Cypress Wealth Services, LLC
- SEC CIK
- 0001721527
- Latest filing
- Jul 10, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 10, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 284
- +4 vs. Q4 2024
- Portfolio value
- $493.0M
- −$4.96M (−1.0%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 54,738 | $30.8M | 6.2% | −5,239−8.7% | Reduced | – |
| AAPLApple Inc. | Stock | 132,950 | $29.5M | 6.0% | −1,030−0.8% | Reduced | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 125,986 | $21.5M | 4.4% | +18,639+17.4% | Added | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 303,756 | $20.0M | 4.1% | +1,563+0.5% | Added | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 347,545 | $16.9M | 3.4% | +27,497+8.6% | Added | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 182,008 | $16.9M | 3.4% | +10,084+5.9% | Added | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 546,533 | $12.7M | 2.6% | +3,330+0.6% | Added | – |
| iShares Tr464288877 | EAFE VALUE ETF | 201,254 | $11.9M | 2.4% | −15,490−7.1% | Reduced | – |
| iShares S&P 500 Value ETF464287408 | ETF | 61,644 | $11.7M | 2.4% | +19,499+46.3% | Added | – |
| iShares S&P 100 ETF464287101 | ETF | 35,008 | $9.48M | 1.9% | +13,449+62.4% | Added | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 87,401 | $8.74M | 1.8% | −48,131−35.5% | Reduced | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 26,905 | $8.31M | 1.7% | −652−2.4% | Reduced | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 171,804 | $7.92M | 1.6% | −12,978−7.0% | Reduced | – |
| iShares Tr464287721 | U.S. TECH ETF | 52,507 | $7.37M | 1.5% | +223+0.4% | Added | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 60,165 | $7.33M | 1.5% | −3,349−5.3% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,310 | $6.89M | 1.4% | −13−0.1% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 12,812 | $6.58M | 1.3% | −29−0.2% | Reduced | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 23,251 | $6.01M | 1.2% | −223−0.9% | Reduced | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 43,847 | $5.65M | 1.1% | −119−0.3% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 10,212 | $5.44M | 1.1% | −78−0.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 14,444 | $5.42M | 1.1% | +133+0.9% | Added | History |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 176,193 | $5.20M | 1.1% | +2,225+1.3% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 21,744 | $4.82M | 1.0% | +25+0.1% | Added | – |
| iShares Tr464288687 | PFD AND INCM SEC | 150,027 | $4.61M | 0.9% | −475−0.3% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 88,408 | $4.49M | 0.9% | −1,317−1.5% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 23,414 | $4.45M | 0.9% | +468+2.0% | Added | History |
| iShares Tr464288588 | MBS ETF | 43,521 | $4.08M | 0.8% | −7,579−14.8% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 26,006 | $4.02M | 0.8% | −277−1.1% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 4,055 | $3.84M | 0.8% | +162+4.2% | Added | History |
| NVDANVIDIA Corp | Stock | 35,235 | $3.82M | 0.8% | +2,630+8.1% | Added | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 44,934 | $3.67M | 0.7% | −163−0.4% | Reduced | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 43,920 | $3.46M | 0.7% | +380+0.9% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 113,783 | $3.18M | 0.6% | −1,401−1.2% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 57,205 | $3.09M | 0.6% | +22,792+66.2% | Added | – |
| TSLATesla, Inc. | Stock | 11,714 | $3.04M | 0.6% | +422+3.7% | Added | History |
| iShares Tr46435G409 | MSCI INTL VLU FT | 98,076 | $2.97M | 0.6% | −14,092−12.6% | Reduced | – |
| iShares Select Dividend ETF464287168 | ETF | 21,299 | $2.86M | 0.6% | −948−4.3% | Reduced | – |
| UPSUnited Parcel Service Inc | Stock | 25,453 | $2.80M | 0.6% | +1,108+4.6% | Added | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 50,425 | $2.78M | 0.6% | −4,144−7.6% | Reduced | – |
| iShares Flexible Income Active ETF092528603 | ETF | 52,647 | $2.76M | 0.6% | +433+0.8% | Added | – |
| IAUiShares Gold Trust | ETF | 46,048 | $2.71M | 0.6% | +19,538+73.7% | Added | History |
| Vanguard Consumer Staples ETF92204A207 | ETF | 12,293 | $2.69M | 0.5% | −314−2.5% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 4,582 | $2.64M | 0.5% | −18−0.4% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 10,512 | $2.58M | 0.5% | −16−0.2% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 15,985 | $2.50M | 0.5% | −479−2.9% | Reduced | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,300 | $2.49M | 0.5% | −128−2.4% | Reduced | – |
| Aim ETF Products Trust00888H539 | ALLIANZIM US EQU | 99,652 | $2.47M | 0.5% | 00.0% | Unchanged | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 67,540 | $2.45M | 0.5% | +53,186+370.5% | Added | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 54,759 | $2.26M | 0.5% | −4,516−7.6% | Reduced | – |
| MARMarriott International Inc | Stock | 9,440 | $2.25M | 0.5% | +423+4.7% | Added | History |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 23,693 | $2.19M | 0.4% | +1,879+8.6% | Added | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 19,886 | $2.06M | 0.4% | +11,462+136.1% | Added | – |
| iShares Tr464287622 | RUS 1000 ETF | 6,478 | $1.99M | 0.4% | +1,518+30.6% | Added | – |
| iShares Tr464287861 | EUROPE ETF | 33,169 | $1.93M | 0.4% | −1,622−4.7% | Reduced | – |
| XOMExxonMobil Holdings Corp | COM | 16,035 | $1.91M | 0.4% | +290+1.8% | Added | History |
| LLYEli Lilly & Co | Stock | 2,280 | $1.88M | 0.4% | +132+6.1% | Added | History |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 31,061 | $1.86M | 0.4% | −4,311−12.2% | Reduced | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 46,429 | $1.85M | 0.4% | +5,418+13.2% | Added | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 8,959 | $1.81M | 0.4% | +3,813+74.1% | Added | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 6,809 | $1.75M | 0.4% | +885+14.9% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 8,702 | $1.69M | 0.3% | −253−2.8% | Reduced | – |
| CVXChevron Corp | Stock | 9,666 | $1.62M | 0.3% | +37+0.4% | Added | History |
| Innovator ETFs Trust45784N809 | EQUI DEFI 1 NOVE | 63,901 | $1.60M | 0.3% | 00.0% | Unchanged | – |
| SHOPShopify Inc. | Stock | 16,662 | $1.59M | 0.3% | +147+0.9% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 14,924 | $1.57M | 0.3% | −6,280−29.6% | Reduced | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 16,624 | $1.56M | 0.3% | −1,683−9.2% | Reduced | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 31,099 | $1.54M | 0.3% | −585−1.8% | Reduced | – |
| AXPAmerican Express Co | Stock | 5,499 | $1.48M | 0.3% | +167+3.1% | Added | History |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 31,032 | $1.45M | 0.3% | +31,032 | New | – |
| Innovator ETFs Trust45783Y251 | EQUITY DEFINED P | 53,527 | $1.43M | 0.3% | −19,060−26.3% | Reduced | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 50,769 | $1.42M | 0.3% | −465−0.9% | Reduced | – |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 46,291 | $1.35M | 0.3% | 00.0% | Unchanged | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 13,590 | $1.30M | 0.3% | −1,848−12.0% | Reduced | – |
| WFCWells Fargo & Company | Stock | 17,577 | $1.26M | 0.3% | +1,573+9.8% | Added | History |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 49,367 | $1.25M | 0.3% | 00.0% | Unchanged | – |
| WMTWalmart Inc. | Stock | 14,148 | $1.24M | 0.3% | +31+0.2% | Added | History |
| VVisa Inc. | Stock | 3,425 | $1.20M | 0.2% | +114+3.4% | Added | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 13,158 | $1.19M | 0.2% | +1,578+13.6% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 26,261 | $1.19M | 0.2% | −320−1.2% | Reduced | – |
| PMPhilip Morris International Inc. | Stock | 7,486 | $1.19M | 0.2% | +95+1.3% | Added | History |
| Aim ETF Products Trust00888H794 | ALLIANZIM US EQT | 37,800 | $1.13M | 0.2% | +29,657+364.2% | Added | – |
| WABCWestamerica Bancorporation | COM | 21,775 | $1.10M | 0.2% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 6,572 | $1.09M | 0.2% | +113+1.7% | Added | History |
| iShares Tr464287150 | CORE S&P TTL STK | 8,751 | $1.07M | 0.2% | +2,222+34.0% | Added | – |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 17,857 | $1.04M | 0.2% | +105+0.6% | Added | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 42,832 | $1.03M | 0.2% | −70−0.2% | Reduced | History |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 18,646 | $1.02M | 0.2% | −37−0.2% | Reduced | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 85,700 | $994.1K | 0.2% | +11,570+15.6% | Added | History |
| Innovator ETFs Trust45784N700 | EQUITY DEFIN 1YR | 38,881 | $977.9K | 0.2% | 00.0% | Unchanged | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 47,192 | $975.9K | 0.2% | +85+0.2% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 49,663 | $967.4K | 0.2% | +37+0.1% | Added | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 48,089 | $942.1K | 0.2% | +225+0.5% | Added | – |
| AVGOBroadcom Inc. | Stock | 5,567 | $932.1K | 0.2% | +188+3.5% | Added | History |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 45,237 | $920.6K | 0.2% | +13,960+44.6% | Added | – |
| AMGNAmgen Inc | Stock | 2,951 | $919.5K | 0.2% | +29+1.0% | Added | History |
| SLViShares Silver Trust | ETF | 29,172 | $904.0K | 0.2% | 00.0% | Unchanged | History |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 5,166 | $899.1K | 0.2% | 00.0% | Unchanged | – |
| VZVerizon Communications Inc | Stock | 19,691 | $893.2K | 0.2% | −310−1.5% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 937 | $886.7K | 0.2% | −67−6.7% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J577 | BULETSHS 2029 | 47,548 | $881.1K | 0.2% | +47,548 | New | – |
Sold out since Q4 2024 (12)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| Aim ETF Products Trust00888H562 | ALLIANZIM US EQU | 17,073 | $447.1K | 0.1% | – |
| Aim ETF Products Trust00888H554 | ALLIANZIM US EQU | 17,181 | $442.8K | 0.1% | – |
| First Tr Exchng Traded FD VI33740F268 | VEST NASDAQ 100 | 17,273 | $373.4K | 0.1% | – |
| MRVLMarvell Technology, Inc. | COM | 2,266 | $250.3K | 0.1% | History |
| iShares Tr464287341 | GLOBAL ENERG ETF | 6,528 | $249.2K | 0.1% | – |
| CRMSalesforce, Inc. | Stock | 741 | $247.8K | <0.1% | History |
| iShares Inc46434G863 | ESG AWR MSCI EM | 6,844 | $228.5K | <0.1% | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 9,595 | $217.8K | <0.1% | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 1,456 | $216.3K | <0.1% | – |
| MLMMartin Marietta Materials Inc | COM | 414 | $213.8K | <0.1% | History |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 3,685 | $205.1K | <0.1% | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 8,183 | $205.0K | <0.1% | – |