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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Cypress Wealth Services, LLC INSTITUTION : Cypress Wealth Services, LLC
Cypress Wealth Services, LLC Portfolio (reported on 2020-07-15)
Company (links to holding history) Ticker Value On
2020-06-30
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 26,847,000 86,690 6.38%
APPLE INC    (COM) AAPL 19,857,000 54,432 4.72%
ISHARES TR    (ESG MSCI USA ETF) 14,481,000 206,898 3.44%
INVESCO QQQ TR    (UNIT SER 1) 10,288,000 41,552 2.44%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 10,198,000 35,980 2.42%
SPDR S&P 500 ETF TR    (TR UNIT) SPY 8,517,000 27,619 2.02%
ISHARES TR    (IBOXX INV CP ETF) LQD 8,446,000 62,793 2.01%
PROCTER AND GAMBLE CO    (COM) PG 7,839,000 65,558 1.86%
ISHARES TR    (US TREAS BD ETF) GOVT 7,642,000 273,015 1.81%
ISHARES TR    (EAFE GRWTH ETF) EFG 6,423,000 77,279 1.52%
VANGUARD WORLD FD    (MEGA GRWTH IND) MGK 6,349,000 38,830 1.51%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 6,139,000 64,521 1.46%
JOHNSON & JOHNSON    (COM) JNJ 6,092,000 43,317 1.44%
ISHARES TR    (PFD AND INCM SEC) PFF 5,535,000 159,779 1.31%
MICROSOFT CORP    (COM) MSFT 5,251,000 25,802 1.24%
ISHARES TR    (NATIONAL MUN ETF) MUB 5,152,000 44,641 1.22%
VANGUARD INDEX FDS    (MID CAP ETF) VO 5,149,000 31,413 1.22%
ISHARES INC    (ESG MSCI EM ETF) 5,055,000 157,577 1.20%
ISHARES TR    (SH TR CRPORT ETF) CSJ 4,978,000 90,986 1.18%
MCDONALDS CORP    (COM) MCD 4,510,000 24,447 1.07%
ISHARES TR    (MSCI MIN VOL ETF) USMV 4,426,000 72,997 1.05%
COCA COLA CO    (COM) KO 4,422,000 98,975 1.05%
ISHARES TR    (IBOXX HI YD ETF) HYG 4,413,000 54,068 1.05%
GOLDMAN SACHS ETF TR    (ACCES TREASURY) 4,374,000 43,531 1.04%
INTEL CORP    (COM) INTC 4,246,000 70,960 1.01%
AMAZON COM INC    (COM) AMZN 4,207,000 1,525 1.00%
S&P GLOBAL INC    (COM) SPGI 4,159,000 12,622 0.98%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 4,093,000 51,961 0.97%
ISHARES TR    (EDGE MSCI USA VL) VLUE 4,050,000 56,029 0.96%
JPMORGAN CHASE & CO    (COM) JPM 3,896,000 41,416 0.92%
MATCH GROUP INC    (COM) 3,826,000 35,739 0.91%
ISHARES TR    (GLOBAL TECH ETF) IXN 3,764,000 15,981 0.89%
VANGUARD TAX-MANAGED FDS    (FTSE DEV MKT ETF) VEA 3,648,000 94,057 0.86%
FIRST TR LRGE CP CORE ALPHA    (COM SHS) FEX 3,599,000 60,455 0.85%
WALMART INC    (COM) WMT 3,538,000 29,535 0.84%
UNITED PARCEL SERVICE INC    (CL B) UPS 3,511,000 31,575 0.83%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 3,490,000 62,056 0.83%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 3,368,000 23,113 0.80%
PHILIP MORRIS INTL INC    (COM) PM 3,357,000 47,920 0.79%
ABBOTT LABS    (COM) ABT 3,278,000 35,847 0.78%
ABBVIE INC    (COM) ABBV 3,233,000 32,927 0.76%
ISHARES TR    (U.S. MED DVC ETF) IHI 3,211,000 12,126 0.76%
VANGUARD INDEX FDS    (LARGE CAP ETF) VV 2,996,000 20,953 0.71%
ALTRIA GROUP INC    (COM) MO 2,981,000 75,958 0.70%
PEPSICO INC    (COM) PEP 2,892,000 21,868 0.68%
ISHARES TR    (0-5YR HI YL CP) SHYG 2,881,000 67,177 0.68%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 2,792,000 13,814 0.66%
VANGUARD WORLD FDS    (ENERGY ETF) VDE 2,636,000 52,415 0.62%
ISHARES U S ETF TR    (SHT MAT BD ETF) NEAR 2,475,000 49,490 0.58%
ISHARES TR    (CORE S&P SCP ETF) IJR 2,344,000 34,318 0.55%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 2,257,000 124,241 0.53%
VANGUARD WORLD FDS    (CONSUM STP ETF) VDC 2,249,000 15,036 0.53%
VANGUARD INDEX FDS    (VALUE ETF) VTV 2,243,000 22,526 0.53%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 2,135,000 11,961 0.50%
MONDELEZ INTL INC    (CL A) MDLZ 2,116,000 41,390 0.50%
BLACKROCK INC    (COM) BLK 2,088,000 3,837 0.49%
DISNEY WALT CO    (COM DISNEY) DIS 2,074,000 18,597 0.49%
ALPHABET INC    (CAP STK CL A) GOOGL 2,015,000 1,421 0.47%
ISHARES TR    (CORE S&P TTL STK) ISI 1,958,000 28,195 0.46%
ISHARES TR    (CORE MSCI EAFE) IEFA 1,899,000 33,218 0.45%
FIRST TRUST LRGCP GWT ALPHAD    (COM SHS) FTC 1,836,000 23,961 0.43%
MERCK & CO. INC    (COM) MRK 1,772,000 22,916 0.42%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 1,749,000 23,607 0.41%
COSTCO WHSL CORP NEW    (COM) COST 1,729,000 5,704 0.41%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 1,720,000 43,428 0.40%
AUTOMATIC DATA PROCESSING IN    (COM) ADP 1,616,000 10,855 0.38%
INVESCO EXCHANGE TRADED FD T    (S&P500 PUR GWT) 1,509,000 11,653 0.35%
VERIZON COMMUNICATIONS INC    (COM) VZ 1,494,000 27,091 0.35%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 1,439,000 17,404 0.34%
ISHARES TR    (SELECT DIVID ETF) DVY 1,432,000 17,738 0.34%
AMGEN INC    (COM) AMGN 1,414,000 5,996 0.33%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 1,412,000 33,302 0.33%
WELLS FARGO CO NEW    (COM) WFC 1,394,000 54,453 0.33%
KELLOGG CO    (COM) K 1,374,000 20,805 0.32%
FACEBOOK INC    (CL A) FB 1,351,000 5,950 0.32%
BECTON DICKINSON & CO    (COM) BDX 1,299,000 5,430 0.30%
SHOPIFY INC    (CL A) 1,275,000 1,343 0.30%
FIRST TR NASDAQ-100 TECH IND    (CAP STRENGTH ETF) FDV 1,253,000 21,455 0.29%
VANGUARD MUN BD FDS    (TAX EXEMPT BD) 1,240,000 22,907 0.29%
ALPHABET INC    (CAP STK CL C) GOOG 1,235,000 874 0.29%
LOWES COS INC    (COM) LOW 1,213,000 8,980 0.28%
SCHWAB STRATEGIC TR    (US DIVIDEND EQ) SCHD 1,210,000 23,373 0.28%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 1,193,000 40,090 0.28%
SSGA ACTIVE ETF TR    (MFS SYS VAL EQ) SYV 1,193,000 20,048 0.28%
FIRST TR LRG CP VL ALPHADEX    (COM SHS) FTA 1,183,000 26,017 0.28%
FIRST TRUST PORTFOLIOS LP    (SHS) QTEC 1,165,000 10,682 0.27%
CHARTER COMMUNICATIONS INC N    (CL A) CHTR 1,162,000 2,279 0.27%
ROYAL DUTCH SHELL PLC    (SPONS ADR A) RDS.A 1,094,000 33,474 0.26%
TESLA INC    (COM) TSLA 1,085,000 1,005 0.25%
PFIZER INC    (COM) PFE 1,084,000 33,162 0.25%
AT&T INC    (COM) T 1,063,000 35,148 0.25%
VISA INC    (COM CL A) V 1,039,000 5,378 0.24%
TRANE TECHNOLOGIES PLC    (SHS) 1,032,000 11,602 0.24%
ISHARES TR    (U.S. FIN SVC ETF) IYG 1,029,000 8,619 0.24%
SPDR DOW JONES INDL AVERAGE    (UT SER 1) DIA 999,000 3,874 0.23%
STARBUCKS CORP    (COM) SBUX 984,000 13,368 0.23%
FIRST TR MID CAP CORE ALPHAD    (COM SHS) FNX 982,000 15,724 0.23%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 978,000 8,349 0.23%
HOME DEPOT INC    (COM) HD 945,000 3,772 0.22%
ISHARES TR    (20 YR TR BD ETF) TLT 932,000 5,687 0.22%
FIRST TR EXCHNG TRADED FD VI    (US EQT BUFFER) 923,000 31,400 0.21%
ISHARES TR    (RUSSELL 2000 ETF) IWM 883,000 6,165 0.21%
ISHARES TR    (USA QUALITY FCTR) QUAL 872,000 9,092 0.20%
XILINX INC    (COM) XLNX 860,000 8,741 0.20%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 857,000 10,914 0.20%
PIMCO ETF TR    (INV GRD CRP BD) CORP 813,000 7,117 0.19%
ISHARES TR    (RUS 1000 VAL ETF) IWD 799,000 7,097 0.19%
SCHWAB STRATEGIC TR    (US BRD MKT ETF) SCHB 765,000 10,408 0.18%
CHEVRON CORP NEW    (COM) CVX 756,000 8,473 0.17%
ILLINOIS TOOL WKS INC    (COM) ITW 733,000 4,192 0.17%
BOEING CO    (COM) BA 711,000 3,879 0.16%
EXXON MOBIL CORP    (COM) XOM 704,000 15,747 0.16%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 700,000 12,124 0.16%
AMERICAN EXPRESS CO    (COM) AXP 695,000 7,305 0.16%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 695,000 11,823 0.16%
FIRST TR NAS100 EQ WEIGHTED    (SHS) QQEW 689,000 8,626 0.16%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2024 CB) 681,000 30,911 0.16%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 670,000 10,250 0.15%
FIRST TR EXCHANGE TRADED FD    (ENERGY ALPHADX) FXN 666,000 101,335 0.15%
WHEATON PRECIOUS METALS CORP    (COM) 659,000 14,954 0.15%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2026 CB) 659,000 30,642 0.15%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2025 CB) 657,000 29,564 0.15%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2027 CB) 656,000 30,122 0.15%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2023 CB) 652,000 29,963 0.15%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2022 CB) 650,000 29,809 0.15%
PHILLIPS 66    (COM) PSX 648,000 9,011 0.15%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2021 CB) 647,000 30,282 0.15%
FIRST TR SML CP CORE ALPHA F    (COM SHS) FYX 631,000 11,624 0.15%
ISHARES TR    (SHRT NAT MUN ETF) 618,000 5,727 0.14%
FIRST TR EXCHNG TRADED FD VI    (US EQT DEEP DUFR) 600,000 20,100 0.14%
SELECT SECTOR SPDR TR    (ENERGY) XLE 594,000 15,683 0.14%
NVIDIA CORPORATION    (COM) NVDA 592,000 1,558 0.14%
TARGET CORP    (COM) TGT 587,000 4,897 0.13%
CISCO SYS INC    (COM) CSCO 585,000 12,551 0.13%
NETFLIX INC    (COM) NFLX 584,000 1,284 0.13%
FEDEX CORP    (COM) FDX 569,000 4,061 0.13%
PAYPAL HLDGS INC    (COM) PYPL 569,000 3,263 0.13%
MASTERCARD INCORPORATED    (CL A) MA 563,000 1,904 0.13%
FRANCO NEV CORP    (COM) FNNVF 561,000 4,019 0.13%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 558,000 18,404 0.13%
INVESCO EXCH TRD SLF IDX FD    (BULSHS 2020 CB) 557,000 26,188 0.13%
FIRST TR EXCHANGE-TRADED FD    (FST LOW OPPT EFT) LMBS 553,000 10,700 0.13%
DOMINION ENERGY INC    (COM) D 529,000 6,514 0.12%
ISHARES TR    (RUS 1000 GRW ETF) IWF 529,000 2,757 0.12%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 509,000 9,673 0.12%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 509,000 4,214 0.12%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 509,000 5,759 0.12%
ISHARES TR    (USA MOMENTUM FCT) 505,000 3,852 0.12%
ISHARES TR    (RUS 2000 GRW ETF) IWO 478,000 2,309 0.11%
ISHARES TR    (IBONDS DEC22 ETF) 474,000 18,452 0.11%
KIMBERLY CLARK CORP    (COM) KMB 473,000 3,346 0.11%
FIDELITY COVINGTON TR    (MSCI INFO TECH I) FTEC 462,000 5,616 0.10%
ISHARES TR    (CORE S&P MCP ETF) IJH 460,000 2,585 0.10%
COMCAST CORP NEW    (CL A) CMCSA 459,000 11,770 0.10%
KRAFT HEINZ CO    (COM) KHC 450,000 14,126 0.10%
ISHARES TR    (ULTR SH TRM BD) ICSH 448,000 8,861 0.10%
3M CO    (COM) MMM 441,000 2,825 0.10%
RIVERNORTH OPPORTUNISTIC MUN    (COM) 440,000 20,750 0.10%
FIRST TR EXCHANGE-TRADED ALP    (SML CP GRW ALP) FYC 437,000 10,300 0.10%
UNITEDHEALTH GROUP INC    (COM) UNH 430,000 1,459 0.10%
ENBRIDGE INC    (COM) ENB 420,000 13,806 0.09%
ISHARES TR    (IBONDS DEC20 ETF) 419,000 16,540 0.09%
ISHARES TR    (S&P 500 GRWT ETF) IVW 413,000 1,991 0.09%
FIRST TR NASDAQ-100 TECH IND    (NY ARCA BIOTECH) FBT 411,000 2,447 0.09%
ISHARES TR    (MRNGSTR LG-CP VL) JKF 410,000 4,236 0.09%
BK OF AMERICA CORP    (COM) BAC 406,000 17,077 0.09%
FIRST TR EXCHANGE-TRADED ALP    (SML CAP VAL AL) FYT 401,000 13,300 0.09%
ISHARES TR    (ASIA 50 ETF) AIA 400,000 6,159 0.09%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 399,000 1,851 0.09%
ISHARES TR    (IBONDS DEC23 ETF) 397,000 15,152 0.09%
ISHARES TR    (RUS MD CP GR ETF) IWP 388,000 2,454 0.09%
ISHARES INC    (MIN VOL GBL ETF) ACWV 386,000 4,411 0.09%
ISHARES TR    (IBONDS DEC21 ETF) 383,000 15,235 0.09%
FORD MTR CO DEL    (COM) F 382,000 62,770 0.09%
SPDR SER TR    (NUVEEN BBG BRCLY) HYMB 378,000 6,706 0.08%
ISHARES TR    (U.S. REAL ES ETF) IYR 375,000 4,754 0.08%
TEXAS INSTRS INC    (COM) TXN 371,000 2,918 0.08%
ISHARES TR    (CORE HIGH DV ETF) HDV 371,000 4,577 0.08%
QUALCOMM INC    (COM) QCOM 367,000 4,019 0.08%
HONEYWELL INTL INC    (COM) HON 362,000 2,502 0.08%
ALLEGION PLC    (ORD SHS) ALLE 360,000 3,526 0.08%
SPDR SER TR    (SSGA US LRG ETF) LGLV 358,000 3,508 0.08%
SPDR SER TR    (S&P 400 MDCP VAL) EMV 358,000 8,394 0.08%
ISHARES TR    (MBS ETF) MBB 358,000 3,236 0.08%
SCHWAB STRATEGIC TR    (EMRG MKTEQ ETF) SCHE 354,000 14,524 0.08%
FIRST TR EXCHANGE TRADED FD    (TECH ALPHADEX) FXL 353,000 4,233 0.08%
FIRST TR EXCHANGE-TRADED ALP    (MID CP GR ALPH) FNY 349,000 7,306 0.08%
SQUARE INC    (CL A) 338,000 3,218 0.08%
CLOROX CO DEL    (COM) CLX 328,000 1,496 0.07%
NUVEEN HIGH INCOME NOVEMBER    (COM) 328,000 36,713 0.07%
ISHARES TR    (IBONDS DEC25 ETF) 327,000 12,136 0.07%
MEDTRONIC PLC    (SHS) MDT 324,000 3,528 0.07%
LILLY ELI & CO    (COM) LLY 323,000 1,968 0.07%
ISHARES TR    (RUS MDCP VAL ETF) IWS 322,000 4,207 0.07%
FIRST TR NASDAQ-100 TECH IND    (DJ INTERNT IDX) FDN 320,000 1,878 0.07%
NEXTERA ENERGY INC    (COM) NEE 320,000 1,332 0.07%
GENERAL MLS INC    (COM) GIS 317,000 5,150 0.07%
BROADRIDGE FINL SOLUTIONS IN    (COM) BR 317,000 2,516 0.07%
DUKE ENERGY CORP NEW    (COM NEW) DUK 316,000 3,959 0.07%
GOLDMAN SACHS ETF TR    (ACTIVEBETA US LG) 313,000 5,005 0.07%
1 2 Next >Full Portfolio View
Total Value As 2020-06-30: 420,170,000 SEC FILING
* Portfolios do not reflect changes after reporting
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