Cypress Financial Planning LLC Purchases in Q4 2024

Cypress Financial Planning LLC

  • $270 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
16.6K
New
$92.08 - $98.18 $1.53M - $1.63M
16.6K $1.53M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
21.5K
+ 7.92%
$77.86 - $79.27 $1.67M - $1.7M
293K $22.8M
MS
Morgan Stanley

Financial Services
13
+ 0.03%
$104.42 - $134.99 $1.36K - $1.75K
39.4K $4.96M
DFS
Discover Financial Services

Financial Services
3
+ 0.01%
$136.3 - $182.67 $409 - $548
22.2K $3.85M
AAPL
Apple Inc.

Technology
932
+ 11.4%
$221.69 - $259.02 $207K - $241K
9.11K $2.28M
IYR
Ishares Tr

ETFs
3.87K
New
$90.74 - $102.87 $352K - $399K
3.87K $360K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
20K
+ 5.56%
$28.6 - $29.27 $571K - $584K
379K $10.9M
JNK
Spdr Bloomberg High Yield Bond

ETFs
3.13K
New
$94.77 - $97.36 $297K - $305K
3.13K $298K
MUB
Ishares National Muni Bond ETF

ETFs
2.83K
+ 76.18%
$105.78 - $108.7 $299K - $307K
6.54K $696K
AMZN
Amazon Com Inc

Consumer Cyclical
131
+ 1.99%
$180.88 - $232.93 $23.7K - $30.5K
6.73K $1.48M
ABBV
Abb Vie Inc.

Healthcare
1.28K
New
$164.99 - $203.87 $212K - $261K
1.28K $227K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
4.01K
New
$51.33 - $53.74 $206K - $215K
4.01K $206K
NFLX
Netflix Inc

Communication Services
4
+ 0.37%
$687.65 - $936.56 $2.75K - $3.75K
1.07K $954K
SJNK
Spdr Bloomberg Short Term High

ETFs
5.82K
+ 13.08%
$25.09 - $25.69 $146K - $150K
50.3K $1.27M
NVDA
Nvidia Corp

Technology
472
+ 18.37%
$117.0 - $148.88 $55.2K - $70.3K
3.04K $408K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
877
+ 6.43%
$113.92 - $127.38 $99.9K - $112K
14.5K $1.67M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
124
+ 16.67%
$521.84 - $558.82 $64.7K - $69.3K
868 $467K
GOOG
Alphabet Inc.

Communication Services
1
+ 0.04%
$163.08 - $198.16 $163 - $198
2.28K $433K
JPM
Jpmorgan Chase & CO

Financial Services
29
+ 2.08%
$205.18 - $250.29 $5.95K - $7.26K
1.42K $340K
VTI
Vanguard Total Stock Market Et

ETFs
59
+ 2.97%
$280.04 - $302.45 $16.5K - $17.8K
2.05K $592K
MSFT
Microsoft Corp

Technology
55
+ 3.31%
$406.35 - $454.46 $22.3K - $25K
1.72K $722K
JCI
Johnson Controls International PLC

Industrials
7
+ 0.14%
$74.23 - $86.6 $520 - $606
5.12K $404K
IJS
Ishares S&P Smallcap 600 Value

ETFs
4
+ 0.08%
$104.59 - $118.05 $418 - $472
4.93K $535K
PG
Procter & Gamble CO

Consumer Defensive
93
+ 5.71%
$161.05 - $179.7 $15K - $16.7K
1.72K $288K
EA
Electronic Arts Inc.

Communication Services
3
+ 0.21%
$140.69 - $167.97 $422 - $504
1.4K $204K
VIG
Vanguard Dividend Appreciation

ETFs
20
+ 0.05%
N/A
40.6K $7.4M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
1.12K
+ 10.74%
$20.55 - $23.26 $23K - $26K
11.5K $242K
IWM
Ishares Russell 2000 ETF

ETFs
3
+ 0.15%
$216.13 - $242.4 $648 - $727
2K $441K
IBM
International Business Machines Corp

Technology
11
+ 0.96%
$204.9 - $238.04 $2.25K - $2.62K
1.16K $255K
Innovator Etfs Trust
91
+ 0.72%
N/A
12.8K $0
Innovator Etfs Trust
12.2K
New
N/A
12.2K $0
PDEC
Innovator U.S. Equity Power Bu
2.46K
+ 21.71%
N/A
13.8K $0
PNOV
Innovator U.S. Equity Power Bu
2.3K
+ 31.53%
N/A
9.59K $0
SPSB
Spdr Portfolio Short Term Corp

ETFs
85
+ 1.25%
$29.77 - $30.19 $2.53K - $2.57K
6.87K $205K
VGIT
Vanguard Intermediate Term Tre

ETFs
16K
+ 4.13%
$57.78 - $60.4 $924K - $966K
403K $23.4M
SPIB
Spdr Portfolio Intermediate Te

ETFs
36
+ 0.34%
$32.65 - $33.68 $1.18K - $1.21K
10.7K $350K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
16
+ 0.43%
$442.29 - $483.08 $7.08K - $7.73K
3.74K $1.7M
QCOM
Qualcomm Inc

Technology
27
+ 1.25%
$150.4 - $178.04 $4.06K - $4.81K
2.18K $335K
SCHX
Schwab Strategic Tr Us Large C

ETFs
20.4K
+ 179.39%
$22.4 - $68.28 $457K - $1.39M
31.8K $736K
LQD
Ishares Iboxx $ Investment Gra

ETFs
171
+ 1.92%
$106.56 - $113.11 $18.2K - $19.3K
9.09K $971K
EFA
Ishares Tr Msci Eafe ETF

ETFs
395
+ 4.33%
$75.1 - $82.99 $29.7K - $32.8K
9.53K $720K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
165
+ 1.3%
$63.27 - $70.31 $10.4K - $11.6K
12.9K $818K
LMT
Lockheed Martin Corp

Industrials
168
+ 4.32%
$479.66 - $614.62 $80.6K - $103K
4.06K $1.97M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.71K
+ 2.13%
$44.04 - $49.49 $163K - $183K
178K $7.82M
VEA
Vanguard Ftse Developed Market

ETFs
32.8K
+ 7.65%
$47.57 - $52.44 $1.56M - $1.72M
462K $22.1M
VNQ
Vanguard Specialized Funds Van

ETFs
12.7K
+ 5.92%
$87.85 - $98.6 $1.12M - $1.25M
228K $20.3M
VCIT
Vanguard Intermediate Term Cor

ETFs
6.92K
+ 1.76%
$80.13 - $83.77 $554K - $580K
399K $32M
Activity Summary
Buys All Purchases 48 New Holdings 7 Increased Positions 41 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 1
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