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
VOT
Vanguard Mid Cap Growth Index

ETFs
2.04K
New
$279.76 - $298.12 $571K - $609K
2.04K $571K
QCOM
Qualcomm Inc

Technology
3.4K
+ 171.74%
$153.59 - $187.68 $522K - $638K
5.38K $896K
MBB
Ishares Tr

ETFs
5.82K
+ 12.55%
$94.9 - $96.23 $552K - $560K
52.2K $4.96M
XLK
Technology Sector Spdr

ETFs
1.9K
New
$278.39 - $304.13 $530K - $579K
1.9K $548K
MUB
Ishares National Muni Bond ETF

ETFs
4.67K
+ 20.03%
$106.36 - $107.61 $497K - $503K
28K $2.99M
FIBR
Ishares U.S. Fixed Income Bala

ETFs
5.63K
New
N/A
5.63K $507K
ABBV
Abb Vie Inc.

Healthcare
2.12K
+ 85.22%
$211.96 - $244.38 $450K - $519K
4.61K $1.08M
XOM
Exxon Mobil Corp

Energy
3.48K
+ 21.66%
$110.64 - $119.78 $384K - $416K
19.5K $2.3M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
9.66K
+ 18.37%
$43.57 - $45.71 $421K - $442K
62.3K $2.81M
AMD
Advanced Micro Devices Inc

Technology
1.87K
New
$164.01 - $264.33 $307K - $495K
1.87K $450K
ITA
Ishares Tr

ETFs
2.18K
+ 28.66%
$205.04 - $218.9 $447K - $477K
9.78K $2.01M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
10.6K
New
$37.61 - $39.41 $400K - $419K
10.6K $410K
VT
Vanguard Total World Stk Index

ETFs
2.92K
New
$135.16 - $141.78 $394K - $414K
2.92K $406K
XLI
Industrial Sector Spdr

ETFs
2.65K
New
$149.9 - $155.79 $397K - $412K
2.65K $402K
AMGN
Amgen Inc

Healthcare
656
+ 21.88%
$290.13 - $341.71 $190K - $224K
3.65K $1.25M
DE
Deere & CO

Industrials
792
+ 76.97%
$439.11 - $480.78 $348K - $381K
1.82K $866K
PLTR
Palantir Technologies Inc.

Technology
2.48K
+ 57.62%
$172.14 - $207.18 $426K - $513K
6.77K $1.18M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.8K
+ 6.2%
$46.57 - $47.16 $410K - $415K
151K $7.02M
VZ
Verizon Communications Inc

Communication Services
10.8K
+ 54.07%
$38.4 - $43.83 $415K - $474K
30.8K $1.26M
VBR
Vanguard Small Cap Value ETF

ETFs
1.84K
New
$201.42 - $211.15 $371K - $389K
1.84K $378K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
597
+ 5.35%
$475.68 - $513.11 $284K - $306K
11.8K $5.98M
AZN
Astrazeneca PLC

Healthcare
4.15K
New
$81.15 - $89.4 $336K - $371K
4.15K $370K
VNQ
Vanguard Specialized Funds Van

ETFs
4.1K
New
$88.13 - $92.69 $361K - $380K
4.1K $367K
RY
Royal Bank Of Canada

Financial Services
2.49K
New
$143.64 - $149.05 $357K - $371K
2.49K $365K
VEA
Vanguard Ftse Developed Market

ETFs
3.65K
+ 3.7%
$59.18 - $62.09 $216K - $227K
102K $6.27M
BE
Bloom Energy Corp

Industrials
181
+ 1.45%
$86.06 - $142.37 $15.6K - $25.8K
12.7K $1.42M
ISRG
Intuitive Surgical Inc

Healthcare
648
New
$429.59 - $576.2 $278K - $373K
648 $354K
V
Visa Inc.

Financial Services
1.25K
+ 35.51%
$325.75 - $352.42 $407K - $441K
4.77K $1.55M
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.74K
New
$74.09 - $75.1 $351K - $356K
4.74K $351K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
701
+ 37.27%
$454.87 - $482.76 $319K - $338K
2.58K $1.22M
SYK
Stryker Corp

Healthcare
933
New
$353.81 - $388.35 $330K - $362K
933 $336K
AMAT
Applied Materials Inc

Technology
1.23K
+ 57.13%
$209.95 - $240.89 $259K - $297K
3.39K $776K
SBRA
Sabra Health Care Reit, Inc.

Real Estate
17.5K
New
$17.23 - $19.16 $302K - $336K
17.5K $327K
IGM
Ishares Expanded Tech Sector E

ETFs
2.45K
+ 32.35%
$124.25 - $135.72 $304K - $332K
10K $1.28M
WFC
Wells Fargo & Company

Financial Services
3.93K
+ 22.86%
$77.62 - $87.3 $305K - $343K
21.1K $1.76M
SHEL
Shell PLC

Energy
4.21K
New
$71.37 - $77.01 $301K - $324K
4.21K $319K
MPC
Marathon Petroleum Corp

Energy
1.59K
New
$180.89 - $200.13 $288K - $319K
1.59K $318K
AFL
Aflac Inc

Financial Services
2.72K
New
$105.7 - $115.01 $287K - $312K
2.72K $310K
XLP
Consumer Staples Sector Spdr

ETFs
4.01K
New
N/A
4.01K $304K
TXN
Texas Instruments Inc

Technology
1.55K
+ 41.27%
N/A
5.32K $1.03M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.04K
New
$291.71 - $309.36 $302K - $320K
1.04K $301K
MCD
Mcdonalds Corp

Consumer Cyclical
969
+ 79.23%
$293.81 - $310.11 $285K - $300K
2.19K $668K
HSUN
Hartford Fds Exchange Traded T

ETFs
8.53K
New
N/A
8.53K $291K
BNDX
Vanguard Total International B

ETFs
5.79K
+ 17.02%
$49.3 - $49.91 $285K - $289K
39.8K $1.97M
KMI
Kinder Morgan, Inc.

Energy
10.5K
New
$25.84 - $28.46 $271K - $298K
10.5K $287K
KO
Coca Cola CO

Consumer Defensive
3.27K
+ 32.06%
$66.1 - $71.61 $216K - $234K
13.5K $952K
WMT
Walmart Inc.

Consumer Defensive
2.68K
+ 17.9%
$101.18 - $109.03 $272K - $293K
17.7K $1.82M
INTU
Intuit Inc

Technology
423
New
$641.79 - $683.39 $271K - $289K
423 $273K
T
At&T Inc.

Communication Services
12.3K
+ 84.16%
$24.44 - $27.55 $301K - $339K
26.9K $685K
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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