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
MS
Morgan Stanley

Financial Services
1.7K
+ 83.54%
$151.86 - $169.92 $257K - $288K
3.72K $593K
RTX
Raytheon Technologies Corp

Industrials
1.36K
+ 62.0%
$157.0 - $179.44 $214K - $245K
3.56K $625K
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.29K
+ 14.55%
$66.04 - $69.67 $284K - $299K
33.8K $2.27M
LPLA
Lpl Financial Holdings Inc.

Financial Services
661
New
$312.18 - $378.94 $206K - $250K
661 $244K
AXP
American Express CO

Financial Services
551
+ 8.99%
$316.26 - $372.77 $174K - $205K
6.68K $2.28M
NFLX
Netflix Inc

Communication Services
10.7K
+ 1226.26%
$110.29 - $1241.35 $1.18M - $13.3M
11.6K $1.28M
XLV
Select Sector Spdr Fund Health

ETFs
1.52K
New
$141.95 - $152.82 $215K - $232K
1.52K $230K
CVS
Cvs Health Corp

Healthcare
2.89K
New
$76.69 - $83.04 $222K - $240K
2.89K $226K
MU
Micron Technology Inc

Technology
247
+ 12.84%
$181.6 - $253.3 $44.9K - $62.6K
2.17K $535K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
219
+ 1.64%
$600.51 - $631.95 $132K - $138K
13.6K $8.41M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.33K
+ 88.27%
$91.7 - $105.68 $214K - $246K
4.97K $491K
BA
Boeing CO

Industrials
1.06K
New
$191.81 - $225.32 $203K - $239K
1.06K $203K
INTC
Intel Corp

Technology
5.79K
New
$34.71 - $41.53 $201K - $241K
5.79K $201K
AON
Aon PLC

Financial Services
575
New
$326.07 - $366.93 $187K - $211K
575 $201K
VHT
Vanguard Health Care ETF

ETFs
708
New
$264.7 - $283.93 $187K - $201K
708 $200K
NKE
Nike, Inc.

Consumer Cyclical
3.17K
New
$60.8 - $74.57 $193K - $237K
3.17K $199K
NSC
Norfolk Southern Corp

Industrials
714
+ 106.57%
$279.53 - $300.15 $200K - $214K
1.38K $393K
LMT
Lockheed Martin Corp

Industrials
437
+ 76.0%
$452.1 - $514.24 $198K - $225K
1.01K $476K
ITW
Illinois Tool Works Inc

Industrials
826
+ 89.69%
$242.03 - $260.73 $200K - $215K
1.75K $426K
MA
Mastercard Inc

Financial Services
414
+ 34.16%
$536.85 - $580.45 $222K - $240K
1.63K $872K
EMB
Ishares Tr

ETFs
1.78K
+ 12.31%
$94.63 - $97.03 $169K - $173K
16.3K $1.56M
IWM
Ishares Russell 2000 ETF

ETFs
766
+ 59.2%
$236.79 - $250.33 $181K - $192K
2.06K $489K
GS
Goldman Sachs Group Inc

Financial Services
265
+ 14.13%
$744.6 - $838.97 $197K - $222K
2.14K $1.66M
PSLV
Sprott Physical Silver Trust

Financial Services
3.4K
+ 3.96%
$15.32 - $18.07 $52K - $61.4K
89.2K $1.49M
SHOP
Shopify Inc.

Technology
1.27K
+ 7.42%
$146.04 - $179.01 $186K - $228K
18.4K $2.69M
TFC
Truist Financial Corp

Financial Services
3.27K
+ 38.6%
$41.09 - $45.64 $134K - $149K
11.7K $526K
FISV
Fiserv Inc

Technology
1.03K
+ 44.57%
N/A
3.33K $417K
ACN
Accenture PLC

Technology
573
+ 34.96%
$234.02 - $253.35 $134K - $145K
2.21K $533K
HON
Honeywell International Inc

Industrials
756
+ 38.03%
$194.07 - $220.67 $147K - $167K
2.74K $538K
CL
Colgate Palmolive CO

Consumer Defensive
1.53K
+ 58.46%
$74.98 - $79.86 $115K - $123K
4.16K $327K
PEP
Pepsico Inc

Consumer Defensive
626
+ 19.09%
$138.84 - $153.71 $86.9K - $96.2K
3.91K $577K
EBAY
Ebay Inc

Consumer Cyclical
1.56K
+ 69.92%
$80.85 - $99.58 $126K - $155K
3.78K $316K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
10.7K
+ 20.61%
$10.68 - $10.92 $114K - $116K
62.4K $669K
ADBE
Adobe Inc.

Technology
377
+ 63.15%
$325.07 - $359.91 $123K - $136K
974 $316K
HYG
Ishares Tr

ETFs
1.81K
+ 4.17%
$79.95 - $81.28 $145K - $147K
45.3K $3.63M
MO
Altria Group, Inc.

Consumer Defensive
2.36K
+ 47.65%
$56.38 - $66.65 $133K - $158K
7.33K $425K
IWD
Ishares Russell 1000 Val ETF

ETFs
470
+ 28.91%
$199.44 - $208.01 $93.7K - $97.8K
2.1K $429K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1.63K
+ 5.74%
$51.27 - $51.8 $83.3K - $84.2K
29.9K $1.55M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1K
+ 3.21%
$102.37 - $105.36 $103K - $106K
32.2K $3.31M
CRM
Salesforce, Inc.

Technology
378
+ 12.81%
$235.69 - $263.41 $89.1K - $99.6K
3.33K $789K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.92K
+ 17.6%
$23.04 - $23.36 $90.4K - $91.6K
26.2K $605K
VTI
Vanguard Total Stock Market Et

ETFs
252
+ 6.55%
$321.8 - $337.95 $81.1K - $85.2K
4.1K $1.35M
SYY
Sysco Corp

Consumer Defensive
1.59K
+ 40.63%
$72.9 - $83.27 $116K - $133K
5.52K $412K
BK
Bank Of New York Mellon Corp

Financial Services
760
+ 37.06%
$104.54 - $112.64 $79.5K - $85.6K
2.81K $310K
BAC
Bank Of America Corp

Financial Services
1.7K
+ 17.33%
$48.65 - $54.11 $82.7K - $91.9K
11.5K $592K
OGN
Organon & Co.

Healthcare
11.5K
New
$6.34 - $11.01 $73.2K - $127K
11.5K $86K
BKNG
Booking Holdings Inc.

Consumer Cyclical
33
+ 27.27%
$4804.01 - $5424.55 $159K - $179K
154 $739K
VUG
Vanguard Growth ETF

ETFs
165
+ 12.3%
$470.44 - $504.26 $77.6K - $83.2K
1.51K $728K
EFA
Ishares Tr Msci Eafe ETF

ETFs
700
+ 7.43%
$92.24 - $96.56 $64.6K - $67.6K
10.1K $963K
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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