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 351–389 of 389
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CVS | CVS HEALTH CORP | 3K | $100K–$500K | SH |
| AVDV | AMERICAN CENTY ETF TR | 2K | $100K–$500K | SH |
| IBDR | ISHARES TR | 9K | $100K–$500K | SH |
| UL | UNILEVER PLC | 3K | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| ES | EVERSOURCE ENERGY | 3K | $100K–$500K | SH |
| FISV | FISERV INC | 3K | $100K–$500K | SH |
| SEPU | AIM ETF PRODUCTS TRUST | 8K | $100K–$500K | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 2K | $100K–$500K | SH |
| APP | APPLOVIN CORP | 325 | $100K–$500K | SH |
| DBEU | DBX ETF TR | 5K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | 8K | $100K–$500K | SH |
| DFAT | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| FCAL | FIRST TR EXCH TRADED FD III | 4K | $100K–$500K | SH |
| IBDS | ISHARES TR | 9K | $100K–$500K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 3K | $100K–$500K | SH |
| INTC | INTEL CORP | 6K | $100K–$500K | SH |
| PFEB | INNOVATOR ETFS TRUST | 5K | $100K–$500K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 1K | $100K–$500K | SH |
| AUGW | AIM ETF PRODUCTS TRUST | 6K | $100K–$500K | SH |
| FSM | FORTUNA MNG CORP | 21K | $100K–$500K | SH |
| CLF | CLEVELAND-CLIFFS INC NEW | 15K | $100K–$500K | SH |
| VHT | VANGUARD WORLD FD | 708 | $100K–$500K | SH |
| AON | AON PLC | 575 | $100K–$500K | SH |
| NKE | NIKE INC | 3K | $100K–$500K | SH |
| MDYV | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| SVM | SILVERCORP METALS INC | 20K | $100K–$500K | SH |
| BCRX | BIOCRYST PHARMACEUTICALS INC | 20K | $100K–$500K | SH |
| FFWM | FIRST FNDTN INC | 16K | $100K–$500K | SH |
| NG | NOVAGOLD RES INC | 10K | $50K–$100K | SH |
| TMQ | TRILOGY METALS INC NEW | 21K | $50K–$100K | SH |
| OGN | ORGANON & CO | 12K | $50K–$100K | SH |
| NB | NIOCORP DEVS LTD | 15K | $50K–$100K | SH |
| BITF | BITFARMS LTD | 24K | $50K–$100K | SH |
| AREC | AMERICAN RES CORP | 13K | $15K–$50K | SH |
| IAUX | I-80 GOLD CORP | 17K | $15K–$50K | SH |
| PLUG | PLUG POWER INC | 11K | $15K–$50K | SH |
| URG | UR-ENERGY INC | 10K | $1K–$15K | SH |