Cypress Wealth Services, LLC — Q2 2025 13F Holdings

Name: Cypress Wealth Services, LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001721527

Total reported value

$708.3M

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Full holdings list this quarter

Showing top 200 holdings (of 318 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	4.94%	-0.42%	+1.16%
2	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	4.79%	+0.24%	-21.23%
3	QUAL	Ishares Msci USA Quality Fac	ETF-Other	4.33%	-0.06%	+5.14%
4	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	3.84%	-0.21%	-2.86%
5	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	3.53%	-0.16%	+4.31%
6	EFV	Ishares Msci Eafe Value ETF	ETF-Other	3.35%	-0.32%	+46.30%
7	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	2.69%	-0.11%	-24.95%
8	OEF	Ishares S&p 100 ETF	ETF-Other	2.29%	-1.97%	+19.90%
9	SCHZ	Schwab US Aggregate Bond ETF	ETF-Other	2.16%	+0.15%	-5.17%
10	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	2.06%	-0.23%	-4.54%
11	EFG	Ishares Msci Eafe Growth ETF	ETF-Other	1.78%	+0.44%	+1.58%
12	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.73%	-0.12%	+26.69%
13	MGK	Vanguard Mega Cap Growth ETF	ETF-Other	1.72%	-0.19%	-2.45%
14	IYW	Ishares Ustechnology ETF	ETF-Tech	1.49%	-0.08%	-8.24%
15	MSFT	Microsoft CORP	Stock-Tech	1.49%	-0.35%	+15.85%
16	ESGU	Ishares Esg Aware Msci USA	ETF-Other	1.41%	-0.06%	-3.45%
17	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	1.35%	+0.12%	-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%	—	—
20	VO	Vanguard Mid-cap ETF	ETF-Other	1.17%	—	+0.63%
21	NVDA	Nvidia CORP	Stock-Tech	1.17%	-0.10%	+16.92%
22	VYM	Vanguard High Dvd Yield ETF	ETF-Other	1.11%	—	+5.69%
23	SPEM	State Street Sp Ptf Em ETF	ETF-Other	1.01%	-0.51%	—
24	AMZN	Amazon.com INC	Stock-Consumer Disc	0.99%	-0.12%	+7.13%
25	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.98%	—	+8.63%
26	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.98%	-0.11%	+18.92%
27	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.94%	—	+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%	—	+49.36%
30	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.82%	+0.13%	+13.54%
31	PFF	Ishares Preferred & Income S	ETF-Other	0.80%	—	-2.60%
32	MBB	Ishares Mbs ETF	ETF-Other	0.76%	—	+4.51%
33	TSLA	Tesla INC	Stock-Consumer Disc	0.72%	-0.14%	+7.57%
34	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.65%	-0.12%	+28.23%
35	META	Meta Platforms Inc-class A	Stock-Comm Services	0.65%	—	+6.66%
36	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	0.65%	—	-3.29%
37	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.64%	—	+23.23%
38	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-High Yield	0.62%	—	-2.25%
39	IVLU	Ishares Msci International V	ETF-Other	0.61%	—	+5.34%
40	BAI	Ishrs Ai In And Tech Act ETF	ETF-Tech	0.56%	—	—
41	JPM	Jpmorgan Chase & Co	Stock-Financials	0.54%	-0.07%	-0.39%
42	BINC	Ishares Flex I A Etf-usd INC	ETF-Other	0.52%	—	+3.71%
43	SPMO	Invesco S&p 500 Momentum ETF	ETF-Large Cap & Growth	0.50%	—	+5.11%
44	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.49%	—	-8.42%
45	IAU	Ishares Gold Trust	ETF-Commodities	0.48%	-0.28%	-7.22%
46	VDC	Vanguard Consumer Staple ETF	ETF-Other	0.47%	—	-1.63%
47	NVBU	Allianzim US Bf15 Uncap Nov	ETF-Other	0.47%	—	—
48	TLH	Ishares 10-20 Year Treasury	ETF-Gov Bonds	0.47%	—	+29.72%
49	UPS	United Parcel Service-cl B	Stock-Industrials	0.46%	—	-0.36%
50	MAR	Marriott International -cl A	Stock-Consumer Disc	0.45%	—	-2.32%

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