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
EBAY
Ebay Inc

Consumer Cyclical
157
+ 4.71%
$57.51 - $67.17 $9.03K - $10.5K
3.49K $216K
Aim ETF Products Trust
12.6K
New
N/A
12.6K $0
Aim ETF Products Trust
30.4K
New
N/A
30.4K $0
ABT
Abbott Laboratories

Healthcare
20
+ 0.69%
$111.93 - $119.39 $2.24K - $2.39K
2.92K $330K
IFRA
Ishares Tr

ETFs
632
+ 1.33%
$45.94 - $51.71 $29K - $32.7K
48K $2.22M
ADBE
Adobe Inc.

Technology
69
+ 14.05%
$437.39 - $552.96 $30.2K - $38.2K
560 $249K
WEC
Wec Energy Group, Inc.

Utilities
25
+ 0.81%
$92.94 - $101.82 $2.32K - $2.55K
3.11K $292K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13
+ 0.25%
$113.92 - $127.38 $1.48K - $1.66K
5.2K $598K
MLM
Martin Marietta Materials Inc

Basic Materials
3
+ 0.73%
$516.5 - $619.58 $1.55K - $1.86K
414 $213K
PEG
Public Service Enterprise Group Inc

Utilities
36
+ 1.41%
$81.87 - $94.51 $2.95K - $3.4K
2.59K $218K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
284K
+ 109.17%
$22.63 - $47.53 $6.42M - $13.5M
543K $12.3M
SG
Sweetgreen, Inc.

Consumer Cyclical
483
+ 6.08%
$31.7 - $43.97 $15.3K - $21.2K
8.42K $270K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.15K
+ 178.76%
$22.01 - $66.82 $135K - $411K
9.6K $217K
PG
Procter & Gamble CO

Consumer Defensive
28
+ 0.97%
$161.05 - $179.7 $4.51K - $5.03K
2.91K $488K
HD
Home Depot, Inc.

Consumer Cyclical
32
+ 2.05%
$385.02 - $431.37 $12.3K - $13.8K
1.6K $620K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.18%
$288.47 - $316.54 $577 - $633
1.09K $315K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
121
+ 0.65%
$56.06 - $61.35 $6.78K - $7.42K
18.7K $1.06M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
223
+ 0.71%
$49.79 - $51.14 $11.1K - $11.4K
31.7K $1.59M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.68K
+ 9.38%
$55.45 - $61.08 $260K - $286K
54.6K $3.03M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
255
+ 1.46%
$55.73 - $61.23 $14.2K - $15.6K
17.8K $1M
VZ
Verizon Communications Inc

Communication Services
1.57K
+ 8.54%
$39.6 - $45.21 $62.3K - $71.1K
20K $799K
GD
General Dynamics Corp

Industrials
26
+ 2.79%
$260.28 - $314.03 $6.77K - $8.16K
958 $252K
DFAI
Dimensional ETF Tr

ETFs
30
+ 0.26%
$29.0 - $31.6 $870 - $948
11.6K $338K
MDT
Medtronic PLC

Healthcare
431
+ 6.59%
$79.61 - $92.24 $34.3K - $39.8K
6.98K $557K
PEP
Pepsico Inc

Consumer Defensive
37
+ 1.69%
$151.29 - $176.1 $5.6K - $6.52K
2.22K $337K
IQV
Iqvia Holdings Inc.

Healthcare
57
+ 4.81%
$190.97 - $236.63 $10.9K - $13.5K
1.24K $244K
MRK
Merck & Co., Inc.

Healthcare
111
+ 3.15%
$96.31 - $114.76 $10.7K - $12.7K
3.64K $362K
ABBV
Abb Vie Inc.

Healthcare
53
+ 1.94%
$164.99 - $203.87 $8.74K - $10.8K
2.79K $495K
SLV
I Shares Silver Trust

ETFs
100
+ 0.34%
$26.33 - $31.74 $2.63K - $3.17K
29.2K $768K
CMCSA
Comcast Corp

Communication Services
488
+ 2.73%
$37.39 - $45.14 $18.2K - $22K
18.4K $690K
ELV
Elevance Health, Inc.

Healthcare
117
+ 17.23%
$365.96 - $514.62 $42.8K - $60.2K
796 $294K
KO
Coca Cola CO

Consumer Defensive
395
+ 4.43%
$61.74 - $71.71 $24.4K - $28.3K
9.32K $580K
VCIT
Vanguard Intermediate Term Cor

ETFs
1K
+ 2.28%
$80.13 - $83.77 $80.5K - $84.1K
45.1K $3.62M
UNH
Unitedhealth Group Inc

Healthcare
80
+ 5.54%
$485.52 - $625.25 $38.8K - $50K
1.53K $771K
AMT
American Tower Corp

Real Estate
45
+ 1.75%
$179.4 - $232.01 $8.07K - $10.4K
2.62K $479K
LLY
Eli Lilly & CO

Healthcare
83
+ 4.02%
$727.2 - $932.06 $60.4K - $77.4K
2.15K $1.66M
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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