$96.1 Million is the total value of Cypress Point Wealth Management, LLC's 110 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 63.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $57,848,000 | +7685.7% | 2,483,813 | +7776.4% | 60.21% | +5228.1% |
| U | New | UNITY SOFTWARE INC | $8,739,000 | – | 87,123 | +100.0% | 9.10% | – |
| LPRO | Sell | OPEN LENDING CORP | $3,684,000 | +0.4% | 104,000 | -1.0% | 3.83% | -31.3% |
| TSLA | TESLA INC | $3,400,000 | -5.3% | 5,090 | 0.0% | 3.54% | -35.2% | |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $3,099,000 | +6.2% | 32,041 | -0.1% | 3.22% | -27.3% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $2,876,000 | +21.0% | 70,002 | +11.9% | 2.99% | -17.1% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $2,339,000 | +167.9% | 23,141 | +142.5% | 2.43% | +83.4% |
| MTDR | MATADOR RES CO | $1,842,000 | +94.5% | 78,542 | 0.0% | 1.92% | +33.1% | |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $1,609,000 | +7.2% | 7,270 | +0.2% | 1.68% | -26.6% |
| FB | FACEBOOK INCcl a | $1,439,000 | +7.8% | 4,887 | 0.0% | 1.50% | -26.2% | |
| ACC | Buy | AMERICAN CAMPUS CMNTYS INC | $991,000 | +27.7% | 22,949 | +26.5% | 1.03% | -12.6% |
| AFRM | New | AFFIRM HLDGS INC | $808,000 | – | 11,428 | +100.0% | 0.84% | – |
| KO | Sell | COCA COLA CO | $629,000 | -41.4% | 11,936 | -39.0% | 0.66% | -59.8% |
| MSFT | Sell | MICROSOFT CORP | $598,000 | -43.7% | 2,538 | -46.9% | 0.62% | -61.5% |
| GH | GUARDANT HEALTH INC | $499,000 | +18.2% | 3,272 | 0.0% | 0.52% | -19.2% | |
| AAPL | Sell | APPLE INC | $496,000 | -63.8% | 4,061 | -60.7% | 0.52% | -75.3% |
| UBER | Buy | UBER TECHNOLOGIES INC | $465,000 | +12.9% | 8,533 | +5.6% | 0.48% | -22.7% |
| REGI | Buy | RENEWABLE ENERGY GROUP INC | $418,000 | +50.4% | 6,335 | +61.1% | 0.44% | +2.8% |
| CRM | New | SALESFORCE COM INC | $327,000 | – | 1,543 | +100.0% | 0.34% | – |
| IBTX | INDEPENDENT BK GROUP INC | $326,000 | +15.6% | 4,515 | 0.0% | 0.34% | -21.0% | |
| ASAN | Buy | ASANA INCcl a | $267,000 | +790.0% | 9,331 | +811.2% | 0.28% | +504.3% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $259,000 | +8.4% | 2,818 | +0.2% | 0.27% | -25.6% |
| AMZN | Sell | AMAZON COM INC | $223,000 | -74.3% | 72 | -73.0% | 0.23% | -82.4% |
| VIR | VIR BIOTECHNOLOGY INC | $218,000 | +91.2% | 4,261 | 0.0% | 0.23% | +31.2% | |
| GLD | SPDR GOLD TR | $196,000 | -10.5% | 1,228 | 0.0% | 0.20% | -38.7% | |
| PCN | PIMCO CORPORATE & INCM STRG | $162,000 | 0.0% | 9,369 | 0.0% | 0.17% | -31.3% | |
| IWF | ISHARES TRrus 1000 grw etf | $146,000 | +0.7% | 600 | 0.0% | 0.15% | -30.9% | |
| LHDX | New | LUCIRA HEALTH INC | $123,000 | – | 10,177 | +100.0% | 0.13% | – |
| SCHE | SCHWAB STRATEGIC TRemrg mkteq etf | $115,000 | +3.6% | 3,625 | 0.0% | 0.12% | -29.0% | |
| SBH | SALLY BEAUTY HLDGS INC | $110,000 | +54.9% | 5,464 | 0.0% | 0.11% | +5.6% | |
| VOO | Sell | VANGUARD INDEX FDS | $109,000 | +4.8% | 300 | -0.3% | 0.11% | -28.5% |
| STXB | New | SPIRIT OF TEX BANCSHARES INC | $93,000 | – | 4,158 | +100.0% | 0.10% | – |
| BSV | Buy | VANGUARD BD INDEX FDSshort trm bond | $89,000 | +2125.0% | 1,079 | +1975.0% | 0.09% | +1450.0% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $83,000 | +15.3% | 400 | +8.4% | 0.09% | -21.1% |
| COP | CONOCOPHILLIPS | $76,000 | +33.3% | 1,433 | 0.0% | 0.08% | -9.2% | |
| VB | VANGUARD INDEX FDSsmall cp etf | $75,000 | +10.3% | 350 | 0.0% | 0.08% | -24.3% | |
| PRCH | New | PORCH GROUP INC | $69,000 | – | 3,881 | +100.0% | 0.07% | – |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $65,000 | +3.2% | 407 | 0.0% | 0.07% | -29.2% | |
| PSX | PHILLIPS 66 | $58,000 | +16.0% | 717 | 0.0% | 0.06% | -21.1% | |
| VOE | VANGUARD INDEX FDSmcap vl idxvip | $54,000 | +12.5% | 400 | 0.0% | 0.06% | -23.3% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $51,000 | -3.8% | 226 | 0.0% | 0.05% | -34.6% | |
| IVW | ISHARES TRs&p 500 grwt etf | $49,000 | +2.1% | 752 | 0.0% | 0.05% | -30.1% | |
| VNQI | Buy | VANGUARD INTL EQUITY INDEX Fglb ex us etf | $47,000 | +27.0% | 840 | +21.7% | 0.05% | -12.5% |
| TLND | New | TALEND S Aads | $47,000 | – | 744 | +100.0% | 0.05% | – |
| SAIL | SAILPOINT TECHNOLOGIES HLDGS | $39,000 | -4.9% | 764 | 0.0% | 0.04% | -33.9% | |
| SBUX | Sell | STARBUCKS CORP | $37,000 | -95.4% | 335 | -95.5% | 0.04% | -96.8% |
| IVE | ISHARES TRs&p 500 val etf | $36,000 | +9.1% | 258 | 0.0% | 0.04% | -26.0% | |
| CI | CIGNA CORP NEW | $36,000 | +16.1% | 150 | 0.0% | 0.04% | -21.3% | |
| HACK | ETF MANAGERS TRprime cybr scrty | $33,000 | -5.7% | 601 | 0.0% | 0.03% | -35.8% | |
| TWTR | TWITTER INC | $29,000 | +16.0% | 457 | 0.0% | 0.03% | -21.1% | |
| DD | Sell | DUPONT DE NEMOURS INC | $28,000 | -98.1% | 359 | -98.2% | 0.03% | -98.7% |
| PRNT | New | ARK ETF TR3d printing etf | $27,000 | – | 700 | +100.0% | 0.03% | – |
| CVX | Sell | CHEVRON CORP NEW | $26,000 | -88.4% | 250 | -90.6% | 0.03% | -92.1% |
| BX | Buy | BLACKSTONE GROUP INC | $25,000 | +19.0% | 329 | +1.2% | 0.03% | -18.8% |
| WING | WINGSTOP INC | $25,000 | -7.4% | 200 | 0.0% | 0.03% | -36.6% | |
| AGG | Buy | ISHARES TRcore us aggbd et | $25,000 | +13.6% | 220 | +20.9% | 0.03% | -21.2% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $25,000 | -35.9% | 12 | -45.5% | 0.03% | -55.9% |
| PYPL | Sell | PAYPAL HLDGS INC | $24,000 | -96.9% | 100 | -97.0% | 0.02% | -97.9% |
| DOW | DOW INC | $23,000 | +15.0% | 359 | 0.0% | 0.02% | -20.0% | |
| CMG | CHIPOTLE MEXICAN GRILL INC | $23,000 | +4.5% | 16 | 0.0% | 0.02% | -27.3% | |
| IEFA | ISHARES TRcore msci eafe | $21,000 | +5.0% | 292 | 0.0% | 0.02% | -26.7% | |
| SONY | New | SONY CORPsponsored adr | $21,000 | – | 200 | +100.0% | 0.02% | – |
| MMM | 3M CO | $19,000 | +11.8% | 100 | 0.0% | 0.02% | -23.1% | |
| PM | PHILIP MORRIS INTL INC | $18,000 | +5.9% | 200 | 0.0% | 0.02% | -26.9% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $17,000 | +6.2% | 43 | 0.0% | 0.02% | -25.0% | |
| CTVA | Sell | CORTEVA INC | $17,000 | -98.2% | 359 | -98.5% | 0.02% | -98.7% |
| EQX | EQUINOX GOLD CORP | $16,000 | -23.8% | 2,000 | 0.0% | 0.02% | -46.9% | |
| ICLN | Buy | ISHARES TRgl clean ene etf | $15,000 | +150.0% | 600 | +200.0% | 0.02% | +77.8% |
| XOM | EXXON MOBIL CORP | $15,000 | +36.4% | 274 | 0.0% | 0.02% | -5.9% | |
| KMI | Buy | KINDER MORGAN INC DEL | $15,000 | +25.0% | 888 | +1.7% | 0.02% | -11.1% |
| INTU | INTUIT | $15,000 | +7.1% | 38 | 0.0% | 0.02% | -23.8% | |
| SGDJ | SPROTT ETF TRUSTjr gold miners e | $13,000 | -13.3% | 306 | 0.0% | 0.01% | -39.1% | |
| EXAS | New | EXACT SCIENCES CORP | $12,000 | – | 93 | +100.0% | 0.01% | – |
| FSKR | FS KKR CAP CORP II | $11,000 | +22.2% | 564 | 0.0% | 0.01% | -21.4% | |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $11,000 | +83.3% | 122 | +76.8% | 0.01% | +22.2% |
| IJH | ISHARES TRcore s&p mcp etf | $11,000 | +10.0% | 43 | 0.0% | 0.01% | -26.7% | |
| TWCT | TWC TECH HLDGS II CORP | $10,000 | -9.1% | 999 | 0.0% | 0.01% | -41.2% | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $10,000 | 0.0% | 150 | 0.0% | 0.01% | -33.3% | |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $10,000 | +11.1% | 250 | 0.0% | 0.01% | -28.6% | |
| NEBC | New | NEBULA CARAVEL ACQUISITION C | $10,000 | – | 1,000 | +100.0% | 0.01% | – |
| APHA | Buy | APHRIA INC | $10,000 | – | 550 | +1000.0% | 0.01% | – |
| ORCL | Sell | ORACLE CORP | $9,000 | -95.8% | 125 | -96.2% | 0.01% | -97.2% |
| IJR | ISHARES TRcore s&p scp etf | $9,000 | +12.5% | 82 | 0.0% | 0.01% | -25.0% | |
| AMX | AMERICA MOVIL SAB DE CV | $9,000 | -10.0% | 689 | 0.0% | 0.01% | -40.0% | |
| FTSI | FTS INTERNATIONAL INC | $8,000 | +33.3% | 307 | 0.0% | 0.01% | -11.1% | |
| WMT | WALMART INC | $8,000 | -11.1% | 62 | 0.0% | 0.01% | -42.9% | |
| PFE | Sell | PFIZER INC | $7,000 | -99.3% | 200 | -99.2% | 0.01% | -99.5% |
| F | FORD MTR CO DEL | $7,000 | +40.0% | 600 | 0.0% | 0.01% | -12.5% | |
| IEMG | ISHARES INCcore msci emkt | $6,000 | 0.0% | 93 | 0.0% | 0.01% | -33.3% | |
| CVS | Sell | CVS HEALTH CORP | $6,000 | -62.5% | 83 | -64.4% | 0.01% | -75.0% |
| BLV | VANGUARD BD INDEX FDSlong term bond | $5,000 | 0.0% | 46 | 0.0% | 0.01% | -37.5% | |
| TIP | ISHARES TRtips bd etf | $5,000 | 0.0% | 40 | 0.0% | 0.01% | -37.5% | |
| CC | CHEMOURS CO | $5,000 | +25.0% | 168 | 0.0% | 0.01% | -16.7% | |
| NTSX | WISDOMTREE TR90/60 balnced fd | $4,000 | 0.0% | 113 | 0.0% | 0.00% | -33.3% | |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $3,000 | – | 34 | +100.0% | 0.00% | – |
| EMB | ISHARES TRjpmorgan usd emg | $3,000 | 0.0% | 25 | 0.0% | 0.00% | -40.0% | |
| MILE | New | METROMILE INC | $3,000 | – | 250 | +100.0% | 0.00% | – |
| DBX | DROPBOX INCcl a | $2,000 | 0.0% | 70 | 0.0% | 0.00% | -33.3% | |
| LNG | CHENIERE ENERGY INC | $2,000 | 0.0% | 34 | 0.0% | 0.00% | -33.3% | |
| AAL | AMERICAN AIRLS GROUP INC | $2,000 | +100.0% | 81 | 0.0% | 0.00% | 0.0% | |
| LYFT | LYFT INC | $2,000 | 0.0% | 31 | 0.0% | 0.00% | -33.3% | |
| T | Sell | AT&T INC | $1,000 | -99.6% | 34 | -99.6% | 0.00% | -99.7% |
| GME | New | GAMESTOP CORP NEWcl a | $1,000 | – | 5 | +100.0% | 0.00% | – |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $1,000 | 0.0% | 1 | 0.0% | 0.00% | -50.0% | |
| AIGWS | Exit | AMERICAN INTL GROUP INC*w exp 01/19/202 | $0 | – | -1 | -100.0% | 0.00% | – |
| RBBN | RIBBON COMMUNICATIONS INC | $0 | – | 50 | 0.0% | 0.00% | – | |
| NEBCW | New | NEBULA CARAVEL ACQUISITION Cw exp 10/01/202 | $0 | – | 200 | +100.0% | 0.00% | – |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $0 | – | 17 | 0.0% | 0.00% | – | |
| OTEX | OPEN TEXT CORP | $0 | – | 4 | 0.0% | 0.00% | – | |
| TWCTW | TWC TECH HLDGS II CORPw exp 09/15/202 | $0 | -100.0% | 333 | 0.0% | 0.00% | -100.0% | |
| TWCTU | Exit | TWC TECH HLDGS II CORPunit 09/10/2025 | $0 | – | -1 | -100.0% | 0.00% | – |
| VTRS | Sell | VIATRIS INC | $0 | -100.0% | 24 | -99.2% | 0.00% | -100.0% |
| SPB | Exit | SPECTRUM BRANDS HLDGS INC NE | $0 | – | -26 | -100.0% | -0.00% | – |
| SCHL | Exit | SCHOLASTIC CORP | $0 | – | -250 | -100.0% | -0.01% | – |
| COG | Exit | CABOT OIL & GAS CORP | $0 | – | -400 | -100.0% | -0.01% | – |
| MHK | Exit | MOHAWK INDS INC | $0 | – | -60 | -100.0% | -0.01% | – |
| SRG | Exit | SERITAGE GROWTH PPTYScl a | $0 | – | -560 | -100.0% | -0.01% | – |
| KEX | Exit | KIRBY CORP | $0 | – | -150 | -100.0% | -0.01% | – |
| GSK | Exit | GLAXOSMITHKLINE PLCsponsored adr | $0 | – | -250 | -100.0% | -0.01% | – |
| CFR | Exit | CULLEN FROST BANKERS INC | $0 | – | -100 | -100.0% | -0.01% | – |
| NATI | Exit | NATIONAL INSTRS CORP | $0 | – | -200 | -100.0% | -0.01% | – |
| PXD | Exit | PIONEER NAT RES CO | $0 | – | -75 | -100.0% | -0.01% | – |
| FLIR | Exit | FLIR SYS INC | $0 | – | -200 | -100.0% | -0.01% | – |
| BEN | Exit | FRANKLIN RESOURCES INC | $0 | – | -355 | -100.0% | -0.01% | – |
| FOXA | Exit | FOX CORP | $0 | – | -390 | -100.0% | -0.02% | – |
| SNY | Exit | SANOFIsponsored adr | $0 | – | -235 | -100.0% | -0.02% | – |
| NPK | Exit | NATIONAL PRESTO INDS INC | $0 | – | -128 | -100.0% | -0.02% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -50 | -100.0% | -0.02% | – |
| MCY | Exit | MERCURY GENL CORP NEW | $0 | – | -245 | -100.0% | -0.02% | – |
| POST | Exit | POST HLDGS INC | $0 | – | -125 | -100.0% | -0.02% | – |
| FL | Exit | FOOT LOCKER INC | $0 | – | -347 | -100.0% | -0.02% | – |
| TRIP | Exit | TRIPADVISOR INC | $0 | – | -472 | -100.0% | -0.02% | – |
| TSCO | Exit | TRACTOR SUPPLY CO | $0 | – | -100 | -100.0% | -0.02% | – |
| JOUT | Exit | JOHNSON OUTDOORS INCcl a | $0 | – | -135 | -100.0% | -0.02% | – |
| RVLV | Exit | REVOLVE GROUP INCcl a | $0 | – | -523 | -100.0% | -0.02% | – |
| HBI | Exit | HANESBRANDS INC | $0 | – | -1,255 | -100.0% | -0.03% | – |
| QRTEA | Exit | QURATE RETAIL INC | $0 | – | -1,725 | -100.0% | -0.03% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -50 | -100.0% | -0.03% | – |
| LBRDK | Exit | LIBERTY BROADBAND CORP | $0 | – | -136 | -100.0% | -0.03% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -200 | -100.0% | -0.04% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -160 | -100.0% | -0.04% | – |
| JEF | Exit | JEFFERIES FINL GROUP INC | $0 | – | -1,065 | -100.0% | -0.04% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -480 | -100.0% | -0.04% | – |
| AMG | Exit | AFFILIATED MANAGERS GROUP IN | $0 | – | -275 | -100.0% | -0.04% | – |
| AXS | Exit | AXIS CAP HLDGS LTD | $0 | – | -674 | -100.0% | -0.05% | – |
| CABO | Exit | CABLE ONE INC | $0 | – | -20 | -100.0% | -0.07% | – |
| LBTYK | Exit | LIBERTY GLOBAL PLC | $0 | – | -2,414 | -100.0% | -0.09% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -1,500 | -100.0% | -0.13% | – |
| WTM | Exit | WHITE MTNS INS GROUP LTD | $0 | – | -95 | -100.0% | -0.14% | – |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -1,800 | -100.0% | -0.20% | – |
| NEM | Exit | NEWMONT CORP | $0 | – | -2,615 | -100.0% | -0.24% | – |
| ALC | Exit | ALCON AG | $0 | – | -2,425 | -100.0% | -0.24% | – |
| V | Exit | VISA INC | $0 | – | -810 | -100.0% | -0.27% | – |
| ZION | Exit | ZIONS BANCORPORATION N A | $0 | – | -4,825 | -100.0% | -0.32% | – |
| FMC | Exit | FMC CORP | $0 | – | -1,850 | -100.0% | -0.32% | – |
| XYL | Exit | XYLEM INC | $0 | – | -2,100 | -100.0% | -0.32% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -1,500 | -100.0% | -0.34% | – |
| KMB | Exit | KIMBERLY-CLARK CORP | $0 | – | -1,650 | -100.0% | -0.34% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -1,250 | -100.0% | -0.36% | – |
| TRMB | Exit | TRIMBLE INC | $0 | – | -3,900 | -100.0% | -0.40% | – |
| ADBE | Exit | ADOBE SYSTEMS INCORPORATED | $0 | – | -525 | -100.0% | -0.40% | – |
| IEX | Exit | IDEX CORP | $0 | – | -1,365 | -100.0% | -0.41% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -1,975 | -100.0% | -0.42% | – |
| CRL | Exit | CHARLES RIV LABS INTL INC | $0 | – | -1,140 | -100.0% | -0.43% | – |
| APD | Exit | AIR PRODS & CHEMS INC | $0 | – | -1,075 | -100.0% | -0.45% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -1,510 | -100.0% | -0.48% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -960 | -100.0% | -0.51% | – |
| KL | Exit | KIRKLAND LAKE GOLD LTD | $0 | – | -8,190 | -100.0% | -0.51% | – |
| CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -4,050 | -100.0% | -0.53% | – |
| MRK | Exit | MERCK & CO. INC | $0 | – | -4,225 | -100.0% | -0.53% | – |
| EXPD | Exit | EXPEDITORS INTL WASH INC | $0 | – | -3,645 | -100.0% | -0.53% | – |
| ACIW | Exit | ACI WORLDWIDE INC | $0 | – | -9,250 | -100.0% | -0.54% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -1,650 | -100.0% | -0.56% | – |
| BAC | Exit | BK OF AMERICA CORP | $0 | – | -12,900 | -100.0% | -0.59% | – |
| RAMP | Exit | LIVERAMP HLDGS INC | $0 | – | -5,500 | -100.0% | -0.61% | – |
| AKAM | Exit | AKAMAI TECHNOLOGIES INC | $0 | – | -3,875 | -100.0% | -0.62% | – |
| TJX | Exit | TJX COS INC NEW | $0 | – | -6,190 | -100.0% | -0.64% | – |
| PKI | Exit | PERKINELMER INC | $0 | – | -3,075 | -100.0% | -0.67% | – |
| ZTS | Exit | ZOETIS INCcl a | $0 | – | -2,725 | -100.0% | -0.69% | – |
| ROP | Exit | ROPER TECHNOLOGIES INC | $0 | – | -1,050 | -100.0% | -0.69% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -4,245 | -100.0% | -0.71% | – |
| GHC | Exit | GRAHAM HLDGS CO | $0 | – | -876 | -100.0% | -0.71% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -2,215 | -100.0% | -0.72% | – |
| ALL | Exit | ALLSTATE CORP | $0 | – | -4,325 | -100.0% | -0.72% | – |
| GWRE | Exit | GUIDEWIRE SOFTWARE INC | $0 | – | -3,695 | -100.0% | -0.72% | – |
| PAAS | Exit | PAN AMERN SILVER CORP | $0 | – | -14,485 | -100.0% | -0.76% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -2,330 | -100.0% | -0.79% | – |
| JLL | Exit | JONES LANG LASALLE INC | $0 | – | -3,555 | -100.0% | -0.80% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -3,000 | -100.0% | -0.83% | – |
| UL | Exit | UNILEVER PLCspon adr new | $0 | – | -9,165 | -100.0% | -0.84% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -7,365 | -100.0% | -0.84% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -320 | -100.0% | -0.85% | – |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -1,250 | -100.0% | -0.88% | – |
| Y | Exit | ALLEGHANY CORP DEL | $0 | – | -970 | -100.0% | -0.89% | – |
| DEO | Exit | DIAGEO PLCspon adr new | $0 | – | -3,690 | -100.0% | -0.89% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -3,875 | -100.0% | -0.90% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -2,340 | -100.0% | -0.93% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -5,245 | -100.0% | -0.93% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -4,375 | -100.0% | -0.94% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -11,810 | -100.0% | -0.94% | – |
| GOLD | Exit | BARRICK GOLD CORP | $0 | – | -33,765 | -100.0% | -1.17% | – |
| TRV | Exit | TRAVELERS COMPANIES INC | $0 | – | -5,870 | -100.0% | -1.25% | – |
| EQC | Exit | EQUITY COMWLTH | $0 | – | -31,675 | -100.0% | -1.31% | – |
| CERN | Exit | CERNER CORP | $0 | – | -11,480 | -100.0% | -1.37% | – |
| INGR | Exit | INGREDION INC | $0 | – | -11,500 | -100.0% | -1.38% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -20,765 | -100.0% | -1.41% | – |
| AEM | Exit | AGNICO EAGLE MINES LTD | $0 | – | -14,980 | -100.0% | -1.60% | – |
| BIL | Exit | SPDR SER TRspdr bloomberg | $0 | – | -12,700 | -100.0% | -1.77% | – |
| ENB | Exit | ENBRIDGE INC | $0 | – | -36,592 | -100.0% | -1.78% | – |
| L | Exit | LOEWS CORP | $0 | – | -30,318 | -100.0% | -2.08% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -10,335 | -100.0% | -3.64% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-07
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.