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 251–300 of 389
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AMT | AMERICAN TOWER CORP NEW | 2K | $100K–$500K | SH |
| ETR | ENTERGY CORP NEW | 4K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 3K | $100K–$500K | SH |
| NNOV | INNOVATOR ETFS TRUST | 13K | $100K–$500K | SH |
| ISRG | INTUITIVE SURGICAL INC | 648 | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 1K | $100K–$500K | SH |
| VNQ | VANGUARD INDEX FDS | 4K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| FTC | FIRST TR EXCHANGE-TRADED ALP | 2K | $100K–$500K | SH |
| NVS | NOVARTIS AG | 3K | $100K–$500K | SH |
| AAPR | INNOVATOR ETFS TRUST | 13K | $100K–$500K | SH |
| PMAR | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| BND | VANGUARD BD INDEX FDS | 5K | $100K–$500K | SH |
| BALL | BALL CORP | 7K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| DECU | AIM ETF PRODUCTS TRUST | 13K | $100K–$500K | SH |
| TLT | ISHARES TR | 4K | $100K–$500K | SH |
| ZFEB | INNOVATOR ETFS TRUST | 14K | $100K–$500K | SH |
| ADBE | ADOBE INC | 974 | $100K–$500K | SH |
| IBDT | ISHARES TR | 13K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC | 3K | $100K–$500K | SH |
| MLM | MARTIN MARIETTA MATLS INC | 536 | $100K–$500K | SH |
| DSI | ISHARES TR | 3K | $100K–$500K | SH |
| SBRA | SABRA HEALTH CARE REIT INC | 18K | $100K–$500K | SH |
| FEZ | SPDR INDEX SHS FDS | 5K | $100K–$500K | SH |
| AJUL | INNOVATOR ETFS TRUST | 11K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 980 | $100K–$500K | SH |
| SFLR | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| EBAY | EBAY INC. | 4K | $100K–$500K | SH |
| AVUS | AMERICAN CENTY ETF TR | 3K | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 4K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 933 | $100K–$500K | SH |
| BK | BANK NEW YORK MELLON CORP | 3K | $100K–$500K | SH |
| FNV | FRANCO NEV CORP | 2K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| STEN | ISHARES TR | 13K | $100K–$500K | SH |
| AVDE | AMERICAN CENTY ETF TR | 4K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 7K | $100K–$500K | SH |
| PDEC | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 2K | $100K–$500K | SH |
| FCX | FREEPORT-MCMORAN INC | 6K | $100K–$500K | SH |
| VBK | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| APD | AIR PRODS & CHEMS INC | 1K | $100K–$500K | SH |
| ADI | ANALOG DEVICES INC | 1K | $100K–$500K | SH |
| SHEL | SHELL PLC | 4K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 2K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 655 | $100K–$500K | SH |
| AGG | ISHARES TR | 3K | $100K–$500K | SH |
| HFSI | HARTFORD FDS EXCHANGE TRADED | 9K | $100K–$500K | SH |