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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RB GLOBAL INC.

RBA.TO|74935Q107

Shares:2.5K

Value:$249.0K

% of Portfolio:0.1% ($249.0K/$493.0M)

EDISON INTERNATIONAL

EIX|281020107

Shares:4.2K

Value:$246.8K

% of Portfolio:0.1% ($246.8K/$493.0M)

Sweetgreen, Inc.

SG|87043Q108

Shares:9.8K

Value:$245.0K

% of Portfolio:0.0% ($245.0K/$493.0M)

02072L680

Shares:6.8K

Value:$243.9K

% of Portfolio:0.0% ($243.9K/$493.0M)

Bloom Energy Corp

BE|093712107

Shares:12.4K

Value:$243.5K

% of Portfolio:0.0% ($243.5K/$493.0M)

EBAY INC

EBAY|278642103

Shares:3.5K

Value:$237.1K

% of Portfolio:0.0% ($237.1K/$493.0M)

78464A839

Shares:3.0K

Value:$234.8K

% of Portfolio:0.0% ($234.8K/$493.0M)

45782C474

Shares:6.5K

Value:$232.7K

% of Portfolio:0.0% ($232.7K/$493.0M)

922042874

VGK|922042874

Shares:3.3K

Value:$231.9K

% of Portfolio:0.0% ($231.9K/$493.0M)

46429B655

Shares:4.5K

Value:$228.4K

% of Portfolio:0.0% ($228.4K/$493.0M)

46435GAA0

Shares:9.4K

Value:$227.6K

% of Portfolio:0.0% ($227.6K/$493.0M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:641

Value:$226.0K

% of Portfolio:0.0% ($226.0K/$493.0M)

FREEPORT-MCMORAN INC

FCX|35671D857

Shares:6.0K

Value:$225.5K

% of Portfolio:0.0% ($225.5K/$493.0M)

464287507

IJH|464287507

Shares:3.9K

Value:$225.5K

% of Portfolio:0.0% ($225.5K/$493.0M)

45784N601

Shares:9.1K

Value:$224.8K

% of Portfolio:0.0% ($224.8K/$493.0M)

92204A504

VHT|92204A504

Shares:838

Value:$221.8K

% of Portfolio:0.0% ($221.8K/$493.0M)

IQVIA HOLDINGS INC.

IQV|46266C105

Shares:1.3K

Value:$221.4K

% of Portfolio:0.0% ($221.4K/$493.0M)

NOVARTIS AG

NVS|66987V109

Shares:2.0K

Value:$221.2K

% of Portfolio:0.0% ($221.2K/$493.0M)

Fidelity National Information Services, Inc.

FIS|31620M106

Shares:3.0K

Value:$220.5K

% of Portfolio:0.0% ($220.5K/$493.0M)

SEMPRA

SRE|816851109

Shares:3.1K

Value:$220.2K

% of Portfolio:0.0% ($220.2K/$493.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
RB GLOBAL INC.(RBA.TOcusip74935Q107)	2.5K	QoQ -0.20% (-5) YoY NEW(+2.5K)	All Managers (Combined)	$249.0K	0.1% ($249.0K/$493.0M)	QoQ +10.96% (-$24.6K) YoY NEW(+$249.0K)
EDISON INTERNATIONAL(EIXcusip281020107)	4.2K	QoQ -4.27% (-187) YoY -40.70% (-2.9K)	All Managers (Combined)	$246.8K	0.1% ($246.8K/$493.0M)	QoQ -29.36% (-$102.6K) YoY -50.60% (-$252.9K)
Sweetgreen, Inc.(SGcusip87043Q108)	9.8K	QoQ +16.26% (-1.4K) YoY NEW(+9.8K)	All Managers (Combined)	$245.0K	0.0% ($245.0K/$493.0M)	QoQ -9.26% (-$25.0K) YoY NEW(+$245.0K)
(cusip02072L680)✕	6.8K	QoQ +0.28% (-19) YoY NEW(+6.8K)	All Managers (Combined)	$243.9K	0.0% ($243.9K/$493.0M)	QoQ -4.33% (-$11.0K) YoY NEW(+$243.9K)
Bloom Energy Corp(BEcusip093712107)	12.4K	QoQ 0.00% (-0) YoY NEW(+12.4K)	All Managers (Combined)	$243.5K	0.0% ($243.5K/$493.0M)	QoQ -11.48% (-$31.6K) YoY NEW(+$243.5K)
EBAY INC(EBAYcusip278642103)	3.5K	QoQ +0.37% (+13) YoY NEW(+3.5K)	All Managers (Combined)	$237.1K	0.0% ($237.1K/$493.0M)	QoQ +9.74% (+$21.1K) YoY NEW(+$237.1K)
(cusip78464A839)✕	3.0K	QoQ -2.08% (-65) YoY -22.99% (-910)	All Managers (Combined)	$234.8K	0.0% ($234.8K/$493.0M)	QoQ -5.93% (-$14.8K) YoY -21.92% (-$66.0K)
(cusip45782C474)✕	6.5K	QoQ 0.00% (-0) YoY -33.51% (-3.3K)	All Managers (Combined)	$232.7K	0.0% ($232.7K/$493.0M)	QoQ -4.31% (-$10.5K) YoY -32.81% (-$113.7K)
(VGKcusip922042874)	3.3K	QoQ +0.33% (+11) YoY -2.48% (-84)	All Managers (Combined)	$231.9K	0.0% ($231.9K/$493.0M)	QoQ +10.98% (+$23.0K) YoY +1.67% (-$3.8K)
(cusip46429B655)✕	4.5K	QoQ -9.95% (-495) YoY -79.86% (-17.7K)	All Managers (Combined)	$228.4K	0.0% ($228.4K/$493.0M)	QoQ -9.65% (-$24.4K) YoY -79.86% (-$906.3K)
(cusip46435GAA0)✕	9.4K	QoQ -11.56% (-1.2K) YoY -13.95% (-1.5K)	All Managers (Combined)	$227.6K	0.0% ($227.6K/$493.0M)	QoQ -11.04% (-$28.3K) YoY -12.65% (-$33.0K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	641	QoQ +8.46% (+50) YoY NEW(+641)	All Managers (Combined)	$226.0K	0.0% ($226.0K/$493.0M)	QoQ +11.76% (+$23.8K) YoY NEW(+$226.0K)
FREEPORT-MCMORAN INC(FCXcusip35671D857)	6.0K	QoQ +3.76% (+216) YoY NEW(+6.0K)	All Managers (Combined)	$225.5K	0.0% ($225.5K/$493.0M)	QoQ +3.16% (+$6.9K) YoY NEW(+$225.5K)
(IJHcusip464287507)	3.9K	QoQ 0.00% (-0) YoY -0.12% (-5)	All Managers (Combined)	$225.5K	0.0% ($225.5K/$493.0M)	QoQ -6.35% (-$15.3K) YoY -4.05% (-$9.5K)
(cusip45784N601)✕	9.1K	QoQ 0.00% (-0) YoY NEW(+9.1K)	All Managers (Combined)	$224.8K	0.0% ($224.8K/$493.0M)	QoQ -0.12% (-$287) YoY NEW(+$224.8K)
(VHTcusip92204A504)	838	QoQ -6.57% (-59) YoY -10.75% (-101)	All Managers (Combined)	$221.8K	0.0% ($221.8K/$493.0M)	QoQ -2.51% (-$5.7K) YoY -12.65% (-$32.1K)
IQVIA HOLDINGS INC.(IQVcusip46266C105)	1.3K	QoQ +1.04% (-13) YoY +14.07% (-155)	All Managers (Combined)	$221.4K	0.0% ($221.4K/$493.0M)	QoQ -9.34% (-$22.8K) YoY -20.47% (-$57.0K)
NOVARTIS AG(NVScusip66987V109)	2.0K	QoQ NEW(+2.0K) YoY -4.79% (-100)	All Managers (Combined)	$221.2K	0.0% ($221.2K/$493.0M)	QoQ NEW(+$221.2K) YoY +9.71% (-$19.6K)
Fidelity National Information Services, Inc.(FIScusip31620M106)	3.0K	QoQ -0.03% (-1) YoY -27.92% (-1.1K)	All Managers (Combined)	$220.5K	0.0% ($220.5K/$493.0M)	QoQ -7.57% (-$18.1K) YoY -27.43% (-$83.4K)
SEMPRA(SREcusip816851109)	3.1K	QoQ -3.13% (-100) YoY +4.39% (+130)	All Managers (Combined)	$220.2K	0.0% ($220.2K/$493.0M)	QoQ -21.19% (-$59.2K) YoY +3.72% (+$7.9K)