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Latest CYPRESS FINANCIAL PLANNING LLC Stock Portfolio

CYPRESS FINANCIAL PLANNING LLC Performance:
2024 Q3: 1.5%YTD: 4.75%2023: 4.01%
Performance for 2024 Q3 is 1.5%, and YTD is 4.75%, and 2023 is 4.01%.

About CYPRESS FINANCIAL PLANNING LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, CYPRESS FINANCIAL PLANNING LLC reported an equity portfolio of $270.5 Millions as of 30 Sep, 2024.

The top stock holdings of CYPRESS FINANCIAL PLANNING LLC are BNDW, IJR, BNDW. The fund has invested 12.2% of it's portfolio in VANGUARD SCOTTSDALE FDS and 12% of portfolio in ISHARES TR.

The fund managers got completely rid off VANGUARD BD INDEX FDS (BIV) stocks. They significantly reduced their stock positions in INNOVATOR ETFS TRUST (BAPR), SPDR SER TR (BIL) and ISHARES TR (IJR). CYPRESS FINANCIAL PLANNING LLC opened new stock positions in ISHARES TR (IJR), INTERNATIONAL BUSINESS MACHS (IBM) and SCHWAB STRATEGIC TR (FNDA). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), INNOVATOR ETFS TRUST (BAPR) and ALPHABET INC (GOOG).

CYPRESS FINANCIAL PLANNING LLC Annual Return Estimates Vs S&P 500

Our best estimate is that CYPRESS FINANCIAL PLANNING LLC made a return of 1.5% in the last quarter. In trailing 12 months, it's portfolio return was 6.39%.

New Buys

Ticker$ Bought
ishares tr699,333
international business machs254,536
schwab strategic tr241,246
cava group inc222,930
spdr ser tr207,844
spdr ser tr205,420
ishares tr202,271
innovator etfs trust202,200
New stocks bought by CYPRESS FINANCIAL PLANNING LLC

Additions

Ticker% Inc.
vanguard index fds134
innovator etfs trust103
innovator etfs trust92.33
innovator etfs trust48.47
vanguard index fds43.51
alphabet inc43.48
innovator etfs trust34.75
jpmorgan chase & co.31.07
Additions to existing portfolio by CYPRESS FINANCIAL PLANNING LLC

Reductions

Ticker% Reduced
innovator etfs trust-37.93
innovator etfs trust-28.26
innovator etfs trust-22.26
innovator etfs trust-22.12
innovator etfs trust-22.04
spdr ser tr-19.93
spdr ser tr-18.63
innovator etfs trust-10.23
CYPRESS FINANCIAL PLANNING LLC reduced stake in above stock

Sold off

Ticker$ Sold
vanguard bd index fds-246,267
CYPRESS FINANCIAL PLANNING LLC got rid off the above stocks

Sector Distribution

CYPRESS FINANCIAL PLANNING LLC has about 93.5% of it's holdings in Others sector.

Sector%
Others93.5
Financial Services2.8
Technology1.3

Market Cap. Distribution

CYPRESS FINANCIAL PLANNING LLC has about 6.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED93.5
LARGE-CAP4.1
MEGA-CAP2.3

Stocks belong to which Index?

About 6.4% of the stocks held by CYPRESS FINANCIAL PLANNING LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others93.6
S&P 5006.4
Top 5 Winners (%)%
LMT
lockheed martin corp
20.0 %
AMT
american tower corp new
19.6 %
JCI
johnson ctls intl plc
16.8 %
UNH
unitedhealth group inc
14.8 %
IBM
international business machs
14.1 %
Top 5 Winners ($)$
IJR
ishares tr
1.8 M
LMT
lockheed martin corp
0.4 M
SPY
spdr s&p 500 etf tr
0.3 M
MS
morgan stanley
0.3 M
DFS
discover finl svcs
0.2 M
Top 5 Losers (%)%
QCOM
qualcomm inc
-14.5 %
UAN
cvr partners lp
-11.3 %
GOOG
alphabet inc
-6.3 %
MSFT
microsoft corp
-3.7 %
AMZN
amazon com inc
-3.6 %
Top 5 Losers ($)$
QCOM
qualcomm inc
-0.1 M
AMZN
amazon com inc
0.0 M
UAN
cvr partners lp
0.0 M
MSFT
microsoft corp
0.0 M
GOOG
alphabet inc
0.0 M

CYPRESS FINANCIAL PLANNING LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of CYPRESS FINANCIAL PLANNING LLC

CYPRESS FINANCIAL PLANNING LLC has 76 stocks in it's portfolio. About 75.3% of the portfolio is in top 10 stocks. QCOM proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for CYPRESS FINANCIAL PLANNING LLC last quarter.

Last Reported on: 07 Oct, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions