Cypress Wealth Services, LLC Purchases in Q1 2025

Cypress Wealth Services, LLC

  • $468 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
19.5K
+ 46.27%
$185.78 - $198.58 $3.62M - $3.87M
61.6K $11.6M
OEF
Ishares S&P 100 ETF

ETFs
13.4K
+ 62.38%
N/A
35K $9.31M
QUAL
Ishares Msci Usa Quality Facto

ETFs
18.6K
+ 17.36%
$168.16 - $186.21 $3.13M - $3.47M
126K $21.4M
HEFA
Ishares Currency Hedged Msci E

ETFs
53.2K
+ 370.53%
$34.83 - $37.52 $1.85M - $2M
67.5K $2.47M
IAU
Ishares Gold Trust

ETFs
19.5K
+ 73.7%
$49.74 - $58.96 $972K - $1.15M
46K $2.71M
IEMG
Ishares Inc

ETFs
22.8K
+ 66.23%
N/A
57.2K $3.07M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
11.5K
+ 136.06%
$97.25 - $104.79 $1.11M - $1.2M
19.9K $2.05M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
47.5K
New
$18.18 - $18.58 $864K - $883K
47.5K $881K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.81K
+ 74.1%
$196.12 - $229.48 $748K - $875K
8.96K $1.8M
ILCV
Ishares Morningstar Value ETF

ETFs
6.02K
New
$79.37 - $85.24 $478K - $513K
6.02K $484K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
27.5K
+ 8.59%
$48.06 - $53.73 $1.32M - $1.48M
348K $16.8M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.52K
+ 30.6%
$302.31 - $337.54 $459K - $512K
6.48K $1.98M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
6.11K
New
$55.12 - $62.6 $337K - $382K
6.11K $342K
HEZU
Ishares Currency Hedged Msci E

ETFs
8.17K
New
$35.85 - $40.72 $293K - $333K
8.17K $321K
PFEB
Innovator U.S. Equity Power Bu

ETFs
8.7K
New
$35.54 - $37.44 $309K - $326K
8.7K $311K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.33K
+ 0.61%
$22.46 - $23.26 $74.8K - $77.5K
547K $12.6M
PM
Philip Morris International Inc.

Consumer Defensive
95
+ 1.29%
$117.15 - $158.79 $11.1K - $15.1K
7.49K $1.19M
EEM
Ishares Msci Emerging Markets

ETFs
6.72K
New
$40.81 - $45.34 $274K - $305K
6.72K $294K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
14K
+ 44.63%
$20.05 - $20.4 $280K - $285K
45.2K $920K
PSLV
Sprott Physical Silver Trust

Financial Services
11.6K
+ 15.61%
$9.86 - $11.68 $114K - $135K
85.7K $992K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.37K
New
$47.79 - $59.89 $256K - $321K
5.37K $269K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.42K
+ 88.34%
$73.78 - $76.59 $253K - $262K
7.3K $557K
COST
Costco Wholesale Corp

Consumer Defensive
162
+ 4.16%
$890.62 - $1076.86 $144K - $174K
4.06K $3.84M
IEFA
Ishares Tr

ETFs
2.9K
+ 38.82%
$69.57 - $78.65 $202K - $228K
10.4K $792K
PLTR
Palantir Technologies Inc.

Technology
3.03K
New
$64.98 - $124.62 $197K - $378K
3.03K $255K
LLY
Eli Lilly & CO

Healthcare
132
+ 6.15%
$725.72 - $929.72 $95.8K - $123K
2.28K $1.88M
CVX
Chevron Corp

Energy
37
+ 0.38%
$146.71 - $167.97 $5.43K - $6.21K
9.67K $1.62M
ITOT
Ishares Core S&P Total U.S. St

ETFs
2.22K
+ 34.03%
$120.29 - $134.6 $267K - $299K
8.75K $1.06M
NVS
Novartis Ag

Healthcare
1.98K
New
$97.14 - $115.57 $193K - $229K
1.98K $221K
XOM
Exxon Mobil Corp

Energy
290
+ 1.84%
$105.44 - $118.93 $30.6K - $34.5K
16K $1.91M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.07K
New
$192.82 - $222.1 $207K - $238K
1.07K $206K
QCOM
Qualcomm Inc

Technology
1.33K
New
$151.94 - $175.86 $201K - $233K
1.33K $203K
PMAR
Innovator U.S. Equity Power Bu

ETFs
5.42K
+ 13.21%
$39.51 - $41.0 $214K - $222K
46.4K $1.85M
EPD
Enterprise Products Partners L.P.

Energy
5.89K
New
$31.75 - $34.14 $187K - $201K
5.89K $201K
AMGN
Amgen Inc

Healthcare
29
+ 0.99%
$258.59 - $327.36 $7.5K - $9.49K
2.95K $919K
EMB
Ishares Tr

ETFs
1.58K
+ 13.63%
$88.64 - $92.03 $140K - $145K
13.2K $1.19M
JNJ
Johnson & Johnson

Healthcare
113
+ 1.75%
$142.06 - $167.7 $16.1K - $19K
6.57K $1.09M
V
Visa Inc.

Financial Services
114
+ 3.44%
$306.92 - $362.71 $35K - $41.3K
3.43K $1.2M
VV
Vanguard Large Cap ETF

ETFs
885
+ 14.94%
$253.32 - $282.66 $224K - $250K
6.81K $1.74M
WFC
Wells Fargo & Company

Financial Services
1.57K
+ 9.83%
$66.78 - $81.42 $105K - $128K
17.6K $1.26M
ELV
Elevance Health, Inc.

Healthcare
173
+ 21.73%
$365.9 - $436.25 $63.3K - $75.5K
969 $418K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.88K
+ 8.61%
$91.76 - $103.26 $172K - $194K
23.7K $2.18M
ABBV
Abb Vie Inc.

Healthcare
51
+ 1.83%
$169.2 - $216.66 $8.63K - $11K
2.84K $595K
AMT
American Tower Corp

Real Estate
19
+ 0.73%
$173.46 - $217.6 $3.3K - $4.13K
2.64K $573K
COP
Conocophillips

Energy
686
+ 32.78%
$88.6 - $105.85 $60.8K - $72.6K
2.78K $291K
GS
Goldman Sachs Group Inc

Financial Services
209
+ 16.76%
$524.81 - $672.19 $110K - $140K
1.46K $795K
ETR
Entergy Corp

Utilities
28
+ 0.38%
$75.26 - $87.89 $2.11K - $2.46K
7.46K $637K
ABT
Abbott Laboratories

Healthcare
97
+ 3.32%
$111.1 - $140.22 $10.8K - $13.6K
3.02K $400K
XCEM
Columbia ETF Tr Ii

ETFs
2.23K
+ 1.28%
$29.18 - $30.72 $64.9K - $68.4K
176K $5.22M
Activity Summary
Buys All Purchases 131 New Holdings 16 Increased Positions 115 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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