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 |
|---|---|---|---|---|---|
| 101 | IJANINNOVATOR ETFS TRUST | 27,061 | $865K | 0.18% | |
| 102 | EJANINNOVATOR ETFS TRUST | 28,190 | $852K | 0.17% | |
| 103 | IXNISHARES TR | 10,603 | $803K | 0.16% | |
| 104 | GSGOLDMAN SACHS GROUP INC | 1,456 | $795K | 0.16% | |
| 105 | AQLTISHARES TR | 10,371 | $784K | 0.16% | |
| 106 | DONSPDR DOW JONES INDL AVERAGE | 1,844 | $774K | 0.16% | |
| 107 | CSCOCISCO SYS INC | 12,462 | $769K | 0.16% | |
| 108 | NFLXNETFLIX INC | 822 | $766K | 0.16% | |
| 109 | ZAUGINNOVATOR ETFS TRUST | 30,614 | $755K | 0.15% | |
| 110 | IGMISHARES TR | 8,313 | $753K | 0.15% | |
| 111 | OCTUAIM ETF PRODUCTS TRUST | 30,421 | $749K | 0.15% | |
| 112 | WPMWHEATON PRECIOUS METALS CORP | 9,522 | $739K | 0.15% | |
| 113 | UNHUNITEDHEALTH GROUP INC | 1,403 | $734K | 0.15% | |
| 114 | DISDISNEY WALT CO | 7,439 | $734K | 0.15% | |
| 115 | ZSEPINNOVATOR ETFS TRUST | 29,150 | $726K | 0.15% | |
| 116 | TXNTEXAS INSTRS INC | 3,997 | $718K | 0.15% | |
| 117 | ORCLORACLE CORP | 5,057 | $707K | 0.14% | |
| 118 | VCVINVESCO CALIF VALUE MUN INCO | 66,002 | $700K | 0.14% | |
| 119 | IBITISHARES BITCOIN TRUST ETF | 14,917 | $698K | 0.14% | |
| 120 | BDXBECTON DICKINSON & CO | 3,022 | $692K | 0.14% | |
| 121 | VCSHVANGUARD SCOTTSDALE FDS | 8,768 | $692K | 0.14% | |
| 122 | CMCSACOMCAST CORP NEW | 18,706 | $690K | 0.14% | |
| 123 | EMGFISHARES INC | 14,631 | $684K | 0.14% | |
| 124 | VDEVANGUARD WORLD FD | 5,197 | $674K | 0.14% | |
| 125 | XEVMXEATON VANCE CALIF MUN BD FD | 71,693 | $664K | 0.13% | |
| 126 | MAMASTERCARD INCORPORATED | 1,209 | $662K | 0.13% | |
| 127 | KOCOCA COLA CO | 9,229 | $660K | 0.13% | |
| 128 | SCHWSCHWAB CHARLES CORP | 8,313 | $650K | 0.13% | |
| 129 | VTVVANGUARD INDEX FDS | 3,758 | $649K | 0.13% | |
| 130 | SBUXSTARBUCKS CORP | 6,603 | $647K | 0.13% | |
| 131 | ETRENTERGY CORP NEW | 7,460 | $637K | 0.13% | |
| 132 | GNMAISHARES TR | 14,285 | $627K | 0.13% | |
| 133 | VLUEISHARES TR | 5,862 | $625K | 0.13% | |
| 134 | ENBENBRIDGE INC | 14,081 | $623K | 0.13% | |
| 135 | MDTMEDTRONIC PLC | 6,935 | $623K | 0.13% | |
| 136 | ABBVABBVIE INC | 2,842 | $595K | 0.12% | |
| 137 | DUKDUKE ENERGY CORP NEW | 4,866 | $593K | 0.12% | |
| 138 | AGIALAMOS GOLD INC NEW | 21,940 | $586K | 0.12% | |
| 139 | LNGCHENIERE ENERGY INC | 2,527 | $584K | 0.12% | |
| 140 | IAUGINNOVATOR ETFS TRUST | 23,021 | $583K | 0.12% | |
| 141 | AHRAMERICAN HEALTHCARE REIT INC | 19,239 | $582K | 0.12% | |
| 142 | FFORD MTR CO | 57,636 | $578K | 0.12% | |
| 143 | HDHOME DEPOT INC | 1,574 | $576K | 0.12% | |
| 144 | AMTAMERICAN TOWER CORP NEW | 2,635 | $573K | 0.12% | |
| 145 | MUCBLACKROCK MUNIHLDNGS CALI QL | 53,241 | $570K | 0.12% | |
| 146 | BIVVANGUARD BD INDEX FDS | 7,298 | $558K | 0.11% | |
| 147 | BKNGBOOKING HOLDINGS INC | 117 | $539K | 0.11% | |
| 148 | APDAIR PRODS & CHEMS INC | 1,804 | $532K | 0.11% | |
| 149 | LAMRLAMAR ADVERTISING CO NEW | 4,654 | $529K | 0.11% | |
| 150 | VTIVANGUARD INDEX FDS | 1,918 | $527K | 0.11% | |
| 151 | TJXTJX COS INC NEW | 4,270 | $520K | 0.11% | |
| 152 | PGPROCTER AND GAMBLE CO | 3,025 | $515K | 0.10% | |
| 153 | GBTCGRAYSCALE BITCOIN TRUST ETF | 7,912 | $515K | 0.10% | |
| 154 | IFRAISHARES TR | 11,403 | $513K | 0.10% | |
| 155 | AQLTISHARES TR | 22,102 | $508K | 0.10% | |
| 156 | LOWLOWES COS INC | 2,111 | $492K | 0.10% | |
| 157 | ILCVISHARES TR | 6,018 | $490K | 0.10% | |
| 158 | DFAUDIMENSIONAL ETF TRUST | 12,733 | $489K | 0.10% | |
| 159 | RMIRIVERNORTH OPPORTUNISTIC MUN | 32,500 | $485K | 0.10% | |
| 160 | VUGVANGUARD INDEX FDS | 1,305 | $484K | 0.10% | |
| 161 | TFISPDR SER TR | 10,679 | $481K | 0.10% | |
| 162 | IWFISHARES TR | 1,321 | $477K | 0.10% | |
| 163 | CAVACAVA GROUP INC | 5,440 | $470K | 0.10% | |
| 164 | PFEPFIZER INC | 17,725 | $449K | 0.09% | |
| 165 | TLTISHARES TR | 4,904 | $446K | 0.09% | |
| 166 | GSKGSK PLC | 11,444 | $443K | 0.09% | |
| 167 | WMWASTE MGMT INC DEL | 1,858 | $430K | 0.09% | |
| 168 | PJUNINNOVATOR ETFS TRUST | 11,472 | $424K | 0.09% | |
| 169 | ELVELEVANCE HEALTH INC | 969 | $421K | 0.09% | |
| 170 | HONHONEYWELL INTL INC | 1,968 | $416K | 0.08% | |
| 171 | ARCCARES CAPITAL CORP | 18,642 | $413K | 0.08% | |
| 172 | MOALTRIA GROUP INC | 6,770 | $406K | 0.08% | |
| 173 | AGGISHARES TR | 4,095 | $405K | 0.08% | |
| 174 | AJULINNOVATOR ETFS TRUST | 15,145 | $404K | 0.08% | |
| 175 | KKRKKR & CO INC | 3,480 | $402K | 0.08% | |
| 176 | ABTABBOTT LABS | 3,021 | $400K | 0.08% | |
| 177 | HDVISHARES TR | 3,290 | $398K | 0.08% | |
| 178 | TAT&T INC | 14,043 | $397K | 0.08% | |
| 179 | BACBANK AMERICA CORP | 9,414 | $392K | 0.08% | |
| 180 | VNOMUSDVIPER ENERGY INC | 8,696 | $392K | 0.08% | |
| 181 | GBFISHARES TR | 3,756 | $391K | 0.08% | |
| 182 | ANETARISTA NETWORKS INC | 5,038 | $390K | 0.08% | |
| 183 | GQ9SPDR GOLD TR | 1,346 | $387K | 0.08% | |
| 184 | FNVFRANCO NEV CORP | 2,440 | $384K | 0.08% | |
| 185 | OMCOMNICOM GROUP INC | 4,521 | $374K | 0.08% | |
| 186 | IBMINTERNATIONAL BUSINESS MACHS | 1,487 | $369K | 0.07% | |
| 187 | ACNACCENTURE PLC IRELAND | 1,158 | $361K | 0.07% | |
| 188 | IJRISHARES TR | 3,434 | $359K | 0.07% | |
| 189 | DFAIDIMENSIONAL ETF TRUST | 11,423 | $356K | 0.07% | |
| 190 | LYGLLOYDS BANKING GROUP PLC | 90,605 | $346K | 0.07% | |
| 191 | MCDMCDONALDS CORP | 1,108 | $346K | 0.07% | |
| 192 | JMOMJ P MORGAN EXCHANGE TRADED F | 6,106 | $344K | 0.07% | |
| 193 | TFCTRUIST FINL CORP | 8,341 | $343K | 0.07% | |
| 194 | XNCMXNUVEEN CALIFORNIA AMT QLT MU | 27,310 | $343K | 0.07% | |
| 195 | BALLBALL CORP | 6,487 | $337K | 0.07% | |
| 196 | GPCGENUINE PARTS CO | 2,814 | $335K | 0.07% | |
| 197 | PDECINNOVATOR ETFS TRUST | 8,859 | $333K | 0.07% | |
| 198 | IBDTISHARES TR | 13,171 | $332K | 0.07% | |
| 199 | FISVFISERV INC | 1,498 | $330K | 0.07% | |
| 200 | TMOTHERMO FISHER SCIENTIFIC INC | 661 | $328K | 0.07% |