Cypress Wealth Services, LLC — Q4 2025 13F Holdings

Name: Cypress Wealth Services, LLC — 13F Holdings, Q4 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 389 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AAPL	Apple INC	Stock-Tech	6.32%	-0.42%	+23.42%
2	SPYM	Ste Str Spdr Pt S&p 500 ETF	ETF-Large Cap & Growth	4.08%	-0.21%	+14.30%
3	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	3.99%	+0.24%	-0.11%
4	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	3.52%	-0.16%	+8.90%
5	OEF	Ishares S&p 100 ETF	ETF-Other	2.94%	-1.97%	+7.65%
6	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	2.63%	-0.23%	+50.82%
7	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	2.41%	-0.11%	+5.68%
8	EFV	Ishares Msci Eafe Value ETF	ETF-Other	2.41%	-0.32%	-3.82%
9	QUAL	Ishares Msci USA Quality Fac	ETF-Other	2.19%	-0.06%	-33.11%
10	SCHZ	Schwab US Aggregate Bond ETF	ETF-Other	1.78%	+0.15%	+11.50%
11	MSFT	Microsoft CORP	Stock-Tech	1.69%	-0.35%	+49.61%
12	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.68%	-0.12%	+14.90%
13	MGK	Vanguard Mega Cap Growth ETF	ETF-Other	1.44%	-0.19%	-2.87%
14	SPEM	State Street Sp Ptf Em ETF	ETF-Other	1.42%	-0.51%	+36.55%
15	NVDA	Nvidia CORP	Stock-Tech	1.31%	-0.10%	+19.67%
16	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	1.29%	-0.11%	+4.82%
17	ESGU	Ishares Esg Aware Msci USA	ETF-Other	1.19%	-0.06%	-0.97%
18	THRO	Ishares U.s. Thematic Rotati	ETF-Other	1.19%	—	+13.01%
19	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	1.18%	—	+1.64%
20	AMZN	Amazon.com INC	Stock-Consumer Disc	1.15%	-0.12%	+30.87%
21	BAI	Ishrs Ai In And Tech Act ETF	ETF-Tech	1.15%	—	+17.69%
22	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	1.14%	—	+31.61%
23	GOOG	Alphabet Inc-cl C	Stock-Comm Services	1.00%	-0.12%	+17.02%
24	IUSB	Ishr Cr Unvrse Usd Bd Etf-ui	ETF-Other	0.97%	+0.12%	+6.20%
25	TSLA	Tesla INC	Stock-Consumer Disc	0.96%	-0.14%	+22.36%
26	VO	Vanguard Mid-cap ETF	ETF-Other	0.93%	—	-0.81%
27	VYM	Vanguard High Dvd Yield ETF	ETF-Other	0.91%	—	+0.22%
28	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.89%	—	+56.59%
29	VEA	Vanguard Ftse Developed ETF	ETF-Other	0.88%	—	+3.70%
30	JPM	Jpmorgan Chase & Co	Stock-Financials	0.83%	-0.07%	+68.13%
31	BRK-B	Berkshire Hathaway Inc-cl B	Stock-Other	0.82%	—	+5.35%
32	VB	Vanguard Small-cap ETF	ETF-Other	0.79%	—	-0.02%
33	SPMO	Invesco S&p 500 Momentum ETF	ETF-Large Cap & Growth	0.71%	—	+74.89%
34	IAU	Ishares Gold Trust	ETF-Commodities	0.70%	-0.28%	+10.20%
35	MBB	Ishares Mbs ETF	ETF-Other	0.69%	—	+12.55%
36	VIG	Vanguard Dividend Apprec ETF	ETF-Other	0.69%	—	+154.66%
37	COST	Costco Wholesale CORP	Stock-Consumer Staples	0.68%	+0.13%	+16.91%
38	AVGO	Broadcom INC	Stock-Tech	0.62%	—	+58.15%
39	VCIT	Vanguard Int-term Corporate	ETF-Corp Bonds	0.61%	—	+17.29%
40	PFF	Ishares Preferred & Income S	ETF-Other	0.61%	—	+1.05%
41	IYW	Ishares Ustechnology ETF	ETF-Tech	0.55%	-0.08%	-9.35%
42	MTUM	Ishares Msci USA Momentum Fa	ETF-Other	0.51%	—	+63.55%
43	HYG	Ishr Ibx Usd Hiyld Cb Etf-ui	ETF-High Yield	0.51%	—	+4.17%
44	META	Meta Platforms Inc-class A	Stock-Comm Services	0.50%	—	+9.02%
45	BINC	Ishares Flex I A Etf-usd INC	ETF-Other	0.49%	—	+16.59%
46	IVLU	Ishares Msci International V	ETF-Other	0.48%	—	-3.61%
47	EFG	Ishares Msci Eafe Growth ETF	ETF-Other	0.47%	+0.44%	-21.48%
48	TLH	Ishares 10-20 Year Treasury	ETF-Gov Bonds	0.45%	—	+3.21%
49	MAR	Marriott International -cl A	Stock-Consumer Disc	0.42%	—	-1.32%
50	MUB	Ishares National Muni Bond E	ETF-Other	0.41%	—	+20.03%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Cypress Wealth Services, LLC for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	AAPL	Apple INC	+0.6%	+23.42%	Add
2	IVE	Ishares S&p 500 Value ETF	+0.6%	+50.82%	Add
3	VIG	Vanguard Dividend Apprec ETF	+0.4%	+154.66%	Add
4	JPM	Jpmorgan Chase & Co	+0.3%	+68.13%	Add
5	MSFT	Microsoft CORP	+0.3%	+49.61%	Add
6	QQQ	Invesco Qqq Trust Series 1	+0.2%	+56.59%	Add
7	GOOG	Alphabet Inc-cl C	+0.2%	+17.02%	Add
8	SPMO	Invesco S&p 500 Momentum ETF	+0.2%	+74.89%	Add
9	PG	Procter & Gamble Co/the	+0.2%	+354.31%	Add
10	SPEM	State Street Sp Ptf Em ETF	+0.2%	+36.55%	Add
11	AVGO	Broadcom INC	+0.2%	+58.15%	Add
12	GOOGL	Alphabet Inc-cl A	+0.2%	+4.82%	Add
13	AMZN	Amazon.com INC	+0.2%	+30.87%	Add
14	MRK	Merck & Co. INC.	+0.2%	+256.95%	Add
15	IEMG	Ishares Core Msci Emerging	+0.1%	+31.61%	Add
16	MTUM	Ishares Msci USA Momentum Fa	+0.1%	+63.55%	Add
17	JNJ	Johnson & Johnson	+0.1%	+71.18%	Add
18	IBM	Intl Business Machines CORP	+0.1%	+187.02%	Add
19	CSCO	Cisco Systems INC	+0.1%	+91.80%	Add
20	IJH	Ishares Core S&p Midcap ETF	+0.1%	+287.50%	Add
21	CVX	Chevron CORP	+0.1%	+64.01%	Add
22	JEPQ	JPM Nasdaq Equity Premium	+0.1%	+307.82%	Add
23	PSLV	Sprott Physical Silver Trust	+0.1%	+3.96%	Add
24	LLY	Eli Lilly & Co	+0.1%	-0.83%	Trim
25	TSLA	Tesla INC	0%	+22.36%	Add
26	IAU	Ishares Gold Trust	0%	+10.20%	Add
27	NVDA	Nvidia CORP	0%	+19.67%	Add
28	SPY	Ss Spdr S&p 500 ETF Trust-us	0%	+14.90%	Add
29	THRO	Ishares U.s. Thematic Rotati	0%	+13.01%	Add
30	BAI	Ishrs Ai In And Tech Act ETF	0%	+17.69%	Add
31	SPYM	Ste Str Spdr Pt S&p 500 ETF	0%	+14.30%	Add
32	SCHZ	Schwab US Aggregate Bond ETF	-0.1%	+11.50%	Add
33	USMV	Ishares Msci USA Min Vol Fac	-0.2%	-52.29%	Trim
34	OEF	Ishares S&p 100 ETF	-0.2%	+7.65%	Add
35	DYNF	Ishrs US E F R A Etf-usd INC	-0.2%	+8.90%	Add
36	IVW	Ishares S&p 500 Growth ETF	-0.2%	+5.68%	Add
37	EFG	Ishares Msci Eafe Growth ETF	-0.2%	-21.48%	Trim
38	QUAL	Ishares Msci USA Quality Fac	-1.6%	-33.11%	Trim
39	RDVY	First Trust Rising Dividend	—	NEW	New buy
40	RBLX	Roblox CORP -class A	—	NEW	New buy
41	CAT	Caterpillar INC	—	NEW	New buy
42	ENSG	Ensign Group Inc/the	—	NEW	New buy
43	AIG	American International Group	—	NEW	New buy
44	VGT	Vanguard Info Tech ETF	—	NEW	New buy
45	VLO	Valero Energy CORP	—	NEW	New buy
46	BSCP	Invesco Bulletshares 2025 Cb	—	EXIT	Sold out
47	USB	US Bancorp	—	NEW	New buy
48	PRK	Park National CORP	—	NEW	New buy
49	COF	Capital One Financial CORP	—	NEW	New buy
50	JEPI	Jpmorgan Equity Premium Inco	—	NEW	New buy