Cypress Point Wealth Management, LLC Reduced Holdings in Q4 2024

Cypress Point Wealth Management, LLC

  • $288 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XOM
Exxon Mobil Corp

Energy
-5.11K
- 8.7%
$105.51 - $125.37 $539K - $641K
53.6K $5.77M
MSFT
Microsoft Corp

Technology
-1.67K
- 51.9%
$406.35 - $454.46 $677K - $757K
1.54K $650K
META
Meta Platforms, Inc.

Communication Services
-1.21K
- 22.39%
$554.08 - $632.68 $670K - $765K
4.19K $2.47M
AAPL
Apple Inc.

Technology
-3.08K
- 29.61%
$221.69 - $259.02 $684K - $799K
7.33K $1.84M
AVEM
American Centy ETF Tr Avantis

ETFs
-530
- 0.58%
$58.59 - $66.14 $31.1K - $35.1K
91K $5.35M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.51K
- 63.93%
$180.88 - $232.93 $454K - $585K
1.42K $310K
AVDV
American Centy ETF Tr Avantis

ETFs
-1.25K
- 2.15%
$63.85 - $70.4 $79.9K - $88.1K
56.9K $3.71M
DFAT
Dimensional ETF Tr U S Target

ETFs
-5.23K
- 17.68%
$54.54 - $61.04 $285K - $319K
24.4K $1.36M
EEMS
Ishares Msci Emerging Mkts Sma

ETFs
-15
- 0.04%
$57.96 - $64.2 $869 - $963
39.4K $2.29M
GOOGL
Alphabet Inc.

Communication Services
-1.51K
- 41.83%
$161.86 - $196.66 $245K - $298K
2.1K $398K
KO
Coca Cola CO

Consumer Defensive
-623
- 4.41%
$61.74 - $71.71 $38.5K - $44.7K
13.5K $841K
AVUV
American Centy ETF Tr Avantis

ETFs
-1.59K
- 3.83%
$94.37 - $106.41 $150K - $169K
39.8K $3.84M
AVIV
American Centy ETF Tr Avantis
-3
- 0.01%
$51.24 - $55.81 $154 - $167
27.2K $1.41M
REET
Ishares Global Reit ETF

ETFs
-2.82K
- 20.3%
$23.43 - $26.54 $66.1K - $74.9K
11.1K $265K
VO
Vanguard Mid Cap ETF

ETFs
-250
- 6.58%
$261.5 - $284.63 $65.4K - $71.2K
3.55K $937K
NFLX
Netflix Inc

Communication Services
-148
- 28.3%
$687.65 - $936.56 $102K - $139K
375 $334K
CRM
Salesforce, Inc.

Technology
-420
- 21.4%
$270.87 - $367.87 $114K - $155K
1.54K $515K
BX
Blackstone Inc.

Financial Services
-173
- 11.83%
$148.45 - $199.05 $25.7K - $34.4K
1.29K $222K
Dimensional ETF Trust
-377
- 4.23%
N/A
8.54K $0
KKR
Kkr & Co. Inc.

Financial Services
-165
- 6.63%
$129.87 - $162.87 $21.4K - $26.9K
2.33K $343K
DFAU
Dimensional ETF Tr

ETFs
-1.77K
- 1.04%
$39.27 - $42.38 $69.4K - $74.8K
169K $6.84M
TSLA
Tesla, Inc.

Consumer Cyclical
-293
- 1.87%
$213.65 - $479.86 $62.6K - $141K
15.4K $6.2M
PLTR
Palantir Technologies Inc.

Technology
-32.7K
- 2.13%
$36.46 - $82.38 $1.19M - $2.7M
1.5M $114M
Activity Summary
Buys All Purchases 36 New Holdings 3 Increased Positions 33 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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