Latest Cypress Wealth Services, LLC Stock Portfolio

Cypress Wealth Services, LLC Performance:

2025 Q3: 4.48%YTD: 15.58%2024: 8.79%

Performance for 2025 Q3 is 4.48%, and YTD is 15.58%, and 2024 is 8.79%.

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 $610.6 Millions as of 30 Sep, 2025.

The top stock holdings of Cypress Wealth Services, LLC are AAPL, IJR, BIL. The fund has invested 5.7% of it's portfolio in APPLE INC and 4.6% of portfolio in ISHARES TR.

The fund managers got completely rid off INNOVATOR ETFS TRUST (BAPR), CAVA GROUP INC and VIPER ENERGY INC (VNOM) stocks. They significantly reduced their stock positions in INNOVATOR ETFS TRUST (BAPR), ISHARES TR (IJR) and BITFARMS LTD. Cypress Wealth Services, LLC opened new stock positions in GLOBAL X FDS (BITS), INNOVATOR ETFS TRUST (BAPR) and ISHARES TR (AAXJ). The fund showed a lot of confidence in some stocks as they added substantially to BLACKROCK ETF TRUST (BECO), FIDELITY NATL INFORMATION SV (FIS) and INNOVATOR ETFS TRUST (BAPR).

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

Our best estimate is that Cypress Wealth Services, LLC made a return of 4.48% in the last quarter. In trailing 12 months, it's portfolio return was 17.33%.

New Buys

Ticker	$ Bought
global x fds	2,593,750
innovator etfs trust	1,740,420
ishares tr	1,591,210
first tr exchng traded fd vi	1,191,300
innovator etfs trust	1,186,620
aim etf products trust	1,031,250
innovator etfs trust	1,021,080
innovator etfs trust	1,015,580

New stocks bought by Cypress Wealth Services, LLC

Additions

Ticker	% Inc.
blackrock etf trust	95.9
fidelity natl information sv	62.82
innovator etfs trust	54.07
pepsico inc	40.19
ishares tr	36.94
ishares tr	35.82
accenture plc ireland	35.57
ishares tr	33.21

Additions to existing portfolio by Cypress Wealth Services, LLC

Reductions

Ticker	% Reduced
innovator etfs trust	-84.17
innovator etfs trust	-82.98
ishares tr	-74.86
innovator etfs trust	-68.82
bitfarms ltd	-67.2
ishares tr	-57.21
ishares tr	-54.55
ishares tr	-21.52

Cypress Wealth Services, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
innovator etfs trust	-1,464,250
innovator etfs trust	-1,366,470
innovator etfs trust	-925,646
sweetgreen inc	-178,917
innovator etfs trust	-289,140
viper energy inc	-331,578
ishares tr	-233,246
cava group inc	-456,527

Cypress Wealth Services, LLC got rid off the above stocks

Sector Distribution

Cypress Wealth Services, LLC has about 73.5% of it's holdings in Others sector.

Sector	%
Others	73.5
Technology	10.6
Consumer Cyclical	3.3
Communication Services	3.2
Financial Services	2.5
Healthcare	1.6
Consumer Defensive	1.6
Industrials	1.3

Market Cap. Distribution

Cypress Wealth Services, LLC has about 25.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	73.5
MEGA-CAP	17.8
LARGE-CAP	7.5

Stocks belong to which Index?

About 24.7% of the stocks held by Cypress Wealth Services, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	74.4
S&P 500	24.7

Top 5 Winners (%)		%
BE	bloom energy corp	248.9 %
AREC	american res corp	225.9 %
NG	novagold res inc	115.1 %
THM	international tower hill min	91.7 %
CLF	cleveland-cliffs inc new	60.5 %

Top 5 Winners ($)		$
AAPL	apple inc	6.7 M
IJR	ishares tr	2.1 M
GOOG	alphabet inc	2.1 M
TSLA	tesla inc	1.6 M
IJR	ishares tr	1.4 M

Top 5 Losers (%)		%
CMG	chipotle mexican grill inc	-30.2 %
UPS	united parcel service inc	-17.2 %
ELV	elevance health inc formerly	-16.3 %
BCRX	biocryst pharmaceuticals inc	-15.3 %
ACN	accenture plc ireland	-13.5 %

Top 5 Losers ($)		$
UPS	united parcel service inc	-0.4 M
COST	costco whsl corp new	-0.3 M
PM	philip morris intl inc	-0.2 M
NFLX	netflix inc	-0.1 M
MAR	marriott intl inc new	-0.1 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 343 stocks in it's portfolio. About 34.4% of the portfolio is in top 10 stocks. UPS 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: 15 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	5.68	136,156	34,669,300	added	1.24

AAXJ	ishares tr	2.82	253,484	17,193,800	reduced	-13.91

AAXJ	ishares tr	0.73	141,514	4,474,680	reduced	-3.16

AAXJ	ishares tr	0.72	46,393	4,414,260	added	2.00

AAXJ	ishares tr	0.71	37,993	4,326,590	reduced	-57.21

AAXJ	ishares tr	0.58	43,492	3,531,100	added	1.3

AAXJ	ishares tr	0.53	31,216	3,214,940	added	21.01

AAXJ	ishares tr	0.41	23,318	2,483,140	reduced	-1.62

AAXJ	ishares tr	0.26	7,604	1,591,210	new

AAXJ	ishares tr	0.23	14,473	1,377,700	added	1.55

AAXJ	ishares tr	0.06	3,576	376,751	unchanged	0.00

AAXJ	ishares tr	0.05	2,637	332,119	added	2.29

ABBV	abbvie inc	0.09	2,490	576,451	reduced	-9.91

ABT	abbott labs	0.05	2,366	316,892	reduced	-0.13

ACES	alps etf tr	0.18	18,094	1,089,800	added	0.64

ACES	alps etf tr	0.05	6,093	285,925	added	1.65

ACN	accenture plc ireland	0.07	1,639	404,241	added	35.57

ACSG	dbx etf tr	0.03	4,487	206,620	new

ACWF	ishares tr	1.09	141,959	6,630,900	reduced	-12.89

ACWF	ishares tr	0.00	0.00	0.00	sold off	-100