Cypress Wealth Services, LLC Reduced Holdings in Q4 2024

Cypress Wealth Services, LLC

  • $474 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-24.3K
- 11.63%
$45.07 - $47.1 $1.1M - $1.14M
185K $8.35M
NJUL
Innovator Growth 100 Power Buf

Technology
-13.2K
- 72.5%
$60.22 - $63.94 $795K - $845K
5.01K $314K
HEFA
Ishares Currency Hedged Msci E

ETFs
-21.4K
- 59.87%
$34.42 - $35.88 $737K - $768K
14.4K $498K
YJUN
First Tr Exchange Traded Fd Vi
-31.1K
- 69.24%
$21.53 - $22.81 $669K - $708K
13.8K $297K
VEA
Vanguard Ftse Developed Market

ETFs
-212
- 0.24%
$47.57 - $52.44 $10.1K - $11.1K
89.7K $4.29M
IJUL
Innovator Etfs Tr

ETFs
-11K
- 19.15%
$27.59 - $29.25 $302K - $321K
46.3K $1.28M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-7.39K
- 59.8%
$50.73 - $51.08 $375K - $378K
4.97K $252K
UPS
United Parcel Service Inc

Industrials
-880
- 3.49%
$122.65 - $138.35 $108K - $122K
24.3K $3.07M
HII
Huntington Ingalls Industries, Inc.

Industrials
-994
- 46.78%
$184.96 - $264.65 $184K - $263K
1.13K $213K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.61K
- 1.06%
$31.23 - $33.51 $50.3K - $54K
151K $4.73M
IEV
Ishares Tr Europe ETF

ETFs
-955
- 2.67%
$52.03 - $57.63 $49.7K - $55K
34.8K $1.81M
EIX
Edison International

Utilities
-2.67K
- 37.91%
$77.93 - $88.36 $208K - $236K
4.38K $349K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.37K
- 34.76%
$96.64 - $101.23 $229K - $240K
4.44K $430K
AMGN
Amgen Inc

Healthcare
-199
- 6.38%
$258.78 - $328.31 $51.5K - $65.3K
2.92K $761K
TXN
Texas Instruments Inc

Technology
-1.07K
- 21.47%
N/A
3.92K $762K
VO
Vanguard Mid Cap ETF

ETFs
-785
- 3.24%
$261.5 - $284.63 $205K - $223K
23.5K $6.2M
PFE
Pfizer Inc

Healthcare
-5.39K
- 24.44%
$24.8 - $30.19 $134K - $163K
16.7K $442K
MUB
Ishares National Muni Bond ETF

ETFs
-1.39K
- 6.17%
$105.78 - $108.7 $147K - $152K
21.2K $2.26M
CVX
Chevron Corp

Energy
-1.07K
- 10.02%
$141.15 - $162.53 $151K - $174K
9.63K $1.39M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.11K
- 2.47%
$126.68 - $134.74 $141K - $150K
44K $5.61M
XOM
Exxon Mobil Corp

Energy
-13
- 0.08%
$105.51 - $125.37 $1.37K - $1.63K
15.7K $1.69M
HYG
Ishares Tr

ETFs
-951
- 2.14%
$78.09 - $80.04 $74.3K - $76.1K
43.5K $3.42M
IXC
Ishares Tr Global Energy ETF

ETFs
-3.21K
- 32.98%
$36.95 - $43.06 $119K - $138K
6.53K $249K
JNJ
Johnson & Johnson

Healthcare
-203
- 3.05%
$143.34 - $165.86 $29.1K - $33.7K
6.46K $934K
RTX
Raytheon Technologies Corp

Industrials
-1.07K
- 32.97%
$114.45 - $127.21 $122K - $136K
2.18K $251K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-732
- 2.68%
$44.04 - $49.49 $32.2K - $36.2K
26.6K $1.17M
VDC
Vanguard Consumer Staples ETF

ETFs
-204
- 1.59%
$210.96 - $223.62 $43K - $45.6K
12.6K $2.66M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.02K
- 3.29%
$40.38 - $44.35 $81.5K - $89.5K
59.3K $2.43M
GPC
Genuine Parts CO

Consumer Cyclical
-396
- 13.65%
$113.11 - $143.63 $44.8K - $56.9K
2.51K $292K
GNMA
Ishares Gnma Bond ETF

ETFs
-1.79K
- 9.12%
$42.8 - $44.74 $76.4K - $79.9K
17.8K $764K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-57
- 7.01%
$501.29 - $612.85 $28.6K - $34.9K
756 $393K
IEMG
Ishares Inc

ETFs
-2.02K
- 5.53%
N/A
34.4K $1.85M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-174
- 2.02%
$99.04 - $109.59 $17.2K - $19.1K
8.42K $838K
DUK
Duke Energy Corp

Utilities
-497
- 8.95%
$105.76 - $120.76 $52.6K - $60K
5.05K $544K
FCX
Freeport Mcmoran Inc

Basic Materials
-442
- 7.15%
$38.08 - $50.82 $16.8K - $22.5K
5.74K $218K
BALL
Ball Corp

Consumer Cyclical
-15
- 0.23%
$54.84 - $67.94 $823 - $1.02K
6.5K $356K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-423
- 2.26%
$88.59 - $94.57 $37.5K - $40K
18.3K $1.63M
EMGF
Ishares Msci Emerging Markets

ETFs
-261
- 1.69%
$45.23 - $51.49 $11.8K - $13.4K
15.2K $687K
OEF
Ishares S&P 100 ETF

ETFs
-310
- 1.42%
N/A
21.6K $5.74M
OMC
Omnicom Group Inc.

Communication Services
-10
- 0.22%
$85.82 - $105.47 $858 - $1.05K
4.55K $391K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-333
- 3.21%
$56.08 - $68.53 $18.7K - $22.8K
10K $563K
LAMR
Lamar Advertising CO

Real Estate
-105
- 2.22%
$121.37 - $138.11 $12.7K - $14.5K
4.63K $564K
COP
Conocophillips

Energy
-518
- 19.84%
$95.12 - $114.72 $49.3K - $59.4K
2.09K $207K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-654
- 6.84%
$77.86 - $79.27 $50.9K - $51.8K
8.91K $694K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-2.45K
- 21.62%
$23.88 - $24.32 $58.4K - $59.5K
8.87K $212K
IEFA
Ishares Tr

ETFs
-18
- 0.24%
$70.06 - $77.43 $1.26K - $1.39K
7.47K $525K
EJUL
Innovator Etfs Tr Emerging Mkt

ETFs
-645
- 1.29%
$24.59 - $25.81 $15.9K - $16.6K
49.4K $1.22M
LOW
Lowes Companies Inc

Consumer Cyclical
-21
- 0.98%
$244.52 - $284.07 $5.13K - $5.97K
2.12K $523K
SBUX
Starbucks Corp

Consumer Cyclical
-133
- 1.98%
$87.44 - $102.5 $11.6K - $13.6K
6.58K $599K
Activity Summary
Buys All Purchases 137 New Holdings 28 Increased Positions 109 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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