Cypress Wealth Services, LLC

Q3 2025 13F-HR Holdings

Location
Palm Desert, CA
Holdings as of
9/30/2025
Date filed
10/15/2025
Form type
13F-HR
Num holdings
346
Total value ($000)
$610,633
Net value change ($000)
+52,019 (9.3%)
New positions
43
Sold out positions
15
Turnover %
4.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2025 Next filing: 1/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 7,075 25.6%
OEF 6,357 49.8%
BAI 4,111 131.9%
SPYM 3,726 17.4%
DYNF 3,026 15.3%
SHLD 2,594 NEW
SPEM 1,844 32.6%
PJUL 1,740 NEW
TSLA 1,609 40.2%
ITA 1,591 NEW
Top Reduces (Value $000, Stocks/ETFs)
EFG -5,617 -56.5%
IYW -4,059 -48.6%
PMAR -1,614 -82.3%
EFV -1,496 -8.0%
KJUL -1,464 -100.0%
EJUL -1,366 -100.0%
IJUL -1,239 -83.8%
QUAL -1,043 -4.3%
IJAN -926 -100.0%
IUSB -903 -12.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type