CYPRESS FINANCIAL PLANNING LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MS | 38K | $6.00M |
 | COF | 23K | $4.85M |
 | AAPL | 9K | $2.26M |
 | AMZN | 7K | $1.50M |
 | VZ | 6K | $265.36K |
 | JCI | 5K | $564.04K |
 | LMT | 4K | $2.04M |
 | NVDA | 4K | $735.15K |
 | BRK-B | 4K | $1.89M |
 | UAN | 4K | $315.42K |
 | SHOP | 2K | $329.17K |
 | QCOM | 2K | $363.51K |
 | GOOG | 2K | $525.11K |
 | AMT | 2K | $372.53K |
 | XOM | 2K | $200.29K |
 | PG | 2K | $264.92K |
 | JPM | 1K | $457.11K |
 | EA | 1K | $282.18K |
 | MSFT | 1K | $720.55K |
 | PLTR | 1K | $230.03K |
Morgan Stanley
MS
Shares Held
38K
Value
$6.00M
Capital One Financial Corporation
COF
Shares Held
23K
Value
$4.85M
Apple Inc.
AAPL
Shares Held
9K
Value
$2.26M
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$1.50M
Verizon Communications Inc.
VZ
Shares Held
6K
Value
$265.36K
Johnson Controls International plc
JCI
Shares Held
5K
Value
$564.04K
Lockheed Martin Corporation
LMT
Shares Held
4K
Value
$2.04M
NVIDIA Corporation
NVDA
Shares Held
4K
Value
$735.15K
Berkshire Hathaway Inc.
BRK-B
Shares Held
4K
Value
$1.89M
CVR Partners, LP
UAN
Shares Held
4K
Value
$315.42K
Shopify Inc.
SHOP
Shares Held
2K
Value
$329.17K
QUALCOMM Incorporated
QCOM
Shares Held
2K
Value
$363.51K
Alphabet Inc.
GOOG
Shares Held
2K
Value
$525.11K
American Tower Corporation
AMT
Shares Held
2K
Value
$372.53K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$200.29K
The Procter & Gamble Company
PG
Shares Held
2K
Value
$264.92K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$457.11K
Electronic Arts Inc.
EA
Shares Held
1K
Value
$282.18K
Microsoft Corporation
MSFT
Shares Held
1K
Value
$720.55K
Palantir Technologies Inc.
PLTR
Shares Held
1K
Value
$230.03K