Cypress Financial Planning LLC Incresed Positions in Q1 2025

Cypress Financial Planning LLC

  • $276 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VNQ
Vanguard Specialized Funds Van

ETFs
11.9K
+ 5.22%
$85.55 - $94.34 $1.02M - $1.12M
240K $21.5M
VGIT
Vanguard Intermediate Term Tre

ETFs
4.36K
+ 1.08%
$57.44 - $59.3 $250K - $258K
407K $24.2M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
5.31K
+ 1.81%
$77.7 - $78.94 $413K - $419K
298K $23.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
9.08K
+ 95.96%
$33.84 - $37.77 $307K - $343K
18.5K $680K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.18K
+ 0.66%
$42.5 - $46.71 $50K - $55K
179K $8.1M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
6.95K
+ 1.83%
$28.55 - $29.09 $198K - $202K
386K $11.1M
IEMG
Ishares Inc

ETFs
4.21K
+ 9.3%
N/A
49.5K $2.65M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
134
+ 1.04%
$63.07 - $73.5 $8.45K - $9.85K
13K $924K
PFEB
Innovator U.S. Equity Power Bu

ETFs
2.69K
+ 32.53%
$35.54 - $37.44 $95.7K - $101K
11K $392K
NFLX
Netflix Inc

Communication Services
44
+ 4.11%
$828.4 - $1058.6 $36.4K - $46.6K
1.12K $1.04M
MUB
Ishares National Muni Bond ETF

ETFs
722
+ 11.04%
$104.71 - $107.69 $75.6K - $77.8K
7.26K $763K
AMT
American Tower Corp

Real Estate
4
+ 0.21%
$173.46 - $217.6 $694 - $870
1.94K $421K
VTI
Vanguard Total Stock Market Et

ETFs
344
+ 16.81%
$271.18 - $303.12 $93.3K - $104K
2.39K $653K
PMAR
Innovator U.S. Equity Power Bu

ETFs
953
+ 15.14%
$39.51 - $41.0 $37.7K - $39.1K
7.25K $288K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
707
+ 4.64%
$47.33 - $47.92 $33.5K - $33.9K
15.9K $757K
IBM
International Business Machines Corp

Technology
2
+ 0.17%
$217.4 - $264.74 $435 - $529
1.16K $289K
SJNK
Spdr Bloomberg Short Term High

ETFs
1.58K
+ 3.13%
$25.08 - $25.64 $39.6K - $40.4K
51.9K $1.3M
UNH
Unitedhealth Group Inc

Healthcare
11
+ 2.05%
$461.52 - $548.18 $5.08K - $6.03K
548 $287K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
477
+ 4.14%
$20.2 - $22.24 $9.64K - $10.6K
12K $255K
JPM
Jpmorgan Chase & CO

Financial Services
6
+ 0.42%
$225.19 - $279.95 $1.35K - $1.68K
1.43K $350K
IYR
Ishares Tr

ETFs
22
+ 0.57%
$89.49 - $98.98 $1.97K - $2.18K
3.9K $369K
HYD
Vaneck High Yield Muni ETF

ETFs
249
+ 4.38%
$50.79 - $52.53 $12.6K - $13.1K
5.94K $302K
JCI
Johnson Controls International PLC

Industrials
2
+ 0.04%
$76.12 - $90.6 $152 - $181
5.13K $410K
SPSB
Spdr Portfolio Short Term Corp

ETFs
158
+ 2.3%
$29.82 - $30.1 $4.71K - $4.76K
7.03K $211K
PDEC
Innovator U.S. Equity Power Bu
515
+ 3.74%
N/A
14.3K $0
QCOM
Qualcomm Inc

Technology
2
+ 0.09%
$151.94 - $175.86 $304 - $352
2.18K $335K
NVDA
Nvidia Corp

Technology
685
+ 22.52%
$106.98 - $149.43 $73.3K - $102K
3.73K $403K
TSLA
Tesla, Inc.

Consumer Cyclical
243
+ 41.4%
$222.15 - $428.22 $54K - $104K
830 $215K
IWM
Ishares Russell 2000 ETF

ETFs
6
+ 0.3%
$198.1 - $229.79 $1.19K - $1.38K
2K $401K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
427
+ 2.94%
$102.49 - $119.96 $43.8K - $51.2K
14.9K $1.55M
AMZN
Amazon Com Inc

Consumer Cyclical
223
+ 3.31%
$190.26 - $242.06 $42.4K - $54K
6.95K $1.32M
LMT
Lockheed Martin Corp

Industrials
3
+ 0.07%
$423.19 - $506.29 $1.27K - $1.52K
4.06K $1.81M
MS
Morgan Stanley

Financial Services
3
+ 0.01%
$111.68 - $141.08 $335 - $423
39.5K $4.6M
VXF
Vanguard Extended Market ETF

ETFs
7.24K
+ 7.36%
$170.36 - $201.04 $1.23M - $1.46M
106K $18.3M
Activity Summary
Buys All Purchases 39 New Holdings 4 Increased Positions 35 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 1
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