Cypress Wealth Services, LLC
CIK 1721527 · Holdings on Jun 30, 2025 · First reported Jul 28, 2025
Top ten holdings
Q2 2025- AAPL4.94%
- IVV4.79%
- QUAL4.33%
- SPYM3.84%
- DYNF3.53%
- EFV3.35%
- IVW2.69%
- OEF2.29%
- SCHZ2.16%
- IVE2.06%
Share classes counted separately33.98%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IVVWeight decreased · -1.45 pp6.24% → 4.79%Shares -11.62K (-21.23%)
- AAPLWeight decreased · -1.05 pp5.99% → 4.94%Shares +1.54K (+1.16%)
- EFVWeight increased · +0.94 pp2.41% → 3.35%Shares +93.18K (+46.30%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $27.59M | 4.94% | 134.49K shares | 5.99% → 4.94%-1.05 pp +1.54K (+1.16%) | Added | ↗▾ |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $26.77M | 4.79% | 43.12K shares | 6.24% → 4.79%-1.45 pp -11.62K (-21.23%) | Reduced | ↗▾ |
| 03 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $24.22M | 4.33% | 132.46K shares | 4.37% → 4.33%-0.04 pp +6.47K (+5.14%) | Added | ↗▾ |
| 04 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $21.45M | 3.84% | 295.06K shares | 4.05% → 3.84%-0.21 pp -8.69K (-2.86%) | Reduced | ↗▾ |
| 05 | DYNFISHRS US E F R A ETF-USD INCISHARES US EQUIT View history and evidence | $19.74M | 3.53% | 362.52K shares | 3.44% → 3.53%+0.09 pp +14.98K (+4.31%) | Added | ↗▾ |
| 06 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $18.69M | 3.35% | 294.43K shares | 2.41% → 3.35%+0.94 pp +93.18K (+46.30%) | Added | ↗▾ |
| 07 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $15.04M | 2.69% | 136.60K shares | 3.43% → 2.69%-0.74 pp -45.41K (-24.95%) | Reduced | ↗▾ |
| 08 | OEFISHARES S&P 100 ETFS&P 100 ETF View history and evidence | $12.77M | 2.29% | 41.97K shares | 1.92% → 2.29%+0.37 pp +6.96K (+19.90%) | Added | ↗▾ |
| 09 | SCHZSCHWAB US AGGREGATE BOND ETFUS AGGREGATE B View history and evidence | $12.04M | 2.16% | 518.25K shares | 2.57% → 2.16%-0.41 pp -28.28K (-5.17%) | Reduced | ↗▾ |
| 10 | IVEISHARES S&P 500 VALUE ETFS&P 500 VAL ETF View history and evidence | $11.50M | 2.06% | 58.84K shares | 2.38% → 2.06%-0.32 pp -2.80K (-4.54%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 15
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| EVM EATON VANCE CAL MUNI BOND | Non-derivative | -71,693 | -$664.59K | SEC filing ↗ | SEC filing ↗ |
| AHR AMERICAN HEALTHCARE REIT INC | Non-derivative | -19,239 | -$582.94K | SEC filing ↗ | SEC filing ↗ |
| MUC BLACKROCK MUNIHOLD CA QLTY | Non-derivative | -53,241 | -$570.22K | SEC filing ↗ | SEC filing ↗ |
3 / 15 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1721527 · Period Jun 30, 2025
Data loaded Oct 15, 2026 · First reported Jul 28, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 558614430
}Research all 318 reported holdings.
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