Portfolio (Quarterly)
Guide ↗
Cypress Point Wealth Management, LLC
· CIK 0001825611| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | Energy | 30,543 | $5.2M | 1.12% | SOLD |
| 2 | — | ISHARES TR | — | 119,718 | $3.0M | 0.65% | SOLD |
| 3 | ARWR | ARROWHEAD PHARMACEUTICALS IN | Healthcare | 11,200 | $702K | 0.15% | SOLD |
| 4 | ASTS | AST SPACEMOBILE INC | Technology | 8,000 | $663K | 0.14% | SOLD |
| 5 | UAMY | UNITED STATES ANTIMONY CORP | Basic Materials | 74,071 | $647K | 0.14% | SOLD |
| 6 | SGOL | ETFS GOLD TR | Financial Services | 10,318 | $460K | 0.10% | SOLD |
| 7 | IEFA | ISHARES TR | — | 3,942 | $357K | 0.08% | SOLD |
| 8 | WULF | TERAWULF INC | Financial Services | 21,676 | $313K | 0.07% | SOLD |
| 9 | HON | HONEYWELL INTL INC | Industrials | 1,370 | $310K | 0.07% | SOLD |
| 10 | POWL | POWELL INDS INC | Industrials | 555 | $300K | 0.07% | SOLD |
| 11 | ABT | ABBOTT LABORATORIES | Healthcare | 2,715 | $279K | 0.06% | SOLD |
| 12 | ACN | ACCENTURE PLC IRELAND | Technology | 1,379 | $273K | 0.06% | SOLD |
| 13 | INTU | INTUIT | Technology | 575 | $249K | 0.05% | SOLD |
| 14 | HD | HOME DEPOT INC | Consumer Cyclical | 720 | $237K | 0.05% | SOLD |
| 15 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 480 | $236K | 0.05% | SOLD |
| 16 | TTD | THE TRADE DESK INC | Technology | 9,714 | $220K | 0.05% | SOLD |
| 17 | PSX | PHILLIPS 66 | Energy | 1,182 | $215K | 0.05% | SOLD |
| 18 | AEM | AGNICO EAGLE MINES LTD | Basic Materials | 1,023 | $208K | 0.04% | SOLD |
| 19 | GILD | GILEAD SCIENCES INC | Healthcare | 1,450 | $202K | 0.04% | SOLD |
| 20 | UROY | URANIUM RTY CORP | Energy | 17,835 | $65K | 0.01% | SOLD |
Sector Allocation
Technology
81.3%
Communication Services
4.0%
Financial Services
3.7%
Industrials
3.0%
Consumer Cyclical
2.4%
Consumer Defensive
1.6%
Healthcare
1.5%
Energy
1.1%
Utilities
1.0%
Real Estate
0.3%