Cypress Wealth Services, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 16, 2024), Cypress Wealth Services, LLC reported 261 stock positions worth $429.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 8.0% of the portfolio, followed by Apple (AAPL, 5.3%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 5.1%). Compared with Q4 2023, it opened 22 new positions, sold out of 5, added to 89 and reduced 99. The biggest buy was a new position in Ishrs US E F R A ETF-Usd (DYNF) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- PALM DESERT, CA
- CIK
- 0001721527
- Portfolio Value
- $429.2M (Q1 2024)
- SEC Filing
- 0001085146-24-001838 ↗ filed Apr 16, 2024
Holdings Value
Holdings 261 stocks · $429.2M
| IVV iShares Core S&P 500 ETF | 7.99% | 65,274 | $34.3M | Reduce -14.0% |
| AAPL Apple Inc. | 5.27% | 131,976 | $22.6M | Reduce -0.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 5.06% | 353,164 | $21.7M | Reduce -14.6% |
| QUAL iShares MSCI USA Quality Fac | 3.84% | 100,203 | $16.5M | Reduce -6.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.79% | 270,205 | $12.0M | New |
| SCHZ Schwab US Aggregate Bond ETF | 2.18% | 203,377 | $9.4M | Add +15.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.16% | 203,152 | $9.3M | Add +30.6% |
| EFG iShares MSCI Eafe Growth ETF | 2.12% | 87,830 | $9.1M | Add +1.4% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 2.07% | 30,975 | $8.9M | Reduce -1.4% |
| EFV iShares MSCI Eafe Value ETF | 2.04% | 161,052 | $8.8M | Reduce -19.5% |
| IVW iShares S&P 500 Growth ETF | 1.96% | 99,733 | $8.4M | Add +78.9% |
| ESGU iShares ESG Aware MSCI USA | 1.86% | 69,517 | $8.0M | Reduce -27.7% |
| IYW iShares Ustechnology ETF | 1.65% | 52,492 | $7.1M | Add +11.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.62% | 13,306 | $7.0M | Reduce -13.7% |
| IVE iShares S&P 500 Value ETF | 1.56% | 35,952 | $6.7M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.47% | 25,283 | $6.3M | Reduce -1.1% |
| VOO Vanguard S&P 500 ETF | 1.46% | 13,081 | $6.3M | Reduce -1.3% |
| VYM Vanguard High DVD Yield ETF | 1.36% | 48,203 | $5.8M | Reduce -4.8% |
| OEF iShares S&P 100 ETF | 1.24% | 21,570 | $5.3M | Reduce -40.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.21% | 22,686 | $5.2M | Reduce -0.8% |
| PFF iShares Preferred & Income S | 1.16% | 155,103 | $5.0M | Reduce -1.9% |
| MSFT Microsoft Corp. | 1.10% | 11,199 | $4.7M | Add +13.6% |
| VEA Vanguard Ftse Developed ETF | 1.09% | 93,329 | $4.7M | Reduce -1.5% |
| MBB iShares MBS ETF | 1.02% | 47,443 | $4.4M | Add +4.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.90% | 9,182 | $3.9M | Reduce -8.9% |
| UPS United Parcel Service Class B | 0.85% | 24,420 | $3.6M | Reduce -1.5% |
| GOOGL Alphabet Inc. Class A | 0.84% | 23,805 | $3.6M | Add +2.8% |
| AMZN Amazon.com Inc. | 0.84% | 19,883 | $3.6M | Add +1.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.83% | 45,758 | $3.6M | Reduce -1.7% |
| VCIT Vanguard Int-Term Corporate | 0.78% | 41,503 | $3.3M | Reduce -1.5% |
| XCEM Columbia Em Core Ex-China | 0.76% | 104,347 | $3.2M | Reduce -1.3% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.68% | 84,140 | $2.9M | New |
| SCHD Schwab US DVD Equity ETF | 0.67% | 35,654 | $2.9M | Reduce -0.6% |
| IVLU iShares MSCI International V | 0.67% | 101,822 | $2.9M | Reduce -0.7% |
| DVY iShares Select Dividend ETF | 0.65% | 22,676 | $2.8M | Add +3.0% |
| TLT iShares 20+ Year Treasury BD | 0.64% | 29,135 | $2.8M | Reduce -11.7% |
| VDC Vanguard Consumer Staple ETF | 0.63% | 13,171 | $2.7M | Reduce -3.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.60% | 5,831 | $2.6M | Reduce -5.7% |
| COST Costco Wholesale Corp. | 0.60% | 3,496 | $2.6M | Add +12.7% |
| DFUV Dimensional US Marketwide Va | 0.59% | 61,558 | $2.5M | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 0.58% | 16,402 | $2.5M | Add +3.7% |
| DFAS Dimensional US Small Cap ETF | 0.55% | 38,160 | $2.4M | Add +0.3% |
| IXC iShares Global Energy ETF | 0.54% | 53,715 | $2.3M | Add +43.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.54% | 39,969 | $2.3M | Add +61.5% |
| MUB iShares National Muni Bond E | 0.53% | 21,272 | $2.3M | Reduce -1.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.52% | 26,791 | $2.2M | Reduce -44.6% |
| MAR Marriott International Class A | 0.50% | 8,566 | $2.2M | Add +0.1% |
| NVDA Nvidia Corp. | 0.50% | 2,385 | $2.2M | Add +0.7% |
| NJUL Innovator Growth 100 Power B | 0.48% | 35,917 | $2.1M | No change |
| META Meta Platforms Inc. Class A | 0.47% | 4,137 | $2.0M | Add +2.1% |
| JPM JPMorgan Chase & Co. | 0.46% | 9,894 | $2.0M | Add +1.7% |
| PMAR Innovator U.S. Equity Power | 0.46% | 53,598 | $2.0M | Add +228.6% |
| IFRA iShares US Infrastructure | 0.45% | 44,161 | $1.9M | Add +3.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.43% | 35,198 | $1.8M | New |
| TSLA Tesla Inc. | 0.42% | 10,293 | $1.8M | Add +1.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.41% | 34,414 | $1.7M | Reduce -5.4% |
| IEV iShares Europe ETF | 0.39% | 30,252 | $1.7M | Reduce -2.9% |
| VIG Vanguard Dividend Apprec ETF | 0.38% | 8,901 | $1.6M | Add +0.0% |
| IJUL Innovator International Deve | 0.38% | 57,253 | $1.6M | No change |
| SUSL iShares ESG MSCI USA Leaders | 0.37% | 16,936 | $1.6M | Reduce -0.3% |
| CVX Chevron Corp. | 0.36% | 9,731 | $1.5M | Add +8.6% |
| XOM Exxon Mobil Corp. | 0.35% | 13,074 | $1.5M | Add +2.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.33% | 5,923 | $1.4M | Reduce -15.7% |
| IWB iShares Russell 1000 ETF | 0.33% | 4,910 | $1.4M | Reduce -16.5% |
| KJUL Innovator U.S. Small Cap Pow | 0.32% | 49,481 | $1.4M | No change |
| LLY Eli Lilly & Co. | 0.32% | 1,766 | $1.4M | Add +6.4% |
| VWO Vanguard Ftse Emerging Marke | 0.29% | 29,708 | $1.2M | Add +1.3% |
| SHOP Shopify Inc. Class A | 0.29% | 16,030 | $1.2M | Reduce -7.4% |
| IEMG iShares Core MSCI Emerging | 0.29% | 23,963 | $1.2M | Reduce -44.7% |
| EJUL Innovator Emerging Markets P | 0.28% | 50,012 | $1.2M | No change |
| AXP American Express Co. | 0.27% | 5,161 | $1.2M | Add +21.8% |
| PJUL Innovator U.S. Equity Power | 0.27% | 30,554 | $1.2M | Reduce -14.0% |
| FLOT iShares Floating Rate Bond E | 0.26% | 22,224 | $1.1M | No change |
| TJUL Innovator Equity Defined Pro | 0.26% | 41,600 | $1.1M | No change |
| JNJ Johnson & Johnson | 0.25% | 6,918 | $1.1M | Reduce -8.8% |
| WABC Westamerica Bancorporation | 0.25% | 21,775 | $1.1M | No change |
| EMB iShares JP Morgan Usd Emergi | 0.25% | 11,811 | $1.1M | Add +27.1% |
| IJAN Innovator International Deve | 0.24% | 32,535 | $1.0M | No change |
| YJUN FT Vest Int Eq Modt ETF-June | 0.23% | 45,433 | $1.0M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.22% | 7,826 | $958K | Add +4.5% |
| COWZ Pacer US Cash Cows 100 ETF | 0.22% | 16,246 | $944K | Add +7.8% |
| SDOG Alps Sector Dividend Dogs | 0.22% | 17,287 | $933K | Reduce -30.3% |
| WFC Wells Fargo & Co. | 0.21% | 15,596 | $904K | Reduce -4.3% |
| BSCQ Invesco Bulletshares 2026 CB | 0.21% | 46,857 | $900K | Add +1.2% |
| BSCP Invesco Bulletshares 2025 CB | 0.21% | 43,898 | $897K | Add +1.1% |
| BSCO Invesco Bulletshares 2024 CB | 0.21% | 42,463 | $890K | Add +0.6% |
| V Visa Inc. Class A | 0.21% | 3,175 | $886K | Add +34.9% |
| IXN iShares Global Tech ETF | 0.20% | 11,672 | $873K | Reduce -14.4% |
| BSCR Invesco Bulletshares 2027 CB | 0.20% | 45,072 | $869K | Add +1.3% |
| AMGN Amgen Inc. | 0.20% | 3,042 | $865K | Add +8.1% |
| BLK BlackRock Finance Inc. | 0.20% | 1,022 | $852K | Add +1.0% |
| VLUE iShares MSCI USA Value Facto | 0.19% | 7,550 | $818K | Reduce -17.4% |
| EJAN Innovator Emerging Markets P | 0.19% | 28,190 | $816K | No change |
| VZ Verizon Communications Inc. | 0.19% | 19,366 | $813K | Add +1.3% |
| LGLV SPDR US LC Low Vol Idx | 0.19% | 5,166 | $805K | No change |
| GNMA iShares Gnma Bond ETF | 0.19% | 18,453 | $801K | Add +1.4% |
| EMGF iShares Emerging Markets Equ | 0.18% | 17,645 | $786K | Reduce -5.3% |
| WMT Walmart Inc. | 0.18% | 12,978 | $781K | Add +17.9% |
| TLH iShares 10-20 Year Treasury | 0.18% | 7,315 | $768K | Add +0.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.18% | 1,919 | $763K | Add +23.1% |
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -0.6% | 5.27% | −1.10 |
| IVV iShares Core S&P 500 ETF | Reduce -14.0% | 7.99% | −1.05 |
| OEF iShares S&P 100 ETF | Reduce -40.3% | 1.24% | −0.77 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -14.6% | 5.06% | −0.70 |
| TFLO iShares Treasury Floating Ra | Reduce -88.9% | 0.08% | −0.68 |
| ESGU iShares ESG Aware MSCI USA | Reduce -27.7% | 1.86% | −0.66 |
| EFV iShares MSCI Eafe Value ETF | Reduce -19.5% | 2.04% | −0.56 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -44.6% | 0.52% | −0.42 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -62.8% | 0.17% | −0.33 |
| IEMG iShares Core MSCI Emerging | Reduce -44.7% | 0.29% | −0.26 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -13.7% | 1.62% | −0.21 |
| TLT iShares 20+ Year Treasury BD | Reduce -11.7% | 0.64% | −0.17 |
| UJUN Innovator U.S. Equity Ultra | Sold out | 0.00% | −0.16 |
| DAPR FT Vest U.S. Equity Deep Buf | Sold out | 0.00% | −0.14 |
| LOW Lowe's Cos Inc. | Reduce -54.9% | 0.12% | −0.13 |
| UPS United Parcel Service Class B | Reduce -1.5% | 0.85% | −0.13 |
| QUAL iShares MSCI USA Quality Fac | Reduce -6.8% | 3.84% | −0.11 |
| SDOG Alps Sector Dividend Dogs | Reduce -30.3% | 0.22% | −0.10 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -33.7% | 0.14% | −0.09 |
| GBIL Goldman Sachs Access Treasur | Sold out | 0.00% | −0.08 |
| TFI SS SPDR N Ice Muni Bond ETF | Sold out | 0.00% | −0.08 |
| VCIT Vanguard Int-Term Corporate | Reduce -1.5% | 0.78% | −0.08 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -47.8% | 0.07% | −0.07 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -1.7% | 0.83% | −0.07 |
| PFF iShares Preferred & Income S | Reduce -1.9% | 1.16% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -45.3% | 0.08% | −0.06 |
| QQQX Nuveen Nasdaq 100 DYN Overwr | Sold out | 0.00% | −0.06 |
| BX Blackstone Inc. | Reduce -48.9% | 0.05% | −0.06 |
| IRT Independence Realty Trust Inc. | Reduce -38.1% | 0.09% | −0.06 |
| IYE iShares U.S. Energy ETF | Reduce -34.0% | 0.13% | −0.06 |
| GOVT iShares US Treasury Bond ETF | Reduce -24.4% | 0.13% | −0.06 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -5.4% | 0.41% | −0.06 |
| ADP Automatic Data Processing | Reduce -53.8% | 0.05% | −0.06 |
| IWB iShares Russell 1000 ETF | Reduce -16.5% | 0.33% | −0.06 |
| IJR iShares Core S&P Small-Cap E | Reduce -26.6% | 0.13% | −0.05 |
| MUB iShares National Muni Bond E | Reduce -1.9% | 0.53% | −0.05 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -15.7% | 0.33% | −0.05 |
| VYM Vanguard High DVD Yield ETF | Reduce -4.8% | 1.36% | −0.05 |
| PJUL Innovator U.S. Equity Power | Reduce -14.0% | 0.27% | −0.05 |
| FIS Fidelity National Info Serv | Reduce -49.2% | 0.07% | −0.05 |
| SHOP Shopify Inc. Class A | Reduce -7.4% | 0.29% | −0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -15.2% | 0.17% | −0.05 |
| PKST Peakstone Realty Trust | Reduce -21.6% | 0.06% | −0.04 |
| XCEM Columbia Em Core Ex-China | Reduce -1.3% | 0.76% | −0.04 |
| JNJ Johnson & Johnson | Reduce -8.8% | 0.25% | −0.04 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.5% | 1.09% | −0.04 |
| ITOT iShares Core S&P Total U.S. | Reduce -23.0% | 0.15% | −0.04 |
| VLUE iShares MSCI USA Value Facto | Reduce -17.4% | 0.19% | −0.04 |
| PFE Pfizer Inc. | Reduce -15.6% | 0.12% | −0.04 |
| VTIP Vanguard Short-Term Tips | Reduce -16.0% | 0.15% | −0.04 |
Portfolio Buys Q4 2023 → Q1 2024
| DYNF Ishrs US E F R A ETF-Usd Inc. | New | 2.79% | +2.79 |
| IVE iShares S&P 500 Value ETF | New | 1.56% | +1.56 |
| IVW iShares S&P 500 Growth ETF | Add +78.9% | 1.96% | +0.92 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 0.68% | +0.68 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.43% | +0.43 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +30.6% | 2.16% | +0.37 |
| PMAR Innovator U.S. Equity Power | Add +228.6% | 0.46% | +0.31 |
| NVDA Nvidia Corp. | Add +0.7% | 0.50% | +0.21 |
| IYW iShares Ustechnology ETF | Add +11.1% | 1.65% | +0.20 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +61.5% | 0.54% | +0.19 |
| IXC iShares Global Energy ETF | Add +43.6% | 0.54% | +0.17 |
| MSFT Microsoft Corp. | Add +13.6% | 1.10% | +0.17 |
| SCHZ Schwab US Aggregate Bond ETF | Add +15.6% | 2.18% | +0.13 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.13% | +0.13 |
| META Meta Platforms Inc. Class A | Add +2.1% | 0.47% | +0.11 |
| AMZN Amazon.com Inc. | Add +1.4% | 0.84% | +0.09 |
| COST Costco Wholesale Corp. | Add +12.7% | 0.60% | +0.09 |
| AMT American Tower Corp. | New | 0.08% | +0.08 |
| LLY Eli Lilly & Co. | Add +6.4% | 0.32% | +0.08 |
| CEV Eaton Vance Ca Muni Inc. TRST | New | 0.08% | +0.08 |
| BSCS Invesco Bulletshares 2028 CB | New | 0.08% | +0.08 |
| BHVN Biohaven Ltd. | New | 0.08% | +0.08 |
| AXP American Express Co. | Add +21.8% | 0.27% | +0.08 |
| MDY State Street SPDR S&P Midcap | New | 0.06% | +0.06 |
| EFA iShares MSCI Eafe ETF | New | 0.06% | +0.06 |
| IWM iShares Russell 2000 ETF | New | 0.06% | +0.06 |
| MUC BlackRock Munihold Ca QLTY | New | 0.06% | +0.06 |
| AVGO Broadcom Inc. | Add +78.2% | 0.12% | +0.06 |
| MLM Martin Marietta Materials | New | 0.06% | +0.06 |
| GD General Dynamics Corp. | New | 0.06% | +0.06 |
| KMX Carmax Inc. | New | 0.06% | +0.06 |
| DIS The Walt Disney Co. | Add +4.5% | 0.22% | +0.05 |
| V Visa Inc. Class A | Add +34.9% | 0.21% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.05% | +0.05 |
| ICVT iShares Convertible Bond ETF | New | 0.05% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +1.7% | 0.46% | +0.05 |
| NKE Nike Inc. Class B | New | 0.05% | +0.05 |
| SCHX Schwab US Large-Cap ETF | New | 0.05% | +0.05 |
| NVS Novartis AG-Sponsored ADR | New | 0.05% | +0.05 |
| MRK Merck & Co. Inc. | Add +58.6% | 0.10% | +0.05 |
| ABBV Abbvie Inc. | Add +54.3% | 0.11% | +0.04 |
| EMB iShares JP Morgan Usd Emergi | Add +27.1% | 0.25% | +0.04 |
| WMT Walmart Inc. | Add +17.9% | 0.18% | +0.04 |
| XOM Exxon Mobil Corp. | Add +2.6% | 0.35% | +0.04 |
| TXN Texas Instruments Inc. | Add +36.0% | 0.16% | +0.04 |
| DIA SS SPDR Dow Jones Indus Avg | Add +23.1% | 0.18% | +0.03 |
| HON Honeywell International Inc. | Add +64.9% | 0.09% | +0.03 |
| EFG iShares MSCI Eafe Growth ETF | Add +1.4% | 2.12% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +2.8% | 0.84% | +0.03 |
| BIV Vanguard Intermediate-Term B | Add +57.4% | 0.09% | +0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 422 | $812.7M | SPYM, AAPL, IVV, DYNF, IVW |
| Q1 2026 | 397 | $708.3M | AAPL, IVV, SPYM, DYNF, IVE |
| Q4 2025 | 389 | $722.7M | AAPL, SPYM, IVV, DYNF, OEF |
| Q3 2025 | 346 | $610.6M | AAPL, IVV, SPYM, QUAL, DYNF |
| Q2 2025 | 318 | $558.6M | AAPL, IVV, QUAL, SPYM, DYNF |
| Q1 2025 | 284 | $493.0M | IVV, AAPL, QUAL, SPYM, DYNF |
| Q4 2024 | 280 | $498.0M | IVV, AAPL, SPYM, QUAL, IVW |
| Q3 2024 | 282 | $483.7M | IVV, AAPL, SPYM, QUAL, IVW |
| Q2 2024 | 259 | $449.2M | IVV, AAPL, SPYM, QUAL, IVW |
| Q1 2024 | 261 | $429.2M | IVV, AAPL, SPYM, QUAL, DYNF |