Services 2020 Q3 filed Oct. 23, 2020
Cypress Wealth Services 2020 Q2 filed July 15, 2020

View all past filings

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