Cypress Wealth Services, LLC
- SEC CIK
- 0001721527
- Latest filing
- Jul 10, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 28, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 318
- +34 vs. Q1 2025
- Portfolio value
- $558.6M
- +$65.6M (+13.3%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 134,494 | $27.6M | 4.9% | +1,544+1.2% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 43,115 | $26.8M | 4.8% | −11,623−21.2% | Reduced | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 132,456 | $24.2M | 4.3% | +6,470+5.1% | Added | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 295,064 | $21.4M | 3.8% | −8,692−2.9% | Reduced | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 362,524 | $19.7M | 3.5% | +14,979+4.3% | Added | – |
| iShares Tr464288877 | EAFE VALUE ETF | 294,430 | $18.7M | 3.3% | +93,176+46.3% | Added | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 136,599 | $15.0M | 2.7% | −45,409−24.9% | Reduced | – |
| iShares S&P 100 ETF464287101 | ETF | 41,973 | $12.8M | 2.3% | +6,965+19.9% | Added | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 518,250 | $12.0M | 2.2% | −28,283−5.2% | Reduced | – |
| iShares S&P 500 Value ETF464287408 | ETF | 58,843 | $11.5M | 2.1% | −2,801−4.5% | Reduced | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 88,784 | $9.94M | 1.8% | +1,383+1.6% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 15,596 | $9.64M | 1.7% | +3,286+26.7% | Added | History |
| Vanguard World FD921910816 | MEGA GRWTH IND | 26,245 | $9.61M | 1.7% | −660−2.5% | Reduced | – |
| iShares Tr464287721 | U.S. TECH ETF | 48,178 | $8.35M | 1.5% | −4,329−8.2% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 16,734 | $8.32M | 1.5% | +2,290+15.9% | Added | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 58,092 | $7.86M | 1.4% | −2,073−3.4% | Reduced | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 162,959 | $7.53M | 1.3% | −8,845−5.1% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 13,243 | $7.52M | 1.3% | +431+3.4% | Added | – |
| BlackRock ETF Trust09290C806 | ISHA US THEM ETF | 189,973 | $6.76M | 1.2% | +189,973 | New | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 23,397 | $6.55M | 1.2% | +146+0.6% | Added | – |
| NVDANVIDIA Corp | Stock | 41,198 | $6.51M | 1.2% | +5,963+16.9% | Added | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 46,343 | $6.18M | 1.1% | +2,496+5.7% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 132,224 | $5.65M | 1.0% | +132,224 | New | – |
| AMZNAmazon Com Inc | Stock | 25,083 | $5.50M | 1.0% | +1,669+7.1% | Added | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 96,040 | $5.48M | 1.0% | +7,632+8.6% | Added | – |
| GOOGLAlphabet Inc. | Stock | 30,926 | $5.45M | 1.0% | +4,920+18.9% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 10,829 | $5.26M | 0.9% | +617+6.0% | Added | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 22,022 | $5.22M | 0.9% | +278+1.3% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 85,443 | $5.13M | 0.9% | +28,238+49.4% | Added | – |
| COSTCostco Wholesale Corp | Stock | 4,604 | $4.56M | 0.8% | +549+13.5% | Added | History |
| iShares Tr464288687 | PFD AND INCM SEC | 146,131 | $4.48M | 0.8% | −3,896−2.6% | Reduced | – |
| iShares Tr464288588 | MBS ETF | 45,484 | $4.27M | 0.8% | +1,963+4.5% | Added | – |
| TSLATesla, Inc. | Stock | 12,601 | $4.00M | 0.7% | +887+7.6% | Added | History |
| GOOGAlphabet Inc. | Stock | 20,497 | $3.64M | 0.7% | +4,512+28.2% | Added | History |
| METAMeta Platforms, Inc. | Stock | 4,887 | $3.61M | 0.6% | +305+6.7% | Added | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 43,456 | $3.60M | 0.6% | −1,478−3.3% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,531 | $3.60M | 0.6% | +1,231+23.2% | Added | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 42,934 | $3.46M | 0.6% | −986−2.2% | Reduced | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 103,317 | $3.40M | 0.6% | +5,241+5.3% | Added | – |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 107,993 | $3.12M | 0.6% | +107,993 | New | – |
| JPMJPMorgan Chase & Co | Stock | 10,471 | $3.04M | 0.5% | −41−0.4% | Reduced | History |
| iShares Flexible Income Active ETF092528603 | ETF | 54,602 | $2.89M | 0.5% | +1,955+3.7% | Added | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 24,904 | $2.80M | 0.5% | +1,211+5.1% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 104,202 | $2.76M | 0.5% | −9,581−8.4% | Reduced | – |
| IAUiShares Gold Trust | ETF | 42,723 | $2.66M | 0.5% | −3,325−7.2% | Reduced | History |
| Vanguard Consumer Staples ETF92204A207 | ETF | 12,093 | $2.65M | 0.5% | −200−1.6% | Reduced | – |
| Aim ETF Products Trust00888H539 | ALLIANZIM US EQU | 99,652 | $2.65M | 0.5% | 00.0% | Unchanged | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 25,796 | $2.62M | 0.5% | +5,910+29.7% | Added | – |
| UPSUnited Parcel Service Inc | Stock | 25,362 | $2.56M | 0.5% | −91−0.4% | Reduced | History |
| MARMarriott International Inc | Stock | 9,221 | $2.52M | 0.5% | −219−2.3% | Reduced | History |
| iShares Select Dividend ETF464287168 | ETF | 18,680 | $2.48M | 0.4% | −2,619−12.3% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 23,703 | $2.48M | 0.4% | +8,779+58.8% | Added | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 53,841 | $2.28M | 0.4% | −918−1.7% | Reduced | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 9,073 | $2.18M | 0.4% | +114+1.3% | Added | – |
| iShares Tr464287622 | RUS 1000 ETF | 6,402 | $2.17M | 0.4% | −76−1.2% | Reduced | – |
| iShares Tr464287861 | EUROPE ETF | 31,867 | $2.02M | 0.4% | −1,302−3.9% | Reduced | – |
| SHOPShopify Inc. | Stock | 17,036 | $1.97M | 0.4% | +374+2.2% | Added | History |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 46,429 | $1.96M | 0.4% | 00.0% | Unchanged | – |
| AXPAmerican Express Co | Stock | 6,106 | $1.95M | 0.3% | +607+11.0% | Added | History |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 30,141 | $1.92M | 0.3% | −920−3.0% | Reduced | – |
| LLYEli Lilly & Co | Stock | 2,377 | $1.85M | 0.3% | +97+4.3% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 8,741 | $1.79M | 0.3% | +39+0.4% | Added | – |
| Bondbloxx ETF Trust09789C812 | BLOOMBERG TEN YR | 38,462 | $1.78M | 0.3% | +7,430+23.9% | Added | – |
| AVGOBroadcom Inc. | Stock | 6,302 | $1.74M | 0.3% | +735+13.2% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 16,022 | $1.73M | 0.3% | −13−0.1% | Reduced | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 34,873 | $1.71M | 0.3% | +3,774+12.1% | Added | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 5,981 | $1.71M | 0.3% | −828−12.2% | Reduced | – |
| Innovator ETFs Trust45784N809 | EQUI DEFI 1 NOVE | 63,901 | $1.66M | 0.3% | 00.0% | Unchanged | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 32,286 | $1.60M | 0.3% | +6,025+22.9% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 31,774 | $1.57M | 0.3% | +26,657+520.9% | Added | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 16,168 | $1.52M | 0.3% | −456−2.7% | Reduced | – |
| Innovator ETFs Trust45782C722 | INTRNL DEV JULY | 46,291 | $1.48M | 0.3% | 00.0% | Unchanged | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 13,574 | $1.47M | 0.3% | −16−0.1% | Reduced | – |
| Innovator ETFs Trust45782C284 | US SML CP PWR B | 50,154 | $1.46M | 0.3% | −615−1.2% | Reduced | – |
| WMTWalmart Inc. | Stock | 14,606 | $1.43M | 0.3% | +458+3.2% | Added | History |
| iShares Tr46435G672 | CORE INTL AGGR | 27,140 | $1.39M | 0.2% | +27,140 | New | – |
| PMPhilip Morris International Inc. | Stock | 7,598 | $1.38M | 0.2% | +112+1.5% | Added | History |
| ORCLOracle Corp | Stock | 6,320 | $1.38M | 0.2% | +1,263+25.0% | Added | History |
| CVXChevron Corp | Stock | 9,594 | $1.37M | 0.2% | −72−0.7% | Reduced | History |
| Innovator ETFs Trust45782C714 | EMRGNG MKT JULY | 49,367 | $1.37M | 0.2% | 00.0% | Unchanged | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 14,252 | $1.32M | 0.2% | +1,094+8.3% | Added | – |
| WFCWells Fargo & Company | Stock | 16,335 | $1.31M | 0.2% | −1,242−7.1% | Reduced | History |
| Innovator ETFs Trust45783Y251 | EQUITY DEFINED P | 46,006 | $1.30M | 0.2% | −7,521−14.1% | Reduced | – |
| GSGoldman Sachs Group Inc | Stock | 1,730 | $1.22M | 0.2% | +274+18.8% | Added | History |
| VVisa Inc. | Stock | 3,409 | $1.21M | 0.2% | −16−0.5% | Reduced | History |
| Aim ETF Products Trust00888H794 | ALLIANZIM US EQT | 37,800 | $1.19M | 0.2% | 00.0% | Unchanged | – |
| NFLXNetflix Inc | Stock | 880 | $1.18M | 0.2% | +58+7.1% | Added | History |
| iShares Tr464287150 | CORE S&P TTL STK | 8,475 | $1.14M | 0.2% | −276−3.2% | Reduced | – |
| Columbia ETF Tr II19762B202 | EM CORE EX ETF | 33,109 | $1.13M | 0.2% | −143,084−81.2% | Reduced | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,704 | $1.13M | 0.2% | +1,786+93.1% | Added | – |
| iShares Russell 2000 ETF464287655 | ETF | 5,148 | $1.11M | 0.2% | +3,855+298.1% | Added | – |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 41,835 | $1.06M | 0.2% | −997−2.3% | Reduced | History |
| WABCWestamerica Bancorporation | COM | 21,775 | $1.05M | 0.2% | 00.0% | Unchanged | History |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 85,816 | $1.05M | 0.2% | +116+0.1% | Added | History |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 17,979 | $1.03M | 0.2% | +122+0.7% | Added | – |
| BLKBlackRock, Inc. | Stock | 977 | $1.02M | 0.2% | +40+4.3% | Added | History |
| JNJJohnson & Johnson | Stock | 6,634 | $1.01M | 0.2% | +62+0.9% | Added | History |
| Innovator ETFs Trust45784N700 | EQUITY DEFIN 1YR | 38,881 | $1.01M | 0.2% | 00.0% | Unchanged | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 18,064 | $995.3K | 0.2% | −582−3.1% | Reduced | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 46,819 | $968.2K | 0.2% | −373−0.8% | Reduced | – |
Sold out since Q1 2025 (15)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| EVMEaton Vance California Municipal Bond Fund | COM | 71,693 | $664.6K | 0.1% | History |
| AHRAmerican Healthcare REIT, Inc. | COM SHS | 19,239 | $582.9K | 0.1% | History |
| MUCBlackRock Muniholdings California Quality Fund, Inc. | CEF | 53,241 | $570.2K | 0.1% | History |
| iShares Tr464288109 | MORNINGSTAR VALU | 6,018 | $490.2K | 0.1% | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 10,679 | $481.3K | 0.1% | – |
| NKXNuveen California Amt-Free Quality Municipal Income Fund | COM | 27,310 | $343.8K | 0.1% | History |
| iShares Tr46434V639 | CUR HD EURZN ETF | 8,169 | $318.3K | 0.1% | – |
| iShares Tr46435G250 | HIGH YLD SYSTM B | 6,687 | $314.9K | 0.1% | – |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 8,704 | $311.8K | 0.1% | – |
| First Tr Exchng Traded FD VI33740U869 | FT VEST INT JUNE | 13,555 | $307.4K | 0.1% | – |
| Innovator ETFs Trust45782C276 | GRWT100 PWR BUF | 4,865 | $292.0K | 0.1% | – |
| iShares Tr464287796 | U.S. ENERGY ETF | 5,787 | $285.3K | 0.1% | – |
| Innovator ETFs Trust45782C474 | US SML CP PWR B | 6,511 | $232.7K | <0.1% | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 4,475 | $228.4K | <0.1% | – |
| EPDEnterprise Products Partners L.P. | Stock | 5,892 | $201.2K | <0.1% | History |