Cypress Wealth Services, LLC Buys iShares Core S&P 500 ETF, Wells Fargo, iShares Edge MSCI Min Volatility USA ETF, Sells Franklin Resources Inc, Seagate Technology PLC, Copart Inc

• New Purchases: ISTB, RPG, RYT, TLT, RMI, RMI, EMB, SUB, AIA, BP, LAMR, FE, SGOL, JWN, PH, AMAT, LMT, IWB, CPB,
• Added Positions: IVV, WFC, USMV, MBB, VTV, MUB, SCHX, IGIB, VOO, ITOT, IEFA, IEMG, SCHZ, QQQ, PFF, MTUM, VNQ, VYM, SPY, VCIT, VB, IXN, MGK, IJR, XLY, XOM, SCHD, PFE, BNDX, MDT, DVY, MMM, VDC, IWP, VCSH, VIG, HYMB, NFLX, AMZN, BAC, BLK, ENB, ITW, MRK, FLOT, UNH, DIA, GOOG, GIS, IWF, XLV, XLU, HFRO, CAH, DUK, LLY, IYG, BIP, KHC, LYG, BABA, QCOM, SO, TXN, KMI,
• Reduced Positions: FYX, V, SCHM, MSFT, SCHB, AXP, PYPL, COST, HON, T, VWO, SCHE, LQD, SBUX, JNJ, EFA, SCHA, PEP, FNX, IWM, CORP, JKF, VO, SCHF, MCD, TSLA, BA, VZ, VEA, PG, TMO, CMCSA, BND, JPM, VGK, IBB, AMT, ACN, IYR, CB, HDV, CVX, FTA, ORCL, SRE, SYY, UPS, FDX, FTEC, ALLE, PGX, ACWV, FNV, AEP, UTX, AMLP, DBEU, DGRW, NKE,
• Sold Out: BEN, STX, CPRT, FDM, TJX, RMI, RMI, TSCO, IWC, NSC, MTD, SCHG, FEU, DISCK, MHK, ECL, LIN, IBDK, VTR, SLB, EEM, HSBC, WELL, CGBD,

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

1. iShares Core S&P 500 ETF (IVV) - 41,195 shares, 3.56% of the total portfolio. Shares added by 29.77%
2. Apple Inc (AAPL) - 53,520 shares, 3.47% of the total portfolio. Shares reduced by 0.79%
3. Procter & Gamble Co (PG) - 65,649 shares, 2.36% of the total portfolio. Shares reduced by 1.43%
4. Schwab U.S. Large-Cap ETF (SCHX) - 113,777 shares, 2.34% of the total portfolio. Shares added by 19.87%
5. Vanguard S&P 500 ETF (VOO) - 29,200 shares, 2.30% of the total portfolio. Shares added by 10.33%

Cypress Wealth Services, LLC initiated holding in iShares Core 1-5 Year USD Bond ETF. The purchase prices were between $49.86 and $50.5, with an estimated average price of $50.18. The stock is now traded at around $50.43. The impact to a portfolio due to this purchase was 0.57%. The holding were 39,180 shares as of .

Cypress Wealth Services, LLC initiated holding in Invesco S&P 500 Pure Growth ETF. The purchase prices were between $115.06 and $122.44, with an estimated average price of $119.51. The stock is now traded at around $117.78. The impact to a portfolio due to this purchase was 0.46%. The holding were 13,459 shares as of .

Cypress Wealth Services, LLC initiated holding in Invesco S&P 500 Equal Weight Technology ETF. The purchase prices were between $169.42 and $188.04, with an estimated average price of $179.31. The stock is now traded at around $180.07. The impact to a portfolio due to this purchase was 0.3%. The holding were 5,766 shares as of .

Cypress Wealth Services, LLC initiated holding in iShares 20+ Year Treasury Bond ETF. The purchase prices were between $130.07 and $147.8, with an estimated average price of $139.03. The stock is now traded at around $139.87. The impact to a portfolio due to this purchase was 0.26%. The holding were 6,378 shares as of .

Cypress Wealth Services, LLC initiated holding in RiverNorth Opportunistic Municipal Income Fund, In. The purchase prices were between $21.31 and $22.84, with an estimated average price of $22.05. The stock is now traded at around $22.25. The impact to a portfolio due to this purchase was 0.13%. The holding were 20,500 shares as of .

Cypress Wealth Services, LLC initiated holding in RiverNorth Opportunistic Municipal Income Fund, In. The purchase prices were between $21.31 and $22.84, with an estimated average price of $22.05. The stock is now traded at around $22.25. The impact to a portfolio due to this purchase was 0.13%. The holding were 20,500 shares as of .

Cypress Wealth Services, LLC added to a holding in iShares Core S&P 500 ETF by 29.77%. The purchase prices were between $284.16 and $302.28, with an estimated average price of $295.89. The stock is now traded at around $300.06. The impact to a portfolio due to this purchase was 0.82%. The holding were 41,195 shares as of .

Cypress Wealth Services, LLC added to a holding in Wells Fargo & Co by 315.65%. The purchase prices were between $43.38 and $50.71, with an estimated average price of $47.11. The stock is now traded at around $49.65. The impact to a portfolio due to this purchase was 0.73%. The holding were 65,685 shares as of .

Cypress Wealth Services, LLC added to a holding in iShares Edge MSCI Min Volatility USA ETF by 83.06%. The purchase prices were between $61.12 and $64.69, with an estimated average price of $63.36. The stock is now traded at around $63.78. The impact to a portfolio due to this purchase was 0.57%. The holding were 68,127 shares as of .

Cypress Wealth Services, LLC added to a holding in iShares MBS ETF by 139.21%. The purchase prices were between $107.22 and $108.5, with an estimated average price of $107.91. The stock is now traded at around $108.10. The impact to a portfolio due to this purchase was 0.44%. The holding were 24,074 shares as of .

Cypress Wealth Services, LLC added to a holding in Vanguard Value ETF by 370.77%. The purchase prices were between $105.81 and $113.17, with an estimated average price of $110.61. The stock is now traded at around $111.39. The impact to a portfolio due to this purchase was 0.41%. The holding were 16,232 shares as of .

Cypress Wealth Services, LLC added to a holding in iShares National Muni Bond ETF by 102.48%. The purchase prices were between $112.74 and $115.35, with an estimated average price of $114.09. The stock is now traded at around $114.20. The impact to a portfolio due to this purchase was 0.4%. The holding were 23,913 shares as of .

Cypress Wealth Services, LLC sold out a holding in Franklin Resources Inc. The sale prices were between $25.93 and $35.51, with an estimated average price of $30.57.

Cypress Wealth Services, LLC sold out a holding in Seagate Technology PLC. The sale prices were between $44.44 and $56.75, with an estimated average price of $49.05.

Cypress Wealth Services, LLC sold out a holding in Copart Inc. The sale prices were between $73.4 and $83.44, with an estimated average price of $77.57.

Cypress Wealth Services, LLC sold out a holding in First Trust Dow Select MicroCap Index Fund. The sale prices were between $41.86 and $47.88, with an estimated average price of $44.81.

Cypress Wealth Services, LLC sold out a holding in TJX Companies Inc. The sale prices were between $50.2 and $56.92, with an estimated average price of $54.48.

Cypress Wealth Services, LLC sold out a holding in RiverNorth Opportunistic Municipal Income Fund, In. The sale prices were between $21.31 and $22.84, with an estimated average price of $22.05.

Cypress Wealth Services, LLC reduced to a holding in Visa Inc by 33.76%. The sale prices were between $168.86 and $185.74, with an estimated average price of $178.14. The stock is now traded at around $178.11. The impact to a portfolio due to this sale was -0.14%. Cypress Wealth Services, LLC still held 4,976 shares as of .

Cypress Wealth Services, LLC reduced to a holding in PayPal Holdings Inc by 38.55%. The sale prices were between $102.2 and $121.3, with an estimated average price of $110.25. The stock is now traded at around $103.13. The impact to a portfolio due to this sale was -0.07%. Cypress Wealth Services, LLC still held 3,126 shares as of .

Cypress Wealth Services, LLC reduced to a holding in American Express Co by 27.77%. The sale prices were between $116.8 and $128.57, with an estimated average price of $122.64. The stock is now traded at around $117.76. The impact to a portfolio due to this sale was -0.07%. Cypress Wealth Services, LLC still held 4,738 shares as of .

Cypress Wealth Services, LLC reduced to a holding in Honeywell International Inc by 32.26%. The sale prices were between $156.49 and $178.4, with an estimated average price of $168.85. The stock is now traded at around $164.11. The impact to a portfolio due to this sale was -0.07%. Cypress Wealth Services, LLC still held 2,684 shares as of .

Cypress Wealth Services, LLC reduced to a holding in Tesla Inc by 37.83%. The sale prices were between $211.4 and $264.88, with an estimated average price of $234.7. The stock is now traded at around $258.56. The impact to a portfolio due to this sale was -0.03%. Cypress Wealth Services, LLC still held 838 shares as of .

Cypress Wealth Services, LLC reduced to a holding in Thermo Fisher Scientific Inc by 20.31%. The sale prices were between $268.46 and $305.43, with an estimated average price of $286.65. The stock is now traded at around $280.32. The impact to a portfolio due to this sale was -0.02%. Cypress Wealth Services, LLC still held 722 shares as of .