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
Rb Global Inc
49
+ 1.97%
N/A
2.53K $0
Arista Networks Inc
2.15K
+ 42.64%
N/A
7.19K $0
Blackrock ETF Trust Ii
1.96K
+ 3.71%
N/A
54.6K $0
Blackrock Inc
40
+ 4.27%
N/A
977 $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
7.43K
+ 23.94%
N/A
38.5K $0
STRV
Ea Ser Tr Strive 500 ETF
537
+ 7.94%
N/A
7.3K $0
FCAL
First Tr Iii Calif Mun High In

ETFs
36
+ 0.84%
$47.18 - $49.3 $1.7K - $1.77K
4.32K $207K
Gsk PLC
145
+ 1.27%
N/A
11.6K $0
Ishares Bitcoin Trust ETF
644
+ 4.32%
N/A
15.6K $0
ACN
Accenture PLC

Technology
51
+ 4.4%
$279.23 - $323.21 $14.2K - $16.5K
1.21K $361K
DUK
Duke Energy Corp

Utilities
100
+ 2.06%
$112.46 - $124.05 $11.2K - $12.4K
4.97K $585K
ETR
Entergy Corp

Utilities
99
+ 1.33%
$79.01 - $86.61 $7.82K - $8.57K
7.56K $628K
PEP
Pepsico Inc

Consumer Defensive
220
+ 10.38%
$128.02 - $151.37 $28.2K - $33.3K
2.34K $308K
VCV
Invesco California Value Municipal Income Trust

Financial Services
741
+ 1.12%
$9.66 - $10.94 $7.16K - $8.11K
66.7K $692K
COP
Conocophillips

Energy
337
+ 12.13%
$82.66 - $106.1 $27.9K - $35.8K
3.12K $279K
WEC
Wec Energy Group, Inc.

Utilities
24
+ 0.81%
$102.24 - $109.76 $2.45K - $2.63K
2.99K $311K
MDT
Medtronic PLC

Healthcare
60
+ 0.87%
$80.68 - $88.86 $4.84K - $5.33K
7K $609K
CMCSA
Comcast Corp

Communication Services
261
+ 1.4%
$32.84 - $36.72 $8.57K - $9.58K
19K $676K
APD
Air Products & Chemicals, Inc.

Basic Materials
31
+ 1.72%
$248.61 - $294.96 $7.71K - $9.14K
1.84K $517K
LOW
Lowes Companies Inc

Consumer Cyclical
38
+ 1.8%
$210.83 - $235.28 $8.01K - $8.94K
2.15K $476K
MCD
Mcdonalds Corp

Consumer Cyclical
16
+ 1.44%
$285.55 - $321.23 $4.57K - $5.14K
1.12K $328K
LLY
Eli Lilly & CO

Healthcare
97
+ 4.25%
$713.71 - $898.95 $69.2K - $87.2K
2.38K $1.85M
KMX
Carmax Inc

Consumer Cyclical
28
+ 0.77%
$62.27 - $82.77 $1.74K - $2.32K
3.66K $246K
VDE
Vanguard Energy ETF

ETFs
64
+ 1.23%
$105.87 - $130.56 $6.78K - $8.36K
5.26K $626K
SG
Sweetgreen, Inc.

Consumer Cyclical
2.23K
+ 22.78%
$12.23 - $25.56 $27.3K - $57K
12K $178K
BDX
Becton Dickinson & CO

Healthcare
570
+ 18.86%
$165.15 - $226.42 $94.1K - $129K
3.59K $618K
JNJ
Johnson & Johnson

Healthcare
62
+ 0.94%
$146.36 - $159.82 $9.07K - $9.91K
6.63K $1.01M
AMGN
Amgen Inc

Healthcare
43
+ 1.46%
$262.28 - $309.85 $11.3K - $13.3K
2.99K $835K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
617
+ 6.04%
$483.48 - $539.8 $298K - $333K
10.8K $5.26M
UNH
Unitedhealth Group Inc

Healthcare
175
+ 12.47%
$274.35 - $599.47 $48K - $105K
1.58K $492K
AAPL
Apple Inc.

Technology
1.54K
+ 1.16%
$172.42 - $223.89 $266K - $346K
134K $27.6M
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