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
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
7.3K
New
$30.87 - $39.17 $225K - $286K
7.3K $285K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
11.2K
New
$19.1 - $23.83 $213K - $266K
11.2K $266K
PAPR
Innovator U.S. Equity Power Bu

ETFs
7.11K
New
$33.22 - $37.29 $236K - $265K
7.11K $265K
MS
Morgan Stanley

Financial Services
1.85K
New
$99.83 - $140.86 $185K - $261K
1.85K $261K
COIN
Coinbase Global, Inc.

Technology
745
New
$151.47 - $375.07 $113K - $279K
745 $261K
GE
General Electric CO

Industrials
1K
New
$166.81 - $257.39 $167K - $258K
1K $257K
PLTR
Palantir Technologies Inc.

Technology
679
+ 22.41%
$74.01 - $144.25 $50.3K - $97.9K
3.71K $505K
TMO
Thermo Fisher Scientific Inc.

Healthcare
755
+ 114.22%
$390.26 - $489.06 $295K - $369K
1.42K $574K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.9K
New
$17.76 - $22.1 $193K - $241K
10.9K $240K
MU
Micron Technology Inc

Technology
1.87K
New
$64.72 - $127.91 $121K - $239K
1.87K $230K
MLM
Martin Marietta Materials Inc

Basic Materials
417
New
$452.51 - $568.19 $189K - $237K
417 $228K
LHX
L3 Harris Technologies, Inc.

Industrials
910
New
$200.21 - $256.99 $182K - $234K
910 $228K
ITW
Illinois Tool Works Inc

Industrials
912
New
$218.41 - $252.43 $199K - $230K
912 $225K
PGR
Progressive Corp

Financial Services
846
New
$255.27 - $288.74 $216K - $244K
846 $225K
ADSK
Autodesk, Inc.

Technology
903
New
N/A
903 $221K
ETN
Eaton Corp PLC

Industrials
607
New
$246.52 - $356.99 $150K - $217K
607 $216K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.56K
New
$104.34 - $138.68 $163K - $216K
1.56K $216K
NVO
Novo Nordisk A S

Healthcare
3.09K
New
$58.08 - $81.05 $180K - $251K
3.09K $213K
ES
Eversource Energy

Utilities
3.32K
New
$54.25 - $65.89 $180K - $218K
3.32K $210K
NUE
Nucor Corp

Basic Materials
1.6K
New
$103.22 - $131.43 $165K - $210K
1.6K $206K
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.37K
New
$19.6 - $24.44 $164K - $205K
8.37K $204K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.09K
New
$153.22 - $199.8 $167K - $218K
1.09K $204K
AR
Antero Resources Corp

Energy
5.03K
New
$31.92 - $43.78 $161K - $220K
5.03K $202K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
338
+ 17.22%
$141.37 - $228.57 $47.8K - $77.3K
2.3K $521K
PM
Philip Morris International Inc.

Consumer Defensive
112
+ 1.5%
$149.23 - $184.95 $16.7K - $20.7K
7.6K $1.38M
MBB
Ishares Tr

ETFs
1.96K
+ 4.51%
$91.41 - $94.22 $179K - $185K
45.5K $4.27M
WMT
Walmart Inc.

Consumer Defensive
458
+ 3.24%
$81.79 - $99.98 $37.5K - $45.8K
14.6K $1.43M
IBM
International Business Machines Corp

Technology
368
+ 24.75%
$221.03 - $294.78 $81.3K - $108K
1.86K $546K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.77K
+ 12.14%
$48.13 - $49.85 $182K - $188K
34.9K $1.71M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 2.56%
$4164.15 - $5789.24 $12.5K - $17.4K
120 $694K
SCHW
Schwab Charles Corp

Financial Services
289
+ 3.48%
$69.06 - $91.24 $20K - $26.4K
8.6K $784K
EMB
Ishares Tr

ETFs
1.09K
+ 8.31%
$86.54 - $92.62 $94.7K - $101K
14.3K $1.32M
CLF
Cleveland Cliffs Inc.

Basic Materials
15.5K
New
$5.83 - $8.88 $90.3K - $138K
15.5K $117K
CRWD
Crowd Strike Holdings, Inc.

Technology
25
+ 3.9%
$321.63 - $509.31 $8.04K - $12.7K
666 $339K
SOXX
Ishares Semiconductor ETF

ETFs
114
+ 6.67%
$154.86 - $239.07 $17.7K - $27.3K
1.82K $434K
FISV
Fiserv Inc

Technology
857
+ 57.21%
N/A
2.36K $294K
VUG
Vanguard Growth ETF

ETFs
36
+ 2.76%
$329.49 - $438.4 $11.9K - $15.8K
1.34K $587K
DFAI
Dimensional ETF Tr

ETFs
1.63K
+ 14.3%
$28.02 - $34.71 $45.8K - $56.7K
13.1K $451K
GLD
Spdr Gold Trust

ETFs
210
+ 15.6%
$273.71 - $316.29 $57.5K - $66.4K
1.56K $474K
IEFA
Ishares Tr

ETFs
127
+ 1.22%
$67.83 - $84.09 $8.61K - $10.7K
10.5K $876K
KO
Coca Cola CO

Consumer Defensive
1.17K
+ 12.63%
$68.37 - $73.9 $79.7K - $86.2K
10.4K $735K
OMC
Omnicom Group Inc.

Communication Services
1.68K
+ 37.12%
$69.22 - $79.77 $116K - $134K
6.2K $445K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
131
+ 12.22%
$171.4 - $227.1 $22.5K - $29.8K
1.2K $273K
QCOM
Qualcomm Inc

Technology
347
+ 26.19%
$124.66 - $159.48 $43.3K - $55.3K
1.67K $266K
HON
Honeywell International Inc

Industrials
75
+ 3.81%
$182.86 - $232.88 $13.7K - $17.5K
2.04K $475K
PSLV
Sprott Physical Silver Trust

Financial Services
116
+ 0.14%
$9.98 - $12.51 $1.16K - $1.45K
85.8K $1.05M
BAC
Bank Of America Corp

Financial Services
48
+ 0.51%
$34.39 - $47.46 $1.65K - $2.28K
9.46K $447K
RTX
Raytheon Technologies Corp

Industrials
157
+ 7.11%
$113.75 - $148.48 $17.9K - $23.3K
2.36K $345K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
45
+ 0.74%
$50.29 - $64.29 $2.26K - $2.89K
6.15K $395K
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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