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
Blackrock ETF Trust
6.83K
+ 3.6%
N/A
197K $0
Blackrock ETF Trust
104K
+ 95.9%
N/A
212K $0
Bitwise Bitcoin ETF Tr
3.31K
New
N/A
3.31K $0
Viper Energy Inc
8.77K
New
N/A
8.77K $0
Ishares Bitcoin Trust ETF
353
+ 2.27%
N/A
15.9K $0
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
26.9K
New
N/A
26.9K $0
Aim ETF Products Trust
6.37K
New
N/A
6.37K $0
Coreweave Inc
1.81K
New
N/A
1.81K $0
STRV
Ea Ser Tr Strive 500 ETF
520
+ 7.12%
N/A
7.82K $0
Innovator Etfs Trust
35.4K
New
N/A
35.4K $0
Innovator Etfs Trust
34.9K
New
N/A
34.9K $0
Gsk PLC
53
+ 0.46%
N/A
11.6K $0
Fidelity Wise Origin Bitcoin
2.1K
New
N/A
2.1K $0
Fidelity Ethereum Fd
5.26K
New
N/A
5.26K $0
Global X Fds
36.9K
New
N/A
36.9K $0
Lam Research Corp
1.85K
New
N/A
1.85K $0
PG
Procter & Gamble CO

Consumer Defensive
97
+ 3.21%
$150.47 - $161.22 $14.6K - $15.6K
3.12K $479K
PEG
Public Service Enterprise Group Inc

Utilities
6
+ 0.23%
$79.99 - $90.14 $480 - $541
2.6K $216K
KKR
Kkr & Co. Inc.

Financial Services
43
+ 1.27%
$129.95 - $152.16 $5.59K - $6.54K
3.43K $446K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
99
+ 1.65%
$46.51 - $50.07 $4.6K - $4.96K
6.09K $285K
T
At&T Inc.

Communication Services
31
+ 0.21%
$26.94 - $29.62 $835 - $918
14.6K $412K
V
Visa Inc.

Financial Services
111
+ 3.26%
$332.09 - $358.86 $36.9K - $39.8K
3.52K $1.2M
ADBE
Adobe Inc.

Technology
26
+ 4.55%
$333.65 - $392.1 $8.67K - $10.2K
597 $210K
WM
Waste Management Inc

Industrials
13
+ 0.69%
$213.88 - $237.1 $2.78K - $3.08K
1.91K $421K
IBM
International Business Machines Corp

Technology
2
+ 0.11%
$234.77 - $292.47 $470 - $585
1.86K $523K
BSX
Boston Scientific Corp

Healthcare
20
+ 0.73%
$97.03 - $108.14 $1.94K - $2.16K
2.77K $270K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 0.83%
$5364.25 - $5815.92 $5.36K - $5.82K
121 $653K
ELV
Elevance Health, Inc.

Healthcare
41
+ 4.4%
$274.66 - $395.76 $11.3K - $16.2K
972 $314K
SBUX
Starbucks Corp

Consumer Cyclical
19
+ 0.27%
$81.9 - $96.86 $1.56K - $1.84K
7.14K $603K
COST
Costco Wholesale Corp

Consumer Defensive
264
+ 5.73%
$915.95 - $994.57 $242K - $263K
4.87K $4.51M
CMCSA
Comcast Corp

Communication Services
573
+ 3.02%
$31.41 - $36.33 $18K - $20.8K
19.5K $613K
PM
Philip Morris International Inc.

Consumer Defensive
24
+ 0.32%
$157.77 - $183.27 $3.79K - $4.4K
7.62K $1.24M
UPS
United Parcel Service Inc

Industrials
34
+ 0.13%
$82.58 - $105.54 $2.81K - $3.59K
25.4K $2.12M
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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