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 |
|---|---|---|---|---|---|
| 201 | PEPPEPSICO INC | 3,905 | $560K | 0.08% | |
| 202 | BIVVANGUARD BD INDEX FDS | 7,056 | $549K | 0.08% | |
| 203 | GBTCGRAYSCALE BITCOIN TRUST ETF | 7,912 | $540K | 0.07% | |
| 204 | HONHONEYWELL INTL INC | 2,744 | $535K | 0.07% | |
| 205 | SOXXISHARES TR | 1,752 | $527K | 0.07% | |
| 206 | LCTUBLACKROCK ETF TRUST | 7,048 | $522K | 0.07% | |
| 207 | IWMISHARES TR | 2,060 | $507K | 0.07% | |
| 208 | SYSBISHARES TR | 5,631 | $505K | 0.07% | |
| 209 | DDFDINNOVATOR ETFS TRUST | 26,316 | $503K | 0.07% | |
| 210 | APRWAIM ETF PRODUCTS TRUST | 14,336 | $499K | 0.07% | |
| 211 | LMTLOCKHEED MARTIN CORP | 1,012 | $489K | 0.07% | |
| 212 | WMWASTE MGMT INC DEL | 2,229 | $489K | 0.07% | |
| 213 | AVUVAMERICAN CENTY ETF TR | 4,666 | $475K | 0.07% | |
| 214 | LYGLLOYDS BANKING GROUP PLC | 89,676 | $475K | 0.07% | |
| 215 | XLUSELECT SECTOR SPDR TR | 10,947 | $467K | 0.06% | |
| 216 | RMIRIVERNORTH OPPORTUNISTIC MUN | 32,500 | $465K | 0.06% | |
| 217 | SBUXSTARBUCKS CORP | 5,507 | $463K | 0.06% | |
| 218 | BDXBECTON DICKINSON & CO | 2,375 | $460K | 0.06% | |
| 219 | ORLYOREILLY AUTOMOTIVE INC | 4,974 | $453K | 0.06% | |
| 220 | GNMAISHARES TR | 10,121 | $450K | 0.06% | |
| 221 | PAUGINNOVATOR ETFS TRUST | 10,266 | $444K | 0.06% | |
| 222 | IWDISHARES TR | 2,096 | $440K | 0.06% | |
| 223 | AEMAGNICO EAGLE MINES LTD | 2,578 | $437K | 0.06% | |
| 224 | HIIHUNTINGTON INGALLS INDS INC | 1,277 | $434K | 0.06% | |
| 225 | KKRKKR & CO INC | 3,383 | $431K | 0.06% | |
| 226 | ITWILLINOIS TOOL WKS INC | 1,747 | $430K | 0.06% | |
| 227 | IFRAISHARES TR | 8,189 | $430K | 0.06% | |
| 228 | PFEPFIZER INC | 17,225 | $428K | 0.06% | |
| 229 | SIZEISHARES TR | 2,627 | $424K | 0.06% | |
| 230 | RYROYAL BK CDA | 2,487 | $424K | 0.06% | |
| 231 | MOALTRIA GROUP INC | 7,325 | $422K | 0.06% | |
| 232 | DFACDIMENSIONAL ETF TRUST | 10,624 | $420K | 0.06% | |
| 233 | JMOMJ P MORGAN EXCHANGE TRADED F | 6,148 | $418K | 0.06% | |
| 234 | VTVANGUARD INTL EQUITY INDEX F | 2,917 | $411K | 0.06% | |
| 235 | XLISELECT SECTOR SPDR TR | 2,647 | $410K | 0.06% | |
| 236 | SYYSYSCO CORP | 5,517 | $406K | 0.06% | |
| 237 | PJUNINNOVATOR ETFS TRUST | 9,684 | $405K | 0.06% | |
| 238 | FISFIDELITY NATL INFORMATION SV | 6,086 | $404K | 0.06% | |
| 239 | AMDADVANCED MICRO DEVICES INC | 1,874 | $401K | 0.06% | |
| 240 | NSCNORFOLK SOUTHN CORP | 1,384 | $399K | 0.06% | |
| 241 | COPCONOCOPHILLIPS | 4,250 | $397K | 0.05% | |
| 242 | ESGEISHARES INC | 8,977 | $396K | 0.05% | |
| 243 | OMCOMNICOM GROUP INC | 4,855 | $392K | 0.05% | |
| 244 | HDVISHARES TR | 3,224 | $392K | 0.05% | |
| 245 | VBRVANGUARD INDEX FDS | 1,844 | $390K | 0.05% | |
| 246 | IQVIQVIA HLDGS INC | 1,700 | $383K | 0.05% | |
| 247 | MCKMCKESSON CORP | 468 | $383K | 0.05% | |
| 248 | AZNASTRAZENECA PLC | 4,146 | $381K | 0.05% | |
| 249 | TRVCCITIGROUP INC | 3,257 | $380K | 0.05% | |
| 250 | MARWAIM ETF PRODUCTS TRUST | 11,059 | $379K | 0.05% | |
| 251 | AMTAMERICAN TOWER CORP NEW | 2,132 | $374K | 0.05% | |
| 252 | ETRENTERGY CORP NEW | 4,038 | $373K | 0.05% | |
| 253 | ABTABBOTT LABS | 2,955 | $370K | 0.05% | |
| 254 | ISRGINTUITIVE SURGICAL INC | 648 | $367K | 0.05% | |
| 255 | NNOVINNOVATOR ETFS TRUST | 12,819 | $367K | 0.05% | |
| 256 | ADPAUTOMATIC DATA PROCESSING IN | 1,420 | $365K | 0.05% | |
| 257 | VNQVANGUARD INDEX FDS | 4,097 | $362K | 0.05% | |
| 258 | GEGE AEROSPACE | 1,172 | $361K | 0.05% | |
| 259 | FTCFIRST TR EXCHANGE-TRADED ALP | 2,248 | $359K | 0.05% | |
| 260 | NVSNNOVARTIS AG | 2,606 | $359K | 0.05% | |
| 261 | AAPRINNOVATOR ETFS TRUST | 12,519 | $355K | 0.05% | |
| 262 | PMARINNOVATOR ETFS TRUST | 7,904 | $355K | 0.05% | |
| 263 | BNDVANGUARD BD INDEX FDS | 4,743 | $351K | 0.05% | |
| 264 | BALLBALL CORP | 6,595 | $349K | 0.05% | |
| 265 | XLYSELECT SECTOR SPDR TR | 2,906 | $347K | 0.05% | |
| 266 | DECUAIM ETF PRODUCTS TRUST | 12,628 | $345K | 0.05% | |
| 267 | ZFEBINNOVATOR ETFS TRUST | 13,574 | $344K | 0.05% | |
| 268 | TLTISHARES TR | 3,955 | $344K | 0.05% | |
| 269 | ADBEADOBE INC | 974 | $340K | 0.05% | |
| 270 | IBDTISHARES TR | 13,171 | $335K | 0.05% | |
| 271 | WECWEC ENERGY GROUP INC | 3,167 | $333K | 0.05% | |
| 272 | DSIISHARES TR | 2,585 | $333K | 0.05% | |
| 273 | MLMMARTIN MARIETTA MATLS INC | 536 | $333K | 0.05% | |
| 274 | SBCSABRA HEALTH CARE REIT INC | 17,536 | $332K | 0.05% | |
| 275 | AJULINNOVATOR ETFS TRUST | 11,357 | $330K | 0.05% | |
| 276 | FEZSPDR INDEX SHS FDS | 5,137 | $330K | 0.05% | |
| 277 | AVUSAMERICAN CENTY ETF TR | 2,944 | $329K | 0.05% | |
| 278 | EBAEBAY INC. | 3,779 | $329K | 0.05% | |
| 279 | SFLRINNOVATOR ETFS TRUST | 8,936 | $329K | 0.05% | |
| 280 | GDGENERAL DYNAMICS CORP | 980 | $329K | 0.05% | |
| 281 | CLCOLGATE PALMOLIVE CO | 4,158 | $328K | 0.05% | |
| 282 | SYKSTRYKER CORPORATION | 933 | $327K | 0.05% | |
| 283 | BKBANK NEW YORK MELLON CORP | 2,811 | $326K | 0.05% | |
| 284 | FNVFRANCO NEV CORP | 1,561 | $323K | 0.04% | |
| 285 | SDYSPDR SERIES TRUST | 2,312 | $321K | 0.04% | |
| 286 | STENISHARES TR | 12,510 | $319K | 0.04% | |
| 287 | AVDEAMERICAN CENTY ETF TR | 3,881 | $319K | 0.04% | |
| 288 | XLESELECT SECTOR SPDR TR | 7,045 | $314K | 0.04% | |
| 289 | PDECINNOVATOR ETFS TRUST | 7,232 | $313K | 0.04% | |
| 290 | LRCXLAM RESEARCH CORP | 1,830 | $313K | 0.04% | |
| 291 | VBKVANGUARD INDEX FDS | 1,035 | $312K | 0.04% | |
| 292 | FCXFREEPORT-MCMORAN INC | 6,161 | $312K | 0.04% | |
| 293 | APDAIR PRODS & CHEMS INC | 1,260 | $311K | 0.04% | |
| 294 | XLFISELECT SECTOR SPDR TR | 4,010 | $311K | 0.04% | |
| 295 | ADIANALOG DEVICES INC | 1,144 | $310K | 0.04% | |
| 296 | SHELSHELL PLC | 4,211 | $309K | 0.04% | |
| 297 | BXBLACKSTONE INC | 1,998 | $308K | 0.04% | |
| 298 | CRWDCROWDSTRIKE HLDGS INC | 655 | $307K | 0.04% | |
| 299 | AGGISHARES TR | 3,069 | $306K | 0.04% | |
| 300 | SRESEMPRA | 3,428 | $302K | 0.04% |