Cypress-Point-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, "GOOGL", "SCHH", null, null, null, "AVDE", null, null, null, "AVEM", null, null, null, null, null, null, "RUM", null, "ERNA", "META", null, null, null, null, "MSFT", "KKR", "IVV", "AAPL", "SPY", "PLTR", "IEFA", null, "VO", null, null, null, null, null, null, "VYM", "AMZN", "SCHB", null, null, "VEU", "VUG", "VNQI", "VXUS", "BND", "VBR", "VOO", "VUSB", "VTV", "CRM", null, "BRK-A", "BLND", "KO", null, null, "DFAX", "DFAC", "XOM", "NFLX", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-16
- Total Holdings
- 68
- Total Value
- 315272258
- Accession Number
- 0001667731-25-000439
- Form Type
- 13F-HR
- Manager Name
- Cypress-Point-Wealth-Management
Data Enrichment
53% identified36 identified32 unidentified
Holdings
68 positions • $315.3M total value
Manager:
Search and click to pin securities to the top
Page 2 of 4
46436E163
Shares:119.7K
Value:$3.0M
% of Portfolio:1.0% ($3.0M/$315.3M)
25434V658
Shares:112.6K
Value:$3.0M
% of Portfolio:0.9% ($3.0M/$315.3M)
025072323
Shares:48.9K
Value:$2.4M
% of Portfolio:0.8% ($2.4M/$315.3M)
025072349
Shares:31.5K
Value:$2.1M
% of Portfolio:0.7% ($2.1M/$315.3M)
464286475
Shares:34.5K
Value:$1.9M
% of Portfolio:0.6% ($1.9M/$315.3M)
25434V203
Shares:50.3K
Value:$1.6M
% of Portfolio:0.5% ($1.6M/$315.3M)
025072364
Shares:26.7K
Value:$1.5M
% of Portfolio:0.5% ($1.5M/$315.3M)
46435GAA0
Shares:59.0K
Value:$1.4M
% of Portfolio:0.5% ($1.4M/$315.3M)
025072372
Shares:27.7K
Value:$1.3M
% of Portfolio:0.4% ($1.3M/$315.3M)
25434V609
Shares:19.9K
Value:$1.0M
% of Portfolio:0.3% ($1.0M/$315.3M)
25434V302
Shares:39.4K
Value:$1.0M
% of Portfolio:0.3% ($1.0M/$315.3M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip46436E163)✕ | 119.7K | QoQ 0.00% (+0) | All Managers (Combined) | $3.0M | 1.0% ($3.0M/$315.3M) | |
(cusip25434V658)✕ | 112.6K | All Managers (Combined) | $3.0M | 0.9% ($3.0M/$315.3M) | ||
| 61.6K | All Managers (Combined) | $2.5M | 0.8% ($2.5M/$315.3M) | |||
| 3 | QoQ NEW(+3) YoY NEW(+3) | All Managers (Combined) | $2.4M | 0.8% ($2.4M/$315.3M) | QoQ NEW(+$2.4M) YoY NEW(+$2.4M) | |
| 4.1K | QoQ -1.43% (-60)YoY +5.97% (+233) | All Managers (Combined) | $2.4M | 0.8% ($2.4M/$315.3M) | ||
(cusip025072323)✕ | 48.9K | All Managers (Combined) | $2.4M | 0.8% ($2.4M/$315.3M) | ||
| 35.9K | All Managers (Combined) | $2.2M | 0.7% ($2.2M/$315.3M) | |||
(cusip025072349)✕ | 31.5K | QoQ 0.00% (-2)YoY -0.97% (-310) | All Managers (Combined) | $2.1M | 0.7% ($2.1M/$315.3M) | |
(cusip464286475)✕ | 34.5K | All Managers (Combined) | $1.9M | 0.6% ($1.9M/$315.3M) | ||
| 22.5K | All Managers (Combined) | $1.7M | 0.5% ($1.7M/$315.3M) | |||
Apple Inc.(AAPLcusip037833100) | 7.3K | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$315.3M) | ||
| 9.3K | QoQ 0.00% (+0)YoY +0.83% (+77) | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$315.3M) | ||
(cusip25434V203)✕ | 50.3K | All Managers (Combined) | $1.6M | 0.5% ($1.6M/$315.3M) | ||
(cusip025072364)✕ | 26.7K | QoQ -2.12% (-578)YoY -2.13% (-581) | All Managers (Combined) | $1.5M | 0.5% ($1.5M/$315.3M) | |
(cusip46435GAA0)✕ | 59.0K | QoQ 0.00% (+0)YoY NEW(+59.0K) | All Managers (Combined) | $1.4M | 0.5% ($1.4M/$315.3M) | YoY NEW(+$1.4M) |
| 10.4K | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$315.3M) | |||
(cusip025072372)✕ | 27.7K | All Managers (Combined) | $1.3M | 0.4% ($1.3M/$315.3M) | ||
| 46.5K | All Managers (Combined) | $1.2M | 0.4% ($1.2M/$315.3M) | |||
(cusip25434V609)✕ | 19.9K | All Managers (Combined) | $1.0M | 0.3% ($1.0M/$315.3M) | ||
(cusip25434V302)✕ | 39.4K | QoQ +0.02% (+8)YoY +0.23% (+93) | All Managers (Combined) | $1.0M | 0.3% ($1.0M/$315.3M) |