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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78468R721

Shares:10.7K

Value:$481.3K

% of Portfolio:0.1% ($481.3K/$493.0M)

464287614

IWF|464287614

Shares:1.3K

Value:$477.0K

% of Portfolio:0.1% ($477.0K/$493.0M)

CAVA GROUP, INC.

CAVA|148929102

Shares:5.4K

Value:$470.1K

% of Portfolio:0.1% ($470.1K/$493.0M)

PFIZER INC

PFE|717081103

Shares:17.7K

Value:$449.1K

% of Portfolio:0.1% ($449.1K/$493.0M)

464287432

Shares:4.9K

Value:$446.4K

% of Portfolio:0.1% ($446.4K/$493.0M)

GSK plc

GSK|37733W204

Shares:11.4K

Value:$443.3K

% of Portfolio:0.1% ($443.3K/$493.0M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:1.9K

Value:$430.2K

% of Portfolio:0.1% ($430.2K/$493.0M)

45782C748

Shares:11.5K

Value:$424.6K

% of Portfolio:0.1% ($424.6K/$493.0M)

Elevance Health, Inc.

ELV|036752103

Shares:969

Value:$421.4K

% of Portfolio:0.1% ($421.4K/$493.0M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:2.0K

Value:$416.6K

% of Portfolio:0.1% ($416.6K/$493.0M)

ARES CAPITAL CORP

ARCC|04010L103

Shares:18.6K

Value:$413.1K

% of Portfolio:0.1% ($413.1K/$493.0M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:6.8K

Value:$406.4K

% of Portfolio:0.1% ($406.4K/$493.0M)

464287226

Shares:4.1K

Value:$405.1K

% of Portfolio:0.1% ($405.1K/$493.0M)

45783Y236

Shares:15.1K

Value:$405.0K

% of Portfolio:0.1% ($405.0K/$493.0M)

KKR & Co. Inc.

KKR|48251W104

Shares:3.5K

Value:$402.4K

% of Portfolio:0.1% ($402.4K/$493.0M)

ABBOTT LABORATORIES

ABT|002824100

Shares:3.0K

Value:$400.8K

% of Portfolio:0.1% ($400.8K/$493.0M)

46429B663

Shares:3.3K

Value:$398.5K

% of Portfolio:0.1% ($398.5K/$493.0M)

AT&T INC.

T|00206R102

Shares:14.0K

Value:$397.1K

% of Portfolio:0.1% ($397.1K/$493.0M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:9.4K

Value:$392.8K

% of Portfolio:0.1% ($392.8K/$493.0M)

Viper Energy, Inc.

VNOM|927959106

Shares:8.7K

Value:$392.6K

% of Portfolio:0.1% ($392.6K/$493.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78468R721)✕	10.7K	QoQ NEW(+10.7K) YoY NEW(+10.7K)	All Managers (Combined)	$481.3K	0.1% ($481.3K/$493.0M)	QoQ NEW(+$481.3K) YoY NEW(+$481.3K)
(IWFcusip464287614)	1.3K	QoQ -8.64% (-125) YoY -13.94% (-214)	All Managers (Combined)	$477.0K	0.1% ($477.0K/$493.0M)	QoQ -17.83% (-$103.5K) YoY -7.78% (-$40.3K)
CAVA GROUP, INC.(CAVAcusip148929102)	5.4K	QoQ +10.68% (-525) YoY +5.93% (+305)	All Managers (Combined)	$470.1K	0.1% ($470.1K/$493.0M)	QoQ -15.21% (-$84.3K) YoY +30.68% (+$110.4K)
PFIZER INC(PFEcusip717081103)	17.7K	QoQ +6.35% (+1.1K) YoY -7.08% (-1.4K)	All Managers (Combined)	$449.1K	0.1% ($449.1K/$493.0M)	QoQ +1.58% (+$7.0K) YoY -15.15% (-$80.2K)
(cusip464287432)✕	4.9K	QoQ -78.45% (-17.9K) YoY -83.16% (-24.2K)	All Managers (Combined)	$446.4K	0.1% ($446.4K/$493.0M)	QoQ -77.54% (-$1.5M) YoY -83.80% (-$2.3M)
GSK plc(GSKcusip37733W204)	11.4K	QoQ -4.36% (-522) YoY +21.35% (+2.0K)	All Managers (Combined)	$443.3K	0.1% ($443.3K/$493.0M)	QoQ +9.55% (-$38.7K) YoY +9.66% (+$39.1K)
WASTE MANAGEMENT INC(WMcusip94106L109)	1.9K	QoQ -4.71% (-92) YoY NEW(+1.9K)	All Managers (Combined)	$430.2K	0.1% ($430.2K/$493.0M)	QoQ +9.30% (-$36.6K) YoY NEW(+$430.2K)
(cusip45782C748)✕	11.5K	QoQ -10.52% (-1.4K) YoY -42.13% (-8.4K)	All Managers (Combined)	$424.6K	0.1% ($424.6K/$493.0M)	QoQ -11.74% (-$56.5K) YoY -37.96% (-$259.8K)
Elevance Health, Inc.(ELVcusip036752103)	969	QoQ +21.73% (+173) YoY +63.68% (+377)	All Managers (Combined)	$421.4K	0.1% ($421.4K/$493.0M)	QoQ +43.48% (+$127.7K) YoY +37.21% (+$114.3K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	2.0K	QoQ +0.97% (-19) YoY +3.30% (+63)	All Managers (Combined)	$416.6K	0.1% ($416.6K/$493.0M)	QoQ -5.36% (-$23.6K) YoY +6.55% (+$25.6K)
ARES CAPITAL CORP(ARCCcusip04010L103)	18.6K	QoQ +1.16% (+215) YoY NEW(+18.6K)	All Managers (Combined)	$413.1K	0.1% ($413.1K/$493.0M)	QoQ +2.41% (+$9.7K) YoY NEW(+$413.1K)
ALTRIA GROUP, INC.(MOcusip02209S103)	6.8K	QoQ -0.44% (-30) YoY -4.60% (-327)	All Managers (Combined)	$406.4K	0.1% ($406.4K/$493.0M)	QoQ +14.28% (-$50.8K) YoY +31.26% (-$96.8K)
(cusip464287226)✕	4.1K	QoQ -7.77% (-345) YoY -45.50% (-3.4K)	All Managers (Combined)	$405.1K	0.1% ($405.1K/$493.0M)	QoQ -5.84% (-$25.2K) YoY -44.95% (-$330.8K)
(cusip45783Y236)✕	15.1K	QoQ 0.00% (-0) YoY NEW(+15.1K)	All Managers (Combined)	$405.0K	0.1% ($405.0K/$493.0M)	QoQ -0.99% (-$4.1K) YoY NEW(+$405.0K)
KKR & Co. Inc.(KKRcusip48251W104)	3.5K	QoQ +2.80% (-95) YoY +8.71% (+279)	All Managers (Combined)	$402.4K	0.1% ($402.4K/$493.0M)	QoQ -19.63% (-$98.3K) YoY +24.97% (+$80.4K)
ABBOTT LABORATORIES(ABTcusip002824100)	3.0K	QoQ +3.31% (+97) YoY +13.01% (+348)	All Managers (Combined)	$400.8K	0.1% ($400.8K/$493.0M)	QoQ +21.16% (+$70.0K) YoY +31.93% (+$97.0K)
(cusip46429B663)✕	3.3K	QoQ -1.34% (-45) YoY -5.32% (-185)	All Managers (Combined)	$398.5K	0.1% ($398.5K/$493.0M)	QoQ +6.43% (-$24.1K) YoY +4.04% (-$15.5K)
AT&T INC.(Tcusip00206R102)	14.0K	QoQ -0.95% (-135) YoY +14.39% (+1.8K)	All Managers (Combined)	$397.1K	0.1% ($397.1K/$493.0M)	QoQ +23.01% (-$74.3K) YoY +83.80% (+$181.1K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	9.4K	QoQ -19.91% (-2.3K) YoY -8.37% (-861)	All Managers (Combined)	$392.8K	0.1% ($392.8K/$493.0M)	QoQ -23.95% (-$123.8K) YoY +0.82% (-$3.2K)
Viper Energy, Inc.(VNOMcusip927959106)	8.7K	QoQ 0.00% (-0) YoY NEW(+8.7K)	All Managers (Combined)	$392.6K	0.1% ($392.6K/$493.0M)	QoQ -7.98% (-$34.1K) YoY NEW(+$392.6K)