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 |
|---|---|---|---|---|---|
| 201 | JMOMJ P MORGAN EXCHANGE TRADED F | 6,148 | $417K | 0.07% | |
| 202 | LYGLLOYDS BANKING GROUP PLC | 90,844 | $412K | 0.07% | |
| 203 | TAT&T INC | 14,612 | $412K | 0.07% | |
| 204 | ACNACCENTURE PLC IRELAND | 1,639 | $404K | 0.07% | |
| 205 | PJUNINNOVATOR ETFS TRUST | 9,684 | $398K | 0.07% | |
| 206 | HDVISHARES TR | 3,222 | $394K | 0.06% | |
| 207 | TFCTRUIST FINL CORP | 8,466 | $387K | 0.06% | |
| 208 | GPCGENUINE PARTS CO | 2,772 | $384K | 0.06% | |
| 209 | GBFISHARES TR | 3,576 | $376K | 0.06% | |
| 210 | MARWAIM ETF PRODUCTS TRUST | 11,059 | $371K | 0.06% | |
| 211 | MCDMCDONALDS CORP | 1,223 | $371K | 0.06% | |
| 212 | HIIHUNTINGTON INGALLS INDS INC | 1,288 | $370K | 0.06% | |
| 213 | AGGISHARES TR | 3,694 | $370K | 0.06% | |
| 214 | ADPAUTOMATIC DATA PROCESSING IN | 1,262 | $370K | 0.06% | |
| 215 | STIPISHARES TR | 3,562 | $368K | 0.06% | |
| 216 | RTXRTX CORPORATION | 2,200 | $368K | 0.06% | |
| 217 | NNOVINNOVATOR ETFS TRUST | 12,819 | $365K | 0.06% | |
| 218 | FTCFIRST TR EXCHANGE-TRADED ALP | 2,248 | $361K | 0.06% | |
| 219 | ARCCARES CAPITAL CORP | 17,509 | $357K | 0.06% | |
| 220 | AAPRINNOVATOR ETFS TRUST | 12,519 | $349K | 0.06% | |
| 221 | PMARINNOVATOR ETFS TRUST | 7,904 | $347K | 0.06% | |
| 222 | WECWEC ENERGY GROUP INC | 2,995 | $343K | 0.06% | |
| 223 | BXBLACKSTONE INC | 2,005 | $342K | 0.06% | |
| 224 | DECUAIM ETF PRODUCTS TRUST | 12,628 | $339K | 0.06% | |
| 225 | ZFEBINNOVATOR ETFS TRUST | 13,574 | $338K | 0.06% | |
| 226 | STRVEA SERIES TRUST | 7,820 | $337K | 0.06% | |
| 227 | IBDTISHARES TR | 13,171 | $336K | 0.06% | |
| 228 | ESGEISHARES INC | 7,723 | $335K | 0.05% | |
| 229 | GDGENERAL DYNAMICS CORP | 984 | $335K | 0.05% | |
| 230 | VNOMVIPER ENERGY INC | 8,771 | $335K | 0.05% | |
| 231 | DSIISHARES TR | 2,637 | $332K | 0.05% | |
| 232 | IWDISHARES TR | 1,626 | $331K | 0.05% | |
| 233 | BALLBALL CORP | 6,582 | $331K | 0.05% | |
| 234 | QCOMQUALCOMM INC | 1,978 | $329K | 0.05% | |
| 235 | MOALTRIA GROUP INC | 4,961 | $327K | 0.05% | |
| 236 | AJULINNOVATOR ETFS TRUST | 11,357 | $325K | 0.05% | |
| 237 | IQVIQVIA HLDGS INC | 1,704 | $323K | 0.05% | |
| 238 | FISFIDELITY NATL INFORMATION SV | 4,909 | $323K | 0.05% | |
| 239 | SYYSYSCO CORP | 3,923 | $322K | 0.05% | |
| 240 | DWDMORGAN STANLEY | 2,029 | $322K | 0.05% | |
| 241 | MUMICRON TECHNOLOGY INC | 1,924 | $321K | 0.05% | |
| 242 | MCKMCKESSON CORP | 417 | $321K | 0.05% | |
| 243 | MRKMERCK & CO INC | 3,835 | $321K | 0.05% | |
| 244 | AVUSAMERICAN CENTY ETF TR | 2,944 | $319K | 0.05% | |
| 245 | CRWDCROWDSTRIKE HLDGS INC | 652 | $319K | 0.05% | |
| 246 | ABTABBOTT LABS | 2,366 | $316K | 0.05% | |
| 247 | COPCONOCOPHILLIPS | 3,334 | $315K | 0.05% | |
| 248 | ELVELEVANCE HEALTH INC FORMERLY | 972 | $314K | 0.05% | |
| 249 | IWMISHARES TR | 1,294 | $313K | 0.05% | |
| 250 | GEGE AEROSPACE | 1,032 | $310K | 0.05% | |
| 251 | QQQMINVESCO EXCH TRADED FD TR II | 1,244 | $307K | 0.05% | |
| 252 | AVDEAMERICAN CENTY ETF TR | 3,881 | $306K | 0.05% | |
| 253 | FEZSPDR INDEX SHS FDS | 4,888 | $303K | 0.05% | |
| 254 | PDECINNOVATOR ETFS TRUST | 7,232 | $303K | 0.05% | |
| 255 | IWPISHARES TR | 2,116 | $301K | 0.05% | |
| 256 | FISVFISERV INC | 2,304 | $297K | 0.05% | |
| 257 | SRESEMPRA | 3,230 | $290K | 0.05% | |
| 258 | MDYSPDR S&P MIDCAP 400 ETF TR | 485 | $289K | 0.05% | |
| 259 | ADSKAUTODESK INC | 907 | $288K | 0.05% | |
| 260 | SCHBSCHWAB STRATEGIC TR | 11,213 | $288K | 0.05% | |
| 261 | LMTLOCKHEED MARTIN CORP | 575 | $287K | 0.05% | |
| 262 | AMLPALPS ETF TR | 6,093 | $285K | 0.05% | |
| 263 | ORLYOREILLY AUTOMOTIVE INC | 2,642 | $284K | 0.05% | |
| 264 | TLTISHARES TR | 3,162 | $282K | 0.05% | |
| 265 | BSMBLACK STONE MINERALS L P | 21,437 | $281K | 0.05% | |
| 266 | LIILENNOX INTL INC | 530 | $280K | 0.05% | |
| 267 | IJRISHARES TR | 2,363 | $280K | 0.05% | |
| 268 | RBARB GLOBAL INC | 2,532 | $274K | 0.04% | |
| 269 | PAPRINNOVATOR ETFS TRUST | 7,112 | $272K | 0.04% | |
| 270 | EJANINNOVATOR ETFS TRUST | 8,220 | $272K | 0.04% | |
| 271 | NVSNNOVARTIS AG | 2,126 | $272K | 0.04% | |
| 272 | MARTAIM ETF PRODUCTS TRUST | 7,198 | $271K | 0.04% | |
| 273 | BSXBOSTON SCIENTIFIC CORP | 2,774 | $270K | 0.04% | |
| 274 | ICVTISHARES TR | 2,705 | $270K | 0.04% | |
| 275 | VGKVANGUARD INTL EQUITY INDEX F | 3,349 | $267K | 0.04% | |
| 276 | QCJAFIRST TR EXCHNG TRADED FD VI | 12,444 | $266K | 0.04% | |
| 277 | MLMMARTIN MARIETTA MATLS INC | 417 | $262K | 0.04% | |
| 278 | SDYSPDR SERIES TRUST | 1,860 | $260K | 0.04% | |
| 279 | FVIFORTUNA MNG CORP | 28,795 | $258K | 0.04% | |
| 280 | IJHISHARES TR | 3,865 | $252K | 0.04% | |
| 281 | CIBRFIRST TR EXCHANGE TRADED FD | 3,320 | $252K | 0.04% | |
| 282 | FFEBFIRST TR EXCHNG TRADED FD VI | 4,500 | $248K | 0.04% | |
| 283 | AGFIRST MAJESTIC SILVER CORP | 20,208 | $248K | 0.04% | |
| 284 | USXFISHARES TR | 4,332 | $248K | 0.04% | |
| 285 | CRWVCOREWEAVE INC | 1,813 | $248K | 0.04% | |
| 286 | LRCXLAM RESEARCH CORP | 1,849 | $247K | 0.04% | |
| 287 | FXLFIRST TR EXCHANGE TRADED FD | 1,456 | $244K | 0.04% | |
| 288 | ITWILLINOIS TOOL WKS INC | 921 | $240K | 0.04% | |
| 289 | BABAALIBABA GROUP HLDG LTD | 1,343 | $240K | 0.04% | |
| 290 | IJULINNOVATOR ETFS TRUST | 7,328 | $239K | 0.04% | |
| 291 | LHXL3HARRIS TECHNOLOGIES INC | 783 | $239K | 0.04% | |
| 292 | SCHFSCHWAB STRATEGIC TR | 10,271 | $239K | 0.04% | |
| 293 | XLUSELECT SECTOR SPDR TR | 2,732 | $238K | 0.04% | |
| 294 | WWAYFAIR INC | 2,673 | $238K | 0.04% | |
| 295 | ESEVERSOURCE ENERGY | 3,343 | $237K | 0.04% | |
| 296 | TRVCCITIGROUP INC | 2,342 | $237K | 0.04% | |
| 297 | AOCTINNOVATOR ETFS TRUST | 9,056 | $237K | 0.04% | |
| 298 | EIXEDISON INTL | 4,263 | $235K | 0.04% | |
| 299 | BJUNINNOVATOR ETFS TRUST | 5,125 | $234K | 0.04% | |
| 300 | APPAPPLOVIN CORP | 326 | $234K | 0.04% |