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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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