Cypress Financial Planning LLC Portfolio Holdings

Cypress Financial Planning LLC

  • $270 Million
  • Q4 2024

Cypress Financial Planning LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $270 Million distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $32.6M, Vanguard Intermediate Term Cor with a value of $32M, Vanguard Intermediate Term Tre with a value of $23.4M, Vanguard Sht Term Corp Bd ETF with a value of $22.8M, and Vanguard Ftse Developed Market with a value of $22.1M.

Examining the 13F form we can see an increase of $785K in the current position value, from $270M to 270M.

Below you can find more details about Cypress Financial Planning LLC portfolio as well as his latest detailed transactions.

Portfolio value $270 Million
ETFs: $247 Million
Financial Services: $12.1 Million
Technology: $4 Million
Industrials: $2.38 Million
Consumer Cyclical: $1.71 Million
Communication Services: $1.59 Million
Healthcare: $498,000
Real Estate: $354,000
Other: $553,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.6 Million 12.07% of portfolio
55,422
Q4 2024 Reduced 1.72%
$0
$32 Million 11.85% of portfolio
399,215
Q4 2024 Added 1.76%
$0
$23.4 Million 8.64% of portfolio
402,953
Q4 2024 Added 4.13%
$0
$22.8 Million 8.45% of portfolio
292,900
Q4 2024 Added 7.92%
$0
$22.1 Million 8.17% of portfolio
462,025
Q4 2024 Added 7.65%
$0
$20.3 Million 7.51% of portfolio
227,828
Q4 2024 Added 5.92%
$0
$18.7 Million 6.91% of portfolio
98,420
Q4 2024 Reduced 3.13%
$0
$11.9 Million 4.41% of portfolio
194,588
Q4 2024 Reduced 0.89%
$0
$10.9 Million 4.02% of portfolio
379,137
Q4 2024 Added 5.56%
$0
$7.82 Million 2.89% of portfolio
177,506
Q4 2024 Added 2.13%
$0
$7.4 Million 2.74% of portfolio
40,635
Q4 2024 Added 0.05%
$0
$7.34 Million 2.71% of portfolio
104,401
Q4 2024 Reduced 0.18%
$0
$6.22 Million 2.3% of portfolio
10,612
Q4 2024 Reduced 2.13%
$198B
$4.96 Million 1.83% of portfolio
39,448
Q4 2024 Added 0.03%
$46.6B
$3.85 Million 1.42% of portfolio
22,247
Q4 2024 Added 0.01%
$0
$2.43 Million 0.9% of portfolio
45,244
Q4 2024 Reduced 4.06%
$117B
$1.97 Million 0.73% of portfolio
4,059
Q4 2024 Added 4.32%
$683B
$1.7 Million 0.63% of portfolio
3,742
Q4 2024 Added 0.43%
$0
$1.67 Million 0.62% of portfolio
14,509
Q4 2024 Added 6.43%
$0
$1.53 Million 0.57% of portfolio
16,576
Q4 2024 New
$1.94T
$1.48 Million 0.55% of portfolio
6,729
Q4 2024 Added 1.99%
$0
$1.32 Million 0.49% of portfolio
3,223
Q4 2024 Reduced 0.03%
$0
$1.27 Million 0.47% of portfolio
50,329
Q4 2024 Added 13.08%
$0
$971,000 0.36% of portfolio
9,094
Q4 2024 Added 1.92%
$415B
$954,000 0.35% of portfolio
1,071
Q4 2024 Added 0.37%
$0
$818,000 0.3% of portfolio
12,895
Q4 2024 Added 1.3%
$0
$748,000 0.28% of portfolio
1,863
Q3 2024 New
$0
$765,000 0.28% of portfolio
19,873
Q4 2024 Reduced 1.42%
$0
$736,000 0.27% of portfolio
31,753
Q4 2024 Added 179.39%
$0
$720,000 0.27% of portfolio
9,527
Q4 2024 Added 4.33%
$2.8T
$722,000 0.27% of portfolio
1,715
Q4 2024 Added 3.31%
$0
$721,000 0.27% of portfolio
15,234
Q4 2024 Reduced 8.34%
$0
$696,000 0.26% of portfolio
6,538
Q4 2024 Added 76.18%
$0
$626,000 0.23% of portfolio
9,088
Q4 2024 Reduced 8.74%
$0
$592,000 0.22% of portfolio
2,046
Q4 2024 Added 2.97%
$0
$535,000 0.2% of portfolio
4,926
Q4 2024 Added 0.08%
$0
$505,000 0.19% of portfolio
12,273
Q4 2024 Reduced 2.3%
$0
$523,000 0.19% of portfolio
13,239
Q4 2024 Reduced 0.45%
$0
$467,000 0.17% of portfolio
868
Q4 2024 Added 16.67%
$0
$441,000 0.16% of portfolio
1,998
Q4 2024 Added 0.15%
$951B
$433,000 0.16% of portfolio
2,278
Q4 2024 Added 0.04%
$55.2B
$404,000 0.15% of portfolio
5,123
Q4 2024 Added 0.14%
$0
$404,000 0.15% of portfolio
8,859
Q4 2024 Reduced 48.92%
$270B
$408,000 0.15% of portfolio
3,042
Q4 2024 Added 18.37%
$0
$387,000 0.14% of portfolio
8,073
Q3 2024 Added 34.75%
$101B
$354,000 0.13% of portfolio
1,932
Q4 2024 Reduced 0.26%
$0
$350,000 0.13% of portfolio
10,692
Q4 2024 Added 0.34%
$0
$360,000 0.13% of portfolio
3,874
Q4 2024 New
$720B
$340,000 0.13% of portfolio
1,421
Q4 2024 Added 2.08%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $270 Million
  • Prior Value $270 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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