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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45782C524

Shares:27.1K

Value:$865.3K

% of Portfolio:0.2% ($865.3K/$493.0M)

45782C516

Shares:28.2K

Value:$852.4K

% of Portfolio:0.2% ($852.4K/$493.0M)

464287291

Shares:10.6K

Value:$803.1K

% of Portfolio:0.2% ($803.1K/$493.0M)

GOLDMAN SACHS GROUP INC

GS|38141G104

Shares:1.5K

Value:$795.3K

% of Portfolio:0.2% ($795.3K/$493.0M)

46432F842

IEFA|46432F842

Shares:10.4K

Value:$784.6K

% of Portfolio:0.2% ($784.6K/$493.0M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:1.8K

Value:$774.3K

% of Portfolio:0.2% ($774.3K/$493.0M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:12.5K

Value:$769.0K

% of Portfolio:0.2% ($769.0K/$493.0M)

NETFLIX INC

NFLX|64110L106

Shares:822

Value:$766.5K

% of Portfolio:0.2% ($766.5K/$493.0M)

45783Y111

Shares:30.6K

Value:$755.9K

% of Portfolio:0.2% ($755.9K/$493.0M)

464287549

Shares:8.3K

Value:$753.7K

% of Portfolio:0.2% ($753.7K/$493.0M)

00888H547

Shares:30.4K

Value:$749.7K

% of Portfolio:0.2% ($749.7K/$493.0M)

Wheaton Precious Metals Corp.

WPM|962879102

Shares:9.5K

Value:$739.2K

% of Portfolio:0.1% ($739.2K/$493.0M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.4K

Value:$735.0K

% of Portfolio:0.1% ($735.0K/$493.0M)

Walt Disney Co

DIS|254687106

Shares:7.4K

Value:$734.2K

% of Portfolio:0.1% ($734.2K/$493.0M)

45784N106

Shares:29.1K

Value:$726.6K

% of Portfolio:0.1% ($726.6K/$493.0M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:4.0K

Value:$718.2K

% of Portfolio:0.1% ($718.2K/$493.0M)

ORACLE CORP

ORCL|68389X105

Shares:5.1K

Value:$707.1K

% of Portfolio:0.1% ($707.1K/$493.0M)

Invesco California Value Municipal Income Trust

VCV|46132H106

Shares:66.0K

Value:$700.3K

% of Portfolio:0.1% ($700.3K/$493.0M)

46438F101

Shares:14.9K

Value:$698.3K

% of Portfolio:0.1% ($698.3K/$493.0M)

BECTON DICKINSON & CO

BDX|075887109

Shares:3.0K

Value:$692.3K

% of Portfolio:0.1% ($692.3K/$493.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip45782C524)✕	27.1K	QoQ 0.00% (+0) YoY -16.82% (-5.5K)	All Managers (Combined)	$865.3K	0.2% ($865.3K/$493.0M)	QoQ +5.77% (+$47.3K) YoY -14.99% (-$152.6K)
(cusip45782C516)✕	28.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$852.4K	0.2% ($852.4K/$493.0M)	QoQ +2.70% (+$22.5K) YoY +4.48% (+$36.6K)
(cusip464287291)✕	10.6K	QoQ -2.88% (-315) YoY -9.15% (-1.1K)	All Managers (Combined)	$803.1K	0.2% ($803.1K/$493.0M)	QoQ -13.20% (-$122.2K) YoY -8.02% (-$70.1K)
GOLDMAN SACHS GROUP INC(GScusip38141G104)	1.5K	QoQ +16.76% (+209) YoY +43.87% (+444)	All Managers (Combined)	$795.3K	0.2% ($795.3K/$493.0M)	QoQ +11.35% (+$81.1K) YoY +88.22% (+$372.8K)
(IEFAcusip46432F842)	10.4K	QoQ +38.81% (+2.9K) YoY +40.68% (+3.0K)	All Managers (Combined)	$784.6K	0.2% ($784.6K/$493.0M)	QoQ +49.42% (+$259.5K) YoY +43.39% (+$237.4K)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	1.8K	QoQ +3.42% (+61) YoY -3.90% (-75)	All Managers (Combined)	$774.3K	0.2% ($774.3K/$493.0M)	QoQ +2.05% (+$15.6K) YoY +1.43% (-$11.0K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	12.5K	QoQ +1.43% (+176) YoY +0.86% (+107)	All Managers (Combined)	$769.0K	0.2% ($769.0K/$493.0M)	QoQ +5.73% (+$41.7K) YoY +24.71% (+$152.4K)
NETFLIX INC(NFLXcusip64110L106)	822	QoQ -0.60% (-5) YoY +36.09% (+218)	All Managers (Combined)	$766.5K	0.2% ($766.5K/$493.0M)	QoQ +3.99% (-$29.4K) YoY +108.96% (+$399.7K)
(cusip45783Y111)✕	30.6K	QoQ 0.00% (-0) YoY NEW(+30.6K)	All Managers (Combined)	$755.9K	0.2% ($755.9K/$493.0M)	QoQ -0.75% (-$5.7K) YoY NEW(+$755.9K)
(cusip464287549)✕	8.3K	QoQ +7.23% (-561) YoY +10.33% (+779)	All Managers (Combined)	$753.7K	0.2% ($753.7K/$493.0M)	QoQ -4.75% (-$37.7K) YoY +16.08% (+$104.5K)
(cusip00888H547)✕	30.4K	QoQ 0.00% (-0) YoY NEW(+30.4K)	All Managers (Combined)	$749.7K	0.2% ($749.7K/$493.0M)	QoQ -2.68% (-$20.7K) YoY NEW(+$749.7K)
Wheaton Precious Metals Corp.(WPMcusip962879102)	9.5K	QoQ -5.01% (-503) YoY -13.82% (-1.5K)	All Managers (Combined)	$739.2K	0.1% ($739.2K/$493.0M)	QoQ +31.10% (-$175.4K) YoY +41.93% (-$218.4K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.4K	QoQ -8.00% (-122) YoY +9.35% (+120)	All Managers (Combined)	$735.0K	0.1% ($735.0K/$493.0M)	QoQ -4.71% (-$36.4K) YoY +15.82% (+$100.4K)
Walt Disney Co(DIScusip254687106)	7.4K	QoQ +2.19% (-160) YoY -4.94% (-387)	All Managers (Combined)	$734.2K	0.1% ($734.2K/$493.0M)	QoQ -9.40% (-$76.2K) YoY -23.32% (-$223.4K)
(cusip45784N106)✕	29.1K	QoQ 0.00% (-0) YoY NEW(+29.1K)	All Managers (Combined)	$726.6K	0.1% ($726.6K/$493.0M)	QoQ -0.61% (-$4.5K) YoY NEW(+$726.6K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	4.0K	QoQ +1.96% (-77) YoY +2.96% (+115)	All Managers (Combined)	$718.2K	0.1% ($718.2K/$493.0M)	QoQ -2.28% (-$16.8K) YoY +6.19% (+$41.9K)
ORACLE CORP(ORCLcusip68389X105)	5.1K	QoQ -9.48% (-530) YoY -4.63% (-246)	All Managers (Combined)	$707.1K	0.1% ($707.1K/$493.0M)	QoQ -24.05% (-$224.0K) YoY +6.15% (-$41.0K)
Invesco California Value Municipal Income Trust(VCVcusip46132H106)	66.0K	QoQ +0.60% (-394) YoY NEW(+66.0K)	All Managers (Combined)	$700.3K	0.1% ($700.3K/$493.0M)	QoQ -2.43% (-$17.5K) YoY NEW(+$700.3K)
(cusip46438F101)✕	14.9K	QoQ +21.24% (+2.6K) YoY NEW(+14.9K)	All Managers (Combined)	$698.3K	0.1% ($698.3K/$493.0M)	QoQ +6.98% (+$45.6K) YoY NEW(+$698.3K)
BECTON DICKINSON & CO(BDXcusip075887109)	3.0K	QoQ -4.03% (-127) YoY NEW(+3.0K)	All Managers (Combined)	$692.3K	0.1% ($692.3K/$493.0M)	QoQ -3.09% (-$22.1K) YoY NEW(+$692.3K)