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
FISV
Fiserv Inc

Technology
857
+ 57.21%
N/A
2.36K $294K
VUG
Vanguard Growth ETF

ETFs
36
+ 2.76%
$329.49 - $438.4 $11.9K - $15.8K
1.34K $587K
DFAI
Dimensional ETF Tr

ETFs
1.63K
+ 14.3%
$28.02 - $34.71 $45.8K - $56.7K
13.1K $451K
GLD
Spdr Gold Trust

ETFs
210
+ 15.6%
$273.71 - $316.29 $57.5K - $66.4K
1.56K $474K
IEFA
Ishares Tr

ETFs
127
+ 1.22%
$67.83 - $84.09 $8.61K - $10.7K
10.5K $876K
KO
Coca Cola CO

Consumer Defensive
1.17K
+ 12.63%
$68.37 - $73.9 $79.7K - $86.2K
10.4K $735K
OMC
Omnicom Group Inc.

Communication Services
1.68K
+ 37.12%
$69.22 - $79.77 $116K - $134K
6.2K $445K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
131
+ 12.22%
$171.4 - $227.1 $22.5K - $29.8K
1.2K $273K
QCOM
Qualcomm Inc

Technology
347
+ 26.19%
$124.66 - $159.48 $43.3K - $55.3K
1.67K $266K
HON
Honeywell International Inc

Industrials
75
+ 3.81%
$182.86 - $232.88 $13.7K - $17.5K
2.04K $475K
BAC
Bank Of America Corp

Financial Services
48
+ 0.51%
$34.39 - $47.46 $1.65K - $2.28K
9.46K $447K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
45
+ 0.74%
$50.29 - $64.29 $2.26K - $2.89K
6.15K $395K
RTX
Raytheon Technologies Corp

Industrials
157
+ 7.11%
$113.75 - $148.48 $17.9K - $23.3K
2.36K $345K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
336
+ 6.26%
$45.98 - $56.15 $15.4K - $18.9K
5.7K $320K
HII
Huntington Ingalls Industries, Inc.

Industrials
2
+ 0.16%
$183.31 - $241.46 $367 - $483
1.29K $311K
BE
Bloom Energy Corp

Industrials
38
+ 0.31%
$16.32 - $23.92 $620 - $909
12.4K $297K
FCX
Freeport Mcmoran Inc

Basic Materials
273
+ 4.58%
$29.15 - $44.46 $7.96K - $12.1K
6.23K $270K
IQV
Iqvia Holdings Inc.

Healthcare
410
+ 32.64%
$137.0 - $174.37 $56.2K - $71.5K
1.67K $262K
LNG
Cheniere Energy, Inc.

Energy
43
+ 1.7%
$197.25 - $244.33 $8.48K - $10.5K
2.57K $625K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
4
+ 0.22%
$376.48 - $440.65 $1.51K - $1.76K
1.85K $814K
LYG
Lloyds Banking Group PLC

Financial Services
205
+ 0.23%
$3.32 - $4.29 $681 - $879
90.8K $385K
BSX
Boston Scientific Corp

Healthcare
214
+ 8.43%
$89.7 - $107.41 $19.2K - $23K
2.75K $295K
BALL
Ball Corp

Consumer Cyclical
142
+ 2.19%
$44.94 - $56.99 $6.38K - $8.09K
6.63K $371K
AEM
Agnico Eagle Mines LTD

Basic Materials
51
+ 1.83%
$99.48 - $124.46 $5.07K - $6.35K
2.84K $337K
MCK
Mckesson Corp

Healthcare
15
+ 3.73%
$652.83 - $732.78 $9.79K - $11K
417 $305K
NVS
Novartis Ag

Healthcare
138
+ 6.96%
$101.96 - $121.01 $14.1K - $16.7K
2.12K $256K
TJX
Tjx Companies Inc

Consumer Cyclical
211
+ 4.94%
$119.13 - $135.03 $25.1K - $28.5K
4.48K $553K
HD
Home Depot, Inc.

Consumer Cyclical
81
+ 5.15%
$335.24 - $380.78 $27.2K - $30.8K
1.66K $606K
FIS
Fidelity National Information Services, Inc.

Technology
62
+ 2.1%
$68.14 - $82.13 $4.22K - $5.09K
3.02K $245K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
39
+ 1.18%
$62.73 - $78.42 $2.45K - $3.06K
3.34K $259K
ADP
Automatic Data Processing Inc

Industrials
70
+ 7.68%
$276.76 - $326.81 $19.4K - $22.9K
981 $302K
T
At&T Inc.

Communication Services
538
+ 3.83%
$26.33 - $28.94 $14.2K - $15.6K
14.6K $421K
UL
Unilever PLC

Consumer Defensive
271
+ 7.41%
$57.9 - $65.43 $15.7K - $17.7K
3.93K $240K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
1
+ 0.02%
$48.22 - $60.41 $48.2 - $60.4
4.89K $291K
SRE
Sempra Energy

Utilities
104
+ 3.37%
$63.78 - $78.91 $6.63K - $8.21K
3.19K $241K
SIZE
Ishares Msci Usa Size Factor E

ETFs
7
+ 0.36%
$128.15 - $154.54 $897 - $1.08K
1.96K $303K
TFC
Truist Financial Corp

Financial Services
105
+ 1.26%
$34.79 - $42.99 $3.65K - $4.51K
8.45K $363K
AMT
American Tower Corp

Real Estate
49
+ 1.86%
$203.96 - $228.19 $9.99K - $11.2K
2.68K $593K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
41
+ 1.06%
$51.16 - $62.02 $2.1K - $2.54K
3.91K $242K
XLU
Utilities Sector Spdr

ETFs
2
+ 0.07%
$73.09 - $82.77 $146 - $166
2.73K $223K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
122
+ 0.68%
$50.46 - $58.08 $6.16K - $7.09K
18K $1.03M
MRK
Merck & Co., Inc.

Healthcare
564
+ 16.79%
$73.47 - $87.12 $41.4K - $49.1K
3.92K $310K
PEG
Public Service Enterprise Group Inc

Utilities
22
+ 0.86%
$77.13 - $84.18 $1.7K - $1.85K
2.59K $218K
SBUX
Starbucks Corp

Consumer Cyclical
515
+ 7.8%
$79.69 - $99.41 $41K - $51.2K
7.12K $652K
VIG
Vanguard Dividend Appreciation

ETFs
39
+ 0.45%
N/A
8.74K $1.59M
AGI
Alamos Gold Inc

Basic Materials
196
+ 0.89%
$23.81 - $30.33 $4.67K - $5.94K
22.1K $587K
WM
Waste Management Inc

Industrials
39
+ 2.1%
$216.47 - $242.1 $8.44K - $9.44K
1.9K $434K
ADBE
Adobe Inc.

Technology
4
+ 0.71%
$340.0 - $420.68 $1.36K - $1.68K
571 $220K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4
+ 0.22%
$121.58 - $136.74 $486 - $547
1.86K $251K
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
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