Cypress Wealth Services, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 10, 2025), Cypress Wealth Services, LLC reported 284 stock positions worth $493.0 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 6.2% of the portfolio, followed by Apple (AAPL, 6.0%) and iShares MSCI USA Quality Fac (QUAL, 4.4%). Compared with Q4 2024, it opened 16 new positions, sold out of 12, added to 115 and reduced 105. The biggest buy was iShares S&P 500 Value ETF (IVE, shares +46%) and the biggest sale iShares MSCI Eafe Growth ETF (EFG, shares −36%).
- Most Recent 13F
- Q2 2026
- Location
- PALM DESERT, CA
- CIK
- 0001721527
- Portfolio Value
- $493.0M (Q1 2025)
- SEC Filing
- 0001085146-25-002032 ↗ filed Apr 10, 2025
Holdings Value
Holdings 284 stocks · $493.0M
| IVV iShares Core S&P 500 ETF | 6.24% | 54,738 | $30.8M | Reduce -8.7% |
| AAPL Apple Inc. | 5.99% | 132,950 | $29.5M | Reduce -0.8% |
| QUAL iShares MSCI USA Quality Fac | 4.37% | 125,986 | $21.5M | Add +17.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 4.05% | 303,756 | $20.0M | Add +0.5% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 3.44% | 347,545 | $16.9M | Add +8.6% |
| IVW iShares S&P 500 Growth ETF | 3.43% | 182,008 | $16.9M | Add +5.9% |
| SCHZ Schwab US Aggregate Bond ETF | 2.57% | 546,533 | $12.7M | Add +0.6% |
| EFV iShares MSCI Eafe Value ETF | 2.41% | 201,254 | $11.9M | Reduce -7.2% |
| IVE iShares S&P 500 Value ETF | 2.38% | 61,644 | $11.7M | Add +46.3% |
| OEF iShares S&P 100 ETF | 1.92% | 35,008 | $9.5M | Add +62.4% |
| EFG iShares MSCI Eafe Growth ETF | 1.77% | 87,401 | $8.7M | Reduce -35.5% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.69% | 26,905 | $8.3M | Reduce -2.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.61% | 171,804 | $7.9M | Reduce -7.0% |
| IYW iShares Ustechnology ETF | 1.50% | 52,507 | $7.4M | Add +0.4% |
| ESGU iShares ESG Aware MSCI USA | 1.49% | 60,165 | $7.3M | Reduce -5.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.40% | 12,310 | $6.9M | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 1.34% | 12,812 | $6.6M | Reduce -0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.22% | 23,251 | $6.0M | Reduce -0.9% |
| VYM Vanguard High DVD Yield ETF | 1.15% | 43,847 | $5.7M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.10% | 10,212 | $5.4M | Reduce -0.8% |
| MSFT Microsoft Corp. | 1.10% | 14,444 | $5.4M | Add +0.9% |
| XCEM Columbia Em Core Ex-China | 1.06% | 176,193 | $5.2M | Add +1.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.98% | 21,744 | $4.8M | Add +0.1% |
| PFF iShares Preferred & Income S | 0.94% | 150,027 | $4.6M | Reduce -0.3% |
| VEA Vanguard Ftse Developed ETF | 0.91% | 88,408 | $4.5M | Reduce -1.5% |
| AMZN Amazon.com Inc. | 0.90% | 23,414 | $4.5M | Add +2.0% |
| MBB iShares MBS ETF | 0.83% | 43,521 | $4.1M | Reduce -14.8% |
| GOOGL Alphabet Inc. Class A | 0.82% | 26,006 | $4.0M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 0.78% | 4,055 | $3.8M | Add +4.2% |
| NVDA Nvidia Corp. | 0.77% | 35,235 | $3.8M | Add +8.1% |
| VCIT Vanguard Int-Term Corporate | 0.75% | 44,934 | $3.7M | Reduce -0.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.70% | 43,920 | $3.5M | Add +0.9% |
| SCHD Schwab US DVD Equity ETF | 0.65% | 113,783 | $3.2M | Reduce -1.2% |
| IEMG iShares Core MSCI Emerging | 0.63% | 57,205 | $3.1M | Add +66.2% |
| TSLA Tesla Inc. | 0.62% | 11,714 | $3.0M | Add +3.7% |
| IVLU iShares MSCI International V | 0.60% | 98,076 | $3.0M | Reduce -12.6% |
| DVY iShares Select Dividend ETF | 0.58% | 21,299 | $2.9M | Reduce -4.3% |
| UPS United Parcel Service Class B | 0.57% | 25,453 | $2.8M | Add +4.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.56% | 50,425 | $2.8M | Reduce -7.6% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.56% | 52,647 | $2.8M | Add +0.8% |
| IAU iShares Gold Trust | 0.55% | 46,048 | $2.7M | Add +73.7% |
| VDC Vanguard Consumer Staple ETF | 0.55% | 12,293 | $2.7M | Reduce -2.5% |
| META Meta Platforms Inc. Class A | 0.54% | 4,582 | $2.6M | Reduce -0.4% |
| JPM JPMorgan Chase & Co. | 0.52% | 10,512 | $2.6M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 0.51% | 15,985 | $2.5M | Reduce -2.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.50% | 5,300 | $2.5M | Reduce -2.4% |
| NVBU Allianzim US BF15 Uncap Nov | 0.50% | 99,652 | $2.5M | No change |
| HEFA Isha Curr Hedged MSCI Eafe | 0.50% | 67,540 | $2.5M | Add +370.5% |
| DFUV Dimensional US Marketwide Va | 0.46% | 54,759 | $2.3M | Reduce -7.6% |
| MAR Marriott International Class A | 0.46% | 9,440 | $2.2M | Add +4.7% |
| SPMO Invesco S&P 500 Momentum ETF | 0.44% | 23,693 | $2.2M | Add +8.6% |
| TLH iShares 10-20 Year Treasury | 0.42% | 19,886 | $2.1M | Add +136.1% |
| IWB iShares Russell 1000 ETF | 0.40% | 6,478 | $2.0M | Add +30.6% |
| IEV iShares Europe ETF | 0.39% | 33,169 | $1.9M | Reduce -4.7% |
| XOM Exxon Mobil Corp. | 0.39% | 16,035 | $1.9M | Add +1.8% |
| LLY Eli Lilly & Co. | 0.38% | 2,280 | $1.9M | Add +6.2% |
| DFAS Dimensional US Small Cap ETF | 0.38% | 31,061 | $1.9M | Reduce -12.2% |
| PMAR Innovator U.S. Equity Power | 0.38% | 46,429 | $1.9M | Add +13.2% |
| MTUM iShares MSCI USA Momentum Fa | 0.37% | 8,959 | $1.8M | Add +74.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.35% | 6,809 | $1.8M | Add +14.9% |
| VIG Vanguard Dividend Apprec ETF | 0.34% | 8,702 | $1.7M | Reduce -2.8% |
| CVX Chevron Corp. | 0.33% | 9,666 | $1.6M | Add +0.4% |
| ZNOV Invtr Equ DE PR ETF - 1 YR N | 0.32% | 63,901 | $1.6M | No change |
| SHOP Shopify Inc. Class A | 0.32% | 16,662 | $1.6M | Add +0.9% |
| MUB iShares National Muni Bond E | 0.32% | 14,924 | $1.6M | Reduce -29.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.32% | 16,624 | $1.6M | Reduce -9.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.31% | 31,099 | $1.5M | Reduce -1.9% |
| AXP American Express Co. | 0.30% | 5,499 | $1.5M | Add +3.1% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.29% | 31,032 | $1.4M | New |
| ZJUL Innovator Edp ETF 1 YR July | 0.29% | 53,527 | $1.4M | Reduce -26.3% |
| KJUL Innovator U.S. Small Cap Pow | 0.29% | 50,769 | $1.4M | Reduce -0.9% |
| IJUL Innovator International Deve | 0.27% | 46,291 | $1.3M | No change |
| SUSL iShares ESG MSCI USA Leaders | 0.26% | 13,590 | $1.3M | Reduce -12.0% |
| WFC Wells Fargo & Co. | 0.26% | 17,577 | $1.3M | Add +9.8% |
| EJUL Innovator Emerging Markets P | 0.25% | 49,367 | $1.2M | No change |
| WMT Walmart Inc. | 0.25% | 14,148 | $1.2M | Add +0.2% |
| V Visa Inc. Class A | 0.24% | 3,425 | $1.2M | Add +3.4% |
| EMB iShares JP Morgan Usd Emergi | 0.24% | 13,158 | $1.2M | Add +13.6% |
| VWO Vanguard Ftse Emerging Marke | 0.24% | 26,261 | $1.2M | Reduce -1.2% |
| PM Philip Morris International | 0.24% | 7,486 | $1.2M | Add +1.3% |
| DECW Alianzim US Eq BFR20 Dec-Usd | 0.23% | 37,800 | $1.1M | Add +364.2% |
| WABC Westamerica Bancorporation | 0.22% | 21,775 | $1.1M | No change |
| JNJ Johnson & Johnson | 0.22% | 6,572 | $1.1M | Add +1.8% |
| ITOT iShares Core S&P Total U.S. | 0.22% | 8,751 | $1.1M | Add +34.0% |
| SDOG Alps Sector Dividend Dogs | 0.21% | 17,857 | $1.0M | Add +0.6% |
| PHYS Sprott Physical Gold Trust | 0.21% | 42,832 | $1.0M | Reduce -0.2% |
| COWZ Pacer US Cash Cows 100 ETF | 0.21% | 18,646 | $1.0M | Reduce -0.2% |
| PSLV Sprott Physical Silver Trust | 0.20% | 85,700 | $994K | Add +15.6% |
| ZOCT Inr Eqty Def P ETF - 1 Y Oc | 0.20% | 38,881 | $978K | No change |
| BSCP Invesco Bulletshares 2025 CB | 0.20% | 47,192 | $976K | Add +0.2% |
| BSCQ Invesco Bulletshares 2026 CB | 0.20% | 49,663 | $967K | Add +0.1% |
| BSCR Invesco Bulletshares 2027 CB | 0.19% | 48,089 | $942K | Add +0.5% |
| AVGO Broadcom Inc. | 0.19% | 5,567 | $932K | Add +3.5% |
| BSCS Invesco Bulletshares 2028 CB | 0.19% | 45,237 | $921K | Add +44.6% |
| AMGN Amgen Inc. | 0.19% | 2,951 | $920K | Add +1.0% |
| SLV iShares Silver Trust | 0.18% | 29,172 | $904K | No change |
| LGLV SPDR US LC Low Vol Idx | 0.18% | 5,166 | $899K | No change |
| VZ Verizon Communications Inc. | 0.18% | 19,691 | $893K | Reduce -1.6% |
| BLK BlackRock Inc. | 0.18% | 937 | $887K | Reduce -6.7% |
| BSCT Invesco Bulletshares 2029 CB | 0.18% | 47,548 | $881K | New |
Portfolio Sells Q4 2024 → Q1 2025
| EFG iShares MSCI Eafe Growth ETF | Reduce -35.5% | 1.77% | −0.86 |
| IVV iShares Core S&P 500 ETF | Reduce -8.7% | 6.24% | −0.85 |
| AAPL Apple Inc. | Reduce -0.8% | 5.99% | −0.75 |
| IFRA iShares US Infrastructure | Reduce -76.3% | 0.10% | −0.34 |
| TLT iShares 20+ Year Treasury BD | Reduce -78.5% | 0.09% | −0.31 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -2.4% | 1.69% | −0.21 |
| GOOGL Alphabet Inc. Class A | Reduce -1.1% | 0.82% | −0.18 |
| ESGU iShares ESG Aware MSCI USA | Reduce -5.3% | 1.49% | −0.16 |
| MUB iShares National Muni Bond E | Reduce -29.6% | 0.32% | −0.13 |
| GOOG Alphabet Inc. Class C | Reduce -2.9% | 0.51% | −0.12 |
| MBB iShares MBS ETF | Reduce -14.8% | 0.83% | −0.11 |
| ZJUL Innovator Edp ETF 1 YR July | Reduce -26.3% | 0.29% | −0.10 |
| AUGU Allianzim US BF15 Uncap Aug | Sold out | 0.00% | −0.09 |
| SEPU Allianzim US BF15 Uncap Sep | Sold out | 0.00% | −0.09 |
| DFAS Dimensional US Small Cap ETF | Reduce -12.2% | 0.38% | −0.09 |
| QMMY FT NDQ100 Mod Buff ETF - May | Sold out | 0.00% | −0.07 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -7.0% | 1.61% | −0.07 |
| SUSL iShares ESG MSCI USA Leaders | Reduce -12.0% | 0.26% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -0.2% | 1.34% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 1.40% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.4% | 0.50% | −0.05 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −0.05 |
| IXC iShares Global Energy ETF | Sold out | 0.00% | −0.05 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Reduce -33.9% | 0.07% | −0.05 |
| ESGE iShares Inc. iShares ESG Awar | Sold out | 0.00% | −0.05 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -7.6% | 0.56% | −0.04 |
| SCHB Schwab US Broad Market ETF | Sold out | 0.00% | −0.04 |
| ORCL Oracle Corp. | Reduce -9.5% | 0.14% | −0.04 |
| FXL First Trust Technology Alpha | Sold out | 0.00% | −0.04 |
| MLM Martin Marietta Materials | Sold out | 0.00% | −0.04 |
| DFAT Dimensional US Target Value | Sold out | 0.00% | −0.04 |
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.04 |
| DFUV Dimensional US Marketwide Va | Reduce -7.6% | 0.46% | −0.03 |
| VLUE iShares MSCI USA Value Facto | Reduce -20.3% | 0.13% | −0.03 |
| IYE iShares U.S. Energy ETF | Reduce -38.6% | 0.06% | −0.03 |
| BLK BlackRock Inc. | Reduce -6.7% | 0.18% | −0.03 |
| GNMA iShares Gnma Bond ETF | Reduce -19.8% | 0.13% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.9% | 1.22% | −0.03 |
| BAC Bank of America Corp. | Reduce -19.9% | 0.08% | −0.02 |
| IXN iShares Global Tech ETF | Reduce -2.9% | 0.16% | −0.02 |
| EIX Edison International | Reduce -4.3% | 0.05% | −0.02 |
| IWF iShares Russell 1000 Growth | Reduce -8.6% | 0.10% | −0.02 |
| PFF iShares Preferred & Income S | Reduce -0.3% | 0.94% | −0.02 |
| IAUG Innov in DVLP PWRB ETF - Aug | Reduce -16.0% | 0.12% | −0.01 |
| KJUL Innovator U.S. Small Cap Pow | Reduce -0.9% | 0.29% | −0.01 |
| BKNG Booking Holdings Inc. | Reduce -4.9% | 0.11% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -12.6% | 0.07% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.1% | 0.07% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -7.7% | 0.06% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| IVE iShares S&P 500 Value ETF | Add +46.3% | 2.38% | +0.77 |
| OEF iShares S&P 100 ETF | Add +62.4% | 1.92% | +0.67 |
| QUAL iShares MSCI USA Quality Fac | Add +17.4% | 4.37% | +0.53 |
| HEFA Isha Curr Hedged MSCI Eafe | Add +370.5% | 0.50% | +0.40 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | New | 0.29% | +0.29 |
| IAU iShares Gold Trust | Add +73.7% | 0.55% | +0.29 |
| IEMG iShares Core MSCI Emerging | Add +66.2% | 0.63% | +0.27 |
| TLH iShares 10-20 Year Treasury | Add +136.1% | 0.42% | +0.25 |
| DECW Alianzim US Eq BFR20 Dec-Usd | Add +364.2% | 0.23% | +0.18 |
| BSCT Invesco Bulletshares 2029 CB | New | 0.18% | +0.18 |
| MTUM iShares MSCI USA Momentum Fa | Add +74.1% | 0.37% | +0.15 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +8.6% | 3.44% | +0.14 |
| ILCV iShares Morningstar Value Et | New | 0.10% | +0.10 |
| TFI SS SPDR N Ice Muni Bond ETF | New | 0.10% | +0.10 |
| SCHZ Schwab US Aggregate Bond ETF | Add +0.6% | 2.57% | +0.09 |
| IWB iShares Russell 1000 ETF | Add +30.6% | 0.40% | +0.08 |
| ANET Arista Networks Inc. | New | 0.08% | +0.08 |
| JMOM JPMorgan US Momentum Factor | New | 0.07% | +0.07 |
| HEZU iShares Currency Hedged MSCI | New | 0.06% | +0.06 |
| PFEB Innovator U.S. Equity Power | New | 0.06% | +0.06 |
| PM Philip Morris International | Add +1.3% | 0.24% | +0.06 |
| COST Costco Wholesale Corp. | Add +4.2% | 0.78% | +0.06 |
| BSCS Invesco Bulletshares 2028 CB | Add +44.6% | 0.19% | +0.06 |
| EEM iShares MSCI Emerging Market | New | 0.06% | +0.06 |
| PSLV Sprott Physical Silver Trust | Add +15.6% | 0.20% | +0.06 |
| BIV Vanguard Intermediate-Term B | Add +88.3% | 0.11% | +0.06 |
| CMG Chipotle Mexican Grill Inc. | New | 0.05% | +0.05 |
| IEFA iShares Core MSCI Eafe ETF | Add +38.8% | 0.16% | +0.05 |
| PLTR Palantir Technologies Inc. Class A | New | 0.05% | +0.05 |
| LLY Eli Lilly & Co. | Add +6.2% | 0.38% | +0.05 |
| CVX Chevron Corp. | Add +0.4% | 0.33% | +0.05 |
| ITOT iShares Core S&P Total U.S. | Add +34.0% | 0.22% | +0.05 |
| XOM Exxon Mobil Corp. | Add +1.8% | 0.39% | +0.05 |
| PMAR Innovator U.S. Equity Power | Add +13.2% | 0.38% | +0.05 |
| NVS Novartis AG-Sponsored ADR | New | 0.04% | +0.04 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.04% | +0.04 |
| QCOM Qualcomm Inc. | New | 0.04% | +0.04 |
| EPD Enterprise Products Partners | New | 0.04% | +0.04 |
| EMB iShares JP Morgan Usd Emergi | Add +13.6% | 0.24% | +0.03 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +14.9% | 0.35% | +0.03 |
| AMGN Amgen Inc. | Add +1.0% | 0.19% | +0.03 |
| JNJ Johnson & Johnson | Add +1.8% | 0.22% | +0.03 |
| V Visa Inc. Class A | Add +3.4% | 0.24% | +0.03 |
| WFC Wells Fargo & Co. | Add +9.8% | 0.26% | +0.03 |
| SPMO Invesco S&P 500 Momentum ETF | Add +8.6% | 0.44% | +0.03 |
| ELV Elevance Health Inc. | Add +21.7% | 0.09% | +0.03 |
| XCEM Columbia Em Core Ex-China | Add +1.3% | 1.06% | +0.02 |
| ABBV Abbvie Inc. | Add +1.8% | 0.12% | +0.02 |
| AMT American Tower Corp. | Add +0.7% | 0.12% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +16.8% | 0.16% | +0.02 |
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 |