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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45783Y335

Shares:12.5K

Value:$327.6K

% of Portfolio:0.1% ($327.6K/$493.0M)

Black Stone Minerals, L.P.

BSM|09225M101

Shares:21.4K

Value:$327.3K

% of Portfolio:0.1% ($327.3K/$493.0M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:2.0K

Value:$325.9K

% of Portfolio:0.1% ($325.9K/$493.0M)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:3.0K

Value:$323.7K

% of Portfolio:0.1% ($323.7K/$493.0M)

00162Q452

Shares:6.2K

Value:$321.9K

% of Portfolio:0.1% ($321.9K/$493.0M)

33735K108

Shares:2.4K

Value:$321.7K

% of Portfolio:0.1% ($321.7K/$493.0M)

464287523

Shares:1.7K

Value:$321.4K

% of Portfolio:0.1% ($321.4K/$493.0M)

45784N874

Shares:12.8K

Value:$320.7K

% of Portfolio:0.1% ($320.7K/$493.0M)

46434V639

Shares:8.2K

Value:$318.3K

% of Portfolio:0.1% ($318.3K/$493.0M)

PEPSICO INC

PEP|713448108

Shares:2.1K

Value:$317.7K

% of Portfolio:0.1% ($317.7K/$493.0M)

46435G250

Shares:6.7K

Value:$314.9K

% of Portfolio:0.1% ($314.9K/$493.0M)

GENERAL DYNAMICS CORP

GD|369550108

Shares:1.2K

Value:$314.8K

% of Portfolio:0.1% ($314.8K/$493.0M)

45782C417

Shares:8.7K

Value:$311.8K

% of Portfolio:0.1% ($311.8K/$493.0M)

33740U869

Shares:13.6K

Value:$307.4K

% of Portfolio:0.1% ($307.4K/$493.0M)

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

Shares:1.3K

Value:$304.5K

% of Portfolio:0.1% ($304.5K/$493.0M)

00888H521

Shares:12.6K

Value:$303.4K

% of Portfolio:0.1% ($303.4K/$493.0M)

AGNICO EAGLE MINES LTD

AEM|008474108

Shares:2.8K

Value:$302.1K

% of Portfolio:0.1% ($302.1K/$493.0M)

Merck & Co., Inc.

MRK|58933Y105

Shares:3.4K

Value:$301.5K

% of Portfolio:0.1% ($301.5K/$493.0M)

46435G102

Shares:3.5K

Value:$294.6K

% of Portfolio:0.1% ($294.6K/$493.0M)

464287234

EEM|464287234

Shares:6.7K

Value:$293.5K

% of Portfolio:0.1% ($293.5K/$493.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip45783Y335)✕	12.5K	QoQ 0.00% (-0) YoY NEW(+12.5K)	All Managers (Combined)	$327.6K	0.1% ($327.6K/$493.0M)	QoQ -0.72% (-$2.4K) YoY NEW(+$327.6K)
Black Stone Minerals, L.P.(BSMcusip09225M101)	21.4K	QoQ 0.00% (+0) YoY NEW(+21.4K)	All Managers (Combined)	$327.3K	0.1% ($327.3K/$493.0M)	QoQ +4.58% (+$14.4K) YoY NEW(+$327.3K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	2.0K	QoQ -0.15% (-3) YoY +26.07% (+406)	All Managers (Combined)	$325.9K	0.1% ($325.9K/$493.0M)	QoQ -16.07% (-$62.4K) YoY +53.82% (+$114.0K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	3.0K	QoQ -4.59% (-143) YoY NEW(+3.0K)	All Managers (Combined)	$323.7K	0.1% ($323.7K/$493.0M)	QoQ +10.58% (-$31.0K) YoY NEW(+$323.7K)
(cusip00162Q452)✕	6.2K	QoQ +1.42% (+87) YoY +8.45% (+483)	All Managers (Combined)	$321.9K	0.1% ($321.9K/$493.0M)	QoQ +9.38% (+$27.6K) YoY +18.69% (+$50.7K)
(cusip33735K108)✕	2.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$321.7K	0.1% ($321.7K/$493.0M)	QoQ -4.95% (-$16.8K) YoY +6.58% (+$19.9K)
(cusip464287523)✕	1.7K	QoQ +4.78% (-78) YoY +59.03% (+634)	All Managers (Combined)	$321.4K	0.1% ($321.4K/$493.0M)	QoQ -8.49% (-$29.9K) YoY +32.45% (+$78.8K)
(cusip45784N874)✕	12.8K	QoQ 0.00% (-0) YoY NEW(+12.8K)	All Managers (Combined)	$320.7K	0.1% ($320.7K/$493.0M)	QoQ -3.06% (-$10.2K) YoY NEW(+$320.7K)
(cusip46434V639)✕	8.2K	QoQ NEW(+8.2K) YoY NEW(+8.2K)	All Managers (Combined)	$318.3K	0.1% ($318.3K/$493.0M)	QoQ NEW(+$318.3K) YoY NEW(+$318.3K)
PEPSICO INC(PEPcusip713448108)	2.1K	QoQ -4.54% (-101) YoY -17.61% (-453)	All Managers (Combined)	$317.7K	0.1% ($317.7K/$493.0M)	QoQ -5.89% (-$19.9K) YoY -29.41% (-$132.4K)
(cusip46435G250)✕	6.7K	QoQ +11.69% (+700) YoY NEW(+6.7K)	All Managers (Combined)	$314.9K	0.1% ($314.9K/$493.0M)	QoQ +11.88% (+$33.4K) YoY NEW(+$314.9K)
GENERAL DYNAMICS CORP(GDcusip369550108)	1.2K	QoQ +20.56% (+197) YoY +33.99% (+293)	All Managers (Combined)	$314.8K	0.1% ($314.8K/$493.0M)	QoQ +24.67% (+$62.3K) YoY +29.33% (+$71.4K)
(cusip45782C417)✕	8.7K	QoQ NEW(+8.7K) YoY -27.78% (-3.3K)	All Managers (Combined)	$311.8K	0.1% ($311.8K/$493.0M)	QoQ NEW(+$311.8K) YoY -24.27% (-$100.0K)
(cusip33740U869)✕	13.6K	QoQ -1.76% (-244) YoY -70.16% (-31.9K)	All Managers (Combined)	$307.4K	0.1% ($307.4K/$493.0M)	QoQ +3.19% (-$9.5K) YoY -69.46% (-$699.4K)
CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKPcusipM22465104)	1.3K	QoQ -0.07% (-1) YoY NEW(+1.3K)	All Managers (Combined)	$304.5K	0.1% ($304.5K/$493.0M)	QoQ +21.98% (-$54.9K) YoY NEW(+$304.5K)
(cusip00888H521)✕	12.6K	QoQ 0.00% (-0) YoY NEW(+12.6K)	All Managers (Combined)	$303.4K	0.1% ($303.4K/$493.0M)	QoQ -2.17% (-$6.8K) YoY NEW(+$303.4K)
AGNICO EAGLE MINES LTD(AEMcusip008474108)	2.8K	QoQ 0.00% (+0) YoY NEW(+2.8K)	All Managers (Combined)	$302.1K	0.1% ($302.1K/$493.0M)	QoQ +38.61% (+$84.2K) YoY NEW(+$302.1K)
Merck & Co., Inc.(MRKcusip58933Y105)	3.4K	QoQ -7.69% (-280) YoY -1.14% (-39)	All Managers (Combined)	$301.5K	0.1% ($301.5K/$493.0M)	QoQ -16.72% (-$60.5K) YoY -32.76% (-$146.9K)
(cusip46435G102)✕	3.5K	QoQ +11.27% (+357) YoY +33.38% (+882)	All Managers (Combined)	$294.6K	0.1% ($294.6K/$493.0M)	QoQ +9.49% (+$25.5K) YoY +39.69% (+$83.7K)
(EEMcusip464287234)	6.7K	QoQ NEW(+6.7K) YoY +37.05% (+1.8K)	All Managers (Combined)	$293.5K	0.1% ($293.5K/$493.0M)	QoQ NEW(+$293.5K) YoY +45.79% (+$92.2K)