Portfolio (Quarterly)
Guide ↗
Cypress Wealth Services, LLC
· CIK 0001721527| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | HD | HOME DEPOT INC | Consumer Cyclical | 3,556.0 | $1.2M | 0.17% | NEW | — | $344.06 | -1.5% |
| 102 | YJUN | FIRST TR EXCHNG TRADED FD VI | — | 47,519.0 | $1.2M | 0.17% | NEW | — | $25.64 | +4.4% |
| 103 | NJUL | INNOVATOR ETFS TRUST | — | 16,688.0 | $1.2M | 0.17% | NEW | — | $72.62 | +3.8% |
| 104 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 6,773.0 | $1.2M | 0.17% | NEW | — | $177.75 | -25.5% |
| 105 | AMGN | AMGEN INC | Healthcare | 3,654.0 | $1.2M | 0.17% | NEW | — | $327.27 | +11.9% |
| 106 | DECW | AIM ETF PRODUCTS TRUST | — | 34,547.0 | $1.2M | 0.16% | NEW | — | $33.94 | +5.2% |
| 107 | VGT | VANGUARD WORLD FD | — | 1,539.0 | $1.2M | 0.16% | NEW | — | $753.71 | -85.0% |
| 108 | — | INNOVATOR ETFS TRUST | — | 42,641.0 | $1.1M | 0.16% | NEW | — | $26.84 | — |
| 109 | SDOG | ALPS ETF TR | — | 18,607.0 | $1.1M | 0.16% | NEW | — | $60.47 | +17.8% |
| 110 | BE | BLOOM ENERGY CORP | Industrials | 12,669.0 | $1.1M | 0.15% | NEW | — | $86.89 | +147.4% |
| 111 | NFLX | NETFLIX INC | Communication Services | 11,618.0 | $1.1M | 0.15% | NEW | — | $93.76 | -26.5% |
| 112 | ABBV | ABBVIE INC | Healthcare | 4,612.0 | $1.1M | 0.15% | NEW | — | $228.49 | +11.4% |
| 113 | JULW | AIM ETF PRODUCTS TRUST | — | 26,852.0 | $1.1M | 0.14% | NEW | — | $39.12 | +4.2% |
| 114 | WABC | WESTAMERICA BANCORPORATION | Financial Services | 21,775.0 | $1.0M | 0.14% | NEW | — | $47.83 | +28.3% |
| 115 | VLO | VALERO ENERGY CORP | Energy | 6,393.0 | $1.0M | 0.14% | NEW | — | $162.80 | +90.2% |
| 116 | VTEB | VANGUARD MUN BD FDS | — | 20,566.0 | $1.0M | 0.14% | NEW | — | $50.29 | -0.3% |
| 117 | TJUL | INNOVATOR ETFS TRUST | — | 34,867.0 | $1.0M | 0.14% | NEW | — | $29.59 | +2.3% |
| 118 | JAJL | INNOVATOR ETFS TRUST | — | 35,448.0 | $1.0M | 0.14% | NEW | — | $29.06 | +3.0% |
| 119 | IXN | ISHARES TR | — | 9,729.0 | $1.0M | 0.14% | NEW | — | $105.00 | +26.3% |
| 120 | COWZ | PACER FDS TR | — | 16,761.0 | $1.0M | 0.14% | NEW | — | $60.17 | +7.9% |
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%