Cypress Wealth Services, LLC
CIK: 0001721527SEC EDGAR →
Portfolio Value
$645K
Holdings
389
As of
Q4 2025
New Positions
43
Closed Positions
15
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 168,039 | $46K | 7.09% |
| 2 | SPDR SERIES TRUST | 367,295 | $29K | 4.57% |
| 3 | BLACKROCK ETF TRUST | 418,852 | $25K | 3.95% |
| 4 | ISHARES TR | 61,874 | $21K | 3.29% |
| 5 | ISHARES TR | 89,705 | $19K | 2.95% |
| 6 | ISHARES TR | 141,462 | $17K | 2.71% |
| 7 | ISHARES TR | 243,810 | $17K | 2.70% |
| 8 | ISHARES TR | 79,693 | $16K | 2.46% |
| 9 | SCHWAB STRATEGIC TR | 549,682 | $13K | 1.99% |
| 10 | MICROSOFT CORP | 25,325 | $12K | 1.90% |
Quarterly Changes
New Positions (57)
$2K · 35K shares
$2K · 29K shares
$2K · 9K shares
$1K · 15K shares
$1K · 6K shares
$817 · 15K shares
$798 · 5K shares
$720 · 3K shares
$702 · 12K shares
$651 · 12K shares
$650 · 11K shares
$570 · 2K shares
$505 · 6K shares
$503 · 26K shares
$424 · 2K shares
$420 · 11K shares
$411 · 3K shares
$410 · 3K shares
$401 · 2K shares
$390 · 2K shares
$381 · 4K shares
$367 · 648 shares
$362 · 4K shares
$351 · 5K shares
$347 · 3K shares
$332 · 18K shares
$329 · 9K shares
$327 · 933 shares
$319 · 13K shares
$314 · 7K shares
$312 · 1K shares
$311 · 4K shares
$309 · 4K shares
$302 · 9K shares
$299 · 3K shares
$287 · 10K shares
$280 · 423 shares
$274 · 2K shares
$261 · 613 shares
$259 · 2K shares
$248 · 4K shares
$242 · 371 shares
$236 · 661 shares
$234 · 2K shares
$230 · 1K shares
$229 · 3K shares
$227 · 3K shares
$213 · 6K shares
$203 · 708 shares
$202 · 575 shares
$202 · 3K shares
$100 · 16K shares
$82 · 12K shares
$25 · 17K shares
$14 · 10K shares
$1 · 3K shares
$1 · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 195 | $412K | 63.9% |
| Technology | 37 | $98K | 15.2% |
| Unknown | 45 | $41K | 6.3% |
| Consumer Cyclical | 17 | $26K | 4.0% |
| Communication Services | 8 | $20K | 3.1% |
| Healthcare | 22 | $14K | 2.2% |
| Industrials | 19 | $10K | 1.6% |
| Energy | 12 | $9K | 1.4% |
| Consumer Defensive | 9 | $7K | 1.1% |
| Basic Materials | 15 | $5K | 0.7% |
| Utilities | 7 | $2K | 0.4% |
| Real Estate | 3 | $1K | 0.2% |