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
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1.23K
- 11.56%
N/A
9.4K $223K
IWM
Ishares Russell 2000 ETF

ETFs
-3
- 0.23%
$198.1 - $229.79 $594 - $689
1.29K $259K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-345
- 7.77%
$95.85 - $99.25 $33.1K - $34.2K
4.1K $404K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-495
- 9.96%
$50.87 - $51.09 $25.2K - $25.3K
4.48K $228K
APD
Air Products & Chemicals, Inc.

Basic Materials
-114
- 5.94%
$283.24 - $338.07 $32.3K - $38.5K
1.8K $532K
BALL
Ball Corp

Consumer Cyclical
-15
- 0.23%
$49.04 - $56.53 $736 - $848
6.49K $333K
NJUL
Innovator Growth 100 Power Buf

Technology
-145
- 2.89%
$59.98 - $64.86 $8.7K - $9.4K
4.87K $292K
BDX
Becton Dickinson & CO

Healthcare
-127
- 4.03%
$222.79 - $249.08 $28.3K - $31.6K
3.02K $692K
PEP
Pepsico Inc

Consumer Defensive
-101
- 4.55%
$142.64 - $156.42 $14.4K - $15.8K
2.12K $317K
FIS
Fidelity National Information Services, Inc.

Technology
-1
- 0.03%
$68.12 - $83.42 $68.1 - $83.4
2.95K $220K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-119
- 0.27%
$126.11 - $135.06 $15K - $16.1K
43.8K $5.59M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-65
- 2.09%
$75.47 - $84.24 $4.91K - $5.48K
3.05K $233K
VDC
Vanguard Consumer Staples ETF

ETFs
-314
- 2.49%
$206.54 - $226.16 $64.9K - $71K
12.3K $2.65M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.4K
- 1.22%
$27.01 - $28.54 $37.8K - $40K
114K $3.14M
PLUG
Plug Power Inc

Industrials
-137
- 1.27%
$1.34 - $3.15 $184 - $432
10.6K $14K
PEG
Public Service Enterprise Group Inc

Utilities
-19
- 0.73%
$78.2 - $90.39 $1.49K - $1.72K
2.57K $211K
VHT
Vanguard Health Care ETF

ETFs
-59
- 6.58%
$254.06 - $273.83 $15K - $16.2K
838 $220K
BNDX
Vanguard Total International B

ETFs
-50
- 0.97%
$48.33 - $49.5 $2.42K - $2.48K
5.12K $249K
EMGF
Ishares Msci Emerging Markets

ETFs
-573
- 3.77%
$44.18 - $48.23 $25.3K - $27.6K
14.6K $685K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-137
- 1.54%
$77.7 - $78.94 $10.6K - $10.8K
8.77K $692K
Innovator Etfs Trust
-4.4K
- 16.04%
N/A
23K $0
Gsk PLC
-522
- 4.36%
N/A
11.4K $0
Blackrock Inc
-67
- 6.67%
N/A
937 $0
Innovator Etfs Trust
-19.1K
- 26.26%
N/A
53.5K $0
Rb Global Inc
-5
- 0.2%
N/A
2.48K $0
UL
Unilever PLC

Consumer Defensive
-29
- 0.79%
$54.72 - $60.29 $1.59K - $1.75K
3.66K $217K
YJUN
First Tr Exchange Traded Fd Vi
-244
- 1.77%
$21.51 - $23.37 $5.25K - $5.7K
13.6K $309K
GLD
Spdr Gold Trust

ETFs
-196
- 12.71%
$243.19 - $288.14 $47.7K - $56.5K
1.35K $387K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-362
- 6.9%
$47.66 - $57.45 $17.3K - $20.8K
4.89K $268K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-320
- 1.2%
$42.5 - $46.71 $13.6K - $14.9K
26.3K $1.19M
HDV
Ishares Core High Dividend ETF

ETFs
-45
- 1.35%
$110.86 - $121.12 $4.99K - $5.45K
3.29K $393K
ENB
Enbridge Inc

Energy
-135
- 0.95%
$41.54 - $45.45 $5.61K - $6.14K
14.1K $623K
DFAI
Dimensional ETF Tr

ETFs
-175
- 1.51%
$28.88 - $32.4 $5.05K - $5.67K
11.4K $359K
AG
First Majestic Silver Corp

Basic Materials
-500
- 2.04%
$5.28 - $7.25 $2.64K - $3.63K
24K $162K
NFLX
Netflix Inc

Communication Services
-5
- 0.6%
$828.4 - $1058.6 $4.14K - $5.29K
822 $766K
WEC
Wec Energy Group, Inc.

Utilities
-143
- 4.59%
$92.12 - $108.98 $13.2K - $15.6K
2.97K $323K
WM
Waste Management Inc

Industrials
-92
- 4.72%
$200.54 - $233.78 $18.4K - $21.5K
1.86K $430K
DUK
Duke Energy Corp

Utilities
-187
- 3.7%
$105.87 - $121.97 $19.8K - $22.8K
4.87K $593K
VCIT
Vanguard Intermediate Term Cor

ETFs
-163
- 0.36%
$79.17 - $82.04 $12.9K - $13.4K
44.9K $3.67M
MO
Altria Group, Inc.

Consumer Defensive
-30
- 0.44%
$50.81 - $60.02 $1.52K - $1.8K
6.77K $406K
JPM
Jpmorgan Chase & CO

Financial Services
-16
- 0.15%
$225.19 - $279.95 $3.6K - $4.48K
10.5K $2.58M
CHKP
Check Point Software Technologies LTD

Technology
-1
- 0.07%
$179.88 - $231.31 $180 - $231
1.34K $304K
MDT
Medtronic PLC

Healthcare
-41
- 0.59%
$79.84 - $94.5 $3.27K - $3.87K
6.94K $623K
T
At&T Inc.

Communication Services
-135
- 0.95%
$21.56 - $28.28 $2.91K - $3.82K
14K $397K
KO
Coca Cola CO

Consumer Defensive
-90
- 0.97%
$60.81 - $72.32 $5.47K - $6.51K
9.23K $660K
FNV
Franco Nevada Corp

Basic Materials
-139
- 5.39%
$120.72 - $157.56 $16.8K - $21.9K
2.44K $384K
VZ
Verizon Communications Inc

Communication Services
-310
- 1.55%
$37.81 - $46.49 $11.7K - $14.4K
19.7K $893K
LYG
Lloyds Banking Group PLC

Financial Services
-799
- 0.87%
$2.58 - $3.9 $2.06K - $3.12K
90.6K $346K
IEV
Ishares Tr Europe ETF

ETFs
-1.62K
- 4.66%
$51.89 - $60.68 $84.2K - $98.4K
33.2K $1.95M
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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