Titelia

Holdings of Cypress Wealth Services, LLC

329 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 32.5 % of the equity sleeve

Sector breakdown

  • Funds 16.1 %
  • Technology 11.9 %
  • Financials 4.0 %
  • Communication 3.8 %
  • Consumer discretionary 3.4 %
  • Health care 2.2 %
  • Consumer staples 2.1 %
  • Industrials 2.0 %
  • Energy 1.2 %
  • Utilities 0.4 %
  • Materials 0.2 %
  • Real estate 0.1 %
  • Unattributed 52.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • GB 0.2 %
  • TW 0.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US325646.5M $99.66 %
GB31.5M $0.23 %
TW1716.1K $0.11 %

Positions

CompanySharesValueWeight
Vanguard Information Technology ETF 1,5111.1M $
ALLIANZIM US EQ BUFFER20 JUL 26,8521M $
Vanguard Large-Cap ETF 3,4791M $
American International Group Inc 13,7031M $
Deere & Co 1,8281M $
Vanguard Tax-Exempt Bond Index ETF 20,5421M $
Texas Instruments Inc 5,2641M $
Pacer Funds Trust 16,1931M $
AbbVie Inc 4,6341M $
Coca-Cola Co/The 13,2281M $
iShares Core S&P Mid-Cap ETF 14,802999.6K $
Palantir Technologies Inc 6,689978.5K $
Cheniere Energy Inc 3,374957.3K $
iShares Trust 9,500949.7K $
Oracle Corp 6,436946.8K $
VANGUARD ENERGY ETF VANGUARD ENERGY ETF 5,344924.7K $
SPDR SERIES TRUST 5,000890.5K $
Applied Materials Inc 2,559874.7K $
J P Morgan Exchange Traded Fund Trust 15,581865.1K $
Park National Corp 5,250858.1K $
Arista Networks Inc 6,879844.6K $
ALPS ETF Trust 15,861834.9K $
Vanguard Total Stock Market ETF 2,579827.3K $
Charles Schwab Corp/The 8,703817.9K $
Vanguard Malvern Funds 16,153806.8K $
Mastercard Inc 1,605801.8K $
Micron Technology Inc 2,357796.4K $
Amgen Inc 2,244789.5K $
Invesco BulletShares 2030 Corp 46,507777.6K $
Innovator International Developed Power Buffer ETF - January 21,274771.8K $
iShares Core S&P Small-Cap ETF 6,172767.2K $
iShares Core MSCI EAFE ETF 8,419762.2K $
iShares Emerging Markets Equity Factor ETF 12,542757.9K $
Duke Energy Corp 5,784757.4K $
Comcast Corp 26,302755.1K $
Blackrock Inc 784753.7K $
AT&T Inc 25,854749.5K $
iShares MSCI Emerging Markets ETF 13,033740.1K $
Vanguard Value ETF 3,768739.3K $
iShares MSCI USA Value Factor ETF 5,120728K $
Taiwan Semiconductor Manufacturing Co Ltd 2,119716.1K $
ALLIANZIM US BF15 UNCAP OCT 25,494703.8K $
J P Morgan Exchange Traded Fund Trust 12,381701.8K $
SPDR Gold Shares 1,611693.2K $
ConocoPhillips 5,219688.9K $
Thermo Fisher Scientific Inc 1,396686.4K $
iShares MSCI USA Min Vol Factor ETF 7,380684.4K $
TJX Cos Inc/The 4,272682.2K $
Columbia EM Core ex-China ETF 16,596677.3K $
iShares Bitcoin Trust ETF 17,303664.8K $
iShares Russell 1000 Growth ETF 1,545658.7K $
RTX Corp 3,410657.8K $
GSK PLC 11,772649.7K $
Salesforce Inc 3,443642.7K $
McDonald's Corp. 2,053638K $
Starbucks Corp 7,115637.4K $
PepsiCo Inc 4,086634.5K $
Ford Motor Co 54,140624.8K $
Becton Dickinson & Co 3,959622.5K $
ALLIANZIM US EQ BUFFER20 MAY 18,314618.9K $
Vanguard Growth ETF 1,411616.4K $
Honeywell International Inc 2,714613.4K $
VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 7,718611.8K $
Morgan Stanley 3,710610.5K $
iShares Trust 1,817597.2K $
Invesco Exchange-Traded Fund T 10,862592.5K $
Lowe's Cos Inc 2,488588K $
Select Sector Spdr Trust 11,905587.8K $
Pfizer Inc 20,806584.2K $
Ishares Inc 7,364579.3K $
iShares Russell 2000 ETF 2,313573.5K $
WisdomTree Trust 11,282567.9K $
Booking Holdings Inc 134565.6K $
Dimensional ETF Trust 14,488564.4K $
Elevance Health Inc 1,926563.8K $
iShares Trust 6,300560.7K $
US Bancorp 10,593550.9K $
Lamar Advertising Co 4,345550.3K $
Innovator Growth-100 Power Buffer ETF - November 19,411540.8K $
Capital One Financial Corp 2,957539.4K $
QUALCOMM Inc 4,153534.8K $
Walt Disney Co/The 5,527532.7K $
Vanguard Bond Index Funds 6,828527K $
Vanguard Mid-Cap Growth ETF 2,042525.6K $
Waste Management Inc 2,260519.3K $
Air Products and Chemicals Inc 1,780517.1K $
American Century ETF Trust 4,666515.5K $
Lockheed Martin Corp 850513.9K $
Select Sector Spdr Trust 8,357511.9K $
ALLIANZIM US EQ BUFFER20 APR 14,336507.1K $
State Street Utilities Select Sector SPDR ETF 10,951502.5K $
Truist Financial Corp 10,880500.2K $
American Tower Corp 2,886498.1K $
Omnicom Group Inc 6,590496.3K $
Lam Research Corp 2,269484.8K $
Innovator U.S. Equity Power Bu 10,599472.9K $
Illinois Tool Works Inc 1,780463.3K $
O'Reilly Automotive Inc 4,984460.1K $
Altria Group, Inc. 6,952458.7K $
Lloyds Banking Group PLC 89,610450.7K $