Cypress Wealth Services, LLC Purchases in Q3 2025

Cypress Wealth Services, LLC

  • $555 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.66K
+ 1.24%
$202.38 - $256.87 $336K - $427K
136K $34.7M
OEF
Ishares S&P 100 ETF

ETFs
15.5K
+ 36.94%
N/A
57.5K $15.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
26.3K
+ 8.91%
$72.65 - $78.68 $1.91M - $2.07M
321K $25.2M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
22.1K
+ 6.09%
$54.35 - $59.32 $1.2M - $1.31M
385K $22.8M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
27.9K
+ 21.09%
$42.67 - $46.91 $1.19M - $1.31M
160K $7.49M
PJUL
Innovator U.S. Equity Power Bu

ETFs
38.2K
New
$43.83 - $45.64 $1.67M - $1.74M
38.2K $1.74M
TSLA
Tesla, Inc.

Consumer Cyclical
19
+ 0.15%
$293.94 - $444.72 $5.58K - $8.45K
12.6K $5.61M
ITA
Ishares Tr

ETFs
7.6K
New
$184.73 - $209.26 $1.4M - $1.59M
7.6K $1.59M
IAU
Ishares Gold Trust

ETFs
13.5K
+ 31.5%
$61.62 - $72.77 $829K - $979K
56.2K $4.09M
NVDA
Nvidia Corp

Technology
1.06K
+ 2.58%
$153.3 - $186.58 $163K - $199K
42.3K $7.89M
NJUL
Innovator Growth 100 Power Buf

Technology
16.7K
New
$67.81 - $71.18 $1.13M - $1.19M
16.7K $1.19M
AVGO
Broadcom Inc.

Technology
1.86K
+ 29.53%
$264.74 - $369.57 $493K - $688K
8.16K $2.69M
IVE
Ishares S&P 500 Value ETF

ETFs
636
+ 1.08%
$194.44 - $206.51 $124K - $131K
59.5K $12.3M
BE
Bloom Energy Corp

Industrials
65
+ 0.52%
$22.13 - $86.27 $1.44K - $5.61K
12.5K $1.06M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
146
+ 1.1%
$567.77 - $614.76 $82.9K - $89.8K
13.4K $8.2M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
413
+ 0.71%
$134.94 - $145.86 $55.7K - $60.2K
58.5K $8.52M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.42K
+ 21.01%
$98.52 - $103.93 $534K - $563K
31.2K $3.21M
SHOP
Shopify Inc.

Technology
128
+ 0.75%
$112.11 - $157.12 $14.4K - $20.1K
17.2K $2.55M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
51.8K
New
$10.02 - $10.85 $519K - $562K
51.8K $561K
AMZN
Amazon Com Inc

Consumer Cyclical
2.42K
+ 9.64%
$211.65 - $238.24 $512K - $576K
27.5K $6.04M
JPM
Jpmorgan Chase & CO

Financial Services
642
+ 6.13%
$282.78 - $316.06 $182K - $203K
11.1K $3.51M
AVUV
American Centy ETF Tr Avantis

ETFs
4.67K
New
$90.37 - $102.12 $422K - $476K
4.67K $464K
MSFT
Microsoft Corp

Technology
193
+ 1.15%
$491.09 - $535.64 $94.8K - $103K
16.9K $8.77M
VEA
Vanguard Ftse Developed Market

ETFs
2.57K
+ 2.68%
$56.02 - $60.3 $144K - $155K
98.6K $5.91M
PEAK
Healthpeak Properties, Inc.

Real Estate
22.7K
New
N/A
22.7K $429K
IEMG
Ishares Inc

ETFs
7.89K
+ 9.23%
N/A
93.3K $5.01M
QQQ
Invesco Qqq Trust, Series 1

ETFs
173
+ 2.65%
$546.99 - $602.2 $94.6K - $104K
6.7K $4.02M
VB
Vanguard Small Cap ETF

ETFs
110
+ 0.5%
$237.58 - $259.17 $26.1K - $28.5K
22.1K $5.63M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
330
+ 3.05%
$459.11 - $506.91 $152K - $167K
11.2K $5.61M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.63K
New
$192.76 - $203.86 $313K - $331K
1.63K $331K
AVUS
American Centy ETF Tr Avantis

ETFs
2.94K
New
$101.2 - $109.16 $298K - $321K
2.94K $320K
JNJ
Johnson & Johnson

Healthcare
535
+ 8.06%
$155.17 - $185.42 $83K - $99.2K
7.17K $1.33M
AVDE
American Centy ETF Tr Avantis

ETFs
3.88K
New
$73.24 - $79.04 $284K - $307K
3.88K $306K
PSLV
Sprott Physical Silver Trust

Financial Services
8
+ 0.01%
$12.24 - $15.73 $97.9 - $126
85.8K $1.35M
LMT
Lockheed Martin Corp

Industrials
575
New
$410.74 - $499.21 $236K - $287K
575 $287K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.64K
New
$89.32 - $107.82 $236K - $285K
2.64K $284K
LII
Lennox International Inc

Industrials
530
New
$516.18 - $664.54 $274K - $352K
530 $280K
PLTR
Palantir Technologies Inc.

Technology
588
+ 15.85%
$130.68 - $186.97 $76.8K - $110K
4.3K $783K
GS
Goldman Sachs Group Inc

Financial Services
146
+ 8.44%
$696.56 - $806.32 $102K - $118K
1.88K $1.49M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.34K
New
$103.83 - $179.9 $139K - $242K
1.34K $240K
W
Wayfair Inc.

Consumer Cyclical
2.67K
New
$51.99 - $90.17 $139K - $241K
2.67K $238K
C
Citigroup Inc

Financial Services
2.34K
New
$85.57 - $103.49 $200K - $242K
2.34K $237K
APP
App Lovin Corp

Technology
326
New
$335.1 - $718.54 $109K - $234K
326 $234K
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.5K
New
$139.82 - $155.45 $209K - $232K
1.5K $232K
BK
Bank Of New York Mellon Corp

Financial Services
2.05K
New
$90.65 - $109.75 $186K - $225K
2.05K $223K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.82K
New
$53.81 - $57.52 $206K - $220K
3.82K $219K
ADI
Analog Devices Inc

Technology
880
New
$220.68 - $255.63 $194K - $225K
880 $216K
AVDV
American Centy ETF Tr Avantis

ETFs
2.43K
New
$79.24 - $89.03 $193K - $216K
2.43K $216K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.79K
New
$28.92 - $32.19 $196K - $219K
6.79K $216K
Activity Summary
Buys All Purchases 184 New Holdings 43 Increased Positions 141 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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