CIK 1721527
Cypress Wealth Services, LLC
Institutional 13F holdings & portfolio
Holdings
389
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 389
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| HD | HOME DEPOT INC | 4K | $1M+ | SH |
| YJUN | FIRST TR EXCHNG TRADED FD VI | 48K | $1M+ | SH |
| NJUL | INNOVATOR ETFS TRUST | 17K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 7K | $1M+ | SH |
| AMGN | AMGEN INC | 4K | $1M+ | SH |
| DECW | AIM ETF PRODUCTS TRUST | 35K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 2K | $1M+ | SH |
| ZOCT | INNOVATOR ETFS TRUST | 43K | $1M+ | SH |
| SDOG | ALPS ETF TR | 19K | $1M+ | SH |
| BE | BLOOM ENERGY CORP | 13K | $1M+ | SH |
| NFLX | NETFLIX INC | 12K | $1M+ | SH |
| ABBV | ABBVIE INC | 5K | $1M+ | SH |
| JULW | AIM ETF PRODUCTS TRUST | 27K | $1M+ | SH |
| WABC | WESTAMERICA BANCORPORATION | 22K | $1M+ | SH |
| VLO | VALERO ENERGY CORP | 6K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 21K | $1M+ | SH |
| TJUL | INNOVATOR ETFS TRUST | 35K | $1M+ | SH |
| JAJL | INNOVATOR ETFS TRUST | 35K | $1M+ | SH |
| IXN | ISHARES TR | 10K | $1M+ | SH |
| COWZ | PACER FDS TR | 17K | $1M+ | SH |
| IJH | ISHARES TR | 15K | $500K+ | SH |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 50K | $500K+ | SH |
| EFA | ISHARES TR | 10K | $500K+ | SH |
| BSCR | INVESCO EXCH TRD SLF IDX FD | 49K | $500K+ | SH |
| KO | COCA COLA CO | 13K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $500K+ | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 45K | $500K+ | SH |
| TXN | TEXAS INSTRS INC | 5K | $500K+ | SH |
| QCOM | QUALCOMM INC | 5K | $500K+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 16K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 7K | $500K+ | SH |
| CRM | SALESFORCE INC | 3K | $500K+ | SH |
| LGLV | SPDR SERIES TRUST | 5K | $500K+ | SH |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 47K | $500K+ | SH |
| AMAT | APPLIED MATLS INC | 3K | $500K+ | SH |
| SCHW | SCHWAB CHARLES CORP | 9K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 17K | $500K+ | SH |
| BLK | BLACKROCK INC | 802 | $500K+ | SH |
| AGI | ALAMOS GOLD INC NEW | 22K | $500K+ | SH |
| DE | DEERE & CO | 2K | $500K+ | SH |
| TJAN | INNOVATOR ETFS TRUST | 31K | $500K+ | SH |
| BKNG | BOOKING HOLDINGS INC | 154 | $500K+ | SH |
| USB | US BANCORP DEL | 15K | $500K+ | SH |
| PRK | PARK NATL CORP | 5K | $500K+ | SH |
| ZAUG | INNOVATOR ETFS TRUST | 30K | $500K+ | SH |
| IEFA | ISHARES TR | 9K | $500K+ | SH |
| VCV | INVESCO CALIF VALUE MUN INCO | 69K | $500K+ | SH |
| EEM | ISHARES TR | 14K | $500K+ | SH |
| OCTU | AIM ETF PRODUCTS TRUST | 27K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 4K | $500K+ | SH |