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 201–250 of 389
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PEP | PEPSICO INC | 4K | $500K+ | SH |
| BIV | VANGUARD BD INDEX FDS | 7K | $500K+ | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 8K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 3K | $500K+ | SH |
| SOXX | ISHARES TR | 2K | $500K+ | SH |
| LCTU | BLACKROCK ETF TRUST | 7K | $500K+ | SH |
| IWM | ISHARES TR | 2K | $500K+ | SH |
| SYSB | ISHARES TR | 6K | $500K+ | SH |
| DDFD | INNOVATOR ETFS TRUST | 26K | $500K+ | SH |
| APRW | AIM ETF PRODUCTS TRUST | 14K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 2K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 1K | $100K–$500K | SH |
| AVUV | AMERICAN CENTY ETF TR | 5K | $100K–$500K | SH |
| LYG | LLOYDS BANKING GROUP PLC | 90K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 11K | $100K–$500K | SH |
| RMI | RIVERNORTH OPPORTUNISTIC MUN | 33K | $100K–$500K | SH |
| SBUX | STARBUCKS CORP | 6K | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO | 2K | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 5K | $100K–$500K | SH |
| GNMA | ISHARES TR | 10K | $100K–$500K | SH |
| PAUG | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| IWD | ISHARES TR | 2K | $100K–$500K | SH |
| AEM | AGNICO EAGLE MINES LTD | 3K | $100K–$500K | SH |
| HII | HUNTINGTON INGALLS INDS INC | 1K | $100K–$500K | SH |
| KKR | KKR & CO INC | 3K | $100K–$500K | SH |
| IFRA | ISHARES TR | 8K | $100K–$500K | SH |
| ITW | ILLINOIS TOOL WKS INC | 2K | $100K–$500K | SH |
| PFE | PFIZER INC | 17K | $100K–$500K | SH |
| SIZE | ISHARES TR | 3K | $100K–$500K | SH |
| RY | ROYAL BK CDA | 2K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 7K | $100K–$500K | SH |
| DFAC | DIMENSIONAL ETF TRUST | 11K | $100K–$500K | SH |
| JMOM | J P MORGAN EXCHANGE TRADED F | 6K | $100K–$500K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| XLI | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| SYY | SYSCO CORP | 6K | $100K–$500K | SH |
| PJUN | INNOVATOR ETFS TRUST | 10K | $100K–$500K | SH |
| FIS | FIDELITY NATL INFORMATION SV | 6K | $100K–$500K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 2K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 1K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 4K | $100K–$500K | SH |
| ESGE | ISHARES INC | 9K | $100K–$500K | SH |
| HDV | ISHARES TR | 3K | $100K–$500K | SH |
| OMC | OMNICOM GROUP INC | 5K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 468 | $100K–$500K | SH |
| IQV | IQVIA HLDGS INC | 2K | $100K–$500K | SH |
| AZN | ASTRAZENECA PLC | 4K | $100K–$500K | SH |
| C | CITIGROUP INC | 3K | $100K–$500K | SH |
| MARW | AIM ETF PRODUCTS TRUST | 11K | $100K–$500K | SH |