Cypress Wealth Services, LLC Incresed Positions in Q2 2025

Cypress Wealth Services, LLC

  • $517 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
93.2K
+ 46.3%
$52.4 - $64.65 $4.88M - $6.02M
294K $18.7M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
15K
+ 4.31%
$43.53 - $54.46 $652K - $816K
363K $19.7M
MSFT
Microsoft Corp

Technology
2.29K
+ 15.85%
$354.56 - $497.45 $812K - $1.14M
16.7K $8.32M
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.47K
+ 5.14%
$152.42 - $182.82 $986K - $1.18M
132K $24.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
3.29K
+ 26.69%
$496.48 - $617.85 $1.63M - $2.03M
15.6K $9.64M
NVDA
Nvidia Corp

Technology
5.96K
+ 16.92%
$94.31 - $157.99 $562K - $942K
41.2K $6.51M
OEF
Ishares S&P 100 ETF

ETFs
6.97K
+ 19.9%
N/A
42K $11.2M
IEMG
Ishares Inc

ETFs
28.2K
+ 49.36%
N/A
85.4K $4.58M
GOOGL
Alphabet Inc.

Communication Services
4.92K
+ 18.92%
$144.7 - $178.6 $712K - $879K
30.9K $5.45M
BNDX
Vanguard Total International B

ETFs
26.7K
+ 520.95%
$48.77 - $49.55 $1.3M - $1.32M
31.8K $1.57M
EFG
Msci Eafe Growth ETF

ETFs
1.38K
+ 1.58%
$89.8 - $112.0 $124K - $155K
88.8K $9.94M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.23K
+ 23.23%
$416.06 - $551.64 $512K - $679K
6.53K $3.6M
AMZN
Amazon Com Inc

Consumer Cyclical
1.67K
+ 7.13%
$167.32 - $223.3 $279K - $373K
25.1K $5.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
431
+ 3.36%
$456.74 - $568.03 $197K - $245K
13.2K $7.52M
TSLA
Tesla, Inc.

Consumer Cyclical
887
+ 7.57%
$221.86 - $362.89 $197K - $322K
12.6K $4M
META
Meta Platforms, Inc.

Communication Services
305
+ 6.66%
$484.66 - $738.09 $148K - $225K
4.89K $3.61M
VEA
Vanguard Ftse Developed Market

ETFs
7.63K
+ 8.63%
$45.65 - $57.01 $348K - $435K
96K $5.48M
MUB
Ishares National Muni Bond ETF

ETFs
8.78K
+ 58.82%
$102.31 - $105.8 $898K - $929K
23.7K $2.48M
IWM
Ishares Russell 2000 ETF

ETFs
3.86K
+ 298.14%
$174.82 - $215.79 $674K - $832K
5.15K $1.11M
AVGO
Broadcom Inc.

Technology
735
+ 13.2%
$146.29 - $275.65 $108K - $203K
6.3K $1.74M
COST
Costco Wholesale Corp

Consumer Defensive
549
+ 13.54%
$908.13 - $1056.85 $499K - $580K
4.6K $4.56M
ORCL
Oracle Corp

Technology
1.26K
+ 24.98%
$122.82 - $218.63 $155K - $276K
6.32K $1.38M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.21K
+ 5.11%
$82.32 - $112.47 $99.7K - $136K
24.9K $2.8M
VTI
Vanguard Total Stock Market Et

ETFs
1.79K
+ 93.12%
$243.75 - $303.93 $435K - $543K
3.7K $1.13M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.5K
+ 5.69%
$114.78 - $133.31 $286K - $333K
46.3K $6.18M
VO
Vanguard Mid Cap ETF

ETFs
146
+ 0.63%
$228.54 - $279.83 $33.4K - $40.9K
23.4K $6.55M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.91K
+ 29.72%
$97.29 - $105.63 $575K - $624K
25.8K $2.62M
AXP
American Express CO

Financial Services
607
+ 11.04%
$231.39 - $318.98 $140K - $194K
6.11K $1.95M
GS
Goldman Sachs Group Inc

Financial Services
274
+ 18.82%
$462.22 - $707.75 $127K - $194K
1.73K $1.22M
NFLX
Netflix Inc

Communication Services
58
+ 7.06%
$855.86 - $1339.13 $49.6K - $77.7K
880 $1.18M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.03K
+ 22.94%
$39.89 - $49.46 $240K - $298K
32.3K $1.6M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
5.24K
+ 5.34%
$26.69 - $33.44 $140K - $175K
103K $3.4M
VB
Vanguard Small Cap ETF

ETFs
278
+ 1.28%
$193.73 - $237.37 $53.9K - $66K
22K $5.22M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
114
+ 1.27%
$180.84 - $240.32 $20.6K - $27.4K
9.07K $2.18M
EEM
Ishares Msci Emerging Markets

ETFs
6.89K
+ 102.61%
$38.52 - $48.28 $265K - $333K
13.6K $656K
SHOP
Shopify Inc.

Technology
374
+ 2.24%
$76.89 - $115.35 $28.8K - $43.1K
17K $1.97M
PLTR
Palantir Technologies Inc.

Technology
679
+ 22.41%
$74.01 - $144.25 $50.3K - $97.9K
3.71K $505K
TMO
Thermo Fisher Scientific Inc.

Healthcare
755
+ 114.22%
$390.26 - $489.06 $295K - $369K
1.42K $574K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
338
+ 17.22%
$141.37 - $228.57 $47.8K - $77.3K
2.3K $521K
PM
Philip Morris International Inc.

Consumer Defensive
112
+ 1.5%
$149.23 - $184.95 $16.7K - $20.7K
7.6K $1.38M
MBB
Ishares Tr

ETFs
1.96K
+ 4.51%
$91.41 - $94.22 $179K - $185K
45.5K $4.27M
WMT
Walmart Inc.

Consumer Defensive
458
+ 3.24%
$81.79 - $99.98 $37.5K - $45.8K
14.6K $1.43M
IBM
International Business Machines Corp

Technology
368
+ 24.75%
$221.03 - $294.78 $81.3K - $108K
1.86K $546K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
3.77K
+ 12.14%
$48.13 - $49.85 $182K - $188K
34.9K $1.71M
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 2.56%
$4164.15 - $5789.24 $12.5K - $17.4K
120 $694K
SCHW
Schwab Charles Corp

Financial Services
289
+ 3.48%
$69.06 - $91.24 $20K - $26.4K
8.6K $784K
EMB
Ishares Tr

ETFs
1.09K
+ 8.31%
$86.54 - $92.62 $94.7K - $101K
14.3K $1.32M
CRWD
Crowd Strike Holdings, Inc.

Technology
25
+ 3.9%
$321.63 - $509.31 $8.04K - $12.7K
666 $339K
SOXX
Ishares Semiconductor ETF

ETFs
114
+ 6.67%
$154.86 - $239.07 $17.7K - $27.3K
1.82K $434K
Activity Summary
Buys All Purchases 181 New Holdings 49 Increased Positions 132 Sells All Sells 94 Reductions 94 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