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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RTX Corp

RTX|75513E101

Shares:2.2K

Value:$292.3K

% of Portfolio:0.1% ($292.3K/$493.0M)

45782C276

Shares:4.9K

Value:$292.0K

% of Portfolio:0.1% ($292.0K/$493.0M)

CONOCOPHILLIPS

COP|20825C104

Shares:2.8K

Value:$291.9K

% of Portfolio:0.1% ($291.9K/$493.0M)

464287796

Shares:5.8K

Value:$285.3K

% of Portfolio:0.1% ($285.3K/$493.0M)

46432F370

Shares:2.0K

Value:$284.4K

% of Portfolio:0.1% ($284.4K/$493.0M)

CARMAX INC

KMX|143130102

Shares:3.6K

Value:$283.2K

% of Portfolio:0.1% ($283.2K/$493.0M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:911

Value:$278.4K

% of Portfolio:0.1% ($278.4K/$493.0M)

45782C599

Shares:9.5K

Value:$277.5K

% of Portfolio:0.1% ($277.5K/$493.0M)

Blackstone Inc.

BX|09260D107

Shares:2.0K

Value:$276.7K

% of Portfolio:0.1% ($276.7K/$493.0M)

MCKESSON CORP

MCK|58155Q103

Shares:402

Value:$270.2K

% of Portfolio:0.1% ($270.2K/$493.0M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:5.4K

Value:$269.4K

% of Portfolio:0.1% ($269.4K/$493.0M)

78463X202

Shares:4.9K

Value:$265.9K

% of Portfolio:0.1% ($265.9K/$493.0M)

HUNTINGTON INGALLS INDUSTRIES, INC.

HII|446413106

Shares:1.3K

Value:$262.4K

% of Portfolio:0.1% ($262.4K/$493.0M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:485

Value:$258.7K

% of Portfolio:0.1% ($258.7K/$493.0M)

464287655

IWM|464287655

Shares:1.3K

Value:$257.9K

% of Portfolio:0.1% ($257.9K/$493.0M)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:2.5K

Value:$256.2K

% of Portfolio:0.1% ($256.2K/$493.0M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:3.0K

Value:$255.7K

% of Portfolio:0.1% ($255.7K/$493.0M)

45782C680

Shares:6.7K

Value:$251.7K

% of Portfolio:0.1% ($251.7K/$493.0M)

78464A763

SDY|78464A763

Shares:1.9K

Value:$251.3K

% of Portfolio:0.1% ($251.3K/$493.0M)

92203J407

BNDX|92203J407

Shares:5.1K

Value:$249.8K

% of Portfolio:0.1% ($249.8K/$493.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
RTX Corp(RTXcusip75513E101)	2.2K	QoQ +1.47% (+32) YoY NEW(+2.2K)	All Managers (Combined)	$292.3K	0.1% ($292.3K/$493.0M)	QoQ +16.13% (+$40.6K) YoY NEW(+$292.3K)
(cusip45782C276)✕	4.9K	QoQ -2.89% (-145) YoY -86.45% (-31.1K)	All Managers (Combined)	$292.0K	0.1% ($292.0K/$493.0M)	QoQ -7.15% (-$22.5K) YoY -85.89% (-$1.8M)
CONOCOPHILLIPS(COPcusip20825C104)	2.8K	QoQ +32.77% (+686) YoY +55.94% (+997)	All Managers (Combined)	$291.9K	0.1% ($291.9K/$493.0M)	QoQ +40.61% (+$84.3K) YoY +28.66% (+$65.0K)
(cusip464287796)✕	5.8K	QoQ -38.65% (-3.6K) YoY -48.41% (-5.4K)	All Managers (Combined)	$285.3K	0.1% ($285.3K/$493.0M)	QoQ -33.62% (-$144.6K) YoY -48.52% (-$268.9K)
(cusip46432F370)✕	2.0K	QoQ +0.35% (-7) YoY +1.55% (+30)	All Managers (Combined)	$284.4K	0.1% ($284.4K/$493.0M)	QoQ -1.72% (-$5.0K) YoY +3.79% (+$10.4K)
CARMAX INC(KMXcusip143130102)	3.6K	QoQ +0.55% (-20) YoY +33.79% (+918)	All Managers (Combined)	$283.2K	0.1% ($283.2K/$493.0M)	QoQ -4.16% (-$12.3K) YoY +19.68% (+$46.6K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	911	QoQ +3.40% (+30) YoY +10.15% (+84)	All Managers (Combined)	$278.4K	0.1% ($278.4K/$493.0M)	QoQ +7.96% (+$20.5K) YoY +34.81% (+$71.9K)
(cusip45782C599)✕	9.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$277.5K	0.1% ($277.5K/$493.0M)	QoQ -4.25% (-$12.3K) YoY +2.81% (+$7.6K)
Blackstone Inc.(BXcusip09260D107)	2.0K	QoQ +2.48% (-48) YoY +10.98% (+196)	All Managers (Combined)	$276.7K	0.1% ($276.7K/$493.0M)	QoQ -16.91% (-$56.3K) YoY +18.08% (+$42.4K)
MCKESSON CORP(MCKcusip58155Q103)	402	QoQ +1.51% (+6) YoY NEW(+402)	All Managers (Combined)	$270.2K	0.1% ($270.2K/$493.0M)	QoQ +19.60% (+$44.3K) YoY NEW(+$270.2K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	5.4K	QoQ NEW(+5.4K) YoY NEW(+5.4K)	All Managers (Combined)	$269.4K	0.1% ($269.4K/$493.0M)	QoQ NEW(+$269.4K) YoY NEW(+$269.4K)
(cusip78463X202)✕	4.9K	QoQ -6.89% (-362) YoY +2.88% (+137)	All Managers (Combined)	$265.9K	0.1% ($265.9K/$493.0M)	QoQ +5.21% (-$13.2K) YoY +6.53% (+$16.3K)
HUNTINGTON INGALLS INDUSTRIES, INC.(HIIcusip446413106)	1.3K	QoQ +13.70% (+155) YoY NEW(+1.3K)	All Managers (Combined)	$262.4K	0.1% ($262.4K/$493.0M)	QoQ +22.77% (+$48.7K) YoY NEW(+$262.4K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	485	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$258.7K	0.1% ($258.7K/$493.0M)	QoQ -6.33% (-$17.5K) YoY -4.11% (-$11.1K)
(IWMcusip464287655)	1.3K	QoQ -0.23% (-3) YoY +4.02% (-50)	All Managers (Combined)	$257.9K	0.1% ($257.9K/$493.0M)	QoQ -9.90% (-$28.3K) YoY -1.33% (-$3.5K)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	2.5K	QoQ +2.00% (+50) YoY NEW(+2.5K)	All Managers (Combined)	$256.2K	0.1% ($256.2K/$493.0M)	QoQ +15.20% (+$33.8K) YoY NEW(+$256.2K)
Palantir Technologies Inc.(PLTRcusip69608A108)	3.0K	QoQ NEW(+3.0K) YoY NEW(+3.0K)	All Managers (Combined)	$255.7K	0.1% ($255.7K/$493.0M)	QoQ NEW(+$255.7K) YoY NEW(+$255.7K)
(cusip45782C680)✕	6.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$251.7K	0.1% ($251.7K/$493.0M)	QoQ -1.87% (-$4.8K) YoY +6.78% (+$16.0K)
(SDYcusip78464A763)	1.9K	QoQ +0.10% (+2) YoY NEW(+1.9K)	All Managers (Combined)	$251.3K	0.1% ($251.3K/$493.0M)	QoQ +2.82% (+$6.9K) YoY NEW(+$251.3K)
(BNDXcusip92203J407)	5.1K	QoQ -0.96% (-50) YoY -19.73% (-1.3K)	All Managers (Combined)	$249.8K	0.1% ($249.8K/$493.0M)	QoQ -1.43% (-$3.6K) YoY -20.32% (-$63.8K)