Cypress Wealth Services, LLC Purchases in Q2 2025

Cypress Wealth Services, LLC

  • $517 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
93.2K
+ 46.3%
$52.4 - $64.65 $4.88M - $6.02M
294K $18.7M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
132K
New
$34.72 - $42.74 $4.59M - $5.65M
132K $5.65M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
15K
+ 4.31%
$43.53 - $54.46 $652K - $816K
363K $19.7M
MSFT
Microsoft Corp

Technology
2.29K
+ 15.85%
$354.56 - $497.45 $812K - $1.14M
16.7K $8.32M
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.47K
+ 5.14%
$152.42 - $182.82 $986K - $1.18M
132K $24.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.29K
+ 26.69%
$496.48 - $617.85 $1.63M - $2.03M
15.6K $9.64M
NVDA
Nvidia Corp

Technology
5.96K
+ 16.92%
$94.31 - $157.99 $562K - $942K
41.2K $6.51M
OEF
Ishares S&P 100 ETF

ETFs
6.97K
+ 19.9%
N/A
42K $11.2M
IEMG
Ishares Inc

ETFs
28.2K
+ 49.36%
N/A
85.4K $4.58M
GOOGL
Alphabet Inc.

Communication Services
4.92K
+ 18.92%
$144.7 - $178.6 $712K - $879K
30.9K $5.45M
BNDX
Vanguard Total International B

ETFs
26.7K
+ 520.95%
$48.77 - $49.55 $1.3M - $1.32M
31.8K $1.57M
GOOG
Alphabet Inc.

Communication Services
4.51K
+ 28.23%
$146.58 - $180.01 $661K - $812K
20.5K $3.64M
EFG
Msci Eafe Growth ETF

ETFs
1.38K
+ 1.58%
$89.8 - $112.0 $124K - $155K
88.8K $9.94M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.23K
+ 23.23%
$416.06 - $551.64 $512K - $679K
6.53K $3.6M
AMZN
Amazon Com Inc

Consumer Cyclical
1.67K
+ 7.13%
$167.32 - $223.3 $279K - $373K
25.1K $5.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
431
+ 3.36%
$456.74 - $568.03 $197K - $245K
13.2K $7.52M
TSLA
Tesla, Inc.

Consumer Cyclical
887
+ 7.57%
$221.86 - $362.89 $197K - $322K
12.6K $4M
META
Meta Platforms, Inc.

Communication Services
305
+ 6.66%
$484.66 - $738.09 $148K - $225K
4.89K $3.61M
VEA
Vanguard Ftse Developed Market

ETFs
7.63K
+ 8.63%
$45.65 - $57.01 $348K - $435K
96K $5.48M
MUB
Ishares National Muni Bond ETF

ETFs
8.78K
+ 58.82%
$102.31 - $105.8 $898K - $929K
23.7K $2.48M
IWM
Ishares Russell 2000 ETF

ETFs
3.86K
+ 298.14%
$174.82 - $215.79 $674K - $832K
5.15K $1.11M
EFA
Ishares Tr Msci Eafe ETF

ETFs
9.42K
New
$72.96 - $90.39 $687K - $851K
9.42K $841K
CRM
Salesforce, Inc.

Technology
2.97K
New
$236.26 - $291.15 $701K - $864K
2.97K $809K
AVGO
Broadcom Inc.

Technology
735
+ 13.2%
$146.29 - $275.65 $108K - $203K
6.3K $1.74M
COST
Costco Wholesale Corp

Consumer Defensive
549
+ 13.54%
$908.13 - $1056.85 $499K - $580K
4.6K $4.56M
ORCL
Oracle Corp

Technology
1.26K
+ 24.98%
$122.82 - $218.63 $155K - $276K
6.32K $1.38M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.21K
+ 5.11%
$82.32 - $112.47 $99.7K - $136K
24.9K $2.8M
VTI
Vanguard Total Stock Market Et

ETFs
1.79K
+ 93.12%
$243.75 - $303.93 $435K - $543K
3.7K $1.13M
BFZ
Blackrock California Municipal Income Trust

Financial Services
54.2K
New
$10.2 - $11.19 $553K - $607K
54.2K $586K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.5K
+ 5.69%
$114.78 - $133.31 $286K - $333K
46.3K $6.18M
VO
Vanguard Mid Cap ETF

ETFs
146
+ 0.63%
$228.54 - $279.83 $33.4K - $40.9K
23.4K $6.55M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.91K
+ 29.72%
$97.29 - $105.63 $575K - $624K
25.8K $2.62M
DE
Deere & CO

Industrials
1.07K
New
$412.99 - $531.48 $440K - $567K
1.07K $542K
CEV
Eaton Vance California Municipal Income Trust

Financial Services
54.8K
New
$9.43 - $10.18 $517K - $558K
54.8K $531K
AXP
American Express CO

Financial Services
607
+ 11.04%
$231.39 - $318.98 $140K - $194K
6.11K $1.95M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
6.91K
New
$53.69 - $67.27 $371K - $465K
6.91K $464K
GS
Goldman Sachs Group Inc

Financial Services
274
+ 18.82%
$462.22 - $707.75 $127K - $194K
1.73K $1.22M
NFLX
Netflix Inc

Communication Services
58
+ 7.06%
$855.86 - $1339.13 $49.6K - $77.7K
880 $1.18M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.03K
+ 22.94%
$39.89 - $49.46 $240K - $298K
32.3K $1.6M
AMAT
Applied Materials Inc

Technology
2.19K
New
$126.95 - $183.52 $278K - $402K
2.19K $401K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
5.24K
+ 5.34%
$26.69 - $33.44 $140K - $175K
103K $3.4M
VB
Vanguard Small Cap ETF

ETFs
278
+ 1.28%
$193.73 - $237.37 $53.9K - $66K
22K $5.22M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
114
+ 1.27%
$180.84 - $240.32 $20.6K - $27.4K
9.07K $2.18M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.59K
New
$102.02 - $103.5 $367K - $372K
3.59K $369K
EEM
Ishares Msci Emerging Markets

ETFs
6.89K
+ 102.61%
$38.52 - $48.28 $265K - $333K
13.6K $656K
SHOP
Shopify Inc.

Technology
374
+ 2.24%
$76.89 - $115.35 $28.8K - $43.1K
17K $1.97M
DSI
Ishares Msci Kld 400 Social Et

ETFs
2.58K
New
$91.62 - $116.16 $236K - $299K
2.58K $299K
USXF
Ishares Esg Advanced Msci Usa

Technology
5.52K
New
$41.54 - $53.93 $229K - $298K
5.52K $297K
SYY
Sysco Corp

Consumer Defensive
3.89K
New
$68.0 - $75.91 $264K - $295K
3.89K $294K
Activity Summary
Buys All Purchases 181 New Holdings 49 Increased Positions 132 Sells All Sells 94 Reductions 94 Sold out 0 Options Calls 0 Puts 0
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