Cypress Wealth Services, LLC Portfolio Holdings by Sector
Cypress Wealth Services, LLC
- $517 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV QUAL SPLG DYNF EFV IVW SCHZ IVE 126 stocks |
$362,096
70.23% of portfolio
|
56
|
56
|
14
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$27,594
5.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$12,692
2.46% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PLTR CRWD CHKP ADBE 6 stocks |
$10,995
2.13% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TXN TSM QCOM MU 6 stocks |
$9,997
1.94% of portfolio
|
5
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$5,985
1.16% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN EBAY 2 stocks |
$5,709
1.11% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$5,260
1.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ AMGN ABBV PFE MRK NVS 7 stocks |
$5,226
1.01% of portfolio
|
6
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PHYS PSLV VCV BFZ CEV KKR ARCC BX 8 stocks |
$5,067
0.98% of portfolio
|
4
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC BAC 3 stocks |
$4,790
0.93% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F LCID 3 stocks |
$4,655
0.9% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP V MA 3 stocks |
$3,793
0.74% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
SHOP CRM COIN ADSK 4 stocks |
$3,256
0.63% of portfolio
|
4
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$3,100
0.6% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$2,560
0.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$2,519
0.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS SCHW MS BITF 4 stocks |
$2,332
0.45% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
WPM AGI FNV AEM THM NG 6 stocks |
$2,330
0.45% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
ETR DUK WEC PEG EIX ES 6 stocks |
$2,163
0.42% of portfolio
|
5
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$2,099
0.41% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ CMCSA T 3 stocks |
$1,933
0.37% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
WABC LYG TFC 3 stocks |
$1,802
0.35% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX MCD CMG TXRH SG 5 stocks |
$1,682
0.33% of portfolio
|
5
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$1,678
0.33% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM ACN FISV FIS 4 stocks |
$1,446
0.28% of portfolio
|
4
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB LNG 2 stocks |
$1,263
0.24% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT ABT BSX 3 stocks |
$1,226
0.24% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX HII GD LHX 4 stocks |
$1,170
0.23% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT LAMR 2 stocks |
$1,146
0.22% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1,125
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$1,082
0.21% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$1,043
0.2% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$864
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH ELV 2 stocks |
$854
0.17% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO IQV 2 stocks |
$836
0.16% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
BSM COP AR 3 stocks |
$761
0.15% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG UL 2 stocks |
$721
0.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE ITW ETN 3 stocks |
$698
0.14% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
BKNG 1 stocks |
$694
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$656
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
BDX 1 stocks |
$618
0.12% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$553
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$542
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$517
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$475
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
N/A | N/A
RMI 1 stocks |
$463
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$445
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$434
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
AMAT 1 stocks |
$401
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO BCRX 2 stocks |
$392
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
BALL 1 stocks |
$371
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Silver | Basic Materials
AG SVM 2 stocks |
$341
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
GPC 1 stocks |
$333
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
NUE CLF 2 stocks |
$323
0.06% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
BE PLUG 2 stocks |
$312
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK 1 stocks |
$305
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$302
0.06% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$294
0.06% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$270
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
KMX 1 stocks |
$246
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$241
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
MLM 1 stocks |
$228
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$225
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
TMQ 1 stocks |
$26
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Coking Coal | Basic Materials
AREC 1 stocks |
$11
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|