Cypress Wealth Services, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 9, 2024), Cypress Wealth Services, LLC reported 282 stock positions worth $483.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 7.2% of the portfolio, followed by Apple (AAPL, 6.4%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 4.3%). Compared with Q2 2024, it opened 42 new positions, sold out of 19, added to 124 and reduced 78. The biggest buy was iShares MSCI Eafe Value ETF (EFV, shares +46%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- PALM DESERT, CA
- CIK
- 0001721527
- Portfolio Value
- $483.7M (Q3 2024)
- SEC Filing
- 0001085146-24-004713 ↗ filed Oct 9, 2024
Holdings Value
Holdings 282 stocks · $483.7M
| IVV iShares Core S&P 500 ETF | 7.23% | 60,586 | $34.9M | Reduce -3.9% |
| AAPL Apple Inc. | 6.43% | 133,518 | $31.1M | Add +0.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.30% | 308,221 | $20.8M | Reduce -2.9% |
| QUAL iShares MSCI USA Quality Fac | 3.86% | 104,132 | $18.7M | Reduce -0.6% |
| IVW iShares S&P 500 Growth ETF | 3.39% | 171,204 | $16.4M | Reduce -1.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 3.15% | 308,185 | $15.2M | Add +0.9% |
| EFG iShares MSCI Eafe Growth ETF | 2.70% | 121,235 | $13.1M | Reduce -3.6% |
| SCHZ Schwab US Aggregate Bond ETF | 2.55% | 259,690 | $12.3M | Add +12.8% |
| EFV iShares MSCI Eafe Value ETF | 2.09% | 176,021 | $10.1M | Add +45.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.04% | 209,091 | $9.9M | Add +12.0% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.92% | 28,784 | $9.3M | Reduce -5.0% |
| ESGU iShares ESG Aware MSCI USA | 1.70% | 64,986 | $8.2M | Reduce -1.0% |
| IYW iShares Ustechnology ETF | 1.67% | 53,215 | $8.1M | Reduce -1.6% |
| IVE iShares S&P 500 Value ETF | 1.64% | 40,115 | $7.9M | Add +1.0% |
| VOO Vanguard S&P 500 ETF | 1.35% | 12,407 | $6.5M | Reduce -6.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.35% | 11,341 | $6.5M | Add +0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.32% | 24,259 | $6.4M | Reduce -2.2% |
| OEF iShares S&P 100 ETF | 1.25% | 21,869 | $6.1M | Add +3.0% |
| VYM Vanguard High DVD Yield ETF | 1.19% | 45,080 | $5.8M | Reduce -3.6% |
| MSFT Microsoft Corp. | 1.09% | 12,291 | $5.3M | Add +5.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.08% | 22,034 | $5.2M | Reduce -2.1% |
| PFF iShares Preferred & Income S | 1.04% | 152,113 | $5.1M | Reduce -0.9% |
| XCEM Columbia Em Core Ex-China | 1.04% | 154,391 | $5.0M | Add +3.4% |
| VEA Vanguard Ftse Developed ETF | 0.98% | 89,937 | $4.7M | Reduce -1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.95% | 9,999 | $4.6M | Add +7.3% |
| MBB iShares MBS ETF | 0.92% | 46,586 | $4.5M | Add +0.3% |
| AMZN Amazon.com Inc. | 0.85% | 22,004 | $4.1M | Add +3.7% |
| GOOGL Alphabet Inc. Class A | 0.85% | 24,693 | $4.1M | Add +0.5% |
| VCIT Vanguard Int-Term Corporate | 0.76% | 44,093 | $3.7M | Add +6.2% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.74% | 44,491 | $3.6M | Reduce -0.8% |
| NVDA Nvidia Corp. | 0.73% | 29,113 | $3.5M | Add +11.7% |
| UPS United Parcel Service Class B | 0.71% | 25,225 | $3.4M | Add +3.8% |
| COST Costco Wholesale Corp. | 0.70% | 3,820 | $3.4M | Add +4.4% |
| SCHD Schwab US DVD Equity ETF | 0.64% | 36,529 | $3.1M | Add +1.4% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.63% | 49,889 | $3.0M | Add +15.6% |
| TSLA Tesla Inc. | 0.59% | 10,865 | $2.8M | Add +4.6% |
| DVY iShares Select Dividend ETF | 0.58% | 20,758 | $2.8M | Reduce -3.8% |
| VDC Vanguard Consumer Staple ETF | 0.58% | 12,811 | $2.8M | Reduce -1.6% |
| GOOG Alphabet Inc. Class C | 0.57% | 16,585 | $2.8M | Add +1.7% |
| IVLU iShares MSCI International V | 0.56% | 91,099 | $2.7M | Reduce -5.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.54% | 5,356 | $2.6M | Add +0.0% |
| DFUV Dimensional US Marketwide Va | 0.53% | 61,294 | $2.6M | Reduce -1.1% |
| META Meta Platforms Inc. Class A | 0.51% | 4,293 | $2.5M | Add +4.0% |
| MUB iShares National Muni Bond E | 0.51% | 22,598 | $2.5M | Add +6.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.51% | 45,723 | $2.4M | Add +18.0% |
| DFAS Dimensional US Small Cap ETF | 0.48% | 35,542 | $2.3M | Reduce -6.3% |
| TLT iShares 20+ Year Treasury BD | 0.47% | 23,305 | $2.3M | Reduce -11.6% |
| IFRA iShares US Infrastructure | 0.46% | 47,402 | $2.2M | Add +1.6% |
| MAR Marriott International Class A | 0.45% | 8,780 | $2.2M | Add +2.2% |
| JPM JPMorgan Chase & Co. | 0.44% | 9,984 | $2.1M | Add +4.5% |
| IEMG iShares Core MSCI Emerging | 0.43% | 36,428 | $2.1M | Reduce -17.9% |
| IEV iShares Europe ETF | 0.43% | 35,746 | $2.1M | Add +17.4% |
| ZJUL Innovator Edp ETF 1 YR July | 0.40% | 72,587 | $1.9M | New |
| XOM Exxon Mobil Corp. | 0.38% | 15,758 | $1.8M | Add +15.8% |
| LLY Eli Lilly & Co. | 0.38% | 2,065 | $1.8M | Reduce -3.3% |
| VIG Vanguard Dividend Apprec ETF | 0.36% | 8,901 | $1.8M | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.35% | 18,730 | $1.7M | Reduce -18.9% |
| IJUL Innovator International Deve | 0.35% | 57,253 | $1.7M | No change |
| PMAR Innovator U.S. Equity Power | 0.34% | 42,170 | $1.7M | Reduce -21.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.33% | 31,461 | $1.6M | Reduce -0.4% |
| CVX Chevron Corp. | 0.33% | 10,701 | $1.6M | Add +13.1% |
| SUSL iShares ESG MSCI USA Leaders | 0.32% | 15,461 | $1.6M | Add +0.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.32% | 5,924 | $1.6M | Add +0.0% |
| IWB iShares Russell 1000 ETF | 0.32% | 4,960 | $1.6M | Add +0.7% |
| KJUL Innovator U.S. Small Cap Pow | 0.31% | 51,234 | $1.5M | Add +3.5% |
| AXP American Express Co. | 0.30% | 5,342 | $1.4M | Add +2.9% |
| VWO Vanguard Ftse Emerging Marke | 0.27% | 27,313 | $1.3M | Reduce -2.2% |
| SHOP Shopify Inc. Class A | 0.26% | 15,960 | $1.3M | Reduce -0.4% |
| EJUL Innovator Emerging Markets P | 0.26% | 50,012 | $1.3M | No change |
| HEFA Isha Curr Hedged MSCI Eafe | 0.26% | 35,766 | $1.3M | Reduce -46.9% |
| PJUL Innovator U.S. Equity Power | 0.26% | 30,554 | $1.2M | No change |
| NJUL Innovator Growth 100 Power B | 0.23% | 18,218 | $1.1M | Reduce -49.3% |
| TJUL Innovator Equity Defined Pro | 0.23% | 40,193 | $1.1M | Reduce -3.4% |
| JNJ Johnson & Johnson | 0.22% | 6,662 | $1.1M | Add +1.7% |
| WABC Westamerica Bancorporation | 0.22% | 21,775 | $1.1M | No change |
| COWZ Pacer US Cash Cows 100 ETF | 0.22% | 18,562 | $1.1M | Add +8.0% |
| IJAN Innovator International Deve | 0.22% | 32,535 | $1.1M | No change |
| WMT Walmart Inc. | 0.22% | 13,186 | $1.1M | Add +0.1% |
| SDOG Alps Sector Dividend Dogs | 0.21% | 17,497 | $1.0M | Add +0.6% |
| TXN Texas Instruments Inc. | 0.21% | 4,992 | $1.0M | Add +27.4% |
| YJUN FT Vest Int Eq Modt ETF-June | 0.21% | 44,858 | $1.0M | Reduce -1.3% |
| AMGN Amgen Inc. | 0.21% | 3,121 | $1.0M | Add +1.6% |
| EMB iShares JP Morgan Usd Emergi | 0.21% | 10,604 | $992K | Reduce -1.0% |
| BSCQ Invesco Bulletshares 2026 CB | 0.20% | 50,139 | $981K | Add +12.2% |
| ORCL Oracle Corp. | 0.20% | 5,749 | $980K | Add +2.3% |
| BSCP Invesco Bulletshares 2025 CB | 0.20% | 47,403 | $979K | Add +13.6% |
| BLK BlackRock Finance Inc. | 0.20% | 1,015 | $964K | Add +1.8% |
| IXN iShares Global Tech ETF | 0.20% | 11,571 | $955K | Reduce -0.6% |
| BSCR Invesco Bulletshares 2027 CB | 0.20% | 48,359 | $954K | Add +12.7% |
| BSCO Invesco Bulletshares 2024 CB | 0.19% | 44,597 | $942K | Add +9.9% |
| TLH iShares 10-20 Year Treasury | 0.19% | 8,598 | $940K | Add +1.0% |
| V Visa Inc. Class A | 0.19% | 3,284 | $903K | Reduce -2.1% |
| WFC Wells Fargo & Co. | 0.18% | 15,815 | $893K | Add +0.1% |
| EJAN Innovator Emerging Markets P | 0.18% | 28,190 | $883K | No change |
| GNMA iShares Gnma Bond ETF | 0.18% | 19,586 | $877K | Reduce -0.3% |
| LGLV SPDR US LC Low Vol Idx | 0.18% | 5,166 | $874K | No change |
| UNH Unitedhealth Group Inc. | 0.17% | 1,445 | $845K | Add +5.8% |
| PHYS Sprott Physical Gold Trust | 0.17% | 41,084 | $837K | No change |
| VZ Verizon Communications Inc. | 0.17% | 18,428 | $828K | Add +1.9% |
| SLV iShares Silver Trust | 0.17% | 29,072 | $826K | Add +275.9% |
Portfolio Sells Q2 2024 → Q3 2024
| IVV iShares Core S&P 500 ETF | Reduce -3.9% | 7.23% | −0.46 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -46.9% | 0.26% | −0.27 |
| NJUL Innovator Growth 100 Power B | Reduce -49.3% | 0.23% | −0.25 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.9% | 4.30% | −0.22 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -5.0% | 1.92% | −0.20 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.1% | 3.39% | −0.18 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -3.6% | 2.70% | −0.17 |
| FJUL FT Vest US Equity Buffer ETF | Sold out | 0.00% | −0.15 |
| IYW iShares Ustechnology ETF | Reduce -1.6% | 1.67% | −0.14 |
| QJUN FT Vest Nasdaq-100 Buffer Et | Sold out | 0.00% | −0.14 |
| VTIP Vanguard Short-Term Tips | Sold out | 0.00% | −0.14 |
| DJUL FT Vest US Equity Deep Buffe | Sold out | 0.00% | −0.13 |
| NAPR Innovator Growth 100 Power B | Sold out | 0.00% | −0.13 |
| FLOT iShares Floating Rate Bond E | Reduce -44.4% | 0.13% | −0.12 |
| QUAL iShares MSCI USA Quality Fac | Reduce -0.6% | 3.86% | −0.12 |
| VOO Vanguard S&P 500 ETF | Reduce -6.1% | 1.35% | −0.12 |
| PMAR Innovator U.S. Equity Power | Reduce -21.3% | 0.34% | −0.11 |
| IEMG iShares Core MSCI Emerging | Reduce -17.9% | 0.43% | −0.10 |
| PFEB Innovator U.S. Equity Power | Sold out | 0.00% | −0.09 |
| PMAY Innovator U.S. Equity Power | Sold out | 0.00% | −0.08 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -18.9% | 0.35% | −0.08 |
| PJUN Innovator U.S. Equity Power | Reduce -40.5% | 0.10% | −0.07 |
| GFEB FT Vest US Equity Moderate B | Sold out | 0.00% | −0.07 |
| SCHP Schwab U.S. Tips ETF | Reduce -56.7% | 0.05% | −0.07 |
| FFEB FT Vest US Equity Buffer ETF | Reduce -59.3% | 0.05% | −0.07 |
| TLT iShares 20+ Year Treasury BD | Reduce -11.6% | 0.47% | −0.07 |
| INTC Intel Corp. | Sold out | 0.00% | −0.06 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.06 |
| FJUN FT Vest US Equity Buff ETF-J | Sold out | 0.00% | −0.06 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -3.3% | 0.38% | −0.05 |
| YDEC FT Vest International Equity | Sold out | 0.00% | −0.05 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.05 |
| ESGU iShares ESG Aware MSCI USA | Reduce -1.0% | 1.70% | −0.05 |
| MCK McKesson Corp. | Sold out | 0.00% | −0.05 |
| EPC Edgewell Personal Care Co. | Sold out | 0.00% | −0.05 |
| TFLO iShares Treasury Floating Ra | Sold out | 0.00% | −0.05 |
| VYM Vanguard High DVD Yield ETF | Reduce -3.6% | 1.19% | −0.04 |
| PEP Pepsico Inc. | Reduce -27.3% | 0.08% | −0.03 |
| PFF iShares Preferred & Income S | Reduce -0.9% | 1.04% | −0.03 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -0.8% | 0.74% | −0.03 |
| DFAS Dimensional US Small Cap ETF | Reduce -6.3% | 0.48% | −0.03 |
| IVLU iShares MSCI International V | Reduce -5.2% | 0.56% | −0.03 |
| IXC iShares Global Energy ETF | Reduce -19.4% | 0.08% | −0.03 |
| CBH Virtus Convertible & Income | Sold out | 0.00% | −0.03 |
| FAUG FT Vest U.S. Equity Buffer E | Reduce -37.1% | 0.04% | −0.03 |
| SCHW Schwab (charles) Corp. | Reduce -1.1% | 0.11% | −0.03 |
| DFAU Dimensional US Core Equity M | Reduce -15.9% | 0.11% | −0.02 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.3% | 0.98% | −0.02 |
| TJUL Innovator Equity Defined Pro | Reduce -3.4% | 0.23% | −0.02 |
Portfolio Buys Q2 2024 → Q3 2024
| EFV iShares MSCI Eafe Value ETF | Add +45.9% | 2.09% | +0.67 |
| ZJUL Innovator Edp ETF 1 YR July | New | 0.40% | +0.40 |
| SCHZ Schwab US Aggregate Bond ETF | Add +12.8% | 2.55% | +0.22 |
| AAPL Apple Inc. | Add +0.6% | 6.43% | +0.21 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +12.0% | 2.04% | +0.16 |
| ZAUG Innov Eq Protect ETF - 1 Aug | New | 0.16% | +0.16 |
| ZSEP Innovator Edp ETF - 1 YR Sep | New | 0.15% | +0.15 |
| TSLA Tesla Inc. | Add +4.6% | 0.59% | +0.13 |
| SLV iShares Silver Trust | Add +275.9% | 0.17% | +0.13 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +7.3% | 0.95% | +0.11 |
| AHR American Healthcare REIT Inc. | New | 0.10% | +0.10 |
| LNG Cheniere Energy Inc. | New | 0.09% | +0.09 |
| AUGU Allianzim US BF15 Uncap Aug | New | 0.09% | +0.09 |
| LMT Lockheed Martin Corp. | New | 0.09% | +0.09 |
| AGI Alamos Gold Inc. Class A | New | 0.09% | +0.09 |
| SEPU Allianzim US BF15 Uncap Sep | New | 0.09% | +0.09 |
| AJUL Invtr Eq DP ETF-2Y-JULY28-Ui | New | 0.08% | +0.08 |
| WM Waste Management Inc. | New | 0.08% | +0.08 |
| RTX RTX Corp. | New | 0.08% | +0.08 |
| VNOM Viper Energy Inc. | New | 0.08% | +0.08 |
| IAU iShares Gold Trust | New | 0.08% | +0.08 |
| QMMY FT NDQ100 Mod Buff ETF - May | New | 0.07% | +0.07 |
| BSM Black Stone Minerals LP | New | 0.07% | +0.07 |
| FCX Freeport-McMoran Inc. | New | 0.06% | +0.06 |
| TXT Textron Inc. | New | 0.06% | +0.06 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +15.6% | 0.63% | +0.06 |
| IEV iShares Europe ETF | Add +17.4% | 0.43% | +0.06 |
| SG Sweetgreen Inc. Class A | New | 0.06% | +0.06 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +18.0% | 0.51% | +0.06 |
| NUE Nucor Corp. | New | 0.05% | +0.05 |
| XBFZX BlackRock Ca Muni Inc. TR | New | 0.05% | +0.05 |
| BSCS Invesco Bulletshares 2028 CB | Add +69.1% | 0.14% | +0.05 |
| XEVMX Eaton Vance Cal Muni Bond | New | 0.05% | +0.05 |
| CEV Eaton Vance Ca Muni Inc. TRST | Add +73.8% | 0.12% | +0.05 |
| PEG Public Service Enterprise GP | New | 0.05% | +0.05 |
| AEM Agnico Eagle Mines Ltd. | New | 0.05% | +0.05 |
| BHVN Biohaven Ltd. | New | 0.05% | +0.05 |
| FISV Fiserv Inc. | New | 0.05% | +0.05 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.05% | +0.05 |
| BSX Boston Scientific Corp. | New | 0.05% | +0.05 |
| EBAY eBay Inc. | New | 0.04% | +0.04 |
| META Meta Platforms Inc. Class A | Add +4.0% | 0.51% | +0.04 |
| DUK Duke Energy Corp. | Add +40.8% | 0.13% | +0.04 |
| FLNG Flex LNG Ltd. | New | 0.04% | +0.04 |
| ICVT iShares Convertible Bond ETF | New | 0.04% | +0.04 |
| NVS Novartis AG-Sponsored ADR | New | 0.04% | +0.04 |
| AMD Advanced Micro Devices | New | 0.04% | +0.04 |
| TXN Texas Instruments Inc. | Add +27.4% | 0.21% | +0.04 |
| SRE Sempra | New | 0.04% | +0.04 |
| TECK Teck Resources Ltd.-CLS B | New | 0.04% | +0.04 |
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 |