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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33740F763

Shares:4.5K

Value:$219.6K

% of Portfolio:0.0% ($219.6K/$493.0M)

UNILEVER PLC

UL|904767704

Shares:3.7K

Value:$217.7K

% of Portfolio:0.0% ($217.7K/$493.0M)

ADOBE INC.

ADBE|00724F101

Shares:567

Value:$217.5K

% of Portfolio:0.0% ($217.5K/$493.0M)

81369Y886

Shares:2.7K

Value:$215.2K

% of Portfolio:0.0% ($215.2K/$493.0M)

FORTUNA MINING CORP.

FSM|349942102

Shares:35.2K

Value:$215.0K

% of Portfolio:0.0% ($215.0K/$493.0M)

46435UAA9

Shares:8.9K

Value:$214.4K

% of Portfolio:0.0% ($214.4K/$493.0M)

33733E104

Shares:2.4K

Value:$212.1K

% of Portfolio:0.0% ($212.1K/$493.0M)

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:2.6K

Value:$211.4K

% of Portfolio:0.0% ($211.4K/$493.0M)

33734X846

Shares:3.3K

Value:$209.2K

% of Portfolio:0.0% ($209.2K/$493.0M)

33739P863

Shares:4.3K

Value:$207.9K

% of Portfolio:0.0% ($207.9K/$493.0M)

45782C755

Shares:5.1K

Value:$207.6K

% of Portfolio:0.0% ($207.6K/$493.0M)

46138G649

Shares:1.1K

Value:$206.8K

% of Portfolio:0.0% ($206.8K/$493.0M)

QUALCOMM INC/DE

QCOM|747525103

Shares:1.3K

Value:$203.6K

% of Portfolio:0.0% ($203.6K/$493.0M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:5.9K

Value:$201.2K

% of Portfolio:0.0% ($201.2K/$493.0M)

FIRST MAJESTIC SILVER CORP

AG|32076V103

Shares:24.0K

Value:$160.5K

% of Portfolio:0.0% ($160.5K/$493.0M)

BIOCRYST PHARMACEUTICALS INC

BCRX|09058V103

Shares:20.0K

Value:$150.0K

% of Portfolio:0.0% ($150.0K/$493.0M)

SILVERCORP METALS INC

SVM|82835P103

Shares:34.1K

Value:$132.1K

% of Portfolio:0.0% ($132.1K/$493.0M)

INTERNATIONAL TOWER HILL MINES LTD

THM|46050R102

Shares:129.7K

Value:$82.0K

% of Portfolio:0.0% ($82.0K/$493.0M)

Bitfarms Ltd

BITF|09173B107

Shares:75.2K

Value:$59.2K

% of Portfolio:0.0% ($59.2K/$493.0M)

NOVAGOLD RESOURCES INC

NG|66987E206

Shares:20.2K

Value:$59.0K

% of Portfolio:0.0% ($59.0K/$493.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33740F763)✕	4.5K	QoQ 0.00% (-0) YoY -59.25% (-6.5K)	All Managers (Combined)	$219.6K	0.0% ($219.6K/$493.0M)	QoQ -1.96% (-$4.4K) YoY -56.08% (-$280.4K)
UNILEVER PLC(ULcusip904767704)	3.7K	QoQ -0.78% (-29) YoY NEW(+3.7K)	All Managers (Combined)	$217.7K	0.0% ($217.7K/$493.0M)	QoQ +4.18% (-$8.7K) YoY NEW(+$217.7K)
ADOBE INC.(ADBEcusip00724F101)	567	QoQ +1.25% (-7) YoY +18.37% (-88)	All Managers (Combined)	$217.5K	0.0% ($217.5K/$493.0M)	QoQ -12.67% (-$31.6K) YoY -10.04% (-$24.3K)
(cusip81369Y886)✕	2.7K	QoQ 0.00% (+0) YoY NEW(+2.7K)	All Managers (Combined)	$215.2K	0.0% ($215.2K/$493.0M)	QoQ +4.17% (+$8.6K) YoY NEW(+$215.2K)
FORTUNA MINING CORP.(FSMcusip349942102)	35.2K	QoQ 0.00% (+0) YoY NEW(+35.2K)	All Managers (Combined)	$215.0K	0.0% ($215.0K/$493.0M)	QoQ +42.19% (+$63.8K) YoY NEW(+$215.0K)
(cusip46435UAA9)✕	8.9K	QoQ 0.00% (+0) YoY -21.62% (-2.4K)	All Managers (Combined)	$214.4K	0.0% ($214.4K/$493.0M)	QoQ +0.91% (+$2.0K) YoY -20.36% (-$54.8K)
(cusip33733E104)✕	2.4K	QoQ 0.00% (+0) YoY -14.18% (-391)	All Managers (Combined)	$212.1K	0.0% ($212.1K/$493.0M)	QoQ +2.07% (+$4.3K) YoY -10.18% (-$24.0K)
PUBLIC SERVICE ENTERPRISE GROUP INC(PEGcusip744573106)	2.6K	QoQ -0.73% (-19) YoY NEW(+2.6K)	All Managers (Combined)	$211.4K	0.0% ($211.4K/$493.0M)	QoQ -3.31% (-$7.2K) YoY NEW(+$211.4K)
(cusip33734X846)✕	3.3K	QoQ 0.00% (-0) YoY NEW(+3.3K)	All Managers (Combined)	$209.2K	0.0% ($209.2K/$493.0M)	QoQ -0.70% (-$1.5K) YoY NEW(+$209.2K)
(cusip33739P863)✕	4.3K	QoQ +0.77% (-33) YoY +0.77% (-33)	All Managers (Combined)	$207.9K	0.0% ($207.9K/$493.0M)	QoQ -0.90% (-$1.9K) YoY -1.46% (-$3.1K)
(cusip45782C755)✕	5.1K	QoQ 0.00% (-0) YoY NEW(+5.1K)	All Managers (Combined)	$207.6K	0.0% ($207.6K/$493.0M)	QoQ -2.45% (-$5.2K) YoY NEW(+$207.6K)
(cusip46138G649)✕	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$206.8K	0.0% ($206.8K/$493.0M)	QoQ NEW(+$206.8K) YoY NEW(+$206.8K)
QUALCOMM INC/DE(QCOMcusip747525103)	1.3K	QoQ NEW(+1.3K) YoY NEW(+1.3K)	All Managers (Combined)	$203.6K	0.0% ($203.6K/$493.0M)	QoQ NEW(+$203.6K) YoY NEW(+$203.6K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	5.9K	QoQ NEW(+5.9K) YoY NEW(+5.9K)	All Managers (Combined)	$201.2K	0.0% ($201.2K/$493.0M)	QoQ NEW(+$201.2K) YoY NEW(+$201.2K)
FIRST MAJESTIC SILVER CORP(AGcusip32076V103)	24.0K	QoQ -2.04% (-500) YoY 0.00% (+0)	All Managers (Combined)	$160.5K	0.0% ($160.5K/$493.0M)	QoQ +19.36% (-$26.0K) YoY +13.77% (+$19.4K)
BIOCRYST PHARMACEUTICALS INC(BCRXcusip09058V103)	20.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$150.0K	0.0% ($150.0K/$493.0M)	QoQ -0.26% (-$400) YoY +47.63% (+$48.4K)
SILVERCORP METALS INC(SVMcusip82835P103)	34.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$132.1K	0.0% ($132.1K/$493.0M)	QoQ +28.99% (+$29.7K) YoY +18.71% (+$20.8K)
INTERNATIONAL TOWER HILL MINES LTD(THMcusip46050R102)	129.7K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$82.0K	0.0% ($82.0K/$493.0M)	QoQ +38.77% (+$22.9K) YoY -8.33% (-$7.5K)
Bitfarms Ltd(BITFcusip09173B107)	75.2K	QoQ 0.00% (-0) YoY -4.38% (-3.5K)	All Managers (Combined)	$59.2K	0.0% ($59.2K/$493.0M)	QoQ -47.10% (-$52.7K) YoY -66.20% (-$116.0K)
NOVAGOLD RESOURCES INC(NGcusip66987E206)	20.2K	QoQ +1.50% (-300) YoY NEW(+20.2K)	All Managers (Combined)	$59.0K	0.0% ($59.0K/$493.0M)	QoQ -10.99% (-$7.3K) YoY NEW(+$59.0K)