Cypress Wealth Services, LLC Portfolio Holdings by Sector
Cypress Wealth Services, LLC
- $468 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV QUAL SPLG IVW DYNF SCHZ EFV IVE 119 stocks |
$333,476
71.58% of portfolio
|
48
|
54
|
7
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$29,532
6.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$9,152
1.96% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL CHKP PLTR CRWD ADBE 6 stocks |
$7,131
1.53% of portfolio
|
4
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TXN TSM QCOM 5 stocks |
$6,055
1.3% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ AMGN ABBV PFE MRK NVS 7 stocks |
$5,457
1.17% of portfolio
|
6
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PHYS PSLV VCV EVM MUC ARCC KKR NKX 9 stocks |
$5,385
1.16% of portfolio
|
8
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$5,361
1.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$5,077
1.09% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN EBAY 2 stocks |
$4,691
1.01% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC 3 stocks |
$4,231
0.91% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$3,613
0.78% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$3,524
0.76% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP V MA 3 stocks |
$3,341
0.72% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$2,799
0.6% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$2,248
0.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
WPM AGI FNV AEM THM NG 6 stocks |
$2,150
0.46% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
ETR DUK WEC EIX PEG 5 stocks |
$2,010
0.43% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ CMCSA T 3 stocks |
$1,980
0.42% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
WABC LYG TFC 3 stocks |
$1,785
0.38% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
SHOP 1 stocks |
$1,610
0.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1,594
0.34% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX MCD CMG SG 4 stocks |
$1,510
0.32% of portfolio
|
4
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS SCHW BITF 3 stocks |
$1,508
0.32% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$1,500
0.32% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB LNG EPD 3 stocks |
$1,408
0.3% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT ABT BSX 3 stocks |
$1,279
0.27% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH ELV 2 stocks |
$1,152
0.25% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN FIS FISV 4 stocks |
$1,137
0.24% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT LAMR 2 stocks |
$1,102
0.24% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$1,068
0.23% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$977
0.21% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
GD RTX HII 3 stocks |
$868
0.19% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$769
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG UL 2 stocks |
$732
0.16% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX 1 stocks |
$692
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
BSM COP 2 stocks |
$617
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO IQV 2 stocks |
$549
0.12% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$539
0.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$532
0.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$524
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$520
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
N/A | N/A
RMI 1 stocks |
$489
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$430
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$416
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$374
0.08% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
GPC 1 stocks |
$335
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
BALL 1 stocks |
$333
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$294
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Silver | Basic Materials
AG SVM 2 stocks |
$294
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
KMX 1 stocks |
$283
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$278
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$270
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
BE PLUG 2 stocks |
$265
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$225
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$220
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
BCRX 1 stocks |
$157
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
TMQ 1 stocks |
$31
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Coking Coal | Basic Materials
AREC 1 stocks |
$6
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|