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 | CRWV | COREWEAVE INC | Technology | 3,204.0 | $319K | 0.04% | NEW | — | $99.54 | -3.3% |
| 322 | XLP | SELECT SECTOR SPDR TR | — | 3,838.0 | $319K | 0.04% | -174.0 | -4.3% | $83.08 | +3.3% |
| 323 | HII | HUNTINGTON INGALLS INDS INC | Industrials | 1,139.0 | $319K | 0.04% | -14.0 | -1.2% | $279.84 | +14.6% |
| 324 | OTIS | OTIS WORLDWIDE CORP | Industrials | 4,440.0 | $318K | 0.04% | NEW | — | $71.60 | -1.1% |
| 325 | FXL | FIRST TR EXCHANGE-TRADED FD | — | 1,456.0 | $316K | 0.04% | — | — | $217.23 | +0.3% |
| 326 | STRV | EA SERIES TRUST | — | 6,527.0 | $315K | 0.04% | — | — | $48.30 | -1.4% |
| 327 | ARTY | ISHARES TR | — | 4,119.0 | $314K | 0.04% | NEW | — | $76.16 | -3.1% |
| 328 | XLY | SELECT SECTOR SPDR TR | — | 2,664.0 | $312K | 0.04% | -242.0 | -8.3% | $117.28 | +0.1% |
| 329 | GPC | GENUINE PARTS CO | Consumer Cyclical | 2,646.0 | $312K | 0.04% | -67.0 | -2.5% | $117.99 | +13.1% |
| 330 | KKR | KKR & CO INC | Financial Services | 3,395.0 | $312K | 0.04% | -275.0 | -7.5% | $91.78 | +17.2% |
| 331 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 1,391.0 | $312K | 0.04% | +27.0 | +2.0% | $224.00 | +21.7% |
| 332 | IWP | ISHARES TR | — | 2,119.0 | $310K | 0.04% | — | — | $146.41 | -0.8% |
| 333 | MLM | MARTIN MARIETTA MATLS INC | Basic Materials | 536.0 | $309K | 0.04% | — | — | $576.89 | -9.2% |
| 334 | HFSI | HARTFORD FDS EXCHANGE TRADED | — | 8,785.0 | $309K | 0.04% | +121.0 | +1.4% | $35.16 | -0.6% |
| 335 | VGK | VANGUARD INTL EQUITY INDEX F | — | 3,484.0 | $308K | 0.04% | +96.0 | +2.8% | $88.53 | +3.5% |
| 336 | NVS | NOVARTIS AG | Healthcare | 1,948.0 | $305K | 0.04% | -151.0 | -7.2% | $156.72 | -1.3% |
| 337 | PANW | PALO ALTO NETWORKS INC | Technology | 894.0 | $305K | 0.04% | NEW | — | $341.02 | +9.5% |
| 338 | LII | LENNOX INTL INC | Industrials | 530.0 | $304K | 0.04% | — | — | $572.99 | -28.2% |
| 339 | EIX | EDISON INTL | Utilities | 4,070.0 | $303K | 0.04% | -50.0 | -1.2% | $74.46 | -1.0% |
| 340 | MART | AIM ETF PRODUCTS TRUST | — | 7,198.0 | $302K | 0.04% | — | — | $41.93 | +2.0% |
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%