Cypress Wealth Services, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 12, 2024), Cypress Wealth Services, LLC reported 259 stock positions worth $449.2 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 7.7% of the portfolio, followed by Apple (AAPL, 6.2%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 4.5%). Compared with Q1 2024, it opened 15 new positions, sold out of 17, added to 104 and reduced 87. The biggest buy was iShares S&P 500 Growth ETF (IVW, shares +74%) and the biggest sale iShares MSCI Eafe Value ETF (EFV, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- PALM DESERT, CA
- CIK
- 0001721527
- Portfolio Value
- $449.2M (Q2 2024)
- SEC Filing
- 0001085146-24-002948 ↗ filed Jul 12, 2024
Holdings Value
Holdings 259 stocks · $449.2M
| IVV iShares Core S&P 500 ETF | 7.68% | 63,057 | $34.5M | Reduce -3.4% |
| AAPL Apple Inc. | 6.22% | 132,701 | $27.9M | Add +0.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.52% | 317,331 | $20.3M | Reduce -10.2% |
| QUAL iShares MSCI USA Quality Fac | 3.98% | 104,757 | $17.9M | Add +4.5% |
| IVW iShares S&P 500 Growth ETF | 3.57% | 173,088 | $16.0M | Add +73.5% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 3.19% | 305,442 | $14.3M | Add +13.0% |
| EFG iShares MSCI Eafe Growth ETF | 2.87% | 125,796 | $12.9M | Add +43.2% |
| SCHZ Schwab US Aggregate Bond ETF | 2.34% | 230,184 | $10.5M | Add +13.2% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 2.12% | 30,303 | $9.5M | Reduce -2.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.88% | 186,721 | $8.4M | Reduce -8.1% |
| IYW iShares Ustechnology ETF | 1.81% | 54,068 | $8.1M | Add +3.0% |
| ESGU iShares ESG Aware MSCI USA | 1.74% | 65,618 | $7.8M | Reduce -5.6% |
| IVE iShares S&P 500 Value ETF | 1.61% | 39,718 | $7.2M | Add +10.5% |
| VOO Vanguard S&P 500 ETF | 1.47% | 13,216 | $6.6M | Add +1.0% |
| EFV iShares MSCI Eafe Value ETF | 1.42% | 120,659 | $6.4M | Reduce -25.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.37% | 11,323 | $6.2M | Reduce -14.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.34% | 24,799 | $6.0M | Reduce -1.9% |
| OEF iShares S&P 100 ETF | 1.25% | 21,229 | $5.6M | Reduce -1.6% |
| VYM Vanguard High DVD Yield ETF | 1.23% | 46,751 | $5.5M | Reduce -3.0% |
| MSFT Microsoft Corp. | 1.16% | 11,702 | $5.2M | Add +4.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.09% | 22,504 | $4.9M | Reduce -0.8% |
| PFF iShares Preferred & Income S | 1.08% | 153,492 | $4.8M | Reduce -1.0% |
| XCEM Columbia Em Core Ex-China | 1.06% | 149,264 | $4.8M | Add +43.0% |
| VEA Vanguard Ftse Developed ETF | 1.00% | 91,089 | $4.5M | Reduce -2.4% |
| GOOGL Alphabet Inc. Class A | 1.00% | 24,579 | $4.5M | Add +3.3% |
| MBB iShares MBS ETF | 0.95% | 46,466 | $4.3M | Reduce -2.1% |
| AMZN Amazon.com Inc. | 0.91% | 21,220 | $4.1M | Add +6.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.84% | 9,321 | $3.8M | Add +1.5% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.77% | 44,836 | $3.5M | Reduce -2.0% |
| UPS United Parcel Service Class B | 0.74% | 24,307 | $3.3M | Reduce -0.5% |
| VCIT Vanguard Int-Term Corporate | 0.74% | 41,514 | $3.3M | Add +0.0% |
| NVDA Nvidia Corp. | 0.72% | 26,072 | $3.2M | Add +9.3% |
| COST Costco Wholesale Corp. | 0.69% | 3,660 | $3.1M | Add +4.7% |
| GOOG Alphabet Inc. Class C | 0.67% | 16,301 | $3.0M | Reduce -0.6% |
| SCHD Schwab US DVD Equity ETF | 0.62% | 36,011 | $2.8M | Add +1.0% |
| VDC Vanguard Consumer Staple ETF | 0.59% | 13,019 | $2.6M | Reduce -1.1% |
| IVLU iShares MSCI International V | 0.59% | 96,087 | $2.6M | Reduce -5.6% |
| DVY iShares Select Dividend ETF | 0.58% | 21,566 | $2.6M | Reduce -4.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.57% | 5,354 | $2.6M | Reduce -8.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.57% | 43,153 | $2.6M | Add +8.0% |
| DFUV Dimensional US Marketwide Va | 0.54% | 62,009 | $2.4M | Add +0.7% |
| TLT iShares 20+ Year Treasury BD | 0.54% | 26,363 | $2.4M | Reduce -9.5% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.53% | 67,314 | $2.4M | Reduce -20.0% |
| IEMG iShares Core MSCI Emerging | 0.53% | 44,344 | $2.4M | Add +85.0% |
| DFAS Dimensional US Small Cap ETF | 0.51% | 37,942 | $2.3M | Reduce -0.6% |
| MUB iShares National Muni Bond E | 0.51% | 21,320 | $2.3M | Add +0.2% |
| NJUL Innovator Growth 100 Power B | 0.48% | 35,917 | $2.1M | No change |
| META Meta Platforms Inc. Class A | 0.46% | 4,130 | $2.1M | Reduce -0.2% |
| MAR Marriott International Class A | 0.46% | 8,588 | $2.1M | Add +0.3% |
| TSLA Tesla Inc. | 0.46% | 10,391 | $2.1M | Add +0.9% |
| PMAR Innovator U.S. Equity Power | 0.45% | 53,598 | $2.0M | No change |
| BINC iShares Flex I A ETF-Usd Inc. | 0.45% | 38,760 | $2.0M | Add +10.1% |
| IFRA iShares US Infrastructure | 0.44% | 46,677 | $2.0M | Add +5.7% |
| USMV iShares MSCI USA Min Vol Fac | 0.43% | 23,082 | $1.9M | Reduce -13.8% |
| LLY Eli Lilly & Co. | 0.43% | 2,136 | $1.9M | Add +20.9% |
| JPM JPMorgan Chase & Co. | 0.43% | 9,557 | $1.9M | Reduce -3.4% |
| IEV iShares Europe ETF | 0.37% | 30,457 | $1.7M | Add +0.7% |
| VIG Vanguard Dividend Apprec ETF | 0.36% | 8,901 | $1.6M | No change |
| IJUL Innovator International Deve | 0.36% | 57,253 | $1.6M | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.35% | 31,585 | $1.6M | Reduce -8.2% |
| XOM Exxon Mobil Corp. | 0.35% | 13,604 | $1.6M | Add +4.0% |
| SUSL iShares ESG MSCI USA Leaders | 0.34% | 15,456 | $1.5M | Reduce -8.7% |
| CVX Chevron Corp. | 0.33% | 9,460 | $1.5M | Reduce -2.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.33% | 5,923 | $1.5M | No change |
| IWB iShares Russell 1000 ETF | 0.33% | 4,927 | $1.5M | Add +0.3% |
| KJUL Innovator U.S. Small Cap Pow | 0.30% | 49,481 | $1.4M | No change |
| EJUL Innovator Emerging Markets P | 0.27% | 50,012 | $1.2M | No change |
| VWO Vanguard Ftse Emerging Marke | 0.27% | 27,940 | $1.2M | Reduce -6.0% |
| AXP American Express Co. | 0.27% | 5,191 | $1.2M | Add +0.6% |
| PJUL Innovator U.S. Equity Power | 0.26% | 30,554 | $1.2M | No change |
| FLOT iShares Floating Rate Bond E | 0.25% | 22,224 | $1.1M | No change |
| TJUL Innovator Equity Defined Pro | 0.25% | 41,600 | $1.1M | No change |
| SHOP Shopify Inc. Class A | 0.24% | 16,030 | $1.1M | No change |
| WABC Westamerica Bancorporation | 0.24% | 21,775 | $1.1M | No change |
| IJAN Innovator International Deve | 0.23% | 32,535 | $1.0M | No change |
| YJUN FT Vest Int Eq Modt ETF-June | 0.22% | 45,433 | $993K | No change |
| IXN iShares Global Tech ETF | 0.21% | 11,641 | $964K | Reduce -0.3% |
| AMGN Amgen Inc. | 0.21% | 3,072 | $960K | Add +1.0% |
| JNJ Johnson & Johnson | 0.21% | 6,551 | $957K | Reduce -5.3% |
| EMB iShares JP Morgan Usd Emergi | 0.21% | 10,710 | $948K | Reduce -9.3% |
| WFC Wells Fargo & Co. | 0.21% | 15,802 | $939K | Add +1.3% |
| COWZ Pacer US Cash Cows 100 ETF | 0.21% | 17,194 | $937K | Add +5.8% |
| SDOG Alps Sector Dividend Dogs | 0.20% | 17,397 | $919K | Add +0.6% |
| WMT Walmart Inc. | 0.20% | 13,179 | $892K | Add +1.6% |
| V Visa Inc. Class A | 0.20% | 3,354 | $880K | Add +5.6% |
| TLH iShares 10-20 Year Treasury | 0.19% | 8,511 | $874K | Add +16.4% |
| BSCQ Invesco Bulletshares 2026 CB | 0.19% | 44,695 | $857K | Reduce -4.6% |
| BSCO Invesco Bulletshares 2024 CB | 0.19% | 40,580 | $855K | Reduce -4.4% |
| BSCP Invesco Bulletshares 2025 CB | 0.19% | 41,748 | $854K | Reduce -4.9% |
| GNMA iShares Gnma Bond ETF | 0.19% | 19,638 | $846K | Add +6.4% |
| EJAN Innovator Emerging Markets P | 0.19% | 28,190 | $841K | No change |
| BSCR Invesco Bulletshares 2027 CB | 0.18% | 42,930 | $825K | Reduce -4.8% |
| ORCL Oracle Corp. | 0.18% | 5,622 | $794K | Add +6.0% |
| LGLV SPDR US LC Low Vol Idx | 0.18% | 5,166 | $788K | No change |
| BLK BlackRock Finance Inc. | 0.17% | 997 | $785K | Reduce -2.5% |
| VLUE iShares MSCI USA Value Facto | 0.17% | 7,507 | $777K | Reduce -0.6% |
| PJUN Innovator U.S. Equity Power | 0.17% | 21,542 | $767K | Add +8.7% |
| TXN Texas Instruments Inc. | 0.17% | 3,917 | $762K | Add +0.9% |
| EMGF iShares Emerging Markets Equ | 0.17% | 16,292 | $760K | Reduce -7.7% |
| VZ Verizon Communications Inc. | 0.17% | 18,089 | $746K | Reduce -6.6% |
Portfolio Sells Q1 2024 → Q2 2024
| EFV iShares MSCI Eafe Value ETF | Reduce -25.1% | 1.42% | −0.62 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -10.2% | 4.52% | −0.54 |
| IXC iShares Global Energy ETF | Reduce -77.5% | 0.11% | −0.43 |
| IVV iShares Core S&P 500 ETF | Reduce -3.4% | 7.68% | −0.31 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -8.1% | 1.88% | −0.28 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -14.9% | 1.37% | −0.25 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.17 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -20.0% | 0.53% | −0.15 |
| SHV iShares 0-1 Year Treasury Bo | Sold out | 0.00% | −0.14 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.9% | 1.34% | −0.14 |
| VYM Vanguard High DVD Yield ETF | Reduce -3.0% | 1.23% | −0.12 |
| ESGU iShares ESG Aware MSCI USA | Reduce -5.6% | 1.74% | −0.12 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.8% | 1.09% | −0.12 |
| UPS United Parcel Service Class B | Reduce -0.5% | 0.74% | −0.10 |
| TLT iShares 20+ Year Treasury BD | Reduce -9.5% | 0.54% | −0.10 |
| IRT Independence Realty Trust Inc. | Sold out | 0.00% | −0.09 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -13.8% | 0.43% | −0.09 |
| VEA Vanguard Ftse Developed ETF | Reduce -2.4% | 1.00% | −0.09 |
| PFF iShares Preferred & Income S | Reduce -1.0% | 1.08% | −0.09 |
| IVLU iShares MSCI International V | Reduce -5.6% | 0.59% | −0.08 |
| SUB iShares Short-Term National | Sold out | 0.00% | −0.08 |
| BHVN Biohaven Ltd. | Sold out | 0.00% | −0.08 |
| DIS The Walt Disney Co. | Reduce -14.4% | 0.15% | −0.07 |
| MBB iShares MBS ETF | Reduce -2.1% | 0.95% | −0.07 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.07 |
| DVY iShares Select Dividend ETF | Reduce -4.9% | 0.58% | −0.07 |
| PKST Peakstone Realty Trust | Sold out | 0.00% | −0.06 |
| EFA iShares MSCI Eafe ETF | Sold out | 0.00% | −0.06 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -2.0% | 0.77% | −0.06 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -33.8% | 0.10% | −0.06 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -8.2% | 0.35% | −0.05 |
| USIG iShares Broad Usd Investment | Sold out | 0.00% | −0.05 |
| SRE Sempra | Sold out | 0.00% | −0.05 |
| ICVT iShares Convertible Bond ETF | Sold out | 0.00% | −0.05 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.05 |
| NVS Novartis AG-Sponsored ADR | Sold out | 0.00% | −0.05 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.05 |
| DFAS Dimensional US Small Cap ETF | Reduce -0.6% | 0.51% | −0.05 |
| IHI iShares U.S. Medical Devices | Sold out | 0.00% | −0.05 |
| JNJ Johnson & Johnson | Reduce -5.3% | 0.21% | −0.04 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -16.4% | 0.14% | −0.04 |
| VDC Vanguard Consumer Staple ETF | Reduce -1.1% | 0.59% | −0.04 |
| EMB iShares JP Morgan Usd Emergi | Reduce -9.3% | 0.21% | −0.04 |
| SUSL iShares ESG MSCI USA Leaders | Reduce -8.7% | 0.34% | −0.04 |
| TFLO iShares Treasury Floating Ra | Reduce -40.3% | 0.05% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -8.2% | 0.57% | −0.03 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -5.6% | 0.10% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -3.4% | 0.43% | −0.03 |
| GOVT iShares US Treasury Bond ETF | Reduce -19.0% | 0.10% | −0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| IVW iShares S&P 500 Growth ETF | Add +73.5% | 3.57% | +1.60 |
| AAPL Apple Inc. | Add +0.6% | 6.22% | +0.95 |
| EFG iShares MSCI Eafe Growth ETF | Add +43.2% | 2.87% | +0.74 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +13.0% | 3.19% | +0.40 |
| XCEM Columbia Em Core Ex-China | Add +43.0% | 1.06% | +0.30 |
| IEMG iShares Core MSCI Emerging | Add +85.0% | 0.53% | +0.24 |
| NVDA Nvidia Corp. | Add +9.3% | 0.72% | +0.21 |
| IYW iShares Ustechnology ETF | Add +3.0% | 1.81% | +0.16 |
| GOOGL Alphabet Inc. Class A | Add +3.3% | 1.00% | +0.16 |
| SCHZ Schwab US Aggregate Bond ETF | Add +13.2% | 2.34% | +0.16 |
| QUAL iShares MSCI USA Quality Fac | Add +4.5% | 3.98% | +0.15 |
| LLY Eli Lilly & Co. | Add +20.9% | 0.43% | +0.11 |
| IGEB iShares Investment Grade SYS | New | 0.11% | +0.11 |
| COST Costco Wholesale Corp. | Add +4.7% | 0.69% | +0.10 |
| ETR Entergy Corp. | New | 0.09% | +0.09 |
| AMZN Amazon.com Inc. | Add +6.7% | 0.91% | +0.08 |
| HII Huntington Ingalls Industrie | New | 0.07% | +0.07 |
| AAPR Ino Eq Po ETF 2YR AP2028-Usd | New | 0.07% | +0.07 |
| MSFT Microsoft Corp. | Add +4.5% | 1.16% | +0.07 |
| DELL Dell Technologies -C | New | 0.06% | +0.06 |
| WEC WEC Energy Group Inc. | New | 0.05% | +0.05 |
| NVO Novo-Nordisk A/S-Spons ADR | New | 0.05% | +0.05 |
| STXF Strive 500 ETF | New | 0.05% | +0.05 |
| MCK McKesson Corp. | New | 0.05% | +0.05 |
| IBIT iShares Bitcoin Trust ETF | New | 0.05% | +0.05 |
| EPC Edgewell Personal Care Co. | New | 0.05% | +0.05 |
| SLV iShares Silver Trust | New | 0.05% | +0.05 |
| IVE iShares S&P 500 Value ETF | Add +10.5% | 1.61% | +0.04 |
| LHX L3HARRIS Technologies Inc. | New | 0.04% | +0.04 |
| BJUN Innovator U.S. Equity Buffer | New | 0.04% | +0.04 |
| TSLA Tesla Inc. | Add +0.9% | 0.46% | +0.04 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +8.0% | 0.57% | +0.03 |
| AMT American Tower Corp. | Add +47.7% | 0.11% | +0.03 |
| AVGO Broadcom Inc. | Add +8.0% | 0.15% | +0.03 |
| PSLV Sprott Physical Silver Trust | Add +8.9% | 0.14% | +0.03 |
| ORCL Oracle Corp. | Add +6.0% | 0.18% | +0.02 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +10.1% | 0.45% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +13.5% | 0.07% | +0.02 |
| WMT Walmart Inc. | Add +1.6% | 0.20% | +0.02 |
| TLH iShares 10-20 Year Treasury | Add +16.4% | 0.19% | +0.02 |
| NG Novagold Resources Inc. | New | 0.02% | +0.02 |
| PM Philip Morris International | Add +5.0% | 0.15% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +9.1% | 0.11% | +0.01 |
| SOXX iShares Semiconductor ETF | Add +16.9% | 0.07% | +0.01 |
| BKNG Booking Holdings Inc. | Add +7.6% | 0.11% | +0.01 |
| AMGN Amgen Inc. | Add +1.0% | 0.21% | +0.01 |
| TXN Texas Instruments Inc. | Add +0.9% | 0.17% | +0.01 |
| NFLX Netflix Inc. | Add +7.1% | 0.10% | +0.01 |
| COP Conocophillips | Add +42.0% | 0.06% | +0.01 |
| PMAY Innovator U.S. Equity Power | Add +16.8% | 0.08% | +0.01 |
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 |