Cypress-Financial-Planning

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-09
Total Holdings
80
Total Value
270000925
Accession Number
0001085146-25-001975
Form Type
13F-HR
Manager Name
Cypress-Financial-Planning
Data Enrichment
64% identified
51 identified29 unidentified

Holdings

80 positions • $270.0M total value
Manager:
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45782C409
Shares:7.0K
Value:$325.5K
% of Portfolio:0.1% ($325.5K/$270.0M)
92189H409
Shares:5.9K
Value:$303.8K
% of Portfolio:0.1% ($303.8K/$270.0M)
78468R622
Shares:3.1K
Value:$298.0K
% of Portfolio:0.1% ($298.0K/$270.0M)
INTERNATIONAL BUSINESS MACHINES CORP
Shares:1.2K
Value:$289.5K
% of Portfolio:0.1% ($289.5K/$270.0M)
45782C383
Shares:7.2K
Value:$289.4K
% of Portfolio:0.1% ($289.4K/$270.0M)
PROCTER & GAMBLE Co
Shares:1.7K
Value:$287.3K
% of Portfolio:0.1% ($287.3K/$270.0M)
UNITEDHEALTH GROUP INC
Shares:548
Value:$287.0K
% of Portfolio:0.1% ($287.0K/$270.0M)
SPDR S&P 500 ETF TRUST
Shares:
Value:$279.7K
% of Portfolio:0.1% ($279.7K/$270.0M)
45782C318
Shares:7.4K
Value:$264.3K
% of Portfolio:0.1% ($264.3K/$270.0M)
126633205
Shares:3.5K
Value:$263.1K
% of Portfolio:0.1% ($263.1K/$270.0M)
808524847
Shares:12.0K
Value:$258.3K
% of Portfolio:0.1% ($258.3K/$270.0M)
AbbVie Inc.
Shares:1.2K
Value:$258.2K
% of Portfolio:0.1% ($258.2K/$270.0M)
SHOPIFY INC.
Shares:2.5K
Value:$239.0K
% of Portfolio:0.1% ($239.0K/$270.0M)
Tesla, Inc.
Shares:830
Value:$215.2K
% of Portfolio:0.1% ($215.2K/$270.0M)
45782C524
Shares:6.7K
Value:$213.1K
% of Portfolio:0.1% ($213.1K/$270.0M)
45782C508
Shares:5.1K
Value:$212.0K
% of Portfolio:0.1% ($212.0K/$270.0M)
78464A474
Shares:7.0K
Value:$211.5K
% of Portfolio:0.1% ($211.5K/$270.0M)
922908744
Shares:1.2K
Value:$209.9K
% of Portfolio:0.1% ($209.9K/$270.0M)
EXXON MOBIL CORP
Shares:1.7K
Value:$205.4K
% of Portfolio:0.1% ($205.4K/$270.0M)
ELECTRONIC ARTS INC.
Shares:1.4K
Value:$202.2K
% of Portfolio:0.1% ($202.2K/$270.0M)