Cypress Wealth Services, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SHOPIFY INC | $2.97M | 0.4% |
| DIMENSIONAL ETF TRUST | $2.90M | 0.4% |
| GLOBAL X FDS | $2.83M | 0.4% |
| ELI LILLY & Co | $2.83M | 0.4% |
| AIM ETF PRODUCTS TRUST | $2.77M | 0.4% |
| ISHARES TR | $2.70M | 0.4% |
| JOHNSON & JOHNSON | $2.54M | 0.4% |
| CHEVRON CORP | $2.53M | 0.3% |
| United Parcel Service Inc | $2.50M | 0.3% |
| SCHWAB STRATEGIC TR | $2.48M | 0.3% |
| AMERICAN EXPRESS CO | $2.47M | 0.3% |
| FIRST TR EXCHANGE TRADED FD | $2.45M | 0.3% |
| ROBLOX Corp | $2.37M | 0.3% |
| VANGUARD WORLD FD | $2.37M | 0.3% |
| ISHARES TR | $2.36M | 0.3% |
| DIMENSIONAL ETF TRUST | $2.36M | 0.3% |
| EXXON MOBIL CORP | $2.35M | 0.3% |
| SPROTT ASSET MANAGEMENT LP | $2.11M | 0.3% |
| ISHARES TR | $2.10M | 0.3% |
| PROCTER & GAMBLE Co | $2.03M | 0.3% |
| Walmart Inc. | $1.97M | 0.3% |
| WELLS FARGO & COMPANY/MN | $1.97M | 0.3% |
| CISCO SYSTEMS, INC. | $1.95M | 0.3% |
| VANGUARD CHARLOTTE FDS | $1.92M | 0.3% |
| THE GOLDMAN SACHS GROUP, INC. | $1.88M | 0.3% |
| BONDBLOXX ETF TRUST | $1.82M | 0.3% |
| INNOVATOR ETFS TRUST | $1.77M | 0.2% |
| ISHARES SILVER TR | $1.77M | 0.2% |
| ISHARES TR | $1.73M | 0.2% |
| VANGUARD INTL EQUITY INDEX F | $1.71M | 0.2% |
| CATERPILLAR INC | $1.69M | 0.2% |
| Visa Inc | $1.67M | 0.2% |
| VANGUARD INDEX FDS | $1.64M | 0.2% |
| iShares MSCI UAE ETF | $1.62M | 0.2% |
| INNOVATOR ETFS TRUST | $1.60M | 0.2% |
| INTERNATIONAL BUSINESS MACHINES CORP | $1.58M | 0.2% |
| ISHARES TR | $1.56M | 0.2% |
| Ensign Group Inc/The | $1.51M | 0.2% |
| ISHARES TR | $1.50M | 0.2% |
| Merck & Co., Inc. | $1.44M | 0.2% |
| SPROTT ASSET MANAGEMENT LP | $1.38M | 0.2% |
| VANGUARD INDEX FDS | $1.38M | 0.2% |
| INNOVATOR ETFS TRUST | $1.34M | 0.2% |
| ISHARES TR | $1.29M | 0.2% |
| AMERICAN INTERNATIONAL GROUP, INC. | $1.27M | 0.2% |
| Philip Morris International Inc. | $1.26M | 0.2% |
| VERIZON COMMUNICATIONS INC | $1.26M | 0.2% |
| iShares MSCI UAE ETF | $1.25M | 0.2% |
| SPDR DOW JONES INDL AVERAGE | $1.24M | 0.2% |
| ORACLE CORP | $1.23M | 0.2% |