Portfolio (Quarterly)
Guide ↗
Cypress Wealth Services, LLC
· CIK 0001721527| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | VCSH | VANGUARD SCOTTSDALE FDS | — | 8,086.0 | $645K | 0.09% | NEW | — | $79.73 | -1.1% |
| 182 | BAC | BANK AMERICA CORP | Financial Services | 11,505.0 | $633K | 0.09% | NEW | — | $55.00 | +2.2% |
| 183 | — | ISHARES TR | — | 21,997.0 | $620K | 0.09% | NEW | — | $28.19 | — |
| 184 | MU | MICRON TECHNOLOGY INC | Technology | 2,171.0 | $620K | 0.09% | NEW | — | $285.40 | +297.3% |
| 185 | LOW | LOWES COS INC | Consumer Cyclical | 2,560.0 | $617K | 0.09% | NEW | — | $241.14 | -7.9% |
| 186 | MAYW | AIM ETF PRODUCTS TRUST | — | 18,314.0 | $614K | 0.09% | NEW | — | $33.55 | +3.8% |
| 187 | EMXC | ISHARES INC | — | 8,344.0 | $606K | 0.08% | NEW | — | $72.68 | +45.5% |
| 188 | — | BLACKROCK CALIF MUN INCOME T | — | 56,298.0 | $605K | 0.08% | NEW | — | $10.74 | — |
| 189 | GOVT | ISHARES TR | — | 26,205.0 | $603K | 0.08% | NEW | — | $23.02 | -1.2% |
| 190 | ACN | ACCENTURE PLC IRELAND | Technology | 2,212.0 | $594K | 0.08% | NEW | — | $268.33 | -52.3% |
| 191 | UNH | UNITEDHEALTH GROUP INC | Healthcare | 1,783.0 | $588K | 0.08% | NEW | — | $330.06 | +21.5% |
| 192 | CEV | EATON VANCE CALIF MUN INCOM | Financial Services | 58,230.0 | $585K | 0.08% | NEW | — | $10.04 | +3.0% |
| 193 | LAMR | LAMAR ADVERTISING CO NEW | Real Estate | 4,592.0 | $581K | 0.08% | NEW | — | $126.57 | +18.2% |
| 194 | GSK | GSK PLC | Healthcare | 11,793.0 | $578K | 0.08% | NEW | — | $49.04 | +3.3% |
| 195 | TFC | TRUIST FINL CORP | Financial Services | 11,734.0 | $577K | 0.08% | NEW | — | $49.21 | -1.8% |
| 196 | DFAU | DIMENSIONAL ETF TRUST | — | 12,317.0 | $576K | 0.08% | NEW | — | $46.80 | +10.6% |
| 197 | VOT | VANGUARD INDEX FDS | — | 2,042.0 | $570K | 0.08% | NEW | — | $279.16 | +9.7% |
| 198 | CMCSA | COMCAST CORP NEW | Communication Services | 18,844.0 | $563K | 0.08% | NEW | — | $29.89 | -25.0% |
| 199 | — | INNOVATOR ETFS TRUST | — | 21,028.0 | $563K | 0.08% | NEW | — | $26.78 | — |
| 200 | DFAI | DIMENSIONAL ETF TRUST | — | 14,744.0 | $562K | 0.08% | NEW | — | $38.11 | +10.1% |
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
35.3%
Financial Services
23.4%
Consumer Cyclical
9.8%
Communication Services
9.4%
Healthcare
6.3%
Consumer Defensive
4.9%
Industrials
4.3%
Energy
3.5%
Basic Materials
1.9%
Utilities
0.7%