Cypress Wealth Services, LLC ETFs

Cypress Wealth Services, LLC

$474 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
FEZ Spdr Euro Stoxx 50 ETF	$0	$252,000 0.05% of portfolio	5,249	Q4 2024 Added 10.51%
IXC Ishares Tr Global Energy ETF	$0	$249,000 0.05% of portfolio	6,528	Q4 2024 Reduced 32.98%
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$249,000 0.05% of portfolio	3,113	Q4 2024 Reduced 7.43%
SDY Spdr Series Tr Spdr S&P Divide	$0	$244,000 0.05% of portfolio	1,850	Q4 2024 New
IJH Ishares Core S&P Mid Cap ETF	$0	$240,000 0.05% of portfolio	3,865	Q2 2024 Reduced 0.13%
ESGE Ishares, Inc. Ishares Esg Awar	$0	$228,000 0.05% of portfolio	6,844	Q4 2024 Reduced 7.39%
VHT Vanguard Health Care ETF	$0	$227,000 0.05% of portfolio	897	Q4 2024 Reduced 4.57%
SCHB Schwab Strategic Tr Us Broad M	$0	$217,000 0.05% of portfolio	9,595	Q4 2024 Added 178.76%
FXL First Tr Exchange Traded Fd Fi	$0	$216,000 0.05% of portfolio	1,456	Q3 2024 New
IBDS Ishares Tr Ibonds Dec 2027 Ter	$0	$212,000 0.04% of portfolio	8,867	Q4 2024 Reduced 21.62%
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$210,000 0.04% of portfolio	3,320	Q4 2024 New
FCAL First Tr Iii Calif Mun High In	$0	$209,000 0.04% of portfolio	4,250	Q4 2023 New
VGK Vanguard Ftse Europe ETF Ftse	$0	$208,000 0.04% of portfolio	3,292	Q4 2024 Reduced 3.83%
FTCS First Trust Capital Strength E	$0	$207,000 0.04% of portfolio	2,366	Q3 2024 Reduced 14.18%
XLU Utilities Sector Spdr	$0	$206,000 0.04% of portfolio	2,730	Q3 2024 New
DFAT Dimensional ETF Tr U S Target	$0	$205,000 0.04% of portfolio	3,685	Q4 2024 Added 0.14%
IBDQ Ishares Ibonds Dec 2025 Term C	$0	$204,000 0.04% of portfolio	8,183	Q4 2023 New
BJUN Innovator U.S. Equity Buffer E	$0	$200,000 0.04% of portfolio	5,125	Q2 2024 New

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