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CIK: 0001721527
Total reported value
$814.9M
$814.9M
389 檔
18.5%
In Q4 2025, Cypress Wealth Services, LLC's U.S. equity holdings reached a combined market value of $814.9M, distributed across 389 disclosed stock positions.
In Q4 2025, Cypress Wealth Services, LLC displayed an active expansion posture, initiating 11 new positions and adding to 34 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 389 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.32% | -0.05% | +23.42% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.08% | +1.91% | +14.30% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.99% | +1.28% | -0.11% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.52% | +0.23% | +8.90% | |
| 5 | OEF | Ishares S&p 100 ETF | ETF-Other | 2.94% | +0.07% | +7.65% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.63% | -0.54% | +50.82% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.41% | +0.20% | +5.68% | |
| 8 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.41% | -1.27% | -3.82% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.19% | -1.09% | -33.11% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.78% | -0.06% | +11.50% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.69% | -0.17% | +49.61% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.68% | +0.10% | +14.90% | |
| 13 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.44% | +0.02% | -2.87% | |
| 14 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.42% | -0.27% | +36.55% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.31% | +0.03% | +19.67% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.29% | +0.03% | +4.82% | |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.19% | — | -0.97% | |
| 18 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.19% | -0.33% | +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% | -0.03% | +30.87% | |
| 21 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.15% | +0.20% | +17.69% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.14% | -0.25% | +31.61% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | +0.06% | +17.02% | |
| 24 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.97% | +0.11% | +6.20% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.96% | +0.01% | +22.36% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.93% | -0.03% | -0.81% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.91% | -0.08% | +0.22% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.89% | +0.12% | +56.59% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.88% | +0.09% | +3.70% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.83% | -0.03% | +68.13% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.82% | -0.09% | +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% | -0.02% | +74.89% | |
| 34 | IAU | Ishares Gold Trust | ETF-Commodities | 0.70% | -0.10% | +10.20% | |
| 35 | MBB | Ishares Mbs ETF | ETF-Other | 0.69% | -0.05% | +12.55% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.69% | -0.06% | +154.66% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.68% | -0.10% | +16.91% | |
| 38 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | +0.04% | +58.15% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.61% | -0.08% | +17.29% | |
| 40 | PFF | Ishares Preferred & Income S | ETF-Other | 0.61% | -0.07% | +1.05% | |
| 41 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.55% | +0.10% | -9.35% | |
| 42 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.51% | +0.01% | +63.55% | |
| 43 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.51% | -0.06% | +4.17% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.50% | -0.06% | +9.02% | |
| 45 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.49% | -0.21% | +16.59% | |
| 46 | IVLU | Ishares Msci International V | ETF-Other | 0.48% | -0.06% | -3.61% | |
| 47 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.47% | +0.39% | -21.48% | |
| 48 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.45% | -0.15% | +3.21% | |
| 49 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.42% | -0.01% | -1.32% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-Other | 0.41% | -0.07% | +20.03% |
| # | 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 |
According to official SEC Form 13F filings, Cypress Wealth Services, LLC reported a total U.S. public equity portfolio value of $814.9M across 389 disclosed positions in Q4 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, SPYM, IVV) accounted for 18.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
RDVY
市值: $2.5M
Top Position Liquidated / Trimmed
BSCP
前期市值: $1.0M
During Q4 2025, Cypress Wealth Services, LLC's top holdings by market value included AAPL (6.3%)、SPYM (4.1%)、IVV (4.0%). The largest single position, AAPL, represented 6.3% of total portfolio value.
In Q4 2025, Cypress Wealth Services, LLC made 50 total portfolio adjustments, initiating 11 new buys, adding to 34 positions, trimming 4 holdings, and fully liquidating 1 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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