Cypress Point Wealth Management, LLC Portfolio Holdings

Cypress Point Wealth Management, LLC

  • $228 Million
  • Q3 2024

Cypress Point Wealth Management, LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $228 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Palantir Technologies Inc. with a value of $57.1M, Dimensional ETF Tr U S Core Eq with a value of $35.1M, Dimensional ETF Tr Dimensional with a value of $10.2M, Vanguard Total Stock Market Et with a value of $8.83M, and Vanguard Index Fds S&P 500 ETF with a value of $8.25M.

Examining the 13F form we can see an increase of $38.2M in the current position value, from $190M to 228M.

Cypress Point Wealth Management, LLC is based out at Dallas, TX

Below you can find more details about Cypress Point Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $228 Million
ETFs: $137 Million
Technology: $63.9 Million
Energy: $6.89 Million
Consumer Cyclical: $5.48 Million
Communication Services: $4.39 Million
Consumer Defensive: $1.02 Million
Financial Services: $773,000
Healthcare: $604,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$460,000 0.2% of portfolio
2,295
Q3 2024 Added 1.41%
$25B
$438,000 0.19% of portfolio
100,000
Q3 2024 New
$0
$400,000 0.18% of portfolio
694
Q1 2024 New
$709B
$361,000 0.16% of portfolio
408
Q3 2024 Reduced 2.63%
$0
$370,000 0.16% of portfolio
13,899
Q2 2024 Reduced 2.59%
$0
$358,000 0.16% of portfolio
2,184
Q3 2024 Added 0.23%
$367B
$370,000 0.16% of portfolio
523
Q3 2024 Reduced 0.19%
$0
$313,000 0.14% of portfolio
9,795
Q1 2024 New
$129B
$325,000 0.14% of portfolio
2,490
Q3 2024 Added 1.14%
$1.06T
$327,000 0.14% of portfolio
1,958
Q3 2024 Reduced 0.36%
$66.8B
$301,000 0.13% of portfolio
1,747
Q3 2024 Added 985.09%
$0
$270,000 0.12% of portfolio
4,397
Q3 2024 Reduced 5.09%
$0
$266,000 0.12% of portfolio
5,657
Q3 2024 Added 10.34%
$2.63B
$243,000 0.11% of portfolio
11,499
Q3 2024 Reduced 0.72%
$129B
$223,000 0.1% of portfolio
1,463
Q3 2024 New
$720B
$225,000 0.1% of portfolio
1,071
Q3 2024 Reduced 7.99%
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q3 2024 Added 14.29%
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q3 2024 Added 52.64%
American Centy ETF Tr
-
$0 0.0% of portfolio
-
Q3 2024 Added 19.95%
Dimensional ETF Trust
-
$0 0.0% of portfolio
-
Q3 2024 Added 41.46%
Ishares Tr
-
$0 0.0% of portfolio
-
Q3 2024 Added 0.64%
-
$0 0.0% of portfolio
-
Q4 2022 New
American Centy ETF Tr
-
$0 0.0% of portfolio
-
Q3 2024 Added 2.75%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 6.99%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $228 Million
  • Prior Value $190 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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