Portfolio (Quarterly)
Guide ↗
Cypress Point Wealth Management, LLC
· CIK 0001825611| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | IBMR | ISHARES TR | — | 119,718 | $3.0M | 0.66% | SOLD |
| 2 | COP | CONOCOPHILLIPS | Energy | 29,389 | $2.8M | 0.60% | SOLD |
| 3 | IBDR | ISHARES TR | — | 59,000 | $1.4M | 0.31% | SOLD |
| 4 | IBDT | ISHARES TR | — | 40,000 | $1.0M | 0.22% | SOLD |
| 5 | IBDS | ISHARES TR | — | 35,000 | $850K | 0.18% | SOLD |
| 6 | QQQ | INVESCO QQQ TR | Financial Services | 796 | $489K | 0.11% | SOLD |
| 7 | HOOD | ROBINHOOD MKTS INC | Financial Services | 2,359 | $267K | 0.06% | SOLD |
| 8 | REET | ISHARES TR | — | 8,434 | $210K | 0.05% | SOLD |
| 9 | PB | PROSPERITY BANCSHARES INC | Financial Services | 3,000 | $207K | 0.04% | SOLD |
Sector Allocation
Technology
84.5%
Communication Services
4.2%
Energy
3.2%
Financial Services
2.8%
Consumer Cyclical
1.7%
Healthcare
1.5%
Consumer Defensive
0.8%
Basic Materials
0.7%
Industrials
0.5%
Utilities
0.2%