Cypress Wealth Services, LLC Buys iShares Core S&P 500, Ingersoll-Rand PLC, Copart Inc, Sells Invesco Preferred, iShares Russell 1000 Growth, iShares MSCI EAFE

Investment company Cypress Wealth Services, LLC buys iShares Core S&P 500, Ingersoll-Rand PLC, Copart Inc, VF Corp, NextEra Energy Inc, The Home Depot Inc, Abbott Laboratories, Vanguard Total Bond Market ETF, AT&T Inc, Vanguard Total International Bond ETF, sells Invesco Preferred, iShares Russell 1000 Growth, iShares MSCI EAFE, iShares MSCI EAFE Value, SPDR Bloomberg Barclays Corporate Bond during the 3-months ended 2018-06-30, according to the most recent filings of the investment company, Cypress Wealth Services, LLC. As of 2018-06-30, Cypress Wealth Services, LLC owns 203 stocks with a total value of $250 million. These are the details of the buys and sells.

For the details of Cypress Wealth Services, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Cypress+Wealth+Services%2C+LLC

These are the top 5 holdings of Cypress Wealth Services, LLC
  1. Vanguard Mid-Cap (VO) - 41,229 shares, 2.6% of the total portfolio. Shares added by 10.25%
  2. Johnson & Johnson (JNJ) - 52,422 shares, 2.54% of the total portfolio. Shares added by 9.73%
  3. Vanguard S&P 500 (VOO) - 24,995 shares, 2.49% of the total portfolio. Shares reduced by 2.02%
  4. Invesco QQQ Trust Series 1 (QQQ) - 32,308 shares, 2.22% of the total portfolio. Shares added by 18.31%
  5. SPDR S&P 500 (SPY) - 20,160 shares, 2.18% of the total portfolio. Shares added by 7.68%
New Purchase: Ingersoll-Rand PLC (IR)

Cypress Wealth Services, LLC initiated holding in Ingersoll-Rand PLC. The purchase prices were between $80.39 and $93.03, with an estimated average price of $87.79. The stock is now traded at around $97.12. The impact to a portfolio due to this purchase was 0.41%. The holding were 11,311 shares as of 2018-06-30.

New Purchase: Copart Inc (CPRT)

Cypress Wealth Services, LLC initiated holding in Copart Inc. The purchase prices were between $49.66 and $60.2, with an estimated average price of $54.17. The stock is now traded at around $58.51. The impact to a portfolio due to this purchase was 0.26%. The holding were 11,600 shares as of 2018-06-30.

New Purchase: VF Corp (VFC)

Cypress Wealth Services, LLC initiated holding in VF Corp. The purchase prices were between $73.12 and $84.47, with an estimated average price of $80. The stock is now traded at around $93.71. The impact to a portfolio due to this purchase was 0.25%. The holding were 7,663 shares as of 2018-06-30.

New Purchase: NextEra Energy Inc (NEE)

Cypress Wealth Services, LLC initiated holding in NextEra Energy Inc. The purchase prices were between $155.4 and $168.08, with an estimated average price of $161.46. The stock is now traded at around $171.01. The impact to a portfolio due to this purchase was 0.24%. The holding were 3,543 shares as of 2018-06-30.

New Purchase: Vanguard Total Bond Market ETF (BND)

Cypress Wealth Services, LLC initiated holding in Vanguard Total Bond Market ETF. The purchase prices were between $78.33 and $79.8, with an estimated average price of $79.06. The stock is now traded at around $79.03. The impact to a portfolio due to this purchase was 0.2%. The holding were 6,287 shares as of 2018-06-30.

New Purchase: iShares S&P 500 Growth (IVW)

Cypress Wealth Services, LLC initiated holding in iShares S&P 500 Growth. The purchase prices were between $151.32 and $168.05, with an estimated average price of $160.69. The stock is now traded at around $171.42. The impact to a portfolio due to this purchase was 0.17%. The holding were 2,609 shares as of 2018-06-30.

Added: iShares Core S&P 500 (IVV)

Cypress Wealth Services, LLC added to a holding in iShares Core S&P 500 by 36.10%. The purchase prices were between $259.21 and $280.89, with an estimated average price of $272.07. The stock is now traded at around $286.65. The impact to a portfolio due to this purchase was 0.46%. The holding were 15,974 shares as of 2018-06-30.

Added: The Home Depot Inc (HD)

Cypress Wealth Services, LLC added to a holding in The Home Depot Inc by 154.11%. The purchase prices were between $172.51 and $201.31, with an estimated average price of $186.79. The stock is now traded at around $195.69. The impact to a portfolio due to this purchase was 0.22%. The holding were 4,579 shares as of 2018-06-30.

Added: Abbott Laboratories (ABT)

Cypress Wealth Services, LLC added to a holding in Abbott Laboratories by 27.56%. The purchase prices were between $57.57 and $63.54, with an estimated average price of $60.61. The stock is now traded at around $65.24. The impact to a portfolio due to this purchase was 0.2%. The holding were 37,512 shares as of 2018-06-30.

Added: AT&T Inc (T)

Cypress Wealth Services, LLC added to a holding in AT&T Inc by 59.61%. The purchase prices were between $31.4 and $36.14, with an estimated average price of $33.25. The stock is now traded at around $32.11. The impact to a portfolio due to this purchase was 0.17%. The holding were 36,266 shares as of 2018-06-30.

Added: First Trust Large Cap Core AlphaDEX Fund (FEX)

Cypress Wealth Services, LLC added to a holding in First Trust Large Cap Core AlphaDEX Fund by 20.91%. The purchase prices were between $57.1 and $61.33, with an estimated average price of $59.54. The stock is now traded at around $61.29. The impact to a portfolio due to this purchase was 0.17%. The holding were 41,048 shares as of 2018-06-30.

Added: iShares Russell 2000 (IWM)

Cypress Wealth Services, LLC added to a holding in iShares Russell 2000 by 20.93%. The purchase prices were between $148.13 and $169.97, with an estimated average price of $160. The stock is now traded at around $167.32. The impact to a portfolio due to this purchase was 0.16%. The holding were 14,122 shares as of 2018-06-30.

Sold Out: Invesco Preferred (PGX)

Cypress Wealth Services, LLC sold out a holding in Invesco Preferred. The sale prices were between $14.33 and $14.64, with an estimated average price of $14.48.

Sold Out: iShares MSCI EAFE Value (EFV)

Cypress Wealth Services, LLC sold out a holding in iShares MSCI EAFE Value. The sale prices were between $50.85 and $56.38, with an estimated average price of $54.6.

Sold Out: SPDR Bloomberg Barclays Corporate Bond (CBND)

Cypress Wealth Services, LLC sold out a holding in SPDR Bloomberg Barclays Corporate Bond. The sale prices were between $30.78 and $31.48, with an estimated average price of $31.04.

Sold Out: Alliant Energy Corp (LNT)

Cypress Wealth Services, LLC sold out a holding in Alliant Energy Corp. The sale prices were between $38.38 and $43.27, with an estimated average price of $41.17.

Sold Out: Welltower Inc (WELL)

Cypress Wealth Services, LLC sold out a holding in Welltower Inc. The sale prices were between $50.01 and $62.69, with an estimated average price of $55.69.

Sold Out: Ventas Inc (VTR)

Cypress Wealth Services, LLC sold out a holding in Ventas Inc. The sale prices were between $46.96 and $57.44, with an estimated average price of $52.3.



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