Cypress Wealth Services, LLC Reduced Holdings in Q1 2025

Cypress Wealth Services, LLC

  • $468 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-5.24K
- 8.74%
$554.06 - $615.85 $2.9M - $3.23M
54.7K $30.6M
EFG
Msci Eafe Growth ETF

ETFs
-48.1K
- 35.51%
$96.1 - $106.37 $4.63M - $5.12M
87.4K $8.81M
AAPL
Apple Inc.

Technology
-1.03K
- 0.77%
$209.68 - $247.1 $216K - $255K
133K $29.5M
IFRA
Ishares Tr

ETFs
-36.6K
- 76.26%
$44.8 - $49.25 $1.64M - $1.8M
11.4K $513K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-17.9K
- 78.45%
$85.29 - $92.57 $1.52M - $1.65M
4.9K $442K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-652
- 2.37%
$307.43 - $357.48 $200K - $233K
26.9K $8.3M
GOOGL
Alphabet Inc.

Communication Services
-277
- 1.05%
$154.33 - $206.19 $42.7K - $57.1K
26K $4.01M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-3.35K
- 5.27%
$120.24 - $134.3 $403K - $450K
60.2K $7.29M
MUB
Ishares National Muni Bond ETF

ETFs
-6.28K
- 29.62%
$104.71 - $107.69 $658K - $676K
14.9K $1.57M
GOOG
Alphabet Inc.

Communication Services
-479
- 2.91%
$156.06 - $207.71 $74.8K - $99.5K
16K $2.5M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-13K
- 7.02%
$44.72 - $46.25 $580K - $600K
172K $7.9M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-4.31K
- 12.19%
$58.81 - $68.2 $254K - $294K
31.1K $1.85M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-29
- 0.23%
$507.05 - $563.67 $14.7K - $16.3K
12.8K $6.55M
SPY
Spdr S&P 500 ETF Trust

ETFs
-13
- 0.11%
$551.42 - $612.93 $7.17K - $7.97K
12.3K $6.89M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-1.85K
- 11.97%
$95.35 - $107.82 $176K - $199K
13.6K $1.3M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-128
- 2.36%
$468.34 - $539.52 $59.9K - $69.1K
5.3K $2.49M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-4.14K
- 7.59%
$54.25 - $57.64 $225K - $239K
50.4K $2.78M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.76K
- 33.94%
$102.49 - $119.96 $181K - $212K
3.43K $357K
ORCL
Oracle Corp

Technology
-530
- 9.49%
$139.81 - $186.47 $74.1K - $98.8K
5.06K $707K
VO
Vanguard Mid Cap ETF

ETFs
-223
- 0.95%
$251.87 - $277.95 $56.2K - $62K
23.3K $5.98M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-4.52K
- 7.62%
$39.96 - $43.3 $180K - $196K
54.8K $2.24M
VLUE
Ishares Msci Usa Value Factor

ETFs
-1.5K
- 20.34%
$104.89 - $113.56 $157K - $170K
5.86K $620K
IYE
Ishares Tr

ETFs
-3.65K
- 38.65%
$45.23 - $49.95 $165K - $182K
5.79K $281K
GNMA
Ishares Gnma Bond ETF

ETFs
-3.52K
- 19.75%
$42.17 - $44.04 $148K - $155K
14.3K $626K
BAC
Bank Of America Corp

Financial Services
-2.34K
- 19.91%
$39.61 - $47.74 $92.7K - $112K
9.41K $392K
IXN
Ishares Global Information Tec

ETFs
-315
- 2.89%
$75.73 - $88.4 $23.9K - $27.8K
10.6K $802K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-125
- 8.64%
$360.07 - $417.26 $45K - $52.2K
1.32K $476K
EIX
Edison International

Utilities
-187
- 4.27%
$50.06 - $80.01 $9.36K - $15K
4.19K $246K
PFF
Ishares Trust Ishares Pfd And

ETFs
-475
- 0.32%
$30.73 - $32.26 $14.6K - $15.3K
150K $4.63M
DVY
Ishares Tr

ETFs
-948
- 4.26%
$128.58 - $138.1 $122K - $131K
21.3K $2.83M
KJUL
Innovator U.S. Small Cap Power

Technology
-465
- 0.91%
$27.83 - $30.18 $12.9K - $14K
50.8K $1.42M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-1.68K
- 9.19%
$87.68 - $94.52 $148K - $159K
16.6K $1.54M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-6
- 4.88%
$4295.4 - $5141.88 $25.8K - $30.9K
117 $539K
META
Meta Platforms, Inc.

Communication Services
-18
- 0.39%
$576.36 - $736.67 $10.4K - $13.3K
4.58K $2.64M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-95
- 12.57%
$497.6 - $606.74 $47.3K - $57.6K
661 $328K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-3
- 0.15%
$165.25 - $224.62 $496 - $674
1.96K $325K
MRK
Merck & Co., Inc.

Healthcare
-280
- 7.69%
$83.01 - $101.02 $23.2K - $28.3K
3.36K $301K
VUG
Vanguard Growth ETF

ETFs
-20
- 1.51%
$369.1 - $427.61 $7.38K - $8.55K
1.31K $483K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-1.35K
- 10.53%
$36.56 - $38.35 $49.4K - $51.8K
11.5K $422K
SRE
Sempra Energy

Utilities
-100
- 3.14%
$67.85 - $87.67 $6.78K - $8.77K
3.09K $220K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-585
- 1.85%
$49.25 - $50.66 $28.8K - $29.6K
31.1K $1.54M
ACN
Accenture PLC

Technology
-4
- 0.34%
$300.91 - $398.25 $1.2K - $1.59K
1.16K $361K
DFAU
Dimensional ETF Tr

ETFs
-437
- 3.32%
$37.84 - $42.29 $16.5K - $18.5K
12.7K $486K
VIG
Vanguard Dividend Appreciation

ETFs
-253
- 2.83%
N/A
8.7K $1.59M
HD
Home Depot, Inc.

Consumer Cyclical
-21
- 1.32%
$347.25 - $424.87 $7.29K - $8.92K
1.57K $576K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-14.1K
- 12.56%
$26.71 - $31.58 $376K - $445K
98.1K $3M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-37
- 0.2%
$53.6 - $58.97 $1.98K - $2.18K
18.6K $1.01M
UNH
Unitedhealth Group Inc

Healthcare
-122
- 8.0%
$461.52 - $548.18 $56.3K - $66.9K
1.4K $734K
LOW
Lowes Companies Inc

Consumer Cyclical
-10
- 0.47%
$222.66 - $268.42 $2.23K - $2.68K
2.11K $492K
Activity Summary
Buys All Purchases 131 New Holdings 16 Increased Positions 115 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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