Skip to main content
Livermore
Livermore
ZHEN

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.

Institution overview
Positions
284
+4 vs. Q4 2024
Portfolio value
$493.0M
−$4.96M (−1.0%) vs. Q4 2024
Filed
Apr 10, 2025
SEC
Holdings of Cypress Wealth Services, LLC in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
ARECAmerican Resources CorpCL A13,467$6.29K<0.1%+13,467NewHistory
PLUGPlug Power IncStock10,648$14.4K<0.1%−137−1.3%ReducedHistory
NBNiocorp Developments LtdCOM NEW15,090$29.7K<0.1%+1,000+7.1%AddedHistory
TMQTrilogy Metals Inc.COM19,600$30.4K<0.1%00.0%UnchangedHistory
NGNovagold Resources IncCOM NEW20,209$59.0K<0.1%+300+1.5%AddedHistory
Bitfarms Ltd Com09173B107Stock75,150$59.2K<0.1%00.0%Unchanged–
THMInternational Tower Hill Mines LtdCOM129,687$82.0K<0.1%00.0%UnchangedHistory
SVMSilvercorp Metals IncCOM34,122$132.1K<0.1%00.0%UnchangedHistory
BCRXBiocryst Pharmaceuticals IncCOM20,000$150.0K<0.1%00.0%UnchangedHistory
AGFirst Majestic Silver CorpCOM23,993$160.5K<0.1%−500−2.0%ReducedHistory
EPDEnterprise Products Partners L.P.Stock5,892$201.2K<0.1%+5,892NewHistory
QCOMQualcomm IncStock1,325$203.6K<0.1%+1,325NewHistory
Invesco Nasdaq 100 ETF46138G649ETF1,072$206.8K<0.1%+1,072New–
Innovator ETFs Trust45782C755US EQTY BUFR JUN5,125$207.6K<0.1%00.0%Unchanged–
First Tr Exch Traded FD III33739P863CALIF MUN INCM4,283$207.9K<0.1%+33+0.8%Added–
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF3,320$209.2K<0.1%00.0%Unchanged–
PEGPublic Service Enterprise Group IncCOM2,569$211.4K<0.1%−19−0.7%ReducedHistory
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF2,366$212.1K<0.1%00.0%Unchanged–
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF8,867$214.4K<0.1%00.0%Unchanged–
FSMFortuna Mining Corp.Stock35,244$215.0K<0.1%00.0%UnchangedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF2,730$215.2K<0.1%00.0%Unchanged–
ADBEAdobe Inc.Stock567$217.5K<0.1%+7+1.3%AddedHistory
ULUnilever PLCSPON ADR NEW3,656$217.7K<0.1%−29−0.8%ReducedHistory
First Tr Exchng Traded FD VI33740F763FT VEST US EQT4,500$219.6K<0.1%00.0%Unchanged–
SRESempraStock3,086$220.2K<0.1%−100−3.1%ReducedHistory
FISFidelity National Information Services, Inc.Stock2,953$220.5K<0.1%−10.0%ReducedHistory
NVSNovartis AGADR1,984$221.2K<0.1%+1,984NewHistory
IQVIQVIA Holdings Inc.Stock1,256$221.4K<0.1%+13+1.0%AddedHistory
Vanguard Health Care ETF92204A504ETF838$221.8K<0.1%−59−6.6%Reduced–
Innovator ETFs Trust45784N601EQUITY DEF PRO 29,056$224.8K<0.1%00.0%Unchanged–
iShares Core S&P Mid-Cap ETF464287507ETF3,865$225.5K<0.1%00.0%Unchanged–
FCXFreeport-McMoran IncStock5,957$225.5K<0.1%+216+3.8%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock641$226.0K<0.1%+50+8.5%AddedHistory
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF9,399$227.6K<0.1%−1,229−11.6%Reduced–
iShares Tr46429B655FLTG RATE NT ETF4,475$228.4K<0.1%−495−10.0%Reduced–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF3,303$231.9K<0.1%+11+0.3%Added–
Innovator ETFs Trust45782C474US SML CP PWR B6,511$232.7K<0.1%00.0%Unchanged–
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF3,048$234.8K<0.1%−65−2.1%Reduced–
EBAYeBay IncCOM3,501$237.1K<0.1%+13+0.4%AddedHistory
BEBloom Energy CorpCOM CL A12,385$243.5K<0.1%00.0%UnchangedHistory
Ea Series Trust02072L680STRIVE 500 ETF6,763$243.9K<0.1%+19+0.3%Added–
SGSweetgreen, Inc.COM CL A9,793$245.0K<0.1%+1,370+16.3%AddedHistory
EIXEdison InternationalStock4,190$246.8K0.1%−187−4.3%ReducedHistory
RBARB Global Inc.COM2,483$249.0K0.1%−5−0.2%ReducedHistory
Vanguard Total International Bond ETF92203J407ETF5,117$249.8K0.1%−50−1.0%Reduced–
SPDR Series Trust78464A763ST STR SP DIV1,852$251.3K0.1%+2+0.1%Added–
Innovator ETFs Trust45782C680US EQTY PWR BF6,663$251.7K0.1%00.0%Unchanged–
PLTRPalantir Technologies Inc.Stock3,030$255.7K0.1%+3,030NewHistory
BSXBoston Scientific CorpStock2,540$256.2K0.1%+50+2.0%AddedHistory
iShares Russell 2000 ETF464287655ETF1,293$257.9K0.1%−3−0.2%Reduced–
MDYSPDR S&P Midcap 400 ETF TrustETF485$258.7K0.1%00.0%UnchangedHistory
HIIHuntington Ingalls Industries, Inc.COM1,286$262.4K0.1%+155+13.7%AddedHistory
SPDR Index Shs FDS78463X202ST STR EU 50 ETF4,887$265.9K0.1%−362−6.9%Reduced–
CMGChipotle Mexican Grill IncCOM5,365$269.4K0.1%+5,365NewHistory
MCKMcKesson CorpStock402$270.2K0.1%+6+1.5%AddedHistory
BXBlackstone Inc.COM1,980$276.7K0.1%+48+2.5%AddedHistory
Innovator ETFs Trust45782C599US SML CP PWR B9,480$277.5K0.1%00.0%Unchanged–
ADPAutomatic Data Processing IncStock911$278.4K0.1%+30+3.4%AddedHistory
KMXCarMax IncCOM3,634$283.2K0.1%+20+0.6%AddedHistory
iShares Tr46432F370MSCI USA SZE FT1,956$284.4K0.1%+7+0.4%Added–
iShares Tr464287796U.S. ENERGY ETF5,787$285.3K0.1%−3,646−38.7%Reduced–
COPConocoPhillipsStock2,779$291.9K0.1%+686+32.8%AddedHistory
Innovator ETFs Trust45782C276GRWT100 PWR BUF4,865$292.0K0.1%−145−2.9%Reduced–
RTXRTX CorpStock2,207$292.3K0.1%+32+1.5%AddedHistory
iShares Tr464287234MSCI EMG MKT ETF6,717$293.5K0.1%+6,717New–
iShares Tr46435G102CONV BD ETF3,524$294.6K0.1%+357+11.3%Added–
MRKMerck & Co., Inc.Stock3,359$301.5K0.1%−280−7.7%ReducedHistory
AEMAgnico Eagle Mines LtdStock2,787$302.1K0.1%00.0%UnchangedHistory
Aim ETF Products Trust00888H521ALLIANZIM US EQU12,628$303.4K0.1%00.0%Unchanged–
CHKPCheck Point Software Technologies LtdORD1,336$304.5K0.1%−1−0.1%ReducedHistory
First Tr Exchng Traded FD VI33740U869FT VEST INT JUNE13,555$307.4K0.1%−244−1.8%Reduced–
Innovator ETFs Trust45782C417US EQTY PWR BUF8,704$311.8K0.1%+8,704New–
GDGeneral Dynamics CorpStock1,155$314.8K0.1%+197+20.6%AddedHistory
iShares Tr46435G250HIGH YLD SYSTM B6,687$314.9K0.1%+700+11.7%Added–
PEPPepsiCo IncStock2,119$317.7K0.1%−101−4.5%ReducedHistory
iShares Tr46434V639CUR HD EURZN ETF8,169$318.3K0.1%+8,169New–
Innovator ETFs Trust45784N874GROWTH 100 PWR B12,819$320.7K0.1%00.0%Unchanged–
iShares Semiconductor ETF464287523ETF1,708$321.4K0.1%+78+4.8%Added–
First Tr Exchange-Traded Alp33735K108COM SHS2,448$321.7K0.1%00.0%Unchanged–
Alps ETF Tr00162Q452ALERIAN MLP6,198$321.9K0.1%+87+1.4%Added–
WECWec Energy Group, Inc.Stock2,970$323.7K0.1%−143−4.6%ReducedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR1,963$325.9K0.1%−3−0.2%ReducedHistory
BSMBlack Stone Minerals, L.P.COM UNIT21,437$327.3K0.1%00.0%UnchangedHistory
Innovator ETFs Trust45783Y335EQUITY DEFINED12,519$327.6K0.1%00.0%Unchanged–
TMOThermo Fisher Scientific Inc.Stock661$329.0K0.1%−95−12.6%ReducedHistory
FISVFiserv IncStock1,498$330.8K0.1%+180+13.7%AddedHistory
iShares Ibonds Dec 2028 Term Corporate ETF46435U515ETF13,171$332.7K0.1%00.0%Unchanged–
Innovator ETFs Trust45782C540US EQTY PWR BUF8,859$333.1K0.1%00.0%Unchanged–
GPCGenuine Parts CoStock2,814$335.3K0.1%+308+12.3%AddedHistory
BALLBALL CorpCOM6,487$337.8K0.1%−15−0.2%ReducedHistory
TFCTruist Financial CorpCOM8,341$343.2K0.1%+19+0.2%AddedHistory
NKXNuveen California Amt-Free Quality Municipal Income FundCOM27,310$343.8K0.1%+321+1.2%AddedHistory
J P Morgan Exchange Traded F46641Q779US MOMENTUM6,106$344.1K0.1%+6,106New–
MCDMcDonalds CorpStock1,108$346.1K0.1%+20+1.8%AddedHistory
LYGLloyds Banking Group plcSPONSORED ADR90,605$346.1K0.1%−799−0.9%ReducedHistory
Dimensional ETF Trust25434V203INTL CORE EQT MK11,423$356.7K0.1%−175−1.5%Reduced–
iShares Core S&P Small Cap ETF464287804ETF3,434$359.0K0.1%−1,764−33.9%Reduced–
ACNAccenture plcStock1,158$361.4K0.1%−4−0.3%ReducedHistory
IBMInternational Business Machines CorpStock1,487$369.7K0.1%+29+2.0%AddedHistory
OMCOmnicom Group Inc.COM4,521$374.8K0.1%−33−0.7%ReducedHistory

Sold out since Q4 2024 (12)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Cypress Wealth Services, LLC sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
Aim ETF Products Trust00888H562ALLIANZIM US EQU17,073$447.1K0.1%–
Aim ETF Products Trust00888H554ALLIANZIM US EQU17,181$442.8K0.1%–
First Tr Exchng Traded FD VI33740F268VEST NASDAQ 10017,273$373.4K0.1%–
MRVLMarvell Technology, Inc.COM2,266$250.3K0.1%History
iShares Tr464287341GLOBAL ENERG ETF6,528$249.2K0.1%–
CRMSalesforce, Inc.Stock741$247.8K<0.1%History
iShares Inc46434G863ESG AWR MSCI EM6,844$228.5K<0.1%–
Schwab U.S. Broad Market ETF808524102ETF9,595$217.8K<0.1%–
First Tr Exchange-Traded FD33734X176TECH ALPHADEX1,456$216.3K<0.1%–
MLMMartin Marietta Materials IncCOM414$213.8K<0.1%History
Dimensional U.S. Targeted Value ETF25434V609ETF3,685$205.1K<0.1%–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF8,183$205.0K<0.1%–