Cypress Wealth Services, LLC Purchases in Q4 2025

Cypress Wealth Services, LLC

  • $652 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
31.9K
+ 23.42%
$245.27 - $275.25 $7.82M - $8.78M
168K $44.9M
IVE
Ishares S&P 500 Value ETF

ETFs
30.2K
+ 50.82%
$202.52 - $212.07 $6.12M - $6.41M
89.7K $18.8M
MSFT
Microsoft Corp

Technology
8.4K
+ 49.61%
$496.82 - $542.07 $4.17M - $4.55M
25.3K $12.9M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
46K
+ 14.3%
$76.84 - $80.86 $3.53M - $3.72M
367K $29M
RBLX
Roblox Corp

Communication Services
29.3K
New
$101.27 - $138.56 $2.97M - $4.06M
29.3K $2.99M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
58.5K
+ 36.55%
$45.45 - $48.31 $2.66M - $2.83M
219K $10.4M
VIG
Vanguard Dividend Appreciation

ETFs
13.7K
+ 154.66%
N/A
22.6K $4.11M
AMZN
Amazon Com Inc

Consumer Cyclical
8.49K
+ 30.87%
$213.04 - $254.0 $1.81M - $2.16M
36K $8.45M
RDVY
First Trust Rising Dividend Ac

ETFs
35.3K
New
$65.02 - $68.31 $2.29M - $2.41M
35.3K $2.36M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
34.2K
+ 8.9%
$57.9 - $61.26 $1.98M - $2.1M
419K $25.1M
JPM
Jpmorgan Chase & CO

Financial Services
7.57K
+ 68.13%
$294.11 - $320.41 $2.23M - $2.43M
18.7K $5.61M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
18.5K
+ 74.89%
$117.68 - $124.18 $2.17M - $2.29M
43.1K $5.08M
GOOG
Alphabet Inc.

Communication Services
3.34K
+ 17.02%
$237.49 - $291.74 $792K - $973K
22.9K $6.55M
AVGO
Broadcom Inc.

Technology
4.75K
+ 58.15%
$324.63 - $385.98 $1.54M - $1.83M
12.9K $4.42M
CAT
Caterpillar Inc

Industrials
2.96K
New
$480.82 - $585.49 $1.42M - $1.73M
2.96K $1.63M
PG
Procter & Gamble CO

Consumer Defensive
11.1K
+ 354.31%
$145.5 - $153.18 $1.61M - $1.69M
14.2K $2.07M
IEMG
Ishares Inc

ETFs
29.5K
+ 31.61%
N/A
123K $6.59M
NVDA
Nvidia Corp

Technology
8.31K
+ 19.67%
$179.83 - $207.04 $1.5M - $1.72M
50.6K $9.44M
ENSG
Ensign Group, Inc

Healthcare
8.66K
New
$173.93 - $189.93 $1.51M - $1.64M
8.66K $1.54M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.32K
+ 14.9%
$653.02 - $687.39 $1.51M - $1.59M
17.9K $11.9M
GOOGL
Alphabet Inc.

Communication Services
1.37K
+ 4.82%
$236.57 - $291.31 $324K - $399K
29.8K $8.24M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
5.74K
+ 63.55%
$245.79 - $258.02 $1.41M - $1.48M
14.8K $3.63M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
56.7K
+ 11.5%
$23.37 - $23.7 $1.33M - $1.34M
550K $12.9M
OEF
Ishares S&P 100 ETF

ETFs
4.4K
+ 7.65%
N/A
61.9K $16.5M
VGT
Vanguard Information Technolog

ETFs
1.54K
New
$736.33 - $801.52 $1.13M - $1.23M
1.54K $1.16M
VLO
Valero Energy Corp

Energy
6.39K
New
$156.39 - $181.76 $1M - $1.16M
6.39K $1.16M
AIG
American International Group, Inc.

Financial Services
14.8K
New
$76.15 - $84.05 $1.13M - $1.25M
14.8K $1.15M
JNJ
Johnson & Johnson

Healthcare
5.1K
+ 71.18%
$185.98 - $199.58 $949K - $1.02M
12.3K $2.45M
CSCO
Cisco Systems, Inc.

Technology
12.1K
+ 91.8%
$67.46 - $78.0 $817K - $945K
25.3K $1.97M
IBM
International Business Machines Corp

Technology
3.47K
+ 187.02%
$275.97 - $314.98 $958K - $1.09M
5.33K $1.58M
CVX
Chevron Corp

Energy
6.48K
+ 64.01%
$148.9 - $157.72 $964K - $1.02M
16.6K $2.57M
IVW
Ishares S&P 500 Growth ETF

ETFs
7.61K
+ 5.68%
$118.29 - $126.28 $900K - $960K
141K $17.1M
MRK
Merck & Co., Inc.

Healthcare
9.85K
+ 256.95%
$82.49 - $92.93 $813K - $916K
13.7K $1.27M
PRK
Park National Corp

Financial Services
5.25K
New
$151.13 - $162.32 $793K - $852K
5.25K $819K
XLU
Utilities Sector Spdr

ETFs
8.22K
+ 300.7%
$87.89 - $92.9 $722K - $763K
10.9K $971K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.1K
+ 287.5%
$63.25 - $66.24 $703K - $736K
15K $961K
TSLA
Tesla, Inc.

Consumer Cyclical
2.82K
+ 22.36%
$401.99 - $468.37 $1.13M - $1.32M
15.4K $6.31M
USB
Us Bancorp \De\

Financial Services
15.3K
New
$45.28 - $48.26 $693K - $739K
15.3K $696K
JEPI
J P Morgan Exchange Traded Fd

ETFs
12.3K
New
$56.0 - $57.6 $687K - $707K
12.3K $696K
COST
Costco Wholesale Corp

Consumer Defensive
823
+ 16.91%
$910.94 - $954.99 $750K - $786K
5.69K $5.19M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
11.8K
+ 307.82%
$56.33 - $59.22 $663K - $697K
15.6K $901K
IAU
Ishares Gold Trust

ETFs
5.73K
+ 10.2%
$72.65 - $82.5 $416K - $473K
61.9K $4.77M
XLY
Select Sector Spdr Consumer Di

ETFs
2.91K
New
$228.75 - $242.18 $665K - $704K
2.91K $670K
XLE
Energy Sector Spdr

ETFs
7.05K
New
$85.22 - $92.02 $600K - $648K
7.05K $648K
XLG
Invesco Exchange Traded Fd Tr

ETFs
11K
New
$56.5 - $60.52 $620K - $664K
11K $643K
VCIT
Vanguard Intermediate Term Cor

ETFs
7.81K
+ 17.29%
$83.45 - $84.82 $652K - $663K
53K $4.43M
XLF
Financial Sector Spdr

ETFs
11.9K
New
$51.76 - $53.77 $616K - $639K
11.9K $623K
COF
Capital One Financial Corp

Financial Services
2.97K
New
$201.01 - $225.01 $598K - $669K
2.97K $597K
HD
Home Depot, Inc.

Consumer Cyclical
1.84K
+ 107.71%
$358.03 - $397.02 $660K - $732K
3.56K $1.27M
Activity Summary
Buys All Purchases 238 New Holdings 57 Increased Positions 181 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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