Cypress Wealth Services, LLC
All holdings · as of Dec 31, 2025
| Company | Value ↓ | % of portfolio |
|---|---|---|
| Apple Inc. | $45.68M | 6.3% |
| SPDR SERIES TRUST | $29.46M | 4.1% |
| ISHARES TR | $28.83M | 4.0% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $25.47M | 3.5% |
| ISHARES TR | $21.22M | 2.9% |
| ISHARES TR | $19.02M | 2.6% |
| ISHARES TR | $17.44M | 2.4% |
| ISHARES TR | $17.41M | 2.4% |
| iShares MSCI UAE ETF | $15.83M | 2.2% |
| SCHWAB STRATEGIC TR | $12.85M | 1.8% |
| MICROSOFT CORP | $12.25M | 1.7% |
| SPDR S&P 500 ETF TR | $12.17M | 1.7% |
| VANGUARD WORLD FD | $10.38M | 1.4% |
| SPDR INDEX SHS FDS | $10.23M | 1.4% |
| NVIDIA Corp | $9.43M | 1.3% |
| Alphabet Inc. | $9.33M | 1.3% |
| ISHARES TR | $8.63M | 1.2% |
| BLACKROCK ETF TRUST | $8.58M | 1.2% |
| VANGUARD INDEX FDS | $8.53M | 1.2% |
| Amazon.com Inc | $8.31M | 1.1% |
| BLACKROCK ETF TRUST | $8.29M | 1.1% |
| ISHARES INC | $8.26M | 1.1% |
| Alphabet Inc. | $7.20M | 1.0% |
| ISHARES TR | $7.02M | 1.0% |
| Tesla Inc | $6.94M | 1.0% |
| VANGUARD INDEX FDS | $6.70M | 0.9% |
| VANGUARD WHITEHALL FDS | $6.60M | 0.9% |
| INVESCO QQQ TR | $6.45M | 0.9% |
| VANGUARD TAX-MANAGED FDS | $6.39M | 0.9% |
| JPMORGAN CHASE & CO | $6.02M | 0.8% |
| Warren E. Buffett | $5.91M | 0.8% |
| VANGUARD INDEX FDS | $5.71M | 0.8% |
| INVESCO EXCH TRADED FD TR II | $5.14M | 0.7% |
| ISHARES GOLD TR | $5.03M | 0.7% |
| ISHARES TR | $4.97M | 0.7% |
| VANGUARD SPECIALIZED FUNDS | $4.96M | 0.7% |
| COSTCO WHOLESALE CORP /NEW | $4.91M | 0.7% |
| Broadcom Inc. | $4.47M | 0.6% |
| VANGUARD SCOTTSDALE FDS | $4.44M | 0.6% |
| ISHARES TR | $4.43M | 0.6% |
| ISHARES TR | $3.96M | 0.5% |
| iShares MSCI UAE ETF | $3.70M | 0.5% |
| ISHARES TR | $3.65M | 0.5% |
| Meta Platforms Inc | $3.61M | 0.5% |
| BLACKROCK ETF TRUST II | $3.52M | 0.5% |
| iShares MSCI UAE ETF | $3.50M | 0.5% |
| ISHARES TR | $3.40M | 0.5% |
| ISHARES TR | $3.28M | 0.5% |
| Marriott International Inc/MD | $3.05M | 0.4% |
| ISHARES TR | $3.00M | 0.4% |