Cypress Wealth Services, LLC Q3 2025 Filing
Filed October 15, 2025
Portfolio Value
$610.6M
Holdings
346
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (346 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | JULWAIM ETF PRODUCTS TRUST | 26,852 | $1.0M | 0.17% | |
| 102 | TJULINNOVATOR ETFS TRUST | 34,867 | $1.0M | 0.17% | |
| 103 | BSCPINVESCO EXCH TRD SLF IDX FD | 49,199 | $1.0M | 0.17% | |
| 104 | BSCQINVESCO EXCH TRD SLF IDX FD | 51,944 | $1.0M | 0.17% | |
| 105 | JAJLINNOVATOR ETFS TRUST | 35,448 | $1.0M | 0.17% | |
| 106 | ANETARISTA NETWORKS INC | 6,948 | $1.0M | 0.17% | |
| 107 | XCEMCOLUMBIA ETF TR II | 27,706 | $1.0M | 0.16% | |
| 108 | BSCRINVESCO EXCH TRD SLF IDX FD | 50,120 | $987K | 0.16% | |
| 109 | COWZPACER FDS TR | 17,158 | $986K | 0.16% | |
| 110 | IGMISHARES TR | 7,568 | $953K | 0.16% | |
| 111 | BLKBLACKROCK INC | 814 | $949K | 0.16% | |
| 112 | BSCSINVESCO EXCH TRD SLF IDX FD | 46,134 | $948K | 0.16% | |
| 113 | LGLVSPDR SERIES TRUST | 5,166 | $920K | 0.15% | |
| 114 | CSCOCISCO SYS INC | 13,193 | $902K | 0.15% | |
| 115 | BSCTINVESCO EXCH TRD SLF IDX FD | 47,671 | $896K | 0.15% | |
| 116 | EFAISHARES TR | 9,417 | $879K | 0.14% | |
| 117 | BACVERIZON COMMUNICATIONS INC | 19,999 | $878K | 0.14% | |
| 118 | DONSPDR DOW JONES INDL AVERAGE | 1,881 | $872K | 0.14% | |
| 119 | WPMWHEATON PRECIOUS METALS CORP | 7,693 | $860K | 0.14% | |
| 120 | OCTUAIM ETF PRODUCTS TRUST | 30,421 | $851K | 0.14% | |
| 121 | AMGNAMGEN INC | 2,998 | $845K | 0.14% | |
| 122 | TJANINNOVATOR ETFS TRUST | 30,599 | $827K | 0.14% | |
| 123 | SCHWSCHWAB CHARLES CORP | 8,611 | $822K | 0.13% | |
| 124 | DISDISNEY WALT CO | 7,070 | $809K | 0.13% | |
| 125 | AQLTISHARES TR | 9,121 | $796K | 0.13% | |
| 126 | ZAUGINNOVATOR ETFS TRUST | 29,725 | $786K | 0.13% | |
| 127 | PLTRPALANTIR TECHNOLOGIES INC | 4,297 | $783K | 0.13% | |
| 128 | AGIALAMOS GOLD INC NEW | 22,136 | $771K | 0.13% | |
| 129 | EMGFISHARES INC | 13,113 | $741K | 0.12% | |
| 130 | BDXBECTON DICKINSON & CO | 3,914 | $732K | 0.12% | |
| 131 | VCVINVESCO CALIF VALUE MUN INCO | 68,002 | $720K | 0.12% | |
| 132 | GBTCGRAYSCALE BITCOIN TRUST ETF | 7,912 | $710K | 0.12% | |
| 133 | ENBENBRIDGE INC | 14,080 | $710K | 0.12% | |
| 134 | EMXCISHARES INC | 10,485 | $707K | 0.12% | |
| 135 | ZAPRINNOVATOR ETFS TRUST | 27,741 | $705K | 0.12% | |
| 136 | ETRENTERGY CORP NEW | 7,562 | $704K | 0.12% | |
| 137 | CRMSALESFORCE INC | 2,951 | $699K | 0.11% | |
| 138 | HDHOME DEPOT INC | 1,712 | $693K | 0.11% | |
| 139 | EEMISHARES TR | 12,992 | $693K | 0.11% | |
| 140 | TXNTEXAS INSTRS INC | 3,763 | $691K | 0.11% | |
| 141 | MAMASTERCARD INCORPORATED | 1,212 | $689K | 0.11% | |
| 142 | IWFISHARES TR | 1,470 | $688K | 0.11% | |
| 143 | KOCOCA COLA CO | 10,207 | $676K | 0.11% | |
| 144 | FFORD MTR CO | 56,593 | $676K | 0.11% | |
| 145 | VTVVANGUARD INDEX FDS | 3,628 | $676K | 0.11% | |
| 146 | MDTMEDTRONIC PLC | 7,000 | $666K | 0.11% | |
| 147 | VDEVANGUARD WORLD FD | 5,291 | $665K | 0.11% | |
| 148 | VLUEISHARES TR | 5,258 | $657K | 0.11% | |
| 149 | BKNGBOOKING HOLDINGS INC | 121 | $654K | 0.11% | |
| 150 | LNGCHENIERE ENERGY INC | 2,765 | $649K | 0.11% | |
| 151 | VCSHVANGUARD SCOTTSDALE FDS | 8,085 | $646K | 0.11% | |
| 152 | VUGVANGUARD INDEX FDS | 1,341 | $643K | 0.11% | |
| 153 | IAUGINNOVATOR ETFS TRUST | 23,021 | $641K | 0.10% | |
| 154 | TMOTHERMO FISHER SCIENTIFIC INC | 1,311 | $635K | 0.10% | |
| 155 | DUKDUKE ENERGY CORP NEW | 5,048 | $624K | 0.10% | |
| 156 | CMCSACOMCAST CORP NEW | 19,540 | $613K | 0.10% | |
| 157 | MAXJISHARES TR | 21,814 | $611K | 0.10% | |
| 158 | TJXTJX COS INC NEW | 4,222 | $610K | 0.10% | |
| 159 | MAYWAIM ETF PRODUCTS TRUST | 18,314 | $603K | 0.10% | |
| 160 | XBFZXBLACKROCK CALIF MUN INCOME T | 55,139 | $603K | 0.10% | |
| 161 | SBUXSTARBUCKS CORP | 7,137 | $603K | 0.10% | |
| 162 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,101 | $586K | 0.10% | |
| 163 | ABBVABBVIE INC | 2,490 | $576K | 0.09% | |
| 164 | GQ9SPDR GOLD TR | 1,606 | $570K | 0.09% | |
| 165 | OMCOMNICOM GROUP INC | 6,905 | $562K | 0.09% | |
| 166 | MUCBLACKROCK MUNIHLDNGS CALI QL | 51,771 | $561K | 0.09% | |
| 167 | DFAUDIMENSIONAL ETF TRUST | 12,274 | $561K | 0.09% | |
| 168 | LAMRLAMAR ADVERTISING CO NEW | 4,561 | $558K | 0.09% | |
| 169 | CEVEATON VANCE CALIF MUN INCOM | 55,399 | $558K | 0.09% | |
| 170 | ZSEPINNOVATOR ETFS TRUST | 21,028 | $557K | 0.09% | |
| 171 | LOWLOWES COS INC | 2,191 | $550K | 0.09% | |
| 172 | DFAIDIMENSIONAL ETF TRUST | 15,153 | $550K | 0.09% | |
| 173 | IFRAISHARES TR | 10,344 | $546K | 0.09% | |
| 174 | UNHUNITEDHEALTH GROUP INC | 1,576 | $544K | 0.09% | |
| 175 | BIVVANGUARD BD INDEX FDS | 6,959 | $543K | 0.09% | |
| 176 | IBMINTERNATIONAL BUSINESS MACHS | 1,857 | $524K | 0.09% | |
| 177 | AQLTISHARES TR | 22,283 | $515K | 0.08% | |
| 178 | LCTUBLACKROCK ETF TRUST | 7,091 | $514K | 0.08% | |
| 179 | BACBANK AMERICA CORP | 9,806 | $505K | 0.08% | |
| 180 | GSKGSK PLC | 11,642 | $502K | 0.08% | |
| 181 | APDAIR PRODS & CHEMS INC | 1,831 | $499K | 0.08% | |
| 182 | AMTAMERICAN TOWER CORP NEW | 2,569 | $494K | 0.08% | |
| 183 | APRWAIM ETF PRODUCTS TRUST | 14,336 | $490K | 0.08% | |
| 184 | PGPROCTER AND GAMBLE CO | 3,119 | $479K | 0.08% | |
| 185 | AEMAGNICO EAGLE MINES LTD | 2,838 | $478K | 0.08% | |
| 186 | RMIRIVERNORTH OPPORTUNISTIC MUN | 32,500 | $475K | 0.08% | |
| 187 | SOXXISHARES TR | 1,752 | $475K | 0.08% | |
| 188 | GNMAISHARES TR | 10,634 | $471K | 0.08% | |
| 189 | DEDEERE & CO | 1,029 | $470K | 0.08% | |
| 190 | PFEPFIZER INC | 18,259 | $465K | 0.08% | |
| 191 | AVUVAMERICAN CENTY ETF TR | 4,666 | $464K | 0.08% | |
| 192 | PEPPEPSICO INC | 3,279 | $460K | 0.08% | |
| 193 | KKRKKR & CO INC | 3,433 | $446K | 0.07% | |
| 194 | AMATAPPLIED MATLS INC | 2,160 | $442K | 0.07% | |
| 195 | PAUGINNOVATOR ETFS TRUST | 10,266 | $435K | 0.07% | |
| 196 | DOCHEALTHPEAK PROPERTIES INC | 22,667 | $434K | 0.07% | |
| 197 | FNVFRANCO NEV CORP | 1,907 | $425K | 0.07% | |
| 198 | WMWASTE MGMT INC DEL | 1,910 | $421K | 0.07% | |
| 199 | SIZEISHARES TR | 2,615 | $420K | 0.07% | |
| 200 | HONHONEYWELL INTL INC | 1,988 | $418K | 0.07% |