Cypress Wealth Services, LLC Purchases in Q4 2024

Cypress Wealth Services, LLC

  • $474 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
462
+ 0.35%
$221.69 - $259.02 $102K - $120K
134K $33.6M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
21.8K
New
$89.97 - $98.59 $1.96M - $2.15M
21.8K $2.07M
TSLA
Tesla, Inc.

Consumer Cyclical
427
+ 3.93%
$213.65 - $479.86 $91.2K - $205K
11.3K $4.56M
EFV
Msci Eafe Value ETF

ETFs
40.7K
+ 23.14%
$51.78 - $57.15 $2.11M - $2.33M
217K $11.4M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
11.9K
+ 3.85%
$49.03 - $53.35 $582K - $633K
320K $16.4M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5.15K
New
$201.32 - $217.44 $1.04M - $1.12M
5.15K $1.06M
IVW
Ishares S&P 500 Growth ETF

ETFs
720
+ 0.42%
$94.43 - $105.47 $68K - $75.9K
172K $17.5M
AMZN
Amazon Com Inc

Consumer Cyclical
942
+ 4.28%
$180.88 - $232.93 $170K - $219K
22.9K $5.03M
IAU
Ishares Gold Trust

ETFs
18.8K
+ 244.96%
$48.37 - $52.65 $911K - $991K
26.5K $1.31M
GOOGL
Alphabet Inc.

Communication Services
1.59K
+ 6.44%
$161.86 - $196.66 $257K - $313K
26.3K $4.98M
MSFT
Microsoft Corp

Technology
2.02K
+ 16.43%
$406.35 - $454.46 $821K - $918K
14.3K $6.03M
VCV
Invesco California Value Municipal Income Trust

Financial Services
65.6K
New
$10.06 - $10.97 $660K - $720K
65.6K $717K
SPY
Spdr S&P 500 ETF Trust

ETFs
982
+ 8.66%
$567.81 - $607.81 $558K - $597K
12.3K $7.22M
BDX
Becton Dickinson & CO

Healthcare
3.15K
New
$220.02 - $243.75 $693K - $768K
3.15K $714K
SHOP
Shopify Inc.

Technology
555
+ 3.48%
$78.14 - $119.49 $43.4K - $66.3K
16.5K $1.76M
AVGO
Broadcom Inc.

Technology
785
+ 17.09%
$159.67 - $250.0 $125K - $196K
5.38K $1.25M
QUAL
Ishares Msci Usa Quality Facto

ETFs
3.22K
+ 3.09%
$176.42 - $186.91 $567K - $601K
107K $19.1M
JPM
Jpmorgan Chase & CO

Financial Services
544
+ 5.45%
$205.18 - $250.29 $112K - $136K
10.5K $2.52M
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
45.5K
+ 180.72%
$9.14 - $9.66 $416K - $440K
70.7K $648K
ARCC
Ares Capital Corp

Financial Services
18.4K
New
$20.74 - $22.27 $382K - $410K
18.4K $403K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
434
+ 3.5%
$521.84 - $558.82 $226K - $243K
12.8K $6.92M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
21.1K
+ 23.13%
$26.65 - $29.34 $561K - $618K
112K $3.04M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
27K
New
$12.3 - $13.88 $332K - $375K
27K $341K
MAR
Marriott International Inc

Consumer Cyclical
237
+ 2.7%
$246.06 - $292.59 $58.3K - $69.3K
9.02K $2.52M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
28.6K
+ 118.51%
$10.55 - $11.6 $302K - $332K
52.7K $560K
HYDB
Ishares Tr Edge High Yield Def

ETFs
5.99K
New
$46.68 - $47.95 $279K - $287K
5.99K $281K
BE
Bloom Energy Corp

Industrials
12.4K
New
$9.04 - $27.45 $112K - $340K
12.4K $275K
META
Meta Platforms, Inc.

Communication Services
307
+ 7.15%
$554.08 - $632.68 $170K - $194K
4.6K $2.71M
MRVL
Marvell Technology, Inc.

Technology
2.27K
New
$70.31 - $124.78 $159K - $283K
2.27K $250K
CHKP
Check Point Software Technologies LTD

Technology
1.34K
New
$170.18 - $209.01 $228K - $279K
1.34K $249K
CRM
Salesforce, Inc.

Technology
741
New
$270.87 - $367.87 $201K - $273K
741 $247K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.85K
New
$131.66 - $144.0 $244K - $266K
1.85K $244K
WFC
Wells Fargo & Company

Financial Services
189
+ 1.2%
$54.98 - $77.35 $10.4K - $14.6K
16K $1.12M
MCK
Mckesson Corp

Healthcare
396
New
$482.27 - $628.5 $191K - $249K
396 $225K
MBB
Ishares Tr

ETFs
4.51K
+ 9.69%
$91.26 - $95.82 $412K - $433K
51.1K $4.68M
NFLX
Netflix Inc

Communication Services
91
+ 12.36%
$687.65 - $936.56 $62.6K - $85.2K
827 $737K
WMT
Walmart Inc.

Consumer Defensive
931
+ 7.06%
$79.1 - $95.7 $73.6K - $89.1K
14.1K $1.28M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.32K
New
$58.39 - $67.04 $194K - $223K
3.32K $210K
UL
Unilever PLC

Consumer Defensive
3.69K
New
$56.7 - $64.64 $209K - $238K
3.69K $208K
CRWD
Crowd Strike Holdings, Inc.

Technology
591
New
$275.15 - $388.2 $163K - $229K
591 $202K
COST
Costco Wholesale Corp

Consumer Defensive
73
+ 1.91%
$873.59 - $994.69 $63.8K - $72.6K
3.89K $3.57M
DIS
Walt Disney CO

Communication Services
638
+ 9.61%
$92.39 - $117.6 $58.9K - $75K
7.28K $810K
QQQ
Invesco Qqq Trust, Series 1

ETFs
72
+ 1.34%
$481.22 - $538.17 $34.6K - $38.7K
5.43K $2.77M
VTI
Vanguard Total Stock Market Et

ETFs
501
+ 36.87%
$280.04 - $302.45 $140K - $152K
1.86K $539K
GS
Goldman Sachs Group Inc

Financial Services
103
+ 9.0%
$486.1 - $608.57 $50.1K - $62.7K
1.25K $714K
V
Visa Inc.

Financial Services
27
+ 0.82%
$273.87 - $320.91 $7.39K - $8.66K
3.31K $1.05M
IVE
Ishares S&P 500 Value ETF

ETFs
2.03K
+ 5.06%
$189.5 - $206.17 $385K - $419K
42.1K $8.04M
DVY
Ishares Tr

ETFs
1.49K
+ 7.17%
$129.55 - $143.41 $193K - $214K
22.2K $2.92M
XCEM
Columbia ETF Tr Ii

ETFs
19.6K
+ 12.68%
$29.6 - $32.67 $579K - $640K
174K $5.15M
Activity Summary
Buys All Purchases 137 New Holdings 28 Increased Positions 109 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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