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
Innovator Etfs Trust
-18.1K
- 68.82%
N/A
8.22K $0
Fortuna Mng Corp
-6.45K
- 18.3%
N/A
28.8K $0
PDEC
Innovator U.S. Equity Power Bu
-1.63K
- 18.37%
N/A
7.23K $0
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-165
- 1.02%
$92.18 - $95.14 $15.2K - $15.7K
16K $1.52M
BITF
Bitfarms LTD

Financial Services
-50.5K
- 67.2%
$0.84 - $3.2 $42.4K - $162K
24.7K $70K
MUB
Ishares National Muni Bond ETF

ETFs
-385
- 1.62%
$103.24 - $106.68 $39.7K - $41.1K
23.3K $2.48M
IFRA
Ishares Tr

ETFs
-609
- 5.56%
$49.77 - $52.82 $30.3K - $32.2K
10.3K $546K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-41
- 1.05%
$62.09 - $66.51 $2.55K - $2.73K
3.87K $252K
LHX
L3 Harris Technologies, Inc.

Industrials
-127
- 13.96%
$252.18 - $305.41 $32K - $38.8K
783 $239K
MRK
Merck & Co., Inc.

Healthcare
-88
- 2.24%
$77.6 - $87.37 $6.83K - $7.69K
3.84K $321K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-3
- 0.05%
$63.74 - $68.36 $191 - $205
6.15K $417K
RTX
Raytheon Technologies Corp

Industrials
-164
- 6.94%
$144.19 - $167.33 $23.6K - $27.4K
2.2K $368K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-11
- 0.41%
$89.29 - $100.17 $982 - $1.1K
2.71K $270K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-1.6K
- 17.21%
$86.72 - $111.84 $139K - $179K
7.69K $860K
DFAU
Dimensional ETF Tr

ETFs
-219
- 1.75%
$42.42 - $45.96 $9.29K - $10.1K
12.3K $561K
MO
Altria Group, Inc.

Consumer Defensive
-86
- 1.7%
$57.75 - $67.68 $4.97K - $5.82K
4.96K $327K
SVM
Silvercorp Metals Inc

Basic Materials
-6.24K
- 18.3%
$4.3 - $6.32 $26.8K - $39.5K
27.9K $176K
EEM
Ishares Msci Emerging Markets

ETFs
-617
- 4.53%
$48.07 - $53.4 $29.7K - $32.9K
13K $693K
AMAT
Applied Materials Inc

Technology
-33
- 1.5%
$156.25 - $204.95 $5.16K - $6.76K
2.16K $442K
SOXX
Ishares Semiconductor ETF

ETFs
-70
- 3.84%
$236.93 - $271.12 $16.6K - $19K
1.75K $475K
VLUE
Ishares Msci Usa Value Factor

ETFs
-178
- 3.27%
$111.55 - $125.05 $19.9K - $22.3K
5.26K $657K
IGM
Ishares Expanded Tech Sector E

ETFs
-535
- 6.6%
$110.96 - $127.67 $59.4K - $68.3K
7.57K $953K
FNV
Franco Nevada Corp

Basic Materials
-409
- 17.66%
$154.4 - $222.91 $63.1K - $91.2K
1.91K $425K
EMGF
Ishares Msci Emerging Markets

ETFs
-206
- 1.55%
$51.93 - $56.75 $10.7K - $11.7K
13.1K $741K
AG
First Majestic Silver Corp

Basic Materials
-3.79K
- 15.78%
$7.83 - $12.41 $29.6K - $47K
20.2K $248K
UNH
Unitedhealth Group Inc

Healthcare
-2
- 0.13%
$237.77 - $353.61 $476 - $707
1.58K $544K
F
Ford Motor CO

Consumer Cyclical
-720
- 1.26%
$10.82 - $12.09 $7.79K - $8.7K
56.6K $676K
TJX
Tjx Companies Inc

Consumer Cyclical
-259
- 5.78%
$121.35 - $144.54 $31.4K - $37.4K
4.22K $610K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-105
- 7.42%
$404.94 - $499.99 $42.5K - $52.5K
1.31K $635K
ABBV
Abb Vie Inc.

Healthcare
-274
- 9.91%
$184.85 - $231.54 $50.6K - $63.4K
2.49K $576K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-200
- 8.69%
$224.68 - $282.71 $44.9K - $56.5K
2.1K $586K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-150
- 1.77%
$135.0 - $146.02 $20.3K - $21.9K
8.33K $1.21M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-1.22K
- 2.27%
$41.91 - $44.87 $51.3K - $54.9K
52.6K $2.35M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-186
- 1.37%
$108.03 - $117.04 $20.1K - $21.8K
13.4K $1.57M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-631
- 2.09%
$63.41 - $69.69 $40K - $44K
29.5K $2.02M
IXN
Ishares Global Information Tec

ETFs
-82
- 0.79%
$91.28 - $103.32 $7.48K - $8.47K
10.3K $1.06M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-41
- 0.45%
$236.25 - $257.69 $9.69K - $10.6K
9.03K $2.32M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-270
- 0.84%
$49.43 - $54.52 $13.3K - $14.7K
32K $1.73M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-69
- 1.08%
$339.37 - $366.46 $23.4K - $25.3K
6.33K $2.31M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-260
- 1.04%
$110.74 - $122.12 $28.8K - $31.8K
24.6K $2.98M
ORCL
Oracle Corp

Technology
-690
- 10.92%
$218.96 - $328.33 $151K - $227K
5.63K $1.58M
SLV
I Shares Silver Trust

ETFs
-554
- 1.9%
$32.73 - $42.5 $18.1K - $23.5K
28.6K $1.21M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-466
- 1.01%
$132.9 - $142.03 $61.9K - $66.2K
45.9K $6.47M
VO
Vanguard Mid Cap ETF

ETFs
-116
- 0.5%
$279.83 - $293.74 $32.5K - $34.1K
23.3K $6.84M
SPY
Spdr S&P 500 ETF Trust

ETFs
-61
- 0.39%
$617.65 - $666.84 $37.7K - $40.7K
15.5K $10.3M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-364
- 1.39%
$362.31 - $405.74 $132K - $148K
25.9K $10.4M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.74K
- 2.01%
$108.97 - $121.65 $299K - $334K
134K $16.2M
GOOG
Alphabet Inc.

Communication Services
-892
- 4.35%
$175.16 - $255.24 $156K - $228K
19.6K $4.77M
IVV
Ishares Core S&P 500 ETF

ETFs
-979
- 2.27%
$620.67 - $670.08 $608K - $656K
42.1K $28.2M
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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