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
OEF
Ishares S&P 100 ETF

ETFs
640
+ 3.01%
$266.03 - $266.03 $170K - $170K
21.9K $5.82M
BTU
Peabody Energy Corp

Energy
7.69K
New
$20.56 - $26.53 $158K - $204K
7.69K $203K
QCOM
Qualcomm Inc

Technology
1.19K
New
$156.12 - $209.64 $186K - $250K
1.19K $202K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3.42K
New
$54.38 - $59.77 $186K - $204K
3.42K $202K
FXL
First Tr Exchange Traded Fd Fi

ETFs
1.46K
New
$122.48 - $142.51 $178K - $207K
1.46K $201K
JKHY
Henry Jack & Associates Inc

Technology
1.13K
New
$160.87 - $177.06 $182K - $201K
1.13K $200K
ETN
Eaton Corp PLC

Industrials
606
New
$272.52 - $333.02 $165K - $202K
606 $200K
MBB
Ishares Tr

ETFs
120
+ 0.26%
$90.85 - $96.66 $10.9K - $11.6K
46.6K $4.46M
ORCL
Oracle Corp

Technology
127
+ 2.26%
$125.9 - $170.35 $16K - $21.6K
5.75K $979K
MUB
Ishares National Muni Bond ETF

ETFs
1.28K
+ 5.99%
$106.13 - $108.7 $136K - $139K
22.6K $2.45M
JPM
Jpmorgan Chase & CO

Financial Services
427
+ 4.47%
$194.9 - $224.8 $83.2K - $96K
9.98K $2.1M
WMT
Walmart Inc.

Consumer Defensive
7
+ 0.05%
$66.91 - $81.4 $468 - $570
13.2K $1.06M
ITOT
Ishares Core S&P Total U.S. St

ETFs
953
+ 17.09%
$113.41 - $125.62 $108K - $120K
6.53K $820K
FISV
Fiserv Inc

Technology
1.24K
New
N/A
1.24K $155K
UNH
Unitedhealth Group Inc

Healthcare
79
+ 5.78%
$488.01 - $604.18 $38.6K - $47.7K
1.45K $844K
PM
Philip Morris International Inc.

Consumer Defensive
89
+ 1.34%
$101.25 - $127.45 $9.01K - $11.3K
6.75K $819K
AVGO
Broadcom Inc.

Technology
4.19K
+ 1031.53%
$136.27 - $1745.86 $571K - $7.31M
4.59K $792K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.37K
+ 7.96%
$53.41 - $57.9 $73.1K - $79.2K
18.6K $1.07M
PFE
Pfizer Inc

Healthcare
4.01K
+ 22.23%
$27.7 - $31.39 $111K - $126K
22.1K $638K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.43K
+ 12.65%
$19.2 - $19.82 $104K - $108K
48.4K $953K
HD
Home Depot, Inc.

Consumer Cyclical
88
+ 5.97%
$333.64 - $405.2 $29.4K - $35.7K
1.56K $633K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
5.66K
+ 13.55%
$20.47 - $20.71 $116K - $117K
47.4K $978K
KJUL
Innovator U.S. Small Cap Power

Technology
1.75K
+ 3.54%
$27.38 - $29.23 $48K - $51.2K
51.2K $1.49M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.44K
+ 12.18%
$19.2 - $19.63 $105K - $107K
50.1K $980K
JNJ
Johnson & Johnson

Healthcare
111
+ 1.69%
$145.48 - $167.38 $16.1K - $18.6K
6.66K $1.08M
LOW
Lowes Companies Inc

Consumer Cyclical
53
+ 2.54%
$213.3 - $270.78 $11.3K - $14.4K
2.14K $580K
EIX
Edison International

Utilities
102
+ 1.47%
$71.19 - $87.72 $7.26K - $8.95K
7.05K $613K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
100
+ 0.57%
$52.25 - $58.97 $5.23K - $5.9K
17.5K $1.03M
UPS
United Parcel Service Inc

Industrials
918
+ 3.78%
$123.32 - $147.38 $113K - $135K
25.2K $3.44M
MAR
Marriott International Inc

Consumer Cyclical
192
+ 2.24%
$211.35 - $255.11 $40.6K - $49K
8.78K $2.18M
AMT
American Tower Corp

Real Estate
39
+ 1.54%
$192.27 - $242.73 $7.5K - $9.47K
2.57K $597K
ETR
Entergy Corp

Utilities
64
+ 1.73%
$104.75 - $131.61 $6.7K - $8.42K
3.76K $495K
ABBV
Abb Vie Inc.

Healthcare
156
+ 6.04%
$163.84 - $199.33 $25.6K - $31.1K
2.74K $540K
CVX
Chevron Corp

Energy
1.24K
+ 13.12%
$137.88 - $161.97 $171K - $201K
10.7K $1.58M
GLD
Spdr Gold Trust

ETFs
239
+ 17.56%
$215.56 - $246.98 $51.5K - $59K
1.6K $388K
IWB
Ishares Tr Russell 1000 ETF

ETFs
33
+ 0.67%
$283.28 - $314.39 $9.35K - $10.4K
4.96K $1.56M
KKR
Kkr & Co. Inc.

Financial Services
70
+ 2.15%
$104.51 - $133.23 $7.32K - $9.33K
3.33K $434K
MA
Mastercard Inc

Financial Services
59
+ 5.27%
$429.6 - $500.99 $25.3K - $29.6K
1.18K $582K
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
4.02K
+ 9.9%
$21.05 - $21.17 $84.6K - $85K
44.6K $941K
NFLX
Netflix Inc

Communication Services
89
+ 13.76%
$598.55 - $722.26 $53.3K - $64.3K
736 $522K
KO
Coca Cola CO

Consumer Defensive
179
+ 2.05%
$62.69 - $73.01 $11.2K - $13.1K
8.92K $641K
IBM
International Business Machines Corp

Technology
71
+ 5.09%
$175.1 - $223.38 $12.4K - $15.9K
1.47K $324K
VZ
Verizon Communications Inc

Communication Services
339
+ 1.87%
$38.89 - $45.0 $13.2K - $15.3K
18.4K $827K
VV
Vanguard Large Cap ETF

ETFs
1
+ 0.02%
$236.92 - $263.4 $237 - $263
5.92K $1.56M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
240
+ 4.85%
$105.53 - $118.34 $25.3K - $28.4K
5.19K $606K
CSCO
Cisco Systems, Inc.

Technology
198
+ 1.66%
$44.74 - $53.22 $8.86K - $10.5K
12.2K $647K
APD
Air Products & Chemicals, Inc.

Basic Materials
13
+ 0.7%
$247.34 - $300.11 $3.22K - $3.9K
1.86K $553K
ENB
Enbridge Inc

Energy
153
+ 1.09%
$35.27 - $41.18 $5.4K - $6.3K
14.2K $574K
LAMR
Lamar Advertising CO

Real Estate
51
+ 1.09%
$110.9 - $135.58 $5.66K - $6.91K
4.74K $633K
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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