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
MA
Mastercard Inc

Financial Services
79
+ 6.97%
$550.18 - $598.96 $43.5K - $47.3K
1.21K $689K
GE
General Electric CO

Industrials
30
+ 2.99%
$244.75 - $305.63 $7.34K - $9.17K
1.03K $310K
GPC
Genuine Parts CO

Consumer Cyclical
22
+ 0.8%
$122.23 - $142.77 $2.69K - $3.14K
2.77K $384K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
180
+ 2.6%
$67.21 - $72.65 $12.1K - $13.1K
7.09K $514K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
423
+ 5.79%
$39.06 - $43.42 $16.5K - $18.4K
7.72K $335K
SRE
Sempra Energy

Utilities
40
+ 1.25%
$74.14 - $89.98 $2.97K - $3.6K
3.23K $290K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
2.38K
+ 5.08%
$20.66 - $20.74 $49.2K - $49.4K
49.2K $1.02M
BX
Blackstone Inc.

Financial Services
36
+ 1.83%
$152.77 - $188.68 $5.5K - $6.79K
2.01K $342K
ACN
Accenture PLC

Technology
430
+ 35.57%
$232.56 - $304.78 $100K - $131K
1.64K $404K
MCD
Mcdonalds Corp

Consumer Cyclical
99
+ 8.81%
$291.67 - $316.99 $28.9K - $31.4K
1.22K $371K
VDE
Vanguard Energy ETF

ETFs
30
+ 0.57%
$118.37 - $129.65 $3.55K - $3.89K
5.29K $665K
DUK
Duke Energy Corp

Utilities
82
+ 1.65%
$116.31 - $125.93 $9.54K - $10.3K
5.05K $624K
SCHW
Schwab Charles Corp

Financial Services
9
+ 0.1%
$91.03 - $98.69 $819 - $888
8.61K $822K
CSCO
Cisco Systems, Inc.

Technology
734
+ 5.89%
$66.2 - $71.79 $48.6K - $52.7K
13.2K $902K
COP
Conocophillips

Energy
218
+ 7.0%
$91.0 - $98.99 $19.8K - $21.6K
3.33K $315K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
1.56K
+ 3.51%
$20.41 - $20.67 $31.9K - $32.3K
46.1K $948K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
41
+ 3.41%
$225.11 - $247.9 $9.23K - $10.2K
1.24K $307K
DSI
Ishares Msci Kld 400 Social Et

ETFs
59
+ 2.29%
$115.96 - $125.95 $6.84K - $7.43K
2.64K $332K
WEC
Wec Energy Group, Inc.

Utilities
1
+ 0.03%
$103.66 - $114.59 $104 - $115
3K $343K
SYY
Sysco Corp

Consumer Defensive
36
+ 0.93%
$76.33 - $82.51 $2.75K - $2.97K
3.92K $323K
VCV
Invesco California Value Municipal Income Trust

Financial Services
1.26K
+ 1.89%
$9.99 - $10.72 $12.6K - $13.5K
68K $720K
LYG
Lloyds Banking Group PLC

Financial Services
34
+ 0.04%
$4.03 - $4.63 $137 - $157
90.8K $412K
ES
Eversource Energy

Utilities
27
+ 0.81%
$62.86 - $71.14 $1.7K - $1.92K
3.34K $237K
CEV
Eaton Vance California Municipal Income Trust

Financial Services
589
+ 1.07%
$9.38 - $10.04 $5.52K - $5.91K
55.4K $556K
LNG
Cheniere Energy, Inc.

Energy
195
+ 7.59%
$222.68 - $244.28 $43.4K - $47.6K
2.77K $649K
EIX
Edison International

Utilities
167
+ 4.08%
$50.42 - $56.35 $8.42K - $9.41K
4.26K $235K
TFC
Truist Financial Corp

Financial Services
20
+ 0.24%
$42.83 - $47.07 $857 - $941
8.47K $387K
VIG
Vanguard Dividend Appreciation

ETFs
129
+ 1.48%
N/A
8.87K $1.62M
FTC
First Tr Lge Cap Growth

ETFs
2
+ 0.09%
$149.47 - $162.84 $299 - $326
2.25K $361K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
38
+ 0.34%
$23.82 - $25.84 $905 - $982
11.2K $288K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
908
+ 1.94%
$18.61 - $18.94 $16.9K - $17.2K
47.7K $896K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
168
+ 4.76%
$97.75 - $100.75 $16.4K - $16.9K
3.69K $370K
BFZ
Blackrock California Municipal Income Trust

Financial Services
912
+ 1.68%
$10.27 - $10.98 $9.37K - $10K
55.1K $603K
HDV
Ishares Core High Dividend ETF

ETFs
2
+ 0.06%
$118.16 - $123.66 $236 - $247
3.22K $394K
SCHX
Schwab Strategic Tr Us Large C

ETFs
5
+ 0.06%
$24.46 - $26.5 $122 - $133
8.37K $220K
NVS
Novartis Ag

Healthcare
4
+ 0.19%
$113.5 - $129.73 $454 - $519
2.13K $272K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
565
+ 2.6%
$22.64 - $23.22 $12.8K - $13.1K
22.3K $515K
ITW
Illinois Tool Works Inc

Industrials
9
+ 0.99%
$252.31 - $269.41 $2.27K - $2.42K
921 $240K
AMGN
Amgen Inc

Healthcare
4
+ 0.13%
$271.18 - $309.22 $1.08K - $1.24K
3K $846K
NUE
Nucor Corp

Basic Materials
1
+ 0.06%
$133.3 - $150.33 $133 - $150
1.6K $216K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4
+ 0.22%
$136.48 - $142.97 $546 - $572
1.86K $260K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
7
+ 0.21%
$75.26 - $80.19 $527 - $561
3.35K $267K
FTCS
First Trust Capital Strength E

ETFs
5
+ 0.21%
$89.72 - $93.74 $449 - $469
2.37K $222K
LAMR
Lamar Advertising CO

Real Estate
2
+ 0.04%
$114.98 - $128.82 $230 - $258
4.56K $558K
FCAL
First Tr Iii Calif Mun High In

ETFs
36
+ 0.83%
$47.44 - $48.99 $1.71K - $1.76K
4.36K $212K
ADSK
Autodesk, Inc.

Technology
4
+ 0.44%
N/A
907 $222K
Blackrock ETF Trust Ii
2.65K
+ 4.85%
N/A
57.3K $0
Blackrock ETF Trust Ii
4.58K
New
N/A
4.58K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
2.09K
+ 5.43%
N/A
40.5K $0
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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