Cypress Financial Planning LLC Portfolio Holdings

Cypress Financial Planning LLC

  • $276 Million
  • Q1 2025

Cypress Financial Planning LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $276 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $32.5M, Ishares Core S&P 500 ETF with a value of $28.1M, Vanguard Intermediate Term Tre with a value of $24.2M, Vanguard Sht Term Corp Bd ETF with a value of $23.5M, and Vanguard Ftse Developed Market with a value of $22.4M.

Examining the 13F form we can see an increase of $5.8M in the current position value, from $270M to 276M.

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

Portfolio value $276 Million
ETFs: $253 Million
Financial Services: $11.9 Million
Technology: $3.84 Million
Industrials: $2.22 Million
Communication Services: $1.6 Million
Consumer Cyclical: $1.54 Million
Healthcare: $545,000
Real Estate: $421,000
Other: $753,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.5 Million 11.75% of portfolio
397,391
Q1 2025 Reduced 0.46%
$0
$28.1 Million 10.16% of portfolio
50,275
Q1 2025 Reduced 9.29%
$0
$24.2 Million 8.75% of portfolio
407,309
Q1 2025 Added 1.08%
$0
$23.5 Million 8.52% of portfolio
298,211
Q1 2025 Added 1.81%
$0
$22.4 Million 8.11% of portfolio
437,350
Q1 2025 Reduced 5.34%
$0
$21.5 Million 7.79% of portfolio
239,716
Q1 2025 Added 5.22%
$0
$18.3 Million 6.62% of portfolio
105,662
Q1 2025 Added 7.36%
$0
$11.5 Million 4.18% of portfolio
188,605
Q1 2025 Reduced 3.07%
$0
$11.1 Million 4.03% of portfolio
386,088
Q1 2025 Added 1.83%
$0
$8.1 Million 2.93% of portfolio
178,683
Q1 2025 Added 0.66%
$0
$7.93 Million 2.87% of portfolio
103,830
Q1 2025 Reduced 0.55%
$0
$7.45 Million 2.7% of portfolio
151,476
Q1 2025 New
$0
$7.19 Million 2.6% of portfolio
39,460
Q1 2025 Reduced 2.89%
$0
$5.55 Million 2.01% of portfolio
9,928
Q1 2025 Reduced 6.45%
$197B
$4.6 Million 1.67% of portfolio
39,451
Q1 2025 Added 0.01%
$50.5B
$3.8 Million 1.37% of portfolio
22,247
Q4 2024 Added 0.01%
$3.36T
$1.95 Million 0.71% of portfolio
8,796
Q1 2025 Reduced 3.39%
$691B
$1.96 Million 0.71% of portfolio
3,740
Q1 2025 Reduced 0.05%
$125B
$1.81 Million 0.66% of portfolio
4,062
Q1 2025 Added 0.07%
$0
$1.57 Million 0.57% of portfolio
16,518
Q1 2025 Reduced 0.35%
$0
$1.55 Million 0.56% of portfolio
14,936
Q1 2025 Added 2.94%
$1.93T
$1.32 Million 0.48% of portfolio
6,952
Q1 2025 Added 3.31%
$0
$1.3 Million 0.47% of portfolio
51,906
Q1 2025 Added 3.13%
$490B
$1.04 Million 0.38% of portfolio
1,115
Q1 2025 Added 4.11%
$0
$1.02 Million 0.37% of portfolio
2,753
Q1 2025 Reduced 14.58%
$0
$924,000 0.33% of portfolio
13,029
Q1 2025 Added 1.04%
$0
$858,000 0.31% of portfolio
7,910
Q1 2025 Reduced 13.02%
$0
$799,000 0.29% of portfolio
9,693
Q1 2025 Added 1.74%
$0
$763,000 0.28% of portfolio
7,260
Q1 2025 Added 11.04%
$0
$757,000 0.27% of portfolio
15,941
Q1 2025 Added 4.64%
$0
$697,000 0.25% of portfolio
31,749
Q1 2025 Reduced 0.01%
$0
$680,000 0.25% of portfolio
18,536
Q1 2025 Added 95.96%
$0
$653,000 0.24% of portfolio
2,390
Q1 2025 Added 16.81%
$0
$640,000 0.23% of portfolio
16,999
Q1 2025 Reduced 14.46%
$0
$648,000 0.23% of portfolio
1,798
Q1 2025 Reduced 3.49%
$2.92T
$617,000 0.22% of portfolio
1,644
Q1 2025 Reduced 4.14%
$0
$472,000 0.17% of portfolio
4,861
Q1 2025 Reduced 1.32%
$0
$460,000 0.17% of portfolio
11,891
Q1 2025 Reduced 10.18%
$0
$453,000 0.16% of portfolio
11,305
Q1 2025 Reduced 7.89%
$0
$445,000 0.16% of portfolio
6,814
Q1 2025 Reduced 25.02%
$277B
$403,000 0.15% of portfolio
3,727
Q1 2025 Added 22.52%
$55.8B
$410,000 0.15% of portfolio
5,125
Q1 2025 Added 0.04%
$0
$401,000 0.15% of portfolio
2,004
Q1 2025 Added 0.3%
$98.2B
$421,000 0.15% of portfolio
1,936
Q1 2025 Added 0.21%
$0
$398,000 0.14% of portfolio
8,859
Q4 2024 Reduced 48.92%
$0
$395,000 0.14% of portfolio
774
Q1 2025 Reduced 10.83%
$0
$392,000 0.14% of portfolio
10,972
Q1 2025 Added 32.53%
$0
$369,000 0.13% of portfolio
3,896
Q1 2025 Added 0.57%
$997B
$354,000 0.13% of portfolio
2,266
Q1 2025 Reduced 0.53%

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $276 Million
  • Prior Value $270 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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