Portfolio (Quarterly)
Guide ↗
Cypress Wealth Services, LLC
· CIK 0001721527| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IAGG | ISHARES TR | — | 34,856 | $1.7M | 0.25% | SOLD |
| 2 | SBUX | STARBUCKS CORP | Consumer Cyclical | 7,115 | $637K | 0.09% | SOLD |
| 3 | HON | HONEYWELL INTL INC | Industrials | 2,714 | $613K | 0.09% | SOLD |
| 4 | BALL | BALL CORP | Consumer Cyclical | 6,596 | $390K | 0.06% | SOLD |
| 5 | ABT | ABBOTT LABORATORIES | Healthcare | 2,867 | $294K | 0.04% | SOLD |
| 6 | LIN | LINDE PLC | Basic Materials | 530 | $263K | 0.04% | SOLD |
| 7 | ICVT | ISHARES TR | — | 2,502 | $255K | 0.04% | SOLD |
| 8 | AR | ANTERO RESOURCES CORP | Energy | 5,014 | $213K | 0.03% | SOLD |
| 9 | ADSK | AUTODESK INC | Technology | 876 | $210K | 0.03% | SOLD |
| 10 | NEE | NEXTERA ENERGY INC | Utilities | 2,223 | $207K | 0.03% | SOLD |
| 11 | W | WAYFAIR INC | Consumer Cyclical | 2,673 | $201K | 0.03% | SOLD |
| 12 | — | FIRST FNDTN INC | — | 16,283 | $96K | 0.01% | SOLD |
| 13 | — | BITFARMS LTD | — | 23,750 | $46K | 0.01% | SOLD |
Sector Allocation
Technology
36.0%
Financial Services
22.0%
Communication Services
8.9%
Consumer Cyclical
8.7%
Industrials
6.4%
Healthcare
6.1%
Consumer Defensive
4.7%
Energy
4.0%
Basic Materials
1.5%
Utilities
0.9%