Cypress Wealth Services, LLC Top Holdings and 13F Report (2026) About Cypress Wealth Services, LLCInvestment ActivityCypress Wealth Services, LLC has $708.34 million in total holdings as of March 31, 2026.Cypress Wealth Services, LLC owns shares of 397 different stocks, but just 103 companies or ETFs make up 80% of its holdings.Approximately 7.68% of the portfolio was purchased this quarter.About 7.04% of the portfolio was sold this quarter.This quarter, Cypress Wealth Services, LLC has purchased 389 new stocks and bought additional shares in 127 stocks.Cypress Wealth Services, LLC sold shares of 166 stocks and completely divested from 23 stocks this quarter.Largest Holdings Apple $41,761,521iShares Core S&P 500 ETF $29,973,777SPDR Portfolio S&P 500 ETF $27,381,068iShares U.S. Equity Factor Rotation Active ETF $23,831,485iShares S&P 500 Value ETF $16,970,636 Largest New Holdings this Quarter 09290C764 - BLACKROCK ETF TRUST $12,247,078 Holding09290C855 - BLACKROCK ETF TRUST $6,455,617 Holding09290C699 - BLACKROCK ETF TRUST $2,647,735 Holding922020805 - Vanguard Short-Term Inflation-Protected Securities ETF $806,842 Holding46138J460 - Invesco BulletShares 2030 Corporate Bond ETF $777,555 Holding Largest Purchases this Quarter BLACKROCK ETF TRUST 380,900 shares (about $12.25M)BLACKROCK ETF TRUST 157,224 shares (about $6.46M)iShares U.S. Treasury Bond ETF 200,823 shares (about $4.60M)iShares MSCI EAFE Growth ETF 28,251 shares (about $3.15M)BLACKROCK ETF TRUST 80,921 shares (about $2.65M) Largest Sales this Quarter iShares S&P 100 ETF 40,365 shares (about $12.84M)SPDR Portfolio Emerging Markets ETF 81,693 shares (about $3.83M)iShares MSCI EAFE Value ETF 44,771 shares (about $3.33M)iShares Gold Trust 27,830 shares (about $2.45M)iShares S&P 500 Value ETF 9,333 shares (about $1.97M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCypress Wealth Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$41,761,521$885,222 â–¼-2.1%164,5515.9%Computer and TechnologyIVViShares Core S&P 500 ETF$29,973,777$2,481,539 â–²9.0%45,8874.2%ETFSPLGSPDR Portfolio S&P 500 ETF$27,381,068$731,723 â–¼-2.6%357,7353.9%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$23,831,485$537,351 â–¼-2.2%409,6163.4%ETFIVEiShares S&P 500 Value ETF$16,970,636$1,970,673 â–¼-10.4%80,3722.4%ETFIVWiShares S&P 500 Growth ETF$16,298,150$297,366 â–²1.9%144,0912.3%ETFQUALiShares MSCI USA Quality Factor ETF$15,112,539$173,396 â–¼-1.1%78,7892.1%ETFEFViShares MSCI EAFE Value ETF$14,798,517$3,328,717 â–¼-18.4%199,0392.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$13,677,579$913,962 â–²7.2%589,0431.9%ETFBLACKROCK ETF TRUST$12,247,078$12,247,078 â–²New Holding380,9001.7%ISHARES INTL CTRSPYSPDR S&P 500 ETF Trust$11,030,668$578,165 â–¼-5.0%16,9611.6%FinanceMSFTMicrosoft$9,510,456$135,853 â–²1.4%25,6921.3%Computer and TechnologyMGKVanguard Mega Cap Growth ETF$8,847,678$389,123 â–¼-4.2%24,0791.2%ETFVOOVanguard S&P 500 ETF$8,834,086$702,711 â–²8.6%14,7841.2%ETFBTHMBlackRock Future U.S. Themes ETF$8,833,023$777,319 â–²9.6%243,8711.2%ETFBLACKROCK ETF TRUST$8,802,428$598,108 â–²7.3%267,1451.2%ISHARES A I INNONVDANVIDIA$8,537,181$283,224 â–¼-3.2%48,9521.2%Computer and TechnologyGOOGLAlphabet$8,355,123$212,509 â–¼-2.5%29,0551.2%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$7,969,479$224,435 â–¼-2.7%56,3531.1%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$7,715,460$852,275 â–¼-9.9%110,6161.1%ETFIUSBiShares Core Total USD Bond Market ETF$7,703,854$740,334 â–²10.6%166,7861.1%ManufacturingAMZNAmazon.com$7,320,899$174,739 â–¼-2.3%35,1511.0%Retail/WholesaleOEFiShares S&P 100 ETF$6,841,360$12,838,881 â–¼-65.2%21,5091.0%ETFVYMVanguard High Dividend Yield ETF$6,697,255$112,112 â–¼-1.6%45,2210.9%Financial ServicesVOVanguard Mid-Cap ETF$6,492,192$139,568 â–¼-2.1%22,6070.9%ETFEFGiShares MSCI EAFE Growth ETF$6,468,599$3,146,317 â–²94.7%58,0820.9%ETFBLACKROCK ETF TRUST$6,455,617$6,455,617 â–²New Holding157,2240.9%ISHARES LARGE CAVEAVanguard FTSE Developed Markets ETF$6,441,135$112,012 â–¼-1.7%100,5170.9%ETFSPEMSPDR Portfolio Emerging Markets ETF$6,423,262$3,832,228 â–¼-37.4%136,9270.9%ETFGOOGAlphabet$6,261,884$318,989 â–¼-4.8%21,8290.9%Computer and TechnologyQQQInvesco QQQ$5,944,776$114,278 â–¼-1.9%10,3000.8%FinanceTSLATesla$5,804,133$63,569 â–²1.1%15,6130.8%Auto/Tires/TrucksCOSTCostco Wholesale$5,749,012$78,713 â–²1.4%5,7700.8%Retail/WholesaleVBVanguard Small-Cap ETF$5,709,120$86,696 â–¼-1.5%21,7970.8%ETFBRK.BBerkshire Hathaway$5,418,794$214,682 â–¼-3.8%11,3080.8%FinanceJPMJPMorgan Chase & Co.$5,404,760$91,187 â–¼-1.7%18,3740.8%FinanceMBBiShares MBS ETF$5,397,201$439,520 â–²8.9%56,8430.8%ETFSPMOInvesco S&P 500 Momentum ETF$5,203,871$371,977 â–²7.7%46,4180.7%ETFGOVTiShares U.S. Treasury Bond ETF$5,201,211$4,600,855 â–²766.4%227,0280.7%ETFVIGVanguard Dividend Appreciation ETF$4,823,278$34,409 â–¼-0.7%22,4280.7%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,575,290$189,082 â–²4.3%55,2910.6%ETFPFFiShares Preferred and Income Securities ETF$4,283,623$52,151 â–¼-1.2%141,2800.6%ETFGLOBAL X FDS$4,158,527$1,059,414 â–²34.2%58,7030.6%DEFENSE TECH ETFAVGOBroadcom$3,960,253$35,594 â–¼-0.9%12,7950.6%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$3,670,444$125,276 â–²3.5%15,2940.5%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$3,540,640$63,727 â–¼-1.8%44,5030.5%ETFIVLUiShares MSCI Intl Value Factor ETF$3,535,107$117,096 â–¼-3.2%89,0900.5%ETFCVXChevron$3,396,180$36,414 â–¼-1.1%16,4150.5%EnergyIYWiShares U.S. Technology ETF$3,348,925$251,804 â–¼-7.0%18,4600.5%ManufacturingXOMExxonMobil$3,311,018$339 â–¼0.0%19,5160.5%EnergyTLHiShares 10-20 Year Treasury Bond ETF$3,303,112$58,115 â–²1.8%32,7950.5%ETFMARMarriott International$3,199,455$18,970 â–¼-0.6%9,7820.5%Consumer DiscretionaryMETAMeta Platforms$3,113,653$13,160 â–¼-0.4%5,4420.4%Computer and TechnologyBINCiShares Flexible Income Active ETF$3,068,089$398,253 â–¼-11.5%59,0810.4%ETFMUBiShares National Muni Bond ETF$3,059,916$88,955 â–²3.0%28,8260.4%ETFIAUiShares Gold Trust$3,004,757$2,453,493 â–¼-45.0%34,0830.4%FinanceJNJJohnson & Johnson$2,955,308$44,489 â–¼-1.5%12,0900.4%MedicalDVYiShares Select Dividend ETF$2,834,937$56,626 â–¼-2.0%18,7240.4%ETFDFUVDimensional US Marketwide Value ETF$2,827,324$190,837 â–¼-6.3%58,3430.4%ETFAIM ETF PRODUCTS TRUST$2,694,2150.0%95,6790.4%ALLIANZIM US EQUSCHDSchwab US Dividend Equity ETF$2,675,057$101,766 â–¼-3.7%87,1920.4%ETFBLACKROCK ETF TRUST$2,647,735$2,647,735 â–²New Holding80,9210.4%ISHARES DEFENSEUPSUnited Parcel Service$2,584,993$104,970 â–²4.2%26,2760.4%TransportationVDCVanguard Consumer Staples ETF$2,459,171$57,942 â–¼-2.3%10,9500.3%ETFRDVYFirst Trust Rising Dividend Achievers ETF$2,426,099$17,206 â–²0.7%35,5320.3%ManufacturingBNDXVanguard Total International Bond ETF$2,223,487$310,550 â–²16.2%46,2740.3%ETFLLYEli Lilly and Company$2,222,392$197,771 â–¼-8.2%2,4160.3%MedicalSPROTT ASSET MANAGEMENT LP$2,213,149$37,048 â–²1.7%90,7400.3%PHYSICAL SILVERCATCaterpillar$2,172,162$75,806 â–²3.6%3,0660.3%IndustrialsSHOPIFY INC$2,141,921$45,076 â–¼-2.1%18,0570.3%CL A SUB VTG SHSDFASDimensional U.S. Small Cap ETF$2,141,245$263,254 â–¼-10.9%30,1030.3%ETFBEBloom Energy$2,128,141$411,619 â–²24.0%15,7070.3%EnergyWALMART INC$2,080,996$116,329 â–¼-5.3%16,7440.3%COMXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$1,992,681$182,020 â–²10.1%43,4510.3%ETFAXPAmerican Express$1,965,765$55,050 â–¼-2.7%6,4990.3%FinanceIWBiShares Russell 1000 ETF$1,912,519$345,138 â–¼-15.3%5,3640.3%ETFCSCOCisco Systems$1,886,743$76,581 â–¼-3.9%24,3170.3%Computer and TechnologySLViShares Silver Trust$1,861,040$10,902 â–¼-0.6%27,3120.3%ETFGSThe Goldman Sachs Group$1,822,280$10,998 â–²0.6%2,1540.3%FinancePJULInnovator U.S. Equity Power Buffer ETF - July$1,754,4420.0%38,1670.2%ETFPGProcter & Gamble$1,751,330$295,379 â–¼-14.4%12,1250.2%Consumer StaplesIAGGiShares Core International Aggregate Bond ETF$1,744,197$245,897 â–²16.4%34,8560.2%ETFENSGThe Ensign Group$1,704,287$40,300 â–¼-2.3%8,4580.2%MedicalWFCWells Fargo & Company$1,674,467$6,210 â–¼-0.4%21,0330.2%FinanceMRKMerck & Co., Inc.$1,671,314$24,660 â–²1.5%13,8940.2%MedicalIEViShares Europe ETF$1,667,723$45,656 â–¼-2.7%24,5470.2%ETFRBLXRoblox$1,658,961$2,885 â–²0.2%29,3310.2%Consumer DiscretionaryVWOVanguard FTSE Emerging Markets ETF$1,622,935$99,775 â–¼-5.8%30,0270.2%ETFSPROTT ASSET MANAGEMENT LP$1,592,355$113,621 â–²7.7%44,9310.2%PHYSICAL GOLD TRINNOVATOR ETFS TRUST$1,590,0260.0%59,8880.2%EQUITY DEFINED PVVisa$1,549,454$107,891 â–²7.5%5,1270.2%Business ServicesSUSLiShares ESG MSCI USA Leaders ETF$1,536,475$15,564 â–²1.0%13,5250.2%ManufacturingVLOValero Energy$1,452,726$126,743 â–¼-8.0%5,8800.2%EnergyVZVerizon Communications$1,445,764$101,053 â–¼-6.5%28,8000.2%Computer and TechnologyIBMInternational Business Machines$1,320,816$28,845 â–²2.2%5,4490.2%Computer and TechnologyPMPhilip Morris International$1,290,718$8,102 â–¼-0.6%7,8060.2%Consumer StaplesMUCBlackRock MuniHoldings California Quality Fund$1,257,764$608,399 â–²93.7%120,9390.2%FinanceYJUNFT Vest International Equity Moderate Buffer ETF - June$1,223,6140.0%47,5190.2%ETFSDOGALPS Sector Dividend Dogs ETF$1,217,965$7,869 â–²0.7%18,7280.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$1,196,352$463 â–²0.0%2,5830.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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