1. How to use GuruFocus - Tutorials
  2. What Is in the GuruFocus Premium Membership?
  3. A DIY Guide on How to Invest Using Guru Strategies
insider
insider
Articles 

Cypress Wealth Services, LLC Buys Franklin Resources Inc, iShares Core S&P 500, Schwab International Equity, Sells Schwab US Dividend Equity, Schwab U.S. Large-Cap Growth, WisdomTree U.S. Quality Dividend Growth Fund

Investment company Cypress Wealth Services, LLC buys Franklin Resources Inc, iShares Core S&P 500, Schwab International Equity, iShares Core MSCI EAFE, Schwab U.S. Broad Market, Schwab U.S. Large-Cap, iShares Core S&P Total U.S. Stock Market, iShares Edge MSCI USA Momentum Factor, First Trust Large Cap Core AlphaDEX Fund, Berkshire Hathaway Inc, iShares Edge MSCI Min Vol USA, American Express Co, The Walt Disney Co, Amgen Inc, International Business Machines Corp, iShares Global Tech, PayPal Holdings Inc, Amazon.com Inc, Costco Wholesale Corp, First Trust Large Cap Value AlphaDEX Fund, iShares Core MSCI Emerging Markets, TJX Inc, First Trust Small Cap Core AlphaDEX Fund, RiverNorth Opportunistic Municipal Income Fund Inc, Invesco S&P 500 Low Volatility, Schwab Emerging Markets Equity, Visa Inc, Tractor Supply Co, UnitedHealth Group Inc, Invesco BulletShares 2019 Corporate Bond, iShares Core S&P Small-Cap, iShares Russell Mid-cap Value, iShares iBoxx $ Investment Grade Corporate Bond, Honeywell International Inc, Vanguard Intermediate-Term Treasury ETF, Bank of America Corporation, Nuveen High Income Nov 2021 Target Term Fund, Norfolk Southern Corp, Nike Inc, Ford Motor Co, FIRST TRUST SENIOR FLOATING RATE 2022 TARGET TERM , Mettler-Toledo International Inc, Invesco High Income 2023 Target Term Fund, Discovery Inc, EATON VANCE FLOAT-RATE 2022 TARGET TERM, iShares Core S&P Mid-Cap, Dreyfus Alcentra Global Credit Income 2024 Target , Nuveen Intermediate Dur Muni Term Fund, Accenture PLC, Citigroup Inc, Schwab Intermediate-Term U.S. Treasury, Chubb, Nuveen Credit Opportunities 2022 Target Term, Mohawk Industries Inc, First Trust Low Duration Opportunities ETF, iShares Nasdaq Biotechnology Index Fund, Ecolab Inc, Texas Instruments Inc, SPDR Bloomberg Barclays Corporate Bond, ALPS Sector Dividend Dogs, BlackRock 2022 Global Income Opportunity, iShares Russell 3000, Liberty Global PLC, Linde PLC, First Trust Developed Markets Ex-US AlphaDEX Fund, CDK Global Inc, AllianzGI Convert & Inc 2024 Target Term, DowDuPont Inc, Bristol-Myers Squibb Company, SPDR Select Sector Fund - Health Care, iShares Russell Midcap Growth, sells Schwab US Dividend Equity, Schwab U.S. Large-Cap Growth, WisdomTree U.S. Quality Dividend Growth Fund, NextEra Energy Inc, SPDR Bloomberg Barclays Investment Grade Floating , Vanguard Small-Cap Value, Qualcomm Inc, Cummins Inc, Archer-Daniels Midland Co, Emerson Electric Co, Parker Hannifin Corp, Vanguard Total Stock Market, Clorox Co, Colgate-Palmolive Co, Realty Income Corp, Invesco Preferred, Vanguard Value, iShares 10-20 Year Treasury Bond, Cardinal Health Inc, Flowers Foods Inc, Brookfield Infrastructure Partners LP, Hovnanian Enterprises Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Cypress Wealth Services, LLC. As of 2019Q1, Cypress Wealth Services, LLC owns 241 stocks with a total value of $303 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 https://www.gurufocus.com/guru/cypress+wealth+services%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Cypress Wealth Services, LLC
  1. iShares Core S&P 500 (IVV) - 28,322 shares, 2.66% of the total portfolio. Shares added by 23.45%
  2. Johnson & Johnson (JNJ) - 51,835 shares, 2.39% of the total portfolio. Shares added by 1.88%
  3. Invesco QQQ Trust Series 1 (QQQ) - 38,682 shares, 2.30% of the total portfolio. Shares added by 19.81%
  4. Procter & Gamble Co (PG) - 66,392 shares, 2.28% of the total portfolio. Shares added by 3.81%
  5. Vanguard S&P 500 (VOO) - 25,776 shares, 2.21% of the total portfolio. Shares added by 11.53%
New Purchase: Franklin Resources Inc (BEN)

Cypress Wealth Services, LLC initiated holding in Franklin Resources Inc. The purchase prices were between $29.09 and $33.7, with an estimated average price of $31.56. The stock is now traded at around $35.30. The impact to a portfolio due to this purchase was 1.33%. The holding were 121,140 shares as of .

New Purchase: iShares Core S&P Total U.S. Stock Market (ITOT)

Cypress Wealth Services, LLC initiated holding in iShares Core S&P Total U.S. Stock Market. The purchase prices were between $55.45 and $64.92, with an estimated average price of $61.94. The stock is now traded at around $66.04. The impact to a portfolio due to this purchase was 0.34%. The holding were 16,103 shares as of .

New Purchase: iShares Edge MSCI USA Momentum Factor (MTUM)

Cypress Wealth Services, LLC initiated holding in iShares Edge MSCI USA Momentum Factor. The purchase prices were between $96.81 and $112.18, with an estimated average price of $107.38. The stock is now traded at around $111.65. The impact to a portfolio due to this purchase was 0.28%. The holding were 7,557 shares as of .

New Purchase: American Express Co (AXP)

Cypress Wealth Services, LLC initiated holding in American Express Co. The purchase prices were between $93.43 and $113.55, with an estimated average price of $104.9. The stock is now traded at around $113.67. The impact to a portfolio due to this purchase was 0.24%. The holding were 6,610 shares as of .

New Purchase: International Business Machines Corp (IBM)

Cypress Wealth Services, LLC initiated holding in International Business Machines Corp. The purchase prices were between $112.91 and $141.44, with an estimated average price of $132.95. The stock is now traded at around $140.33. The impact to a portfolio due to this purchase was 0.2%. The holding were 4,250 shares as of .

New Purchase: iShares Global Tech (IXN)

Cypress Wealth Services, LLC initiated holding in iShares Global Tech. The purchase prices were between $137.15 and $173.39, with an estimated average price of $158.61. The stock is now traded at around $179.57. The impact to a portfolio due to this purchase was 0.19%. The holding were 3,350 shares as of .

Added: iShares Core S&P 500 (IVV)

Cypress Wealth Services, LLC added to a holding in iShares Core S&P 500 by 23.45%. The purchase prices were between $245.43 and $286.57, with an estimated average price of $273.1. The stock is now traded at around $292.00. The impact to a portfolio due to this purchase was 0.51%. The holding were 28,322 shares as of .

Added: Schwab International Equity (SCHF)

Cypress Wealth Services, LLC added to a holding in Schwab International Equity by 79.89%. The purchase prices were between $28.07 and $31.69, with an estimated average price of $30.45. The stock is now traded at around $32.21. The impact to a portfolio due to this purchase was 0.46%. The holding were 99,774 shares as of .

Added: iShares Core MSCI EAFE (IEFA)

Cypress Wealth Services, LLC added to a holding in iShares Core MSCI EAFE by 105.23%. The purchase prices were between $54.44 and $61.46, with an estimated average price of $58.96. The stock is now traded at around $62.46. The impact to a portfolio due to this purchase was 0.43%. The holding were 41,124 shares as of .

Added: Schwab U.S. Broad Market (SCHB)

Cypress Wealth Services, LLC added to a holding in Schwab U.S. Broad Market by 88.42%. The purchase prices were between $58.58 and $68.55, with an estimated average price of $65.43. The stock is now traded at around $69.73. The impact to a portfolio due to this purchase was 0.41%. The holding were 39,059 shares as of .

Added: Schwab U.S. Large-Cap (SCHX)

Cypress Wealth Services, LLC added to a holding in Schwab U.S. Large-Cap by 36.69%. The purchase prices were between $58.26 and $68.11, with an estimated average price of $64.92. The stock is now traded at around $69.38. The impact to a portfolio due to this purchase was 0.36%. The holding were 59,484 shares as of .

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 21.95%. The purchase prices were between $51.09 and $59.72, with an estimated average price of $57.34. The stock is now traded at around $61.07. The impact to a portfolio due to this purchase was 0.28%. The holding were 79,918 shares as of .

Sold Out: NextEra Energy Inc (NEE)

Cypress Wealth Services, LLC sold out a holding in NextEra Energy Inc. The sale prices were between $169.41 and $195, with an estimated average price of $182.66.

Sold Out: SPDR Bloomberg Barclays Investment Grade Floating (FLRN)

Cypress Wealth Services, LLC sold out a holding in SPDR Bloomberg Barclays Investment Grade Floating . The sale prices were between $30.33 and $30.7, with an estimated average price of $30.58.

Sold Out: Vanguard Small-Cap Value (VBR)

Cypress Wealth Services, LLC sold out a holding in Vanguard Small-Cap Value. The sale prices were between $112.91 and $133.45, with an estimated average price of $127.03.

Sold Out: Qualcomm Inc (QCOM)

Cypress Wealth Services, LLC sold out a holding in Qualcomm Inc. The sale prices were between $49.4 and $58, with an estimated average price of $54.01.

Sold Out: Cummins Inc (CMI)

Cypress Wealth Services, LLC sold out a holding in Cummins Inc. The sale prices were between $130.74 and $160.55, with an estimated average price of $149.86.

Sold Out: Archer-Daniels Midland Co (ADM)

Cypress Wealth Services, LLC sold out a holding in Archer-Daniels Midland Co. The sale prices were between $40.77 and $44.9, with an estimated average price of $42.75.



Here is the complete portfolio of Cypress Wealth Services, LLC. Also check out:

1. Cypress Wealth Services, LLC's Undervalued Stocks
2. Cypress Wealth Services, LLC's Top Growth Companies, and
3. Cypress Wealth Services, LLC's High Yield stocks
4. Stocks that Cypress Wealth Services, LLC keeps buying

Rating: 0.0/5 (0 votes)

Comments

Please leave your comment:


Performances of the stocks mentioned by insider


User Generated Screeners


pjmason14Momentum
pascal.van.garsseHigh FCF-M2
kosalmmuse6
kosalmmuseBest one1
DBrizanall 2019Feb26
kosalmmuseBest one
DBrizanall 2019Feb25
kosalmmuseNice
kosalmmusehan
MsDale*52-Week Low
Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)

GF Chat

{{numOfNotice}}
FEEDBACK