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
DFAT
Dimensional ETF Tr U S Target

ETFs
3.64K
New
$53.36 - $59.69 $194K - $217K
3.64K $211K
CL
Colgate Palmolive CO

Consumer Defensive
2.62K
New
$79.36 - $93.33 $208K - $245K
2.62K $209K
MRVL
Marvell Technology, Inc.

Technology
2.49K
New
$62.31 - $84.07 $155K - $209K
2.49K $209K
PFEB
Innovator U.S. Equity Power Bu

ETFs
5.24K
New
$37.99 - $39.69 $199K - $208K
5.24K $208K
PSTG
Pure Storage, Inc.

Technology
2.49K
New
$54.47 - $88.29 $136K - $220K
2.49K $208K
DBEU
Xtrackers Msci Europe Hedged E

ETFs
4.49K
New
$43.76 - $46.12 $196K - $207K
4.49K $206K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
7.44K
New
$26.16 - $27.65 $195K - $206K
7.44K $204K
NSC
Norfolk Southern Corp

Industrials
670
New
$259.49 - $300.41 $174K - $201K
670 $201K
VCIT
Vanguard Intermediate Term Cor

ETFs
1.74K
+ 4.0%
$81.75 - $84.54 $142K - $147K
45.2K $3.8M
CVX
Chevron Corp

Energy
522
+ 5.44%
$145.57 - $161.83 $76K - $84.5K
10.1K $1.57M
LLY
Eli Lilly & CO

Healthcare
276
+ 11.61%
$625.65 - $812.69 $173K - $224K
2.65K $2.02M
IWF
Ishares Russell 1000 Gr ETF

ETFs
249
+ 20.39%
$420.11 - $472.68 $105K - $118K
1.47K $688K
PAUG
Innovator U.S. Equity Power Bu

ETFs
3.6K
+ 54.07%
$40.45 - $42.49 $146K - $153K
10.3K $435K
PEP
Pepsico Inc

Consumer Defensive
940
+ 40.19%
$133.81 - $152.16 $126K - $143K
3.28K $460K
MBB
Ishares Tr

ETFs
909
+ 2.0%
$92.46 - $95.73 $84K - $87K
46.4K $4.41M
VTI
Vanguard Total Stock Market Et

ETFs
146
+ 3.94%
$303.93 - $329.86 $44.4K - $48.2K
3.85K $1.26M
WFC
Wells Fargo & Company

Financial Services
848
+ 5.19%
$77.05 - $85.16 $65.3K - $72.2K
17.2K $1.44M
WMT
Walmart Inc.

Consumer Defensive
390
+ 2.67%
$94.4 - $104.27 $36.8K - $40.7K
15K $1.55M
SIZE
Ishares Msci Usa Size Factor E

ETFs
652
+ 33.21%
$154.38 - $161.78 $101K - $105K
2.62K $420K
OMC
Omnicom Group Inc.

Communication Services
706
+ 11.39%
$70.41 - $81.53 $49.7K - $57.6K
6.91K $562K
BDX
Becton Dickinson & CO

Healthcare
322
+ 8.96%
$172.41 - $199.66 $55.5K - $64.3K
3.91K $732K
BNDX
Vanguard Total International B

ETFs
2.25K
+ 7.07%
$49.0 - $49.51 $110K - $111K
34K $1.68M
DFAI
Dimensional ETF Tr

ETFs
2.1K
+ 16.06%
$34.05 - $36.55 $71.4K - $76.6K
15.2K $550K
GLD
Spdr Gold Trust

ETFs
50
+ 3.21%
$300.96 - $355.47 $15K - $17.8K
1.61K $570K
NG
Novagold Resources Inc

Basic Materials
5
+ 0.02%
$4.15 - $8.8 $20.8 - $44
20.2K $177K
MU
Micron Technology Inc

Technology
52
+ 2.78%
$104.88 - $168.89 $5.45K - $8.78K
1.92K $321K
AXP
American Express CO

Financial Services
24
+ 0.39%
$294.27 - $342.31 $7.06K - $8.22K
6.13K $2.04M
HD
Home Depot, Inc.

Consumer Cyclical
57
+ 3.44%
$357.4 - $423.42 $20.4K - $24.1K
1.71K $693K
IWP
Ishares Russell Mid Cap Growth

ETFs
558
+ 35.82%
$137.51 - $145.26 $76.7K - $81.1K
2.12K $301K
XOM
Exxon Mobil Corp

Energy
21
+ 0.13%
$105.83 - $117.22 $2.22K - $2.46K
16K $1.81M
MAR
Marriott International Inc

Consumer Cyclical
751
+ 8.14%
$255.35 - $282.87 $192K - $212K
9.97K $2.6M
FIS
Fidelity National Information Services, Inc.

Technology
1.89K
+ 62.82%
$63.37 - $82.35 $120K - $156K
4.91K $323K
ETR
Entergy Corp

Utilities
3
+ 0.04%
$80.93 - $93.55 $243 - $281
7.56K $704K
LOW
Lowes Companies Inc

Consumer Cyclical
42
+ 1.95%
$215.01 - $273.02 $9.03K - $11.5K
2.19K $550K
META
Meta Platforms, Inc.

Communication Services
126
+ 2.58%
$695.21 - $791.73 $87.6K - $99.8K
5.01K $3.68M
HYG
Ishares Tr

ETFs
558
+ 1.3%
$79.85 - $81.32 $44.6K - $45.4K
43.5K $3.53M
ADP
Automatic Data Processing Inc

Industrials
281
+ 28.64%
$288.69 - $310.94 $81.1K - $87.4K
1.26K $370K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
395
+ 20.07%
$108.46 - $120.63 $42.8K - $47.6K
2.36K $280K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.18K
+ 4.34%
$50.85 - $51.35 $59.9K - $60.4K
28.3K $1.45M
QCOM
Qualcomm Inc

Technology
306
+ 18.3%
$145.84 - $173.55 $44.6K - $53.1K
1.98K $329K
IQV
Iqvia Holdings Inc.

Healthcare
38
+ 2.28%
$157.68 - $200.82 $5.99K - $7.63K
1.7K $323K
MS
Morgan Stanley

Financial Services
176
+ 9.5%
$139.09 - $161.16 $24.5K - $28.4K
2.03K $322K
BAC
Bank Of America Corp

Financial Services
344
+ 3.64%
$44.92 - $52.42 $15.5K - $18K
9.81K $505K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
33
+ 1.79%
$435.72 - $463.74 $14.4K - $15.3K
1.88K $872K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.75K
+ 5.81%
$19.61 - $19.79 $54K - $54.5K
50.1K $987K
EMB
Ishares Tr

ETFs
221
+ 1.55%
$91.52 - $95.59 $20.2K - $21.1K
14.5K $1.38M
MDT
Medtronic PLC

Healthcare
5
+ 0.07%
$87.67 - $95.74 $438 - $479
7K $666K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
115
+ 0.64%
$56.63 - $60.72 $6.51K - $6.98K
18.1K $1.09M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.64K
+ 5.36%
$19.49 - $19.61 $51.5K - $51.8K
51.9K $1.02M
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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