Cypress Wealth Services, LLC Q4 2025 Filing
Filed January 14, 2026
Portfolio Value
$722.7M
Holdings
389
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (389 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | HDHOME DEPOT INC | 3,556 | $1.2M | 0.17% | |
| 102 | YJUNFIRST TR EXCHNG TRADED FD VI | 47,519 | $1.2M | 0.17% | |
| 103 | NJULINNOVATOR ETFS TRUST | 16,688 | $1.2M | 0.17% | |
| 104 | PLTRPALANTIR TECHNOLOGIES INC | 6,773 | $1.2M | 0.17% | |
| 105 | AMGNAMGEN INC | 3,654 | $1.2M | 0.17% | |
| 106 | DECWAIM ETF PRODUCTS TRUST | 34,547 | $1.2M | 0.16% | |
| 107 | VGTVANGUARD WORLD FD | 1,539 | $1.2M | 0.16% | |
| 108 | ZOCTINNOVATOR ETFS TRUST | 42,641 | $1.1M | 0.16% | |
| 109 | SDOGALPS ETF TR | 18,607 | $1.1M | 0.16% | |
| 110 | BEBLOOM ENERGY CORP | 12,669 | $1.1M | 0.15% | |
| 111 | NFLXNETFLIX INC | 11,618 | $1.1M | 0.15% | |
| 112 | ABBVABBVIE INC | 4,612 | $1.1M | 0.15% | |
| 113 | JULWAIM ETF PRODUCTS TRUST | 26,852 | $1.1M | 0.15% | |
| 114 | WABCWESTAMERICA BANCORPORATION | 21,775 | $1.0M | 0.14% | |
| 115 | VLOVALERO ENERGY CORP | 6,393 | $1.0M | 0.14% | |
| 116 | VTEBVANGUARD MUN BD FDS | 20,566 | $1.0M | 0.14% | |
| 117 | TJULINNOVATOR ETFS TRUST | 34,867 | $1.0M | 0.14% | |
| 118 | JAJLINNOVATOR ETFS TRUST | 35,448 | $1.0M | 0.14% | |
| 119 | IXNISHARES TR | 9,729 | $1.0M | 0.14% | |
| 120 | COWZPACER FDS TR | 16,761 | $1.0M | 0.14% | |
| 121 | BSCQINVESCO EXCH TRD SLF IDX FD | 50,494 | $988K | 0.14% | |
| 122 | IJHISHARES TR | 14,977 | $988K | 0.14% | |
| 123 | EFAISHARES TR | 10,117 | $971K | 0.13% | |
| 124 | BSCRINVESCO EXCH TRD SLF IDX FD | 48,627 | $959K | 0.13% | |
| 125 | KOCOCA COLA CO | 13,479 | $942K | 0.13% | |
| 126 | MAMASTERCARD INCORPORATED | 1,626 | $928K | 0.13% | |
| 127 | BSCSINVESCO EXCH TRD SLF IDX FD | 44,829 | $923K | 0.13% | |
| 128 | TXNTEXAS INSTRS INC | 5,316 | $922K | 0.13% | |
| 129 | QCOMQUALCOMM INC | 5,375 | $919K | 0.13% | |
| 130 | JEPQJ P MORGAN EXCHANGE TRADED F | 15,587 | $905K | 0.13% | |
| 131 | ANETARISTA NETWORKS INC | 6,842 | $896K | 0.12% | |
| 132 | CRMSALESFORCE INC | 3,329 | $881K | 0.12% | |
| 133 | LGLVSPDR SERIES TRUST | 5,000 | $877K | 0.12% | |
| 134 | BSCTINVESCO EXCH TRD SLF IDX FD | 46,501 | $875K | 0.12% | |
| 135 | AMATAPPLIED MATLS INC | 3,394 | $872K | 0.12% | |
| 136 | SCHWSCHWAB CHARLES CORP | 8,689 | $868K | 0.12% | |
| 137 | IBITISHARES BITCOIN TRUST ETF | 17,454 | $866K | 0.12% | |
| 138 | BLKBLACKROCK INC | 802 | $858K | 0.12% | |
| 139 | AGIALAMOS GOLD INC NEW | 22,136 | $854K | 0.12% | |
| 140 | DEDEERE & CO | 1,821 | $847K | 0.12% | |
| 141 | TJANINNOVATOR ETFS TRUST | 30,599 | $836K | 0.12% | |
| 142 | BKNGBOOKING HOLDINGS INC | 154 | $826K | 0.11% | |
| 143 | USBUS BANCORP DEL | 15,314 | $817K | 0.11% | |
| 144 | PRKPARK NATL CORP | 5,250 | $798K | 0.11% | |
| 145 | ZAUGINNOVATOR ETFS TRUST | 29,725 | $794K | 0.11% | |
| 146 | AQLTISHARES TR | 8,723 | $780K | 0.11% | |
| 147 | VCVINVESCO CALIF VALUE MUN INCO | 69,197 | $770K | 0.11% | |
| 148 | EEMISHARES TR | 14,020 | $767K | 0.11% | |
| 149 | OCTUAIM ETF PRODUCTS TRUST | 26,500 | $754K | 0.10% | |
| 150 | VTVVANGUARD INDEX FDS | 3,924 | $749K | 0.10% | |
| 151 | TMOTHERMO FISHER SCIENTIFIC INC | 1,288 | $746K | 0.10% | |
| 152 | FFORD MTR CO | 56,785 | $745K | 0.10% | |
| 153 | WPMWHEATON PRECIOUS METALS CORP | 6,339 | $744K | 0.10% | |
| 154 | IJRISHARES TR | 6,197 | $744K | 0.10% | |
| 155 | VUGVANGUARD INDEX FDS | 1,506 | $734K | 0.10% | |
| 156 | ENBENBRIDGE INC | 15,284 | $731K | 0.10% | |
| 157 | IWFISHARES TR | 1,544 | $730K | 0.10% | |
| 158 | COFCAPITAL ONE FINL CORP | 2,974 | $720K | 0.10% | |
| 159 | USMVISHARES TR | 7,635 | $718K | 0.10% | |
| 160 | ZAPRINNOVATOR ETFS TRUST | 27,741 | $715K | 0.10% | |
| 161 | JEPIJ P MORGAN EXCHANGE TRADED F | 12,267 | $702K | 0.10% | |
| 162 | VLUEISHARES TR | 5,128 | $701K | 0.10% | |
| 163 | XCEMCOLUMBIA ETF TR II | 18,292 | $701K | 0.10% | |
| 164 | EMGFISHARES INC | 11,998 | $694K | 0.10% | |
| 165 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,226 | $676K | 0.09% | |
| 166 | VDEVANGUARD WORLD FD | 5,324 | $670K | 0.09% | |
| 167 | MCDMCDONALDS CORP | 2,192 | $669K | 0.09% | |
| 168 | TAT&T INC | 26,909 | $668K | 0.09% | |
| 169 | MDTMEDTRONIC PLC | 6,926 | $665K | 0.09% | |
| 170 | DWDMORGAN STANLEY | 3,724 | $661K | 0.09% | |
| 171 | DUKDUKE ENERGY CORP NEW | 5,647 | $661K | 0.09% | |
| 172 | MUCBLACKROCK MUNIHLDNGS CALI QL | 62,439 | $661K | 0.09% | |
| 173 | IAUGINNOVATOR ETFS TRUST | 23,021 | $655K | 0.09% | |
| 174 | RTXRTX CORPORATION | 3,564 | $653K | 0.09% | |
| 175 | TJXTJX COS INC NEW | 4,249 | $652K | 0.09% | |
| 176 | XLFSELECT SECTOR SPDR TR | 11,892 | $651K | 0.09% | |
| 177 | LNGCHENIERE ENERGY INC | 3,351 | $651K | 0.09% | |
| 178 | XLGINVESCO EXCHANGE TRADED FD T | 10,970 | $650K | 0.09% | |
| 179 | GQ9SPDR GOLD TR | 1,641 | $650K | 0.09% | |
| 180 | DISDISNEY WALT CO | 5,687 | $647K | 0.09% | |
| 181 | VCSHVANGUARD SCOTTSDALE FDS | 8,086 | $644K | 0.09% | |
| 182 | BACBANK AMERICA CORP | 11,505 | $632K | 0.09% | |
| 183 | MAXJISHARES TR | 21,997 | $620K | 0.09% | |
| 184 | MUMICRON TECHNOLOGY INC | 2,171 | $619K | 0.09% | |
| 185 | LOWLOWES COS INC | 2,560 | $617K | 0.09% | |
| 186 | MAYWAIM ETF PRODUCTS TRUST | 18,314 | $614K | 0.08% | |
| 187 | EMXCISHARES INC | 8,344 | $606K | 0.08% | |
| 188 | XBFZXBLACKROCK CALIF MUN INCOME T | 56,298 | $604K | 0.08% | |
| 189 | AQLTISHARES TR | 26,205 | $603K | 0.08% | |
| 190 | ACNACCENTURE PLC IRELAND | 2,212 | $593K | 0.08% | |
| 191 | UNHUNITEDHEALTH GROUP INC | 1,783 | $588K | 0.08% | |
| 192 | CEVEATON VANCE CALIF MUN INCOM | 58,230 | $584K | 0.08% | |
| 193 | LAMRLAMAR ADVERTISING CO NEW | 4,592 | $581K | 0.08% | |
| 194 | GSKGSK PLC | 11,793 | $578K | 0.08% | |
| 195 | TFCTRUIST FINL CORP | 11,734 | $577K | 0.08% | |
| 196 | DFAUDIMENSIONAL ETF TRUST | 12,317 | $576K | 0.08% | |
| 197 | VOTVANGUARD INDEX FDS | 2,042 | $570K | 0.08% | |
| 198 | CMCSACOMCAST CORP NEW | 18,844 | $563K | 0.08% | |
| 199 | ZSEPINNOVATOR ETFS TRUST | 21,028 | $563K | 0.08% | |
| 200 | DFAIDIMENSIONAL ETF TRUST | 14,744 | $561K | 0.08% |