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

Page 5 of 15

Sort by:

00888H794

Shares:37.8K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$493.0M)

WESTAMERICA BANCORPORATION

WABC|957090103

Shares:21.8K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$493.0M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:6.6K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$493.0M)

464287150

ITOT|464287150

Shares:8.8K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$493.0M)

00162Q858

Shares:17.9K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$493.0M)

85207H104

Shares:42.8K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$493.0M)

69374H881

Shares:18.6K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$493.0M)

85207K107

Shares:85.7K

Value:$994.1K

% of Portfolio:0.2% ($994.1K/$493.0M)

45784N700

Shares:38.9K

Value:$977.9K

% of Portfolio:0.2% ($977.9K/$493.0M)

46138J825

Shares:47.2K

Value:$975.9K

% of Portfolio:0.2% ($975.9K/$493.0M)

46138J791

Shares:49.7K

Value:$967.4K

% of Portfolio:0.2% ($967.4K/$493.0M)

46138J783

Shares:48.1K

Value:$942.1K

% of Portfolio:0.2% ($942.1K/$493.0M)

Broadcom Inc.

AVGO|11135F101

Shares:5.6K

Value:$932.1K

% of Portfolio:0.2% ($932.1K/$493.0M)

46138J643

Shares:45.2K

Value:$920.6K

% of Portfolio:0.2% ($920.6K/$493.0M)

AMGEN INC

AMGN|031162100

Shares:3.0K

Value:$919.5K

% of Portfolio:0.2% ($919.5K/$493.0M)

46428Q109

Shares:29.2K

Value:$904.0K

% of Portfolio:0.2% ($904.0K/$493.0M)

78468R804

Shares:5.2K

Value:$899.1K

% of Portfolio:0.2% ($899.1K/$493.0M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:19.7K

Value:$893.2K

% of Portfolio:0.2% ($893.2K/$493.0M)

BlackRock, Inc.

BLK|09290D101

Shares:937

Value:$886.7K

% of Portfolio:0.2% ($886.7K/$493.0M)

46138J577

Shares:47.5K

Value:$881.1K

% of Portfolio:0.2% ($881.1K/$493.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip00888H794)✕	37.8K	QoQ +364.20% (+29.7K) YoY NEW(+37.8K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$493.0M)	QoQ +357.03% (+$884.4K) YoY NEW(+$1.1M)
WESTAMERICA BANCORPORATION(WABCcusip957090103)	21.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$493.0M)	QoQ -3.48% (-$39.8K) YoY +3.58% (+$38.1K)
JOHNSON & JOHNSON(JNJcusip478160104)	6.6K	QoQ +1.74% (+113) YoY -5.00% (-346)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$493.0M)	QoQ +16.68% (+$155.8K) YoY -0.40% (-$4.4K)
(ITOTcusip464287150)	8.8K	QoQ +34.03% (+2.2K) YoY +55.90% (+3.1K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$493.0M)	QoQ +27.14% (+$227.9K) YoY +64.97% (+$420.5K)
(cusip00162Q858)✕	17.9K	QoQ +0.59% (+105) YoY +3.29% (+570)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$493.0M)	QoQ +3.42% (+$34.3K) YoY +11.24% (+$104.9K)
(cusip85207H104)✕	42.8K	QoQ -0.16% (-70) YoY +4.25% (+1.7K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$493.0M)	QoQ +19.26% (-$166.5K) YoY +44.99% (+$319.8K)
(cusip69374H881)✕	18.6K	QoQ -0.19% (-37) YoY +14.77% (+2.4K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$493.0M)	QoQ -3.23% (-$34.1K) YoY +8.15% (+$77.0K)
(cusip85207K107)✕	85.7K	QoQ +15.60% (+11.6K) YoY +52.54% (+29.5K)	All Managers (Combined)	$994.1K	0.2% ($994.1K/$493.0M)	QoQ +38.96% (+$278.8K) YoY +113.45% (+$528.4K)
(cusip45784N700)✕	38.9K	QoQ 0.00% (-0) YoY NEW(+38.9K)	All Managers (Combined)	$977.9K	0.2% ($977.9K/$493.0M)	QoQ -0.43% (-$4.3K) YoY NEW(+$977.9K)
(cusip46138J825)✕	47.2K	QoQ +0.18% (+85) YoY +7.50% (+3.3K)	All Managers (Combined)	$975.9K	0.2% ($975.9K/$493.0M)	QoQ +0.32% (+$3.2K) YoY +8.81% (+$79.1K)
(cusip46138J791)✕	49.7K	QoQ +0.07% (+37) YoY +5.98% (+2.8K)	All Managers (Combined)	$967.4K	0.2% ($967.4K/$493.0M)	QoQ +0.33% (+$3.2K) YoY +7.47% (+$67.3K)
(cusip46138J783)✕	48.1K	QoQ +0.47% (+225) YoY +6.69% (+3.0K)	All Managers (Combined)	$942.1K	0.2% ($942.1K/$493.0M)	QoQ +1.03% (+$9.7K) YoY +8.35% (+$72.6K)
Broadcom Inc.(AVGOcusip11135F101)	5.6K	QoQ +3.49% (-188) YoY +1380.58% (+5.2K)	All Managers (Combined)	$932.1K	0.2% ($932.1K/$493.0M)	QoQ -25.25% (-$314.9K) YoY +86.80% (+$433.1K)
(cusip46138J643)✕	45.2K	QoQ +44.63% (+14.0K) YoY +173.74% (+28.7K)	All Managers (Combined)	$920.6K	0.2% ($920.6K/$493.0M)	QoQ +46.21% (+$291.0K) YoY +177.56% (+$588.9K)
AMGEN INC(AMGNcusip031162100)	3.0K	QoQ +0.99% (+29) YoY -2.99% (-91)	All Managers (Combined)	$919.5K	0.2% ($919.5K/$493.0M)	QoQ +20.71% (+$157.8K) YoY +6.31% (-$54.6K)
(cusip46428Q109)✕	29.2K	QoQ 0.00% (+0) YoY NEW(+29.2K)	All Managers (Combined)	$904.0K	0.2% ($904.0K/$493.0M)	QoQ +17.69% (+$135.9K) YoY NEW(+$904.0K)
(cusip78468R804)✕	5.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$899.1K	0.2% ($899.1K/$493.0M)	QoQ +5.34% (+$45.6K) YoY +11.75% (+$94.5K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	19.7K	QoQ -1.54% (-310) YoY +1.67% (+325)	All Managers (Combined)	$893.2K	0.2% ($893.2K/$493.0M)	QoQ +11.66% (-$93.3K) YoY +9.91% (+$80.6K)
BlackRock, Inc.(BLKcusip09290D101)	937	QoQ -6.67% (-67) YoY NEW(+937)	All Managers (Combined)	$886.7K	0.2% ($886.7K/$493.0M)	QoQ -13.85% (-$142.6K) YoY NEW(+$886.7K)
(cusip46138J577)✕	47.5K	QoQ NEW(+47.5K) YoY NEW(+47.5K)	All Managers (Combined)	$881.1K	0.2% ($881.1K/$493.0M)	QoQ NEW(+$881.1K) YoY NEW(+$881.1K)