Cypress Wealth Services, LLC Incresed Positions in Q3 2025

Cypress Wealth Services, LLC

  • $555 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
1.66K
+ 1.24%
$202.38 - $256.87 $336K - $427K
136K $34.7M
OEF
Ishares S&P 100 ETF

ETFs
15.5K
+ 36.94%
N/A
57.5K $15.3M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
26.3K
+ 8.91%
$72.65 - $78.68 $1.91M - $2.07M
321K $25.2M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
22.1K
+ 6.09%
$54.35 - $59.32 $1.2M - $1.31M
385K $22.8M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
27.9K
+ 21.09%
$42.67 - $46.91 $1.19M - $1.31M
160K $7.49M
TSLA
Tesla, Inc.

Consumer Cyclical
19
+ 0.15%
$293.94 - $444.72 $5.58K - $8.45K
12.6K $5.61M
IAU
Ishares Gold Trust

ETFs
13.5K
+ 31.5%
$61.62 - $72.77 $829K - $979K
56.2K $4.09M
NVDA
Nvidia Corp

Technology
1.06K
+ 2.58%
$153.3 - $186.58 $163K - $199K
42.3K $7.89M
AVGO
Broadcom Inc.

Technology
1.86K
+ 29.53%
$264.74 - $369.57 $493K - $688K
8.16K $2.69M
IVE
Ishares S&P 500 Value ETF

ETFs
636
+ 1.08%
$194.44 - $206.51 $124K - $131K
59.5K $12.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
146
+ 1.1%
$567.77 - $614.76 $82.9K - $89.8K
13.4K $8.2M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
413
+ 0.71%
$134.94 - $145.86 $55.7K - $60.2K
58.5K $8.52M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
5.42K
+ 21.01%
$98.52 - $103.93 $534K - $563K
31.2K $3.21M
SHOP
Shopify Inc.

Technology
128
+ 0.75%
$112.11 - $157.12 $14.4K - $20.1K
17.2K $2.55M
AMZN
Amazon Com Inc

Consumer Cyclical
2.42K
+ 9.64%
$211.65 - $238.24 $512K - $576K
27.5K $6.04M
JPM
Jpmorgan Chase & CO

Financial Services
642
+ 6.13%
$282.78 - $316.06 $182K - $203K
11.1K $3.51M
MSFT
Microsoft Corp

Technology
193
+ 1.15%
$491.09 - $535.64 $94.8K - $103K
16.9K $8.77M
VEA
Vanguard Ftse Developed Market

ETFs
2.57K
+ 2.68%
$56.02 - $60.3 $144K - $155K
98.6K $5.91M
IEMG
Ishares Inc

ETFs
7.89K
+ 9.23%
N/A
93.3K $5.01M
QQQ
Invesco Qqq Trust, Series 1

ETFs
173
+ 2.65%
$546.99 - $602.2 $94.6K - $104K
6.7K $4.02M
VB
Vanguard Small Cap ETF

ETFs
110
+ 0.5%
$237.58 - $259.17 $26.1K - $28.5K
22.1K $5.63M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
330
+ 3.05%
$459.11 - $506.91 $152K - $167K
11.2K $5.61M
JNJ
Johnson & Johnson

Healthcare
535
+ 8.06%
$155.17 - $185.42 $83K - $99.2K
7.17K $1.33M
PSLV
Sprott Physical Silver Trust

Financial Services
8
+ 0.01%
$12.24 - $15.73 $97.9 - $126
85.8K $1.35M
PLTR
Palantir Technologies Inc.

Technology
588
+ 15.85%
$130.68 - $186.97 $76.8K - $110K
4.3K $783K
GS
Goldman Sachs Group Inc

Financial Services
146
+ 8.44%
$696.56 - $806.32 $102K - $118K
1.88K $1.49M
VCIT
Vanguard Intermediate Term Cor

ETFs
1.74K
+ 4.0%
$81.75 - $84.54 $142K - $147K
45.2K $3.8M
CVX
Chevron Corp

Energy
522
+ 5.44%
$145.57 - $161.83 $76K - $84.5K
10.1K $1.57M
DVY
Ishares Tr

ETFs
40
+ 0.21%
$133.88 - $142.57 $5.36K - $5.7K
18.7K $2.66M
LLY
Eli Lilly & CO

Healthcare
276
+ 11.61%
$625.65 - $812.69 $173K - $224K
2.65K $2.02M
IWF
Ishares Russell 1000 Gr ETF

ETFs
249
+ 20.39%
$420.11 - $472.68 $105K - $118K
1.47K $688K
PAUG
Innovator U.S. Equity Power Bu

ETFs
3.6K
+ 54.07%
$40.45 - $42.49 $146K - $153K
10.3K $435K
PEP
Pepsico Inc

Consumer Defensive
940
+ 40.19%
$133.81 - $152.16 $126K - $143K
3.28K $460K
MBB
Ishares Tr

ETFs
909
+ 2.0%
$92.46 - $95.73 $84K - $87K
46.4K $4.41M
VTI
Vanguard Total Stock Market Et

ETFs
146
+ 3.94%
$303.93 - $329.86 $44.4K - $48.2K
3.85K $1.26M
WFC
Wells Fargo & Company

Financial Services
848
+ 5.19%
$77.05 - $85.16 $65.3K - $72.2K
17.2K $1.44M
SIZE
Ishares Msci Usa Size Factor E

ETFs
652
+ 33.21%
$154.38 - $161.78 $101K - $105K
2.62K $420K
WMT
Walmart Inc.

Consumer Defensive
390
+ 2.67%
$94.4 - $104.27 $36.8K - $40.7K
15K $1.55M
OMC
Omnicom Group Inc.

Communication Services
706
+ 11.39%
$70.41 - $81.53 $49.7K - $57.6K
6.91K $562K
BDX
Becton Dickinson & CO

Healthcare
322
+ 8.96%
$172.41 - $199.66 $55.5K - $64.3K
3.91K $732K
BNDX
Vanguard Total International B

ETFs
2.25K
+ 7.07%
$49.0 - $49.51 $110K - $111K
34K $1.68M
DFAI
Dimensional ETF Tr

ETFs
2.1K
+ 16.06%
$34.05 - $36.55 $71.4K - $76.6K
15.2K $550K
GLD
Spdr Gold Trust

ETFs
50
+ 3.21%
$300.96 - $355.47 $15K - $17.8K
1.61K $570K
NG
Novagold Resources Inc

Basic Materials
5
+ 0.02%
$4.15 - $8.8 $20.8 - $44
20.2K $177K
MU
Micron Technology Inc

Technology
52
+ 2.78%
$104.88 - $168.89 $5.45K - $8.78K
1.92K $321K
AXP
American Express CO

Financial Services
24
+ 0.39%
$294.27 - $342.31 $7.06K - $8.22K
6.13K $2.04M
HD
Home Depot, Inc.

Consumer Cyclical
57
+ 3.44%
$357.4 - $423.42 $20.4K - $24.1K
1.71K $693K
IWP
Ishares Russell Mid Cap Growth

ETFs
558
+ 35.82%
$137.51 - $145.26 $76.7K - $81.1K
2.12K $301K
XOM
Exxon Mobil Corp

Energy
21
+ 0.13%
$105.83 - $117.22 $2.22K - $2.46K
16K $1.81M
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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