Cypress Wealth Services, LLC Incresed Positions in Q3 2024

Cypress Wealth Services, LLC

  • $468 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
55.4K
+ 45.88%
$51.72 - $57.96 $2.86M - $3.21M
176K $10.1M
AAPL
Apple Inc.

Technology
817
+ 0.62%
$207.23 - $234.82 $169K - $192K
134K $31.1M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
29.5K
+ 12.82%
$45.2 - $47.87 $1.33M - $1.41M
260K $12.3M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
22.4K
+ 11.98%
$44.83 - $47.42 $1M - $1.06M
209K $9.85M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.74K
+ 0.9%
$44.24 - $49.47 $121K - $136K
308K $15.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
678
+ 7.27%
$405.19 - $478.57 $275K - $324K
10K $4.6M
TSLA
Tesla, Inc.

Consumer Cyclical
474
+ 4.56%
$191.76 - $263.26 $90.9K - $125K
10.9K $2.84M
IVE
Ishares S&P 500 Value ETF

ETFs
397
+ 1.0%
$181.06 - $197.17 $71.9K - $78.3K
40.1K $7.91M
SLV
I Shares Silver Trust

ETFs
21.3K
+ 275.85%
$24.33 - $29.38 $519K - $627K
29.1K $825K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
6.74K
+ 15.61%
$56.04 - $62.99 $377K - $424K
49.9K $3.05M
META
Meta Platforms, Inc.

Communication Services
163
+ 3.95%
$453.41 - $572.44 $73.9K - $93.3K
4.29K $2.46M
VCIT
Vanguard Intermediate Term Cor

ETFs
2.58K
+ 6.21%
$79.29 - $84.02 $204K - $217K
44.1K $3.69M
SPY
Spdr S&P 500 ETF Trust

ETFs
18
+ 0.16%
$517.38 - $573.86 $9.31K - $10.3K
11.3K $6.51M
NVDA
Nvidia Corp

Technology
3.04K
+ 11.66%
$98.91 - $134.91 $301K - $410K
29.1K $3.54M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
518
+ 1.44%
$77.02 - $85.06 $39.9K - $44.1K
36.5K $3.09M
XOM
Exxon Mobil Corp

Energy
2.15K
+ 15.83%
$109.72 - $119.0 $236K - $256K
15.8K $1.85M
XCEM
Columbia ETF Tr Ii

ETFs
5.13K
+ 3.43%
$30.17 - $33.79 $155K - $173K
154K $5.04M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
13K
+ 69.07%
$19.92 - $20.67 $259K - $268K
31.8K $653K
COST
Costco Wholesale Corp

Consumer Defensive
160
+ 4.37%
$801.83 - $917.05 $128K - $147K
3.82K $3.39M
IFRA
Ishares Tr

ETFs
725
+ 1.55%
$41.55 - $46.97 $30.1K - $34.1K
47.4K $2.23M
CEV
Eaton Vance California Municipal Income Trust

Financial Services
23.5K
+ 73.76%
$10.78 - $11.22 $254K - $264K
55.5K $602K
AXP
American Express CO

Financial Services
151
+ 2.91%
$225.92 - $271.17 $34.1K - $40.9K
5.34K $1.45M
DUK
Duke Energy Corp

Utilities
1.61K
+ 40.83%
$99.35 - $117.71 $160K - $189K
5.55K $639K
HII
Huntington Ingalls Industries, Inc.

Industrials
791
+ 59.3%
$241.93 - $282.86 $191K - $224K
2.13K $561K
TXN
Texas Instruments Inc

Technology
1.08K
+ 27.44%
$194.6 - $194.6 $209K - $209K
4.99K $971K
OEF
Ishares S&P 100 ETF

ETFs
640
+ 3.01%
$266.03 - $266.03 $170K - $170K
21.9K $5.82M
MBB
Ishares Tr

ETFs
120
+ 0.26%
$90.85 - $96.66 $10.9K - $11.6K
46.6K $4.46M
ORCL
Oracle Corp

Technology
127
+ 2.26%
$125.9 - $170.35 $16K - $21.6K
5.75K $979K
MUB
Ishares National Muni Bond ETF

ETFs
1.28K
+ 5.99%
$106.13 - $108.7 $136K - $139K
22.6K $2.45M
BLK
Black Rock Inc.

Financial Services
18
+ 1.81%
$782.27 - $949.51 $14.1K - $17.1K
1.02K $963K
JPM
Jpmorgan Chase & CO

Financial Services
427
+ 4.47%
$194.9 - $224.8 $83.2K - $96K
9.98K $2.1M
WMT
Walmart Inc.

Consumer Defensive
7
+ 0.05%
$66.91 - $81.4 $468 - $570
13.2K $1.06M
ITOT
Ishares Core S&P Total U.S. St

ETFs
953
+ 17.09%
$113.41 - $125.62 $108K - $120K
6.53K $820K
UNH
Unitedhealth Group Inc

Healthcare
79
+ 5.78%
$488.01 - $604.18 $38.6K - $47.7K
1.45K $844K
PM
Philip Morris International Inc.

Consumer Defensive
89
+ 1.34%
$101.25 - $127.45 $9.01K - $11.3K
6.75K $819K
AVGO
Broadcom Inc.

Technology
4.19K
+ 1031.53%
$136.27 - $1745.86 $571K - $7.31M
4.59K $792K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.37K
+ 7.96%
$53.41 - $57.9 $73.1K - $79.2K
18.6K $1.07M
PFE
Pfizer Inc

Healthcare
4.01K
+ 22.23%
$27.7 - $31.39 $111K - $126K
22.1K $638K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.43K
+ 12.65%
$19.2 - $19.82 $104K - $108K
48.4K $953K
HD
Home Depot, Inc.

Consumer Cyclical
88
+ 5.97%
$333.64 - $405.2 $29.4K - $35.7K
1.56K $633K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
5.66K
+ 13.55%
$20.47 - $20.71 $116K - $117K
47.4K $978K
KJUL
Innovator U.S. Small Cap Power

Technology
1.75K
+ 3.54%
$27.38 - $29.23 $48K - $51.2K
51.2K $1.49M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
5.44K
+ 12.18%
$19.2 - $19.63 $105K - $107K
50.1K $980K
JNJ
Johnson & Johnson

Healthcare
111
+ 1.69%
$145.48 - $167.38 $16.1K - $18.6K
6.66K $1.08M
LOW
Lowes Companies Inc

Consumer Cyclical
53
+ 2.54%
$213.3 - $270.78 $11.3K - $14.4K
2.14K $580K
EIX
Edison International

Utilities
102
+ 1.47%
$71.19 - $87.72 $7.26K - $8.95K
7.05K $613K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
100
+ 0.57%
$52.25 - $58.97 $5.23K - $5.9K
17.5K $1.03M
UPS
United Parcel Service Inc

Industrials
918
+ 3.78%
$123.32 - $147.38 $113K - $135K
25.2K $3.44M
MAR
Marriott International Inc

Consumer Cyclical
192
+ 2.24%
$211.35 - $255.11 $40.6K - $49K
8.78K $2.18M
Activity Summary
Buys All Purchases 166 New Holdings 42 Increased Positions 124 Sells All Sells 78 Reductions 78 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