Cypress Financial Planning LLC Sells in Q2 2025

Cypress Financial Planning LLC

  • $302 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-9.63K
- 51.93%
$32.66 - $40.75 $314K - $392K
8.91K $360K
VIG
Vanguard Dividend Appreciation

ETFs
-1.1K
- 2.79%
N/A
38.4K $6.99M
IEF
Ishares Barclays

ETFs
-791
- 4.79%
$93.15 - $96.56 $73.7K - $76.4K
15.7K $1.51M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-1.89K
- 26.01%
$37.18 - $42.23 $70.1K - $79.6K
5.36K $226K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-2.69K
- 15.84%
$35.3 - $40.46 $95K - $109K
14.3K $578K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-506
- 16.18%
$91.23 - $97.27 $46.2K - $49.2K
2.62K $254K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-456
- 4.41%
$32.62 - $33.58 $14.9K - $15.3K
9.89K $332K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-553
- 7.92%
$42.58 - $50.22 $23.5K - $27.8K
6.43K $322K
PSEP
Innovator U.S. Equity Power Bu
-62
- 0.27%
N/A
23.3K $0
PDEC
Innovator U.S. Equity Power Bu
-168
- 1.18%
N/A
14.1K $0
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-110
- 1.49%
$33.11 - $37.79 $3.64K - $4.16K
7.27K $274K
QCOM
Qualcomm Inc

Technology
-2
- 0.09%
$124.66 - $159.48 $249 - $319
2.18K $347K
IJUL
Innovator Etfs Tr

ETFs
-157
- 1.37%
$27.51 - $31.94 $4.32K - $5.01K
11.3K $361K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-370
- 3.27%
$37.66 - $43.85 $13.9K - $16.2K
10.9K $479K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-285
- 4.18%
$58.41 - $72.69 $16.6K - $20.7K
6.53K $474K
IBM
International Business Machines Corp

Technology
-68
- 5.84%
$221.03 - $294.78 $15K - $20K
1.1K $323K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-251
- 2.59%
$72.96 - $90.39 $18.3K - $22.7K
9.44K $844K
GOOG
Alphabet Inc.

Communication Services
-5
- 0.22%
$146.58 - $180.01 $733 - $900
2.26K $401K
MSFT
Microsoft Corp

Technology
-281
- 17.09%
$354.56 - $497.45 $99.6K - $140K
1.36K $677K
VTI
Vanguard Total Stock Market Et

ETFs
-5
- 0.21%
$243.75 - $303.93 $1.22K - $1.52K
2.39K $724K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-121
- 0.93%
$62.73 - $78.42 $7.59K - $9.49K
12.9K $1M
VUG
Vanguard Growth ETF

ETFs
-2
- 0.07%
$329.49 - $438.4 $659 - $877
2.75K $1.21M
AMZN
Amazon Com Inc

Consumer Cyclical
-52
- 0.75%
$167.32 - $223.3 $8.7K - $11.6K
6.9K $1.51M
NFLX
Netflix Inc

Communication Services
-94
- 8.43%
$855.86 - $1339.13 $80.5K - $126K
1.02K $1.37M
SPY
Spdr S&P 500 ETF Trust

ETFs
-40
- 0.4%
$496.48 - $617.85 $19.9K - $24.7K
9.89K $6.11M
IEFA
Ishares Tr

ETFs
-999
- 0.96%
$67.83 - $84.09 $67.8K - $84K
103K $8.58M
MS
Morgan Stanley

Financial Services
-1.74K
- 4.41%
$99.83 - $140.86 $174K - $245K
37.7K $5.31M
Activity Summary
Buys All Purchases 45 New Holdings 6 Increased Positions 39 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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