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
FIS
Fidelity National Information Services, Inc.

Technology
1.89K
+ 62.82%
$63.37 - $82.35 $120K - $156K
4.91K $323K
MAR
Marriott International Inc

Consumer Cyclical
751
+ 8.14%
$255.35 - $282.87 $192K - $212K
9.97K $2.6M
ETR
Entergy Corp

Utilities
3
+ 0.04%
$80.93 - $93.55 $243 - $281
7.56K $704K
LOW
Lowes Companies Inc

Consumer Cyclical
42
+ 1.95%
$215.01 - $273.02 $9.03K - $11.5K
2.19K $550K
META
Meta Platforms, Inc.

Communication Services
126
+ 2.58%
$695.21 - $791.73 $87.6K - $99.8K
5.01K $3.68M
HYG
Ishares Tr

ETFs
558
+ 1.3%
$79.85 - $81.32 $44.6K - $45.4K
43.5K $3.53M
ADP
Automatic Data Processing Inc

Industrials
281
+ 28.64%
$288.69 - $310.94 $81.1K - $87.4K
1.26K $370K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
395
+ 20.07%
$108.46 - $120.63 $42.8K - $47.6K
2.36K $280K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.18K
+ 4.34%
$50.85 - $51.35 $59.9K - $60.4K
28.3K $1.45M
QCOM
Qualcomm Inc

Technology
306
+ 18.3%
$145.84 - $173.55 $44.6K - $53.1K
1.98K $329K
MS
Morgan Stanley

Financial Services
176
+ 9.5%
$139.09 - $161.16 $24.5K - $28.4K
2.03K $322K
BAC
Bank Of America Corp

Financial Services
344
+ 3.64%
$44.92 - $52.42 $15.5K - $18K
9.81K $505K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
33
+ 1.79%
$435.72 - $463.74 $14.4K - $15.3K
1.88K $872K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.75K
+ 5.81%
$19.61 - $19.79 $54K - $54.5K
50.1K $987K
EMB
Ishares Tr

ETFs
221
+ 1.55%
$91.52 - $95.59 $20.2K - $21.1K
14.5K $1.38M
MDT
Medtronic PLC

Healthcare
5
+ 0.07%
$87.67 - $95.74 $438 - $479
7K $666K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
115
+ 0.64%
$56.63 - $60.72 $6.51K - $6.98K
18.1K $1.09M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.64K
+ 5.36%
$19.49 - $19.61 $51.5K - $51.8K
51.9K $1.02M
GE
General Electric CO

Industrials
30
+ 2.99%
$244.75 - $305.63 $7.34K - $9.17K
1.03K $310K
MA
Mastercard Inc

Financial Services
79
+ 6.97%
$550.18 - $598.96 $43.5K - $47.3K
1.21K $689K
GPC
Genuine Parts CO

Consumer Cyclical
22
+ 0.8%
$122.23 - $142.77 $2.69K - $3.14K
2.77K $384K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
180
+ 2.6%
$67.21 - $72.65 $12.1K - $13.1K
7.09K $514K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
423
+ 5.79%
$39.06 - $43.42 $16.5K - $18.4K
7.72K $335K
SRE
Sempra Energy

Utilities
40
+ 1.25%
$74.14 - $89.98 $2.97K - $3.6K
3.23K $290K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
2.38K
+ 5.08%
$20.66 - $20.74 $49.2K - $49.4K
49.2K $1.02M
BX
Blackstone Inc.

Financial Services
36
+ 1.83%
$152.77 - $188.68 $5.5K - $6.79K
2.01K $342K
ACN
Accenture PLC

Technology
430
+ 35.57%
$232.56 - $304.78 $100K - $131K
1.64K $404K
MCD
Mcdonalds Corp

Consumer Cyclical
99
+ 8.81%
$291.67 - $316.99 $28.9K - $31.4K
1.22K $371K
VZ
Verizon Communications Inc

Communication Services
661
+ 3.42%
$40.84 - $45.06 $27K - $29.8K
20K $878K
DUK
Duke Energy Corp

Utilities
82
+ 1.65%
$116.31 - $125.93 $9.54K - $10.3K
5.05K $624K
VDE
Vanguard Energy ETF

ETFs
30
+ 0.57%
$118.37 - $129.65 $3.55K - $3.89K
5.29K $665K
SCHW
Schwab Charles Corp

Financial Services
9
+ 0.1%
$91.03 - $98.69 $819 - $888
8.61K $822K
CSCO
Cisco Systems, Inc.

Technology
734
+ 5.89%
$66.2 - $71.79 $48.6K - $52.7K
13.2K $902K
COP
Conocophillips

Energy
218
+ 7.0%
$91.0 - $98.99 $19.8K - $21.6K
3.33K $315K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
1.56K
+ 3.51%
$20.41 - $20.67 $31.9K - $32.3K
46.1K $948K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
41
+ 3.41%
$225.11 - $247.9 $9.23K - $10.2K
1.24K $307K
DSI
Ishares Msci Kld 400 Social Et

ETFs
59
+ 2.29%
$115.96 - $125.95 $6.84K - $7.43K
2.64K $332K
WEC
Wec Energy Group, Inc.

Utilities
1
+ 0.03%
$103.66 - $114.59 $104 - $115
3K $343K
SYY
Sysco Corp

Consumer Defensive
36
+ 0.93%
$76.33 - $82.51 $2.75K - $2.97K
3.92K $323K
VCV
Invesco California Value Municipal Income Trust

Financial Services
1.26K
+ 1.89%
$9.99 - $10.72 $12.6K - $13.5K
68K $720K
ES
Eversource Energy

Utilities
27
+ 0.81%
$62.86 - $71.14 $1.7K - $1.92K
3.34K $237K
LYG
Lloyds Banking Group PLC

Financial Services
34
+ 0.04%
$4.03 - $4.63 $137 - $157
90.8K $412K
CEV
Eaton Vance California Municipal Income Trust

Financial Services
589
+ 1.07%
$9.38 - $10.04 $5.52K - $5.91K
55.4K $556K
EIX
Edison International

Utilities
167
+ 4.08%
$50.42 - $56.35 $8.42K - $9.41K
4.26K $235K
TFC
Truist Financial Corp

Financial Services
20
+ 0.24%
$42.83 - $47.07 $857 - $941
8.47K $387K
LNG
Cheniere Energy, Inc.

Energy
195
+ 7.59%
$222.68 - $244.28 $43.4K - $47.6K
2.77K $649K
VIG
Vanguard Dividend Appreciation

ETFs
129
+ 1.48%
N/A
8.87K $1.62M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
38
+ 0.34%
$23.82 - $25.84 $905 - $982
11.2K $288K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
908
+ 1.94%
$18.61 - $18.94 $16.9K - $17.2K
47.7K $896K
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
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