Cypress Wealth Services, LLC Q2 2025 Filing
Filed July 28, 2025
Portfolio Value
$558.6M
Holdings
318
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (318 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 134,494 | $27.6M | 4.94% | |
| 2 | IVVISHARES TR | 43,115 | $26.8M | 4.79% | |
| 3 | QUALISHARES TR | 132,456 | $24.2M | 4.33% | |
| 4 | SPYMSPDR SERIES TRUST | 295,064 | $21.4M | 3.84% | |
| 5 | DYNFBLACKROCK ETF TRUST | 362,524 | $19.7M | 3.53% | |
| 6 | EFVISHARES TR | 294,430 | $18.7M | 3.35% | |
| 7 | IVWISHARES TR | 136,599 | $15.0M | 2.69% | |
| 8 | OEFISHARES TR | 41,973 | $12.8M | 2.29% | |
| 9 | SCHZSCHWAB STRATEGIC TR | 518,250 | $12.0M | 2.16% | |
| 10 | IVEISHARES TR | 58,843 | $11.5M | 2.06% | |
| 11 | EFGISHARES TR | 88,784 | $9.9M | 1.78% | |
| 12 | SPYSPDR S&P 500 ETF TR | 15,596 | $9.6M | 1.72% | |
| 13 | MGKVANGUARD WORLD FD | 26,245 | $9.6M | 1.72% | |
| 14 | IYWISHARES TR | 48,178 | $8.3M | 1.49% | |
| 15 | MSFTMICROSOFT CORP | 16,734 | $8.3M | 1.49% | |
| 16 | ESGUISHARES TR | 58,092 | $7.9M | 1.41% | |
| 17 | IUSBISHARES TR | 162,959 | $7.5M | 1.35% | |
| 18 | VOOVANGUARD INDEX FDS | 13,243 | $7.5M | 1.35% | |
| 19 | THROBLACKROCK ETF TRUST | 189,973 | $6.8M | 1.21% | |
| 20 | VOVANGUARD INDEX FDS | 23,397 | $6.5M | 1.17% | |
| 21 | NVDANVIDIA CORPORATION | 41,198 | $6.5M | 1.17% | |
| 22 | VYMVANGUARD WHITEHALL FDS | 46,343 | $6.2M | 1.11% | |
| 23 | SPEMSPDR INDEX SHS FDS | 132,224 | $5.7M | 1.01% | |
| 24 | AMZNAMAZON COM INC | 25,083 | $5.5M | 0.98% | |
| 25 | VEAVANGUARD TAX-MANAGED FDS | 96,040 | $5.5M | 0.98% | |
| 26 | GOOGLALPHABET INC | 30,926 | $5.5M | 0.98% | |
| 27 | BRK/BBERKSHIRE HATHAWAY INC DEL | 10,829 | $5.3M | 0.94% | |
| 28 | VBVANGUARD INDEX FDS | 22,022 | $5.2M | 0.93% | |
| 29 | IEMGISHARES INC | 85,443 | $5.1M | 0.92% | |
| 30 | COSTCOSTCO WHSL CORP NEW | 4,604 | $4.6M | 0.82% | |
| 31 | PFFISHARES TR | 146,131 | $4.5M | 0.80% | |
| 32 | MBBISHARES TR | 45,484 | $4.3M | 0.76% | |
| 33 | TSLATESLA INC | 12,601 | $4.0M | 0.72% | |
| 34 | GOOGALPHABET INC | 20,497 | $3.6M | 0.65% | |
| 35 | METAMETA PLATFORMS INC | 4,887 | $3.6M | 0.65% | |
| 36 | VCITVANGUARD SCOTTSDALE FDS | 43,456 | $3.6M | 0.64% | |
| 37 | NDQINVESCO QQQ TR | 6,531 | $3.6M | 0.64% | |
| 38 | HYGISHARES TR | 42,934 | $3.5M | 0.62% | |
| 39 | IVLUISHARES TR | 103,317 | $3.4M | 0.61% | |
| 40 | BAIBLACKROCK ETF TRUST | 107,993 | $3.1M | 0.56% | |
| 41 | JPMJPMORGAN CHASE & CO. | 10,471 | $3.0M | 0.54% | |
| 42 | BINCBLACKROCK ETF TRUST II | 54,602 | $2.9M | 0.52% | |
| 43 | KLMNINVESCO EXCH TRADED FD TR II | 24,904 | $2.8M | 0.50% | |
| 44 | SCHDSCHWAB STRATEGIC TR | 104,202 | $2.8M | 0.49% | |
| 45 | IAU*ISHARES GOLD TR | 42,723 | $2.7M | 0.48% | |
| 46 | VDCVANGUARD WORLD FD | 12,093 | $2.6M | 0.47% | |
| 47 | NVBUAIM ETF PRODUCTS TRUST | 99,652 | $2.6M | 0.47% | |
| 48 | TLHISHARES TR | 25,796 | $2.6M | 0.47% | |
| 49 | UPSUNITED PARCEL SERVICE INC | 25,362 | $2.6M | 0.46% | |
| 50 | MARMARRIOTT INTL INC NEW | 9,221 | $2.5M | 0.45% | |
| 51 | AQLTISHARES TR | 18,680 | $2.5M | 0.44% | |
| 52 | MUBISHARES TR | 23,703 | $2.5M | 0.44% | |
| 53 | DFUVDIMENSIONAL ETF TRUST | 53,841 | $2.3M | 0.41% | |
| 54 | MTUMISHARES TR | 9,073 | $2.2M | 0.39% | |
| 55 | IWBISHARES TR | 6,402 | $2.2M | 0.39% | |
| 56 | IEVISHARES TR | 31,867 | $2.0M | 0.36% | |
| 57 | SHOPSHOPIFY INC | 17,036 | $2.0M | 0.35% | |
| 58 | PMARINNOVATOR ETFS TRUST | 46,429 | $2.0M | 0.35% | |
| 59 | AXPAMERICAN EXPRESS CO | 6,106 | $1.9M | 0.35% | |
| 60 | DFASDIMENSIONAL ETF TRUST | 30,141 | $1.9M | 0.34% | |
| 61 | LLYELI LILLY & CO | 2,377 | $1.9M | 0.33% | |
| 62 | VIGVANGUARD SPECIALIZED FUNDS | 8,741 | $1.8M | 0.32% | |
| 63 | XTENBONDBLOXX ETF TRUST | 38,462 | $1.8M | 0.32% | |
| 64 | AVGOBROADCOM INC | 6,302 | $1.7M | 0.31% | |
| 65 | XOMEXXON MOBIL CORP | 16,022 | $1.7M | 0.31% | |
| 66 | VTEBVANGUARD MUN BD FDS | 34,873 | $1.7M | 0.31% | |
| 67 | VVVANGUARD INDEX FDS | 5,981 | $1.7M | 0.31% | |
| 68 | ZNOVINNOVATOR ETFS TRUST | 63,901 | $1.7M | 0.30% | |
| 69 | VWOVANGUARD INTL EQUITY INDEX F | 32,286 | $1.6M | 0.29% | |
| 70 | BNDXVANGUARD CHARLOTTE FDS | 31,774 | $1.6M | 0.28% | |
| 71 | USMVISHARES TR | 16,168 | $1.5M | 0.27% | |
| 72 | IJULINNOVATOR ETFS TRUST | 46,291 | $1.5M | 0.26% | |
| 73 | SUSLISHARES TR | 13,574 | $1.5M | 0.26% | |
| 74 | KJULINNOVATOR ETFS TRUST | 50,154 | $1.5M | 0.26% | |
| 75 | WMTWALMART INC | 14,606 | $1.4M | 0.26% | |
| 76 | IAGGISHARES TR | 27,140 | $1.4M | 0.25% | |
| 77 | 4I1PHILIP MORRIS INTL INC | 7,598 | $1.4M | 0.25% | |
| 78 | ORCLORACLE CORP | 6,320 | $1.4M | 0.25% | |
| 79 | CVXCHEVRON CORP NEW | 9,594 | $1.4M | 0.25% | |
| 80 | EJULINNOVATOR ETFS TRUST | 49,367 | $1.4M | 0.24% | |
| 81 | EMBISHARES TR | 14,252 | $1.3M | 0.24% | |
| 82 | WFCWELLS FARGO CO NEW | 16,335 | $1.3M | 0.23% | |
| 83 | ZJULINNOVATOR ETFS TRUST | 46,006 | $1.3M | 0.23% | |
| 84 | GSGOLDMAN SACHS GROUP INC | 1,730 | $1.2M | 0.22% | |
| 85 | VVISA INC | 3,409 | $1.2M | 0.22% | |
| 86 | DECWAIM ETF PRODUCTS TRUST | 37,800 | $1.2M | 0.21% | |
| 87 | NFLXNETFLIX INC | 880 | $1.2M | 0.21% | |
| 88 | ITOTISHARES TR | 8,475 | $1.1M | 0.20% | |
| 89 | XCEMCOLUMBIA ETF TR II | 33,109 | $1.1M | 0.20% | |
| 90 | VTIVANGUARD INDEX FDS | 3,704 | $1.1M | 0.20% | |
| 91 | IWMISHARES TR | 5,148 | $1.1M | 0.20% | |
| 92 | PHYS/USPROTT PHYSICAL GOLD TR | 41,835 | $1.1M | 0.19% | |
| 93 | WABCWESTAMERICA BANCORPORATION | 21,775 | $1.1M | 0.19% | |
| 94 | PSLV/USPROTT PHYSICAL SILVER TR | 85,816 | $1.1M | 0.19% | |
| 95 | SDOGALPS ETF TR | 17,979 | $1.0M | 0.18% | |
| 96 | BLKBLACKROCK INC | 977 | $1.0M | 0.18% | |
| 97 | JNJJOHNSON & JOHNSON | 6,634 | $1.0M | 0.18% | |
| 98 | ZOCTINNOVATOR ETFS TRUST | 38,881 | $1.0M | 0.18% | |
| 99 | COWZPACER FDS TR | 18,064 | $995K | 0.18% | |
| 100 | BSCPINVESCO EXCH TRD SLF IDX FD | 46,819 | $968K | 0.17% |
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