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| Name: |
Cypress Wealth Services LLC |
| City: |
PALM DESERT |
| State: |
CA |
| Zip: |
92211 |
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data |
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| Holdings
Found :
22 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DYNF |
Blackrock Us Equity Factor ... |
5 |
New |
$45.17 |
$11,997,000 |
270,205 |
2.79% |
11,997,000 |
270,205 |
3.002 |
N/A |
|
|
IVE |
iShares S&P 500/BARRA Value |
15 |
New |
$186.70 |
$6,716,000 |
35,952 |
1.56% |
6,716,000 |
35,952 |
0.025 |
Closed - End Fund - E... |
|
|
HEFA |
Ishares Currency Hedged Msc... |
32 |
New |
$0.00 |
$2,935,000 |
84,140 |
0.68% |
2,935,000 |
84,140 |
0.011 |
N/A |
|
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BINC |
Blackrock Flexible Income Etf |
54 |
New |
$0.00 |
$1,846,000 |
35,198 |
0.43% |
1,846,000 |
35,198 |
0.039 |
N/A |
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GBTC |
Grayscale Bitcoin |
128 |
New |
$0.00 |
$560,000 |
8,869 |
0.13% |
560,000 |
8,869 |
0.002 |
N/A |
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AMT |
American Tower Corp |
181 |
New |
$194.51 |
$339,000 |
1,714 |
0.08% |
339,000 |
1,714 |
0 |
Integrated Telecommun... |
|
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CEV |
Eaton Vance California Muni... |
183 |
New |
$10.70 |
$335,000 |
31,531 |
0.08% |
335,000 |
31,531 |
0.434 |
Closed - End Fund - Debt |
|
|
BSCS |
Invesco Bulletshares 2028 C... |
185 |
New |
$0.00 |
$332,000 |
16,525 |
0.08% |
332,000 |
16,525 |
0.018 |
N/A |
|
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BHVN |
Biohaven Ltd. |
188 |
New |
$37.37 |
$326,000 |
5,965 |
0.08% |
326,000 |
5,965 |
0.007 |
N/A |
|
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MDY |
Standrd Poor Mdcp 400 SPDR |
209 |
New |
$551.69 |
$270,000 |
485 |
0.06% |
270,000 |
485 |
0 |
Closed - End Fund - E... |
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EFA |
iShares TR MSCI EAFE Indx FD |
210 |
New |
$81.64 |
$269,000 |
3,367 |
0.06% |
269,000 |
3,367 |
0.008 |
Closed - End Fund - E... |
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IWM |
iShares Tr Russell 2000 Indx |
213 |
New |
$208.08 |
$261,000 |
1,243 |
0.06% |
261,000 |
1,243 |
0.012 |
Closed - End Fund - E... |
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MUC |
Blackrock Muniholdings Cali... |
215 |
New |
$10.84 |
$259,000 |
23,500 |
0.06% |
259,000 |
23,500 |
0.118 |
Closed - End Fund - Debt |
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MLM |
Martin Marietta Materials Inc |
221 |
New |
$580.75 |
$244,000 |
398 |
0.06% |
244,000 |
398 |
0 |
General Building Mate... |
|
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GD |
General Dynamics Corp |
223 |
New |
$299.02 |
$243,000 |
862 |
0.06% |
243,000 |
862 |
0 |
Aerospace/Defense - M... |
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KMX |
CarMax Inc |
227 |
New |
$72.82 |
$237,000 |
2,716 |
0.06% |
237,000 |
2,716 |
0.002 |
Auto Dealerships |
|
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TSM |
Taiwan Semiconductor Mfg. C... |
239 |
New |
$151.68 |
$212,000 |
1,557 |
0.05% |
212,000 |
1,557 |
0.001 |
Semiconductor - Integ... |
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ICVT |
Ishares Convertible Bond Etf |
241 |
New |
$0.00 |
$211,000 |
2,642 |
0.05% |
211,000 |
2,642 |
0.049 |
N/A |
|
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NKE |
Nike Inc B |
246 |
New |
$92.18 |
$203,000 |
2,160 |
0.05% |
203,000 |
2,160 |
0 |
Textile - Apparel Foo... |
|
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NVS |
Novartis AG (ADR) |
247 |
New |
$102.57 |
$202,000 |
2,084 |
0.05% |
202,000 |
2,084 |
0 |
Drug Manufacturers - ... |
|
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SCHX |
Schwab Strategic Trust |
248 |
New |
$62.78 |
$202,000 |
3,263 |
0.05% |
202,000 |
3,263 |
0 |
Closed - End Fund - Debt |
|
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BKKT |
Bakkt Holdings Ord Shs Class A |
261 |
New |
$0.00 |
$7,000 |
15,296 |
0% |
7,000 |
15,296 |
0 |
N/A |
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