CYPRESS FINANCIAL PLANNING LLC Portfolio Holdings
Q3 2025•86 long positions•$325.7M portfolio value
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Holding86 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $36.1M 11.08% | +$1.3M Bought | — 429.0K shares | 413.8K → 429.0K +$1.3M | +3.68% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $34.0M 10.44% | -$671.3K Sold | — 50.8K shares | 51.8K → 50.8K −$671.3K | -1.94% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $27.6M 8.48% | +$1.7M Bought | — 460.2K shares | 432.5K → 460.2K +$1.7M | +6.41% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $27.2M 8.36% | +$1.8M Bought | — 340.6K shares | 318.2K → 340.6K +$1.8M | +7.04% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $27.1M 8.32% | +$328.4K Bought | — 452.5K shares | 447.1K → 452.5K +$328.4K | +1.23% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $23.7M 7.27% | +$769.8K Bought | — 259.0K shares | 250.6K → 259.0K +$769.8K | +3.36% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $23.5M 7.21% | -$280.7K Sold | — 112.2K shares | 113.6K → 112.2K −$280.7K | -1.18% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $13.3M 4.1% | +$51.7K Bought | — 196.0K shares | 195.2K → 196.0K +$51.7K | +0.39% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $13.1M 4.01% | +$845.5K Bought | — 439.5K shares | 411.1K → 439.5K +$845.5K | +6.92% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $9.8M 2.99% | -$66.4K Sold | — 180.0K shares | 181.2K → 180.0K −$66.4K | -0.68% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $9.3M 2.86% | +$336.5K Bought | — 106.7K shares | 102.8K → 106.7K +$336.5K | +3.75% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $8.6M 2.64% | +$138.2K Bought | — 159.9K shares | 157.4K → 159.9K +$138.2K | +1.63% | — — | Q1 2025 Held for 8 months | |
Unknown Unknown | $8.1M 2.49% | -$167.5K Sold | — 37.6K shares | 38.4K → 37.6K −$167.5K | -2.02% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $6.4M 1.98% | -$147.2K Sold | — 9.7K shares | 9.9K → 9.7K −$147.2K | -2.24% | — — | Q3 2025 Held for 2 months | |
Financial - Capital Markets Financial Services | $6.0M 1.84% | +$635.8 Bought | 0.002% 37.7K shares | 37.7K → 37.7K +$635.8 | +0.01% | $253.75B Mega Cap | Q1 2025 Held for 8 months | |
Financial - Credit Services Financial Services | $4.8M 1.49% | +$425.2 Bought | 0.004% 22.8K shares | 22.8K → 22.8K +$425.2 | +0.01% | $135.95B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $3.6M 1.11% | +$63.8K Bought | — 54.8K shares | 53.9K → 54.8K +$63.8K | +1.8% | — — | Q3 2023 Held for 2y 2m | |
Consumer Electronics Technology | $2.3M 0.692% | +$8.1K Bought | 0.0% 8.9K shares | 8.8K → 8.9K +$8.1K | +0.36% | $3.78T Mega Cap | Q2 2022 Held for 3y 5m | |
Aerospace & Defense Industrials | $2.0M 0.627% | -$998.5 Sold | 0.002% 4.1K shares | 4.1K → 4.1K −$998.5 | -0.05% | $116.55B Large Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.9M 0.597% | -$25.0K Sold | — 16.4K shares | 16.6K → 16.4K −$25.0K | -1.27% | — — | Q2 2022 Held for 3y 5m | |
Insurance - Diversified Financial Services | $1.9M 0.581% | +$3.0K Bought | 0.0% 3.8K shares | 3.8K → 3.8K +$3.0K | +0.16% | $1.08T Mega Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.5M 0.466% | — | — 15.7K shares | — | — | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $1.5M 0.46% | -$16.2K Sold | 0.0% 6.8K shares | 6.9K → 6.8K −$16.2K | -1.07% | $2.34T Mega Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.5M 0.452% | +$111.6K Bought | — 57.5K shares | 53.1K → 57.5K +$111.6K | +8.21% | — — | Q2 2022 Held for 3y 5m | |
Entertainment Communication Services | $1.2M 0.376% | +$1.2K Bought | 0.0% 1.0K shares | 1.0K → 1.0K +$1.2K | +0.1% | $509.45B Mega Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.2M 0.364% | -$133.3K Sold | — 2.5K shares | 2.8K → 2.5K −$133.3K | -10.11% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.0M 0.316% | -$798.0 Sold | — 12.9K shares | 12.9K → 12.9K −$798.0 | -0.08% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $980.5K 0.301% | -$20.4K Sold | — 22.8K shares | 23.3K → 22.8K −$20.4K | -2.04% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $935.2K 0.287% | +$115.8K Bought | — 19.4K shares | 17.0K → 19.4K +$115.8K | +14.13% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $919.4K 0.282% | +$66.4K Bought | — 8.6K shares | 8.0K → 8.6K +$66.4K | +7.79% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $911.0K 0.28% | +$17.3K Bought | — 8.2K shares | 8.0K → 8.2K +$17.3K | +1.93% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $859.9K 0.264% | -$21.7K Sold | — 9.2K shares | 9.4K → 9.2K −$21.7K | -2.46% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $858.4K 0.264% | +$70.0K Bought | — 18.8K shares | 17.3K → 18.8K +$70.0K | +8.88% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $832.4K 0.256% | -$9.8K Sold | — 1.8K shares | 1.8K → 1.8K −$9.8K | -1.17% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $801.6K 0.246% | -$35.6K Sold | — 30.4K shares | 31.8K → 30.4K −$35.6K | -4.25% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $782.4K 0.24% | -$328.2 Sold | — 2.4K shares | 2.4K → 2.4K −$328.2 | -0.04% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $745.0K 0.229% | +$79.1K Bought | — 14.6K shares | 13.1K → 14.6K +$79.1K | +11.88% | — — | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $735.2K 0.226% | +$14.9K Bought | 0.0% 3.9K shares | 3.9K → 3.9K +$14.9K | +2.07% | $4.54T Mega Cap | Q2 2024 Held for 1y 5m | |
Software - Infrastructure Technology | $720.5K 0.221% | +$14.5K Bought | 0.0% 1.4K shares | 1.4K → 1.4K +$14.5K | +2.05% | $3.85T Mega Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $630.6K 0.194% | +$23.0K Bought | — 14.8K shares | 14.3K → 14.8K +$23.0K | +3.79% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $589.8K 0.181% | — | — 6.1K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $576.7K 0.177% | +$65.2K Bought | — 7.4K shares | 6.5K → 7.4K +$65.2K | +12.74% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $567.9K 0.174% | -$25.7K Sold | — 13.5K shares | 14.1K → 13.5K −$25.7K | -4.33% | — — | Q2 2022 Held for 3y 5m | |
Construction Industrials | $564.0K 0.173% | +$219.9 Bought | 0.001% 5.1K shares | 5.1K → 5.1K +$219.9 | +0.04% | $71.9B Large Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $535.7K 0.164% | +$37.1K Bought | — 11.7K shares | 10.9K → 11.7K +$37.1K | +7.43% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $527.7K 0.162% | -$10.1K Sold | — 4.8K shares | 4.9K → 4.8K −$10.1K | -1.87% | — — | Q2 2022 Held for 3y 5m | |
Internet Content & Information Communication Services | $525.1K 0.161% | -$25.6K Sold | 0.0% 2.2K shares | 2.3K → 2.2K −$25.6K | -4.64% | $2.95T Mega Cap | Q2 2024 Held for 1y 5m | |
ETF ETF | $520.6K 0.16% | +$7.3K Bought | — 850.0 shares | 838.0 → 850.0 +$7.3K | +1.43% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $488.3K 0.15% | -$30.8K Sold | — 11.3K shares | 12.0K → 11.3K −$30.8K | -5.94% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $488.0K 0.15% | -$24.0K Sold | — 2.0K shares | 2.1K → 2.0K −$24.0K | -4.68% | — — | Q2 2022 Held for 3y 5m |
