Cypress Wealth Services, LLC Q2 2025 Filing

Filed July 28, 2025

Portfolio Value

$558.6M

Holdings

318

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (318 positions)

#StockSharesValue% PortfolioType
101
BSCQINVESCO EXCH TRD SLF IDX FD
49,302$962K0.17%
102
SLVISHARES SILVER TR
29,172$957K0.17%
103
IXNISHARES TR
10,359$956K0.17%
104
IBITISHARES BITCOIN TRUST ETF
15,561$952K0.17%
105
BSCRINVESCO EXCH TRD SLF IDX FD
47,368$930K0.17%
106
IJANINNOVATOR ETFS TRUST
27,061$925K0.17%
107
DISDISNEY WALT CO
7,434$921K0.16%
108
BSCSINVESCO EXCH TRD SLF IDX FD
44,571$913K0.16%
109
IGMISHARES TR
8,103$910K0.16%
110
LGLVSPDR SERIES TRUST
5,166$902K0.16%
111
AQLTISHARES TR
10,498$876K0.16%
112
BSCTINVESCO EXCH TRD SLF IDX FD
46,763$874K0.16%
113
CSCOCISCO SYS INC
12,459$864K0.15%
114
EJANINNOVATOR ETFS TRUST
26,363$844K0.15%
115
EFAISHARES TR
9,417$841K0.15%
116
BACVERIZON COMMUNICATIONS INC
19,338$836K0.15%
117
AMGNAMGEN INC
2,994$836K0.15%
118
WPMWHEATON PRECIOUS METALS CORP
9,292$834K0.15%
119
EMXCISHARES INC
12,994$820K0.15%
120
DONSPDR DOW JONES INDL AVERAGE
1,848$814K0.15%
121
CRMSALESFORCE INC
2,969$809K0.14%
122
TJANINNOVATOR ETFS TRUST
30,599$806K0.14%
123
OCTUAIM ETF PRODUCTS TRUST
30,421$799K0.14%
124
TXNTEXAS INSTRS INC
3,777$784K0.14%
125
SCHWSCHWAB CHARLES CORP
8,602$784K0.14%
126
KOCOCA COLA CO
10,395$735K0.13%
127
ANETARISTA NETWORKS INC
7,186$735K0.13%
128
BKNGBOOKING HOLDINGS INC
120$695K0.12%
129
ZAPRINNOVATOR ETFS TRUST
27,741$694K0.12%
130
EMGFISHARES INC
13,319$693K0.12%
131
VCVINVESCO CALIF VALUE MUN INCO
66,743$692K0.12%
132
CMCSACOMCAST CORP NEW
18,967$676K0.12%
133
GBTCGRAYSCALE BITCOIN TRUST ETF
7,912$671K0.12%
134
ZAUGINNOVATOR ETFS TRUST
25,898$667K0.12%
135
EEMISHARES TR
13,609$656K0.12%
136
SBUXSTARBUCKS CORP
7,118$652K0.12%
137
VCSHVANGUARD SCOTTSDALE FDS
8,141$647K0.12%
138
VTVVANGUARD INDEX FDS
3,628$641K0.11%
139
ENBENBRIDGE INC
14,080$638K0.11%
140
MAMASTERCARD INCORPORATED
1,133$636K0.11%
141
IAUGINNOVATOR ETFS TRUST
23,021$633K0.11%
142
ETRENTERGY CORP NEW
7,559$628K0.11%
143
VDEVANGUARD WORLD FD
5,261$626K0.11%
144
LNGCHENIERE ENERGY INC
2,570$625K0.11%
145
FFORD MTR CO
57,313$621K0.11%
146
BDXBECTON DICKINSON & CO
3,592$618K0.11%
147
VLUEISHARES TR
5,436$615K0.11%
148
MDTMEDTRONIC PLC
6,995$609K0.11%
149
HDHOME DEPOT INC
1,655$606K0.11%
150
MAXJISHARES TR
21,814$600K0.11%
151
AMTAMERICAN TOWER CORP NEW
2,684$593K0.11%
152
MAYWAIM ETF PRODUCTS TRUST
18,314$589K0.11%
153
AGIALAMOS GOLD INC NEW
22,136$587K0.11%
154
VUGVANGUARD INDEX FDS
1,341$587K0.11%
155
XBFZXBLACKROCK CALIF MUN INCOME T
54,227$586K0.10%
156
DUKDUKE ENERGY CORP NEW
4,966$585K0.10%
157
TMOTHERMO FISHER SCIENTIFIC INC
1,416$574K0.10%
158
LAMRLAMAR ADVERTISING CO NEW
4,559$553K0.10%
159
TJXTJX COS INC NEW
4,481$553K0.10%
160
BIVVANGUARD BD INDEX FDS
7,078$547K0.10%
161
IBMINTERNATIONAL BUSINESS MACHS
1,855$546K0.10%
162
ZSEPINNOVATOR ETFS TRUST
21,028$544K0.10%
163
DEDEERE & CO
1,066$542K0.10%
164
IFRAISHARES TR
10,953$538K0.10%
165
CEVEATON VANCE CALIF MUN INCOM
54,810$530K0.09%
166
DFAUDIMENSIONAL ETF TRUST
12,493$529K0.09%
167
TSMTAIWAN SEMICONDUCTOR MFG LTD
2,301$521K0.09%
168
IWFISHARES TR
1,221$518K0.09%
169
APDAIR PRODS & CHEMS INC
1,835$517K0.09%
170
ABBVABBVIE INC
2,764$512K0.09%
171
PLTRPALANTIR TECHNOLOGIES INC
3,709$505K0.09%
172
AQLTISHARES TR
21,718$499K0.09%
173
UNHUNITEDHEALTH GROUP INC
1,578$492K0.09%
174
GNMAISHARES TR
11,082$487K0.09%
175
PGPROCTER AND GAMBLE CO
3,022$481K0.09%
176
APRWAIM ETF PRODUCTS TRUST
14,336$478K0.09%
177
LOWLOWES COS INC
2,149$476K0.09%
178
HONHONEYWELL INTL INC
2,043$475K0.09%
179
GQ9SPDR GOLD TR
1,556$474K0.08%
180
LCTUBLACKROCK ETF TRUST
6,911$464K0.08%
181
RMIRIVERNORTH OPPORTUNISTIC MUN
32,500$463K0.08%
182
CAVACAVA GROUP INC
5,420$456K0.08%
183
DFAIDIMENSIONAL ETF TRUST
13,056$451K0.08%
184
KKRKKR & CO INC
3,390$451K0.08%
185
PFEPFIZER INC
18,444$447K0.08%
186
BACBANK AMERICA CORP
9,462$447K0.08%
187
OMCOMNICOM GROUP INC
6,199$445K0.08%
188
GSKGSK PLC
11,589$445K0.08%
189
WMWASTE MGMT INC DEL
1,897$434K0.08%
190
SOXXISHARES TR
1,822$434K0.08%
191
TAT&T INC
14,581$421K0.08%
192
FISVFISERV INC
2,355$406K0.07%
193
ARCCARES CAPITAL CORP
18,407$404K0.07%
194
AMATAPPLIED MATLS INC
2,193$401K0.07%
195
JMOMJ P MORGAN EXCHANGE TRADED F
6,151$395K0.07%
196
PJUNINNOVATOR ETFS TRUST
9,684$385K0.07%
197
LYGLLOYDS BANKING GROUP PLC
90,810$385K0.07%
198
FNVFRANCO NEV CORP
2,316$379K0.07%
199
HDVISHARES TR
3,220$377K0.07%
200
GBFISHARES TR
3,576$373K0.07%
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