Portfolio (Quarterly)
Guide ↗
Cypress Wealth Services, LLC
· CIK 0001721527| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 703.0 | $204K | 0.03% | -25.0 | -3.4% | $290.46 | -3.1% |
| 162 | AG | FIRST MAJESTIC SILVER CORP | Basic Materials | 10,034.0 | $170K | 0.02% | -500.0 | -4.8% | $16.96 | +9.9% |
| 163 | SVM | SILVERCORP METALS INC | Basic Materials | 13,360.0 | $135K | 0.02% | -702.0 | -5.0% | $10.10 | +13.7% |
| 164 | FSM | FORTUNA MNG CORP | Basic Materials | 13,786.0 | $116K | 0.01% | -725.0 | -5.0% | $8.45 | +24.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%