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 151–200 of 389
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TMO | THERMO FISHER SCIENTIFIC INC | 1K | $500K+ | SH |
| F | FORD MTR CO | 57K | $500K+ | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 6K | $500K+ | SH |
| IJR | ISHARES TR | 6K | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| ENB | ENBRIDGE INC | 15K | $500K+ | SH |
| IWF | ISHARES TR | 2K | $500K+ | SH |
| COF | CAPITAL ONE FINL CORP | 3K | $500K+ | SH |
| USMV | ISHARES TR | 8K | $500K+ | SH |
| ZAPR | INNOVATOR ETFS TRUST | 28K | $500K+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 12K | $500K+ | SH |
| XCEM | COLUMBIA ETF TR II | 18K | $500K+ | SH |
| VLUE | ISHARES TR | 5K | $500K+ | SH |
| EMGF | ISHARES INC | 12K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $500K+ | SH |
| VDE | VANGUARD WORLD FD | 5K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| T | AT&T INC | 27K | $500K+ | SH |
| MDT | MEDTRONIC PLC | 7K | $500K+ | SH |
| DUK | DUKE ENERGY CORP NEW | 6K | $500K+ | SH |
| MUC | BLACKROCK MUNIHLDNGS CALI QL | 62K | $500K+ | SH |
| MS | MORGAN STANLEY | 4K | $500K+ | SH |
| IAUG | INNOVATOR ETFS TRUST | 23K | $500K+ | SH |
| RTX | RTX CORPORATION | 4K | $500K+ | SH |
| TJX | TJX COS INC NEW | 4K | $500K+ | SH |
| LNG | CHENIERE ENERGY INC | 3K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 12K | $500K+ | SH |
| GLD | SPDR GOLD TR | 2K | $500K+ | SH |
| XLG | INVESCO EXCHANGE TRADED FD T | 11K | $500K+ | SH |
| DIS | DISNEY WALT CO | 6K | $500K+ | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 8K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 12K | $500K+ | SH |
| MAXJ | ISHARES TR | 22K | $500K+ | SH |
| MU | MICRON TECHNOLOGY INC | 2K | $500K+ | SH |
| LOW | LOWES COS INC | 3K | $500K+ | SH |
| MAYW | AIM ETF PRODUCTS TRUST | 18K | $500K+ | SH |
| EMXC | ISHARES INC | 8K | $500K+ | SH |
| BFZ | BLACKROCK CALIF MUN INCOME T | 56K | $500K+ | SH |
| GOVT | ISHARES TR | 26K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 2K | $500K+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 2K | $500K+ | SH |
| CEV | EATON VANCE CALIF MUN INCOM | 58K | $500K+ | SH |
| LAMR | LAMAR ADVERTISING CO NEW | 5K | $500K+ | SH |
| GSK | GSK PLC | 12K | $500K+ | SH |
| TFC | TRUIST FINL CORP | 12K | $500K+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 12K | $500K+ | SH |
| VOT | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| CMCSA | COMCAST CORP NEW | 19K | $500K+ | SH |
| ZSEP | INNOVATOR ETFS TRUST | 21K | $500K+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 15K | $500K+ | SH |