Portfolio (Quarterly)
Guide ↗
Cypress Wealth Services, LLC
· CIK 0001721527| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 281 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 4,158.0 | $329K | 0.04% | NEW | — | $79.01 | +13.2% |
| 282 | SYK | STRYKER CORPORATION | Healthcare | 933.0 | $328K | 0.04% | NEW | — | $351.33 | -12.4% |
| 283 | BK | BANK NEW YORK MELLON CORP | Financial Services | 2,811.0 | $326K | 0.04% | NEW | — | $116.07 | +22.8% |
| 284 | FNV | FRANCO NEV CORP | Basic Materials | 1,561.0 | $324K | 0.04% | NEW | — | $207.28 | +5.8% |
| 285 | SDY | SPDR SERIES TRUST | — | 2,312.0 | $322K | 0.04% | NEW | — | $139.14 | +8.2% |
| 286 | — | ISHARES TR | — | 12,510.0 | $320K | 0.04% | NEW | — | $25.55 | — |
| 287 | AVDE | AMERICAN CENTY ETF TR | — | 3,881.0 | $319K | 0.04% | NEW | — | $82.32 | +9.6% |
| 288 | XLE | SELECT SECTOR SPDR TR | — | 7,045.0 | $315K | 0.04% | NEW | — | $44.71 | +20.3% |
| 289 | PDEC | INNOVATOR ETFS TRUST | — | 7,232.0 | $314K | 0.04% | NEW | — | $43.38 | +5.7% |
| 290 | LRCX | LAM RESEARCH CORP | Technology | 1,830.0 | $313K | 0.04% | NEW | — | $171.21 | +127.2% |
| 291 | FCX | FREEPORT-MCMORAN INC | Basic Materials | 6,161.0 | $313K | 0.04% | NEW | — | $50.79 | +35.2% |
| 292 | VBK | VANGUARD INDEX FDS | — | 1,035.0 | $313K | 0.04% | NEW | — | $302.11 | +18.0% |
| 293 | XLP | SELECT SECTOR SPDR TR | — | 4,010.0 | $312K | 0.04% | NEW | — | $77.68 | +7.2% |
| 294 | APD | AIR PRODS & CHEMS INC | Basic Materials | 1,260.0 | $311K | 0.04% | NEW | — | $246.95 | +13.5% |
| 295 | ADI | ANALOG DEVICES INC | Technology | 1,144.0 | $310K | 0.04% | NEW | — | $271.15 | +60.2% |
| 296 | SHEL | SHELL PLC | Energy | 4,211.0 | $309K | 0.04% | NEW | — | $73.48 | +7.3% |
| 297 | BX | BLACKSTONE INC | Financial Services | 1,998.0 | $308K | 0.04% | NEW | — | $154.16 | -19.7% |
| 298 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 655.0 | $307K | 0.04% | NEW | — | $468.76 | +46.1% |
| 299 | AGG | ISHARES TR | — | 3,069.0 | $307K | 0.04% | NEW | — | $99.88 | -1.0% |
| 300 | HFSI | HARTFORD FDS EXCHANGE TRADED | — | 8,532.0 | $303K | 0.04% | NEW | — | $35.48 | -0.3% |
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%