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 301–350 of 389
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SRE | SEMPRA | 3K | $100K–$500K | SH |
| VNOM | VIPER ENERGY INC | 8K | $100K–$500K | SH |
| ICVT | ISHARES TR | 3K | $100K–$500K | SH |
| ARCC | ARES CAPITAL CORP | 15K | $100K–$500K | SH |
| AFL | AFLAC INC | 3K | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 485 | $100K–$500K | SH |
| QQQM | INVESCO EXCH TRADED FD TR II | 1K | $100K–$500K | SH |
| AMLP | ALPS ETF TR | 6K | $100K–$500K | SH |
| IWP | ISHARES TR | 2K | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 10K | $100K–$500K | SH |
| SCHB | SCHWAB STRATEGIC TR | 11K | $100K–$500K | SH |
| STRV | EA SERIES TRUST | 6K | $100K–$500K | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 8K | $100K–$500K | SH |
| INTU | INTUIT | 423 | $100K–$500K | SH |
| MART | AIM ETF PRODUCTS TRUST | 7K | $100K–$500K | SH |
| PAPR | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| EJAN | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| QCJA | FIRST TR EXCHNG TRADED FD VI | 12K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| W | WAYFAIR INC | 3K | $100K–$500K | SH |
| ADSK | AUTODESK INC | 904 | $100K–$500K | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| DOC | HEALTHPEAK PROPERTIES INC | 17K | $100K–$500K | SH |
| GPC | GENUINE PARTS CO | 2K | $100K–$500K | SH |
| NUE | NUCOR CORP | 2K | $100K–$500K | SH |
| RBA | RB GLOBAL INC | 3K | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 3K | $100K–$500K | SH |
| LIN | LINDE PLC | 613 | $100K–$500K | SH |
| BSM | BLACK STONE MINERALS L P | 20K | $100K–$500K | SH |
| HIMU | BLACKROCK ETF TRUST II | 5K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 2K | $100K–$500K | SH |
| LII | LENNOX INTL INC | 529 | $100K–$500K | SH |
| FFEB | FIRST TR EXCHNG TRADED FD VI | 5K | $100K–$500K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 4K | $100K–$500K | SH |
| AG | FIRST MAJESTIC SILVER CORP | 15K | $100K–$500K | SH |
| CHKP | CHECK POINT SOFTWARE TECH LT | 1K | $100K–$500K | SH |
| IJUL | INNOVATOR ETFS TRUST | 7K | $100K–$500K | SH |
| FXL | FIRST TR EXCHANGE TRADED FD | 1K | $100K–$500K | SH |
| SCHF | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 371 | $100K–$500K | SH |
| THM | INTERNATIONAL TOWER HILL MIN | 130K | $100K–$500K | SH |
| AOCT | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| BJUN | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 3K | $100K–$500K | SH |
| LPLA | LPL FINL HLDGS INC | 661 | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| USXF | ISHARES TR | 4K | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |