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CIK: 0001721527
Total reported value
$814.9M
$814.9M
318 檔
14.7%
During the Q2 2025 filing period, Cypress Wealth Services, LLC (CIK: 0001721527) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $814.9M across 318 reported positions.
In Q2 2025, Cypress Wealth Services, LLC displayed an active expansion posture, initiating 11 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 318 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 4.94% | -0.05% | +1.16% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.79% | +1.28% | -21.23% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.33% | -1.09% | +5.14% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.84% | +1.91% | -2.86% | |
| 5 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.53% | +0.23% | +4.31% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 3.35% | -1.27% | +46.30% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.69% | +0.20% | -24.95% | |
| 8 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.29% | +0.07% | +19.90% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 2.16% | -0.06% | -5.17% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.06% | -0.54% | -4.54% | |
| 11 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.78% | +0.39% | +1.58% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.73% | +0.10% | +26.69% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.72% | +0.02% | -2.45% | |
| 14 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.49% | +0.10% | -8.24% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | -0.17% | +15.85% | |
| 16 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.41% | — | -3.45% | |
| 17 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.35% | +0.11% | -5.15% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.35% | — | +3.36% | |
| 19 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.21% | -0.33% | — | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.17% | -0.03% | +0.63% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.17% | +0.03% | +16.92% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.11% | -0.08% | +5.69% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.01% | -0.27% | — | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | -0.03% | +7.13% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.98% | +0.09% | +8.63% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | +0.03% | +18.92% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | -0.09% | +6.04% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.93% | — | +1.28% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.92% | -0.25% | +49.36% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.82% | -0.10% | +13.54% | |
| 31 | PFF | Ishares Preferred & Income S | ETF-Other | 0.80% | -0.07% | -2.60% | |
| 32 | MBB | Ishares Mbs ETF | ETF-Other | 0.76% | -0.05% | +4.51% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.72% | +0.01% | +7.57% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.65% | +0.06% | +28.23% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.06% | +6.66% | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.65% | -0.08% | -3.29% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.64% | +0.12% | +23.23% | |
| 38 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.62% | -0.06% | -2.25% | |
| 39 | IVLU | Ishares Msci International V | ETF-Other | 0.61% | -0.06% | +5.34% | |
| 40 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.56% | +0.20% | — | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.54% | -0.03% | -0.39% | |
| 42 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.52% | -0.21% | +3.71% | |
| 43 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.50% | -0.02% | +5.11% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.49% | -0.04% | -8.42% | |
| 45 | IAU | Ishares Gold Trust | ETF-Commodities | 0.48% | -0.10% | -7.22% | |
| 46 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.47% | -0.05% | -1.63% | |
| 47 | NVBU | Allianzim US Bf15 Uncap Nov | ETF-Other | 0.47% | -0.05% | — | |
| 48 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.47% | -0.15% | +29.72% | |
| 49 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.46% | -0.02% | -0.36% | |
| 50 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.45% | -0.01% | -2.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | THRO | Ishares U.s. Thematic Rotati | +1.2% | NEW | New buy |
| 2 | SPEM | State Street Sp Ptf Em ETF | +1% | NEW | New buy |
| 3 | EFV | Ishares Msci Eafe Value ETF | +0.9% | +46.30% | Add |
| 4 | BAI | Ishrs Ai In And Tech Act ETF | +0.6% | NEW | New buy |
| 5 | NVDA | Nvidia CORP | +0.4% | +16.92% | Add |
| 6 | MSFT | Microsoft CORP | +0.4% | +15.85% | Add |
| 7 | OEF | Ishares S&p 100 ETF | +0.4% | +19.90% | Add |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +26.69% | Add |
| 9 | IEMG | Ishares Core Msci Emerging | +0.3% | +49.36% | Add |
| 10 | IAGG | Ishares Intl Aggregate Bond | +0.3% | NEW | New buy |
| 11 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +520.95% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | +18.92% | Add |
| 13 | IWM | Ishares Russell 2000 ETF | +0.2% | +298.14% | Add |
| 14 | EFA | Ishares Msci Eafe ETF | +0.2% | NEW | New buy |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | +28.23% | Add |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +23.23% | Add |
| 17 | CRM | Salesforce Inc | +0.1% | NEW | New buy |
| 18 | TJAN | Inv E D Prt ETF - 2y T Jan27 | +0.1% | NEW | New buy |
| 19 | MUB | Ishares National Muni Bond E | +0.1% | +58.82% | Add |
| 20 | AVGO | Broadcom Inc | +0.1% | +13.20% | Add |
| 21 | ZAPR | Intr Eqt Def Pro ETF - 1 Y A | +0.1% | NEW | New buy |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +6.66% | Add |
| 23 | ORCL | Oracle CORP | +0.1% | +24.98% | Add |
| 24 | MAXJ | Ishares Lg Cap Max Buff Jun | +0.1% | NEW | New buy |
| 25 | MAYW | Alianzim US Eq Bfr20 May-usd | +0.1% | NEW | New buy |
| 26 | TSLA | Tesla Inc | +0.1% | +7.57% | Add |
| 27 | XBFZX | Blackrock Ca Muni Inc Tr | +0.1% | NEW | New buy |
| 28 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +4.31% | Add |
| 29 | AMZN | Amazon.com Inc | +0.1% | +7.13% | Add |
| 30 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +93.12% | Add |
| 31 | VEA | Vanguard Ftse Developed ETF | +0.1% | +8.63% | Add |
| 32 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +5.11% | Add |
| 33 | TLH | Ishares 10-20 Year Treasury | +0.1% | +29.72% | Add |
| 34 | COST | Costco Wholesale CORP | 0% | +13.54% | Add |
| 35 | MGK | Vanguard Mega Cap Growth ETF | 0% | -2.45% | Trim |
| 36 | EFG | Ishares Msci Eafe Growth ETF | 0% | +1.58% | Add |
| 37 | VOO | Vanguard S&p 500 ETF | 0% | +3.36% | Add |
| 38 | IYW | Ishares Ustechnology ETF | 0% | -8.24% | Trim |
| 39 | QUAL | Ishares Msci USA Quality Fac | 0% | +5.14% | Add |
| 40 | AHR | American Healthcare Reit Inc | -0.1% | EXIT | Sold out |
| 41 | MUC | Blackrock Munihold Ca Qlty | -0.1% | EXIT | Sold out |
| 42 | XEVMX | Eaton Vance Cal Muni Bond | -0.1% | EXIT | Sold out |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.2% | -2.86% | Trim |
| 44 | EMXC | Ishares Msci Emr Mrk Ex Chna | -0.4% | -74.23% | Trim |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | -0.4% | -5.17% | Trim |
| 46 | HEFA | Isha Curr Hedged Msci Eafe | -0.5% | -90.90% | Trim |
| 47 | IVW | Ishares S&p 500 Growth ETF | -0.7% | -24.95% | Trim |
| 48 | XCEM | Columbia Em Core Ex-china | -0.9% | -81.21% | Trim |
| 49 | AAPL | Apple Inc | -1.1% | +1.16% | Add |
| 50 | IVV | Ishares Core S&p 500 ETF | -1.5% | -21.23% | Trim |
According to official SEC Form 13F filings, Cypress Wealth Services, LLC reported a total U.S. public equity portfolio value of $814.9M across 318 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, IVV, QUAL) accounted for 14.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
THRO
市值: $6.8M
Top Position Liquidated / Trimmed
XEVMX
前期市值: $664.6K
During Q2 2025, Cypress Wealth Services, LLC's top holdings by market value included AAPL (4.9%)、IVV (4.8%)、QUAL (4.3%). The largest single position, AAPL, represented 4.9% of total portfolio value.
In Q2 2025, Cypress Wealth Services, LLC made 50 total portfolio adjustments, initiating 11 new buys, adding to 27 positions, trimming 9 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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