Cypress Wealth Services, LLC Q3 2025 Filing

Filed October 15, 2025

Portfolio Value

$610.6B

Holdings

346

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (346 positions)

#StockSharesValue% PortfolioType
201
JMOMJ P MORGAN EXCHANGE TRADED F
6,148$417.5M0.07%
202
TAT&T INC
14,612$412.6M0.07%
203
LYGLLOYDS BANKING GROUP PLC
90,844$412.4M0.07%
204
ACNACCENTURE PLC IRELAND
1,639$404.2M0.07%
205
PJUNINNOVATOR ETFS TRUST
9,684$398.5M0.07%
206
HDVISHARES TR
3,222$394.5M0.06%
207
TFCTRUIST FINL CORP
8,466$387.1M0.06%
208
GPCGENUINE PARTS CO
2,772$384.2M0.06%
209
GBFISHARES TR
3,576$376.8M0.06%
210
MCDMCDONALDS CORP
1,223$371.7M0.06%
211
MARWAIM ETF PRODUCTS TRUST
11,059$371.7M0.06%
212
HIIHUNTINGTON INGALLS INDS INC
1,288$370.9M0.06%
213
ADPAUTOMATIC DATA PROCESSING IN
1,262$370.5M0.06%
214
AGGISHARES TR
3,694$370.3M0.06%
215
STIPISHARES TR
3,562$368.2M0.06%
216
RTXRTX CORPORATION
2,200$368.2M0.06%
217
NNOVINNOVATOR ETFS TRUST
12,819$365.5M0.06%
218
FTCFIRST TR EXCHANGE-TRADED ALP
2,248$361.1M0.06%
219
ARCCARES CAPITAL CORP
17,509$357.4M0.06%
220
AAPRINNOVATOR ETFS TRUST
12,519$349.7M0.06%
221
PMARINNOVATOR ETFS TRUST
7,904$347.1M0.06%
222
WECWEC ENERGY GROUP INC
2,995$343.2M0.06%
223
BXBLACKSTONE INC
2,005$342.6M0.06%
224
DECUAIM ETF PRODUCTS TRUST
12,628$339.4M0.06%
225
ZFEBINNOVATOR ETFS TRUST
13,574$338.8M0.06%
226
STRVEA SERIES TRUST
7,820$337.8M0.06%
227
IBDTISHARES TR
13,171$336.1M0.06%
228
GDGENERAL DYNAMICS CORP
984$335.5M0.05%
229
ESGEISHARES INC
7,723$335.3M0.05%
230
VNOMVIPER ENERGY INC
8,771$335.2M0.05%
231
DSIISHARES TR
2,637$332.1M0.05%
232
BALLBALL CORP
6,582$331.9M0.05%
233
IWDISHARES TR
1,626$331.0M0.05%
234
QCOMQUALCOMM INC
1,978$329.1M0.05%
235
MOALTRIA GROUP INC
4,961$327.7M0.05%
236
AJULINNOVATOR ETFS TRUST
11,357$325.0M0.05%
237
FISFIDELITY NATL INFORMATION SV
4,909$323.7M0.05%
238
IQVIQVIA HLDGS INC
1,704$323.7M0.05%
239
SYYSYSCO CORP
3,923$323.0M0.05%
240
DWDMORGAN STANLEY
2,029$322.6M0.05%
241
MUMICRON TECHNOLOGY INC
1,924$321.9M0.05%
242
MCKMCKESSON CORP
417$321.9M0.05%
243
MRKMERCK & CO INC
3,835$321.9M0.05%
244
AVUSAMERICAN CENTY ETF TR
2,944$320.0M0.05%
245
CRWDCROWDSTRIKE HLDGS INC
652$319.7M0.05%
246
ABTABBOTT LABS
2,366$316.9M0.05%
247
COPCONOCOPHILLIPS
3,334$315.4M0.05%
248
ELVELEVANCE HEALTH INC FORMERLY
972$314.2M0.05%
249
IWMISHARES TR
1,294$313.0M0.05%
250
GEGE AEROSPACE
1,032$310.3M0.05%
251
QQQMINVESCO EXCH TRADED FD TR II
1,244$307.5M0.05%
252
AVDEAMERICAN CENTY ETF TR
3,881$306.2M0.05%
253
PDECINNOVATOR ETFS TRUST
7,232$303.9M0.05%
254
FEZSPDR INDEX SHS FDS
4,888$303.7M0.05%
255
IWPISHARES TR
2,116$301.3M0.05%
256
FISVFISERV INC
2,304$297.1M0.05%
257
SRESEMPRA
3,230$290.6M0.05%
258
MDYSPDR S&P MIDCAP 400 ETF TR
485$289.1M0.05%
259
SCHBSCHWAB STRATEGIC TR
11,213$288.3M0.05%
260
ADSKAUTODESK INC
907$288.1M0.05%
261
LMTLOCKHEED MARTIN CORP
575$287.3M0.05%
262
AMLPALPS ETF TR
6,093$285.9M0.05%
263
ORLYOREILLY AUTOMOTIVE INC
2,642$284.8M0.05%
264
TLTISHARES TR
3,162$282.6M0.05%
265
BSMBLACK STONE MINERALS L P
21,437$281.7M0.05%
266
IJRISHARES TR
2,363$280.8M0.05%
267
LIILENNOX INTL INC
530$280.6M0.05%
268
RBARB GLOBAL INC
2,532$274.4M0.04%
269
EJANINNOVATOR ETFS TRUST
8,220$273.0M0.04%
270
PAPRINNOVATOR ETFS TRUST
7,112$272.8M0.04%
271
NVSNNOVARTIS AG
2,126$272.6M0.04%
272
MARTAIM ETF PRODUCTS TRUST
7,198$271.4M0.04%
273
BSXBOSTON SCIENTIFIC CORP
2,774$270.8M0.04%
274
ICVTISHARES TR
2,705$270.6M0.04%
275
VGKVANGUARD INTL EQUITY INDEX F
3,349$267.3M0.04%
276
QCJAFIRST TR EXCHNG TRADED FD VI
12,444$266.7M0.04%
277
MLMMARTIN MARIETTA MATLS INC
417$262.9M0.04%
278
SDYSPDR SERIES TRUST
1,860$260.4M0.04%
279
FVIFORTUNA MNG CORP
28,795$258.0M0.04%
280
CIBRFIRST TR EXCHANGE TRADED FD
3,320$252.4M0.04%
281
IJHISHARES TR
3,865$252.2M0.04%
282
AGFIRST MAJESTIC SILVER CORP
20,208$248.4M0.04%
283
USXFISHARES TR
4,332$248.3M0.04%
284
FFEBFIRST TR EXCHNG TRADED FD VI
4,500$248.2M0.04%
285
CRWVCOREWEAVE INC
1,813$248.1M0.04%
286
LRCXLAM RESEARCH CORP
1,849$247.6M0.04%
287
FXLFIRST TR EXCHANGE TRADED FD
1,456$244.6M0.04%
288
ITWILLINOIS TOOL WKS INC
921$240.2M0.04%
289
BABAALIBABA GROUP HLDG LTD
1,343$240.0M0.04%
290
IJULINNOVATOR ETFS TRUST
7,328$239.5M0.04%
291
LHXL3HARRIS TECHNOLOGIES INC
783$239.2M0.04%
292
SCHFSCHWAB STRATEGIC TR
10,271$239.1M0.04%
293
WWAYFAIR INC
2,673$238.8M0.04%
294
XLUSELECT SECTOR SPDR TR
2,732$238.2M0.04%
295
ESEVERSOURCE ENERGY
3,343$237.8M0.04%
296
AOCTINNOVATOR ETFS TRUST
9,056$237.8M0.04%
297
TRVCCITIGROUP INC
2,342$237.7M0.04%
298
EIXEDISON INTL
4,263$235.7M0.04%
299
BJUNINNOVATOR ETFS TRUST
5,125$234.4M0.04%
300
APPAPPLOVIN CORP
326$234.2M0.04%
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