Cypress Wealth Services, LLC Purchases in Q3 2024

Cypress Wealth Services, LLC

  • $468 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
55.4K
+ 45.88%
$51.72 - $57.96 $2.86M - $3.21M
176K $10.1M
AAPL
Apple Inc.

Technology
817
+ 0.62%
$207.23 - $234.82 $169K - $192K
134K $31.1M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
29.5K
+ 12.82%
$45.2 - $47.87 $1.33M - $1.41M
260K $12.3M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
22.4K
+ 11.98%
$44.83 - $47.42 $1M - $1.06M
209K $9.85M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.74K
+ 0.9%
$44.24 - $49.47 $121K - $136K
308K $15.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
678
+ 7.27%
$405.19 - $478.57 $275K - $324K
10K $4.6M
TSLA
Tesla, Inc.

Consumer Cyclical
474
+ 4.56%
$191.76 - $263.26 $90.9K - $125K
10.9K $2.84M
IVE
Ishares S&P 500 Value ETF

ETFs
397
+ 1.0%
$181.06 - $197.17 $71.9K - $78.3K
40.1K $7.91M
SLV
I Shares Silver Trust

ETFs
21.3K
+ 275.85%
$24.33 - $29.38 $519K - $627K
29.1K $825K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
6.74K
+ 15.61%
$56.04 - $62.99 $377K - $424K
49.9K $3.05M
LMT
Lockheed Martin Corp

Industrials
753
New
$460.3 - $584.56 $347K - $440K
753 $440K
AGI
Alamos Gold Inc

Basic Materials
21.9K
New
$15.54 - $21.04 $341K - $462K
21.9K $437K
IEV
Ishares Tr Europe ETF

ETFs
5.29K
+ 17.37%
$53.25 - $58.78 $282K - $311K
35.7K $2.08M
RTX
Raytheon Technologies Corp

Industrials
3.25K
New
$99.55 - $123.34 $323K - $400K
3.25K $393K
WM
Waste Management Inc

Industrials
1.9K
New
$196.96 - $223.45 $374K - $424K
1.9K $393K
IAU
Ishares Gold Trust

ETFs
7.69K
New
$44.06 - $50.5 $339K - $388K
7.69K $381K
META
Meta Platforms, Inc.

Communication Services
163
+ 3.95%
$453.41 - $572.44 $73.9K - $93.3K
4.29K $2.46M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.58K
+ 6.21%
$79.29 - $84.02 $204K - $217K
44.1K $3.69M
SPY
Spdr S&P 500 ETF Trust

ETFs
18
+ 0.16%
$517.38 - $573.86 $9.31K - $10.3K
11.3K $6.51M
BSM
Black Stone Minerals, L.P.

Energy
21.4K
New
$14.05 - $15.85 $301K - $340K
21.4K $323K
NVDA
Nvidia Corp

Technology
3.04K
+ 11.66%
$98.91 - $134.91 $301K - $410K
29.1K $3.54M
FCX
Freeport Mcmoran Inc

Basic Materials
6.18K
New
$39.52 - $51.92 $244K - $321K
6.18K $308K
TXT
Textron Inc

Industrials
3.41K
New
$83.46 - $94.02 $285K - $321K
3.41K $302K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
518
+ 1.44%
$77.02 - $85.06 $39.9K - $44.1K
36.5K $3.09M
XOM
Exxon Mobil Corp

Energy
2.15K
+ 15.83%
$109.72 - $119.0 $236K - $256K
15.8K $1.85M
SG
Sweetgreen, Inc.

Consumer Cyclical
7.94K
New
$23.87 - $37.65 $190K - $299K
7.94K $281K
XCEM
Columbia ETF Tr Ii

ETFs
5.13K
+ 3.43%
$30.17 - $33.79 $155K - $173K
154K $5.04M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
13K
+ 69.07%
$19.92 - $20.67 $259K - $268K
31.8K $653K
COST
Costco Wholesale Corp

Consumer Defensive
160
+ 4.37%
$801.83 - $917.05 $128K - $147K
3.82K $3.39M
IFRA
Ishares Tr

ETFs
725
+ 1.55%
$41.55 - $46.97 $30.1K - $34.1K
47.4K $2.23M
CEV
Eaton Vance California Municipal Income Trust

Financial Services
23.5K
+ 73.76%
$10.78 - $11.22 $254K - $264K
55.5K $602K
NUE
Nucor Corp

Basic Materials
1.7K
New
$137.77 - $166.14 $234K - $282K
1.7K $255K
BFZ
Blackrock California Municipal Income Trust

Financial Services
20.7K
New
$11.8 - $12.17 $244K - $252K
20.7K $250K
AXP
American Express CO

Financial Services
151
+ 2.91%
$225.92 - $271.17 $34.1K - $40.9K
5.34K $1.45M
DUK
Duke Energy Corp

Utilities
1.61K
+ 40.83%
$99.35 - $117.71 $160K - $189K
5.55K $639K
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
25.2K
New
$9.51 - $9.77 $240K - $246K
25.2K $243K
HII
Huntington Ingalls Industries, Inc.

Industrials
791
+ 59.3%
$241.93 - $282.86 $191K - $224K
2.13K $561K
PEG
Public Service Enterprise Group Inc

Utilities
2.55K
New
$73.58 - $89.21 $188K - $228K
2.55K $227K
AEM
Agnico Eagle Mines LTD

Basic Materials
2.79K
New
$65.04 - $84.24 $181K - $235K
2.79K $224K
XLU
Utilities Sector Spdr

ETFs
2.73K
New
$67.67 - $80.78 $185K - $221K
2.73K $220K
BSX
Boston Scientific Corp

Healthcare
2.62K
New
$72.96 - $84.0 $191K - $220K
2.62K $219K
EBAY
Ebay Inc

Consumer Cyclical
3.33K
New
$52.61 - $65.44 $175K - $218K
3.33K $216K
FLNG
Flex Lng Ltd.

Energy
8.38K
New
$25.02 - $27.61 $210K - $231K
8.38K $213K
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.54K
New
$77.24 - $83.67 $196K - $213K
2.54K $212K
NVS
Novartis Ag

Healthcare
1.85K
New
$106.13 - $120.89 $196K - $224K
1.85K $212K
AMD
Advanced Micro Devices Inc

Technology
1.28K
New
$128.67 - $183.96 $165K - $236K
1.28K $210K
TXN
Texas Instruments Inc

Technology
1.08K
+ 27.44%
$194.6 - $194.6 $209K - $209K
4.99K $971K
SRE
Sempra Energy

Utilities
2.51K
New
$74.97 - $84.04 $188K - $211K
2.51K $209K
TECK
Teck Resources LTD

Basic Materials
4.01K
New
$43.48 - $53.4 $174K - $214K
4.01K $209K
Activity Summary
Buys All Purchases 166 New Holdings 42 Increased Positions 124 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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