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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American Healthcare REIT, Inc.

AHR|398182303

Shares:19.2K

Value:$582.9K

% of Portfolio:0.1% ($582.9K/$493.0M)

FORD MOTOR CO

F|345370860

Shares:57.6K

Value:$578.1K

% of Portfolio:0.1% ($578.1K/$493.0M)

HOME DEPOT, INC.

HD|437076102

Shares:1.6K

Value:$576.9K

% of Portfolio:0.1% ($576.9K/$493.0M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:2.6K

Value:$573.3K

% of Portfolio:0.1% ($573.3K/$493.0M)

BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC.

MUC|09254L107

Shares:53.2K

Value:$570.2K

% of Portfolio:0.1% ($570.2K/$493.0M)

921937819

BIV|921937819

Shares:7.3K

Value:$558.8K

% of Portfolio:0.1% ($558.8K/$493.0M)

Booking Holdings Inc.

BKNG|09857L108

Shares:117

Value:$539.7K

% of Portfolio:0.1% ($539.7K/$493.0M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:1.8K

Value:$532.0K

% of Portfolio:0.1% ($532.0K/$493.0M)

LAMAR ADVERTISING CO/NEW

LAMR|512816109

Shares:4.7K

Value:$529.5K

% of Portfolio:0.1% ($529.5K/$493.0M)

922908769

VTI|922908769

Shares:1.9K

Value:$527.0K

% of Portfolio:0.1% ($527.0K/$493.0M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:4.3K

Value:$520.1K

% of Portfolio:0.1% ($520.1K/$493.0M)

389637109

Shares:7.9K

Value:$515.6K

% of Portfolio:0.1% ($515.6K/$493.0M)

PROCTER & GAMBLE Co

PG|742718109

Shares:3.0K

Value:$515.6K

% of Portfolio:0.1% ($515.6K/$493.0M)

46435U713

Shares:11.4K

Value:$513.9K

% of Portfolio:0.1% ($513.9K/$493.0M)

46429B267

Shares:22.1K

Value:$508.0K

% of Portfolio:0.1% ($508.0K/$493.0M)

LOWES COMPANIES INC

LOW|548661107

Shares:2.1K

Value:$492.3K

% of Portfolio:0.1% ($492.3K/$493.0M)

464288109

Shares:6.0K

Value:$490.2K

% of Portfolio:0.1% ($490.2K/$493.0M)

25434V104

Shares:12.7K

Value:$489.4K

% of Portfolio:0.1% ($489.4K/$493.0M)

RiverNorth Opportunistic Municipal Income Fund, Inc.

RMI|76883F108

Shares:32.5K

Value:$485.2K

% of Portfolio:0.1% ($485.2K/$493.0M)

922908736

VUG|922908736

Shares:1.3K

Value:$484.0K

% of Portfolio:0.1% ($484.0K/$493.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
American Healthcare REIT, Inc.(AHRcusip398182303)	19.2K	QoQ 0.00% (+0) YoY NEW(+19.2K)	All Managers (Combined)	$582.9K	0.1% ($582.9K/$493.0M)	QoQ +6.61% (+$36.2K) YoY NEW(+$582.9K)
FORD MOTOR CO(Fcusip345370860)	57.6K	QoQ +2.37% (+1.3K) YoY +3.71% (-2.1K)	All Managers (Combined)	$578.1K	0.1% ($578.1K/$493.0M)	QoQ +3.72% (+$20.7K) YoY -21.66% (-$159.9K)
HOME DEPOT, INC.(HDcusip437076102)	1.6K	QoQ -1.31% (-21) YoY +11.94% (+168)	All Managers (Combined)	$576.9K	0.1% ($576.9K/$493.0M)	QoQ -7.03% (-$43.7K) YoY +6.99% (+$37.7K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	2.6K	QoQ +0.72% (+19) YoY +53.73% (+921)	All Managers (Combined)	$573.3K	0.1% ($573.3K/$493.0M)	QoQ +19.49% (+$93.5K) YoY +69.29% (+$234.7K)
BLACKROCK MUNIHOLDINGS CALIFORNIA QUALITY FUND, INC.(MUCcusip09254L107)	53.2K	QoQ +0.97% (+515) YoY +126.55% (+29.7K)	All Managers (Combined)	$570.2K	0.1% ($570.2K/$493.0M)	QoQ +1.73% (+$9.7K) YoY +120.38% (+$311.5K)
(BIVcusip921937819)	7.3K	QoQ +88.33% (+3.4K) YoY +48.60% (+2.4K)	All Managers (Combined)	$558.8K	0.1% ($558.8K/$493.0M)	QoQ +92.97% (+$269.2K) YoY +50.91% (+$188.5K)
Booking Holdings Inc.(BKNGcusip09857L108)	117	QoQ -4.87% (-6) YoY -0.84% (-1)	All Managers (Combined)	$539.7K	0.1% ($539.7K/$493.0M)	QoQ -11.75% (-$71.9K) YoY +26.05% (-$111.5K)
Air Products & Chemicals, Inc.(APDcusip009158106)	1.8K	QoQ -5.94% (-114) YoY 0.00% (+0)	All Managers (Combined)	$532.0K	0.1% ($532.0K/$493.0M)	QoQ -4.38% (-$24.4K) YoY +21.74% (+$95.0K)
LAMAR ADVERTISING CO/NEW(LAMRcusip512816109)	4.7K	QoQ +0.43% (-20) YoY -4.96% (-243)	All Managers (Combined)	$529.5K	0.1% ($529.5K/$493.0M)	QoQ -6.13% (-$34.6K) YoY -9.44% (-$55.2K)
(VTIcusip922908769)	1.9K	QoQ +3.11% (-58) YoY +46.86% (+612)	All Managers (Combined)	$527.0K	0.1% ($527.0K/$493.0M)	QoQ -2.24% (-$12.1K) YoY +55.22% (+$187.5K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	4.3K	QoQ +3.76% (+155) YoY +9.48% (+370)	All Managers (Combined)	$520.1K	0.1% ($520.1K/$493.0M)	QoQ +4.62% (+$23.0K) YoY +31.48% (+$124.5K)
(cusip389637109)✕	7.9K	QoQ 0.00% (-0) YoY -10.79% (-957)	All Managers (Combined)	$515.6K	0.1% ($515.6K/$493.0M)	QoQ -11.95% (-$70.0K) YoY -7.96% (-$44.6K)
PROCTER & GAMBLE Co(PGcusip742718109)	3.0K	QoQ +3.84% (+112) YoY -25.96% (-1.1K)	All Managers (Combined)	$515.6K	0.1% ($515.6K/$493.0M)	QoQ +5.56% (+$27.2K) YoY -22.22% (-$147.3K)
(cusip46435U713)✕	11.4K	QoQ -76.26% (-36.6K) YoY -74.17% (-32.8K)	All Managers (Combined)	$513.9K	0.1% ($513.9K/$493.0M)	QoQ -76.88% (-$1.7M) YoY -73.16% (-$1.4M)
(cusip46429B267)✕	22.1K	QoQ +7.21% (+1.5K) YoY -11.96% (-3.0K)	All Managers (Combined)	$508.0K	0.1% ($508.0K/$493.0M)	QoQ +7.23% (+$34.3K) YoY -11.13% (-$63.6K)
LOWES COMPANIES INC(LOWcusip548661107)	2.1K	QoQ -0.47% (-10) YoY +3.37% (-69)	All Managers (Combined)	$492.3K	0.1% ($492.3K/$493.0M)	QoQ -5.96% (-$31.2K) YoY -5.37% (-$28.0K)
(cusip464288109)✕	6.0K	QoQ NEW(+6.0K) YoY NEW(+6.0K)	All Managers (Combined)	$490.2K	0.1% ($490.2K/$493.0M)	QoQ NEW(+$490.2K) YoY NEW(+$490.2K)
(cusip25434V104)✕	12.7K	QoQ -3.31% (-437) YoY -24.78% (-4.2K)	All Managers (Combined)	$489.4K	0.1% ($489.4K/$493.0M)	QoQ -8.21% (-$43.8K) YoY -20.87% (-$129.1K)
RiverNorth Opportunistic Municipal Income Fund, Inc.(RMIcusip76883F108)	32.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$485.2K	0.1% ($485.2K/$493.0M)	QoQ -0.86% (-$4.2K) YoY -7.26% (-$38.0K)
(VUGcusip922908736)	1.3K	QoQ -1.50% (-20) YoY -1.50% (-20)	All Managers (Combined)	$484.0K	0.1% ($484.0K/$493.0M)	QoQ -11.01% (-$59.9K) YoY +6.13% (-$28.0K)