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 4 of 15
45784N809
Shares:63.9K
Value:$1.6M
% of Portfolio:0.3% ($1.6M/$493.0M)
09789C812
Shares:31.0K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$493.0M)
45783Y251
Shares:53.5K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$493.0M)
45782C284
Shares:50.8K
Value:$1.4M
% of Portfolio:0.3% ($1.4M/$493.0M)
45782C722
Shares:46.3K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$493.0M)
46435U218
Shares:13.6K
Value:$1.3M
% of Portfolio:0.3% ($1.3M/$493.0M)
45782C714
Shares:49.4K
Value:$1.2M
% of Portfolio:0.3% ($1.2M/$493.0M)
464288281
Shares:13.2K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$493.0M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 8.7K | QoQ -2.82% (-253)YoY -2.23% (-199) | All Managers (Combined) | $1.7M | 0.3% ($1.7M/$493.0M) | ||
CHEVRON CORP(CVXcusip166764100) | 9.7K | QoQ +0.38% (+37)YoY -0.66% (-65) | All Managers (Combined) | $1.6M | 0.3% ($1.6M/$493.0M) | |
(cusip45784N809)✕ | 63.9K | QoQ 0.00% (-0)YoY NEW(+63.9K) | All Managers (Combined) | $1.6M | 0.3% ($1.6M/$493.0M) | YoY NEW(+$1.6M) |
SHOPIFY INC.(SHOPcusip82509L107) | 16.7K | QoQ +0.89% (-147)YoY +3.94% (+632) | All Managers (Combined) | $1.6M | 0.3% ($1.6M/$493.0M) | |
| 14.9K | All Managers (Combined) | $1.6M | 0.3% ($1.6M/$493.0M) | |||
| 16.6K | All Managers (Combined) | $1.6M | 0.3% ($1.6M/$493.0M) | |||
| 31.1K | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$493.0M) | |||
| 5.5K | QoQ +3.13% (-167)YoY +6.54% (+338) | All Managers (Combined) | $1.5M | 0.3% ($1.5M/$493.0M) | ||
(cusip09789C812)✕ | 31.0K | QoQ NEW(+31.0K) YoY NEW(+31.0K) | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$493.0M) | QoQ NEW(+$1.4M) YoY NEW(+$1.4M) |
(cusip45783Y251)✕ | 53.5K | YoY NEW(+53.5K) | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$493.0M) | YoY NEW(+$1.4M) |
(cusip45782C284)✕ | 50.8K | All Managers (Combined) | $1.4M | 0.3% ($1.4M/$493.0M) | ||
(cusip45782C722)✕ | 46.3K | QoQ 0.00% (+0) | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$493.0M) | |
(cusip46435U218)✕ | 13.6K | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$493.0M) | ||
| 17.6K | All Managers (Combined) | $1.3M | 0.3% ($1.3M/$493.0M) | |||
(cusip45782C714)✕ | 49.4K | QoQ 0.00% (+0)YoY -1.28% (-645) | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$493.0M) | |
Walmart Inc.(WMTcusip931142103) | 14.1K | QoQ +0.21% (-31) | All Managers (Combined) | $1.2M | 0.3% ($1.2M/$493.0M) | |
| 3.4K | QoQ +3.44% (+114)YoY +7.87% (+250) | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$493.0M) | ||
(cusip464288281)✕ | 13.2K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$493.0M) | ||
| 26.3K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$493.0M) | |||
| 7.5K | All Managers (Combined) | $1.2M | 0.2% ($1.2M/$493.0M) |