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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, CORO, and represent 24.38% of Cypress Wealth Services's stock portfolio.
Added to shares of these 10 stocks: IEFA (+$8.2M), SPYM, ACWX, CORO, BLCR, Exxon Mobil Corp, SCHZ, IUSB, IVV, EJUL.
Started 16 new stock positions in ABNB, P, GSLC, ACWX, MBBA, NAC, CSHI, DMXF, ABT, PMAY. IAUG, Exxon Mobil Corp, PSEP, EJUL, ETHW, QCJL.
Reduced shares in these 10 stocks: MBB, SPMO, MTUM, DYNF, EFG, , IEMG, NVBU, ZNOV, SGOV.
Sold out of its positions in STXF, AVDE, DIVO, CMG, XOM, HONA, KJUN, ZNOV, GNMA, KLAC. LHX, LII, PEG, O, XAR, VTIP, AON.
Cypress Wealth Services was a net buyer of stock by $10M.
Cypress Wealth Services has $848M in assets under management (AUM), dropping by 4.00%.
Central Index Key (CIK): 0001721527

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Portfolio Holdings for Cypress Wealth Services

Cypress Wealth Services holds 421 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	6.5	$55M		165k	333.63	View chart
Spdr Series Trust St Str P500etf (SPYM)	6.4	$54M	+9%	589k	91.72	View chart
Ishares Tr Core S&p500 Etf (IVV)	5.7	$48M	+3%	62k	782.54	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.2	$27M	-11%	382k	70.42	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	2.6	$22M	+19%	608k	36.71	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.6	$22M		151k	146.12	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.0	$17M	+17%	774k	22.03	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.8	$15M		67k	231.66	View chart
Microsoft Corporation (MSFT)	1.6	$14M		26k	529.30	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.6	$14M	-3%	17k	779.10	View chart
NVIDIA Corporation (NVDA)	1.4	$12M		50k	239.24	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	1.4	$12M	+39%	235k	50.47	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.4	$12M	+24%	265k	44.02	View chart
Vanguard World Mrngstr Mega Cap (MGK)	1.3	$11M		116k	95.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$11M		15k	714.36	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	1.2	$10M	-6%	209k	49.73	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$9.7M		28k	347.68	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.1	$9.6M		56k	170.65	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.1	$9.1M	+985%	93k	97.25	View chart
Ishares Tr S&p 100 Etf (OEF)	1.1	$9.0M		23k	389.32	View chart
Amazon (AMZN)	1.1	$8.9M		35k	256.29	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.0	$8.7M		39k	225.90	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$8.2M		11k	757.75	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$8.1M		115k	71.11	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.9	$7.9M		177k	44.92	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$7.7M	+2%	22k	344.59	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.9	$7.2M		89k	80.98	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$7.2M		46k	158.37	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.8	$7.0M	-32%	58k	121.13	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$6.8M		86k	78.95	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.7	$6.3M		22k	291.06	View chart
Tesla Motors (TSLA)	0.7	$6.3M	+3%	17k	380.67	View chart
Bloom Energy Corp Com Cl A (BE)	0.7	$6.0M	+23%	20k	295.78	View chart
JPMorgan Chase & Co. (JPM)	0.7	$6.0M		18k	331.28	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.7	$5.9M	+10%	268k	21.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.7	$5.7M	+2%	11k	505.53	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.6	$5.4M		102k	52.85	View chart
Costco Wholesale Corporation (COST)	0.6	$5.3M	-8%	5.7k	935.70	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$5.2M	+2%	22k	236.99	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$5.1M		19k	272.59	View chart
Broadcom (AVGO)	0.6	$5.0M	+3%	13k	375.80	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.6	$4.9M		162k	30.09	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.5	$4.6M	NEW	60k	76.38	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$4.5M	-33%	55k	82.04	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$4.4M		56k	78.24	View chart
Meta Platforms Cl A (META)	0.5	$4.2M		5.7k	738.82	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.5	$4.1M		138k	29.52	View chart
Global X Fds Defense Tech Etf (SHLD)	0.5	$4.0M	-5%	67k	60.06	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.4	$3.5M	-2%	84k	42.31	View chart
Marriott Intl Cl A (MAR)	0.4	$3.5M		9.8k	361.28	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.4	$3.5M		45k	77.27	View chart
Chevron Corporation (CVX)	0.4	$3.3M		16k	207.57	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.4	$3.1M		56k	55.80	View chart
Exxonmobil Holdings Corp Com Shs	0.4	$3.1M	NEW	19k	164.48	View chart
Cisco Systems (CSCO)	0.3	$2.9M		25k	117.94	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.3	$2.9M	-5%	91k	31.71	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$2.8M		19k	153.92	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.3	$2.8M		17k	164.44	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$2.8M		28k	101.02	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$2.8M	+3%	36k	77.06	View chart
Eli Lilly & Co. (LLY)	0.3	$2.8M		2.4k	1157.50	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$2.7M	+19%	58k	46.83	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$2.7M	-3%	83k	32.65	View chart
Johnson & Johnson (JNJ)	0.3	$2.7M		11k	254.78	View chart
Micron Technology (MU)	0.3	$2.6M	+4%	2.5k	1045.42	View chart
Caterpillar (CAT)	0.3	$2.6M		3.0k	863.37	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$2.6M	+4%	32k	79.46	View chart
Valero Energy Corporation (VLO)	0.3	$2.5M		5.9k	419.19	View chart
United Parcel Svcs CL B (UPS)	0.3	$2.4M		26k	93.11	View chart
Vanguard World Consum Stp Etf (VDC)	0.3	$2.4M		11k	221.78	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$2.4M		30k	79.01	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.3	$2.3M	+12%	55k	42.17	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.3	$2.2M	-5%	25k	91.56	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.2	$2.0M		4.8k	425.70	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$2.0M	-2%	34k	60.62	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.2	$2.0M	+31%	41k	49.43	View chart
American Express Company (AXP)	0.2	$2.0M		6.5k	304.55	View chart
Merck & Co (MRK)	0.2	$2.0M		14k	141.94	View chart
Goldman Sachs (GS)	0.2	$1.9M		2.1k	897.36	View chart
Visa Com Cl A (V)	0.2	$1.9M		5.1k	370.61	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.2	$1.8M		13k	139.42	View chart
Sprott Asset Management Physical Silver (PSLV)	0.2	$1.8M		91k	20.00	View chart
Wal-Mart Stores (WMT)	0.2	$1.8M	-5%	16k	107.20	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.2	$1.7M	+27%	21k	79.78	View chart
Ishares Tr Europe Etf (IEV)	0.2	$1.7M		24k	70.94	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.2	$1.6M	-7%	32k	50.71	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$1.6M		9.3k	174.19	View chart
Wells Fargo & Company (WFC)	0.2	$1.6M	-4%	19k	81.51	View chart
Texas Instruments Incorporated (TXN)	0.2	$1.6M	-8%	5.2k	297.21	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$1.5M		31k	50.27	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$1.5M	+2%	28k	55.45	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$1.5M		11k	129.80	View chart
Ensign (ENSG)	0.2	$1.5M		8.5k	172.06	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$1.4M		9.4k	152.94	View chart
Arista Networks Com Shs (ANET)	0.2	$1.4M	-3%	6.7k	215.36	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$1.4M		45k	31.43	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$1.4M	+23%	30k	47.06	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.2	$1.4M	+89%	16k	84.95	View chart
Procter & Gamble Company (PG)	0.2	$1.4M	-4%	9.3k	148.41	View chart
Palantir Technologies Cl A (PLTR)	0.2	$1.3M		7.0k	192.07	View chart
Roblox Corp Cl A (RBLX)	0.2	$1.3M		29k	45.56	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	0.2	$1.3M		3.5k	382.49	View chart
Verizon Communications (VZ)	0.2	$1.3M		29k	45.98	View chart
Advanced Micro Devices (AMD)	0.2	$1.3M		2.0k	649.42	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.3M		7.7k	169.91	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.2	$1.3M		19k	68.92	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.2	$1.3M	NEW	41k	31.67	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.2	$1.3M	+186%	7.5k	171.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.2	$1.3M		48k	26.83	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$1.2M		2.4k	514.52	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.1	$1.2M		3.4k	359.61	View chart
Deere & Company (DE)	0.1	$1.2M		1.8k	682.65	View chart
Innovator Etfs Trust Equi Defi 1 July (ZJUL)	0.1	$1.2M	+39%	40k	30.42	View chart
Abbvie (ABBV)	0.1	$1.2M	-4%	4.5k	266.66	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.1	$1.2M	+4%	41k	28.32	View chart
International Business Machines (IBM)	0.1	$1.1M	-4%	5.2k	221.30	View chart
Home Depot (HD)	0.1	$1.1M	+14%	4.0k	286.71	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$1.1M		11k	104.22	View chart
Aim Etf Products Trust Allianzim Us Eqt (JULW)	0.1	$1.1M		27k	41.86	View chart
Applied Materials (AMAT)	0.1	$1.1M	-9%	2.1k	530.31	View chart
Philip Morris International (PM)	0.1	$1.1M	-16%	5.9k	190.39	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.1	$1.1M	-9%	113k	9.76	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$1.1M	-5%	1.8k	589.45	View chart
Innovator Etfs Trust Equit Defin Jul (JAJL)	0.1	$1.1M		35k	30.40	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	0.1	$1.1M		35k	30.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd 100 (QCJL)	0.1	$1.1M	NEW	41k	26.37	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$1.1M	-2%	16k	67.72	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$1.0M	+7%	14k	72.87	View chart
American Intl Group Com New (AIG)	0.1	$1.0M		14k	75.11	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$1.0M		5.1k	201.10	View chart
Netflix (NFLX)	0.1	$1.0M	+23%	15k	68.69	View chart
Innovator Etfs Trust Equity 1yr Janua (ZJAN)	0.1	$1.0M		35k	28.48	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.1	$1.0M		15k	67.96	View chart
WestAmerica Ban (WABC)	0.1	$976k		17k	58.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$971k		13k	74.00	View chart
Aim Etf Products Trust Allianzim Us Equ (NVBU)	0.1	$970k	-64%	31k	31.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.1	$961k		23k	42.08	View chart
Park National Corporation (PRK)	0.1	$947k		5.3k	180.28	View chart
Oracle Corporation (ORCL)	0.1	$941k		6.5k	144.78	View chart
Innovator Etfs Trust Equity Define 28 (AJUL)	0.1	$935k	+170%	31k	30.41	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$925k		47k	19.54	View chart
Coca-Cola Company (KO)	0.1	$924k	-19%	11k	86.17	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$919k	-83%	6.0k	153.00	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$907k	+4%	19k	48.49	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$898k		46k	19.57	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$894k	-2%	17k	52.36	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.1	$893k		4.1k	219.01	View chart
Thermo Fisher Scientific (TMO)	0.1	$893k	+13%	1.4k	656.38	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.1	$889k		44k	20.17	View chart
Innovator Etfs Trust Equi Defi 1 Aug (ZAUG)	0.1	$884k	+6%	32k	28.02	View chart
Intel Corporation (INTC)	0.1	$881k	+4%	7.8k	112.50	View chart
Vanguard World Energy Etf (VDE)	0.1	$872k		4.9k	178.67	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$866k		4.5k	193.41	View chart
Amgen (AMGN)	0.1	$853k		2.1k	402.56	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$851k		1.8k	482.30	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$851k	+8%	12k	72.76	View chart
Mastercard Incorporated Cl A (MA)	0.1	$850k		1.5k	566.49	View chart
Blackrock (BLK)	0.1	$847k		784.00	1079.98	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$845k		6.1k	138.85	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.1	$840k	-5%	16k	52.97	View chart
Cheniere Energy Com New (LNG)	0.1	$827k	-2%	3.0k	275.27	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.1	$819k		21k	38.50	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$813k	+6%	50k	16.18	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$808k		44k	18.25	View chart
Eaton Vance Calif Mun Incom Sh Ben Int (CEV)	0.1	$797k	+22%	78k	10.24	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	0.1	$795k	-13%	22k	36.77	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$781k	-85%	8.7k	89.36	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$780k		6.0k	129.19	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$777k	+300%	2.8k	278.86	View chart
salesforce (CRM)	0.1	$771k		3.4k	224.97	View chart
Charles Schwab Corporation (SCHW)	0.1	$765k		7.9k	96.80	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$765k		8.3k	92.64	View chart
Lam Research Corp Com New (LRCX)	0.1	$762k		2.3k	333.94	View chart
Innovator Etfs Trust Equi Defi 1 Apri (ZAPR)	0.1	$750k		28k	27.05	View chart
Aim Etf Products Trust Allianzim Us Eqt (OCTU)	0.1	$739k	-7%	24k	31.32	View chart
Alamos Gold Com Cl A (AGI)	0.1	$725k		22k	32.73	View chart
Becton, Dickinson and (BDX)	0.1	$721k		4.0k	180.29	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$720k	-9%	11k	68.27	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$719k	-2%	16k	44.52	View chart
Innovator Etfs Trust Equi Defi Sept (ZSEP)	0.1	$716k	+21%	26k	28.05	View chart
Anthem (ELV)	0.1	$711k		1.8k	400.14	View chart
Innovator Etfs Trust Equit Protn May (ZMAY)	0.1	$710k		27k	26.44	View chart
Spdr Series Trust St Str R1k Lowv (LGLV)	0.1	$708k		4.0k	177.04	View chart
Morgan Stanley Com New (MS)	0.1	$708k		3.7k	191.03	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$708k		6.5k	108.06	View chart
Ishares Msci Emrg Chn (EMXC)	0.1	$704k		7.0k	100.48	View chart
Qualcomm (QCOM)	0.1	$702k		3.9k	181.04	View chart
Enbridge (ENB)	0.1	$701k		15k	46.54	View chart
Medtronic SHS (MDT)	0.1	$700k	-2%	8.0k	87.09	View chart
Marvell Technology (MRVL)	0.1	$674k	+2%	2.3k	287.03	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$672k		10k	65.07	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$669k		4.9k	137.65	View chart
Ford Motor Company (F)	0.1	$667k		54k	12.28	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$667k		12k	54.01	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.1	$665k		28k	24.06	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$660k		12k	53.49	View chart
Aim Etf Products Trust Allia Us May Etf (MAYW)	0.1	$655k		18k	35.74	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.1	$654k		22k	29.89	View chart
ConocoPhillips (COP)	0.1	$652k		5.0k	129.35	View chart
Ishares Tr Larg Cap Jun Etf (MAXJ)	0.1	$652k		22k	29.63	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$649k	+5%	11k	61.27	View chart
Innovator Etfs Trust Growth 100 Pwr B (NNOV)	0.1	$637k		19k	32.83	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.1	$628k	-6%	7.5k	83.44	View chart
Stryker Corporation (SYK)	0.1	$627k	+6%	2.3k	278.24	View chart
Ares Capital Corporation (ARCC)	0.1	$623k	+2%	33k	18.64	View chart
Vanguard Index Fds MRNGSTR MD CP GR (VOT)	0.1	$621k		2.0k	304.08	View chart
At&t (T)	0.1	$614k	+8%	25k	24.43	View chart
Walt Disney Company (DIS)	0.1	$613k	+4%	5.9k	104.03	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$612k		1.6k	382.27	View chart
Dell Technologies CL C (DELL)	0.1	$595k		1.0k	574.06	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$591k		12k	49.25	View chart
TJX Companies (TJX)	0.1	$591k		4.3k	137.03	View chart
Duke Energy Corp Com New (DUK)	0.1	$590k	-2%	5.1k	115.67	View chart
Innovator Etfs Trust Equity Jan 20227 (TJAN)	0.1	$589k	-32%	21k	28.70	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$585k		7.6k	77.21	View chart
Capital One Financial (COF)	0.1	$585k		3.0k	195.81	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$571k	-4%	2.0k	281.38	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$561k		4.7k	120.47	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$558k	+7%	6.6k	84.04	View chart
Marathon Petroleum Corp (MPC)	0.1	$557k		1.3k	432.50	View chart
Raytheon Technologies Corp (RTX)	0.1	$554k	-10%	3.0k	183.27	View chart
Aim Etf Products Trust Allianzim Us Eqt (APRW)	0.1	$545k		14k	38.03	View chart
Ishares Tr Long Term Muni (LMUB)	0.1	$545k	-35%	12k	46.48	View chart
Innovator Etfs Trust Equi Dual 15 Dec (DDFD)	0.1	$539k		26k	20.47	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$538k	-86%	1.7k	322.42	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.1	$530k		14k	37.44	View chart
GSK Sponsored Adr (GSK)	0.1	$522k	-3%	11k	46.60	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$519k	-2%	8.1k	63.75	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$519k	-14%	13k	41.63	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$515k		2.0k	251.77	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$513k		7.8k	66.14	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$511k	-58%	5.1k	100.47	View chart
Pfizer (PFE)	0.1	$510k	-2%	19k	27.50	View chart
Pepsi (PEP)	0.1	$499k		4.0k	125.70	View chart
Rbc Cad (RY)	0.1	$490k		2.5k	196.35	View chart
Waste Management (WM)	0.1	$486k		2.3k	207.86	View chart
UnitedHealth (UNH)	0.1	$485k	+19%	1.3k	376.22	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$484k		10k	47.17	View chart
Altria (MO)	0.1	$483k		7.0k	68.55	View chart
Truist Financial Corp equities (TFC)	0.1	$482k	-2%	10k	46.25	View chart
Innovator Etfs Trust Innovator Intl D (IMAR)	0.1	$481k		16k	30.59	View chart
Agnico (AEM)	0.1	$480k		2.6k	186.05	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.1	$478k	-3%	86k	5.56	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$475k	-12%	4.8k	99.49	View chart
Ishares Tr Msci Usa Sze Ft (SIZE)	0.1	$472k		2.7k	177.78	View chart
Booking Holdings (BKNG)	0.1	$470k		3.0k	157.61	View chart
Air Products & Chemicals (APD)	0.1	$464k		1.7k	280.93	View chart
Omni (OMC)	0.1	$461k		6.1k	75.11	View chart
American Tower Reit (AMT)	0.1	$459k	-3%	2.8k	164.79	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$457k	+69%	4.8k	94.36	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$455k	+2%	11k	41.16	View chart
Illinois Tool Works (ITW)	0.1	$454k	-2%	1.7k	267.11	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$454k		16k	28.28	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$454k		2.8k	160.72	View chart
Comcast Corp Cl A (CMCSA)	0.1	$453k		21k	21.56	View chart
Freeport Mcmoran CL B (FCX)	0.1	$452k		6.2k	72.56	View chart
Bank of America Corporation (BAC)	0.1	$452k	+2%	8.3k	54.09	View chart
Rivernorth Opportunistic Mun (RMI)	0.1	$448k		33k	13.77	View chart
Us Bancorp Com New (USB)	0.1	$446k	-21%	7.8k	57.29	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.1	$446k		3.0k	150.11	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.1	$445k	NEW	9.4k	47.40	View chart
Lowe's Companies (LOW)	0.1	$442k		2.4k	183.69	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$438k		2.2k	201.96	View chart
McDonald's Corporation (MCD)	0.1	$436k	-3%	1.9k	232.50	View chart
Shell Spon Ads (SHEL)	0.1	$436k		4.5k	97.62	View chart
Citigroup Com New (C)	0.1	$434k		3.4k	128.51	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$426k	-23%	7.5k	56.45	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.1	$424k		1.8k	235.28	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$423k		626.00	675.00	View chart
Invesco Van Kampen Cal Val Mun Inc Trust (VCV)	0.0	$421k	-34%	47k	8.95	View chart
Intercontinental Exchange (ICE)	0.0	$417k	+21%	2.7k	153.46	View chart
Peak (DOC)	0.0	$416k		22k	19.00	View chart
First Tr Exchange-traded A Com Shs (FTC)	0.0	$413k		2.3k	183.28	View chart
Aim Etf Products Trust Allianzim Us Eqt (MARW)	0.0	$410k		11k	37.08	View chart
Nucor Corporation (NUE)	0.0	$406k		1.6k	251.07	View chart
Norfolk Southern (NSC)	0.0	$401k		1.3k	316.38	View chart
Iqvia Holdings (IQV)	0.0	$395k		1.5k	259.98	View chart
Lockheed Martin Corporation (LMT)	0.0	$393k		770.00	510.10	View chart
O'reilly Automotive (ORLY)	0.0	$387k	-7%	4.5k	85.14	View chart
Ishares Esg Awr Msci Em (ESGE)	0.0	$385k		7.0k	54.65	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.0	$385k		2.9k	130.75	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$383k		7.5k	51.13	View chart
Aim Etf Products Trust Allianzim Us Equ (DECU)	0.0	$380k		13k	30.09	View chart
SYSCO Corporation (SYY)	0.0	$376k	-5%	4.9k	77.45	View chart
Palo Alto Networks (PANW)	0.0	$376k		895.00	419.91	View chart
Automatic Data Processing (ADP)	0.0	$374k	+2%	1.4k	262.30	View chart
Innovator Etfs Trust Quity Managd Flr (SFLR)	0.0	$369k	-5%	9.3k	39.63	View chart
Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU)	0.0	$368k	-5%	8.1k	45.42	View chart
Okta Cl A (OKTA)	0.0	$367k	-5%	1.7k	218.67	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.0	$362k		5.2k	70.02	View chart
Ishares Tr Large Cap 10 Per (STEN)	0.0	$360k		13k	28.77	View chart
Innovator Etfs Trust Equity Def Protn (ZFEB)	0.0	$359k		14k	26.46	View chart
Colgate-Palmolive Company (CL)	0.0	$357k		4.1k	87.25	View chart
Otis Worldwide Corp (OTIS)	0.0	$356k	+20%	5.4k	66.46	View chart
Phillips 66 (PSX)	0.0	$356k		1.3k	269.79	View chart
Ge Vernova (GEV)	0.0	$355k		345.00	1027.76	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$354k	-4%	2.1k	171.58	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$354k	+22%	7.0k	50.41	View chart
Everpure Cl A (P)	0.0	$354k	NEW	2.4k	147.20	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$354k		3.3k	106.57	View chart
McKesson Corporation (MCK)	0.0	$353k		383.00	922.05	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.0	$349k		6.2k	56.34	View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK)	0.0	$347k		1.0k	347.44	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$344k		7.2k	47.54	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.0	$344k	+58%	3.8k	91.46	View chart
Aim Etf Products Trust Allia Us Aug Etf (AUGW)	0.0	$342k	+53%	9.8k	35.04	View chart
Spdr Index Shs Fds St Str Eu 50 Etf (FEZ)	0.0	$342k		5.1k	66.79	View chart
Analog Devices (ADI)	0.0	$342k		812.00	420.57	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$341k		2.3k	148.36	View chart
Entergy Corporation (ETR)	0.0	$339k		3.3k	103.24	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.0	$336k		1.5k	230.47	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.0	$335k		4.1k	81.24	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.0	$328k		13k	24.92	View chart
Innovator Etfs Trust Intrnl Dev Aprl (IAPR)	0.0	$327k		9.7k	33.60	View chart
Ishares Tr Us Infrastruc (IFRA)	0.0	$326k	-3%	5.8k	56.69	View chart
Ge Aerospace Com New (GE)	0.0	$326k		1.1k	309.52	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$324k	-32%	1.6k	208.26	View chart
Viper Energy Cl A (VNOM)	0.0	$322k		7.8k	41.59	View chart
Astrazeneca Ord (AZN)	0.0	$321k	-2%	2.0k	158.61	View chart
Wec Energy Group (WEC)	0.0	$320k		3.1k	103.20	View chart
Lamar Advertising Cl A (LAMR)	0.0	$320k		2.2k	144.72	View chart
eBay (EBAY)	0.0	$319k		3.0k	107.05	View chart
Sabra Health Care REIT (SBRA)	0.0	$319k		17k	19.12	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$316k	-13%	4.5k	69.62	View chart
Genuine Parts Company (GPC)	0.0	$316k	-6%	2.5k	127.36	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$314k		3.8k	81.81	View chart
Kkr & Co (KKR)	0.0	$313k		3.5k	90.66	View chart
Aim Etf Products Trust Alli Us Equ Buff (MART)	0.0	$313k		7.2k	43.46	View chart
Innovator Etfs Trust Us Eqt Pwr Buf (PAPR)	0.0	$309k		7.1k	43.42	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.0	$307k	-7%	381.00	805.63	View chart
Honeywell International (HON)	0.0	$304k	+13%	1.4k	212.80	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$304k		2.1k	143.44	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$302k		3.5k	86.57	View chart
Blackrock Etf Trust Ii Ishar Backe Etf (MBBA)	0.0	$302k	NEW	6.5k	46.79	View chart
First Tr Exchng Traded Fd Vi Ft Ve Na 100 Co (QCJA)	0.0	$300k		12k	24.08	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$298k	-17%	3.3k	89.92	View chart
Hartford Fds Exchange Traded Strat Incom Etf (HFSI)	0.0	$298k		8.9k	33.55	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$298k		2.7k	111.72	View chart
Microchip Technology (MCHP)	0.0	$294k		3.6k	81.25	View chart
Kinder Morgan (KMI)	0.0	$291k		9.1k	32.16	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$290k	-11%	2.0k	143.71	View chart
Black Stone Minerals Com Unit (BSM)	0.0	$289k		20k	14.68	View chart
Franco-Nevada Corporation (FNV)	0.0	$287k		1.2k	243.98	View chart
Fidelity National Information Services (FIS)	0.0	$287k		8.6k	33.42	View chart
Huntington Ingalls Inds (HII)	0.0	$286k	-4%	1.1k	263.74	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$281k	-38%	2.8k	99.99	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$280k	-2%	9.3k	29.97	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.0	$277k	+4%	7.7k	36.11	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$273k		9.9k	27.60	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$271k	+3%	1.8k	152.84	View chart
Coreweave Com Cl A (CRWV)	0.0	$269k	-13%	2.9k	91.72	View chart
Innovator Etfs Trust Intl Developed (IAUG)	0.0	$268k	NEW	8.8k	30.28	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$268k		5.5k	48.48	View chart
Sandisk Corp (SNDK)	0.0	$267k	+80%	161.00	1660.46	View chart
Innovator Etfs Trust Us Eqty Bufr Mar (BMAR)	0.0	$266k		4.5k	59.77	View chart
AFLAC Incorporated (AFL)	0.0	$265k		2.3k	113.62	View chart
Martin Marietta Materials (MLM)	0.0	$264k		540.00	489.20	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$264k		842.00	312.90	View chart
Sempra Energy (SRE)	0.0	$262k		3.3k	79.97	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$261k		8.5k	30.70	View chart
First Tr Exchng Traded Fd Vi Vest Nasdaq 100 (QMMY)	0.0	$260k		9.5k	27.40	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.0	$258k	NEW	3.0k	85.44	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.0	$257k	-39%	3.0k	85.03	View chart
Innovator Etfs Trust Equity Def Pro 2 (AOCT)	0.0	$254k		9.1k	28.00	View chart
Eaton Corp SHS (ETN)	0.0	$252k		565.00	445.09	View chart
Domino's Pizza (DPZ)	0.0	$251k		830.00	302.93	View chart
Aim Etf Products Trust Allianzim Us Equ (SEPU)	0.0	$248k		7.7k	32.14	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.0	$247k		6.6k	37.25	View chart
CVS Caremark Corporation (CVS)	0.0	$246k		2.9k	86.42	View chart
Nuveen Nasdaq 100 Dynamic Ov Com Shs (QQQX)	0.0	$246k	+2%	7.9k	30.96	View chart
Bitwise Ethereum Etf SHS (ETHW)	0.0	$245k	NEW	13k	19.25	View chart
Flex Lng SHS (FLNG)	0.0	$243k		7.8k	31.13	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.0	$242k		6.6k	36.93	View chart
Dbx Etf Tr Xtrack Msci Eurp (DBEU)	0.0	$242k	-2%	4.6k	53.04	View chart
CSX Corporation (CSX)	0.0	$241k		5.1k	47.50	View chart
Union Pacific Corporation (UNP)	0.0	$240k		866.00	276.55	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$239k	-13%	2.6k	90.93	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$239k		1.4k	167.09	View chart
Corning Incorporated (GLW)	0.0	$239k		1.4k	169.01	View chart
Novartis Sponsored Adr (NVS)	0.0	$239k	-12%	1.7k	140.79	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.0	$237k		11k	22.33	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$237k	-54%	2.7k	89.13	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$234k	+3%	2.1k	113.34	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.0	$233k		5.2k	44.46	View chart
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)	0.0	$230k	NEW	4.6k	49.76	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$227k		9.4k	24.18	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$226k		2.4k	94.32	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$225k		977.00	229.90	View chart
Enterprise Products Partners (EPD)	0.0	$220k		5.9k	37.26	View chart
Abbott Laboratories (ABT)	0.0	$219k	NEW	2.2k	98.14	View chart
Lattice Semiconductor (LSCC)	0.0	$218k		1.6k	134.47	View chart
Ishares Tr Esg Awr Msci Usa (EVUS)	0.0	$218k	+2%	5.9k	36.80	View chart
Edison International (EIX)	0.0	$217k		4.0k	54.25	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$215k	-10%	117.00	1834.10	View chart
Vanguard World Health Car Etf (VHT)	0.0	$214k		684.00	312.76	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$213k		8.9k	24.07	View chart
Innovator Etfs Trust Us Small Cap Pwr (KNOV)	0.0	$213k		6.7k	31.78	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$212k	+4%	1.0k	210.53	View chart
Boeing Company (BA)	0.0	$212k	-10%	1.1k	189.82	View chart
Eversource Energy (ES)	0.0	$210k		3.2k	65.27	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.0	$209k		4.5k	46.36	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$209k	NEW	4.9k	42.57	View chart
General Dynamics Corporation (GD)	0.0	$205k	-16%	620.00	331.31	View chart
Airbnb Com Cl A (ABNB)	0.0	$205k	NEW	1.3k	160.39	View chart
Rb Global (RBA)	0.0	$205k		2.5k	81.05	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$200k	NEW	1.4k	147.88	View chart
Cleveland-cliffs (CLF)	0.0	$190k		16k	12.25	View chart
First Majestic Silver Corp (AG)	0.0	$187k	-3%	11k	17.54	View chart
BioCryst Pharmaceuticals (BCRX)	0.0	$159k		20k	7.95	View chart
Fortuna Mng Corp Com New (FSM)	0.0	$155k		14k	11.18	View chart
Silvercorp Metals (SVM)	0.0	$140k		13k	10.51	View chart
Immunitybio (IBRX)	0.0	$107k		11k	9.69	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.0	$104k	NEW	10k	10.06	View chart
Keel Infrastructure Corp Com Shs (KEEL)	0.0	$83k		24k	3.47	View chart
Novagold Resources Com New (NG)	0.0	$68k		10k	6.62	View chart
Trilogy Metals (TMQ)	0.0	$63k		21k	2.97	View chart
Niocorp Devs Com New (NB)	0.0	$55k		16k	3.52	View chart
American Res Corp Cl A (AREC)	0.0	$38k	+63%	22k	1.70	View chart
I-80 Gold Corp (IAUX)	0.0	$28k		17k	1.61	View chart
Plug Pwr Com New (PLUG)	0.0	$20k		11k	1.86	View chart
Ur-energy (URG)	0.0	$12k		10k	1.12	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 Q3 filed Oct. 21, 2026
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

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