Cypress Wealth Services, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 284Value: $493.0MLatest: 2025Q1

Cypress Wealth Services, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 284 holdings worth $0.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 1 of 15

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464287200

IVV|464287200

Shares:54.7K

Value:$30.8M

% of Portfolio:6.2% ($30.8M/$493.0M)

Apple Inc.

AAPL|037833100

Shares:132.9K

Value:$29.5M

% of Portfolio:6.0% ($29.5M/$493.0M)

46432F339

QUAL|46432F339

Shares:126.0K

Value:$21.5M

% of Portfolio:4.4% ($21.5M/$493.0M)

78464A854

SPLG|78464A854

Shares:303.8K

Value:$20.0M

% of Portfolio:4.1% ($20.0M/$493.0M)

09290C103

Shares:347.5K

Value:$16.9M

% of Portfolio:3.4% ($16.9M/$493.0M)

464287309

IVW|464287309

Shares:182.0K

Value:$16.9M

% of Portfolio:3.4% ($16.9M/$493.0M)

808524839

Shares:546.5K

Value:$12.7M

% of Portfolio:2.6% ($12.7M/$493.0M)

464288877

Shares:201.3K

Value:$11.9M

% of Portfolio:2.4% ($11.9M/$493.0M)

464287408

IVE|464287408

Shares:61.6K

Value:$11.7M

% of Portfolio:2.4% ($11.7M/$493.0M)

464287101

Shares:35.0K

Value:$9.5M

% of Portfolio:1.9% ($9.5M/$493.0M)

464288885

EFG|464288885

Shares:87.4K

Value:$8.7M

% of Portfolio:1.8% ($8.7M/$493.0M)

921910816

MGK|921910816

Shares:26.9K

Value:$8.3M

% of Portfolio:1.7% ($8.3M/$493.0M)

46434V613

Shares:171.8K

Value:$7.9M

% of Portfolio:1.6% ($7.9M/$493.0M)

464287721

Shares:52.5K

Value:$7.4M

% of Portfolio:1.5% ($7.4M/$493.0M)

46435G425

ESGU|46435G425

Shares:60.2K

Value:$7.3M

% of Portfolio:1.5% ($7.3M/$493.0M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:12.3K

Value:$6.9M

% of Portfolio:1.4% ($6.9M/$493.0M)

922908363

VOO|922908363

Shares:12.8K

Value:$6.6M

% of Portfolio:1.3% ($6.6M/$493.0M)

922908629

VO|922908629

Shares:23.3K

Value:$6.0M

% of Portfolio:1.2% ($6.0M/$493.0M)

921946406

VYM|921946406

Shares:43.8K

Value:$5.7M

% of Portfolio:1.1% ($5.7M/$493.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:10.2K

Value:$5.4M

% of Portfolio:1.1% ($5.4M/$493.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	54.7K	QoQ -8.73% (-5.2K) YoY -16.14% (-10.5K)	All Managers (Combined)	$30.8M	6.2% ($30.8M/$493.0M)	QoQ -12.88% (-$4.5M) YoY -10.37% (-$3.6M)
Apple Inc.(AAPLcusip037833100)	132.9K	QoQ -0.76% (-1.0K) YoY +0.73% (+974)	All Managers (Combined)	$29.5M	6.0% ($29.5M/$493.0M)	QoQ -11.97% (-$4.0M) YoY +30.49% (+$6.9M)
(QUALcusip46432F339)	126.0K	QoQ +17.36% (+18.6K) YoY +25.73% (+25.8K)	All Managers (Combined)	$21.5M	4.4% ($21.5M/$493.0M)	QoQ +12.62% (+$2.4M) YoY +30.73% (+$5.1M)
(SPLGcusip78464A854)	303.8K	QoQ +0.51% (-1.6K) YoY -13.99% (-49.4K)	All Managers (Combined)	$20.0M	4.1% ($20.0M/$493.0M)	QoQ -4.11% (-$858.2K) YoY -8.07% (-$1.8M)
(cusip09290C103)✕	347.5K	QoQ +8.59% (+27.5K) YoY +28.62% (+77.3K)	All Managers (Combined)	$16.9M	3.4% ($16.9M/$493.0M)	QoQ +3.31% (+$543.8K) YoY +41.25% (+$4.9M)
(IVWcusip464287309)	182.0K	QoQ +5.86% (-10.1K) YoY +82.49% (+82.3K)	All Managers (Combined)	$16.9M	3.4% ($16.9M/$493.0M)	QoQ -3.20% (-$559.7K) YoY +100.62% (+$8.5M)
(cusip808524839)✕	546.5K	QoQ +0.61% (+3.3K) YoY +168.72% (+343.2K)	All Managers (Combined)	$12.7M	2.6% ($12.7M/$493.0M)	QoQ +2.65% (+$327.0K) YoY +35.29% (+$3.3M)
(cusip464288877)✕	201.3K	QoQ -7.14% (-15.5K) YoY +24.96% (+40.2K)	All Managers (Combined)	$11.9M	2.4% ($11.9M/$493.0M)	QoQ +4.30% (-$489.4K) YoY +35.39% (+$3.1M)
(IVEcusip464287408)	61.6K	QoQ +46.26% (+19.5K) YoY +71.46% (+25.7K)	All Managers (Combined)	$11.7M	2.4% ($11.7M/$493.0M)	QoQ +46.03% (+$3.7M) YoY +74.92% (+$5.0M)
(cusip464287101)✕	35.0K	QoQ +62.38% (+13.4K) YoY +62.29% (+13.4K)	All Managers (Combined)	$9.5M	1.9% ($9.5M/$493.0M)	QoQ +52.25% (+$3.3M) YoY +77.66% (+$4.1M)
(EFGcusip464288885)	87.4K	QoQ -35.51% (-48.1K) YoY -0.48% (-429)	All Managers (Combined)	$8.7M	1.8% ($8.7M/$493.0M)	QoQ -33.40% (-$4.4M) YoY -4.12% (-$375.8K)
(MGKcusip921910816)	26.9K	QoQ -2.36% (-652) YoY -13.13% (-4.1K)	All Managers (Combined)	$8.3M	1.7% ($8.3M/$493.0M)	QoQ -12.18% (-$1.2M) YoY -6.38% (-$567.1K)
(cusip46434V613)✕	171.8K	QoQ -7.02% (-13.0K) YoY -15.43% (-31.3K)	All Managers (Combined)	$7.9M	1.6% ($7.9M/$493.0M)	QoQ -5.21% (-$435.4K) YoY -14.52% (-$1.3M)
(cusip464287721)✕	52.5K	QoQ +0.42% (-223) YoY +0.02% (+15)	All Managers (Combined)	$7.4M	1.5% ($7.4M/$493.0M)	QoQ -11.58% (-$966.3K) YoY +4.01% (+$284.6K)
(ESGUcusip46435G425)	60.2K	QoQ -5.27% (-3.3K) YoY -13.45% (-9.4K)	All Managers (Combined)	$7.3M	1.5% ($7.3M/$493.0M)	QoQ -10.35% (-$847.2K) YoY -8.22% (-$657.0K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	12.3K	QoQ -0.10% (-13) YoY -7.48% (-996)	All Managers (Combined)	$6.9M	1.4% ($6.9M/$493.0M)	QoQ -4.65% (-$336.0K) YoY -1.05% (-$73.6K)
(VOOcusip922908363)	12.8K	QoQ -0.22% (-29) YoY -2.05% (-269)	All Managers (Combined)	$6.6M	1.3% ($6.6M/$493.0M)	QoQ -4.83% (-$334.4K) YoY +4.70% (-$296.2K)
(VOcusip922908629)	23.3K	QoQ -0.94% (-223) YoY -8.03% (-2.0K)	All Managers (Combined)	$6.0M	1.2% ($6.0M/$493.0M)	QoQ -3.01% (-$187.1K) YoY -4.81% (-$304.3K)
(VYMcusip921946406)	43.8K	QoQ -0.27% (-119) YoY -9.03% (-4.4K)	All Managers (Combined)	$5.7M	1.1% ($5.7M/$493.0M)	QoQ +0.79% (-$44.8K) YoY -3.04% (-$177.6K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	10.2K	QoQ -0.75% (-78) YoY +11.21% (+1.0K)	All Managers (Combined)	$5.4M	1.1% ($5.4M/$493.0M)	QoQ +16.60% (-$774.5K) YoY +40.85% (+$1.6M)