Cypress Wealth Services, LLC Reduced Holdings in Q3 2025

Cypress Wealth Services, LLC

  • $555 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-50.8K
- 57.21%
$106.99 - $114.46 $5.43M - $5.81M
38K $4.33M
IYW
Ishares Dj Us Tech ETF

ETFs
-26.3K
- 54.55%
$171.38 - $197.01 $4.5M - $5.18M
21.9K $4.29M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-38.5K
- 82.98%
$42.21 - $43.91 $1.63M - $1.69M
7.9K $347K
EFV
Msci Eafe Value ETF

ETFs
-40.9K
- 13.91%
$62.79 - $68.42 $2.57M - $2.8M
253K $17.2M
IJUL
Innovator Etfs Tr

ETFs
-39K
- 84.17%
$31.5 - $32.72 $1.23M - $1.27M
7.33K $239K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-13.3K
- 10.05%
$182.33 - $194.5 $2.43M - $2.59M
119K $23.2M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-21K
- 12.89%
$45.6 - $46.92 $958K - $985K
142K $6.63M
IWM
Ishares Russell 2000 ETF

ETFs
-3.85K
- 74.86%
$214.92 - $244.84 $828K - $944K
1.29K $313K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-25.3K
- 4.88%
$22.9 - $23.58 $579K - $596K
493K $11.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-7.15K
- 20.51%
$48.5 - $50.19 $347K - $359K
27.7K $1.39M
VDC
Vanguard Consumer Staples ETF

ETFs
-606
- 5.01%
$212.64 - $225.25 $129K - $137K
11.5K $2.46M
NFLX
Netflix Inc

Communication Services
-4
- 0.45%
$1147.87 - $1297.18 $4.59K - $5.19K
876 $1.05M
XCEM
Columbia ETF Tr Ii

ETFs
-5.4K
- 16.32%
$33.85 - $36.86 $183K - $199K
27.7K $1.01M
VV
Vanguard Large Cap ETF

ETFs
-819
- 13.69%
$285.05 - $309.14 $233K - $253K
5.16K $1.59M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.51K
- 19.31%
$62.54 - $68.42 $157K - $172K
10.5K $707K
DIS
Walt Disney CO

Communication Services
-364
- 4.9%
$112.25 - $124.0 $40.9K - $45.1K
7.07K $809K
CRM
Salesforce, Inc.

Technology
-18
- 0.61%
$231.66 - $273.65 $4.17K - $4.93K
2.95K $699K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-80
- 1.4%
$38.58 - $58.24 $3.09K - $4.66K
5.62K $220K
AMT
American Tower Corp

Real Estate
-115
- 4.28%
$192.32 - $232.35 $22.1K - $26.7K
2.57K $494K
IEFA
Ishares Tr

ETFs
-1.38K
- 13.12%
$81.7 - $87.53 $113K - $121K
9.12K $796K
DE
Deere & CO

Industrials
-37
- 3.47%
$457.26 - $524.37 $16.9K - $19.4K
1.03K $470K
KO
Coca Cola CO

Consumer Defensive
-188
- 1.81%
$65.67 - $71.67 $12.3K - $13.5K
10.2K $676K
HON
Honeywell International Inc

Industrials
-55
- 2.69%
$207.7 - $240.4 $11.4K - $13.2K
1.99K $418K
USXF
Ishares Esg Advanced Msci Usa

Technology
-1.19K
- 21.52%
$53.69 - $57.31 $63.8K - $68.1K
4.33K $248K
ARCC
Ares Capital Corp

Financial Services
-898
- 4.88%
$20.41 - $23.25 $18.3K - $20.9K
17.5K $357K
FCX
Freeport Mcmoran Inc

Basic Materials
-412
- 6.61%
$35.34 - $47.21 $14.6K - $19.5K
5.82K $228K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.51K
- 4.33%
$26.38 - $27.95 $119K - $126K
99.7K $2.72M
BALL
Ball Corp

Consumer Cyclical
-47
- 0.71%
$48.47 - $59.71 $2.28K - $2.81K
6.58K $331K
CHKP
Check Point Software Technologies LTD

Technology
-28
- 2.73%
$180.73 - $231.23 $5.06K - $6.47K
998 $206K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-271
- 7.89%
$85.01 - $90.35 $23K - $24.5K
3.16K $282K
CRWD
Crowd Strike Holdings, Inc.

Technology
-14
- 2.1%
$412.46 - $514.1 $5.77K - $7.2K
652 $319K
PGR
Progressive Corp

Financial Services
-14
- 1.65%
$238.61 - $264.3 $3.34K - $3.7K
832 $205K
APD
Air Products & Chemicals, Inc.

Basic Materials
-4
- 0.22%
$265.78 - $299.3 $1.06K - $1.2K
1.83K $499K
GNMA
Ishares Gnma Bond ETF

ETFs
-448
- 4.04%
$43.21 - $44.75 $19.4K - $20K
10.6K $471K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-300
- 11.08%
$78.88 - $85.2 $23.7K - $25.6K
2.41K $200K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-7.82K
- 7.57%
$32.53 - $35.69 $255K - $279K
95.5K $3.39M
UL
Unilever PLC

Consumer Defensive
-14
- 0.36%
$58.43 - $65.01 $818 - $910
3.91K $231K
PFF
Ishares Trust Ishares Pfd And

ETFs
-4.62K
- 3.16%
$30.67 - $32.13 $142K - $148K
142K $4.47M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-906
- 5.02%
$55.15 - $58.11 $50K - $52.6K
17.2K $986K
FISV
Fiserv Inc

Technology
-51
- 2.17%
N/A
2.3K $288K
ABT
Abbott Laboratories

Healthcare
-3
- 0.13%
$120.51 - $136.62 $362 - $410
2.37K $316K
EBAY
Ebay Inc

Consumer Cyclical
-562
- 20.17%
$75.33 - $100.77 $42.3K - $56.6K
2.22K $202K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-119
- 1.68%
$76.16 - $78.59 $9.06K - $9.35K
6.96K $543K
TXN
Texas Instruments Inc

Technology
-14
- 0.37%
N/A
3.76K $732K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-56
- 0.69%
$78.96 - $80.04 $4.42K - $4.48K
8.09K $646K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-617
- 5.67%
$21.69 - $23.34 $13.4K - $14.4K
10.3K $239K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-31
- 0.86%
$102.4 - $103.88 $3.17K - $3.22K
3.56K $368K
Arista Networks Inc
-238
- 3.31%
N/A
6.95K $0
Blackrock Inc
-163
- 16.68%
N/A
814 $0
Activity Summary
Buys All Purchases 184 New Holdings 43 Increased Positions 141 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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