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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Cypress-Wealth-Services
Data Enrichment
64% identified182 identified102 unidentified
Holdings
284 positions • $493.0M total value
Manager:
Search and click to pin securities to the top
Page 3 of 15
464285204
Shares:46.0K
Value:$2.7M
% of Portfolio:0.6% ($2.7M/$493.0M)
92204A207
Shares:12.3K
Value:$2.7M
% of Portfolio:0.5% ($2.7M/$493.0M)
00888H539
Shares:99.7K
Value:$2.5M
% of Portfolio:0.5% ($2.5M/$493.0M)
25434V724
Shares:54.8K
Value:$2.3M
% of Portfolio:0.5% ($2.3M/$493.0M)
Shares:9.4K
Value:$2.2M
% of Portfolio:0.5% ($2.2M/$493.0M)
46138E339
Shares:23.7K
Value:$2.2M
% of Portfolio:0.4% ($2.2M/$493.0M)
464288653
Shares:19.9K
Value:$2.1M
% of Portfolio:0.4% ($2.1M/$493.0M)
464287861
Shares:33.2K
Value:$1.9M
% of Portfolio:0.4% ($1.9M/$493.0M)
25434V500
Shares:31.1K
Value:$1.9M
% of Portfolio:0.4% ($1.9M/$493.0M)
45782C383
Shares:46.4K
Value:$1.9M
% of Portfolio:0.4% ($1.9M/$493.0M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip464285204)✕ | 46.0K | YoY NEW(+46.0K) | All Managers (Combined) | $2.7M | 0.6% ($2.7M/$493.0M) | YoY NEW(+$2.7M) |
(cusip92204A207)✕ | 12.3K | QoQ -2.49% (-314)YoY -6.66% (-878) | All Managers (Combined) | $2.7M | 0.5% ($2.7M/$493.0M) | |
| 4.6K | QoQ -0.39% (-18) | All Managers (Combined) | $2.6M | 0.5% ($2.6M/$493.0M) | ||
| 10.5K | QoQ -0.15% (-16)YoY +6.24% (+618) | All Managers (Combined) | $2.6M | 0.5% ($2.6M/$493.0M) | ||
Alphabet Inc.(GOOGcusip02079K107) | 16.0K | QoQ -2.90% (-479)YoY -2.54% (-417) | All Managers (Combined) | $2.5M | 0.5% ($2.5M/$493.0M) | |
| 5.3K | QoQ -2.35% (-128)YoY -9.10% (-531) | All Managers (Combined) | $2.5M | 0.5% ($2.5M/$493.0M) | ||
(cusip00888H539)✕ | 99.7K | QoQ 0.00% (-0)YoY NEW(+99.7K) | All Managers (Combined) | $2.5M | 0.5% ($2.5M/$493.0M) | YoY NEW(+$2.5M) |
| 67.5K | All Managers (Combined) | $2.5M | 0.5% ($2.5M/$493.0M) | |||
(cusip25434V724)✕ | 54.8K | All Managers (Combined) | $2.3M | 0.5% ($2.3M/$493.0M) | ||
| 9.4K | All Managers (Combined) | $2.2M | 0.5% ($2.2M/$493.0M) | |||
(cusip46138E339)✕ | 23.7K | YoY NEW(+23.7K) | All Managers (Combined) | $2.2M | 0.4% ($2.2M/$493.0M) | YoY NEW(+$2.2M) |
(cusip464288653)✕ | 19.9K | All Managers (Combined) | $2.1M | 0.4% ($2.1M/$493.0M) | ||
| 6.5K | All Managers (Combined) | $2.0M | 0.4% ($2.0M/$493.0M) | |||
(cusip464287861)✕ | 33.2K | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$493.0M) | ||
EXXON MOBIL CORP(XOMcusip30231G102) | 16.0K | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$493.0M) | ||
ELI LILLY & Co(LLYcusip532457108) | 2.3K | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$493.0M) | ||
(cusip25434V500)✕ | 31.1K | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$493.0M) | ||
(cusip45782C383)✕ | 46.4K | All Managers (Combined) | $1.9M | 0.4% ($1.9M/$493.0M) | ||
| 9.0K | YoY NEW(+9.0K) | All Managers (Combined) | $1.8M | 0.4% ($1.8M/$493.0M) | YoY NEW(+$1.8M) | |
| 6.8K | All Managers (Combined) | $1.8M | 0.4% ($1.8M/$493.0M) |