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
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
26
+ 0.78%
$79.18 - $82.25 $2.06K - $2.14K
3.38K $273K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
97
+ 1.39%
$77.73 - $78.84 $7.54K - $7.65K
7.06K $549K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
105
+ 1.72%
$44.68 - $47.47 $4.69K - $4.98K
6.2K $290K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
178
+ 2.39%
$27.01 - $28.4 $4.81K - $5.06K
7.62K $209K
DFAU
Dimensional ETF Tr

ETFs
43
+ 0.35%
$44.77 - $47.01 $1.93K - $2.02K
12.3K $565K
FCAL
First Tr Iii Calif Mun High In

ETFs
36
+ 0.83%
$48.76 - $49.48 $1.76K - $1.78K
4.39K $216K
PEG
Public Service Enterprise Group Inc

Utilities
70
+ 2.7%
$79.86 - $84.83 $5.59K - $5.94K
2.67K $220K
SCHX
Schwab Strategic Tr Us Large C

ETFs
5
+ 0.06%
$25.85 - $27.19 $129 - $136
8.38K $222K
Blackrock ETF Trust
37.4K
+ 17.69%
N/A
249K $0
Global X Fds
6.82K
+ 18.47%
N/A
43.7K $0
Gsk PLC
151
+ 1.3%
N/A
11.8K $0
Blackrock ETF Trust
25.6K
+ 13.01%
N/A
222K $0
Blackrock ETF Trust Ii
9.5K
+ 16.59%
N/A
66.8K $0
Rb Global Inc
15
+ 0.59%
N/A
2.55K $0
HDV
Ishares Core High Dividend ETF

ETFs
2
+ 0.06%
$118.22 - $122.79 $236 - $246
3.22K $394K
Ishares Bitcoin Trust ETF
1.54K
+ 9.68%
N/A
17.5K $0
Ishares Tr
183
+ 0.84%
N/A
22K $0
Blackrock ETF Trust Ii
763
+ 16.64%
N/A
5.35K $0
SIZE
Ishares Msci Usa Size Factor E

ETFs
12
+ 0.46%
$156.74 - $163.36 $1.88K - $1.96K
2.63K $417K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1
+ 0.01%
$79.55 - $80.13 $79.6 - $80.1
8.09K $643K
DFAT
Dimensional ETF Tr U S Target

ETFs
5
+ 0.14%
$55.75 - $58.83 $279 - $294
3.64K $207K
FTCS
First Trust Capital Strength E

ETFs
6
+ 0.25%
$90.55 - $93.84 $543 - $563
2.38K $217K
ADP
Automatic Data Processing Inc

Industrials
158
+ 12.52%
$250.9 - $292.94 $39.6K - $46.3K
1.42K $356K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
75
+ 5.58%
$153.8 - $189.34 $11.5K - $14.2K
1.42K $223K
BALL
Ball Corp

Consumer Cyclical
13
+ 0.2%
$46.41 - $50.48 $603 - $656
6.6K $313K
SCHW
Schwab Charles Corp

Financial Services
78
+ 0.91%
$91.91 - $97.71 $7.17K - $7.62K
8.69K $798K
PM
Philip Morris International Inc.

Consumer Defensive
233
+ 3.06%
$144.33 - $160.86 $33.6K - $37.5K
7.86K $1.2M
PFF
Ishares Trust Ishares Pfd And

ETFs
1.49K
+ 1.05%
$30.84 - $31.79 $45.8K - $47.2K
143K $4.42M
ORCL
Oracle Corp

Technology
702
+ 12.47%
$217.57 - $313.0 $153K - $220K
6.33K $1.39M
META
Meta Platforms, Inc.

Communication Services
452
+ 9.02%
$609.01 - $751.67 $275K - $340K
5.47K $3.33M
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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