Portfolio (Quarterly)
Guide ↗
Cypress Wealth Services, LLC
· CIK 0001721527| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 321 | XLK | SELECT SECTOR SPDR TR | — | 1,903.0 | $274K | 0.04% | NEW | — | $143.98 | +33.0% |
| 322 | W | WAYFAIR INC | Consumer Cyclical | 2,673.0 | $268K | 0.04% | NEW | — | $100.41 | -11.8% |
| 323 | ADSK | AUTODESK INC | Technology | 904.0 | $268K | 0.04% | NEW | — | $296.01 | -34.5% |
| 324 | PPA | INVESCO EXCHANGE TRADED FD T | — | 1,708.0 | $268K | 0.04% | NEW | — | $156.63 | +11.9% |
| 325 | DOC | HEALTHPEAK PROPERTIES INC | Real Estate | 16,614.0 | $267K | 0.04% | NEW | — | $16.08 | +21.6% |
| 326 | GPC | GENUINE PARTS CO | Consumer Cyclical | 2,152.0 | $265K | 0.04% | NEW | — | $122.95 | -11.6% |
| 327 | NUE | NUCOR CORP | Basic Materials | 1,614.0 | $263K | 0.04% | NEW | — | $163.11 | +49.5% |
| 328 | — | RB GLOBAL INC | — | 2,547.0 | $262K | 0.04% | NEW | — | $102.87 | — |
| 329 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 2,744.0 | $262K | 0.04% | NEW | — | $95.35 | -52.5% |
| 330 | LIN | LINDE PLC | Basic Materials | 613.0 | $261K | 0.04% | NEW | — | $426.55 | +20.1% |
| 331 | BSM | BLACK STONE MINERALS L P | Energy | 19,662.0 | $261K | 0.04% | NEW | — | $13.29 | +5.4% |
| 332 | — | BLACKROCK ETF TRUST II | — | 5,347.0 | $260K | 0.04% | NEW | — | $48.68 | — |
| 333 | MPC | MARATHON PETE CORP | Energy | 1,593.0 | $259K | 0.04% | NEW | — | $162.62 | +49.4% |
| 334 | LII | LENNOX INTL INC | Industrials | 529.0 | $257K | 0.04% | NEW | — | $485.61 | +9.6% |
| 335 | FFEB | FIRST TR EXCHNG TRADED FD VI | — | 4,500.0 | $255K | 0.04% | NEW | — | $56.62 | +7.7% |
| 336 | MCHP | MICROCHIP TECHNOLOGY INC. | Technology | 3,907.0 | $249K | 0.03% | NEW | — | $63.71 | +56.6% |
| 337 | AG | FIRST MAJESTIC SILVER CORP | Basic Materials | 14,832.0 | $247K | 0.03% | NEW | — | $16.66 | +8.0% |
| 338 | CHKP | CHECK POINT SOFTWARE TECH LT | Technology | 1,331.0 | $247K | 0.03% | NEW | — | $185.56 | -34.1% |
| 339 | IJUL | INNOVATOR ETFS TRUST | — | 7,328.0 | $246K | 0.03% | NEW | — | $33.51 | +6.9% |
| 340 | FXL | FIRST TR EXCHANGE TRADED FD | — | 1,456.0 | $245K | 0.03% | NEW | — | $168.29 | +27.1% |
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%