Latest Cypress Wealth Services, LLC Stock Portfolio

Cypress Wealth Services, LLC Performance:

2025 Q4: 1.43%YTD: 13.4%2024: 11.06%

Performance for 2025 Q4 is 1.43%, and YTD is 13.4%, and 2024 is 11.06%.

About Cypress Wealth Services, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Cypress Wealth Services, LLC reported an equity portfolio of $722.7 Millions as of 31 Dec, 2025.

The top stock holdings of Cypress Wealth Services, LLC are AAPL, BIL, IJR. The fund has invested 6.3% of it's portfolio in APPLE INC and 4.1% of portfolio in SPDR SERIES TRUST.

The fund managers got completely rid off INVESCO EXCH TRD SLF IDX FD (BSAE), ISHARES TR (AAXJ) and ISHARES TR (AMPS) stocks. They significantly reduced their stock positions in ISHARES TR (AMPS), NOVAGOLD RES INC (NG) and ENTERGY CORP NEW (ETR). Cypress Wealth Services, LLC opened new stock positions in FIRST TR EXCHANGE TRADED FD (AIRR), ROBLOX CORP (RBLX) and CATERPILLAR INC (CAT). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), PROCTER AND GAMBLE CO (PG) and J P MORGAN EXCHANGE TRADED F.

Cypress Wealth Services, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Cypress Wealth Services, LLC made a return of 1.43% in the last quarter. In trailing 12 months, it's portfolio return was 13.4%.

Performance
S&P 500

New Buys

Ticker	$ Bought
first tr exchange traded fd	2,450,920
roblox corp	2,372,560
caterpillar inc	1,694,980
ensign group inc	1,508,220
american intl group inc	1,268,960
vanguard world fd	1,159,950
valero energy corp	1,040,770
us bancorp del	817,135

New stocks bought by Cypress Wealth Services, LLC

Additions

Ticker	% Inc.
netflix inc	1,226
procter and gamble co	354
j p morgan exchange traded f	307
select sector spdr tr	300
ishares tr	287
merck & co inc	256
international business machs	187
qualcomm inc	171

Additions to existing portfolio by Cypress Wealth Services, LLC

Reductions

Ticker	% Reduced
ishares tr	-52.29
novagold res inc	-49.47
entergy corp new	-46.6
becton dickinson & co	-39.32
columbia etf tr ii	-33.98
ishares tr	-33.11
air prods & chems inc	-31.19
omnicom group inc	-29.69

Cypress Wealth Services, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
invesco exch trd slf idx fd	-1,017,930
fidelity ethereum fd	-218,678
edison intl	-235,666
unilever plc	-231,948
ishares tr	-376,751
ishares tr	-368,168
bitwise bitcoin etf tr	-206,135
marvell technology inc	-209,460

Cypress Wealth Services, LLC got rid off the above stocks

Sector Distribution

Cypress Wealth Services, LLC has about 69.3% of it's holdings in Others sector.

Sector	%
Others	69.3
Technology	12.1
Communication Services	3.7
Consumer Cyclical	3.6
Financial Services	3.4
Healthcare	2.2
Consumer Defensive	1.8
Industrials	1.6
Energy	1.2

Market Cap. Distribution

Cypress Wealth Services, LLC has about 29.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	69.3
MEGA-CAP	20.5
LARGE-CAP	9.1

Stocks belong to which Index?

About 28.6% of the stocks held by Cypress Wealth Services, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	70.4
S&P 500	28.6

Top 5 Winners (%)		%
TMQ	trilogy metals inc new	97.8 %
MU	micron technology inc	64.0 %
SLV	ishares silver tr	51.0 %
PSLV	sprott asset management lp	49.2 %
LLY	eli lilly & co	40.7 %

Top 5 Winners ($)		$
AAPL	apple inc	2.6 M
GOOG	alphabet inc	2.0 M
GOOG	alphabet inc	1.5 M
AAXJ	ishares tr	0.9 M
LLY	eli lilly & co	0.8 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.4 %
	fiserv inc	-43.8 %
XLB	select sector spdr tr	-39.4 %
ORCL	oracle corp	-29.5 %
	grayscale bitcoin trust etf	-23.9 %

Top 5 Losers ($)		$
NFLX	netflix inc	-6.9 M
MSFT	microsoft corp	-0.7 M
ORCL	oracle corp	-0.5 M
META	meta platforms inc	-0.4 M
COST	costco whsl corp new	-0.3 M

Cypress Wealth Services, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Cypress Wealth Services, LLC

Cypress Wealth Services, LLC has 386 stocks in it's portfolio. About 32.3% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Cypress Wealth Services, LLC last quarter.

Last Reported on: 14 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	6.32	168,039	45,683,000	added	23.42

AAXJ	ishares tr	2.41	243,810	17,410,500	reduced	-3.82

AAXJ	ishares tr	0.69	52,214	4,971,820	added	12.55

AAXJ	ishares tr	0.61	143,000	4,427,280	added	1.05

AAXJ	ishares tr	0.50	45,304	3,652,840	added	4.17

AAXJ	ishares tr	0.47	29,831	3,398,300	reduced	-21.48

AAXJ	ishares tr	0.45	32,218	3,275,600	added	3.21

AAXJ	ishares tr	0.42	27,988	2,997,780	added	20.03

AAXJ	ishares tr	0.29	9,783	2,100,310	added	28.66

AAXJ	ishares tr	0.22	16,254	1,564,900	added	12.31

AAXJ	ishares tr	0.05	2,585	333,071	reduced	-1.97

AAXJ	ishares tr	0.00	0.00	0.00	sold off	-100

ABBV	abbvie inc	0.15	4,612	1,053,790	added	85.22

ABT	abbott labs	0.05	2,955	370,293	added	24.89

ACES	alps etf tr	0.16	18,607	1,125,170	added	2.84

ACES	alps etf tr	0.04	6,198	291,413	added	1.72

ACN	accenture plc ireland	0.08	2,212	593,549	added	34.96

ACSG	dbx etf tr	0.03	4,541	217,979	added	1.2

ACWF	ishares tr	0.97	150,758	7,016,280	added	6.2

ADBE	adobe inc	0.05	974	340,890	added	63.15