Cypress Financial Planning LLC Portfolio Holdings

Cypress Financial Planning LLC

  • $270 Million
  • Q3 2024

Cypress Financial Planning LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $270 Million distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $32.9M, Ishares Core S&P 500 ETF with a value of $32.5M, Vanguard Intermediate Term Tre with a value of $23.4M, Vanguard Ftse Developed Market with a value of $22.7M, and Vanguard Sht Term Corp Bd ETF with a value of $21.6M.

Examining the 13F form we can see an increase of $30M in the current position value, from $240M to 270M.

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

Portfolio value $270 Million
ETFs: $248 Million
Financial Services: $11.9 Million
Technology: $3.55 Million
Industrials: $2.67 Million
Communication Services: $1.34 Million
Consumer Cyclical: $1.23 Million
Real Estate: $450,000
Healthcare: $315,000
Other: $517,000

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$47.3B
$3.12 Million 1.16% of portfolio
22,244
Q3 2024 Added 0.02%
$128B
$2.27 Million 0.84% of portfolio
3,891
Q3 2024 Added 29.31%
$85.5B
$450,000 0.17% of portfolio
1,937
Q3 2024 Added 0.05%
$55.5B
$397,000 0.15% of portfolio
5,116
Q3 2024 Added 0.16%
$172B
$366,000 0.14% of portfolio
2,154
Q3 2024 Added 1.27%
$41.1B
$200,000 0.07% of portfolio
1,396
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $270 Million
  • Prior Value $240 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 9 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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