Cypress Wealth Services, LLC Portfolio Holdings
Q3 2025•331 long positions•$592.9M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding345 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $34.7M 5.85% | +$423.2K Bought | 0.001% 136.2K shares | 134.5K → 136.2K +$423.2K | +1.24% | $3.78T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $28.2M 4.76% | -$655.2K Sold | — 42.1K shares | 43.1K → 42.1K −$655.2K | -2.27% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $25.2M 4.25% | +$2.1M Bought | — 321.3K shares | 295.1K → 321.3K +$2.1M | +8.91% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $23.2M 3.91% | -$2.6M Sold | — 119.1K shares | 132.5K → 119.1K −$2.6M | -10.05% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $22.8M 3.84% | +$1.3M Bought | — 384.6K shares | 362.5K → 384.6K +$1.3M | +6.09% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $19.1M 3.23% | +$5.2M Bought | — 57.5K shares | 42.0K → 57.5K +$5.2M | +36.94% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $17.2M 2.9% | -$2.8M Sold | — 253.5K shares | 294.4K → 253.5K −$2.8M | -13.91% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $16.2M 2.73% | -$331.1K Sold | — 133.9K shares | 136.6K → 133.9K −$331.1K | -2.01% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $12.3M 2.07% | +$131.3K Bought | — 59.5K shares | 58.8K → 59.5K +$131.3K | +1.08% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $11.6M 1.95% | -$593.4K Sold | — 493.0K shares | 518.3K → 493.0K −$593.4K | -4.88% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $10.4M 1.76% | -$146.5K Sold | — 25.9K shares | 26.2K → 25.9K −$146.5K | -1.39% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $10.3M 1.75% | -$40.6K Sold | — 15.5K shares | 15.6K → 15.5K −$40.6K | -0.39% | — — | Q4 2017 Held for 7y 11m | |
Software - Infrastructure Technology | $8.8M 1.48% | +$100.0K Bought | 0.0% 16.9K shares | 16.7K → 16.9K +$100.0K | +1.15% | $3.85T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $8.5M 1.44% | +$60.1K Bought | — 58.5K shares | 58.1K → 58.5K +$60.1K | +0.71% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $8.2M 1.38% | +$89.4K Bought | — 13.4K shares | 13.2K → 13.4K +$89.4K | +1.1% | — — | Q4 2017 Held for 7y 11m | |
Semiconductors Technology | $7.9M 1.33% | +$198.5K Bought | 0.0% 42.3K shares | 41.2K → 42.3K +$198.5K | +2.58% | $4.54T Mega Cap | Q2 2018 Held for 7y 5m | |
ETF ETF | $7.5M 1.26% | +$1.3M Bought | — 160.1K shares | 132.2K → 160.1K +$1.3M | +21.09% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $7.5M 1.26% | +$258.6K Bought | — 196.8K shares | 190.0K → 196.8K +$258.6K | +3.6% | — — | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $6.9M 1.17% | -$608.0K Sold | 0.0% 28.4K shares | 30.9K → 28.4K −$608.0K | -8.09% | $2.95T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $6.8M 1.15% | -$34.1K Sold | — 23.3K shares | 23.4K → 23.3K −$34.1K | -0.5% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $6.6M 1.12% | -$980.9K Sold | — 142.0K shares | 163.0K → 142.0K −$980.9K | -12.89% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $6.5M 1.09% | -$65.7K Sold | — 45.9K shares | 46.3K → 45.9K −$65.7K | -1.01% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $6.2M 1.04% | +$520.0K Bought | — 93.3K shares | 85.4K → 93.3K +$520.0K | +9.23% | — — | Q1 2023 Held for 2y 8m | |
Specialty Retail Consumer Cyclical | $6.0M 1.02% | +$530.7K Bought | 0.0% 27.5K shares | 25.1K → 27.5K +$530.7K | +9.64% | $2.34T Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $5.9M 0.997% | +$154.1K Bought | — 98.6K shares | 96.0K → 98.6K +$154.1K | +2.68% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $5.6M 0.949% | +$28.0K Bought | — 22.1K shares | 22.0K → 22.1K +$28.0K | +0.5% | — — | Q4 2017 Held for 7y 11m | |
Auto - Manufacturers Consumer Cyclical | $5.6M 0.947% | +$8.4K Bought | 0.0% 12.6K shares | 12.6K → 12.6K +$8.4K | +0.15% | $1.48T Mega Cap | Q4 2017 Held for 7y 11m | |
Insurance - Diversified Financial Services | $5.6M 0.946% | +$165.9K Bought | 0.001% 11.2K shares | 10.8K → 11.2K +$165.9K | +3.05% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $4.8M 0.805% | -$217.2K Sold | 0.0% 19.6K shares | 20.5K → 19.6K −$217.2K | -4.35% | $2.95T Mega Cap | Q4 2017 Held for 7y 11m | |
Discount Stores Consumer Defensive | $4.5M 0.76% | +$244.4K Bought | 0.001% 4.9K shares | 4.6K → 4.9K +$244.4K | +5.73% | $410.27B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $4.5M 0.755% | -$146.0K Sold | — 141.5K shares | 146.1K → 141.5K −$146.0K | -3.16% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $4.4M 0.744% | +$86.5K Bought | — 46.4K shares | 45.5K → 46.4K +$86.5K | +2.0% | — — | Q4 2018 Held for 6y 11m | |
ETF ETF | $4.3M 0.73% | -$5.8M Sold | — 38.0K shares | 88.8K → 38.0K −$5.8M | -57.21% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $4.3M 0.723% | -$5.1M Sold | — 21.9K shares | 48.2K → 21.9K −$5.1M | -54.55% | — — | Q3 2022 Held for 3y 2m | |
Unknown Unknown | $4.1M 0.69% | +$979.4K Bought | — 56.2K shares | 42.7K → 56.2K +$979.4K | +31.5% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $4.0M 0.679% | +$103.9K Bought | — 6.7K shares | 6.5K → 6.7K +$103.9K | +2.65% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $3.8M 0.641% | +$146.1K Bought | — 45.2K shares | 43.5K → 45.2K +$146.1K | +4.0% | — — | Q4 2017 Held for 7y 11m | |
Internet Content & Information Communication Services | $3.7M 0.621% | +$92.5K Bought | 0.0% 5.0K shares | 4.9K → 5.0K +$92.5K | +2.58% | $1.84T Mega Cap | Q2 2018 Held for 7y 5m | |
ETF ETF | $3.5M 0.596% | +$45.3K Bought | — 43.5K shares | 42.9K → 43.5K +$45.3K | +1.3% | — — | Q4 2017 Held for 7y 11m | |
Banks - Diversified Financial Services | $3.5M 0.591% | +$202.5K Bought | 0.0% 11.1K shares | 10.5K → 11.1K +$202.5K | +6.13% | $867.35B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $3.4M 0.571% | -$277.6K Sold | — 95.5K shares | 103.3K → 95.5K −$277.6K | -7.57% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.2M 0.542% | +$558.2K Bought | — 31.2K shares | 25.8K → 31.2K +$558.2K | +21.01% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.0M 0.514% | +$141.1K Bought | — 57.3K shares | 54.6K → 57.3K +$141.1K | +4.85% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $3.0M 0.503% | -$31.5K Sold | — 24.6K shares | 24.9K → 24.6K −$31.5K | -1.04% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.7M 0.459% | -$123.2K Sold | — 99.7K shares | 104.2K → 99.7K −$123.2K | -4.33% | — — | Q4 2017 Held for 7y 11m | |
Semiconductors Technology | $2.7M 0.454% | +$614.0K Bought | 0.0% 8.2K shares | 6.3K → 8.2K +$614.0K | +29.53% | $1.56T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $2.7M 0.449% | +$5.7K Bought | — 18.7K shares | 18.7K → 18.7K +$5.7K | +0.21% | — — | Q4 2017 Held for 7y 11m | |
Travel Lodging Consumer Cyclical | $2.6M 0.438% | +$195.6K Bought | 0.004% 10.0K shares | 9.2K → 10.0K +$195.6K | +8.14% | $70.7B Large Cap | Q2 2023 Held for 2y 5m | |
Unknown Unknown | $2.6M 0.437% | +$2.6M New | — 36.9K shares | 0 → 36.9K +$2.6M | New | — — | Q3 2025 Held for 2 months | |
Software - Application Technology | $2.6M 0.43% | +$19.0K Bought | 0.001% 17.2K shares | 17.0K → 17.2K +$19.0K | +0.75% | $193.14B Large Cap | Q2 2019 Held for 6y 5m |
