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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MICROSOFT CORP

MSFT|594918104

Shares:14.4K

Value:$5.4M

% of Portfolio:1.1% ($5.4M/$493.0M)

19762B202

Shares:176.2K

Value:$5.2M

% of Portfolio:1.1% ($5.2M/$493.0M)

922908751

VB|922908751

Shares:21.7K

Value:$4.8M

% of Portfolio:1.0% ($4.8M/$493.0M)

464288687

Shares:150.0K

Value:$4.6M

% of Portfolio:0.9% ($4.6M/$493.0M)

921943858

VEA|921943858

Shares:88.4K

Value:$4.5M

% of Portfolio:0.9% ($4.5M/$493.0M)

AMAZON COM INC

AMZN|023135106

Shares:23.4K

Value:$4.5M

% of Portfolio:0.9% ($4.5M/$493.0M)

464288588

Shares:43.5K

Value:$4.1M

% of Portfolio:0.8% ($4.1M/$493.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:26.0K

Value:$4.0M

% of Portfolio:0.8% ($4.0M/$493.0M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:4.1K

Value:$3.8M

% of Portfolio:0.8% ($3.8M/$493.0M)

NVIDIA CORP

NVDA|67066G104

Shares:35.2K

Value:$3.8M

% of Portfolio:0.8% ($3.8M/$493.0M)

92206C870

VCIT|92206C870

Shares:44.9K

Value:$3.7M

% of Portfolio:0.7% ($3.7M/$493.0M)

464288513

Shares:43.9K

Value:$3.5M

% of Portfolio:0.7% ($3.5M/$493.0M)

808524797

SCHD|808524797

Shares:113.8K

Value:$3.2M

% of Portfolio:0.6% ($3.2M/$493.0M)

46434G103

IEMG|46434G103

Shares:57.2K

Value:$3.1M

% of Portfolio:0.6% ($3.1M/$493.0M)

Tesla, Inc.

TSLA|88160R101

Shares:11.7K

Value:$3.0M

% of Portfolio:0.6% ($3.0M/$493.0M)

46435G409

Shares:98.1K

Value:$3.0M

% of Portfolio:0.6% ($3.0M/$493.0M)

464287168

DVY|464287168

Shares:21.3K

Value:$2.9M

% of Portfolio:0.6% ($2.9M/$493.0M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:25.5K

Value:$2.8M

% of Portfolio:0.6% ($2.8M/$493.0M)

46434G764

EMXC|46434G764

Shares:50.4K

Value:$2.8M

% of Portfolio:0.6% ($2.8M/$493.0M)

092528603

Shares:52.6K

Value:$2.8M

% of Portfolio:0.6% ($2.8M/$493.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MICROSOFT CORP(MSFTcusip594918104)	14.4K	QoQ +0.92% (-133) YoY +28.97% (+3.2K)	All Managers (Combined)	$5.4M	1.1% ($5.4M/$493.0M)	QoQ -10.11% (-$610.3K) YoY +15.07% (+$710.1K)
(cusip19762B202)✕	176.2K	QoQ +1.27% (+2.2K) YoY +68.85% (+71.8K)	All Managers (Combined)	$5.2M	1.1% ($5.2M/$493.0M)	QoQ +1.05% (+$54.4K) YoY +60.35% (+$2.0M)
(VBcusip922908751)	21.7K	QoQ +0.11% (-25) YoY -4.15% (-942)	All Managers (Combined)	$4.8M	1.0% ($4.8M/$493.0M)	QoQ -7.60% (-$396.8K) YoY -7.01% (-$364.0K)
(cusip464288687)✕	150.0K	QoQ -0.31% (-475) YoY -3.27% (-5.1K)	All Managers (Combined)	$4.6M	0.9% ($4.6M/$493.0M)	QoQ -2.56% (-$121.4K) YoY -7.77% (-$388.6K)
(VEAcusip921943858)	88.4K	QoQ -1.46% (-1.3K) YoY -5.27% (-4.9K)	All Managers (Combined)	$4.5M	0.9% ($4.5M/$493.0M)	QoQ +4.73% (-$203.2K) YoY -4.02% (-$188.5K)
AMAZON COM INC(AMZNcusip023135106)	23.4K	QoQ +2.03% (-468) YoY +17.75% (+3.5K)	All Managers (Combined)	$4.5M	0.9% ($4.5M/$493.0M)	QoQ -11.50% (-$579.4K) YoY +24.20% (+$868.3K)
(cusip464288588)✕	43.5K	QoQ -14.83% (-7.6K) YoY -8.26% (-3.9K)	All Managers (Combined)	$4.1M	0.8% ($4.1M/$493.0M)	QoQ -12.88% (-$603.5K) YoY -6.91% (-$303.3K)
Alphabet Inc.(GOOGLcusip02079K305)	26.0K	QoQ -1.05% (-277) YoY +9.24% (+2.2K)	All Managers (Combined)	$4.0M	0.8% ($4.0M/$493.0M)	QoQ -19.16% (-$953.7K) YoY +11.93% (+$428.8K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	4.1K	QoQ +4.16% (+162) YoY +15.98% (+559)	All Managers (Combined)	$3.8M	0.8% ($3.8M/$493.0M)	QoQ +7.51% (+$268.1K) YoY +49.76% (+$1.3M)
NVIDIA CORP(NVDAcusip67066G104)	35.2K	QoQ +8.06% (-2.6K) YoY +1377.35% (+32.9K)	All Managers (Combined)	$3.8M	0.8% ($3.8M/$493.0M)	QoQ -12.78% (-$559.8K) YoY +77.19% (+$1.7M)
(VCITcusip92206C870)	44.9K	QoQ -0.36% (-163) YoY +8.26% (+3.4K)	All Managers (Combined)	$3.7M	0.7% ($3.7M/$493.0M)	QoQ +1.48% (-$53.9K) YoY +9.94% (+$332.4K)
(cusip464288513)✕	43.9K	QoQ +0.87% (+380) YoY -4.01% (-1.8K)	All Managers (Combined)	$3.5M	0.7% ($3.5M/$493.0M)	QoQ +1.18% (+$40.5K) YoY -2.58% (-$91.9K)
(SCHDcusip808524797)	113.8K	QoQ -1.21% (-1.4K) YoY +219.13% (+78.1K)	All Managers (Combined)	$3.2M	0.6% ($3.2M/$493.0M)	QoQ +1.09% (-$34.5K) YoY +10.66% (+$306.6K)
(IEMGcusip46434G103)	57.2K	QoQ +66.23% (+22.8K) YoY +138.72% (+33.2K)	All Managers (Combined)	$3.1M	0.6% ($3.1M/$493.0M)	QoQ +71.80% (+$1.3M) YoY +149.68% (+$1.9M)
Tesla, Inc.(TSLAcusip88160R101)	11.7K	QoQ +3.73% (-422) YoY +13.80% (+1.4K)	All Managers (Combined)	$3.0M	0.6% ($3.0M/$493.0M)	QoQ -33.42% (-$1.5M) YoY +67.77% (+$1.2M)
(cusip46435G409)✕	98.1K	QoQ -12.56% (-14.1K) YoY -3.67% (-3.7K)	All Managers (Combined)	$3.0M	0.6% ($3.0M/$493.0M)	QoQ -2.24% (-$68.2K) YoY +3.41% (-$98.3K)
(DVYcusip464287168)	21.3K	QoQ -4.26% (-948) YoY -6.07% (-1.4K)	All Managers (Combined)	$2.9M	0.6% ($2.9M/$493.0M)	QoQ -2.07% (-$60.6K) YoY +2.40% (-$67.1K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	25.5K	QoQ +4.55% (-1.1K) YoY +4.23% (-1.0K)	All Managers (Combined)	$2.8M	0.6% ($2.8M/$493.0M)	QoQ -8.80% (-$270.4K) YoY -22.86% (-$829.9K)
(EMXCcusip46434G764)	50.4K	QoQ -7.59% (-4.1K) YoY +26.16% (+10.5K)	All Managers (Combined)	$2.8M	0.6% ($2.8M/$493.0M)	QoQ -8.19% (-$247.9K) YoY +20.72% (+$476.9K)
(cusip092528603)✕	52.6K	QoQ +0.82% (+433) YoY +49.57% (+17.4K)	All Managers (Combined)	$2.8M	0.6% ($2.8M/$493.0M)	QoQ +1.52% (+$41.5K) YoY +49.34% (+$911.2K)