Cypress Financial Planning LLC Purchases and Sells in Q4 2025

Cypress Financial Planning LLC

  • $343 Million
  • Q4 2025

Top Buys

Incresed Positions

44 operations
Stock Shares change Price Range Shares Held Trade History
118K
+ 25.61%
$59.84 - $60.54 $7.05M - $7.13M
578K $34.7M
85.7K
+ 25.16%
$79.55 - $80.13 $6.82M - $6.86M
426K $33.9M
49.5K
+ 25.25%
$66.93 - $69.17 $3.31M - $3.42M
245K $16.8M
30.2K
+ 6.66%
$59.18 - $62.09 $1.78M - $1.87M
483K $29.6M
12.8K
+ 2.99%
$83.45 - $84.82 $1.07M - $1.09M
442K $36.9M
2.1K
+ 23.65%
$245.27 - $275.25 $514K - $577K
11K $2.93M
View all

New Holdings

18 operations
Stock Shares change Price Range Shares Held Trade History
99.9K
New
$31.41 - $33.69 $3.14M - $3.36M
99.9K $3.22M
110K
New
$28.46 - $29.45 $3.13M - $3.24M
110K $3.19M
31.8K
New
$42.71 - $43.27 $1.36M - $1.37M
31.8K $1.36M
27.2K
New
$48.17 - $48.5 $1.31M - $1.32M
27.2K $1.31M
22.8K
New
$35.06 - $36.3 $799K - $828K
22.8K $818K
12K
New
$66.04 - $69.67 $793K - $836K
12K $806K
View all

Top Sells

Reduced Positions

34 operations
Stock Shares change Price Range Shares Held Trade History
-154K
- 96.33%
$51.76 - $53.77 $7.97M - $8.28M
5.88K $308K
-68.1K
- 26.31%
$88.13 - $92.69 $6.01M - $6.32M
191K $17.1M
-100
- 0.44%
$201.01 - $225.01 $20.1K - $22.5K
22.7K $4.56M
-2.58K
- 42.44%
$93.69 - $98.5 $242K - $254K
3.5K $331K
-5.07K
- 34.15%
$42.06 - $42.92 $213K - $218K
9.78K $415K
-3.66K
- 32.28%
$42.64 - $43.66 $156K - $160K
7.67K $331K
View all

Options

Puts

3 operations
Stock Shares change Price Range Shares Held Trade History
100
New
$151.86 - $169.92 $15.2K - $17K
100 $15K
-389
- 97.25%
$653.02 - $687.39 $254K - $267K
11 $7K
-3.17K
- 99.0%
$589.5 - $635.77 $1.87M - $2.01M
32 $19K
Activity Summary
Buys All Purchases 62 New Holdings 18 Increased Positions 44 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 3
Track This Portfolio

Track Cypress Financial Planning LLC Portfolio

Follow Cypress Financial Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cypress Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cypress Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email