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Marc Koven

@Cypress Wealth Services, Llc

Latest period2024 - Q4ReportedManaged Assets$497.966MTotal holdings280
Assets growth rate2.96%Assets growth rate (2-Q avg)5.32%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Cypress Wealth Services, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 280 positions.

Assets under management

The assets under management (AUM) of Cypress Wealth Services, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 497.966M in assets, with a quarterly growth rate of 2.96% and a 2-quarter average growth rate of 5.32%. The portfolio is managed by Marc Koven, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Decreased -1%
7.1%
$35.307M
59,977 shares@ $588.68 avg price
SPLGSpdr Ser Tr
Recent Activity
Decreased -1.95%
4.19%
$20.833M
302,193 shares@ $68.95 avg price
MGKVanguard World Fd
Recent Activity
Decreased -4.26%
1.91%
$9.463M
27,557 shares@ $343.41 avg price
IUSBIshares Tr
Recent Activity
Decreased -11.62%
1.68%
$8.352M
184,782 shares@ $45.2 avg price
IYWIshares Tr
Recent Activity
Decreased -1.74%
1.68%
$8.34M
52,284 shares@ $159.53 avg price
ESGUIshares Tr
Recent Activity
Decreased -2.26%
1.65%
$8.182M
63,514 shares@ $128.82 avg price
OEFIshares Tr
Recent Activity
Decreased -1.41%
1.26%
$6.227M
21,559 shares@ $288.85 avg price
VOVanguard Index Fds
Recent Activity
Decreased -3.23%
1.25%
$6.2M
23,474 shares@ $264.13 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -2.47%
1.13%
$5.61M
43,966 shares@ $127.6 avg price
VBVanguard Index Fds
Recent Activity
Decreased -1.42%
1.05%
$5.219M
21,719 shares@ $240.28 avg price