Cypress Wealth Services, LLC Incresed Positions in Q4 2024

Cypress Wealth Services, LLC

  • $474 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
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
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
SIZE
Ishares Msci Usa Size Factor E

ETFs
9
+ 0.46%
$146.95 - $158.89 $1.32K - $1.43K
1.95K $289K
Gsk PLC
2.3K
+ 23.81%
N/A
12K $0
Ishares Bitcoin Trust ETF
4.94K
+ 67.05%
N/A
12.3K $0
Blackrock ETF Trust Ii
6.49K
+ 14.2%
N/A
52.2K $0
EBAY
Ebay Inc

Consumer Cyclical
157
+ 4.71%
$57.51 - $67.17 $9.03K - $10.5K
3.49K $216K
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
Cava Group Inc
160
+ 3.36%
N/A
4.92K $0
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
499
+ 10.51%
$47.63 - $52.63 $23.8K - $26.3K
5.25K $252K
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
AG
First Majestic Silver Corp

Basic Materials
500
+ 2.08%
$5.39 - $7.94 $2.7K - $3.97K
24.5K $134K
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
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
SG
Sweetgreen, Inc.

Consumer Cyclical
483
+ 6.08%
$31.7 - $43.97 $15.3K - $21.2K
8.42K $270K
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
VZ
Verizon Communications Inc

Communication Services
1.57K
+ 8.54%
$39.6 - $45.21 $62.3K - $71.1K
20K $799K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
255
+ 1.46%
$55.73 - $61.23 $14.2K - $15.6K
17.8K $1M
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
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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