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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.9 Million 12.19% of portfolio
392,296
Q3 2024 Added 3.06%
$0
$32.5 Million 12.07% of portfolio
56,392
Q3 2024 Reduced 6.02%
$0
$23.4 Million 8.67% of portfolio
386,957
Q3 2024 Added 11.65%
$0
$22.7 Million 8.41% of portfolio
429,181
Q3 2024 Added 1.86%
$0
$21.6 Million 8.0% of portfolio
271,414
Q3 2024 Added 5.04%
$0
$21 Million 7.77% of portfolio
215,102
Q3 2024 Added 43.51%
$0
$18.5 Million 6.86% of portfolio
101,603
Q3 2024 Added 6.18%
$0
$12.3 Million 4.57% of portfolio
196,335
Q3 2024 Reduced 4.84%
$0
$10.6 Million 3.92% of portfolio
359,173
Q3 2024 Added 15.18%
$0
$8.32 Million 3.08% of portfolio
173,801
Q3 2024 Added 4.26%
$0
$8.16 Million 3.03% of portfolio
104,594
Q3 2024 Added 19.99%
$0
$7.4 Million 2.74% of portfolio
40,615
Q3 2024 Reduced 4.62%
$0
$6.22 Million 2.31% of portfolio
10,843
Q3 2024 Reduced 3.15%
$215B
$4.11 Million 1.52% of portfolio
39,435
Q3 2024 Reduced 1.61%
$48.2B
$3.12 Million 1.16% of portfolio
22,244
Q3 2024 Added 0.02%
$0
$2.53 Million 0.94% of portfolio
47,159
Q3 2024 Added 25.57%
$4.15T
$1.9 Million 0.71% of portfolio
8,173
Q3 2024 Added 3.23%
$597B
$1.71 Million 0.64% of portfolio
3,726
Q3 2024 Added 0.13%
$0
$1.59 Million 0.59% of portfolio
13,632
Q3 2024 Added 1.45%
$0
$1.24 Million 0.46% of portfolio
3,224
Q3 2024 Added 134.13%
$2.33T
$1.23 Million 0.46% of portfolio
6,598
Q3 2024 Added 0.41%
$0
$1.15 Million 0.43% of portfolio
44,506
Q3 2024 Added 1.63%
$0
$1.01 Million 0.37% of portfolio
8,923
Q3 2024 Reduced 10.14%
$0
$905,000 0.34% of portfolio
12,730
Q3 2024 Reduced 0.92%
$0
$800,000 0.3% of portfolio
16,621
Q3 2024 Reduced 1.01%
$0
$812,000 0.3% of portfolio
17,345
Q3 2024 Added 2.27%
$0
$771,000 0.29% of portfolio
11,365
Q3 2024 Added 0.15%
$0
$763,000 0.28% of portfolio
9,132
Q3 2024 Added 0.74%
$0
$763,000 0.28% of portfolio
20,159
Q3 2024 Added 48.47%
$415B
$756,000 0.28% of portfolio
1,067
Q3 2024 Reduced 8.49%
$3.27T
$714,000 0.26% of portfolio
1,660
Q3 2024 Added 1.22%
$0
$699,000 0.26% of portfolio
1,863
Q3 2024 New
$0
$672,000 0.25% of portfolio
9,958
Q3 2024 Reduced 19.93%
$0
$562,000 0.21% of portfolio
1,987
Q3 2024 Reduced 2.74%
$0
$529,000 0.2% of portfolio
4,922
Q3 2024 Reduced 7.84%
$0
$508,000 0.19% of portfolio
12,562
Q3 2024 Added 11.58%
$0
$517,000 0.19% of portfolio
13,299
Q3 2024 Reduced 28.26%
$0
$446,000 0.17% of portfolio
15,197
Q3 2024 Added 103.41%
$86B
$450,000 0.17% of portfolio
1,937
Q3 2024 Added 0.05%
$0
$440,000 0.16% of portfolio
1,995
Q3 2024 Reduced 5.58%
$0
$392,000 0.15% of portfolio
744
Q3 2024 Reduced 0.4%
$55.8B
$397,000 0.15% of portfolio
5,116
Q3 2024 Added 0.16%
$0
$403,000 0.15% of portfolio
3,711
Q3 2024 Added 11.07%
$0
$385,000 0.14% of portfolio
7,269
Q3 2024 Added 0.3%
$179B
$366,000 0.14% of portfolio
2,154
Q3 2024 Added 1.27%
$0
$375,000 0.14% of portfolio
8,073
Q3 2024 Added 34.75%
$1.2T
$380,000 0.14% of portfolio
2,277
Q3 2024 Added 43.48%
$0
$359,000 0.13% of portfolio
10,656
Q3 2024 Reduced 18.63%
$0
$361,000 0.13% of portfolio
9,637
Q3 2024 Added 0.21%

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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