Cypress Wealth Services, LLC Reduced Holdings in Q2 2025

Cypress Wealth Services, LLC

  • $517 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XCEM
Columbia ETF Tr Ii

ETFs
-143K
- 81.21%
$26.68 - $34.18 $3.82M - $4.89M
33.1K $1.13M
IVV
Ishares Core S&P 500 ETF

ETFs
-11.6K
- 21.23%
$498.8 - $620.9 $5.8M - $7.22M
43.1K $26.8M
HEFA
Ishares Currency Hedged Msci E

ETFs
-61.4K
- 90.9%
$32.11 - $38.21 $1.97M - $2.35M
6.15K $233K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-37.4K
- 74.23%
$50.08 - $63.14 $1.87M - $2.36M
13K $820K
IVW
Ishares S&P 500 Growth ETF

ETFs
-45.4K
- 24.95%
$82.96 - $110.1 $3.77M - $5M
137K $15M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-28.3K
- 5.17%
$22.68 - $23.28 $641K - $658K
518K $12M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-9.58K
- 8.42%
$24.32 - $27.87 $233K - $267K
104K $2.76M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-8.85K
- 5.15%
$45.12 - $46.23 $399K - $409K
163K $7.53M
DVY
Ishares Tr

ETFs
-2.62K
- 12.3%
$118.37 - $134.86 $310K - $353K
18.7K $2.48M
CVX
Chevron Corp

Energy
-72
- 0.74%
$133.73 - $168.51 $9.63K - $12.1K
9.59K $1.37M
XOM
Exxon Mobil Corp

Energy
-13
- 0.08%
$99.93 - $119.04 $1.3K - $1.55K
16K $1.73M
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.9K
- 2.6%
$29.0 - $30.68 $113K - $120K
146K $4.48M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.47K
- 42.69%
$90.56 - $109.49 $133K - $161K
1.97K $215K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.47K
- 30.0%
$83.97 - $92.85 $124K - $137K
3.43K $302K
GNMA
Ishares Gnma Bond ETF

ETFs
-3.2K
- 22.42%
$42.91 - $44.21 $137K - $142K
11.1K $487K
IVE
Ishares S&P 500 Value ETF

ETFs
-2.8K
- 4.54%
$168.34 - $195.42 $472K - $547K
58.8K $11.5M
MO
Altria Group, Inc.

Consumer Defensive
-1.72K
- 25.45%
$55.56 - $60.91 $95.7K - $105K
5.05K $295K
ABBV
Abb Vie Inc.

Healthcare
-78
- 2.74%
$170.16 - $206.27 $13.3K - $16.1K
2.76K $513K
ABT
Abbott Laboratories

Healthcare
-652
- 21.58%
$123.95 - $138.08 $80.8K - $90K
2.37K $322K
CHKP
Check Point Software Technologies LTD

Technology
-310
- 23.2%
$204.26 - $233.47 $63.3K - $72.4K
1.03K $227K
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.48K
- 3.29%
$79.56 - $82.92 $118K - $123K
43.5K $3.6M
VZ
Verizon Communications Inc

Communication Services
-353
- 1.79%
$41.67 - $45.62 $14.7K - $16.1K
19.3K $836K
ELV
Elevance Health, Inc.

Healthcare
-38
- 3.92%
$372.27 - $452.69 $14.1K - $17.2K
931 $362K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-569
- 13.89%
$96.84 - $99.46 $55.1K - $56.6K
3.53K $349K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-808
- 22.93%
$78.98 - $90.1 $63.8K - $72.8K
2.72K $244K
IAU
Ishares Gold Trust

ETFs
-3.33K
- 7.22%
$56.1 - $64.74 $187K - $215K
42.7K $2.66M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-627
- 7.15%
$77.94 - $79.5 $48.9K - $49.8K
8.14K $647K
TXN
Texas Instruments Inc

Technology
-220
- 5.5%
N/A
3.78K $735K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-1.79K
- 15.59%
$34.48 - $39.76 $61.7K - $71.1K
9.68K $385K
EIX
Edison International

Utilities
-94
- 2.24%
$48.32 - $59.92 $4.54K - $5.63K
4.1K $211K
PG
Procter & Gamble CO

Consumer Defensive
-3
- 0.1%
$157.66 - $172.39 $473 - $517
3.02K $481K
VV
Vanguard Large Cap ETF

ETFs
-828
- 12.16%
$228.25 - $285.3 $189K - $236K
5.98K $1.71M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-204
- 3.29%
$45.07 - $52.57 $9.19K - $10.7K
5.99K $292K
EBAY
Ebay Inc

Consumer Cyclical
-715
- 20.42%
$59.52 - $79.36 $42.6K - $56.7K
2.79K $207K
GD
General Dynamics Corp

Industrials
-171
- 14.81%
$247.68 - $291.66 $42.4K - $49.9K
984 $286K
MA
Mastercard Inc

Financial Services
-76
- 6.29%
$479.92 - $590.74 $36.5K - $44.9K
1.13K $636K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-456
- 2.74%
$85.42 - $94.39 $39K - $43K
16.2K $1.52M
VHT
Vanguard Health Care ETF

ETFs
-29
- 3.46%
$236.71 - $261.92 $6.86K - $7.6K
809 $200K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-340
- 11.15%
$66.87 - $79.47 $22.7K - $27K
2.71K $215K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-582
- 3.12%
$47.46 - $55.3 $27.6K - $32.2K
18.1K $995K
GBF
Ishares Tr

ETFs
-180
- 4.79%
$101.99 - $104.66 $18.4K - $18.8K
3.58K $373K
HDV
Ishares Core High Dividend ETF

ETFs
-70
- 2.13%
$108.41 - $120.51 $7.59K - $8.44K
3.22K $377K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-721
- 1.5%
$19.49 - $19.66 $14.1K - $14.2K
47.4K $930K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-220
- 3.01%
$75.05 - $77.34 $16.5K - $17K
7.08K $547K
ARCC
Ares Capital Corp

Financial Services
-235
- 1.26%
$18.91 - $22.43 $4.44K - $5.27K
18.4K $404K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-384
- 1.74%
$22.54 - $23.17 $8.66K - $8.9K
21.7K $499K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-373
- 0.79%
$20.66 - $20.74 $7.71K - $7.74K
46.8K $968K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-785
- 1.65%
$18.28 - $18.7 $14.3K - $14.7K
46.8K $874K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-666
- 1.47%
$20.16 - $20.49 $13.4K - $13.6K
44.6K $913K
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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