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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, QUAL, SPLG, DYNF, and represent 24.09% of Cypress Wealth Services's stock portfolio.
Added to shares of these 10 stocks: IVE, OEF, QUAL, HEFA, XTEN, DYNF, IEMG, TLH, IAU, IVW.
Started 16 new stock positions in HEZU, EPD, AREC, PLTR, QCOM, XTEN, JMOM, EEM, PFEB, QQQM. ANET, NVS, CMG, TFI, BSCT, ILCV.
Reduced shares in these 10 stocks: EFG, IVV, IFRA, TLT, EFV, MBB, MUB, IUSB, ZJUL, AUGU.
Sold out of its positions in SEPU, AUGU, DFAT, FXL, QMMY, IXC, ESGE, IBDQ, MLM, MRVL. CRM, SCHB.
Cypress Wealth Services was a net buyer of stock by $8.8M.
Cypress Wealth Services has $493M in assets under management (AUM), dropping by -1.00%.
Central Index Key (CIK): 0001721527

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Portfolio Holdings for Cypress Wealth Services

Cypress Wealth Services holds 284 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	6.2	$31M	-8%	55k	561.90	View chart
Apple (AAPL)	6.0	$30M		133k	222.13	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	4.4	$22M	+17%	126k	170.89	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	4.1	$20M		304k	65.76	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	3.4	$17M	+8%	348k	48.76	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.4	$17M	+5%	182k	92.83	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	2.6	$13M		547k	23.16	View chart
Ishares Tr Eafe Value Etf (EFV)	2.4	$12M	-7%	201k	58.94	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.4	$12M	+46%	62k	190.58	View chart
Ishares Tr S&p 100 Etf (OEF)	1.9	$9.5M	+62%	35k	270.83	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.8	$8.7M	-35%	87k	100.00	View chart
Vanguard World Mega Grwth Ind (MGK)	1.7	$8.3M	-2%	27k	308.88	View chart
Ishares Tr Core Total Usd (IUSB)	1.6	$7.9M	-7%	172k	46.08	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.5	$7.4M		53k	140.44	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.5	$7.3M	-5%	60k	121.91	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.4	$6.9M		12k	559.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$6.6M		13k	513.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.2	$6.0M		23k	258.61	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.1	$5.7M		44k	128.96	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$5.4M		10k	532.58	View chart
Microsoft Corporation (MSFT)	1.1	$5.4M		14k	375.38	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	1.1	$5.2M		176k	29.54	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.0	$4.8M		22k	221.75	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.9	$4.6M		150k	30.73	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$4.5M		88k	50.83	View chart
Amazon (AMZN)	0.9	$4.5M	+2%	23k	190.26	View chart
Ishares Tr Mbs Etf (MBB)	0.8	$4.1M	-14%	44k	93.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.8	$4.0M		26k	154.64	View chart
Costco Wholesale Corporation (COST)	0.8	$3.8M	+4%	4.1k	945.89	View chart
NVIDIA Corporation (NVDA)	0.8	$3.8M	+8%	35k	108.38	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.7	$3.7M		45k	81.76	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.7	$3.5M		44k	78.89	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.6	$3.2M		114k	27.96	View chart
Ishares Core Msci Emkt (IEMG)	0.6	$3.1M	+66%	57k	53.97	View chart
Tesla Motors (TSLA)	0.6	$3.0M	+3%	12k	259.16	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.6	$3.0M	-12%	98k	30.31	View chart
Ishares Tr Select Divid Etf (DVY)	0.6	$2.9M	-4%	21k	134.29	View chart
United Parcel Service CL B (UPS)	0.6	$2.8M	+4%	26k	109.99	View chart
Ishares Msci Emrg Chn (EMXC)	0.6	$2.8M	-7%	50k	55.09	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.6	$2.8M		53k	52.38	View chart
Ishares Gold Tr Ishares New (IAU)	0.6	$2.7M	+73%	46k	58.96	View chart
Vanguard World Consum Stp Etf (VDC)	0.5	$2.7M	-2%	12k	218.82	View chart
Meta Platforms Cl A (META)	0.5	$2.6M		4.6k	576.39	View chart
JPMorgan Chase & Co. (JPM)	0.5	$2.6M		11k	245.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$2.5M	-2%	16k	156.23	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$2.5M	-2%	5.3k	468.91	View chart
Aim Etf Products Trust Allianzim Us Equ (NVBU)	0.5	$2.5M		100k	24.81	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.5	$2.5M	+370%	68k	36.29	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.5	$2.3M	-7%	55k	41.21	View chart
Marriott Intl Cl A (MAR)	0.5	$2.2M	+4%	9.4k	238.20	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.4	$2.2M	+8%	24k	92.53	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.4	$2.1M	+136%	20k	103.75	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.4	$2.0M	+30%	6.5k	306.74	View chart
Ishares Tr Europe Etf (IEV)	0.4	$1.9M	-4%	33k	58.20	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.9M		16k	118.93	View chart
Eli Lilly & Co. (LLY)	0.4	$1.9M	+6%	2.3k	825.80	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$1.9M	-12%	31k	59.75	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.4	$1.9M	+13%	46k	39.93	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.4	$1.8M	+74%	9.0k	202.13	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$1.8M	+14%	6.8k	257.04	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$1.7M	-2%	8.7k	193.99	View chart
Chevron Corporation (CVX)	0.3	$1.6M		9.7k	167.29	View chart
Innovator Etfs Trust Equity Defined P (ZNOV)	0.3	$1.6M		64k	25.05	View chart
Shopify Cl A (SHOP)	0.3	$1.6M		17k	95.48	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$1.6M	-29%	15k	105.44	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$1.6M	-9%	17k	93.66	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$1.5M		31k	49.62	View chart
American Express Company (AXP)	0.3	$1.5M	+3%	5.5k	269.03	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.3	$1.4M	NEW	31k	46.57	View chart
Innovator Etfs Trust Equity Defined P (ZJUL)	0.3	$1.4M	-26%	54k	26.77	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJUL)	0.3	$1.4M		51k	27.97	View chart
Innovator Etfs Trust Intrnl Dev July (IJUL)	0.3	$1.3M		46k	29.12	View chart
Ishares Tr Esg Msci Leadr (SUSL)	0.3	$1.3M	-11%	14k	95.81	View chart
Wells Fargo & Company (WFC)	0.3	$1.3M	+9%	18k	71.79	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.3	$1.2M		49k	25.26	View chart
Wal-Mart Stores (WMT)	0.3	$1.2M		14k	87.79	View chart
Visa Com Cl A (V)	0.2	$1.2M	+3%	3.4k	350.47	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$1.2M	+13%	13k	90.59	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.2M		26k	45.26	View chart
Philip Morris International (PM)	0.2	$1.2M		7.5k	158.73	View chart
Aim Etf Products Trust Us Lrgcp B20 Dec (DECW)	0.2	$1.1M	+364%	38k	29.95	View chart
WestAmerica Ban (WABC)	0.2	$1.1M		22k	50.63	View chart
Johnson & Johnson (JNJ)	0.2	$1.1M		6.6k	165.84	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$1.1M	+34%	8.8k	122.01	View chart
Alps Etf Tr Sectr Div Dogs (SDOG)	0.2	$1.0M		18k	58.10	View chart
Sprott Physical Gold Tr Unit (PHYS)	0.2	$1.0M		43k	24.06	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$1.0M		19k	54.76	View chart
Sprott Physical Silver Tr Tr Unit (PSLV)	0.2	$994k	+15%	86k	11.60	View chart
Innovator Etfs Trust Equity Defin 1yr (ZOCT)	0.2	$978k		39k	25.15	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.2	$976k		47k	20.68	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$967k		50k	19.48	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$942k		48k	19.59	View chart
Broadcom (AVGO)	0.2	$932k	+3%	5.6k	167.43	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.2	$921k	+44%	45k	20.35	View chart
Amgen (AMGN)	0.2	$920k		3.0k	311.59	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$904k		29k	30.99	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.2	$899k		5.2k	174.04	View chart
Verizon Communications (VZ)	0.2	$893k		20k	45.36	View chart
Blackrock (BLK)	0.2	$887k	-6%	937.00	946.31	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.2	$881k	NEW	48k	18.53	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.2	$865k		27k	31.97	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.2	$852k		28k	30.24	View chart
Ishares Tr Global Tech Etf (IXN)	0.2	$803k	-2%	11k	75.74	View chart
Goldman Sachs (GS)	0.2	$795k	+16%	1.5k	546.23	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$785k	+38%	10k	75.65	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$774k	+3%	1.8k	419.89	View chart
Cisco Systems (CSCO)	0.2	$769k		13k	61.71	View chart
Netflix (NFLX)	0.2	$767k		822.00	932.53	View chart
Innovator Etfs Trust Equity Defined P (ZAUG)	0.2	$756k		31k	24.69	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$754k	+7%	8.3k	90.67	View chart
Aim Etf Products Trust Allianzim Us Eqt (OCTU)	0.2	$750k		30k	24.65	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$739k	-5%	9.5k	77.63	View chart
UnitedHealth (UNH)	0.1	$735k	-8%	1.4k	523.87	View chart
Walt Disney Company (DIS)	0.1	$734k	+2%	7.4k	98.70	View chart
Innovator Etfs Trust Equity Defined P (ZSEP)	0.1	$727k		29k	24.93	View chart
Texas Instruments Incorporated (TXN)	0.1	$718k		4.0k	179.68	View chart
Oracle Corporation (ORCL)	0.1	$707k	-9%	5.1k	139.82	View chart
Invesco Van Kampen Cal Val Mun Inc Trust (VCV)	0.1	$700k		66k	10.61	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$698k	+21%	15k	46.81	View chart
Becton, Dickinson and (BDX)	0.1	$692k	-4%	3.0k	229.07	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$692k		8.8k	78.94	View chart
Comcast Corp Cl A (CMCSA)	0.1	$690k		19k	36.90	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$684k	-3%	15k	46.78	View chart
Vanguard World Energy Etf (VDE)	0.1	$674k	+4%	5.2k	129.70	View chart
Eaton Vance Cali Muni Bnd Fnd (EVM)	0.1	$665k		72k	9.27	View chart
Mastercard Incorporated Cl A (MA)	0.1	$663k		1.2k	548.18	View chart
Coca-Cola Company (KO)	0.1	$661k		9.2k	71.62	View chart
Charles Schwab Corporation (SCHW)	0.1	$651k		8.3k	78.28	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$649k		3.8k	172.74	View chart
Starbucks Corporation (SBUX)	0.1	$648k		6.6k	98.09	View chart
Entergy Corporation (ETR)	0.1	$638k		7.5k	85.49	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.1	$627k	-19%	14k	43.90	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$625k	-20%	5.9k	106.65	View chart
Enbridge (ENB)	0.1	$624k		14k	44.31	View chart
Medtronic SHS (MDT)	0.1	$623k		6.9k	89.86	View chart
Abbvie (ABBV)	0.1	$596k		2.8k	209.54	View chart
Duke Energy Corp Com New (DUK)	0.1	$594k	-3%	4.9k	121.98	View chart
Alamos Gold Com Cl A (AGI)	0.1	$587k		22k	26.74	View chart
Cheniere Energy Com New (LNG)	0.1	$585k		2.5k	231.41	View chart
Innovator Etfs Trust Intl Developed (IAUG)	0.1	$584k	-16%	23k	25.35	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$583k		19k	30.30	View chart
Ford Motor Company (F)	0.1	$578k	+2%	58k	10.03	View chart
Home Depot (HD)	0.1	$577k		1.6k	366.50	View chart
American Tower Reit (AMT)	0.1	$573k		2.6k	217.59	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.1	$570k		53k	10.71	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$559k	+88%	7.3k	76.57	View chart
Booking Holdings (BKNG)	0.1	$540k	-4%	117.00	4612.99	View chart
Air Products & Chemicals (APD)	0.1	$532k	-5%	1.8k	294.92	View chart
Lamar Advertising Cl A (LAMR)	0.1	$530k		4.7k	113.78	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$527k	+3%	1.9k	274.79	View chart
TJX Companies (TJX)	0.1	$520k	+3%	4.3k	121.81	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$516k		7.9k	65.17	View chart
Procter & Gamble Company (PG)	0.1	$516k	+3%	3.0k	170.44	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$514k	-76%	11k	45.07	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$508k	+7%	22k	22.98	View chart
Lowe's Companies (LOW)	0.1	$492k		2.1k	233.21	View chart
Ishares Tr Morningstar Valu (ILCV)	0.1	$490k	NEW	6.0k	81.45	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$489k	-3%	13k	38.44	View chart
Rivernorth Opportunistic Mun (RMI)	0.1	$485k		33k	14.93	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$484k		1.3k	370.88	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.1	$481k	NEW	11k	45.07	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$477k	-8%	1.3k	361.11	View chart
Cava Group Ord (CAVA)	0.1	$470k	+10%	5.4k	86.41	View chart
Pfizer (PFE)	0.1	$449k	+6%	18k	25.34	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$446k	-78%	4.9k	91.02	View chart
GSK Sponsored Adr (GSK)	0.1	$443k	-4%	11k	38.74	View chart
Waste Management (WM)	0.1	$430k	-4%	1.9k	231.54	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)	0.1	$425k	-10%	12k	37.01	View chart
Anthem (ELV)	0.1	$421k	+21%	969.00	434.84	View chart
Honeywell International (HON)	0.1	$417k		2.0k	211.71	View chart
Ares Capital Corporation (ARCC)	0.1	$413k		19k	22.16	View chart
Altria (MO)	0.1	$406k		6.8k	60.02	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$405k	-7%	4.1k	98.92	View chart
Innovator Etfs Trust Equity Defined P (AJUL)	0.1	$405k		15k	26.74	View chart
Kkr & Co (KKR)	0.1	$402k	+2%	3.5k	115.62	View chart
Abbott Laboratories (ABT)	0.1	$401k	+3%	3.0k	132.67	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$399k		3.3k	121.12	View chart
At&t (T)	0.1	$397k		14k	28.28	View chart
Bank of America Corporation (BAC)	0.1	$393k	-19%	9.4k	41.73	View chart
Viper Energy Cl A (VNOM)	0.1	$393k		8.7k	45.15	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.1	$391k		3.8k	104.14	View chart
Arista Networks Com Shs (ANET)	0.1	$390k	NEW	5.0k	77.48	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$388k	-12%	1.3k	288.14	View chart
Franco-Nevada Corporation (FNV)	0.1	$384k	-5%	2.4k	157.56	View chart
Omni (OMC)	0.1	$375k		4.5k	82.91	View chart
International Business Machines (IBM)	0.1	$370k		1.5k	248.65	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$361k		1.2k	312.11	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$359k	-33%	3.4k	104.56	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$357k		11k	31.23	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.1	$346k		91k	3.82	View chart
McDonald's Corporation (MCD)	0.1	$346k		1.1k	312.36	View chart
J P Morgan Exchange Traded F Us Momentum (JMOM)	0.1	$344k	NEW	6.1k	56.36	View chart
Nuveen Ins Ca Tx Fr Adv Mun (NKX)	0.1	$344k		27k	12.59	View chart
Truist Financial Corp equities (TFC)	0.1	$343k		8.3k	41.15	View chart
Ball Corporation (BALL)	0.1	$338k		6.5k	52.07	View chart
Genuine Parts Company (GPC)	0.1	$335k	+12%	2.8k	119.14	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.1	$333k		8.9k	37.60	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$333k		13k	25.26	View chart
Fiserv (FI)	0.1	$331k	+13%	1.5k	220.83	View chart
Thermo Fisher Scientific (TMO)	0.1	$329k	-12%	661.00	497.70	View chart
Innovator Etfs Trust Equity Defined (AAPR)	0.1	$328k		13k	26.17	View chart
Black Stone Minerals Com Unit (BSM)	0.1	$327k		21k	15.27	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$326k		2.0k	166.00	View chart
Wec Energy Group (WEC)	0.1	$324k	-4%	3.0k	109.00	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$322k		6.2k	51.94	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.1	$322k		2.4k	131.42	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$321k	+4%	1.7k	188.17	View chart
Innovator Etfs Trust Growth 100 Pwr B (NNOV)	0.1	$321k		13k	25.02	View chart
Ishares Tr Cur Hd Eurzn Etf (HEZU)	0.1	$318k	NEW	8.2k	38.97	View chart
Pepsi (PEP)	0.1	$318k	-4%	2.1k	149.91	View chart
Ishares Tr High Yld Systm B (HYDB)	0.1	$315k	+11%	6.7k	47.09	View chart
General Dynamics Corporation (GD)	0.1	$315k	+20%	1.2k	272.56	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$312k	NEW	8.7k	35.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int June (YJUN)	0.1	$307k		14k	22.68	View chart
Check Point Software Tech Lt Ord (CHKP)	0.1	$305k		1.3k	227.92	View chart
Aim Etf Products Trust Allianzim Us Equ (DECU)	0.1	$303k		13k	24.02	View chart
Agnico (AEM)	0.1	$302k		2.8k	108.41	View chart
Merck & Co (MRK)	0.1	$302k	-7%	3.4k	89.75	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$295k	+11%	3.5k	83.61	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$294k	NEW	6.7k	43.70	View chart
Raytheon Technologies Corp (RTX)	0.1	$292k		2.2k	132.43	View chart
Innovator Etfs Trust Grwt100 Pwr Buf (NJUL)	0.1	$292k	-2%	4.9k	60.03	View chart
ConocoPhillips (COP)	0.1	$292k	+32%	2.8k	105.02	View chart
Ishares Tr U.s. Energy Etf (IYE)	0.1	$285k	-38%	5.8k	49.30	View chart
Ishares Tr Msci Usa Sze Ft (SIZE)	0.1	$284k		2.0k	145.42	View chart
CarMax (KMX)	0.1	$283k		3.6k	77.92	View chart
Automatic Data Processing (ADP)	0.1	$278k	+3%	911.00	305.63	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KOCT)	0.1	$278k		9.5k	29.27	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$277k	+2%	2.0k	139.75	View chart
McKesson Corporation (MCK)	0.1	$270k		402.00	672.19	View chart
Chipotle Mexican Grill (CMG)	0.1	$269k	NEW	5.4k	50.21	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.1	$266k	-6%	4.9k	54.41	View chart
Huntington Ingalls Inds (HII)	0.1	$262k	+13%	1.3k	204.04	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$259k		485.00	533.48	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$258k		1.3k	199.47	View chart
Boston Scientific Corporation (BSX)	0.1	$256k	+2%	2.5k	100.88	View chart
Palantir Technologies Cl A (PLTR)	0.1	$256k	NEW	3.0k	84.40	View chart
Innovator Etfs Trust Us Eqty Pwr Bf (PAUG)	0.1	$252k		6.7k	37.78	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$251k		1.9k	135.69	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$250k		5.1k	48.82	View chart
Rb Global (RBA)	0.1	$249k		2.5k	100.30	View chart
Edison International (EIX)	0.1	$247k	-4%	4.2k	58.91	View chart
Sweetgreen Com Cl A (SG)	0.0	$245k	+16%	9.8k	25.02	View chart
Ea Series Trust Strive 500 Etf (STRV)	0.0	$244k		6.8k	36.06	View chart
Bloom Energy Corp Com Cl A (BE)	0.0	$244k		12k	19.66	View chart
eBay (EBAY)	0.0	$237k		3.5k	67.73	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.0	$235k	-2%	3.0k	77.05	View chart
Innovator Etfs Trust Us Sml Cp Pwr B (KJAN)	0.0	$233k		6.5k	35.74	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$232k		3.3k	70.21	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$228k	-9%	4.5k	51.05	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.0	$228k	-11%	9.4k	24.21	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$226k	+8%	641.00	352.58	View chart
Freeport-mcmoran CL B (FCX)	0.0	$226k	+3%	6.0k	37.86	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$226k		3.9k	58.35	View chart
Innovator Etfs Trust Equity Def Pro 2 (AOCT)	0.0	$225k		9.1k	24.83	View chart
Vanguard World Health Car Etf (VHT)	0.0	$222k	-6%	838.00	264.70	View chart
Iqvia Holdings (IQV)	0.0	$221k		1.3k	176.30	View chart
Novartis Sponsored Adr (NVS)	0.0	$221k	NEW	2.0k	111.48	View chart
Fidelity National Information Services (FIS)	0.0	$221k		3.0k	74.68	View chart
Sempra Energy (SRE)	0.0	$220k	-3%	3.1k	71.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.0	$220k		4.5k	48.79	View chart
Unilever Spon Adr New (UL)	0.0	$218k		3.7k	59.55	View chart
Adobe Systems Incorporated (ADBE)	0.0	$218k		567.00	383.53	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$215k		2.7k	78.84	View chart
Fortuna Mng Corp Com New (FSM)	0.0	$215k		35k	6.10	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.0	$214k		8.9k	24.18	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.0	$212k		2.4k	89.64	View chart
Public Service Enterprise (PEG)	0.0	$211k		2.6k	82.29	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.0	$209k		3.3k	63.00	View chart
First Tr Exch Traded Fd Iii Calif Mun Incm (FCAL)	0.0	$208k		4.3k	48.55	View chart
Innovator Etfs Trust Us Eqty Bufr Jun (BJUN)	0.0	$208k		5.1k	40.50	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$207k	NEW	1.1k	192.95	View chart
Qualcomm (QCOM)	0.0	$204k	NEW	1.3k	153.66	View chart
Enterprise Products Partners (EPD)	0.0	$201k	NEW	5.9k	34.14	View chart
First Majestic Silver Corp (AG)	0.0	$161k	-2%	24k	6.69	View chart
BioCryst Pharmaceuticals (BCRX)	0.0	$150k		20k	7.50	View chart
Silvercorp Metals (SVM)	0.0	$132k		34k	3.87	View chart
International Tower Hill Mines (THM)	0.0	$82k		130k	0.63	View chart
Bitfarms (BITF)	0.0	$59k		75k	0.79	View chart
Novagold Res Com New (NG)	0.0	$59k		20k	2.92	View chart
Trilogy Metals (TMQ)	0.0	$30k		20k	1.55	View chart
Niocorp Devs Com New (NB)	0.0	$30k	+7%	15k	1.97	View chart
Plug Power Com New (PLUG)	0.0	$14k		11k	1.35	View chart
American Res Corp Cl A (AREC)	0.0	$6.3k	NEW	14k	0.47	View chart

Past Filings by Cypress Wealth Services

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

Cypress Wealth Services 2025 Q1 filed April 10, 2025
Cypress Wealth Services 2024 Q4 filed Jan. 15, 2025
Cypress Wealth Services 2024 Q3 filed Oct. 9, 2024
Cypress Wealth Services 2024 Q2 filed July 12, 2024
Cypress Wealth Services 2024 Q1 filed April 16, 2024
Cypress Wealth Services 2023 Q4 filed Jan. 11, 2024
Cypress Wealth Services 2023 Q3 filed Oct. 13, 2023
Cypress Wealth Services 2023 Q2 filed July 21, 2023
Cypress Wealth Services 2023 Q1 filed April 7, 2023
Cypress Wealth Services 2022 Q4 filed Jan. 19, 2023
Cypress Wealth Services 2022 Q3 filed Oct. 14, 2022
Cypress Wealth Services 2022 Q2 filed July 27, 2022
Cypress Wealth Services 2022 Q1 filed April 22, 2022
Cypress Wealth Services 2021 Q4 filed Jan. 19, 2022
Cypress Wealth Services 2021 Q3 filed Oct. 13, 2021
Cypress Wealth Services 2021 Q2 filed July 14, 2021

View all past filings

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