Cypress Wealth Services, LLC Purchases in Q4 2024

Cypress Wealth Services, LLC

  • $474 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
285
+ 3.55%
$63.31 - $82.85 $18K - $23.6K
8.31K $615K
LNG
Cheniere Energy, Inc.

Energy
5
+ 0.2%
$181.07 - $225.92 $905 - $1.13K
2.51K $539K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
201
+ 11.39%
$172.07 - $207.36 $34.6K - $41.7K
1.97K $388K
CSCO
Cisco Systems, Inc.

Technology
125
+ 1.03%
$52.45 - $60.02 $6.56K - $7.5K
12.3K $727K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
179
+ 11.16%
$417.69 - $450.94 $74.8K - $80.7K
1.78K $758K
PSLV
Sprott Physical Silver Trust

Financial Services
13K
+ 21.17%
$9.65 - $11.76 $125K - $152K
74.1K $715K
BAC
Bank Of America Corp

Financial Services
608
+ 5.45%
$39.22 - $47.77 $23.8K - $29K
11.8K $516K
EFG
Msci Eafe Growth ETF

ETFs
14.3K
+ 11.79%
$96.83 - $106.88 $1.38M - $1.53M
136K $13.1M
SRE
Sempra Energy

Utilities
677
+ 26.98%
$80.81 - $94.77 $54.7K - $64.2K
3.19K $279K
PM
Philip Morris International Inc.

Consumer Defensive
643
+ 9.53%
$118.38 - $133.06 $76.1K - $85.6K
7.39K $889K
KKR
Kkr & Co. Inc.

Financial Services
54
+ 1.62%
$129.87 - $162.87 $7.01K - $8.79K
3.39K $500K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
291
+ 2.91%
$442.29 - $483.08 $129K - $141K
10.3K $4.66M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
78.7K
+ 215.32%
$26.93 - $84.95 $2.12M - $6.68M
115K $3.15M
ICVT
Ishares Tr Convertible Bond Et

ETFs
625
+ 24.59%
$83.09 - $89.28 $51.9K - $55.8K
3.17K $269K
T
At&T Inc.

Communication Services
1.91K
+ 15.59%
$21.22 - $23.88 $40.6K - $45.7K
14.2K $322K
MA
Mastercard Inc

Financial Services
18
+ 1.53%
$491.3 - $536.15 $8.84K - $9.65K
1.2K $630K
BX
Blackstone Inc.

Financial Services
21
+ 1.1%
$148.45 - $199.05 $3.12K - $4.18K
1.93K $333K
EMB
Ishares Tr

ETFs
976
+ 9.2%
$88.94 - $93.46 $86.8K - $91.2K
11.6K $1.03M
HON
Honeywell International Inc

Industrials
1
+ 0.05%
$202.84 - $236.0 $203 - $236
1.95K $440K
KMX
Carmax Inc

Consumer Cyclical
179
+ 5.21%
$71.11 - $87.2 $12.7K - $15.6K
3.61K $295K
ENB
Enbridge Inc

Energy
62
+ 0.44%
$40.4 - $43.92 $2.5K - $2.72K
14.2K $603K
PHYS
Sprott Physical Gold Trust

Financial Services
1.82K
+ 4.43%
$19.66 - $21.66 $35.7K - $39.4K
42.9K $864K
IWM
Ishares Russell 2000 ETF

ETFs
91
+ 7.55%
$216.13 - $242.4 $19.7K - $22.1K
1.3K $286K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
90
+ 1.49%
$46.48 - $51.32 $4.18K - $4.62K
6.11K $294K
DFAU
Dimensional ETF Tr

ETFs
14
+ 0.11%
$39.27 - $42.38 $550 - $593
13.2K $533K
VIG
Vanguard Dividend Appreciation

ETFs
54
+ 0.61%
N/A
8.96K $1.63M
FISV
Fiserv Inc

Technology
76
+ 6.12%
N/A
1.32K $165K
APD
Air Products & Chemicals, Inc.

Basic Materials
59
+ 3.17%
$285.5 - $335.62 $16.8K - $19.8K
1.92K $556K
VDE
Vanguard Energy ETF

ETFs
63
+ 1.29%
$116.67 - $136.78 $7.35K - $8.62K
4.95K $600K
SIZE
Ishares Msci Usa Size Factor E

ETFs
9
+ 0.46%
$146.95 - $158.89 $1.32K - $1.43K
1.95K $289K
DFAT
Dimensional ETF Tr U S Target

ETFs
5
+ 0.14%
$54.54 - $61.04 $273 - $305
3.69K $205K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
456
+ 2.26%
$22.39 - $23.45 $10.2K - $10.7K
20.6K $473K
Aim ETF Products Trust
8.14K
New
N/A
8.14K $0
Rb Global Inc
2.49K
New
N/A
2.49K $0
Blackrock ETF Trust Ii
6.49K
+ 14.2%
N/A
52.2K $0
Niocorp Devs LTD
14.1K
New
N/A
14.1K $0
Gsk PLC
2.3K
+ 23.81%
N/A
12K $0
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
499
+ 10.51%
$47.63 - $52.63 $23.8K - $26.3K
5.25K $252K
Blackrock Inc
1K
New
N/A
1K $0
Innovator Etfs Trust
12.8K
New
N/A
12.8K $0
Cava Group Inc
160
+ 3.36%
N/A
4.92K $0
Aim ETF Products Trust
99.7K
New
N/A
99.7K $0
STRV
Ea Ser Tr Strive 500 ETF
469
+ 7.47%
N/A
6.74K $0
WM
Waste Management Inc

Industrials
53
+ 2.79%
$201.79 - $228.46 $10.7K - $12.1K
1.95K $393K
Innovator Etfs Trust
27.4K
New
N/A
27.4K $0
Innovator Etfs Trust
63.9K
New
N/A
63.9K $0
Innovator Etfs Trust
38.9K
New
N/A
38.9K $0
Innovator Etfs Trust
9.06K
New
N/A
9.06K $0
Ishares Bitcoin Trust ETF
4.94K
+ 67.05%
N/A
12.3K $0
Activity Summary
Buys All Purchases 137 New Holdings 28 Increased Positions 109 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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