Cypress Wealth Services, LLC New Holdings in Q2 2025

Cypress Wealth Services, LLC

  • $517 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
132K
New
$34.72 - $42.74 $4.59M - $5.65M
132K $5.65M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
27.1K
New
$50.09 - $51.09 $1.36M - $1.39M
27.1K $1.39M
EFA
Ishares Tr Msci Eafe ETF

ETFs
9.42K
New
$72.96 - $90.39 $687K - $851K
9.42K $841K
CRM
Salesforce, Inc.

Technology
2.97K
New
$236.26 - $291.15 $701K - $864K
2.97K $809K
BFZ
Blackrock California Municipal Income Trust

Financial Services
54.2K
New
$10.2 - $11.19 $553K - $607K
54.2K $586K
DE
Deere & CO

Industrials
1.07K
New
$412.99 - $531.48 $440K - $567K
1.07K $542K
CEV
Eaton Vance California Municipal Income Trust

Financial Services
54.8K
New
$9.43 - $10.18 $517K - $558K
54.8K $531K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
6.91K
New
$53.69 - $67.27 $371K - $465K
6.91K $464K
AMAT
Applied Materials Inc

Technology
2.19K
New
$126.95 - $183.52 $278K - $402K
2.19K $401K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.59K
New
$102.02 - $103.5 $367K - $372K
3.59K $369K
USXF
Ishares Esg Advanced Msci Usa

Technology
5.52K
New
$41.54 - $53.93 $229K - $298K
5.52K $297K
SYY
Sysco Corp

Consumer Defensive
3.89K
New
$68.0 - $75.91 $264K - $295K
3.89K $294K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
7.3K
New
$30.87 - $39.17 $225K - $286K
7.3K $285K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
11.2K
New
$19.1 - $23.83 $213K - $266K
11.2K $266K
PAPR
Innovator U.S. Equity Power Bu

ETFs
7.11K
New
$33.22 - $37.29 $236K - $265K
7.11K $265K
COIN
Coinbase Global, Inc.

Technology
745
New
$151.47 - $375.07 $113K - $279K
745 $261K
MS
Morgan Stanley

Financial Services
1.85K
New
$99.83 - $140.86 $185K - $261K
1.85K $261K
GE
General Electric CO

Industrials
1K
New
$166.81 - $257.39 $167K - $258K
1K $257K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.9K
New
$17.76 - $22.1 $193K - $241K
10.9K $240K
MU
Micron Technology Inc

Technology
1.87K
New
$64.72 - $127.91 $121K - $239K
1.87K $230K
FXL
First Tr Exchange Traded Fd Fi

ETFs
1.46K
New
$115.28 - $157.36 $168K - $229K
1.46K $229K
LHX
L3 Harris Technologies, Inc.

Industrials
910
New
$200.21 - $256.99 $182K - $234K
910 $228K
MLM
Martin Marietta Materials Inc

Basic Materials
417
New
$452.51 - $568.19 $189K - $237K
417 $228K
ITW
Illinois Tool Works Inc

Industrials
912
New
$218.41 - $252.43 $199K - $230K
912 $225K
PGR
Progressive Corp

Financial Services
846
New
$255.27 - $288.74 $216K - $244K
846 $225K
ADSK
Autodesk, Inc.

Technology
903
New
N/A
903 $221K
ETN
Eaton Corp PLC

Industrials
607
New
$246.52 - $356.99 $150K - $217K
607 $216K
IWP
Ishares Russell Mid Cap Growth

ETFs
1.56K
New
$104.34 - $138.68 $163K - $216K
1.56K $216K
NVO
Novo Nordisk A S

Healthcare
3.09K
New
$58.08 - $81.05 $180K - $251K
3.09K $213K
ES
Eversource Energy

Utilities
3.32K
New
$54.25 - $65.89 $180K - $218K
3.32K $210K
NUE
Nucor Corp

Basic Materials
1.6K
New
$103.22 - $131.43 $165K - $210K
1.6K $206K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.09K
New
$153.22 - $199.8 $167K - $218K
1.09K $204K
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.37K
New
$19.6 - $24.44 $164K - $205K
8.37K $204K
AR
Antero Resources Corp

Energy
5.03K
New
$31.92 - $43.78 $161K - $220K
5.03K $202K
CLF
Cleveland Cliffs Inc.

Basic Materials
15.5K
New
$5.83 - $8.88 $90.3K - $138K
15.5K $117K
LCID
Lucid Group, Inc.

Consumer Cyclical
15.3K
New
$2.1 - $2.96 $32K - $45.1K
15.3K $32K
Aim ETF Products Trust
18.3K
New
N/A
18.3K $0
Aim ETF Products Trust
7.2K
New
N/A
7.2K $0
Aim ETF Products Trust
11.1K
New
N/A
11.1K $0
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
14.3K
New
N/A
14.3K $0
Blackrock ETF Trust
108K
New
N/A
108K $0
Blackrock ETF Trust
190K
New
N/A
190K $0
Aim ETF Products Trust
7.73K
New
N/A
7.73K $0
Ishares Tr
21.8K
New
N/A
21.8K $0
Innovator Etfs Trust
30.6K
New
N/A
30.6K $0
First Tr Exchng Traded Fd Vi
12.4K
New
N/A
12.4K $0
Innovator Etfs Trust
13.6K
New
N/A
13.6K $0
Innovator Etfs Trust
27.7K
New
N/A
27.7K $0
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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