Cypress Wealth Services, LLC
- SEC CIK
- 0001721527
- Latest filing
- Jul 10, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 28, 2021. Long positions only.
- Positions
- 295
- No 13F data for Q4 2020
- Portfolio value
- $478.2M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 97,551 | $38.8M | 8.1% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 267,282 | $24.3M | 5.1% | – | – | – |
| AAPLApple Inc. | Stock | 190,844 | $23.3M | 4.9% | – | – | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 418,194 | $11.0M | 2.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 28,151 | $10.3M | 2.1% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 77,426 | $10.1M | 2.1% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 91,270 | $9.17M | 1.9% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 193,246 | $8.37M | 1.8% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 20,910 | $8.29M | 1.7% | – | – | History |
| Vanguard World FD921910816 | MEGA GRWTH IND | 39,782 | $8.24M | 1.7% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 62,364 | $8.20M | 1.7% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 35,825 | $7.93M | 1.7% | – | – | – |
| iShares Tr46432F388 | MSCI USA VALUE | 73,714 | $7.55M | 1.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 28,628 | $6.75M | 1.4% | – | – | History |
| iShares Tr464288687 | PFD AND INCM SEC | 174,949 | $6.72M | 1.4% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 118,541 | $6.48M | 1.4% | – | – | – |
| MTCHMatch Group, Inc. | COM | 47,149 | $6.48M | 1.4% | – | – | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 68,245 | $6.35M | 1.3% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 19,834 | $6.33M | 1.3% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 53,726 | $6.24M | 1.3% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 57,978 | $5.86M | 1.2% | – | – | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 18,382 | $5.66M | 1.2% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 102,366 | $5.40M | 1.1% | – | – | – |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 152,715 | $5.34M | 1.1% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 24,499 | $5.25M | 1.1% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 30,114 | $5.12M | 1.1% | – | – | History |
| iShares Tr464288513 | IBOXX HI YD ETF | 58,217 | $5.08M | 1.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 46,507 | $5.05M | 1.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 102,082 | $5.01M | 1.0% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 65,756 | $4.55M | 1.0% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,464 | $4.53M | 0.9% | – | – | History |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 39,630 | $3.97M | 0.8% | – | – | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 11,813 | $3.90M | 0.8% | – | – | – |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 44,830 | $3.59M | 0.8% | – | – | – |
| TSLATesla, Inc. | Stock | 5,088 | $3.40M | 0.7% | – | – | History |
| iShares Tr464288877 | EAFE VALUE ETF | 63,972 | $3.26M | 0.7% | – | – | – |
| DISWalt Disney Co | Stock | 17,496 | $3.23M | 0.7% | – | – | History |
| Schwab US Aggregate Bond ETF808524839 | ETF | 58,173 | $3.14M | 0.7% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 11,872 | $3.03M | 0.6% | – | – | History |
| Vanguard Consumer Staples ETF92204A207 | ETF | 16,381 | $2.92M | 0.6% | – | – | – |
| iShares Tr464288588 | MBS ETF | 25,779 | $2.79M | 0.6% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 74,159 | $2.79M | 0.6% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 14,253 | $2.64M | 0.6% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 7,271 | $2.56M | 0.5% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 1,199 | $2.47M | 0.5% | – | – | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 14,770 | $2.38M | 0.5% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 35,535 | $2.29M | 0.5% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 43,184 | $2.25M | 0.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 8,384 | $2.15M | 0.5% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 41,283 | $2.13M | 0.4% | – | – | – |
| HDHome Depot, Inc. | Stock | 6,907 | $2.11M | 0.4% | – | – | History |
| iShares Tr464287150 | CORE S&P TTL STK | 22,127 | $2.03M | 0.4% | – | – | – |
| JNJJohnson & Johnson | Stock | 12,107 | $1.99M | 0.4% | – | – | History |
| WFCWells Fargo & Company | Stock | 50,018 | $1.95M | 0.4% | – | – | History |
| First Tr Exchange-Traded Alp33735K108 | COM SHS | 19,987 | $1.95M | 0.4% | – | – | – |
| TTTrane Technologies plc | SHS | 11,500 | $1.90M | 0.4% | – | – | History |
| iShares Select Dividend ETF464287168 | ETF | 16,432 | $1.88M | 0.4% | – | – | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 39,996 | $1.83M | 0.4% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 8,176 | $1.81M | 0.4% | – | – | – |
| First Tr Exchng Traded FD VI33740U307 | FT VEST US EQT | 53,461 | $1.78M | 0.4% | – | – | – |
| GOOGAlphabet Inc. | Stock | 846 | $1.75M | 0.4% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 23,236 | $1.67M | 0.4% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 22,542 | $1.64M | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 5,480 | $1.61M | 0.3% | – | – | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 16,744 | $1.61M | 0.3% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 10,529 | $1.60M | 0.3% | – | – | History |
| SHOPShopify Inc. | Stock | 1,408 | $1.56M | 0.3% | – | – | History |
| KORCorvus Gold ULC | COM | 855,119 | $1.53M | 0.3% | – | – | History |
| VZVerizon Communications Inc | Stock | 26,281 | $1.53M | 0.3% | – | – | History |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 29,830 | $1.50M | 0.3% | – | – | – |
| First Tr Exchange-Traded Alp33735J101 | COM SHS | 23,033 | $1.47M | 0.3% | – | – | – |
| SBUXStarbucks Corp | Stock | 13,393 | $1.46M | 0.3% | – | – | History |
| AMGNAmgen Inc | Stock | 5,873 | $1.46M | 0.3% | – | – | History |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 15,228 | $1.43M | 0.3% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 11,565 | $1.41M | 0.3% | – | – | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 19,538 | $1.38M | 0.3% | – | – | – |
| LOWLowes Companies Inc | Stock | 6,662 | $1.27M | 0.3% | – | – | History |
| PFEPfizer Inc | Stock | 34,352 | $1.25M | 0.3% | – | – | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 15,071 | $1.24M | 0.3% | – | – | – |
| VVisa Inc. | Stock | 5,752 | $1.22M | 0.3% | – | – | History |
| MCDMcDonalds Corp | Stock | 5,436 | $1.22M | 0.3% | – | – | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 12,140 | $1.21M | 0.3% | – | – | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 7,252 | $1.19M | 0.2% | – | – | – |
| First Tr Exchng Traded FD VI33740F763 | FT VEST US EQT | 34,212 | $1.18M | 0.2% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,969 | $1.17M | 0.2% | – | – | – |
| iShares Tr46435G474 | FALN ANGLS USD | 38,304 | $1.12M | 0.2% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 19,797 | $1.08M | 0.2% | – | – | – |
| TAT&T Inc. | Stock | 35,204 | $1.07M | 0.2% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 6,988 | $1.06M | 0.2% | – | – | – |
| ABTAbbott Laboratories | Stock | 8,751 | $1.05M | 0.2% | – | – | History |
| MOAltria Group, Inc. | Stock | 19,938 | $1.02M | 0.2% | – | – | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 3,085 | $1.02M | 0.2% | – | – | History |
| TGTTarget Corp | Stock | 5,060 | $1.00M | 0.2% | – | – | History |
| First Tr Exchng Traded FD VI33740F771 | FT VEST US | 27,600 | $916.0K | 0.2% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 14,153 | $894.0K | 0.2% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 9,976 | $885.0K | 0.2% | – | – | History |
| First Tr Exchange-Traded Alp33734Y109 | COM SHS | 9,772 | $885.0K | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 15,531 | $867.0K | 0.2% | – | – | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 11,489 | $855.0K | 0.2% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,559 | $828.0K | 0.2% | – | – | – |