$65.8 Million is the total value of Cypress Point Wealth Management, LLC's 211 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LPRO | New | OPEN LENDING CORP | $3,671,000 | – | 105,000 | +100.0% | 5.58% | – |
| TSLA | New | TESLA INC | $3,592,000 | – | 5,090 | +100.0% | 5.46% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $2,918,000 | – | 32,069 | +100.0% | 4.44% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $2,396,000 | – | 10,335 | +100.0% | 3.64% | – |
| SCHH | New | SCHWAB STRATEGIC TRus reit etf | $2,376,000 | – | 62,564 | +100.0% | 3.61% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $1,501,000 | – | 7,257 | +100.0% | 2.28% | – |
| DD | New | DUPONT DE NEMOURS INC | $1,456,000 | – | 20,466 | +100.0% | 2.21% | – |
| AAPL | New | APPLE INC | $1,372,000 | – | 10,335 | +100.0% | 2.09% | – |
| L | New | LOEWS CORP | $1,365,000 | – | 30,318 | +100.0% | 2.08% | – |
| FB | New | FACEBOOK INCcl a | $1,335,000 | – | 4,887 | +100.0% | 2.03% | – |
| ENB | New | ENBRIDGE INC | $1,171,000 | – | 36,592 | +100.0% | 1.78% | – |
| BIL | New | SPDR SER TRspdr bloomberg | $1,162,000 | – | 12,700 | +100.0% | 1.77% | – |
| KO | New | COCA COLA CO | $1,073,000 | – | 19,554 | +100.0% | 1.63% | – |
| MSFT | New | MICROSOFT CORP | $1,063,000 | – | 4,782 | +100.0% | 1.62% | – |
| AEM | New | AGNICO EAGLE MINES LTD | $1,056,000 | – | 14,980 | +100.0% | 1.60% | – |
| MTDR | New | MATADOR RES CO | $947,000 | – | 78,542 | +100.0% | 1.44% | – |
| PFE | New | PFIZER INC | $935,000 | – | 25,400 | +100.0% | 1.42% | – |
| CTVA | New | CORTEVA INC | $934,000 | – | 24,120 | +100.0% | 1.42% | – |
| CSCO | New | CISCO SYS INC | $929,000 | – | 20,765 | +100.0% | 1.41% | – |
| INGR | New | INGREDION INC | $905,000 | – | 11,500 | +100.0% | 1.38% | – |
| CERN | New | CERNER CORP | $901,000 | – | 11,480 | +100.0% | 1.37% | – |
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $873,000 | – | 9,541 | +100.0% | 1.33% | – |
| AMZN | New | AMAZON COM INC | $869,000 | – | 267 | +100.0% | 1.32% | – |
| EQC | New | EQUITY COMWLTH | $864,000 | – | 31,675 | +100.0% | 1.31% | – |
| TRV | New | TRAVELERS COMPANIES INC | $824,000 | – | 5,870 | +100.0% | 1.25% | – |
| SBUX | New | STARBUCKS CORP | $805,000 | – | 7,524 | +100.0% | 1.22% | – |
| PYPL | New | PAYPAL HLDGS INC | $784,000 | – | 3,350 | +100.0% | 1.19% | – |
| ACC | New | AMERICAN CAMPUS CMNTYS INC | $776,000 | – | 18,138 | +100.0% | 1.18% | – |
| GOLD | New | BARRICK GOLD CORP | $769,000 | – | 33,765 | +100.0% | 1.17% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $743,000 | – | 31,535 | +100.0% | 1.13% | – |
| NKE | New | NIKE INCcl b | $619,000 | – | 4,375 | +100.0% | 0.94% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $619,000 | – | 11,810 | +100.0% | 0.94% | – |
| MDT | New | MEDTRONIC PLC | $614,000 | – | 5,245 | +100.0% | 0.93% | – |
| ACN | New | ACCENTURE PLC IRELAND | $611,000 | – | 2,340 | +100.0% | 0.93% | – |
| QCOM | New | QUALCOMM INC | $590,000 | – | 3,875 | +100.0% | 0.90% | – |
| DEO | New | DIAGEO PLCspon adr new | $586,000 | – | 3,690 | +100.0% | 0.89% | – |
| Y | New | ALLEGHANY CORP DEL | $586,000 | – | 970 | +100.0% | 0.89% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $582,000 | – | 1,250 | +100.0% | 0.88% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $561,000 | – | 320 | +100.0% | 0.85% | – |
| D | New | DOMINION ENERGY INC | $554,000 | – | 7,365 | +100.0% | 0.84% | – |
| UL | New | UNILEVER PLCspon adr new | $553,000 | – | 9,165 | +100.0% | 0.84% | – |
| DIS | New | DISNEY WALT CO | $544,000 | – | 3,000 | +100.0% | 0.83% | – |
| JLL | New | JONES LANG LASALLE INC | $527,000 | – | 3,555 | +100.0% | 0.80% | – |
| DHR | New | DANAHER CORPORATION | $518,000 | – | 2,330 | +100.0% | 0.79% | – |
| PAAS | New | PAN AMERN SILVER CORP | $500,000 | – | 14,485 | +100.0% | 0.76% | – |
| GWRE | New | GUIDEWIRE SOFTWARE INC | $476,000 | – | 3,695 | +100.0% | 0.72% | – |
| ALL | New | ALLSTATE CORP | $475,000 | – | 4,325 | +100.0% | 0.72% | – |
| HON | New | HONEYWELL INTL INC | $471,000 | – | 2,215 | +100.0% | 0.72% | – |
| GHC | New | GRAHAM HLDGS CO | $467,000 | – | 876 | +100.0% | 0.71% | – |
| ABT | New | ABBOTT LABS | $465,000 | – | 4,245 | +100.0% | 0.71% | – |
| ROP | New | ROPER TECHNOLOGIES INC | $453,000 | – | 1,050 | +100.0% | 0.69% | – |
| ZTS | New | ZOETIS INCcl a | $451,000 | – | 2,725 | +100.0% | 0.69% | – |
| PKI | New | PERKINELMER INC | $441,000 | – | 3,075 | +100.0% | 0.67% | – |
| TJX | New | TJX COS INC NEW | $423,000 | – | 6,190 | +100.0% | 0.64% | – |
| GH | New | GUARDANT HEALTH INC | $422,000 | – | 3,272 | +100.0% | 0.64% | – |
| UBER | New | UBER TECHNOLOGIES INC | $412,000 | – | 8,079 | +100.0% | 0.63% | – |
| AKAM | New | AKAMAI TECHNOLOGIES INC | $407,000 | – | 3,875 | +100.0% | 0.62% | – |
| RAMP | New | LIVERAMP HLDGS INC | $403,000 | – | 5,500 | +100.0% | 0.61% | – |
| BAC | New | BK OF AMERICA CORP | $391,000 | – | 12,900 | +100.0% | 0.59% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $370,000 | – | 1,650 | +100.0% | 0.56% | – |
| ACIW | New | ACI WORLDWIDE INC | $355,000 | – | 9,250 | +100.0% | 0.54% | – |
| EXPD | New | EXPEDITORS INTL WASH INC | $347,000 | – | 3,645 | +100.0% | 0.53% | – |
| CL | New | COLGATE PALMOLIVE CO | $346,000 | – | 4,050 | +100.0% | 0.53% | – |
| MRK | New | MERCK & CO. INC | $346,000 | – | 4,225 | +100.0% | 0.53% | – |
| KL | New | KIRKLAND LAKE GOLD LTD | $338,000 | – | 8,190 | +100.0% | 0.51% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $337,000 | – | 960 | +100.0% | 0.51% | – |
| UNP | New | UNION PAC CORP | $314,000 | – | 1,510 | +100.0% | 0.48% | – |
| APD | New | AIR PRODS & CHEMS INC | $294,000 | – | 1,075 | +100.0% | 0.45% | – |
| CRL | New | CHARLES RIV LABS INTL INC | $285,000 | – | 1,140 | +100.0% | 0.43% | – |
| IBTX | New | INDEPENDENT BK GROUP INC | $282,000 | – | 4,515 | +100.0% | 0.43% | – |
| REGI | New | RENEWABLE ENERGY GROUP INC | $278,000 | – | 3,932 | +100.0% | 0.42% | – |
| PG | New | PROCTER AND GAMBLE CO | $275,000 | – | 1,975 | +100.0% | 0.42% | – |
| IEX | New | IDEX CORP | $272,000 | – | 1,365 | +100.0% | 0.41% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $263,000 | – | 525 | +100.0% | 0.40% | – |
| TRMB | New | TRIMBLE INC | $260,000 | – | 3,900 | +100.0% | 0.40% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $239,000 | – | 2,812 | +100.0% | 0.36% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $236,000 | – | 1,250 | +100.0% | 0.36% | – |
| CVX | New | CHEVRON CORP NEW | $225,000 | – | 2,670 | +100.0% | 0.34% | – |
| T | New | AT&T INC | $224,000 | – | 7,783 | +100.0% | 0.34% | – |
| KMB | New | KIMBERLY-CLARK CORP | $222,000 | – | 1,650 | +100.0% | 0.34% | – |
| PEP | New | PEPSICO INC | $222,000 | – | 1,500 | +100.0% | 0.34% | – |
| GLD | New | SPDR GOLD TR | $219,000 | – | 1,228 | +100.0% | 0.33% | – |
| ORCL | New | ORACLE CORP | $215,000 | – | 3,325 | +100.0% | 0.33% | – |
| XYL | New | XYLEM INC | $214,000 | – | 2,100 | +100.0% | 0.32% | – |
| FMC | New | FMC CORP | $213,000 | – | 1,850 | +100.0% | 0.32% | – |
| ZION | New | ZIONS BANCORPORATION N A | $210,000 | – | 4,825 | +100.0% | 0.32% | – |
| V | New | VISA INC | $177,000 | – | 810 | +100.0% | 0.27% | – |
| PCN | New | PIMCO CORPORATE & INCM STRG | $162,000 | – | 9,369 | +100.0% | 0.25% | – |
| ALC | New | ALCON AG | $160,000 | – | 2,425 | +100.0% | 0.24% | – |
| NEM | New | NEWMONT CORP | $157,000 | – | 2,615 | +100.0% | 0.24% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $145,000 | – | 600 | +100.0% | 0.22% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $129,000 | – | 1,800 | +100.0% | 0.20% | – |
| VIR | New | VIR BIOTECHNOLOGY INC | $114,000 | – | 4,261 | +100.0% | 0.17% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $111,000 | – | 3,625 | +100.0% | 0.17% | – |
| VOO | New | VANGUARD INDEX FDS | $104,000 | – | 301 | +100.0% | 0.16% | – |
| WTM | New | WHITE MTNS INS GROUP LTD | $95,000 | – | 95 | +100.0% | 0.14% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $88,000 | – | 1,500 | +100.0% | 0.13% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $72,000 | – | 369 | +100.0% | 0.11% | – |
| SBH | New | SALLY BEAUTY HLDGS INC | $71,000 | – | 5,464 | +100.0% | 0.11% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $68,000 | – | 350 | +100.0% | 0.10% | – |
| ZBH | New | ZIMMER BIOMET HOLDINGS INC | $63,000 | – | 407 | +100.0% | 0.10% | – |
| LBTYK | New | LIBERTY GLOBAL PLC | $57,000 | – | 2,414 | +100.0% | 0.09% | – |
| COP | New | CONOCOPHILLIPS | $57,000 | – | 1,433 | +100.0% | 0.09% | – |
| VTRS | New | VIATRIS INC | $56,000 | – | 2,998 | +100.0% | 0.08% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $53,000 | – | 226 | +100.0% | 0.08% | – |
| PSX | New | PHILLIPS 66 | $50,000 | – | 717 | +100.0% | 0.08% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $48,000 | – | 752 | +100.0% | 0.07% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $48,000 | – | 400 | +100.0% | 0.07% | – |
| CABO | New | CABLE ONE INC | $45,000 | – | 20 | +100.0% | 0.07% | – |
| SAIL | New | SAILPOINT TECHNOLOGIES HLDGS | $41,000 | – | 764 | +100.0% | 0.06% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $39,000 | – | 22 | +100.0% | 0.06% | – |
| VNQI | New | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $37,000 | – | 690 | +100.0% | 0.06% | – |
| HACK | New | ETF MANAGERS TRprime cybr scrty | $35,000 | – | 601 | +100.0% | 0.05% | – |
| AXS | New | AXIS CAP HLDGS LTD | $34,000 | – | 674 | +100.0% | 0.05% | – |
| IVE | New | ISHARES TRs&p 500 val etf | $33,000 | – | 258 | +100.0% | 0.05% | – |
| CI | New | CIGNA CORP NEW | $31,000 | – | 150 | +100.0% | 0.05% | – |
| ASAN | New | ASANA INCcl a | $30,000 | – | 1,024 | +100.0% | 0.05% | – |
| AMG | New | AFFILIATED MANAGERS GROUP IN | $28,000 | – | 275 | +100.0% | 0.04% | – |
| GIS | New | GENERAL MLS INC | $28,000 | – | 480 | +100.0% | 0.04% | – |
| WING | New | WINGSTOP INC | $27,000 | – | 200 | +100.0% | 0.04% | – |
| JEF | New | JEFFERIES FINL GROUP INC | $26,000 | – | 1,065 | +100.0% | 0.04% | – |
| TWTR | New | TWITTER INC | $25,000 | – | 457 | +100.0% | 0.04% | – |
| JNJ | New | JOHNSON & JOHNSON | $25,000 | – | 160 | +100.0% | 0.04% | – |
| JPM | New | JPMORGAN CHASE & CO | $25,000 | – | 200 | +100.0% | 0.04% | – |
| LBRDK | New | LIBERTY BROADBAND CORP | $22,000 | – | 136 | +100.0% | 0.03% | – |
| AGG | New | ISHARES TRcore us aggbd et | $22,000 | – | 182 | +100.0% | 0.03% | – |
| CMG | New | CHIPOTLE MEXICAN GRILL INC | $22,000 | – | 16 | +100.0% | 0.03% | – |
| BX | New | BLACKSTONE GROUP INC | $21,000 | – | 325 | +100.0% | 0.03% | – |
| EQX | New | EQUINOX GOLD CORP | $21,000 | – | 2,000 | +100.0% | 0.03% | – |
| DOW | New | DOW INC | $20,000 | – | 359 | +100.0% | 0.03% | – |
| IEFA | New | ISHARES TRcore msci eafe | $20,000 | – | 292 | +100.0% | 0.03% | – |
| COST | New | COSTCO WHSL CORP NEW | $19,000 | – | 50 | +100.0% | 0.03% | – |
| QRTEA | New | QURATE RETAIL INC | $19,000 | – | 1,725 | +100.0% | 0.03% | – |
| HBI | New | HANESBRANDS INC | $18,000 | – | 1,255 | +100.0% | 0.03% | – |
| PM | New | PHILIP MORRIS INTL INC | $17,000 | – | 200 | +100.0% | 0.03% | – |
| MMM | New | 3M CO | $17,000 | – | 100 | +100.0% | 0.03% | – |
| RVLV | New | REVOLVE GROUP INCcl a | $16,000 | – | 523 | +100.0% | 0.02% | – |
| CVS | New | CVS HEALTH CORP | $16,000 | – | 233 | +100.0% | 0.02% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $16,000 | – | 43 | +100.0% | 0.02% | – |
| JOUT | New | JOHNSON OUTDOORS INCcl a | $15,000 | – | 135 | +100.0% | 0.02% | – |
| SGDJ | New | SPROTT ETF TRUSTjr gold miners e | $15,000 | – | 306 | +100.0% | 0.02% | – |
| FL | New | FOOT LOCKER INC | $14,000 | – | 347 | +100.0% | 0.02% | – |
| TSCO | New | TRACTOR SUPPLY CO | $14,000 | – | 100 | +100.0% | 0.02% | – |
| TRIP | New | TRIPADVISOR INC | $14,000 | – | 472 | +100.0% | 0.02% | – |
| INTU | New | INTUIT | $14,000 | – | 38 | +100.0% | 0.02% | – |
| MCY | New | MERCURY GENL CORP NEW | $13,000 | – | 245 | +100.0% | 0.02% | – |
| HD | New | HOME DEPOT INC | $13,000 | – | 50 | +100.0% | 0.02% | – |
| POST | New | POST HLDGS INC | $13,000 | – | 125 | +100.0% | 0.02% | – |
| KMI | New | KINDER MORGAN INC DEL | $12,000 | – | 873 | +100.0% | 0.02% | – |
| SNY | New | SANOFIsponsored adr | $11,000 | – | 235 | +100.0% | 0.02% | – |
| TWCT | New | TWC TECH HLDGS II CORP | $11,000 | – | 999 | +100.0% | 0.02% | – |
| FOXA | New | FOX CORP | $11,000 | – | 390 | +100.0% | 0.02% | – |
| XOM | New | EXXON MOBIL CORP | $11,000 | – | 274 | +100.0% | 0.02% | – |
| NPK | New | NATIONAL PRESTO INDS INC | $11,000 | – | 128 | +100.0% | 0.02% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $10,000 | – | 150 | +100.0% | 0.02% | – |
| AMX | New | AMERICA MOVIL SAB DE CV | $10,000 | – | 689 | +100.0% | 0.02% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $10,000 | – | 43 | +100.0% | 0.02% | – |
| BEN | New | FRANKLIN RESOURCES INC | $9,000 | – | 355 | +100.0% | 0.01% | – |
| CFR | New | CULLEN FROST BANKERS INC | $9,000 | – | 100 | +100.0% | 0.01% | – |
| WMT | New | WALMART INC | $9,000 | – | 62 | +100.0% | 0.01% | – |
| NATI | New | NATIONAL INSTRS CORP | $9,000 | – | 200 | +100.0% | 0.01% | – |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $9,000 | – | 250 | +100.0% | 0.01% | – |
| FSKR | New | FS KKR CAP CORP II | $9,000 | – | 564 | +100.0% | 0.01% | – |
| FLIR | New | FLIR SYS INC | $9,000 | – | 200 | +100.0% | 0.01% | – |
| GSK | New | GLAXOSMITHKLINE PLCsponsored adr | $9,000 | – | 250 | +100.0% | 0.01% | – |
| PXD | New | PIONEER NAT RES CO | $9,000 | – | 75 | +100.0% | 0.01% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $8,000 | – | 82 | +100.0% | 0.01% | – |
| KEX | New | KIRBY CORP | $8,000 | – | 150 | +100.0% | 0.01% | – |
| MHK | New | MOHAWK INDS INC | $8,000 | – | 60 | +100.0% | 0.01% | – |
| SRG | New | SERITAGE GROWTH PPTYScl a | $8,000 | – | 560 | +100.0% | 0.01% | – |
| COG | New | CABOT OIL & GAS CORP | $7,000 | – | 400 | +100.0% | 0.01% | – |
| HYG | New | ISHARES TRiboxx hi yd etf | $6,000 | – | 69 | +100.0% | 0.01% | – |
| IEMG | New | ISHARES INCcore msci emkt | $6,000 | – | 93 | +100.0% | 0.01% | – |
| ICLN | New | ISHARES TRgl clean ene etf | $6,000 | – | 200 | +100.0% | 0.01% | – |
| SCHL | New | SCHOLASTIC CORP | $6,000 | – | 250 | +100.0% | 0.01% | – |
| FTSI | New | FTS INTERNATIONAL INC | $6,000 | – | 307 | +100.0% | 0.01% | – |
| F | New | FORD MTR CO DEL | $5,000 | – | 600 | +100.0% | 0.01% | – |
| BLV | New | VANGUARD BD INDEX FDSlong term bond | $5,000 | – | 46 | +100.0% | 0.01% | – |
| TIP | New | ISHARES TRtips bd etf | $5,000 | – | 40 | +100.0% | 0.01% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $4,000 | – | 52 | +100.0% | 0.01% | – |
| CC | New | CHEMOURS CO | $4,000 | – | 168 | +100.0% | 0.01% | – |
| NTSX | New | WISDOMTREE TR90/60 balnced fd | $4,000 | – | 113 | +100.0% | 0.01% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $3,000 | – | 25 | +100.0% | 0.01% | – |
| SPB | New | SPECTRUM BRANDS HLDGS INC NE | $2,000 | – | 26 | +100.0% | 0.00% | – |
| LNG | New | CHENIERE ENERGY INC | $2,000 | – | 34 | +100.0% | 0.00% | – |
| LYFT | New | LYFT INC | $2,000 | – | 31 | +100.0% | 0.00% | – |
| DBX | New | DROPBOX INCcl a | $2,000 | – | 70 | +100.0% | 0.00% | – |
| CHTR | New | CHARTER COMMUNICATIONS INC Ncl a | $1,000 | – | 1 | +100.0% | 0.00% | – |
| TWCTW | New | TWC TECH HLDGS II CORPw exp 09/15/202 | $1,000 | – | 333 | +100.0% | 0.00% | – |
| AAL | New | AMERICAN AIRLS GROUP INC | $1,000 | – | 81 | +100.0% | 0.00% | – |
| NLY | New | ANNALY CAPITAL MANAGEMENT IN | $0 | – | 17 | +100.0% | 0.00% | – |
| APHA | New | APHRIA INC | $0 | – | 50 | +100.0% | 0.00% | – |
| TWCTU | New | TWC TECH HLDGS II CORPunit 09/10/2025 | $0 | – | 1 | +100.0% | 0.00% | – |
| OTEX | New | OPEN TEXT CORP | $0 | – | 4 | +100.0% | 0.00% | – |
| RBBN | New | RIBBON COMMUNICATIONS INC | $0 | – | 50 | +100.0% | 0.00% | – |
| AIGWS | New | AMERICAN INTL GROUP INC*w exp 01/19/202 | $0 | – | 1 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| PALANTIR TECHNOLOGIES INC | 12 | Q3 2023 | 60.2% |
| TESLA INC | 12 | Q3 2023 | 7.3% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 6.6% |
| VANGUARD WHITEHALL FDS | 12 | Q3 2023 | 5.0% |
| OPEN LENDING CORP | 12 | Q3 2023 | 5.6% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 2.3% |
| META PLATFORMS INC | 12 | Q3 2023 | 2.0% |
| COCA COLA CO | 12 | Q3 2023 | 1.6% |
| UNITY SOFTWARE INC | 11 | Q3 2023 | 9.1% |
| AFFIRM HLDGS INC | 11 | Q3 2023 | 10.5% |
View Cypress Point Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-20 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-01 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-01-27 |
| 13F-HR/A | 2021-11-05 |
View Cypress Point Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.