Cypress Wealth Services, LLC Incresed Positions in Q1 2025

Cypress Wealth Services, LLC

  • $468 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
1.49K
+ 7.21%
$22.25 - $23.0 $33.1K - $34.2K
22.1K $506K
HYDB
Ishares Tr Edge High Yield Def

ETFs
700
+ 11.69%
$46.82 - $47.8 $32.8K - $33.5K
6.69K $314K
MA
Mastercard Inc

Financial Services
12
+ 1.0%
$504.67 - $576.31 $6.06K - $6.92K
1.21K $662K
MCD
Mcdonalds Corp

Consumer Cyclical
20
+ 1.84%
$279.74 - $321.29 $5.59K - $6.43K
1.11K $346K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
87
+ 1.42%
$48.65 - $53.06 $4.23K - $4.62K
6.2K $322K
PG
Procter & Gamble CO

Consumer Defensive
112
+ 3.84%
$158.56 - $176.26 $17.8K - $19.7K
3.03K $515K
ICVT
Ishares Tr Convertible Bond Et

ETFs
357
+ 11.27%
$83.18 - $89.27 $29.7K - $31.9K
3.52K $295K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
11
+ 0.33%
$63.07 - $73.5 $694 - $809
3.3K $234K
CRWD
Crowd Strike Holdings, Inc.

Technology
50
+ 8.46%
$308.86 - $455.36 $15.4K - $22.8K
641 $226K
TJX
Tjx Companies Inc

Consumer Cyclical
155
+ 3.77%
$112.81 - $126.16 $17.5K - $19.6K
4.27K $520K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
105
+ 0.59%
$55.76 - $59.54 $5.85K - $6.25K
17.9K $1.02M
ADP
Automatic Data Processing Inc

Industrials
30
+ 3.41%
$286.85 - $318.64 $8.61K - $9.56K
911 $278K
F
Ford Motor CO

Consumer Cyclical
1.34K
+ 2.38%
$9.12 - $10.43 $12.2K - $14K
57.6K $578K
EBAY
Ebay Inc

Consumer Cyclical
13
+ 0.37%
$61.61 - $70.93 $801 - $922
3.5K $237K
EVM
Eaton Vance California Municipal Bond Fund

Financial Services
951
+ 1.34%
$9.26 - $9.48 $8.81K - $9.02K
71.7K $667K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
61
+ 3.42%
$408.78 - $448.82 $24.9K - $27.4K
1.84K $774K
TXN
Texas Instruments Inc

Technology
77
+ 1.96%
N/A
4K $777K
ARCC
Ares Capital Corp

Financial Services
215
+ 1.17%
$21.28 - $23.81 $4.58K - $5.12K
18.6K $413K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
225
+ 0.47%
$19.43 - $19.62 $4.37K - $4.41K
48.1K $941K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
515
+ 0.98%
$10.55 - $11.13 $5.43K - $5.73K
53.2K $569K
FCX
Freeport Mcmoran Inc

Basic Materials
216
+ 3.76%
$34.5 - $43.01 $7.45K - $9.29K
5.96K $225K
PFE
Pfizer Inc

Healthcare
1.06K
+ 6.35%
$25.01 - $27.13 $26.5K - $28.7K
17.7K $449K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2
+ 0.11%
$128.74 - $138.67 $257 - $277
1.85K $248K
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
321
+ 1.19%
$12.53 - $13.05 $4.02K - $4.19K
27.3K $344K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
37
+ 0.07%
$19.42 - $19.54 $719 - $723
49.7K $967K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
85
+ 0.18%
$20.64 - $20.73 $1.75K - $1.76K
47.2K $975K
STRV
Ea Ser Tr Strive 500 ETF
19
+ 0.28%
N/A
6.76K $0
Aim ETF Products Trust
29.7K
+ 364.2%
N/A
37.8K $0
CMCSA
Comcast Corp

Communication Services
318
+ 1.73%
$33.19 - $38.23 $10.6K - $12.2K
18.7K $690K
Cava Group Inc
525
+ 10.68%
N/A
5.44K $0
Blackrock ETF Trust Ii
433
+ 0.83%
N/A
52.6K $0
Ishares Bitcoin Trust ETF
2.61K
+ 21.25%
N/A
14.9K $0
Niocorp Devs LTD
1K
+ 7.1%
N/A
15.1K $0
FCAL
First Tr Iii Calif Mun High In

ETFs
33
+ 0.78%
$48.53 - $49.76 $1.6K - $1.64K
4.28K $207K
NG
Novagold Resources Inc

Basic Materials
300
+ 1.51%
$2.92 - $3.57 $876 - $1.07K
20.2K $59K
SIZE
Ishares Msci Usa Size Factor E

ETFs
7
+ 0.36%
$141.68 - $155.75 $992 - $1.09K
1.96K $282K
KMX
Carmax Inc

Consumer Cyclical
20
+ 0.55%
$69.25 - $89.19 $1.39K - $1.78K
3.63K $283K
VTI
Vanguard Total Stock Market Et

ETFs
58
+ 3.12%
$271.18 - $303.12 $15.7K - $17.6K
1.92K $524K
VCV
Invesco California Value Municipal Income Trust

Financial Services
394
+ 0.6%
$10.54 - $11.28 $4.15K - $4.44K
66K $702K
TFC
Truist Financial Corp

Financial Services
19
+ 0.23%
$39.48 - $48.15 $750 - $915
8.34K $343K
SG
Sweetgreen, Inc.

Consumer Cyclical
1.37K
+ 16.26%
$21.47 - $34.94 $29.4K - $47.9K
9.79K $250K
IQV
Iqvia Holdings Inc.

Healthcare
13
+ 1.05%
$176.3 - $209.96 $2.29K - $2.73K
1.26K $221K
HON
Honeywell International Inc

Industrials
19
+ 0.97%
$202.75 - $226.52 $3.85K - $4.3K
1.97K $416K
SOXX
Ishares Semiconductor ETF

ETFs
78
+ 4.79%
$188.17 - $235.81 $14.7K - $18.4K
1.71K $322K
ADBE
Adobe Inc.

Technology
7
+ 1.25%
$377.84 - $464.11 $2.64K - $3.25K
567 $217K
WMT
Walmart Inc.

Consumer Defensive
31
+ 0.22%
$84.5 - $105.05 $2.62K - $3.26K
14.1K $1.24M
LAMR
Lamar Advertising CO

Real Estate
20
+ 0.43%
$110.65 - $132.9 $2.21K - $2.66K
4.65K $529K
IGM
Ishares Expanded Tech Sector E

ETFs
561
+ 7.24%
$90.67 - $108.46 $50.9K - $60.8K
8.31K $754K
BX
Blackstone Inc.

Financial Services
48
+ 2.48%
$136.53 - $186.74 $6.55K - $8.96K
1.98K $276K
Activity Summary
Buys All Purchases 131 New Holdings 16 Increased Positions 115 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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