Cypress Wealth Services, LLC Reduced Holdings in Q4 2024

Cypress Wealth Services, LLC

  • $474 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BITF
Bitfarms LTD

Financial Services
-750
- 0.99%
$1.49 - $2.69 $1.12K - $2.02K
75.2K $111K
ORCL
Oracle Corp

Technology
-162
- 2.82%
$165.41 - $192.43 $26.8K - $31.2K
5.59K $931K
GBF
Ishares Tr

ETFs
-245
- 6.12%
$101.93 - $106.84 $25K - $26.2K
3.76K $383K
LYG
Lloyds Banking Group PLC

Financial Services
-2.09K
- 2.23%
$2.67 - $3.23 $5.57K - $6.74K
91.4K $248K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-1.26K
- 8.71%
$24.82 - $25.48 $31.2K - $32K
13.2K $327K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-546
- 7.39%
$33.39 - $37.66 $18.2K - $20.6K
6.84K $228K
F
Ford Motor CO

Consumer Cyclical
-317
- 0.56%
$9.69 - $11.4 $3.07K - $3.61K
56.3K $557K
VHT
Vanguard Health Care ETF

ETFs
-43
- 4.57%
$250.81 - $283.3 $10.8K - $12.2K
897 $227K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-131
- 3.83%
$63.27 - $70.31 $8.29K - $9.21K
3.29K $208K
VLUE
Ishares Msci Usa Value Factor

ETFs
-96
- 1.29%
$104.01 - $115.38 $9.98K - $11.1K
7.36K $777K
IXN
Ishares Global Information Tec

ETFs
-653
- 5.64%
$80.67 - $87.84 $52.7K - $57.4K
10.9K $925K
MO
Altria Group, Inc.

Consumer Defensive
-639
- 8.59%
$49.06 - $57.74 $31.3K - $36.9K
6.8K $355K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-512
- 1.61%
$20.08 - $20.61 $10.3K - $10.6K
31.3K $629K
BNDX
Vanguard Total International B

ETFs
-325
- 5.92%
$48.91 - $50.61 $15.9K - $16.4K
5.17K $253K
FNV
Franco Nevada Corp

Basic Materials
-40
- 1.53%
$113.26 - $137.22 $4.53K - $5.49K
2.58K $303K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-495
- 1.02%
$19.42 - $19.76 $9.61K - $9.78K
47.9K $932K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.47K
- 2.27%
$124.61 - $133.96 $183K - $197K
63.5K $8.18M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-250
- 7.43%
$78.43 - $87.17 $19.6K - $21.8K
3.11K $249K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-513
- 1.02%
$19.38 - $19.58 $9.94K - $10K
49.6K $964K
NG
Novagold Resources Inc

Basic Materials
-200
- 0.99%
$3.27 - $4.2 $654 - $840
19.9K $66K
GLD
Spdr Gold Trust

ETFs
-58
- 3.62%
$236.59 - $257.5 $13.7K - $14.9K
1.54K $373K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-3
- 0.08%
$74.5 - $78.37 $224 - $235
3.88K $289K
ACN
Accenture PLC

Technology
-30
- 2.52%
$343.9 - $376.86 $10.3K - $11.3K
1.16K $408K
FIS
Fidelity National Information Services, Inc.

Technology
-7
- 0.24%
$80.14 - $90.95 $561 - $637
2.95K $238K
VB
Vanguard Small Cap ETF

ETFs
-315
- 1.43%
$233.76 - $261.58 $73.6K - $82.4K
21.7K $5.22M
IYE
Ishares Tr

ETFs
-15
- 0.16%
$43.93 - $51.37 $659 - $771
9.43K $429K
PMAR
Innovator U.S. Equity Power Bu

ETFs
-1.16K
- 2.75%
$39.04 - $40.41 $45.2K - $46.8K
41K $1.65M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-296
- 0.62%
$20.6 - $20.71 $6.1K - $6.13K
47.1K $972K
IBM
International Business Machines Corp

Technology
-9
- 0.61%
$204.9 - $238.04 $1.84K - $2.14K
1.46K $320K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-170
- 0.48%
$63.58 - $71.15 $10.8K - $12.1K
35.4K $2.3M
IJAN
Innovator Etfs Tr Intl Dev Pwr
-5.47K
- 16.82%
N/A
27.1K $0
PDEC
Innovator U.S. Equity Power Bu
-995
- 10.1%
N/A
8.86K $0
TFC
Truist Financial Corp

Financial Services
-94
- 1.12%
$41.51 - $48.1 $3.9K - $4.52K
8.32K $361K
BSX
Boston Scientific Corp

Healthcare
-128
- 4.89%
$83.62 - $91.5 $10.7K - $11.7K
2.49K $222K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-90
- 5.86%
$370.24 - $418.94 $33.3K - $37.7K
1.45K $580K
TJX
Tjx Companies Inc

Consumer Cyclical
-55
- 1.32%
$112.15 - $127.2 $6.17K - $7K
4.12K $497K
ADP
Automatic Data Processing Inc

Industrials
-15
- 1.67%
$280.08 - $307.97 $4.2K - $4.62K
881 $257K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-23
- 0.15%
$100.38 - $107.86 $2.31K - $2.48K
15.4K $1.59M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-6.03K
- 1.96%
$66.77 - $71.52 $402K - $431K
302K $20.8M
IGM
Ishares Expanded Tech Sector E

ETFs
-7
- 0.09%
$94.19 - $106.95 $659 - $749
7.75K $791K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-5
- 3.91%
$4100.99 - $5300.34 $20.5K - $26.5K
123 $611K
AXP
American Express CO

Financial Services
-10
- 0.19%
$267.35 - $305.57 $2.67K - $3.06K
5.33K $1.58M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-150
- 1.86%
$47.29 - $84.74 $7.09K - $12.7K
7.91K $589K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-1.23K
- 4.26%
$316.94 - $357.88 $389K - $439K
27.6K $9.46M
IYW
Ishares Dj Us Tech ETF

ETFs
-931
- 1.75%
$148.14 - $166.23 $138K - $155K
52.3K $8.34M
IVV
Ishares Core S&P 500 ETF

ETFs
-609
- 1.01%
$570.51 - $610.59 $347K - $372K
60K $35.3M
GOOG
Alphabet Inc.

Communication Services
-121
- 0.73%
$163.08 - $198.16 $19.7K - $24K
16.5K $3.14M
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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