Cypress Wealth Services, LLC Sells in Q4 2025

Cypress Wealth Services, LLC

  • $652 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-39.4K
- 33.11%
$191.01 - $199.18 $7.54M - $7.86M
79.7K $15.5M
EFG
Msci Eafe Growth ETF

ETFs
-8.16K
- 21.48%
$112.91 - $117.61 $922K - $960K
29.8K $3.42M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-8.37K
- 52.29%
$92.34 - $95.43 $773K - $799K
7.64K $719K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-7.16K
- 25.81%
$49.98 - $50.59 $358K - $362K
20.6K $1.03M
IYW
Ishares Dj Us Tech ETF

ETFs
-2.05K
- 9.35%
$192.8 - $211.27 $395K - $433K
19.8K $3.95M
ETR
Entergy Corp

Utilities
-3.52K
- 46.6%
$93.4 - $97.65 $329K - $344K
4.04K $383K
XCEM
Columbia ETF Tr Ii

ETFs
-9.41K
- 33.98%
$36.03 - $38.99 $339K - $367K
18.3K $699K
BDX
Becton Dickinson & CO

Healthcare
-1.54K
- 39.32%
$176.39 - $193.93 $271K - $298K
2.38K $453K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-9.18K
- 9.21%
$26.44 - $27.53 $243K - $253K
90.5K $2.47M
VO
Vanguard Mid Cap ETF

ETFs
-188
- 0.81%
$286.27 - $296.23 $53.8K - $55.7K
23.1K $6.63M
DIS
Walt Disney CO

Communication Services
-1.38K
- 19.56%
$105.69 - $116.65 $146K - $161K
5.69K $601K
WPM
Wheaton Precious Metals Corp.

Basic Materials
-1.35K
- 17.6%
$94.37 - $113.5 $128K - $154K
6.34K $660K
APD
Air Products & Chemicals, Inc.

Basic Materials
-571
- 31.19%
$237.56 - $271.47 $136K - $155K
1.26K $326K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-743
- 2.87%
$394.96 - $425.89 $293K - $316K
25.1K $10.3M
SBUX
Starbucks Corp

Consumer Cyclical
-1.63K
- 22.84%
$78.46 - $87.26 $128K - $142K
5.51K $466K
IFRA
Ishares Tr

ETFs
-2.16K
- 20.83%
$52.02 - $54.04 $112K - $116K
8.19K $426K
FNV
Franco Nevada Corp

Basic Materials
-346
- 18.14%
$183.97 - $222.27 $63.7K - $76.9K
1.56K $307K
PEAK
Healthpeak Properties, Inc.

Real Estate
-6.05K
- 26.7%
N/A
16.6K $315K
GPC
Genuine Parts CO

Consumer Cyclical
-620
- 22.37%
$122.69 - $140.39 $76.1K - $87K
2.15K $273K
AMT
American Tower Corp

Real Estate
-437
- 17.01%
$176.64 - $193.32 $77.2K - $84.5K
2.13K $384K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.14K
- 20.42%
$67.07 - $73.01 $144K - $156K
8.34K $598K
CMCSA
Comcast Corp

Communication Services
-696
- 3.56%
$26.98 - $31.09 $18.8K - $21.6K
18.8K $512K
VB
Vanguard Small Cap ETF

ETFs
-4
- 0.02%
$248.1 - $260.08 $992 - $1.04K
22.1K $5.53M
VDC
Vanguard Consumer Staples ETF

ETFs
-279
- 2.43%
$206.7 - $217.75 $57.7K - $60.8K
11.2K $2.36M
NG
Novagold Resources Inc

Basic Materials
-10K
- 49.47%
$7.71 - $10.51 $77.1K - $105K
10.2K $88K
AG
First Majestic Silver Corp

Basic Materials
-5.38K
- 26.6%
$10.67 - $15.33 $57.4K - $82.4K
14.8K $178K
BX
Blackstone Inc.

Financial Services
-7
- 0.35%
$138.42 - $168.45 $969 - $1.18K
2K $276K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-625
- 16.92%
$99.87 - $101.27 $62.4K - $63.3K
3.07K $306K
EFV
Msci Eafe Value ETF

ETFs
-9.67K
- 3.82%
$66.73 - $70.99 $646K - $687K
244K $17.1M
ARCC
Ares Capital Corp

Financial Services
-2.69K
- 15.39%
$18.9 - $20.61 $50.9K - $55.5K
14.8K $299K
APP
App Lovin Corp

Technology
-1
- 0.31%
$552.64 - $704.09 $553 - $704
325 $181K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-166
- 3.21%
$171.48 - $177.68 $28.5K - $29.5K
5K $873K
AEM
Agnico Eagle Mines LTD

Basic Materials
-260
- 9.16%
$155.17 - $185.52 $40.3K - $48.2K
2.58K $433K
EMGF
Ishares Msci Emerging Markets

ETFs
-1.12K
- 8.5%
$55.07 - $59.37 $61.4K - $66.2K
12K $698K
KKR
Kkr & Co. Inc.

Financial Services
-50
- 1.46%
$117.52 - $127.65 $5.88K - $6.38K
3.38K $405K
SVM
Silvercorp Metals Inc

Basic Materials
-7.48K
- 26.83%
$6.09 - $7.33 $45.6K - $54.8K
20.4K $138K
IEV
Ishares Tr Europe ETF

ETFs
-1.08K
- 4.09%
$65.02 - $67.89 $70K - $73K
25.2K $1.68M
PFE
Pfizer Inc

Healthcare
-1.03K
- 5.66%
$24.23 - $27.37 $25.1K - $28.3K
17.2K $432K
IXN
Ishares Global Information Tec

ETFs
-548
- 5.33%
$102.05 - $112.09 $55.9K - $61.4K
9.73K $1.03M
LII
Lennox International Inc

Industrials
-1
- 0.19%
$471.5 - $554.58 $472 - $555
529 $249K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.49K
- 2.98%
$19.7 - $19.78 $29.4K - $29.5K
48.6K $959K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
-1.31K
- 2.83%
$20.53 - $20.66 $26.8K - $27K
44.8K $921K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
-1.45K
- 2.79%
$19.54 - $19.6 $28.3K - $28.4K
50.5K $989K
IEFA
Ishares Tr

ETFs
-398
- 4.36%
$86.09 - $89.88 $34.3K - $35.8K
8.72K $774K
GNMA
Ishares Gnma Bond ETF

ETFs
-513
- 4.82%
$44.32 - $44.89 $22.7K - $23K
10.1K $449K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-1.17K
- 2.45%
$18.77 - $18.93 $22K - $22.1K
46.5K $874K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-91
- 7.32%
$242.67 - $261.79 $22.1K - $23.8K
1.15K $288K
USXF
Ishares Esg Advanced Msci Usa

Technology
-259
- 5.98%
$56.25 - $59.38 $14.6K - $15.4K
4.07K $232K
BSM
Black Stone Minerals, L.P.

Energy
-1.78K
- 8.28%
$12.42 - $13.76 $22K - $24.4K
19.7K $270K
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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