Cypress Financial Planning LLC Portfolio Holdings

Cypress Financial Planning LLC

  • $276 Million
  • Q1 2025

Cypress Financial Planning LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $276 Million distributed in 82 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Intermediate Term Cor with a value of $32.5M, Ishares Core S&P 500 ETF with a value of $28.1M, Vanguard Intermediate Term Tre with a value of $24.2M, Vanguard Sht Term Corp Bd ETF with a value of $23.5M, and Vanguard Ftse Developed Market with a value of $22.4M.

Examining the 13F form we can see an increase of $5.8M in the current position value, from $270M to 276M.

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

Portfolio value $276 Million
ETFs: $253 Million
Financial Services: $11.9 Million
Technology: $3.84 Million
Industrials: $2.22 Million
Communication Services: $1.6 Million
Consumer Cyclical: $1.54 Million
Healthcare: $545,000
Real Estate: $421,000
Other: $753,000

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$187B
$4.6 Million 1.67% of portfolio
39,451
Q1 2025 Added 0.01%
$47.1B
$3.8 Million 1.37% of portfolio
22,247
Q4 2024 Added 0.01%
$121B
$1.81 Million 0.66% of portfolio
4,062
Q1 2025 Added 0.07%
$52.8B
$410,000 0.15% of portfolio
5,125
Q1 2025 Added 0.04%
$103B
$421,000 0.15% of portfolio
1,936
Q1 2025 Added 0.21%
$156B
$335,000 0.12% of portfolio
2,183
Q1 2025 Added 0.09%
$102B
$241,000 0.09% of portfolio
2,503
Q1 2025 New
$40.6B
$202,000 0.07% of portfolio
1,399
Q4 2024 Added 0.21%

Summary

  • Portfolio
  • No. of Stocks 82
  • Current Value $276 Million
  • Prior Value $270 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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