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
VLUE
Ishares Msci Usa Value Factor

ETFs
-426
- 7.27%
$93.5 - $113.21 $39.8K - $48.2K
5.44K $615K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-361
- 0.73%
$19.44 - $19.56 $7.02K - $7.06K
49.3K $962K
FNV
Franco Nevada Corp

Basic Materials
-124
- 5.08%
$143.04 - $178.17 $17.7K - $22.1K
2.32K $379K
GPC
Genuine Parts CO

Consumer Cyclical
-64
- 2.27%
$105.54 - $129.09 $6.75K - $8.26K
2.75K $333K
VDC
Vanguard Consumer Staples ETF

ETFs
-200
- 1.63%
$204.89 - $224.73 $41K - $44.9K
12.1K $2.65M
Innovator Etfs Trust
-3.79K
- 25.01%
N/A
11.4K $0
Innovator Etfs Trust
-4.72K
- 15.4%
N/A
25.9K $0
Innovator Etfs Trust
-7.52K
- 14.05%
N/A
46K $0
Innovator Etfs Trust
-1.83K
- 6.48%
N/A
26.4K $0
Cava Group Inc
-20
- 0.37%
N/A
5.42K $0
Innovator Etfs Trust
-8.12K
- 27.86%
N/A
21K $0
HYG
Ishares Tr

ETFs
-986
- 2.24%
$75.75 - $80.65 $74.7K - $79.5K
42.9K $3.46M
EMGF
Ishares Msci Emerging Markets

ETFs
-1.31K
- 8.97%
$41.37 - $52.07 $54.3K - $68.3K
13.3K $693K
V
Visa Inc.

Financial Services
-16
- 0.47%
$308.27 - $373.31 $4.93K - $5.97K
3.41K $1.21M
ENB
Enbridge Inc

Energy
-1
- 0.01%
$41.09 - $47.16 $41.1 - $47.2
14.1K $638K
BX
Blackstone Inc.

Financial Services
-11
- 0.56%
$120.07 - $151.11 $1.32K - $1.66K
1.97K $294K
FTC
First Tr Lge Cap Growth

ETFs
-202
- 8.25%
$116.97 - $150.97 $23.6K - $30.5K
2.25K $339K
LAMR
Lamar Advertising CO

Real Estate
-95
- 2.04%
$102.35 - $121.67 $9.72K - $11.6K
4.56K $553K
IFRA
Ishares Tr

ETFs
-450
- 3.95%
$40.97 - $49.19 $18.4K - $22.1K
11K $538K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-918
- 1.68%
$36.25 - $42.28 $33.3K - $38.8K
53.8K $2.28M
KJUL
Innovator U.S. Small Cap Power

Technology
-615
- 1.21%
$25.96 - $29.2 $16K - $18K
50.2K $1.46M
PHYS
Sprott Physical Gold Trust

Financial Services
-997
- 2.33%
$22.82 - $26.29 $22.8K - $26.2K
41.8K $1.06M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-100
- 7.57%
$320.42 - $424.58 $32K - $42.5K
1.22K $518K
DFAU
Dimensional ETF Tr

ETFs
-240
- 1.88%
$34.04 - $42.36 $8.17K - $10.2K
12.5K $529K
F
Ford Motor CO

Consumer Cyclical
-323
- 0.56%
$8.69 - $10.85 $2.81K - $3.5K
57.3K $621K
WFC
Wells Fargo & Company

Financial Services
-1.24K
- 7.07%
$60.98 - $80.12 $75.7K - $99.5K
16.3K $1.31M
KKR
Kkr & Co. Inc.

Financial Services
-90
- 2.59%
$92.79 - $134.29 $8.35K - $12.1K
3.39K $450K
IEV
Ishares Tr Europe ETF

ETFs
-1.3K
- 3.93%
$51.8 - $64.59 $67.4K - $84.1K
31.9K $2.02M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-920
- 2.96%
$52.31 - $63.72 $48.1K - $58.6K
30.1K $1.92M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-276
- 3.15%
$108.12 - $135.04 $29.8K - $37.3K
8.48K $1.14M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-230
- 2.42%
$70.56 - $92.75 $16.2K - $21.3K
9.29K $834K
CSCO
Cisco Systems, Inc.

Technology
-3
- 0.02%
$53.19 - $69.38 $160 - $208
12.5K $864K
IXN
Ishares Global Information Tec

ETFs
-244
- 2.3%
$65.81 - $92.34 $16.1K - $22.5K
10.4K $956K
IGM
Ishares Expanded Tech Sector E

ETFs
-210
- 2.53%
$79.8 - $112.34 $16.8K - $23.6K
8.1K $910K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-16
- 0.12%
$86.12 - $108.35 $1.38K - $1.73K
13.6K $1.47M
DIS
Walt Disney CO

Communication Services
-5
- 0.07%
$81.72 - $124.01 $409 - $620
7.43K $921K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-76
- 1.17%
$272.36 - $339.57 $20.7K - $25.8K
6.4K $2.17M
MAR
Marriott International Inc

Consumer Cyclical
-219
- 2.32%
$211.12 - $274.14 $46.2K - $60K
9.22K $2.52M
JPM
Jpmorgan Chase & CO

Financial Services
-41
- 0.39%
$210.28 - $289.91 $8.62K - $11.9K
10.5K $3.04M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-2.07K
- 3.45%
$108.06 - $135.3 $224K - $280K
58.1K $7.86M
IYW
Ishares Dj Us Tech ETF

ETFs
-4.33K
- 8.24%
$122.57 - $173.27 $531K - $750K
48.2K $8.35M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-660
- 2.45%
$273.67 - $366.17 $181K - $242K
26.2K $9.61M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-8.69K
- 2.86%
$58.41 - $72.69 $508K - $632K
295K $21.4M
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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