Portfolio (Quarterly)
Guide ↗
Cypress Wealth Services, LLC
· CIK 0001721527| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IAUG | INNOVATOR ETFS TRUST | — | 23,021 | $655K | 0.09% | SOLD |
| 2 | — | BLACKROCK CALIF MUN INCOME T | — | 56,298 | $605K | 0.08% | SOLD |
| 3 | DFAC | DIMENSIONAL ETF TRUST | — | 10,624 | $421K | 0.06% | SOLD |
| 4 | — | ASTRAZENECA PLC | — | 4,146 | $381K | 0.05% | SOLD |
| 5 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 648 | $367K | 0.05% | SOLD |
| 6 | TLT | ISHARES TR | — | 3,955 | $345K | 0.05% | SOLD |
| 7 | ADBE | ADOBE INC | Technology | 974 | $341K | 0.05% | SOLD |
| 8 | INTU | INTUIT | Technology | 423 | $280K | 0.04% | SOLD |
| 9 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 2,744 | $262K | 0.04% | SOLD |
| 10 | FFEB | FIRST TR EXCHNG TRADED FD VI | — | 4,500 | $255K | 0.04% | SOLD |
| 11 | CHKP | CHECK POINT SOFTWARE TECH LT | Technology | 1,331 | $247K | 0.03% | SOLD |
| 12 | THM | INTERNATIONAL TOWER HILL MIN | Basic Materials | 129,687 | $241K | 0.03% | SOLD |
| 13 | BJUN | INNOVATOR ETFS TRUST | — | 5,125 | $240K | 0.03% | SOLD |
| 14 | LPLA | LPL FINL HLDGS INC | Financial Services | 661 | $236K | 0.03% | SOLD |
| 15 | — | UNILEVER PLC | — | 3,480 | $228K | 0.03% | SOLD |
| 16 | FISV | FISERV INC | Technology | 3,331 | $224K | 0.03% | SOLD |
| 17 | APP | APPLOVIN CORP | Technology | 325 | $219K | 0.03% | SOLD |
| 18 | SCHG | SCHWAB STRATEGIC TR | — | 6,666 | $217K | 0.03% | SOLD |
| 19 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 1,418 | $208K | 0.03% | SOLD |
| 20 | VHT | VANGUARD WORLD FD | — | 708 | $204K | 0.03% | SOLD |
Sector Allocation
Technology
32.7%
Financial Services
22.3%
Consumer Cyclical
9.2%
Communication Services
9.1%
Healthcare
6.6%
Consumer Defensive
5.5%
Industrials
5.5%
Energy
5.3%
Basic Materials
2.0%
Utilities
1.1%