Portfolio (Quarterly)
Guide ↗
Cypress Wealth Services, LLC
· CIK 0001721527| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | IJH | ISHARES TR | — | 14,977.0 | $988K | 0.14% | NEW | — | $66.00 | +14.8% |
| 122 | BSCQ | INVESCO EXCH TRD SLF IDX FD | — | 50,494.0 | $988K | 0.14% | NEW | — | $19.58 | -0.0% |
| 123 | EFA | ISHARES TR | — | 10,117.0 | $972K | 0.13% | NEW | — | $96.03 | +8.7% |
| 124 | BSCR | INVESCO EXCH TRD SLF IDX FD | — | 48,627.0 | $960K | 0.13% | NEW | — | $19.74 | -0.4% |
| 125 | KO | COCA COLA CO | Consumer Defensive | 13,479.0 | $942K | 0.13% | NEW | — | $69.91 | +13.6% |
| 126 | MA | MASTERCARD INCORPORATED | Financial Services | 1,626.0 | $928K | 0.13% | NEW | — | $570.98 | -14.2% |
| 127 | BSCS | INVESCO EXCH TRD SLF IDX FD | — | 44,829.0 | $923K | 0.13% | NEW | — | $20.60 | -1.0% |
| 128 | TXN | TEXAS INSTRS INC | Technology | 5,316.0 | $922K | 0.13% | NEW | — | $173.49 | +86.1% |
| 129 | QCOM | QUALCOMM INC | Technology | 5,375.0 | $919K | 0.13% | NEW | — | $171.05 | +32.2% |
| 130 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 15,587.0 | $906K | 0.12% | NEW | — | $58.12 | +5.5% |
| 131 | ANET | ARISTA NETWORKS INC | Technology | 6,842.0 | $897K | 0.12% | NEW | — | $131.03 | +29.5% |
| 132 | CRM | SALESFORCE INC | Technology | 3,329.0 | $882K | 0.12% | NEW | — | $264.92 | -42.7% |
| 133 | LGLV | SPDR SERIES TRUST | — | 5,000.0 | $878K | 0.12% | NEW | — | $175.57 | +1.4% |
| 134 | BSCT | INVESCO EXCH TRD SLF IDX FD | — | 46,501.0 | $876K | 0.12% | NEW | — | $18.84 | -1.3% |
| 135 | AMAT | APPLIED MATLS INC | Technology | 3,394.0 | $872K | 0.12% | NEW | — | $256.96 | +140.2% |
| 136 | SCHW | SCHWAB CHARLES CORP | Financial Services | 8,689.0 | $868K | 0.12% | NEW | — | $99.91 | -8.2% |
| 137 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 17,454.0 | $867K | 0.12% | NEW | — | $49.65 | -28.3% |
| 138 | BLK | BLACKROCK INC | Financial Services | 802.0 | $858K | 0.12% | NEW | — | $1070.00 | -1.9% |
| 139 | AGI | ALAMOS GOLD INC NEW | Basic Materials | 22,136.0 | $854K | 0.12% | NEW | — | $38.58 | -5.8% |
| 140 | DE | DEERE & CO | Industrials | 1,821.0 | $848K | 0.12% | NEW | — | $465.55 | +26.6% |
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%