Cypress-Wealth-Services

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AGI.TO",
  "RBA.TO",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  "VDE",
  "AXP",
  null,
  "T",
  "BLK",
  null,
  "AVGO",
  "LOW",
  "KMX",
  "ARCC",
  "BITF",
  "BSX",
  null,
  null,
  null,
  "DUK",
  "EBAY",
  null,
  "AG",
  "FCX",
  null,
  "GD",
  null,
  null,
  "AREC",
  null,
  "MUC",
  "HON",
  "HD",
  "MCD",
  "FSM",
  "FNV",
  null,
  "QCOM",
  "LAMR",
  null,
  "EMXC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "THM",
  "BKNG",
  null,
  null,
  null,
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HEFA",
  "NB.TO",
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  "TMQ",
  null,
  null,
  "IQV",
  null,
  "SVM",
  null,
  "NKX",
  null,
  null,
  null,
  "EVM",
  "RMI",
  "MA",
  null,
  "MDT",
  "MSFT",
  "FIS",
  "GPC",
  "NVS",
  null,
  "OMC",
  "BX",
  "IJR",
  "EFG",
  "ANET",
  "KKR",
  "ORCL",
  null,
  "VHT",
  null,
  null,
  null,
  "EEM",
  "IWF",
  null,
  null,
  "PEP",
  "BSM",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "GS",
  null,
  "ENB",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  null,
  null,
  "IEFA",
  null,
  "SHOP",
  "SRE",
  "RTX",
  "GLD",
  null,
  "AMT",
  "SPLG",
  "IBM",
  "SBUX",
  "TXN",
  "TMO",
  "TJX",
  "TFC",
  "UL",
  "UPS",
  "BIV",
  "VO",
  "NG",
  "VV",
  "SCHW",
  "VWO",
  null,
  null,
  null,
  null,
  "VCIT",
  null,
  "VIG",
  "VCV",
  "LYG",
  null,
  "TSM",
  "GSK",
  "ETR",
  "VYM",
  "AHR",
  null,
  "VNOM",
  null,
  "SDY",
  "FI",
  "F",
  "WEC",
  "WM",
  null,
  "PEG",
  "AMZN",
  null,
  "IVE",
  "PLUG",
  "HII",
  null,
  "SG",
  null,
  "VUG",
  "VEA",
  "VGK",
  "MGK",
  null,
  "BNDX",
  "VTEB",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WABC",
  "WFC",
  "WPM",
  "AEM",
  "SCHD",
  "DVY",
  "CHKP",
  null,
  "EIX",
  null,
  null,
  null,
  "DIA",
  null,
  null,
  null,
  "MTUM",
  null,
  "MCK",
  null,
  "ESGU",
  null,
  null,
  "ADP",
  "BALL",
  "BAC",
  "BRK-B",
  "BDX",
  "BCRX",
  null,
  "BE",
  "CAVA",
  "CVX",
  "LNG",
  "CMG",
  "CSCO",
  "KO",
  "CMCSA",
  "COP",
  "COST",
  "CRWD",
  null,
  null,
  null,
  null,
  "USMV",
  "IWB",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  null,
  "MO",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 284
Total Value: 493005599
Accession Number: 0001085146-25-002032
Form Type: 13F-HR
CIK: cypress-wealth-services
Manager Name: Cypress-Wealth-Services

Data Enrichment

64% identified

182 identified102 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

284 positions • $493.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464288596

Shares:3.8K

Value:$391.1K

% of Portfolio:0.1% ($391.1K/$493.0M)

Arista Networks, Inc.

ANET|040413205

Shares:5.0K

Value:$390.3K

% of Portfolio:0.1% ($390.3K/$493.0M)

SPDR GOLD TRUST

GLD|78463V107

Shares:1.3K

Value:$387.8K

% of Portfolio:0.1% ($387.8K/$493.0M)

FRANCO NEVADA Corp

FNV|351858105

Shares:2.4K

Value:$384.4K

% of Portfolio:0.1% ($384.4K/$493.0M)

OMNICOM GROUP INC.

OMC|681919106

Shares:4.5K

Value:$374.8K

% of Portfolio:0.1% ($374.8K/$493.0M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:1.5K

Value:$369.7K

% of Portfolio:0.1% ($369.7K/$493.0M)

Accenture plc

ACN|G1151C101

Shares:1.2K

Value:$361.4K

% of Portfolio:0.1% ($361.4K/$493.0M)

464287804

IJR|464287804

Shares:3.4K

Value:$359.0K

% of Portfolio:0.1% ($359.0K/$493.0M)

25434V203

Shares:11.4K

Value:$356.7K

% of Portfolio:0.1% ($356.7K/$493.0M)

Lloyds Banking Group plc

LYG|539439109

Shares:90.6K

Value:$346.1K

% of Portfolio:0.1% ($346.1K/$493.0M)

MCDONALDS CORP

MCD|580135101

Shares:1.1K

Value:$346.1K

% of Portfolio:0.1% ($346.1K/$493.0M)

46641Q779

Shares:6.1K

Value:$344.1K

% of Portfolio:0.1% ($344.1K/$493.0M)

NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND

NKX|670651108

Shares:27.3K

Value:$343.8K

% of Portfolio:0.1% ($343.8K/$493.0M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:8.3K

Value:$343.2K

% of Portfolio:0.1% ($343.2K/$493.0M)

BALL Corp

BALL|058498106

Shares:6.5K

Value:$337.8K

% of Portfolio:0.1% ($337.8K/$493.0M)

GENUINE PARTS CO

GPC|372460105

Shares:2.8K

Value:$335.3K

% of Portfolio:0.1% ($335.3K/$493.0M)

45782C540

Shares:8.9K

Value:$333.1K

% of Portfolio:0.1% ($333.1K/$493.0M)

46435U515

Shares:13.2K

Value:$332.7K

% of Portfolio:0.1% ($332.7K/$493.0M)

FISERV INC

FI|337738108

Shares:1.5K

Value:$330.8K

% of Portfolio:0.1% ($330.8K/$493.0M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:661

Value:$329.0K

% of Portfolio:0.1% ($329.0K/$493.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288596)✕	3.8K	QoQ 0.00% (+0) YoY -6.47% (-260)	All Managers (Combined)	$391.1K	0.1% ($391.1K/$493.0M)	QoQ +1.87% (+$7.2K) YoY -5.93% (-$24.7K)
Arista Networks, Inc.(ANETcusip040413205)	5.0K	QoQ NEW(+5.0K) YoY NEW(+5.0K)	All Managers (Combined)	$390.3K	0.1% ($390.3K/$493.0M)	QoQ NEW(+$390.3K) YoY NEW(+$390.3K)
SPDR GOLD TRUST(GLDcusip78463V107)	1.3K	QoQ -12.71% (-196) YoY -6.33% (-91)	All Managers (Combined)	$387.8K	0.1% ($387.8K/$493.0M)	QoQ +3.87% (-$14.5K) YoY +31.19% (-$92.2K)
FRANCO NEVADA Corp(FNVcusip351858105)	2.4K	QoQ -5.38% (-139) YoY -13.93% (-395)	All Managers (Combined)	$384.4K	0.1% ($384.4K/$493.0M)	QoQ +26.76% (-$81.2K) YoY +13.80% (-$46.6K)
OMNICOM GROUP INC.(OMCcusip681919106)	4.5K	QoQ -0.72% (-33) YoY +1.27% (-57)	All Managers (Combined)	$374.8K	0.1% ($374.8K/$493.0M)	QoQ -4.33% (-$17.0K) YoY -13.21% (-$57.1K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	1.5K	QoQ +1.98% (+29) YoY +11.38% (+152)	All Managers (Combined)	$369.7K	0.1% ($369.7K/$493.0M)	QoQ +15.35% (+$49.2K) YoY +45.01% (+$114.8K)
Accenture plc(ACNcusipG1151C101)	1.2K	QoQ -0.34% (-4) YoY -4.13% (-50)	All Managers (Combined)	$361.4K	0.1% ($361.4K/$493.0M)	QoQ -11.60% (-$47.4K) YoY -13.69% (-$57.4K)
(IJRcusip464287804)	3.4K	QoQ -33.93% (-1.8K) YoY -30.58% (-1.5K)	All Managers (Combined)	$359.0K	0.1% ($359.0K/$493.0M)	QoQ -40.04% (-$239.8K) YoY -34.33% (-$187.7K)
(cusip25434V203)✕	11.4K	QoQ -1.50% (-175) YoY -23.70% (-3.5K)	All Managers (Combined)	$356.7K	0.1% ($356.7K/$493.0M)	QoQ +5.33% (-$18.1K) YoY -21.16% (-$95.7K)
Lloyds Banking Group plc(LYGcusip539439109)	90.6K	QoQ -0.87% (-799) YoY -2.62% (-2.4K)	All Managers (Combined)	$346.1K	0.1% ($346.1K/$493.0M)	QoQ +39.21% (-$97.5K) YoY +43.61% (-$105.1K)
MCDONALDS CORP(MCDcusip580135101)	1.1K	QoQ +1.83% (+20) YoY +8.09% (+83)	All Managers (Combined)	$346.1K	0.1% ($346.1K/$493.0M)	QoQ +9.72% (+$30.7K) YoY +19.72% (+$57.0K)
(cusip46641Q779)✕	6.1K	QoQ NEW(+6.1K) YoY NEW(+6.1K)	All Managers (Combined)	$344.1K	0.1% ($344.1K/$493.0M)	QoQ NEW(+$344.1K) YoY NEW(+$344.1K)
NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND(NKXcusip670651108)	27.3K	QoQ +1.18% (+321) YoY NEW(+27.3K)	All Managers (Combined)	$343.8K	0.1% ($343.8K/$493.0M)	QoQ +0.78% (+$2.7K) YoY NEW(+$343.8K)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	8.3K	QoQ +0.22% (-19) YoY -1.28% (-109)	All Managers (Combined)	$343.2K	0.1% ($343.2K/$493.0M)	QoQ -4.92% (-$17.8K) YoY +4.19% (-$13.8K)
BALL Corp(BALLcusip058498106)	6.5K	QoQ -0.23% (-15) YoY +0.07% (-5)	All Managers (Combined)	$337.8K	0.1% ($337.8K/$493.0M)	QoQ -5.76% (-$20.7K) YoY -22.63% (-$98.8K)
GENUINE PARTS CO(GPCcusip372460105)	2.8K	QoQ +12.29% (+308) YoY -2.29% (-66)	All Managers (Combined)	$335.3K	0.1% ($335.3K/$493.0M)	QoQ +14.57% (+$42.7K) YoY -24.86% (-$110.9K)
(cusip45782C540)✕	8.9K	QoQ 0.00% (-0) YoY -22.85% (-2.6K)	All Managers (Combined)	$333.1K	0.1% ($333.1K/$493.0M)	QoQ -2.13% (-$7.3K) YoY -20.73% (-$87.2K)
(cusip46435U515)✕	13.2K	QoQ 0.00% (+0) YoY -8.70% (-1.3K)	All Managers (Combined)	$332.7K	0.1% ($332.7K/$493.0M)	QoQ +1.44% (+$4.7K) YoY -7.40% (-$26.6K)
FISERV INC(FIcusip337738108)	1.5K	QoQ +13.65% (+180) YoY NEW(+1.5K)	All Managers (Combined)	$330.8K	0.1% ($330.8K/$493.0M)	QoQ +22.18% (+$60.1K) YoY NEW(+$330.8K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	661	QoQ -12.56% (-95) YoY -16.32% (-129)	All Managers (Combined)	$329.0K	0.1% ($329.0K/$493.0M)	QoQ -16.36% (-$64.4K) YoY -28.35% (-$130.2K)