Cypress Wealth Services, LLC Q1 2025 Filing
Filed April 10, 2025
Portfolio Value
$493.0M
Holdings
284
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (284 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 54,738 | $30.8M | 6.24% | |
| 2 | AAPLAPPLE INC | 132,950 | $29.5M | 5.99% | |
| 3 | QUALISHARES TR | 125,986 | $21.5M | 4.37% | |
| 4 | SPYMSPDR SER TR | 303,756 | $20.0M | 4.05% | |
| 5 | DYNFBLACKROCK ETF TRUST | 347,545 | $16.9M | 3.44% | |
| 6 | IVWISHARES TR | 182,008 | $16.9M | 3.43% | |
| 7 | SCHZSCHWAB STRATEGIC TR | 546,533 | $12.7M | 2.57% | |
| 8 | EFVISHARES TR | 201,254 | $11.9M | 2.41% | |
| 9 | IVEISHARES TR | 61,644 | $11.7M | 2.38% | |
| 10 | OEFISHARES TR | 35,008 | $9.5M | 1.92% | |
| 11 | EFGISHARES TR | 87,401 | $8.7M | 1.77% | |
| 12 | MGKVANGUARD WORLD FD | 26,905 | $8.3M | 1.69% | |
| 13 | IUSBISHARES TR | 171,804 | $7.9M | 1.61% | |
| 14 | IYWISHARES TR | 52,507 | $7.4M | 1.50% | |
| 15 | ESGUISHARES TR | 60,165 | $7.3M | 1.49% | |
| 16 | SPYSPDR S&P 500 ETF TR | 12,310 | $6.9M | 1.40% | |
| 17 | VOOVANGUARD INDEX FDS | 12,812 | $6.6M | 1.34% | |
| 18 | VOVANGUARD INDEX FDS | 23,251 | $6.0M | 1.22% | |
| 19 | VYMVANGUARD WHITEHALL FDS | 43,847 | $5.7M | 1.15% | |
| 20 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,212 | $5.4M | 1.10% | |
| 21 | MSFTMICROSOFT CORP | 14,444 | $5.4M | 1.10% | |
| 22 | XCEMCOLUMBIA ETF TR II | 176,193 | $5.2M | 1.06% | |
| 23 | VBVANGUARD INDEX FDS | 21,744 | $4.8M | 0.98% | |
| 24 | PFFISHARES TR | 150,027 | $4.6M | 0.94% | |
| 25 | VEAVANGUARD TAX-MANAGED FDS | 88,408 | $4.5M | 0.91% | |
| 26 | AMZNAMAZON COM INC | 23,414 | $4.5M | 0.90% | |
| 27 | MBBISHARES TR | 43,521 | $4.1M | 0.83% | |
| 28 | GOOGLALPHABET INC | 26,006 | $4.0M | 0.82% | |
| 29 | COSTCOSTCO WHSL CORP NEW | 4,055 | $3.8M | 0.78% | |
| 30 | NVDANVIDIA CORPORATION | 35,235 | $3.8M | 0.77% | |
| 31 | VCITVANGUARD SCOTTSDALE FDS | 44,934 | $3.7M | 0.75% | |
| 32 | HYGISHARES TR | 43,920 | $3.5M | 0.70% | |
| 33 | SCHDSCHWAB STRATEGIC TR | 113,783 | $3.2M | 0.65% | |
| 34 | IEMGISHARES INC | 57,205 | $3.1M | 0.63% | |
| 35 | TSLATESLA INC | 11,714 | $3.0M | 0.62% | |
| 36 | IVLUISHARES TR | 98,076 | $3.0M | 0.60% | |
| 37 | AQLTISHARES TR | 21,299 | $2.9M | 0.58% | |
| 38 | UPSUNITED PARCEL SERVICE INC | 25,453 | $2.8M | 0.57% | |
| 39 | EMXCISHARES INC | 50,425 | $2.8M | 0.56% | |
| 40 | BINCBLACKROCK ETF TRUST II | 52,647 | $2.8M | 0.56% | |
| 41 | IAU*ISHARES GOLD TR | 46,048 | $2.7M | 0.55% | |
| 42 | VDCVANGUARD WORLD FD | 12,293 | $2.7M | 0.55% | |
| 43 | METAMETA PLATFORMS INC | 4,582 | $2.6M | 0.54% | |
| 44 | JPMJPMORGAN CHASE & CO. | 10,512 | $2.6M | 0.52% | |
| 45 | GOOGALPHABET INC | 15,985 | $2.5M | 0.51% | |
| 46 | NDQINVESCO QQQ TR | 5,300 | $2.5M | 0.50% | |
| 47 | NVBUAIM ETF PRODUCTS TRUST | 99,652 | $2.5M | 0.50% | |
| 48 | HEFAISHARES TR | 67,540 | $2.5M | 0.50% | |
| 49 | DFUVDIMENSIONAL ETF TRUST | 54,759 | $2.3M | 0.46% | |
| 50 | MARMARRIOTT INTL INC NEW | 9,440 | $2.2M | 0.46% | |
| 51 | KLMNINVESCO EXCH TRADED FD TR II | 23,693 | $2.2M | 0.44% | |
| 52 | TLHISHARES TR | 19,886 | $2.1M | 0.42% | |
| 53 | IWBISHARES TR | 6,478 | $2.0M | 0.40% | |
| 54 | IEVISHARES TR | 33,169 | $1.9M | 0.39% | |
| 55 | XOMEXXON MOBIL CORP | 16,035 | $1.9M | 0.39% | |
| 56 | LLYELI LILLY & CO | 2,280 | $1.9M | 0.38% | |
| 57 | DFASDIMENSIONAL ETF TRUST | 31,061 | $1.9M | 0.38% | |
| 58 | PMARINNOVATOR ETFS TRUST | 46,429 | $1.9M | 0.38% | |
| 59 | MTUMISHARES TR | 8,959 | $1.8M | 0.37% | |
| 60 | VVVANGUARD INDEX FDS | 6,809 | $1.8M | 0.35% | |
| 61 | VIGVANGUARD SPECIALIZED FUNDS | 8,702 | $1.7M | 0.34% | |
| 62 | CVXCHEVRON CORP NEW | 9,666 | $1.6M | 0.33% | |
| 63 | ZNOVINNOVATOR ETFS TRUST | 63,901 | $1.6M | 0.32% | |
| 64 | SHOPSHOPIFY INC | 16,662 | $1.6M | 0.32% | |
| 65 | MUBISHARES TR | 14,924 | $1.6M | 0.32% | |
| 66 | USMVISHARES TR | 16,624 | $1.6M | 0.32% | |
| 67 | VTEBVANGUARD MUN BD FDS | 31,099 | $1.5M | 0.31% | |
| 68 | AXPAMERICAN EXPRESS CO | 5,499 | $1.5M | 0.30% | |
| 69 | XTENBONDBLOXX ETF TRUST | 31,032 | $1.4M | 0.29% | |
| 70 | ZJULINNOVATOR ETFS TRUST | 53,527 | $1.4M | 0.29% | |
| 71 | KJULINNOVATOR ETFS TRUST | 50,769 | $1.4M | 0.29% | |
| 72 | IJULINNOVATOR ETFS TRUST | 46,291 | $1.3M | 0.27% | |
| 73 | SUSLISHARES TR | 13,590 | $1.3M | 0.26% | |
| 74 | WFCWELLS FARGO CO NEW | 17,577 | $1.3M | 0.26% | |
| 75 | EJULINNOVATOR ETFS TRUST | 49,367 | $1.2M | 0.25% | |
| 76 | WMTWALMART INC | 14,148 | $1.2M | 0.25% | |
| 77 | VVISA INC | 3,425 | $1.2M | 0.24% | |
| 78 | EMBISHARES TR | 13,158 | $1.2M | 0.24% | |
| 79 | VWOVANGUARD INTL EQUITY INDEX F | 26,261 | $1.2M | 0.24% | |
| 80 | 4I1PHILIP MORRIS INTL INC | 7,486 | $1.2M | 0.24% | |
| 81 | DECWAIM ETF PRODUCTS TRUST | 37,800 | $1.1M | 0.23% | |
| 82 | WABCWESTAMERICA BANCORPORATION | 21,775 | $1.1M | 0.22% | |
| 83 | JNJJOHNSON & JOHNSON | 6,572 | $1.1M | 0.22% | |
| 84 | ITOTISHARES TR | 8,751 | $1.1M | 0.22% | |
| 85 | SDOGALPS ETF TR | 17,857 | $1.0M | 0.21% | |
| 86 | PHYS/USPROTT PHYSICAL GOLD TR | 42,832 | $1.0M | 0.21% | |
| 87 | COWZPACER FDS TR | 18,646 | $1.0M | 0.21% | |
| 88 | PSLV/USPROTT PHYSICAL SILVER TR | 85,700 | $994K | 0.20% | |
| 89 | ZOCTINNOVATOR ETFS TRUST | 38,881 | $977K | 0.20% | |
| 90 | BSCPINVESCO EXCH TRD SLF IDX FD | 47,192 | $975K | 0.20% | |
| 91 | BSCQINVESCO EXCH TRD SLF IDX FD | 49,663 | $967K | 0.20% | |
| 92 | BSCRINVESCO EXCH TRD SLF IDX FD | 48,089 | $942K | 0.19% | |
| 93 | AVGOBROADCOM INC | 5,567 | $932K | 0.19% | |
| 94 | BSCSINVESCO EXCH TRD SLF IDX FD | 45,237 | $920K | 0.19% | |
| 95 | AMGNAMGEN INC | 2,951 | $919K | 0.19% | |
| 96 | SLVISHARES SILVER TR | 29,172 | $904K | 0.18% | |
| 97 | LGLVSPDR SER TR | 5,166 | $899K | 0.18% | |
| 98 | BACVERIZON COMMUNICATIONS INC | 19,691 | $893K | 0.18% | |
| 99 | BLKBLACKROCK INC | 937 | $886K | 0.18% | |
| 100 | BSCTINVESCO EXCH TRD SLF IDX FD | 47,548 | $881K | 0.18% |
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