$448 Million is the total value of Cypress Wealth Services, LLC's 290 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NMTR | Exit | 9 METERS BIOPHARMA INCput | $0 | – | -25,500 | -100.0% | -0.01% | – |
| BCRX | Exit | BIOCRYST PHARMACEUTICALS INCput | $0 | – | -15,000 | -100.0% | -0.01% | – |
| LYG | Exit | LLOYDS BANKING GROUP PLCput | $0 | – | -40,561 | -100.0% | -0.01% | – |
| PPT | Exit | PUTNAM PREMIER INCOME TRput | $0 | – | -15,000 | -100.0% | -0.02% | – |
| GIM | Exit | TEMPLETON GLOBAL INCOME FDput | $0 | – | -12,250 | -100.0% | -0.02% | – |
| AXU | Exit | ALEXCO RESOURCE CORPput | $0 | – | -28,700 | -100.0% | -0.02% | – |
| HFRO | Exit | HIGHLAND INCOME FDput | $0 | – | -16,264 | -100.0% | -0.04% | – |
| MYC | Exit | BLACKROCK MUNIYIELD CALIF FDput | $0 | – | -11,281 | -100.0% | -0.04% | – |
| THM | Exit | INTERNATIONAL TOWER HILL MINput | $0 | – | -129,687 | -100.0% | -0.04% | – |
| CBH | Exit | ALLIANZGI CONV & INCM 2024 Tput | $0 | – | -20,000 | -100.0% | -0.04% | – |
| NAD | Exit | NUVEEN QUALITY MUNCP INCOMEput | $0 | – | -12,654 | -100.0% | -0.05% | – |
| MUC | Exit | BLACKROCK MUNIHLDNGS CALI QLput | $0 | – | -13,585 | -100.0% | -0.05% | – |
| PLUG | Exit | PLUG POWER INCput | $0 | – | -14,377 | -100.0% | -0.05% | – |
| XLY | Exit | SELECT SECTOR SPDR TRput | $0 | – | -1,382 | -100.0% | -0.05% | – |
| DCF | Exit | BNY MELLON ALCENTRA GLOBAL Cput | $0 | – | -25,563 | -100.0% | -0.05% | – |
| ED | Exit | CONSOLIDATED EDISON INCput | $0 | – | -2,665 | -100.0% | -0.05% | – |
| WM | Exit | WASTE MGMT INC DELput | $0 | – | -1,813 | -100.0% | -0.05% | – |
| IWN | Exit | ISHARES TRput | $0 | – | -2,113 | -100.0% | -0.05% | – |
| COP | Exit | CONOCOPHILLIPSput | $0 | – | -6,484 | -100.0% | -0.06% | – |
| BGIO | Exit | BLACKROCK 2022 GBL INCM OPPput | $0 | – | -25,000 | -100.0% | -0.06% | – |
| XLV | Exit | SELECT SECTOR SPDR TRput | $0 | – | -2,047 | -100.0% | -0.06% | – |
| JCO | Exit | NUVEEN CR OPPORTUNITIES 2022put | $0 | – | -27,500 | -100.0% | -0.06% | – |
| VHT | Exit | VANGUARD WORLD FDSput | $0 | – | -1,071 | -100.0% | -0.06% | – |
| AZN | Exit | ASTRAZENECA PLCput | $0 | – | -4,019 | -100.0% | -0.06% | – |
| SIZE | Exit | ISHARES TRput | $0 | – | -2,331 | -100.0% | -0.06% | – |
| ALK | Exit | ALASKA AIR GROUP INCput | $0 | – | -5,915 | -100.0% | -0.06% | – |
| HPQ | Exit | HP INCput | $0 | – | -11,421 | -100.0% | -0.06% | – |
| VGK | Exit | VANGUARD INTL EQUITY INDEX Fput | $0 | – | -4,250 | -100.0% | -0.06% | – |
| UNP | Exit | UNION PAC CORPput | $0 | – | -1,121 | -100.0% | -0.06% | – |
| PWZ | Exit | INVESCO EXCH TRADED FD TR IIput | $0 | – | -8,038 | -100.0% | -0.06% | – |
| IGLB | Exit | ISHARES TRput | $0 | – | -3,220 | -100.0% | -0.06% | – |
| PH | Exit | PARKER-HANNIFIN CORPput | $0 | – | -1,128 | -100.0% | -0.06% | – |
| SLV | Exit | ISHARES SILVER TRput | $0 | – | -10,442 | -100.0% | -0.06% | – |
| BKNG | Exit | BOOKING HOLDINGS INCput | $0 | – | -132 | -100.0% | -0.06% | – |
| GD | Exit | GENERAL DYNAMICS CORPput | $0 | – | -1,629 | -100.0% | -0.06% | – |
| NVS | Exit | NOVARTIS AGput | $0 | – | -2,599 | -100.0% | -0.06% | – |
| SPBO | Exit | SPDR SER TRput | $0 | – | -6,406 | -100.0% | -0.06% | – |
| CMI | Exit | CUMMINS INCput | $0 | – | -1,082 | -100.0% | -0.06% | – |
| SRE | Exit | SEMPRA ENERGYput | $0 | – | -1,935 | -100.0% | -0.06% | – |
| VNQ | Exit | VANGUARD INDEX FDSput | $0 | – | -2,895 | -100.0% | -0.06% | – |
| BIP | Exit | BROOKFIELD INFRAST PARTNERSput | $0 | – | -4,956 | -100.0% | -0.06% | – |
| GS | Exit | GOLDMAN SACHS GROUP INCput | $0 | – | -1,177 | -100.0% | -0.06% | – |
| IWV | Exit | ISHARES TRput | $0 | – | -1,217 | -100.0% | -0.06% | – |
| JHAA | Exit | NUVEEN CORPORATE INCOME 2023put | $0 | – | -25,000 | -100.0% | -0.06% | – |
| CAH | Exit | CARDINAL HEALTH INCput | $0 | – | -5,041 | -100.0% | -0.06% | – |
| XLK | Exit | SELECT SECTOR SPDR TRput | $0 | – | -2,056 | -100.0% | -0.06% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORPput | $0 | – | -4,213 | -100.0% | -0.06% | – |
| IWB | Exit | ISHARES TRput | $0 | – | -1,300 | -100.0% | -0.06% | – |
| FSM | Exit | FORTUNA SILVER MINES INCput | $0 | – | -37,676 | -100.0% | -0.06% | – |
| BIV | Exit | VANGUARD BD INDEX FDSput | $0 | – | -2,574 | -100.0% | -0.06% | – |
| IGIB | Exit | ISHARES TRput | $0 | – | -3,950 | -100.0% | -0.06% | – |
| IBDR | Exit | ISHARES TRput | $0 | – | -9,066 | -100.0% | -0.06% | – |
| PGX | Exit | INVESCO EXCH TRADED FD TR IIput | $0 | – | -16,343 | -100.0% | -0.06% | – |
| ARKK | Exit | ARK ETF TRput | $0 | – | -2,672 | -100.0% | -0.06% | – |
| IHIT | Exit | INVESCO HIGH INCOME 2023 TARput | $0 | – | -31,349 | -100.0% | -0.06% | – |
| SCHP | Exit | SCHWAB STRATEGIC TRput | $0 | – | -4,070 | -100.0% | -0.06% | – |
| NKE | Exit | NIKE INCput | $0 | – | -2,049 | -100.0% | -0.07% | – |
| VMBS | Exit | VANGUARD SCOTTSDALE FDSput | $0 | – | -4,827 | -100.0% | -0.07% | – |
| AMT | Exit | AMERICAN TOWER CORP NEWput | $0 | – | -1,106 | -100.0% | -0.07% | – |
| AG | Exit | FIRST MAJESTIC SILVER CORPput | $0 | – | -29,153 | -100.0% | -0.07% | – |
| SVM | Exit | SILVERCORP METALS INCput | $0 | – | -37,748 | -100.0% | -0.07% | – |
| NID | Exit | NUVEEN INTER DURATION MUN TEput | $0 | – | -20,345 | -100.0% | -0.07% | – |
| ACN | Exit | ACCENTURE PLC IRELANDput | $0 | – | -1,279 | -100.0% | -0.07% | – |
| ILCV | Exit | ISHARES TRput | $0 | – | -2,926 | -100.0% | -0.07% | – |
| SGOL | Exit | ABERDEEN STD GOLD ETF TRput | $0 | – | -16,000 | -100.0% | -0.07% | – |
| DHR | Exit | DANAHER CORPORATIONput | $0 | – | -1,335 | -100.0% | -0.07% | – |
| DOCU | Exit | DOCUSIGN INCput | $0 | – | -1,340 | -100.0% | -0.07% | – |
| MUNI | Exit | PIMCO ETF TRput | $0 | – | -5,191 | -100.0% | -0.08% | – |
| LLY | Exit | LILLY ELI & COput | $0 | – | -1,970 | -100.0% | -0.08% | – |
| FLO | Exit | FLOWERS FOODS INCput | $0 | – | -12,007 | -100.0% | -0.08% | – |
| USIG | Exit | ISHARES TRput | $0 | – | -4,847 | -100.0% | -0.08% | – |
| IBDT | Exit | ISHARES TRput | $0 | – | -10,219 | -100.0% | -0.08% | – |
| FIV | Exit | FIRST TR SR FLOATING RATE 20put | $0 | – | -35,000 | -100.0% | -0.08% | – |
| EFL | Exit | EATON VANCE FLOATING RATE 20put | $0 | – | -33,370 | -100.0% | -0.08% | – |
| COTY | Exit | COTY INCput | $0 | – | -111,048 | -100.0% | -0.08% | – |
| CLX | Exit | CLOROX CO DELput | $0 | – | -1,436 | -100.0% | -0.08% | – |
| MBB | Exit | ISHARES TRput | $0 | – | -2,756 | -100.0% | -0.08% | – |
| MDYV | Exit | SPDR SER TRput | $0 | – | -7,045 | -100.0% | -0.08% | – |
| XLU | Exit | SELECT SECTOR SPDR TRput | $0 | – | -5,259 | -100.0% | -0.08% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INCput | $0 | – | -704 | -100.0% | -0.08% | – |
| SKYY | Exit | FIRST TR EXCHANGE TRADED FDput | $0 | – | -4,003 | -100.0% | -0.08% | – |
| GIS | Exit | GENERAL MLS INCput | $0 | – | -5,155 | -100.0% | -0.08% | – |
| GSLC | Exit | GOLDMAN SACHS ETF TRput | $0 | – | -4,650 | -100.0% | -0.08% | – |
| DUK | Exit | DUKE ENERGY CORP NEWput | $0 | – | -3,570 | -100.0% | -0.08% | – |
| EFA | Exit | ISHARES TRput | $0 | – | -5,007 | -100.0% | -0.08% | – |
| VFC | Exit | V F CORPput | $0 | – | -4,782 | -100.0% | -0.09% | – |
| HDV | Exit | ISHARES TRput | $0 | – | -4,187 | -100.0% | -0.09% | – |
| IWS | Exit | ISHARES TRput | $0 | – | -4,207 | -100.0% | -0.09% | – |
| IR | Exit | INGERSOLL RAND INCput | $0 | – | -9,695 | -100.0% | -0.09% | – |
| IBB | Exit | ISHARES TRput | $0 | – | -2,572 | -100.0% | -0.09% | – |
| ALLE | Exit | ALLEGION PLCput | $0 | – | -3,526 | -100.0% | -0.09% | – |
| JHB | Exit | NUVEEN CORPORATE INCM NOVEMEput | $0 | – | -39,307 | -100.0% | -0.09% | – |
| FDN | Exit | FIRST TR EXCHANGE-TRADED FDput | $0 | – | -1,878 | -100.0% | -0.09% | – |
| MRK | Exit | MERCK & CO. INCput | $0 | – | -4,321 | -100.0% | -0.09% | – |
| MDLZ | Exit | MONDELEZ INTL INCput | $0 | – | -6,275 | -100.0% | -0.09% | – |
| NEE | Exit | NEXTERA ENERGY INCput | $0 | – | -1,333 | -100.0% | -0.10% | – |
| NFLX | Exit | NETFLIX INCput | $0 | – | -748 | -100.0% | -0.10% | – |
| LGLV | Exit | SPDR SER TRput | $0 | – | -3,509 | -100.0% | -0.10% | – |
| HYMB | Exit | SPDR SER TRput | $0 | – | -6,639 | -100.0% | -0.10% | – |
| IYR | Exit | ISHARES TRput | $0 | – | -4,743 | -100.0% | -0.10% | – |
| IBDM | Exit | ISHARES TRput | $0 | – | -15,238 | -100.0% | -0.10% | – |
| ORCL | Exit | ORACLE CORPput | $0 | – | -6,419 | -100.0% | -0.10% | – |
| FBT | Exit | FIRST TR EXCHANGE-TRADED FDput | $0 | – | -2,447 | -100.0% | -0.10% | – |
| FXL | Exit | FIRST TR EXCHANGE TRADED FDput | $0 | – | -4,233 | -100.0% | -0.10% | – |
| FNY | Exit | FIRST TR EXCH TRD ALPHDX FDput | $0 | – | -7,306 | -100.0% | -0.10% | – |
| D | Exit | DOMINION ENERGY INCput | $0 | – | -5,004 | -100.0% | -0.10% | – |
| MDT | Exit | MEDTRONIC PLCput | $0 | – | -3,813 | -100.0% | -0.10% | – |
| HON | Exit | HONEYWELL INTL INCput | $0 | – | -2,417 | -100.0% | -0.10% | – |
| ENB | Exit | ENBRIDGE INCput | $0 | – | -13,581 | -100.0% | -0.10% | – |
| IBDO | Exit | ISHARES TRput | $0 | – | -15,152 | -100.0% | -0.10% | – |
| ACWV | Exit | ISHARES INCput | $0 | – | -4,411 | -100.0% | -0.10% | – |
| BAC | Exit | BK OF AMERICA CORPput | $0 | – | -17,021 | -100.0% | -0.10% | – |
| F | Exit | FORD MTR CO DELput | $0 | – | -62,770 | -100.0% | -0.11% | – |
| TXN | Exit | TEXAS INSTRS INCput | $0 | – | -2,965 | -100.0% | -0.11% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDput | $0 | – | -1,451 | -100.0% | -0.11% | – |
| IWP | Exit | ISHARES TRput | $0 | – | -2,454 | -100.0% | -0.11% | – |
| RMI | Exit | RIVERNORTH OPPORTUNISTIC MUNput | $0 | – | -20,750 | -100.0% | -0.11% | – |
| IBDQ | Exit | ISHARES TRput | $0 | – | -15,811 | -100.0% | -0.11% | – |
| BLK | Exit | BLACKROCK INCput | $0 | – | -768 | -100.0% | -0.11% | – |
| FJUL | Exit | FIRST TR EXCHNG TRADED FD VIput | $0 | – | -14,000 | -100.0% | -0.11% | – |
| IVW | Exit | ISHARES TRput | $0 | – | -1,913 | -100.0% | -0.11% | – |
| AIA | Exit | ISHARES TRput | $0 | – | -6,159 | -100.0% | -0.11% | – |
| ICSH | Exit | ISHARES TRput | $0 | – | -8,863 | -100.0% | -0.12% | – |
| IJH | Exit | ISHARES TRput | $0 | – | -2,469 | -100.0% | -0.12% | – |
| UNH | Exit | UNITEDHEALTH GROUP INCput | $0 | – | -1,481 | -100.0% | -0.12% | – |
| MMM | Exit | 3M COput | $0 | – | -2,893 | -100.0% | -0.12% | – |
| IBDN | Exit | ISHARES TRput | $0 | – | -18,452 | -100.0% | -0.12% | – |
| QCOM | Exit | QUALCOMM INCput | $0 | – | -4,133 | -100.0% | -0.12% | – |
| KMB | Exit | KIMBERLY CLARK CORPput | $0 | – | -3,365 | -100.0% | -0.13% | – |
| CSCO | Exit | CISCO SYS INCput | $0 | – | -12,723 | -100.0% | -0.13% | – |
| BND | Exit | VANGUARD BD INDEX FDSput | $0 | – | -5,743 | -100.0% | -0.13% | – |
| IWO | Exit | ISHARES TRput | $0 | – | -2,309 | -100.0% | -0.13% | – |
| SCHE | Exit | SCHWAB STRATEGIC TRput | $0 | – | -19,106 | -100.0% | -0.13% | – |
| FTEC | Exit | FIDELITY COVINGTON TRUSTput | $0 | – | -5,634 | -100.0% | -0.13% | – |
| SCHM | Exit | SCHWAB STRATEGIC TRput | $0 | – | -9,355 | -100.0% | -0.13% | – |
| PEP | Exit | PEPSICO INCput | $0 | – | -3,763 | -100.0% | -0.13% | – |
| BA | Exit | BOEING COput | $0 | – | -3,169 | -100.0% | -0.13% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHSput | $0 | – | -4,280 | -100.0% | -0.13% | – |
| MA | Exit | MASTERCARD INCORPORATEDput | $0 | – | -1,567 | -100.0% | -0.14% | – |
| CMCSA | Exit | COMCAST CORP NEWput | $0 | – | -11,649 | -100.0% | -0.14% | – |
| XOM | Exit | EXXON MOBIL CORPput | $0 | – | -15,980 | -100.0% | -0.14% | – |
| FNV | Exit | FRANCO NEV CORPput | $0 | – | -3,959 | -100.0% | -0.14% | – |
| LMBS | Exit | FIRST TR EXCHANGE-TRADED FDput | $0 | – | -10,700 | -100.0% | -0.14% | – |
| SUB | Exit | ISHARES TRput | $0 | – | -5,123 | -100.0% | -0.14% | – |
| MTUM | Exit | ISHARES TRput | $0 | – | -3,760 | -100.0% | -0.14% | – |
| SQ | Exit | SQUARE INCput | $0 | – | -3,622 | -100.0% | -0.14% | – |
| BSCK | Exit | INVESCO EXCH TRD SLF IDX FDput | $0 | – | -26,495 | -100.0% | -0.14% | – |
| NVDA | Exit | NVIDIA CORPORATIONput | $0 | – | -1,044 | -100.0% | -0.14% | – |
| FVD | Exit | FIRST TR VALUE LINE DIVID INput | $0 | – | -18,406 | -100.0% | -0.15% | – |
| IWF | Exit | ISHARES TRput | $0 | – | -2,757 | -100.0% | -0.15% | – |
| FYX | Exit | FIRST TR SML CP CORE ALPHA Fput | $0 | – | -10,399 | -100.0% | -0.15% | – |
| XLE | Exit | SELECT SECTOR SPDR TRput | $0 | – | -20,648 | -100.0% | -0.16% | – |
| KO | Exit | COCA COLA COput | $0 | – | -13,021 | -100.0% | -0.16% | – |
| PYPL | Exit | PAYPAL HLDGS INCput | $0 | – | -3,278 | -100.0% | -0.17% | – |
| BSCL | Exit | INVESCO EXCH TRD SLF IDX FDput | $0 | – | -30,586 | -100.0% | -0.17% | – |
| BSCM | Exit | INVESCO EXCH TRD SLF IDX FDput | $0 | – | -30,101 | -100.0% | -0.17% | – |
| BSCN | Exit | INVESCO EXCH TRD SLF IDX FDput | $0 | – | -30,251 | -100.0% | -0.17% | – |
| WMT | Exit | WALMART INCput | $0 | – | -4,704 | -100.0% | -0.17% | – |
| BSCQ | Exit | INVESCO EXCH TRD SLF IDX FDput | $0 | – | -30,915 | -100.0% | -0.17% | – |
| BSCR | Exit | INVESCO EXCH TRD SLF IDX FDput | $0 | – | -30,386 | -100.0% | -0.17% | – |
| BSCP | Exit | INVESCO EXCH TRD SLF IDX FDput | $0 | – | -29,833 | -100.0% | -0.17% | – |
| BSCO | Exit | INVESCO EXCH TRD SLF IDX FDput | $0 | – | -30,607 | -100.0% | -0.17% | – |
| SCHA | Exit | SCHWAB STRATEGIC TRput | $0 | – | -9,991 | -100.0% | -0.18% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDSput | $0 | – | -11,937 | -100.0% | -0.18% | – |
| CVX | Exit | CHEVRON CORP NEWput | $0 | – | -9,626 | -100.0% | -0.18% | – |
| ABBV | Exit | ABBVIE INCput | $0 | – | -8,078 | -100.0% | -0.18% | – |
| PM | Exit | PHILIP MORRIS INTL INCput | $0 | – | -9,512 | -100.0% | -0.18% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB COput | $0 | – | -11,938 | -100.0% | -0.18% | – |
| MO | Exit | ALTRIA GROUP INCput | $0 | – | -18,716 | -100.0% | -0.18% | – |
| WPM | Exit | WHEATON PRECIOUS METALS CORPput | $0 | – | -14,806 | -100.0% | -0.19% | – |
| INTC | Exit | INTEL CORPput | $0 | – | -14,084 | -100.0% | -0.19% | – |
| QQEW | Exit | FIRST TR NAS100 EQ WEIGHTEDput | $0 | – | -8,501 | -100.0% | -0.19% | – |
| AXP | Exit | AMERICAN EXPRESS COput | $0 | – | -7,351 | -100.0% | -0.19% | – |
| TGT | Exit | TARGET CORPput | $0 | – | -4,918 | -100.0% | -0.20% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRput | $0 | – | -10,183 | -100.0% | -0.21% | – |
| CORP | Exit | PIMCO ETF TRput | $0 | – | -7,110 | -100.0% | -0.21% | – |
| RDSA | Exit | ROYAL DUTCH SHELL PLCput | $0 | – | -33,062 | -100.0% | -0.21% | – |
| QTEC | Exit | FIRST TR NASDAQ 100 TECH INDput | $0 | – | -7,119 | -100.0% | -0.21% | – |
| IWD | Exit | ISHARES TRput | $0 | – | -7,098 | -100.0% | -0.22% | – |
| PG | Exit | PROCTER AND GAMBLE COput | $0 | – | -6,039 | -100.0% | -0.22% | – |
| IBDL | Exit | ISHARES TRput | $0 | – | -33,564 | -100.0% | -0.22% | – |
| DFEB | Exit | FIRST TR EXCHNG TRADED FD VIput | $0 | – | -27,600 | -100.0% | -0.22% | – |
| QUAL | Exit | ISHARES TRput | $0 | – | -9,055 | -100.0% | -0.24% | – |
| FFEB | Exit | FIRST TR EXCHNG TRADED FD VIput | $0 | – | -31,400 | -100.0% | -0.25% | – |
| MCD | Exit | MCDONALDS CORPput | $0 | – | -4,630 | -100.0% | -0.26% | – |
| FNX | Exit | FIRST TR MID CAP CORE ALPHADput | $0 | – | -15,724 | -100.0% | -0.27% | – |
| T | Exit | AT&T INCput | $0 | – | -36,407 | -100.0% | -0.27% | – |
| IWM | Exit | ISHARES TRput | $0 | – | -6,954 | -100.0% | -0.27% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSput | $0 | – | -8,128 | -100.0% | -0.27% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEput | $0 | – | -3,763 | -100.0% | -0.27% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRput | $0 | – | -33,659 | -100.0% | -0.27% | – |
| V | Exit | VISA INCput | $0 | – | -5,388 | -100.0% | -0.28% | – |
| JPM | Exit | JPMORGAN CHASE & COput | $0 | – | -11,341 | -100.0% | -0.28% | – |
| TLT | Exit | ISHARES TRput | $0 | – | -6,863 | -100.0% | -0.29% | – |
| HD | Exit | HOME DEPOT INCput | $0 | – | -4,069 | -100.0% | -0.29% | – |
| ABT | Exit | ABBOTT LABSput | $0 | – | -10,725 | -100.0% | -0.30% | – |
| SBUX | Exit | STARBUCKS CORPput | $0 | – | -13,709 | -100.0% | -0.30% | – |
| SYV | Exit | SSGA ACTIVE ETF TRput | $0 | – | -19,680 | -100.0% | -0.31% | – |
| FTA | Exit | FIRST TR LRG CP VL ALPHADEXput | $0 | – | -26,017 | -100.0% | -0.31% | – |
| PFE | Exit | PFIZER INCput | $0 | – | -33,499 | -100.0% | -0.32% | – |
| VTEB | Exit | VANGUARD MUN BD FDSput | $0 | – | -22,907 | -100.0% | -0.32% | – |
| WFC | Exit | WELLS FARGO CO NEWput | $0 | – | -53,183 | -100.0% | -0.32% | – |
| GOOG | Exit | ALPHABET INCput | $0 | – | -880 | -100.0% | -0.33% | – |
| IYG | Exit | ISHARES TRput | $0 | – | -10,975 | -100.0% | -0.34% | – |
| DVY | Exit | ISHARES TRput | $0 | – | -16,536 | -100.0% | -0.34% | – |
| FTCS | Exit | FIRST TR EXCHANGE-TRADED FDput | $0 | – | -21,455 | -100.0% | -0.35% | – |
| SHOP | Exit | SHOPIFY INCput | $0 | – | -1,366 | -100.0% | -0.36% | – |
| TT | Exit | TRANE TECHNOLOGIES PLCput | $0 | – | -11,602 | -100.0% | -0.36% | – |
| VCSH | Exit | VANGUARD SCOTTSDALE FDSput | $0 | – | -17,408 | -100.0% | -0.37% | – |
| LOW | Exit | LOWES COS INCput | $0 | – | -8,895 | -100.0% | -0.38% | – |
| SCHD | Exit | SCHWAB STRATEGIC TRput | $0 | – | -27,122 | -100.0% | -0.38% | – |
| AMGN | Exit | AMGEN INCput | $0 | – | -5,964 | -100.0% | -0.39% | – |
| FB | Exit | FACEBOOK INCput | $0 | – | -5,810 | -100.0% | -0.39% | – |
| RPG | Exit | INVESCO EXCHANGE TRADED FD Tput | $0 | – | -11,053 | -100.0% | -0.40% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INCput | $0 | – | -26,742 | -100.0% | -0.41% | – |
| SCHX | Exit | SCHWAB STRATEGIC TRput | $0 | – | -20,376 | -100.0% | -0.42% | – |
| VWO | Exit | VANGUARD INTL EQUITY INDEX Fput | $0 | – | -42,684 | -100.0% | -0.47% | – |
| GOOGL | Exit | ALPHABET INCput | $0 | – | -1,259 | -100.0% | -0.47% | – |
| JNJ | Exit | JOHNSON & JOHNSONput | $0 | – | -12,474 | -100.0% | -0.48% | – |
| ITOT | Exit | ISHARES TRput | $0 | – | -25,538 | -100.0% | -0.49% | – |
| FTC | Exit | FIRST TRUST LRGCP GWT ALPHADput | $0 | – | -23,961 | -100.0% | -0.52% | – |
| COST | Exit | COSTCO WHSL CORP NEWput | $0 | – | -5,685 | -100.0% | -0.52% | – |
| VUG | Exit | VANGUARD INDEX FDSput | $0 | – | -9,793 | -100.0% | -0.57% | – |
| DIS | Exit | DISNEY WALT COput | $0 | – | -17,959 | -100.0% | -0.57% | – |
| TSLA | Exit | TESLA INCput | $0 | – | -5,327 | -100.0% | -0.59% | – |
| IEFA | Exit | ISHARES TRput | $0 | – | -40,086 | -100.0% | -0.62% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELput | $0 | – | -11,936 | -100.0% | -0.65% | – |
| VDC | Exit | VANGUARD WORLD FDSput | $0 | – | -15,589 | -100.0% | -0.65% | – |
| NEAR | Exit | ISHARES U S ETF TRput | $0 | – | -52,514 | -100.0% | -0.67% | – |
| IJR | Exit | ISHARES TRput | $0 | – | -40,640 | -100.0% | -0.73% | – |
| VTV | Exit | VANGUARD INDEX FDSput | $0 | – | -27,511 | -100.0% | -0.74% | – |
| VV | Exit | VANGUARD INDEX FDSput | $0 | – | -20,953 | -100.0% | -0.84% | – |
| FEX | Exit | FIRST TR LRGE CP CORE ALPHAput | $0 | – | -52,952 | -100.0% | -0.86% | – |
| SHYG | Exit | ISHARES TRput | $0 | – | -78,216 | -100.0% | -0.88% | – |
| SCHZ | Exit | SCHWAB STRATEGIC TRput | $0 | – | -62,945 | -100.0% | -0.90% | – |
| IHI | Exit | ISHARES TRput | $0 | – | -12,577 | -100.0% | -0.97% | – |
| VB | Exit | VANGUARD INDEX FDSput | $0 | – | -25,084 | -100.0% | -0.99% | – |
| MTCH | Exit | MATCH GROUP INC NEWput | $0 | – | -36,960 | -100.0% | -1.05% | – |
| VEA | Exit | VANGUARD TAX-MANAGED INTL FDput | $0 | – | -100,884 | -100.0% | -1.06% | – |
| AMZN | Exit | AMAZON COM INCput | $0 | – | -1,341 | -100.0% | -1.08% | – |
| IXN | Exit | ISHARES TRput | $0 | – | -16,633 | -100.0% | -1.12% | – |
| VLUE | Exit | ISHARES TRput | $0 | – | -60,445 | -100.0% | -1.14% | – |
| VYM | Exit | VANGUARD WHITEHALL FDSput | $0 | – | -55,761 | -100.0% | -1.16% | – |
| HYG | Exit | ISHARES TRput | $0 | – | -54,334 | -100.0% | -1.17% | – |
| GBIL | Exit | GOLDMAN SACHS ETF TRput | $0 | – | -47,251 | -100.0% | -1.22% | – |
| USMV | Exit | ISHARES TRput | $0 | – | -74,978 | -100.0% | -1.22% | – |
| FJUN | Exit | FIRST TR EXCHNG TRADED FD VIput | $0 | – | -152,715 | -100.0% | -1.26% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCput | $0 | – | -30,023 | -100.0% | -1.28% | – |
| MSFT | Exit | MICROSOFT CORPput | $0 | – | -25,896 | -100.0% | -1.40% | – |
| MUB | Exit | ISHARES TRput | $0 | – | -47,113 | -100.0% | -1.40% | – |
| IGSB | Exit | ISHARES TRput | $0 | – | -101,052 | -100.0% | -1.42% | – |
| ESGE | Exit | ISHARES INCput | $0 | – | -161,387 | -100.0% | -1.47% | – |
| VO | Exit | VANGUARD INDEX FDSput | $0 | – | -34,561 | -100.0% | -1.56% | – |
| PFF | Exit | ISHARES TRput | $0 | – | -169,791 | -100.0% | -1.59% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSput | $0 | – | -65,441 | -100.0% | -1.61% | – |
| EFG | Exit | ISHARES TRput | $0 | – | -80,992 | -100.0% | -1.87% | – |
| MGK | Exit | VANGUARD WORLD FDput | $0 | – | -40,752 | -100.0% | -1.94% | – |
| SPY | Exit | SPDR S&P 500 ETF TRput | $0 | – | -24,197 | -100.0% | -2.08% | – |
| GOVT | Exit | ISHARES TRput | $0 | – | -314,260 | -100.0% | -2.25% | – |
| VOO | Exit | VANGUARD INDEX FDSput | $0 | – | -31,100 | -100.0% | -2.45% | – |
| LQD | Exit | ISHARES TRput | $0 | – | -73,927 | -100.0% | -2.55% | – |
| ESGU | Exit | ISHARES TRput | $0 | – | -210,870 | -100.0% | -4.12% | – |
| AAPL | Exit | APPLE INCput | $0 | – | -202,916 | -100.0% | -6.01% | – |
| IVV | Exit | ISHARES TRput | $0 | – | -91,391 | -100.0% | -7.87% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 23 | Q3 2023 | 8.8% |
| APPLE INC | 23 | Q3 2023 | 7.0% |
| VANGUARD WORLD FD | 23 | Q3 2023 | 2.8% |
| SPDR S&P 500 ETF TR | 23 | Q3 2023 | 2.2% |
| VANGUARD INDEX FDS | 23 | Q3 2023 | 2.7% |
| VANGUARD INDEX FDS | 23 | Q3 2023 | 2.5% |
| ISHARES TR | 23 | Q3 2023 | 2.1% |
| VANGUARD SCOTTSDALE FDS | 23 | Q3 2023 | 2.2% |
| VANGUARD WHITEHALL FDS INC | 23 | Q3 2023 | 2.0% |
| VANGUARD TAX-MANAGED INTL FD | 23 | Q3 2023 | 2.2% |
View Cypress Wealth Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-13 |
| 13F-HR | 2023-07-21 |
| 13F-HR | 2023-04-07 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-04-22 |
| 13F-HR | 2022-01-19 |
View Cypress Wealth Services, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.