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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
DYNF +270,205+$11,997
IVE +35,952+$6,716
HEFA +84,140+$2,935
BINC +35,198+$1,846
GBTC +8,869+$560
AMT +1,714+$339
CEV +31,531+$335
BSCS +16,525+$332
BHVN +5,965+$326
MDY +485+$270
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
UJUN -21,707-$652
DAPR -17,311-$560
GBIL -3,121-$311
TFI -6,502-$306
QQQX -10,454-$242
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
IUSB +47,549+$2,093
IVW +43,982+$4,234
PMAR +37,285+$1,392
SCHZ +27,495+$1,155
IXC +16,323+$845
EMXC +15,213+$929
WMT +9,308+$202
IGM +6,278+$86
IYW +5,247+$1,291
IJH +2,611-$114
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
SPLG -60,256-$1,380
TFLO -53,614-$2,704
EFV -39,086-$1,666
ESGU -26,673-$2,100
USMV -21,555-$1,533
IEMG -19,387-$957
IRT -15,060-$210
OEF -14,574-$2,737
LYG -13,814-$14
Cypress Wealth Services LLC Info
Size ($ in 1000's)
At 03/31/2024: $429,244
At 12/31/2023: $400,900

Cypress Wealth Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Cypress Wealth Services LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Cypress Wealth Services LLC
As of  03/31/2024, we find all stocks held by Cypress Wealth Services LLC to be as follows, presented in the table below with each row detailing each Cypress Wealth Services LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Cypress Wealth Services LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Cypress Wealth Services LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
ISHARES TR (IVV) 65,274 -10,615 $34,317
     IVV65,274-10,615$34,317
APPLE INC 131,976 -755 $22,631
     AAPL131,976-755$22,631
SPDR SER TR (SPLG) 353,164 -60,256 $21,730
     SPLG353,164-60,256$21,730
ISHARES TR (QUAL) 100,203 -7,356 $16,468
     QUAL100,203-7,356$16,468
BLACKROCK ETF TRUST (DYNF) 270,205 +270,205 $11,997
     DYNF270,205+270,205$11,997
SCHWAB STRATEGIC TR 203,377 +27,495 $9,355
     SCHZ203,377+27,495$9,355
ISHARES TR (IUSB) 203,152 +47,549 $9,262
     IUSB203,152+47,549$9,262
ISHARES TR (EFG) 87,830 +1,180 $9,116
     EFG87,830+1,180$9,116
VANGUARD WORLD FD (MGK) 30,975 -432 $8,878
     MGK30,975-432$8,878
ISHARES TR (EFV) 161,052 -39,086 $8,761
     EFV161,052-39,086$8,761
ISHARES TR (IVW) 99,733 +43,982 $8,421
     IVW99,733+43,982$8,421
ISHARES TR (ESGU) 69,517 -26,673 $7,992
     ESGU69,517-26,673$7,992
ISHARES TR (IYW) 52,492 +5,247 $7,090
     IYW52,492+5,247$7,090
SPDR S&P 500 ETF TR (SPY) 13,306 -2,107 $6,960
     SPY13,306-2,107$6,960
ISHARES TR (IVE) 35,952 +35,952 $6,716
     IVE35,952+35,952$6,716
VANGUARD INDEX FDS (VO) 25,283 -283 $6,317
     VO25,283-283$6,317
VANGUARD INDEX FDS (VOO) 13,081 -174 $6,288
     VOO13,081-174$6,288
VANGUARD WHITEHALL FDS (VYM) 48,203 -2,426 $5,832
     VYM48,203-2,426$5,832
ISHARES TR (OEF) 21,570 -14,574 $5,337
     OEF21,570-14,574$5,337
VANGUARD INDEX FDS (VB) 22,686 -171 $5,186
     VB22,686-171$5,186
ISHARES TR (PFF) 155,103 -3,073 $4,999
     PFF155,103-3,073$4,999
MICROSOFT CORP 11,199 +1,338 $4,712
     MSFT11,199+1,338$4,712
VANGUARD TAX MANAGED FDS (VEA) 93,329 -1,430 $4,682
     VEA93,329-1,430$4,682
ISHARES TR (MBB) 47,443 +2,018 $4,385
     MBB47,443+2,018$4,385
BERKSHIRE HATHAWAY INC DEL      $3,861
     BRK.B9,182-903$3,861
UNITED PARCEL SERVICE INC 24,420 -366 $3,629
     UPS24,420-366$3,629
ALPHABET INC 23,805 +654 $3,593
     GOOGL23,805+654$3,593
AMAZON COM INC 19,883 +284 $3,586
     AMZN19,883+284$3,586
ISHARES TR (HYG) 45,758 -806 $3,557
     HYG45,758-806$3,557
VANGUARD SCOTTSDALE FDS (VCIT) 41,503 -639 $3,341
     VCIT41,503-639$3,341
COLUMBIA ETF TR II (XCEM) 104,347 -1,418 $3,245
     XCEM104,347-1,418$3,245
ISHARES TR (HEFA) 84,140 +84,140 $2,935
     HEFA84,140+84,140$2,935
SCHWAB STRATEGIC TR 35,654 -227 $2,875
     SCHD35,654-227$2,875
ISHARES TR (IVLU) 101,822 -663 $2,874
     IVLU101,822-663$2,874
ISHARES TR (DVY) 22,676 +672 $2,793
     DVY22,676+672$2,793
ISHARES TR (TLT) 29,135 -3,856 $2,757
     TLT29,135-3,856$2,757
VANGUARD WORLD FD (VDC) 13,171 -527 $2,689
     VDC13,171-527$2,689
INVESCO QQQ TR 5,831 -355 $2,589
     QQQ5,831-355$2,589
COSTCO WHSL CORP NEW 3,496 +394 $2,561
     COST3,496+394$2,561
DIMENSIONAL ETF TRUST (DFUV) 61,558 -434 $2,518
     DFUV61,558-434$2,518
ALPHABET INC 16,402 +586 $2,497
     GOOG16,402+586$2,497
DIMENSIONAL ETF TRUST (DFAS) 38,160 +124 $2,379
     DFAS38,160+124$2,379
ISHARES TR (IXC) 53,715 +16,323 $2,307
     IXC53,715+16,323$2,307
ISHARES INC (EMXC) 39,969 +15,213 $2,301
     EMXC39,969+15,213$2,301
ISHARES TR (MUB) 21,272 -419 $2,289
     MUB21,272-419$2,289
ISHARES TR (USMV) 26,791 -21,555 $2,239
     USMV26,791-21,555$2,239
MARRIOTT INTL INC NEW 8,566 +6 $2,161
     MAR8,566+6$2,161
NVIDIA CORPORATION 2,385 +17 $2,155
     NVDA2,385+17$2,155
INNOVATOR ETFS TRUST (NJUL) 35,917 UNCH $2,071
     NJUL35,917UNCH$2,071
META PLATFORMS INC 4,137 +87 $2,009
     META4,137+87$2,009
JPMORGAN CHASE & CO 9,894 +167 $1,982
     JPM9,894+167$1,982
INNOVATOR ETFS TRUST (PMAR) 53,598 +37,285 $1,973
     PMAR53,598+37,285$1,973
ISHARES TR (IFRA) 44,161 +1,269 $1,915
     IFRA44,161+1,269$1,915
BLACKROCK ETF TRUST II (BINC) 35,198 +35,198 $1,846
     BINC35,198+35,198$1,846
TESLA INC 10,293 +184 $1,809
     TSLA10,293+184$1,809
VANGUARD MUN BD FDS (VTEB) 34,414 -1,975 $1,741
     VTEB34,414-1,975$1,741
ISHARES TR (IEV) 30,252 -899 $1,684
     IEV30,252-899$1,684
VANGUARD SPECIALIZED FUNDS (VIG) 8,901 +1 $1,625
     VIG8,901+1$1,625
INNOVATOR ETFS TRUST (IJUL) 57,253 UNCH $1,615
     IJUL57,253UNCH$1,615
ISHARES TR (SUSL) 16,936 -54 $1,589
     SUSL16,936-54$1,589
CHEVRON CORP NEW 9,731 +767 $1,535
     CVX9,731+767$1,535
EXXON MOBIL CORP 13,074 +334 $1,520
     XOM13,074+334$1,520
VANGUARD INDEX FDS (VV) 5,923 -1,101 $1,420
     VV5,923-1,101$1,420
ISHARES TR (IWB) 4,910 -973 $1,414
     IWB4,910-973$1,414
INNOVATOR ETFS TRUST (KJUL) 49,481 UNCH $1,389
     KJUL49,481UNCH$1,389
ELI LILLY & CO 1,766 +106 $1,374
     LLY1,766+106$1,374
VANGUARD INTL EQUITY INDEX F (VWO) 29,708 +373 $1,241
     VWO29,708+373$1,241
SHOPIFY INC 16,030 -1,277 $1,237
     SHOP16,030-1,277$1,237
ISHARES INC (IEMG) 23,963 -19,387 $1,236
     IEMG23,963-19,387$1,236
INNOVATOR ETFS TRUST (EJUL) 50,012 UNCH $1,190
     EJUL50,012UNCH$1,190
AMERICAN EXPRESS CO 5,161 +923 $1,175
     AXP5,161+923$1,175
INNOVATOR ETFS TRUST (PJUL) 30,554 -4,979 $1,160
     PJUL30,554-4,979$1,160
ISHARES TR (FLOT) 22,224 UNCH $1,135
     FLOT22,224UNCH$1,135
JOHNSON & JOHNSON 6,918 -663 $1,094
     JNJ6,918-663$1,094
INNOVATOR ETFS TRUST (TJUL) 41,600 UNCH $1,094
     TJUL41,600UNCH$1,094
WESTAMERICA BANCORPORATION 21,775 UNCH $1,064
     WABC21,775UNCH$1,064
ISHARES TR (EMB) 11,811 +2,518 $1,059
     EMB11,811+2,518$1,059
INNOVATOR ETFS TRUST (IJAN) 32,535 UNCH $1,018
     IJAN32,535UNCH$1,018
FIRST TR EXCHNG TRADED FD VI (YJUN) 45,433 UNCH $1,007
     YJUN45,433UNCH$1,007
DISNEY WALT CO 7,826 +339 $958
     DIS7,826+339$958
PACER FDS TR 16,246 +1,178 $944
     COWZ16,246+1,178$944
ALPS ETF TR (SDOG) 17,287 -7,504 $933
     SDOG17,287-7,504$933
WELLS FARGO CO NEW 15,596 -706 $904
     WFC15,596-706$904
INVESCO EXCH TRD SLF IDX FD 46,857 +554 $900
     BSCQ46,857+554$900
INVESCO EXCH TRD SLF IDX FD 43,898 +468 $897
     BSCP43,898+468$897
INVESCO EXCH TRD SLF IDX FD 42,463 +254 $890
     BSCO42,463+254$890
VISA INC 3,175 +821 $886
     V3,175+821$886
ISHARES TR (IXN) 11,672 -1,958 $873
     IXN11,672-1,958$873
INVESCO EXCH TRD SLF IDX FD 45,072 +564 $869
     BSCR45,072+564$869
AMGEN INC 3,042 +228 $865
     AMGN3,042+228$865
BLACKROCK INC 1,022 +10 $852
     BLK1,022+10$852
ISHARES TR (VLUE) 7,550 -1,593 $818
     VLUE7,550-1,593$818
INNOVATOR ETFS TRUST (EJAN) 28,190 UNCH $816
     EJAN28,190UNCH$816
VERIZON COMMUNICATIONS INC 19,366 +239 $813
     VZ19,366+239$813
SPDR SER TR (LGLV) 5,166 UNCH $805
     LGLV5,166UNCH$805
ISHARES TR (GNMA) 18,453 +256 $801
     GNMA18,453+256$801
ISHARES INC (EMGF) 17,645 -997 $786
     EMGF17,645-997$786
WALMART INC 12,978 +9,308 $781
     WMT12,978+9,308$781
ISHARES TR (TLH) 7,315 +54 $768
     TLH7,315+54$768
SPDR DOW JONES INDL AVERAGE (DIA) 1,919 +360 $763
     DIA1,919+360$763
VANGUARD SCOTTSDALE FDS (VCSH) 9,584 -1,719 $741
     VCSH9,584-1,719$741
FORD MTR CO DEL 55,574 +32 $738
     F55,574+32$738
ISHARES TR (AGG) 7,514 -288 $736
     AGG7,514-288$736
COMCAST CORP NEW 16,926 +980 $734
     CMCSA16,926+980$734
ISHARES TR (LQD) 6,664 -11,266 $726
     LQD6,664-11,266$726
SPROTT PHYSICAL GOLD TR 41,084 UNCH $711
     PHYS41,084UNCH$711
INNOVATOR ETFS TRUST (PJUN) 19,826 -3,283 $684
     PJUN19,826-3,283$684
TEXAS INSTRS INC 3,882 +1,027 $676
     TXN3,882+1,027$676
ORACLE CORP 5,303 +148 $666
     ORCL5,303+148$666
PROCTER AND GAMBLE CO 4,086 +297 $663
     PG4,086+297$663
VANGUARD WORLD FD (VDE) 5,029 +10 $662
     VDE5,029+10$662
ISHARES TR (IGM) 7,534 +6,278 $649
     IGM7,534+6,278$649
ISHARES TR (ITOT) 5,613 -1,674 $647
     ITOT5,613-1,674$647
UNITEDHEALTH GROUP INC 1,283 +56 $635
     UNH1,283+56$635
FIRST TR EXCHNG TRADED FD VI (FJUL) 14,214 UNCH $632
     FJUL14,214UNCH$632
VANGUARD MALVERN FDS (VTIP) 13,110 -2,496 $628
     VTIP13,110-2,496$628
INNOVATOR ETFS TRUST (NAPR) 13,757 UNCH $626
     NAPR13,757UNCH$626
FIRST TR EXCHNG TRADED FD VI (QJUN) 24,290 UNCH $620
     QJUN24,290UNCH$620
DIMENSIONAL ETF TRUST (DFAU) 16,928 UNCH $619
     DFAU16,928UNCH$619
ISHARES TR (SHV) 5,604 -2,853 $619
     SHV5,604-2,853$619
CISCO SYS INC 12,355 -246 $617
     CSCO12,355-246$617
FIRST TR EXCHNG TRADED FD VI (DJUL) 15,163 UNCH $587
     DJUL15,163UNCH$587
INNOVATOR ETFS TRUST (PJAN) 15,014 UNCH $587
     PJAN15,014UNCH$587
LAMAR ADVERTISING CO NEW 4,897 -714 $585
     LAMR4,897-714$585
PHILIP MORRIS INTL INC 6,339 -484 $581
     PM6,339-484$581
ISHARES TR (GOVT) 25,106 -8,109 $572
     GOVT25,106-8,109$572
SCHWAB CHARLES CORP 7,817 +669 $566
     SCHW7,817+669$566
GRAYSCALE BITCOIN TR BTC 8,869 +8,869 $560
     GBTC8,869+8,869$560
STARBUCKS CORP 6,092 +512 $557
     SBUX6,092+512$557
ISHARES TR (IYE) 11,219 -5,783 $554
     IYE11,219-5,783$554
MEDTRONIC PLC 6,292 +101 $548
     MDT6,292+101$548
ISHARES TR (IEFA) 7,372 +277 $547
     IEFA7,372+277$547
ISHARES TR (IJR) 4,947 -1,797 $547
     IJR4,947-1,797$547
HOME DEPOT INC 1,406 -7 $539
     HD1,406-7$539
VANGUARD INDEX FDS (VTV) 3,288 UNCH $535
     VTV3,288UNCH$535
COCA COLA CO 8,665 -822 $530
     KO8,665-822$530
PFIZER INC 19,076 -3,517 $529
     PFE19,076-3,517$529
RIVERNORTH OPPORTUNISTIC MUN 32,500 UNCH $523
     RMI32,500UNCH$523
WHEATON PRECIOUS METALS CORP 11,050 -131 $521
     WPM11,050-131$521
LOWES COS INC 2,042 -2,487 $520
     LOW2,042-2,487$520
ISHARES TR (IWF) 1,535 +1 $517
     IWF1,535+1$517
ENBRIDGE INC 14,018 -1,751 $507
     ENB14,018-1,751$507
EDISON INTL 7,066 -1,030 $500
     EIX7,066-1,030$500
FIRST TR EXCHNG TRADED FD VI (FFEB) 11,043 UNCH $500
     FFEB11,043UNCH$500
SCHWAB STRATEGIC TR 9,579 +823 $500
     SCHP9,579+823$500
BROADCOM INC 376 +165 $499
     AVGO376+165$499
MASTERCARD INCORPORATED 1,023 +159 $492
     MA1,023+159$492
SPROTT PHYSICAL SILVER TR 56,180 +500 $466
     PSLV56,180+500$466
THERMO FISHER SCIENTIFIC INC 790 +6 $459
     TMO790+6$459
VANGUARD INDEX FDS (VUG) 1,325 +1 $456
     VUG1,325+1$456
ABBVIE INC 2,484 +874 $452
     ABBV2,484+874$452
DIMENSIONAL ETF TRUST (DFAI) 14,973 UNCH $452
     DFAI14,973UNCH$452
PEPSICO INC 2,572 +699 $450
     PEP2,572+699$450
MERCK & CO INC 3,398 +1,255 $448
     MRK3,398+1,255$448
GENUINE PARTS CO 2,880 -304 $446
     GPC2,880-304$446
AIR PRODS & CHEMS INC 1,804 -159 $437
     APD1,804-159$437
BALL CORP 6,482 UNCH $437
     BALL6,482UNCH$437
OMNICOM GROUP INC 4,464 -538 $432
     OMC4,464-538$432
BOOKING HOLDINGS INC 118 +6 $428
     BKNG118+6$428
GOLDMAN SACHS GROUP INC 1,012 +6 $423
     GS1,012+6$423
INNOVATOR ETFS TRUST (PDEC) 11,483 UNCH $420
     PDEC11,483UNCH$420
ACCENTURE PLC IRELAND 1,208 +97 $419
     ACN1,208+97$419
ISHARES TR (GBF) 4,016 -136 $416
     GBF4,016-136$416
INNOVATOR ETFS TRUST (PFEB) 12,053 UNCH $412
     PFEB12,053UNCH$412
GSK PLC 9,430 UNCH $404
     GSK9,430UNCH$404
INTEL CORP 9,054 -426 $400
     INTC9,054-426$400
TJX COS INC NEW 3,900 +58 $396
     TJX3,900+58$396
INDEPENDENCE RLTY TR INC 24,438 -15,060 $394
     IRT24,438-15,060$394
HONEYWELL INTL INC 1,905 +750 $391
     HON1,905+750$391
BANK AMERICA CORP 10,275 -73 $390
     BAC10,275-73$390
ISHARES TR (HDV) 3,475 -571 $383
     HDV3,475-571$383
DUKE ENERGY CORP NEW 3,912 -137 $378
     DUK3,912-137$378
VANGUARD BD INDEX FDS (BIV) 4,911 +1,791 $370
     BIV4,911+1,791$370
NETFLIX INC 604 +4 $367
     NFLX604+4$367
CAVA GROUP INC 5,135 -1,460 $360
     CAVA5,135-1,460$360
ISHARES TR (IBDT) 14,427 UNCH $359
     IBDT14,427UNCH$359
INNOVATOR ETFS TRUST (KJAN) 9,793 UNCH $346
     KJAN9,793UNCH$346
ISHARES TR (TIP) 3,210 -49 $345
     TIP3,210-49$345
ISHARES TR (TFLO) 6,724 -53,614 $341
     TFLO6,724-53,614$341
VANGUARD INDEX FDS (VTI) 1,306 -1,080 $340
     VTI1,306-1,080$340
AMERICAN TOWER CORP NEW 1,714 +1,714 $339
     AMT1,714+1,714$339
FRANCO NEV CORP 2,835 -126 $338
     FNV2,835-126$338
EATON VANCE CALIF MUN INCOM 31,531 +31,531 $335
     CEV31,531+31,531$335
WILLIAMS COS INC 8,582 -1,139 $334
     WMB8,582-1,139$334
INVESCO EXCH TRD SLF IDX FD 16,525 +16,525 $332
     BSCS16,525+16,525$332
ISHARES TR (SUB) 3,143 -762 $329
     SUB3,143-762$329
TRUIST FINL CORP 8,450 +135 $329
     TFC8,450+135$329
BIOHAVEN LTD 5,965 +5,965 $326
     BHVN5,965+5,965$326
KKR & CO INC 3,201 +14 $322
     KKR3,201+14$322
FIRST TR EXCHNG TRADED FD VI (GFEB) 9,175 -843 $316
     GFEB9,175-843$316
VANGUARD CHARLOTTE FDS (BNDX) 6,375 -555 $314
     BNDX6,375-555$314
ALTRIA GROUP INC 7,097 -822 $310
     MO7,097-822$310
FIRST TR EXCHNG TRADED FD VI (FAUG) 7,211 UNCH $309
     FAUG7,211UNCH$309
ELEVANCE HEALTH INC 592 +22 $307
     ELV592+22$307
LOCKHEED MARTIN CORP 674 -75 $307
     LMT674-75$307
ABBOTT LABS 2,673 -722 $304
     ABT2,673-722$304
FIDELITY NATL INFORMATION SV 4,097 -3,968 $304
     FIS4,097-3,968$304
FIRST TRUST LRGCP GWT ALPHAD (FTC) 2,448 UNCH $302
     FTC2,448UNCH$302
SPDR SER TR (MDYV) 3,958 -375 $301
     MDYV3,958-375$301
ISHARES INC (ESGE) 9,219 -8,438 $297
     ESGE9,219-8,438$297
SPDR GOLD TR (GLD) 1,437 +25 $296
     GLD1,437+25$296
MCDONALDS CORP 1,025 +246 $289
     MCD1,025+246$289
INNOVATOR ETFS TRUST (PMAY) 8,887 -1,733 $289
     PMAY8,887-1,733$289
IQVIA HLDGS INC 1,101 +55 $278
     IQV1,101+55$278
ISHARES TR (SIZE) 1,926 +7 $274
     SIZE1,926+7$274
PEAKSTONE REALTY TRUST 16,842 -4,640 $272
     PKST16,842-4,640$272
ALPS ETF TR (AMLP) 5,715 +87 $271
     AMLP5,715+87$271
INNOVATOR ETFS TRUST (KOCT) 9,480 UNCH $270
     KOCT9,480UNCH$270
SPDR S&P MIDCAP 400 ETF TR (MDY) 485 +485 $270
     MDY485+485$270
ISHARES TR (EFA) 3,367 +3,367 $269
     EFA3,367+3,367$269
ISHARES TR (IBDS) 11,313 UNCH $269
     IBDS11,313UNCH$269
DIMENSIONAL ETF TRUST (DFAT) 4,813 UNCH $262
     DFAT4,813UNCH$262
ISHARES TR (IBDR) 10,923 UNCH $261
     IBDR10,923UNCH$261
ISHARES TR (IWM) 1,243 +1,243 $261
     IWM1,243+1,243$261
FIRST TR EXCHNG TRADED FD VI (FJUN) 5,505 UNCH $259
     FJUN5,505UNCH$259
BLACKROCK MUNIHLDNGS CALI QL 23,500 +23,500 $259
     MUC23,500+23,500$259
INTERNATIONAL BUSINESS MACHS 1,335 +13 $255
     IBM1,335+13$255
VANGUARD WORLD FD (VHT) 939 +1 $254
     VHT939+1$254
SPDR INDEX SHS FDS (FEZ) 4,750 UNCH $250
     FEZ4,750UNCH$250
FIRST TR EXCHNG TRADED FD VI (QSPT) 9,873 UNCH $246
     QSPT9,873UNCH$246
MARTIN MARIETTA MATLS INC 398 +398 $244
     MLM398+398$244
GENERAL DYNAMICS CORP 862 +862 $243
     GD862+862$243
ISHARES TR (SOXX) 1,074 +716 $243
     SOXX1,074+716$243
ADOBE INC 479 +137 $242
     ADBE479+137$242
LLOYDS BANKING GROUP PLC 93,049 -13,814 $241
     LYG93,049-13,814$241
SCHWAB STRATEGIC TR 3,904 -247 $238
     SCHB3,904-247$238
CVS HEALTH CORP 2,976 +139 $237
     CVS2,976+139$237
CARMAX INC 2,716 +2,716 $237
     KMX2,716+2,716$237
FIRST TR EXCHANGE TRADED FD (FTCS) 2,757 UNCH $236
     FTCS2,757UNCH$236
INNOVATOR ETFS TRUST (PAUG) 6,663 UNCH $236
     PAUG6,663UNCH$236
ISHARES TR (IJH) 3,870 +2,611 $235
     IJH3,870+2,611$235
BLACKSTONE INC 1,784 -1,710 $234
     BX1,784-1,710$234
BNY MELLON ALCENTRA GLOBAL C 26,934 +85 $232
     DCF26,934+85$232
FIRST TR EXCHNG TRADED FD VI (YDEC) 9,756 UNCH $229
     YDEC9,756UNCH$229
VANGUARD INTL EQUITY INDEX F (VGK) 3,387 +14 $228
     VGK3,387+14$228
CONOCOPHILLIPS 1,782 +53 $227
     COP1,782+53$227
ISHARES TR (USIG) 4,362 -525 $221
     USIG4,362-525$221
AT&T INC 12,276 +1,220 $216
     T12,276+1,220$216
SEMPRA 2,956 +24 $212
     SRE2,956+24$212
TAIWAN SEMICONDUCTOR MFG LTD 1,557 +1,557 $212
     TSM1,557+1,557$212
FIRST TR EXCH TRADED FD III (FCAL) 4,250 UNCH $211
     FCAL4,250UNCH$211
ISHARES TR (ICVT) 2,642 +2,642 $211
     ICVT2,642+2,642$211
AUTOMATIC DATA PROCESSING IN 827 -962 $207
     ADP827-962$207
SPDR SER TR (HYMB) 7,975 +21 $205
     HYMB7,975+21$205
ISHARES TR (IBDQ) 8,183 UNCH $203
     IBDQ8,183UNCH$203
NIKE INC 2,160 +2,160 $203
     NKE2,160+2,160$203
NOVARTIS AG 2,084 +2,084 $202
     NVS2,084+2,084$202
SCHWAB STRATEGIC TR 3,263 +3,263 $202
     SCHX3,263+3,263$202
ISHARES TR (EEM) 4,901 -150 $201
     EEM4,901-150$201
ISHARES TR (IHI) 3,417 -2,064 $200
     IHI3,417-2,064$200
BITFARMS LTD 78,600 -4,400 $175
     BITF78,600-4,400$175
VIRTUS CONVERTIBLE & INC 202 17,000 -3,000 $150
     CBH17,000-3,000$150
INVESCO EXCH TRADED FD TR II (PGX) 12,002 -206 $143
     PGX12,002-206$143
FIRST MAJESTIC SILVER CORP 23,993 UNCH $141
     AG23,993UNCH$141
FORTUNA SILVER MINES INC 35,244 UNCH $131
     FSM35,244UNCH$131
SILVERCORP METALS INC 34,122 UNCH $111
     SVM34,122UNCH$111
BIOCRYST PHARMACEUTICALS INC 20,000 UNCH $102
     BCRX20,000UNCH$102
INTERNATIONAL TOWER HILL MIN 129,687 UNCH $89
     THM129,687UNCH$89
PLUG POWER INC 10,500 UNCH $36
     PLUG10,500UNCH$36
BAKKT HOLDINGS INC 15,296 +15,296 $7
     BKKT15,296+15,296$7
ESS TECH INC 10,000 +0 $7
     GWH10,000UNCH$7
FIRST TR EXCHNG TRADED FD VI $0 (exited)
     DAPR0-17,311$0
GOLDMAN SACHS ETF TR $0 (exited)
     GBIL0-3,121$0
NUVEEN NASDAQ 100 DYNAMIC OV $0 (exited)
     QQQX0-10,454$0
SPDR SER TR $0 (exited)
     TFI0-6,502$0
INNOVATOR ETFS TR 0 -21,707 $0 (exited)
     UJUN0-21,707$0

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