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:
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46434VBD1
Shares:30.0K
Value:$754.5K
% of Portfolio:0.2% ($754.5K/$315.3M)
25434V815
Shares:20.9K
Value:$587.7K
% of Portfolio:0.2% ($587.7K/$315.3M)
025072141
Shares:9.7K
Value:$510.8K
% of Portfolio:0.2% ($510.8K/$315.3M)
25434V591
Shares:8.6K
Value:$435.2K
% of Portfolio:0.1% ($435.2K/$315.3M)
46435UAA9
Shares:15.0K
Value:$362.7K
% of Portfolio:0.1% ($362.7K/$315.3M)
97717Y691
Shares:9.8K
Value:$317.8K
% of Portfolio:0.1% ($317.8K/$315.3M)
025072356
Shares:7.3K
Value:$313.3K
% of Portfolio:0.1% ($313.3K/$315.3M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
COCA COLA CO(KOcusip191216100) | 13.5K | QoQ 0.00% (+0)YoY +0.02% (+3) | All Managers (Combined) | $967.7K | 0.3% ($967.7K/$315.3M) | |
| 15.1K | QoQ +0.32% (+49)YoY +3.16% (+463) | All Managers (Combined) | $915.8K | 0.3% ($915.8K/$315.3M) | ||
| 2.3K | All Managers (Combined) | $865.1K | 0.3% ($865.1K/$315.3M) | |||
| 226.4K | QoQ 0.00% (-0) | All Managers (Combined) | $758.6K | 0.2% ($758.6K/$315.3M) | ||
(cusip46434VBD1)✕ | 30.0K | QoQ 0.00% (+0) | All Managers (Combined) | $754.5K | 0.2% ($754.5K/$315.3M) | |
| 2.8K | All Managers (Combined) | $711.2K | 0.2% ($711.2K/$315.3M) | |||
| 7.9K | All Managers (Combined) | $598.7K | 0.2% ($598.7K/$315.3M) | |||
(cusip25434V815)✕ | 20.9K | QoQ 0.00% (-0) | All Managers (Combined) | $587.7K | 0.2% ($587.7K/$315.3M) | |
MICROSOFT CORP(MSFTcusip594918104) | 1.5K | QoQ 0.00% (-0) | All Managers (Combined) | $579.2K | 0.2% ($579.2K/$315.3M) | |
| 10.5K | All Managers (Combined) | $524.2K | 0.2% ($524.2K/$315.3M) | |||
(cusip025072141)✕ | 9.7K | All Managers (Combined) | $510.8K | 0.2% ($510.8K/$315.3M) | ||
(cusip25434V591)✕ | 8.6K | All Managers (Combined) | $435.2K | 0.1% ($435.2K/$315.3M) | ||
| 2.3K | QoQ 0.00% (-0)YoY +1.98% (-45) | All Managers (Combined) | $429.9K | 0.1% ($429.9K/$315.3M) | ||
Salesforce, Inc.(CRMcusip79466L302) | 1.5K | QoQ 0.00% (-0) | All Managers (Combined) | $414.1K | 0.1% ($414.1K/$315.3M) | |
| 694 | All Managers (Combined) | $390.0K | 0.1% ($390.0K/$315.3M) | |||
(cusip46435UAA9)✕ | 15.0K | QoQ 0.00% (+0)YoY NEW(+15.0K) | All Managers (Combined) | $362.7K | 0.1% ($362.7K/$315.3M) | YoY NEW(+$362.7K) |
NETFLIX INC(NFLXcusip64110L106) | 375 | QoQ 0.00% (+0) | All Managers (Combined) | $349.7K | 0.1% ($349.7K/$315.3M) | |
Alphabet Inc.(GOOGLcusip02079K305) | 2.1K | All Managers (Combined) | $321.7K | 0.1% ($321.7K/$315.3M) | ||
(cusip97717Y691)✕ | 9.8K | All Managers (Combined) | $317.8K | 0.1% ($317.8K/$315.3M) | ||
(cusip025072356)✕ | 7.3K | YoY NEW(+7.3K) | All Managers (Combined) | $313.3K | 0.1% ($313.3K/$315.3M) | YoY NEW(+$313.3K) |