Cypress Wealth Services, LLC Purchases in Q1 2025

Cypress Wealth Services, LLC

  • $468 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FCAL
First Tr Iii Calif Mun High In

ETFs
33
+ 0.78%
$48.53 - $49.76 $1.6K - $1.64K
4.28K $207K
NG
Novagold Resources Inc

Basic Materials
300
+ 1.51%
$2.92 - $3.57 $876 - $1.07K
20.2K $59K
SIZE
Ishares Msci Usa Size Factor E

ETFs
7
+ 0.36%
$141.68 - $155.75 $992 - $1.09K
1.96K $282K
KMX
Carmax Inc

Consumer Cyclical
20
+ 0.55%
$69.25 - $89.19 $1.39K - $1.78K
3.63K $283K
VCV
Invesco California Value Municipal Income Trust

Financial Services
394
+ 0.6%
$10.54 - $11.28 $4.15K - $4.44K
66K $702K
VTI
Vanguard Total Stock Market Et

ETFs
58
+ 3.12%
$271.18 - $303.12 $15.7K - $17.6K
1.92K $524K
TFC
Truist Financial Corp

Financial Services
19
+ 0.23%
$39.48 - $48.15 $750 - $915
8.34K $343K
SG
Sweetgreen, Inc.

Consumer Cyclical
1.37K
+ 16.26%
$21.47 - $34.94 $29.4K - $47.9K
9.79K $250K
IQV
Iqvia Holdings Inc.

Healthcare
13
+ 1.05%
$176.3 - $209.96 $2.29K - $2.73K
1.26K $221K
HON
Honeywell International Inc

Industrials
19
+ 0.97%
$202.75 - $226.52 $3.85K - $4.3K
1.97K $416K
ADBE
Adobe Inc.

Technology
7
+ 1.25%
$377.84 - $464.11 $2.64K - $3.25K
567 $217K
WMT
Walmart Inc.

Consumer Defensive
31
+ 0.22%
$84.5 - $105.05 $2.62K - $3.26K
14.1K $1.24M
LAMR
Lamar Advertising CO

Real Estate
20
+ 0.43%
$110.65 - $132.9 $2.21K - $2.66K
4.65K $529K
IGM
Ishares Expanded Tech Sector E

ETFs
561
+ 7.24%
$90.67 - $108.46 $50.9K - $60.8K
8.31K $754K
BX
Blackstone Inc.

Financial Services
48
+ 2.48%
$136.53 - $186.74 $6.55K - $8.96K
1.98K $276K
DIS
Walt Disney CO

Communication Services
160
+ 2.2%
$96.87 - $114.0 $15.5K - $18.2K
7.44K $734K
KKR
Kkr & Co. Inc.

Financial Services
95
+ 2.81%
$108.17 - $167.07 $10.3K - $15.9K
3.48K $402K
AXP
American Express CO

Financial Services
167
+ 3.13%
$255.39 - $325.87 $42.7K - $54.4K
5.5K $1.48M
SHOP
Shopify Inc.

Technology
147
+ 0.89%
$90.59 - $129.31 $13.3K - $19K
16.7K $1.61M
MAR
Marriott International Inc

Consumer Cyclical
423
+ 4.69%
$237.01 - $304.45 $100K - $129K
9.44K $2.25M
UPS
United Parcel Service Inc

Industrials
1.11K
+ 4.55%
$109.66 - $136.26 $122K - $151K
25.5K $2.8M
AVGO
Broadcom Inc.

Technology
188
+ 3.5%
$167.43 - $244.7 $31.5K - $46K
5.57K $932K
VB
Vanguard Small Cap ETF

ETFs
25
+ 0.12%
$217.89 - $252.64 $5.45K - $6.32K
21.7K $4.82M
NVDA
Nvidia Corp

Technology
2.63K
+ 8.07%
$106.98 - $149.43 $281K - $393K
35.2K $3.82M
AMZN
Amazon Com Inc

Consumer Cyclical
468
+ 2.04%
$190.26 - $242.06 $89K - $113K
23.4K $4.45M
MSFT
Microsoft Corp

Technology
133
+ 0.93%
$375.39 - $447.2 $49.9K - $59.5K
14.4K $5.42M
IVW
Ishares S&P 500 Growth ETF

ETFs
10.1K
+ 5.87%
$92.45 - $106.69 $932K - $1.08M
182K $16.8M
IYW
Ishares Dj Us Tech ETF

ETFs
223
+ 0.43%
$140.44 - $166.79 $31.3K - $37.2K
52.5K $7.39M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.56K
+ 0.52%
$64.88 - $72.1 $101K - $113K
304K $19.9M
TSLA
Tesla, Inc.

Consumer Cyclical
422
+ 3.74%
$222.15 - $428.22 $93.7K - $181K
11.7K $3.04M
Activity Summary
Buys All Purchases 131 New Holdings 16 Increased Positions 115 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Cypress Wealth Services, LLC Portfolio

Follow Cypress Wealth Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Wealth Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email