13F HOLDINGS REPORT

Cypress Wealth Services, LLC

Quarter ended Q1 2025 · Filed April 10, 2025 · Accession 0001085146-25-002032

Total Value

$493.0M

Positions

284

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (284)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	464287200	54,738	$30.8M	6.24%
2	APPLE INC	AAPL	132,950	$29.5M	5.99%
3	ISHARES TR	46432F339	125,986	$21.5M	4.37%
4	SPDR SER TR	78464A854	303,756	$20.0M	4.05%
5	BLACKROCK ETF TRUST	BLK	347,545	$16.9M	3.44%
6	ISHARES TR	464287309	182,008	$16.9M	3.43%
7	SCHWAB STRATEGIC TR	808524839	546,533	$12.7M	2.57%
8	ISHARES TR	464288877	201,254	$11.9M	2.41%
9	ISHARES TR	464287408	61,644	$11.7M	2.38%
10	ISHARES TR	464287101	35,008	$9.5M	1.92%
11	ISHARES TR	464288885	87,401	$8.7M	1.77%
12	VANGUARD WORLD FD	921910816	26,905	$8.3M	1.69%
13	ISHARES TR	46434V613	171,804	$7.9M	1.61%
14	ISHARES TR	464287721	52,507	$7.4M	1.50%
15	ISHARES TR	46435G425	60,165	$7.3M	1.49%
16	SPDR S&P 500 ETF TR	SPY	12,310	$6.9M	1.40%
17	VANGUARD INDEX FDS	922908363	12,812	$6.6M	1.34%
18	VANGUARD INDEX FDS	922908629	23,251	$6.0M	1.22%
19	VANGUARD WHITEHALL FDS	921946406	43,847	$5.7M	1.15%
20	BERKSHIRE HATHAWAY INC DEL	BRK-A	10,212	$5.4M	1.10%
21	MICROSOFT CORP	MSFT	14,444	$5.4M	1.10%
22	COLUMBIA ETF TR II	19762B202	176,193	$5.2M	1.06%
23	VANGUARD INDEX FDS	922908751	21,744	$4.8M	0.98%
24	ISHARES TR	464288687	150,027	$4.6M	0.94%
25	VANGUARD TAX-MANAGED FDS	921943858	88,408	$4.5M	0.91%
26	AMAZON COM INC	AMZN	23,414	$4.5M	0.90%
27	ISHARES TR	464288588	43,521	$4.1M	0.83%
28	ALPHABET INC	GOOG	26,006	$4.0M	0.82%
29	COSTCO WHSL CORP NEW	22160K105	4,055	$3.8M	0.78%
30	NVIDIA CORPORATION	NVDA	35,235	$3.8M	0.77%
31	VANGUARD SCOTTSDALE FDS	92206C870	44,934	$3.7M	0.75%
32	ISHARES TR	464288513	43,920	$3.5M	0.70%
33	SCHWAB STRATEGIC TR	808524797	113,783	$3.2M	0.65%
34	ISHARES INC	46434G103	57,205	$3.1M	0.63%
35	TESLA INC	TSLA	11,714	$3.0M	0.62%
36	ISHARES TR	46435G409	98,076	$3.0M	0.60%
37	ISHARES TR	464287168	21,299	$2.9M	0.58%
38	UNITED PARCEL SERVICE INC	UPS	25,453	$2.8M	0.57%
39	ISHARES INC	46434G764	50,425	$2.8M	0.56%
40	BLACKROCK ETF TRUST II	BLK	52,647	$2.8M	0.56%
41	ISHARES GOLD TR	IAU	46,048	$2.7M	0.55%
42	VANGUARD WORLD FD	92204A207	12,293	$2.7M	0.55%
43	META PLATFORMS INC	META	4,582	$2.6M	0.54%
44	JPMORGAN CHASE & CO.	VYLD	10,512	$2.6M	0.52%
45	ALPHABET INC	GOOG	15,985	$2.5M	0.51%
46	INVESCO QQQ TR	IVZ	5,300	$2.5M	0.50%
47	AIM ETF PRODUCTS TRUST	00888H539	99,652	$2.5M	0.50%
48	ISHARES TR	46434V803	67,540	$2.5M	0.50%
49	DIMENSIONAL ETF TRUST	25434V724	54,759	$2.3M	0.46%
50	MARRIOTT INTL INC NEW	571903202	9,440	$2.2M	0.46%
51	INVESCO EXCH TRADED FD TR II	IVZ	23,693	$2.2M	0.44%
52	ISHARES TR	464288653	19,886	$2.1M	0.42%
53	ISHARES TR	464287622	6,478	$2.0M	0.40%
54	ISHARES TR	464287861	33,169	$1.9M	0.39%
55	EXXON MOBIL CORP	XOM	16,035	$1.9M	0.39%
56	ELI LILLY & CO	LLY	2,280	$1.9M	0.38%
57	DIMENSIONAL ETF TRUST	25434V500	31,061	$1.9M	0.38%
58	INNOVATOR ETFS TRUST	INHD	46,429	$1.9M	0.38%
59	ISHARES TR	46432F396	8,959	$1.8M	0.37%
60	VANGUARD INDEX FDS	922908637	6,809	$1.8M	0.35%
61	VANGUARD SPECIALIZED FUNDS	921908844	8,702	$1.7M	0.34%
62	CHEVRON CORP NEW	CVX	9,666	$1.6M	0.33%
63	INNOVATOR ETFS TRUST	INHD	63,901	$1.6M	0.32%
64	SHOPIFY INC	SHOP	16,662	$1.6M	0.32%
65	ISHARES TR	464288414	14,924	$1.6M	0.32%
66	ISHARES TR	46429B697	16,624	$1.6M	0.32%
67	VANGUARD MUN BD FDS	922907746	31,099	$1.5M	0.31%
68	AMERICAN EXPRESS CO	AXP	5,499	$1.5M	0.30%
69	BONDBLOXX ETF TRUST	09789C812	31,032	$1.4M	0.29%
70	INNOVATOR ETFS TRUST	INHD	53,527	$1.4M	0.29%
71	INNOVATOR ETFS TRUST	INHD	50,769	$1.4M	0.29%
72	INNOVATOR ETFS TRUST	INHD	46,291	$1.3M	0.27%
73	ISHARES TR	46435U218	13,590	$1.3M	0.26%
74	WELLS FARGO CO NEW	949746101	17,577	$1.3M	0.26%
75	INNOVATOR ETFS TRUST	INHD	49,367	$1.2M	0.25%
76	WALMART INC	WMT	14,148	$1.2M	0.25%
77	VISA INC	V	3,425	$1.2M	0.24%
78	ISHARES TR	464288281	13,158	$1.2M	0.24%
79	VANGUARD INTL EQUITY INDEX F	922042858	26,261	$1.2M	0.24%
80	PHILIP MORRIS INTL INC	718172109	7,486	$1.2M	0.24%
81	AIM ETF PRODUCTS TRUST	00888H794	37,800	$1.1M	0.23%
82	WESTAMERICA BANCORPORATION	WABC	21,775	$1.1M	0.22%
83	JOHNSON & JOHNSON	JNJ	6,572	$1.1M	0.22%
84	ISHARES TR	464287150	8,751	$1.1M	0.22%
85	ALPS ETF TR	00162Q858	17,857	$1.0M	0.21%
86	SPROTT PHYSICAL GOLD TR	SII	42,832	$1.0M	0.21%
87	PACER FDS TR	69374H881	18,646	$1.0M	0.21%
88	SPROTT PHYSICAL SILVER TR	SII	85,700	$994,120	0.20%
89	INNOVATOR ETFS TRUST	INHD	38,881	$977,884	0.20%
90	INVESCO EXCH TRD SLF IDX FD	IVZ	47,192	$975,931	0.20%
91	INVESCO EXCH TRD SLF IDX FD	IVZ	49,663	$967,435	0.20%
92	INVESCO EXCH TRD SLF IDX FD	IVZ	48,089	$942,064	0.19%
93	BROADCOM INC	AVGO	5,567	$932,058	0.19%
94	INVESCO EXCH TRD SLF IDX FD	IVZ	45,237	$920,573	0.19%
95	AMGEN INC	AMGN	2,951	$919,504	0.19%
96	ISHARES SILVER TR	SLV	29,172	$904,040	0.18%
97	SPDR SER TR	78468R804	5,166	$899,077	0.18%
98	VERIZON COMMUNICATIONS INC	VZ	19,691	$893,189	0.18%
99	BLACKROCK INC	BLK	937	$886,696	0.18%
100	INVESCO EXCH TRD SLF IDX FD	IVZ	47,548	$881,064	0.18%
101	INNOVATOR ETFS TRUST	INHD	27,061	$865,251	0.18%
102	INNOVATOR ETFS TRUST	INHD	28,190	$852,398	0.17%
103	ISHARES TR	464287291	10,603	$803,071	0.16%
104	GOLDMAN SACHS GROUP INC	GSCE	1,456	$795,316	0.16%
105	ISHARES TR	46432F842	10,371	$784,571	0.16%
106	SPDR DOW JONES INDL AVERAGE	78467X109	1,844	$774,284	0.16%
107	CISCO SYS INC	CSCO	12,462	$769,046	0.16%
108	NETFLIX INC	NFLX	822	$766,540	0.16%
109	INNOVATOR ETFS TRUST	INHD	30,614	$755,924	0.15%
110	ISHARES TR	464287549	8,313	$753,740	0.15%
111	AIM ETF PRODUCTS TRUST	00888H547	30,421	$749,744	0.15%
112	WHEATON PRECIOUS METALS CORP	WPM	9,522	$739,193	0.15%
113	UNITEDHEALTH GROUP INC	UNH	1,403	$734,995	0.15%
114	DISNEY WALT CO	254687106	7,439	$734,236	0.15%
115	INNOVATOR ETFS TRUST	INHD	29,150	$726,596	0.15%
116	TEXAS INSTRS INC	882508104	3,997	$718,187	0.15%
117	ORACLE CORP	ORCL-PD	5,057	$707,069	0.14%
118	INVESCO CALIF VALUE MUN INCO	IVZ	66,002	$700,276	0.14%
119	ISHARES BITCOIN TRUST ETF	IBIT	14,917	$698,265	0.14%
120	BECTON DICKINSON & CO	BDX	3,022	$692,264	0.14%
121	VANGUARD SCOTTSDALE FDS	92206C409	8,768	$692,163	0.14%
122	COMCAST CORP NEW	CCZ	18,706	$690,266	0.14%
123	ISHARES INC	46434G889	14,631	$684,438	0.14%
124	VANGUARD WORLD FD	92204A306	5,197	$674,049	0.14%
125	EATON VANCE CALIF MUN BD FD	ETN	71,693	$664,594	0.13%
126	MASTERCARD INCORPORATED	MA	1,209	$662,755	0.13%
127	COCA COLA CO	KO	9,229	$660,981	0.13%
128	SCHWAB CHARLES CORP	SCHW-PJ	8,313	$650,729	0.13%
129	VANGUARD INDEX FDS	922908744	3,758	$649,157	0.13%
130	STARBUCKS CORP	SBUX	6,603	$647,686	0.13%
131	ENTERGY CORP NEW	ENO	7,460	$637,758	0.13%
132	ISHARES TR	46429B333	14,285	$627,112	0.13%
133	ISHARES TR	46432F388	5,862	$625,187	0.13%
134	ENBRIDGE INC	ENNPF	14,081	$623,929	0.13%
135	MEDTRONIC PLC	MDT	6,935	$623,179	0.13%
136	ABBVIE INC	ABBV	2,842	$595,521	0.12%
137	DUKE ENERGY CORP NEW	DUKB	4,866	$593,558	0.12%
138	ALAMOS GOLD INC NEW	AGI	21,940	$586,676	0.12%
139	CHENIERE ENERGY INC	LNG	2,527	$584,782	0.12%
140	INNOVATOR ETFS TRUST	INHD	23,021	$583,661	0.12%
141	AMERICAN HEALTHCARE REIT INC	AHR	19,239	$582,942	0.12%
142	FORD MTR CO	345370860	57,636	$578,089	0.12%
143	HOME DEPOT INC	HD	1,574	$576,871	0.12%
144	AMERICAN TOWER CORP NEW	03027X100	2,635	$573,342	0.12%
145	BLACKROCK MUNIHLDNGS CALI QL	BLK	53,241	$570,216	0.12%
146	VANGUARD BD INDEX FDS	921937819	7,298	$558,808	0.11%
147	BOOKING HOLDINGS INC	BKNG	117	$539,720	0.11%
148	AIR PRODS & CHEMS INC	AIIR	1,804	$532,027	0.11%
149	LAMAR ADVERTISING CO NEW	LAMR	4,654	$529,517	0.11%
150	VANGUARD INDEX FDS	922908769	1,918	$527,049	0.11%
151	TJX COS INC NEW	872540109	4,270	$520,115	0.11%
152	GRAYSCALE BITCOIN TRUST ETF	GBTC	7,912	$515,625	0.10%
153	PROCTER AND GAMBLE CO	742718109	3,025	$515,568	0.10%
154	ISHARES TR	46435U713	11,403	$513,937	0.10%
155	ISHARES TR	46429B267	22,102	$508,015	0.10%
156	LOWES COS INC	548661107	2,111	$492,307	0.10%
157	ISHARES TR	464288109	6,018	$490,166	0.10%
158	DIMENSIONAL ETF TRUST	25434V104	12,733	$489,443	0.10%
159	RIVERNORTH OPPORTUNISTIC MUN	RMI	32,500	$485,225	0.10%
160	VANGUARD INDEX FDS	922908736	1,305	$484,004	0.10%
161	SPDR SER TR	78468R721	10,679	$481,303	0.10%
162	ISHARES TR	464287614	1,321	$477,029	0.10%
163	CAVA GROUP INC	CAVA	5,440	$470,070	0.10%
164	PFIZER INC	PFE	17,725	$449,150	0.09%
165	ISHARES TR	464287432	4,904	$446,377	0.09%
166	GSK PLC	GLAXF	11,444	$443,341	0.09%
167	WASTE MGMT INC DEL	94106L109	1,858	$430,210	0.09%
168	INNOVATOR ETFS TRUST	INHD	11,472	$424,579	0.09%
169	ELEVANCE HEALTH INC	ELV	969	$421,358	0.09%
170	HONEYWELL INTL INC	438516106	1,968	$416,641	0.08%
171	ARES CAPITAL CORP	ARCC	18,642	$413,112	0.08%
172	ALTRIA GROUP INC	MO	6,770	$406,358	0.08%
173	ISHARES TR	464287226	4,095	$405,077	0.08%
174	INNOVATOR ETFS TRUST	INHD	15,145	$404,995	0.08%
175	KKR & CO INC	KKRT	3,480	$402,352	0.08%
176	ABBOTT LABS	ABLZF	3,021	$400,786	0.08%
177	ISHARES TR	46429B663	3,290	$398,485	0.08%
178	AT&T INC	T-PC	14,043	$397,149	0.08%
179	BANK AMERICA CORP	060505104	9,414	$392,847	0.08%
180	VIPER ENERGY INC	VNOM	8,696	$392,624	0.08%
181	ISHARES TR	464288596	3,756	$391,150	0.08%
182	ARISTA NETWORKS INC	ANET	5,038	$390,344	0.08%
183	SPDR GOLD TR	GLD	1,346	$387,836	0.08%
184	FRANCO NEV CORP	FNV	2,440	$384,446	0.08%
185	OMNICOM GROUP INC	OMC	4,521	$374,824	0.08%
186	INTERNATIONAL BUSINESS MACHS	INTR	1,487	$369,749	0.07%
187	ACCENTURE PLC IRELAND	ACN	1,158	$361,423	0.07%
188	ISHARES TR	464287804	3,434	$359,047	0.07%
189	DIMENSIONAL ETF TRUST	25434V203	11,423	$356,735	0.07%
190	LLOYDS BANKING GROUP PLC	LLOBF	90,605	$346,111	0.07%
191	MCDONALDS CORP	MCD	1,108	$346,098	0.07%
192	J P MORGAN EXCHANGE TRADED F	46641Q779	6,106	$344,134	0.07%
193	NUVEEN CALIFORNIA AMT QLT MU	NU	27,310	$343,827	0.07%
194	TRUIST FINL CORP	89832Q109	8,341	$343,212	0.07%
195	BALL CORP	BALL	6,487	$337,782	0.07%
196	GENUINE PARTS CO	GPC	2,814	$335,260	0.07%
197	INNOVATOR ETFS TRUST	INHD	8,859	$333,098	0.07%
198	ISHARES TR	46435U515	13,171	$332,699	0.07%
199	FISERV INC	FISV	1,498	$330,803	0.07%
200	THERMO FISHER SCIENTIFIC INC	TMO	661	$328,981	0.07%
201	INNOVATOR ETFS TRUST	INHD	12,519	$327,603	0.07%
202	BLACK STONE MINERALS L P	BSMLP	21,437	$327,343	0.07%
203	TAIWAN SEMICONDUCTOR MFG LTD	874039100	1,963	$325,858	0.07%
204	WEC ENERGY GROUP INC	WEC	2,970	$323,723	0.07%
205	ALPS ETF TR	00162Q452	6,198	$321,936	0.07%
206	FIRST TRUST LRGCP GWT ALPHAD	33735K108	2,448	$321,718	0.07%
207	ISHARES TR	464287523	1,708	$321,394	0.07%
208	INNOVATOR ETFS TRUST	INHD	12,819	$320,699	0.07%
209	ISHARES TR	46434V639	8,169	$318,346	0.06%
210	PEPSICO INC	PEP	2,119	$317,668	0.06%
211	ISHARES TR	46435G250	6,687	$314,891	0.06%
212	GENERAL DYNAMICS CORP	GD	1,155	$314,808	0.06%
213	INNOVATOR ETFS TRUST	INHD	8,704	$311,777	0.06%
214	FIRST TR EXCHNG TRADED FD VI	33740U869	13,555	$307,427	0.06%
215	CHECK POINT SOFTWARE TECH LT	M22465104	1,336	$304,501	0.06%
216	AIM ETF PRODUCTS TRUST	00888H521	12,628	$303,385	0.06%
217	AGNICO EAGLE MINES LTD	AEM	2,787	$302,139	0.06%
218	MERCK & CO INC	MRK	3,359	$301,469	0.06%
219	ISHARES TR	46435G102	3,524	$294,642	0.06%
220	ISHARES TR	464287234	6,717	$293,533	0.06%
221	RTX CORPORATION	RTX	2,207	$292,282	0.06%
222	INNOVATOR ETFS TRUST	INHD	4,865	$292,030	0.06%
223	CONOCOPHILLIPS	COP	2,779	$291,856	0.06%
224	ISHARES TR	464287796	5,787	$285,291	0.06%
225	ISHARES TR	46432F370	1,956	$284,445	0.06%
226	CARMAX INC	KMX	3,634	$283,161	0.06%
227	AUTOMATIC DATA PROCESSING IN	ADP	911	$278,430	0.06%
228	INNOVATOR ETFS TRUST	INHD	9,480	$277,459	0.06%
229	BLACKSTONE INC	BX	1,980	$276,713	0.06%
230	MCKESSON CORP	MCK	402	$270,220	0.05%
231	CHIPOTLE MEXICAN GRILL INC	CMG	5,365	$269,377	0.05%
232	SPDR INDEX SHS FDS	78463X202	4,887	$265,918	0.05%
233	HUNTINGTON INGALLS INDS INC	446413106	1,286	$262,395	0.05%
234	SPDR S&P MIDCAP 400 ETF TR	MDY	485	$258,738	0.05%
235	ISHARES TR	464287655	1,293	$257,921	0.05%
236	BOSTON SCIENTIFIC CORP	BSX	2,540	$256,235	0.05%
237	PALANTIR TECHNOLOGIES INC	PLTR	3,030	$255,732	0.05%
238	INNOVATOR ETFS TRUST	INHD	6,663	$251,728	0.05%
239	SPDR SER TR	78464A763	1,852	$251,297	0.05%
240	VANGUARD CHARLOTTE FDS	92203J407	5,117	$249,834	0.05%
241	RB GLOBAL INC	RBA	2,483	$249,045	0.05%
242	EDISON INTL	281020107	4,190	$246,848	0.05%
243	SWEETGREEN INC	SG	9,793	$245,021	0.05%
244	EA SERIES TRUST	02072L680	6,763	$243,887	0.05%
245	BLOOM ENERGY CORP	BE	12,385	$243,489	0.05%
246	EBAY INC.	EBAY	3,501	$237,134	0.05%
247	SPDR SER TR	78464A839	3,048	$234,848	0.05%
248	INNOVATOR ETFS TRUST	INHD	6,511	$232,703	0.05%
249	VANGUARD INTL EQUITY INDEX F	922042874	3,303	$231,895	0.05%
250	ISHARES TR	46429B655	4,475	$228,449	0.05%
251	ISHARES TR	46435GAA0	9,399	$227,550	0.05%
252	CROWDSTRIKE HLDGS INC	CRWD	641	$226,004	0.05%
253	FREEPORT-MCMORAN INC	FCX	5,957	$225,548	0.05%
254	ISHARES TR	464287507	3,865	$225,523	0.05%
255	INNOVATOR ETFS TRUST	INHD	9,056	$224,845	0.05%
256	VANGUARD WORLD FD	92204A504	838	$221,820	0.04%
257	IQVIA HLDGS INC	IQV	1,256	$221,433	0.04%
258	NOVARTIS AG	NVSEF	1,984	$221,176	0.04%
259	FIDELITY NATL INFORMATION SV	31620M106	2,953	$220,530	0.04%
260	SEMPRA	SREA	3,086	$220,220	0.04%
261	FIRST TR EXCHNG TRADED FD VI	33740F763	4,500	$219,555	0.04%
262	UNILEVER PLC	UNLYF	3,656	$217,715	0.04%
263	ADOBE INC	ADBE	567	$217,462	0.04%
264	SELECT SECTOR SPDR TR	81369Y886	2,730	$215,222	0.04%
265	FORTUNA MNG CORP	349942102	35,244	$214,988	0.04%
266	ISHARES TR	46435UAA9	8,867	$214,404	0.04%
267	FIRST TR EXCHANGE-TRADED FD	33733E104	2,366	$212,088	0.04%
268	PUBLIC SVC ENTERPRISE GRP IN	744573106	2,569	$211,393	0.04%
269	FIRST TR EXCHANGE TRADED FD	33734X846	3,320	$209,160	0.04%
270	FIRST TR EXCH TRADED FD III	33739P863	4,283	$207,920	0.04%
271	INNOVATOR ETFS TRUST	INHD	5,125	$207,575	0.04%
272	INVESCO EXCH TRADED FD TR II	IVZ	1,072	$206,841	0.04%
273	QUALCOMM INC	QCOM	1,325	$203,601	0.04%
274	ENTERPRISE PRODS PARTNERS L	293792107	5,892	$201,167	0.04%
275	FIRST MAJESTIC SILVER CORP	AG	23,993	$160,513	0.03%
276	BIOCRYST PHARMACEUTICALS INC	BCRX	20,000	$150,000	0.03%
277	SILVERCORP METALS INC	SVM	34,122	$132,052	0.03%
278	INTERNATIONAL TOWER HILL MIN	46050R102	129,687	$81,962	0.02%
279	BITFARMS LTD	BITF	75,150	$59,233	0.01%
280	NOVAGOLD RES INC	66987E206	20,209	$59,010	0.01%
281	TRILOGY METALS INC NEW	TMQ	19,600	$30,380	0.01%
282	NIOCORP DEVS LTD	654484609	15,090	$29,727	0.01%
283	PLUG POWER INC	PLUG	10,648	$14,375	0.00%
284	AMERICAN RES CORP	AREC	13,467	$6,292	0.00%