Cypress Wealth Services, LLC Incresed Positions in Q4 2025

Cypress Wealth Services, LLC

  • $652 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
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
DUK
Duke Energy Corp

Utilities
599
+ 11.87%
$121.57 - $129.03 $72.8K - $77.3K
5.65K $706K
C
Citigroup Inc

Financial Services
915
+ 39.07%
$93.93 - $102.87 $85.9K - $94.1K
3.26K $319K
EEM
Ishares Msci Emerging Markets

ETFs
1.03K
+ 7.91%
$51.94 - $56.01 $53.4K - $57.6K
14K $770K
F
Ford Motor CO

Consumer Cyclical
192
+ 0.34%
$11.41 - $13.84 $2.19K - $2.66K
56.8K $748K
MCK
Mckesson Corp

Healthcare
51
+ 12.23%
$738.06 - $859.37 $37.6K - $43.8K
468 $394K
LNG
Cheniere Energy, Inc.

Energy
586
+ 21.19%
$205.63 - $235.74 $120K - $138K
3.35K $721K
NVS
Novartis Ag

Healthcare
480
+ 22.58%
$121.8 - $132.39 $58.5K - $63.5K
2.61K $342K
TLT
Ishares Barclays 20+ Year Trea

ETFs
793
+ 25.08%
$88.67 - $92.06 $70.3K - $73K
3.96K $351K
FIS
Fidelity National Information Services, Inc.

Technology
1.18K
+ 23.98%
$61.5 - $68.57 $72.4K - $80.7K
6.09K $390K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.25K
+ 16.24%
$42.19 - $45.31 $52.9K - $56.8K
8.98K $400K
VCV
Invesco California Value Municipal Income Trust

Financial Services
1.2K
+ 1.76%
$10.53 - $11.33 $12.6K - $13.5K
69.2K $784K
COP
Conocophillips

Energy
916
+ 27.47%
$85.66 - $95.46 $78.5K - $87.4K
4.25K $377K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
452
+ 24.3%
$136.06 - $140.64 $61.5K - $63.6K
2.31K $319K
VTV
Vanguard Value ETF

ETFs
296
+ 8.16%
$182.87 - $189.72 $54.1K - $56.2K
3.92K $734K
MLM
Martin Marietta Materials Inc

Basic Materials
119
+ 28.54%
$596.44 - $656.85 $71K - $78.2K
536 $319K
CHKP
Check Point Software Technologies LTD

Technology
333
+ 33.37%
$188.36 - $204.97 $62.7K - $68.3K
1.33K $262K
CEV
Eaton Vance California Municipal Income Trust

Financial Services
2.83K
+ 5.11%
$10.06 - $10.5 $28.5K - $29.7K
58.2K $611K
LHX
L3 Harris Technologies, Inc.

Industrials
222
+ 28.35%
$283.87 - $306.76 $63K - $68.1K
1.01K $290K
ADI
Analog Devices Inc

Technology
264
+ 30.0%
$225.32 - $246.37 $59.5K - $65K
1.14K $263K
GLD
Spdr Gold Trust

ETFs
35
+ 2.18%
$354.79 - $403.15 $12.4K - $14.1K
1.64K $616K
WM
Waste Management Inc

Industrials
319
+ 16.7%
$196.77 - $219.98 $62.8K - $70.2K
2.23K $466K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
125
+ 5.95%
$280.66 - $305.09 $35.1K - $38.1K
2.23K $627K
GE
General Electric CO

Industrials
140
+ 13.57%
$291.49 - $314.28 $40.8K - $44K
1.17K $351K
IWF
Ishares Russell 1000 Gr ETF

ETFs
74
+ 5.03%
$459.47 - $491.71 $34K - $36.4K
1.54K $727K
LAMR
Lamar Advertising CO

Real Estate
31
+ 0.68%
$116.11 - $129.63 $3.6K - $4.02K
4.59K $595K
CRWD
Crowd Strike Holdings, Inc.

Technology
3
+ 0.46%
$482.23 - $557.53 $1.45K - $1.67K
655 $352K
TMQ
Trilogy Metals Inc.

Basic Materials
1.5K
+ 7.65%
$2.08 - $10.6 $3.12K - $15.9K
21.1K $74K
VV
Vanguard Large Cap ETF

ETFs
52
+ 1.01%
$301.9 - $317.98 $15.7K - $16.5K
5.21K $1.62M
ICVT
Ishares Tr Convertible Bond Et

ETFs
340
+ 12.57%
$98.1 - $103.73 $33.4K - $35.3K
3.05K $298K
UNH
Unitedhealth Group Inc

Healthcare
207
+ 13.13%
$320.52 - $369.92 $66.3K - $76.6K
1.78K $571K
LOW
Lowes Companies Inc

Consumer Cyclical
369
+ 16.84%
$225.0 - $247.99 $83K - $91.5K
2.56K $576K
SRE
Sempra Energy

Utilities
198
+ 6.13%
$89.26 - $94.01 $17.7K - $18.6K
3.43K $315K
DVY
Ishares Tr

ETFs
378
+ 2.02%
$138.1 - $143.11 $52.2K - $54.1K
19.1K $2.69M
PPA
Invesco Exchange Traded Fd Tr

ETFs
213
+ 14.25%
$150.5 - $159.55 $32.1K - $34K
1.71K $257K
VDE
Vanguard Energy ETF

ETFs
33
+ 0.62%
$120.37 - $129.34 $3.97K - $4.27K
5.32K $688K
ITOT
Ishares Core S&P Total U.S. St

ETFs
114
+ 1.37%
$142.79 - $150.05 $16.3K - $17.1K
8.44K $1.24M
NUE
Nucor Corp

Basic Materials
18
+ 1.13%
$131.78 - $154.43 $2.37K - $2.78K
1.61K $238K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
249
+ 5.09%
$61.09 - $64.21 $15.2K - $16K
5.14K $324K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2K
+ 35.51%
$29.81 - $42.36 $59.5K - $84.6K
7.62K $240K
ENB
Enbridge Inc

Energy
1.2K
+ 8.55%
$46.39 - $50.07 $55.9K - $60.3K
15.3K $729K
FCX
Freeport Mcmoran Inc

Basic Materials
343
+ 5.9%
$38.65 - $43.31 $13.3K - $14.9K
6.16K $247K
SDOG
Alps Sector Dividend Dogs ETF

ETFs
513
+ 2.84%
$58.18 - $60.69 $29.8K - $31.1K
18.6K $1.11M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
101
+ 0.22%
$137.47 - $143.13 $13.9K - $14.5K
46K $6.48M
TJX
Tjx Companies Inc

Consumer Cyclical
27
+ 0.64%
$138.56 - $147.63 $3.74K - $3.99K
4.25K $620K
DBEU
Xtrackers Msci Europe Hedged E

ETFs
54
+ 1.2%
$46.43 - $48.4 $2.51K - $2.61K
4.54K $215K
BFZ
Blackrock California Municipal Income Trust

Financial Services
1.16K
+ 2.1%
$10.81 - $11.06 $12.5K - $12.8K
56.3K $612K
WEC
Wec Energy Group, Inc.

Utilities
172
+ 5.74%
$110.61 - $117.5 $19K - $20.2K
3.17K $351K
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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