Cypress Wealth Services, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 15, 2025), Cypress Wealth Services, LLC reported 280 stock positions worth $498.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 7.1% of the portfolio, followed by Apple (AAPL, 6.7%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 4.2%). Compared with Q3 2024, it opened 27 new positions, sold out of 29, added to 107 and reduced 101. The biggest buy was a new position in Allianzim US BF15 Uncap Nov (NVBU) and the biggest sale Ishr CR Unvrse Usd BD ETF-Ui (IUSB, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- PALM DESERT, CA
- CIK
- 0001721527
- Portfolio Value
- $498.0M (Q4 2024)
- SEC Filing
- 0001085146-25-000207 ↗ filed Jan 15, 2025
Holdings Value
Holdings 280 stocks · $498.0M
| IVV iShares Core S&P 500 ETF | 7.09% | 59,977 | $35.3M | Reduce -1.0% |
| AAPL Apple Inc. | 6.74% | 133,980 | $33.6M | Add +0.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.18% | 302,193 | $20.8M | Reduce -2.0% |
| QUAL iShares MSCI USA Quality Fac | 3.84% | 107,347 | $19.1M | Add +3.1% |
| IVW iShares S&P 500 Growth ETF | 3.51% | 171,924 | $17.5M | Add +0.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 3.29% | 320,048 | $16.4M | Add +3.9% |
| EFG iShares MSCI Eafe Growth ETF | 2.64% | 135,532 | $13.1M | Add +11.8% |
| SCHZ Schwab US Aggregate Bond ETF | 2.48% | 543,203 | $12.3M | Add +4.6% |
| EFV iShares MSCI Eafe Value ETF | 2.28% | 216,744 | $11.4M | Add +23.1% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.90% | 27,557 | $9.5M | Reduce -4.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.68% | 184,782 | $8.4M | Reduce -11.6% |
| IYW iShares Ustechnology ETF | 1.67% | 52,284 | $8.3M | Reduce -1.8% |
| ESGU iShares ESG Aware MSCI USA | 1.64% | 63,514 | $8.2M | Reduce -2.3% |
| IVE iShares S&P 500 Value ETF | 1.62% | 42,145 | $8.0M | Add +5.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.45% | 12,323 | $7.2M | Add +8.7% |
| VOO Vanguard S&P 500 ETF | 1.39% | 12,841 | $6.9M | Add +3.5% |
| OEF iShares S&P 100 ETF | 1.25% | 21,559 | $6.2M | Reduce -1.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.25% | 23,474 | $6.2M | Reduce -3.2% |
| MSFT Microsoft Corp. | 1.21% | 14,311 | $6.0M | Add +16.4% |
| VYM Vanguard High DVD Yield ETF | 1.13% | 43,966 | $5.6M | Reduce -2.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.05% | 21,719 | $5.2M | Reduce -1.4% |
| XCEM Columbia Em Core Ex-China | 1.03% | 173,968 | $5.1M | Add +12.7% |
| AMZN Amazon.com Inc. | 1.01% | 22,946 | $5.0M | Add +4.3% |
| GOOGL Alphabet Inc. Class A | 1.00% | 26,283 | $5.0M | Add +6.4% |
| PFF iShares Preferred & Income S | 0.95% | 150,502 | $4.7M | Reduce -1.1% |
| MBB iShares MBS ETF | 0.94% | 51,100 | $4.7M | Add +9.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.94% | 10,290 | $4.7M | Add +2.9% |
| TSLA Tesla Inc. | 0.92% | 11,292 | $4.6M | Add +3.9% |
| NVDA Nvidia Corp. | 0.88% | 32,605 | $4.4M | Add +12.0% |
| VEA Vanguard Ftse Developed ETF | 0.86% | 89,725 | $4.3M | Reduce -0.2% |
| VCIT Vanguard Int-Term Corporate | 0.73% | 45,097 | $3.6M | Add +2.3% |
| COST Costco Wholesale Corp. | 0.72% | 3,893 | $3.6M | Add +1.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.69% | 43,540 | $3.4M | Reduce -2.1% |
| SCHD Schwab US DVD Equity ETF | 0.63% | 115,184 | $3.1M | Add +5.1% |
| GOOG Alphabet Inc. Class C | 0.63% | 16,464 | $3.1M | Reduce -0.7% |
| UPS United Parcel Service Class B | 0.62% | 24,345 | $3.1M | Reduce -3.5% |
| IVLU iShares MSCI International V | 0.61% | 112,168 | $3.0M | Add +23.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.61% | 54,569 | $3.0M | Add +9.4% |
| DVY iShares Select Dividend ETF | 0.59% | 22,247 | $2.9M | Add +7.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.56% | 5,428 | $2.8M | Add +1.3% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.55% | 52,214 | $2.7M | Add +14.2% |
| META Meta Platforms Inc. Class A | 0.54% | 4,600 | $2.7M | Add +7.2% |
| VDC Vanguard Consumer Staple ETF | 0.54% | 12,607 | $2.7M | Reduce -1.6% |
| NVBU Allianzim US BF15 Uncap Nov | 0.51% | 99,652 | $2.5M | New |
| JPM JPMorgan Chase & Co. | 0.51% | 10,528 | $2.5M | Add +5.5% |
| MAR Marriott International Class A | 0.51% | 9,017 | $2.5M | Add +2.7% |
| DFUV Dimensional US Marketwide Va | 0.49% | 59,275 | $2.4M | Reduce -3.3% |
| DFAS Dimensional US Small Cap ETF | 0.46% | 35,372 | $2.3M | Reduce -0.5% |
| MUB iShares National Muni Bond E | 0.45% | 21,204 | $2.3M | Reduce -6.2% |
| IFRA iShares US Infrastructure | 0.45% | 48,034 | $2.2M | Add +1.3% |
| SPMO Invesco S&P 500 Momentum ETF | 0.42% | 21,814 | $2.1M | New |
| TLT iShares 20+ Year Treasury BD | 0.40% | 22,759 | $2.0M | Reduce -2.3% |
| ZJUL Innovator Edp ETF 1 YR July | 0.39% | 72,587 | $2.0M | No change |
| IEV iShares Europe ETF | 0.36% | 34,791 | $1.8M | Reduce -2.7% |
| IEMG iShares Core MSCI Emerging | 0.36% | 34,413 | $1.8M | Reduce -5.5% |
| SHOP Shopify Inc. Class A | 0.35% | 16,515 | $1.8M | Add +3.5% |
| VIG Vanguard Dividend Apprec ETF | 0.35% | 8,955 | $1.8M | Add +0.6% |
| XOM Exxon Mobil Corp. | 0.34% | 15,745 | $1.7M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.33% | 2,148 | $1.7M | Add +4.0% |
| PMAR Innovator U.S. Equity Power | 0.33% | 41,011 | $1.6M | Reduce -2.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.33% | 18,307 | $1.6M | Reduce -2.3% |
| ZNOV Invtr Equ DE PR ETF - 1 YR N | 0.32% | 63,901 | $1.6M | New |
| IWB iShares Russell 1000 ETF | 0.32% | 4,960 | $1.6M | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.32% | 5,924 | $1.6M | No change |
| SUSL iShares ESG MSCI USA Leaders | 0.32% | 15,438 | $1.6M | Reduce -0.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.32% | 31,684 | $1.6M | Add +0.7% |
| AXP American Express Co. | 0.32% | 5,332 | $1.6M | Reduce -0.2% |
| KJUL Innovator U.S. Small Cap Pow | 0.30% | 51,234 | $1.5M | No change |
| CVX Chevron Corp. | 0.28% | 9,629 | $1.4M | Reduce -10.0% |
| IAU iShares Gold Trust | 0.26% | 26,510 | $1.3M | Add +245.0% |
| IJUL Innovator International Deve | 0.26% | 46,291 | $1.3M | Reduce -19.1% |
| WMT Walmart Inc. | 0.26% | 14,117 | $1.3M | Add +7.1% |
| AVGO Broadcom Inc. | 0.25% | 5,379 | $1.2M | Add +17.1% |
| EJUL Innovator Emerging Markets P | 0.24% | 49,367 | $1.2M | Reduce -1.3% |
| VWO Vanguard Ftse Emerging Marke | 0.24% | 26,581 | $1.2M | Reduce -2.7% |
| WABC Westamerica Bancorporation | 0.23% | 21,775 | $1.1M | No change |
| WFC Wells Fargo & Co. | 0.23% | 16,004 | $1.1M | Add +1.2% |
| MTUM iShares MSCI USA Momentum Fa | 0.21% | 5,146 | $1.1M | New |
| COWZ Pacer US Cash Cows 100 ETF | 0.21% | 18,683 | $1.1M | Add +0.7% |
| V Visa Inc. Class A | 0.21% | 3,311 | $1.0M | Add +0.8% |
| EMB iShares JP Morgan Usd Emergi | 0.21% | 11,580 | $1.0M | Add +9.2% |
| BLK BlackRock Inc. | 0.21% | 1,004 | $1.0M | Reduce -1.1% |
| SDOG Alps Sector Dividend Dogs | 0.20% | 17,752 | $1.0M | Add +1.5% |
| ZOCT Inr Eqty Def P ETF - 1 Y Oc | 0.20% | 38,881 | $982K | New |
| BSCP Invesco Bulletshares 2025 CB | 0.20% | 47,107 | $973K | Reduce -0.6% |
| BSCQ Invesco Bulletshares 2026 CB | 0.19% | 49,626 | $964K | Reduce -1.0% |
| JNJ Johnson & Johnson | 0.19% | 6,459 | $934K | Reduce -3.0% |
| BSCR Invesco Bulletshares 2027 CB | 0.19% | 47,864 | $932K | Reduce -1.0% |
| ORCL Oracle Corp. | 0.19% | 5,587 | $931K | Reduce -2.8% |
| IXN iShares Global Tech ETF | 0.19% | 10,918 | $925K | Reduce -5.6% |
| PM Philip Morris International | 0.18% | 7,391 | $889K | Add +9.5% |
| PHYS Sprott Physical Gold Trust | 0.17% | 42,902 | $864K | Add +4.4% |
| LGLV SPDR US LC Low Vol Idx | 0.17% | 5,166 | $853K | No change |
| ITOT iShares Core S&P Total U.S. | 0.17% | 6,529 | $840K | No change |
| TLH iShares 10-20 Year Treasury | 0.17% | 8,424 | $839K | Reduce -2.0% |
| EJAN Innovator Emerging Markets P | 0.17% | 28,190 | $830K | No change |
| IJAN Innovator International Deve | 0.16% | 27,061 | $818K | Reduce -16.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.16% | 7,279 | $810K | Add +9.6% |
| VZ Verizon Communications Inc. | 0.16% | 20,001 | $800K | Add +8.5% |
| IGM iShares Expanded Tech Sector | 0.16% | 7,752 | $791K | Reduce -0.1% |
Portfolio Sells Q3 2024 → Q4 2024
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -11.6% | 1.68% | −0.36 |
| PJUL Innovator U.S. Equity Power | Sold out | 0.00% | −0.26 |
| TJUL Innovator Equity Defined Pro | Sold out | 0.00% | −0.23 |
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −0.19 |
| NJUL Innovator Growth 100 Power B | Reduce -72.5% | 0.06% | −0.17 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -59.9% | 0.10% | −0.16 |
| YJUN FT Vest Int Eq Modt ETF-June | Reduce -69.2% | 0.06% | −0.15 |
| IVV iShares Core S&P 500 ETF | Reduce -1.0% | 7.09% | −0.13 |
| CEV Eaton Vance Ca Muni Inc. TRST | Sold out | 0.00% | −0.12 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.2% | 0.86% | −0.12 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -2.0% | 4.18% | −0.12 |
| PJAN Innovator U.S. Equity Power | Sold out | 0.00% | −0.11 |
| IGEB iShares Investment Grade SYS | Sold out | 0.00% | −0.11 |
| PFF iShares Preferred & Income S | Reduce -1.1% | 0.95% | −0.09 |
| UPS United Parcel Service Class B | Reduce -3.5% | 0.62% | −0.09 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.09 |
| IJUL Innovator International Deve | Reduce -19.1% | 0.26% | −0.09 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.09 |
| FLOT iShares Floating Rate Bond E | Reduce -59.8% | 0.05% | −0.08 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.2% | 1.25% | −0.08 |
| TLT iShares 20+ Year Treasury BD | Reduce -2.3% | 0.40% | −0.07 |
| HII Huntington Ingalls Industrie | Reduce -46.8% | 0.04% | −0.07 |
| IEMG iShares Core MSCI Emerging | Reduce -5.5% | 0.36% | −0.07 |
| VYM Vanguard High DVD Yield ETF | Reduce -2.5% | 1.13% | −0.07 |
| IEV iShares Europe ETF | Reduce -2.7% | 0.36% | −0.07 |
| TXN Texas Instruments Inc. | Reduce -21.5% | 0.15% | −0.07 |
| TXT Textron Inc. | Sold out | 0.00% | −0.06 |
| IJAN Innovator International Deve | Reduce -16.8% | 0.16% | −0.06 |
| EIX Edison International | Reduce -37.9% | 0.07% | −0.06 |
| AGG iShares Core U.S. Aggregate | Reduce -34.8% | 0.09% | −0.06 |
| AMGN Amgen Inc. | Reduce -6.4% | 0.15% | −0.06 |
| MUB iShares National Muni Bond E | Reduce -6.2% | 0.45% | −0.05 |
| NUE Nucor Corp. | Sold out | 0.00% | −0.05 |
| ESGU iShares ESG Aware MSCI USA | Reduce -2.3% | 1.64% | −0.05 |
| XBFZX BlackRock Ca Muni Inc. TR | Sold out | 0.00% | −0.05 |
| XDCFX BNYM Alcentra GLBL CRDT 2024 | Sold out | 0.00% | −0.05 |
| SCHP Schwab U.S. Tips ETF | Sold out | 0.00% | −0.05 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -2.1% | 0.69% | −0.05 |
| BHVN Biohaven Ltd. | Sold out | 0.00% | −0.05 |
| CVX Chevron Corp. | Reduce -10.0% | 0.28% | −0.05 |
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −0.05 |
| QSPT FT Vest Nasdaq-100 Buffer Et | Sold out | 0.00% | −0.04 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −0.04 |
| FLNG Flex LNG Ltd. | Sold out | 0.00% | −0.04 |
| NVS Novartis AG-Sponsored ADR | Sold out | 0.00% | −0.04 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.04 |
| VDC Vanguard Consumer Staple ETF | Reduce -1.6% | 0.54% | −0.04 |
| TECK Teck Resources Ltd.-CLS B | Sold out | 0.00% | −0.04 |
| PFE Pfizer Inc. | Reduce -24.4% | 0.09% | −0.04 |
| HYMB SS SPDR N Ice HY Muni ETF | Sold out | 0.00% | −0.04 |
Portfolio Buys Q3 2024 → Q4 2024
| NVBU Allianzim US BF15 Uncap Nov | New | 0.51% | +0.51 |
| SPMO Invesco S&P 500 Momentum ETF | New | 0.42% | +0.42 |
| TSLA Tesla Inc. | Add +3.9% | 0.92% | +0.33 |
| ZNOV Invtr Equ DE PR ETF - 1 YR N | New | 0.32% | +0.32 |
| AAPL Apple Inc. | Add +0.3% | 6.74% | +0.31 |
| MTUM iShares MSCI USA Momentum Fa | New | 0.21% | +0.21 |
| ZOCT Inr Eqty Def P ETF - 1 Y Oc | New | 0.20% | +0.20 |
| EFV iShares MSCI Eafe Value ETF | Add +23.1% | 2.28% | +0.19 |
| IAU iShares Gold Trust | Add +245.0% | 0.26% | +0.18 |
| AMZN Amazon.com Inc. | Add +4.3% | 1.01% | +0.16 |
| OCTU Allianzim US BF15 Uncap Oct | New | 0.15% | +0.15 |
| GOOGL Alphabet Inc. Class A | Add +6.4% | 1.00% | +0.15 |
| NVDA Nvidia Corp. | Add +12.0% | 0.88% | +0.15 |
| VCV Invesco Ca Val Muni Inc. TR | New | 0.14% | +0.14 |
| BDX Becton Dickinson and Co. | New | 0.14% | +0.14 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +3.9% | 3.29% | +0.14 |
| IAUG Innov in DVLP PWRB ETF - Aug | New | 0.13% | +0.13 |
| MSFT Microsoft Corp. | Add +16.4% | 1.21% | +0.12 |
| IVW iShares S&P 500 Growth ETF | Add +0.4% | 3.51% | +0.12 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +8.7% | 1.45% | +0.10 |
| SHOP Shopify Inc. Class A | Add +3.5% | 0.35% | +0.09 |
| AVGO Broadcom Inc. | Add +17.1% | 0.25% | +0.09 |
| ARCC Ares Capital Corp. | New | 0.08% | +0.08 |
| XEVMX Eaton Vance Cal Muni Bond | Add +180.7% | 0.13% | +0.08 |
| IBIT iShares Bitcoin Trust ETF | Add +67.0% | 0.13% | +0.08 |
| JPM JPMorgan Chase & Co. | Add +5.5% | 0.51% | +0.07 |
| XNCMX Nuveen Ca Amt-FR Muni Inc. | New | 0.07% | +0.07 |
| NNOV Innovator G-100 PB ETF - Nov | New | 0.07% | +0.07 |
| DECU Allianzim US BF15 Uncap Dec | New | 0.06% | +0.06 |
| HYDB iShares High Yield Systemati | New | 0.06% | +0.06 |
| BE Bloom Energy Corp. Class A | New | 0.06% | +0.06 |
| MUC BlackRock Munihold Ca QLTY | Add +118.5% | 0.11% | +0.06 |
| IVLU iShares MSCI International V | Add +23.1% | 0.61% | +0.05 |
| MAR Marriott International Class A | Add +2.7% | 0.51% | +0.05 |
| MRVL Marvell Technology Inc. | New | 0.05% | +0.05 |
| CHKP Check Point Software Tech | New | 0.05% | +0.05 |
| CRM Salesforce Inc. | New | 0.05% | +0.05 |
| DECW Alianzim US Eq BFR20 Dec-Usd | New | 0.05% | +0.05 |
| SDY SS SPDR S&P Dividend ETF | New | 0.05% | +0.05 |
| MCK McKesson Corp. | New | 0.05% | +0.05 |
| AOCT In Equ D PR ETF - 2 Y O 2026 | New | 0.05% | +0.05 |
| RBA RB Global Inc. | New | 0.05% | +0.05 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.04% | +0.04 |
| UL Unilever PLC | New | 0.04% | +0.04 |
| WFC Wells Fargo & Co. | Add +1.2% | 0.23% | +0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.04% | +0.04 |
| NFLX Netflix Inc. | Add +12.4% | 0.15% | +0.04 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +14.2% | 0.55% | +0.04 |
| WMT Walmart Inc. | Add +7.1% | 0.26% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +3.5% | 1.39% | +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 |