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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
NVBUAim Etf Products Trust
Recent Activity
New Position
0.52%
$2.547M
99,652 shares@ $25.56 avg price
SPMOInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.42%
$2.073M
21,814 shares@ $95.01 avg price
ZNOVInnovator Etfs Trust
Recent Activity
New Position
0.33%
$1.604M
63,901 shares@ $25.1 avg price
MTUMIshares Tr
Recent Activity
New Position
0.22%
$1.065M
5,146 shares@ $206.92 avg price
BLKBlackrock Inc
Recent Activity
New Position
0.21%
$1.029M
1,004 shares@ $1025.24 avg price
ZOCTInnovator Etfs Trust
Recent Activity
New Position
0.2%
$982,134
38,881 shares@ $25.26 avg price
OCTUAim Etf Products Trust
Recent Activity
New Position
0.16%
$770,460
30,421 shares@ $25.33 avg price
VCVInvesco Calif Value Mun Inco
Recent Activity
New Position
0.15%
$717,752
65,608 shares@ $10.95 avg price
BDXBecton Dickinson & Co
Recent Activity
New Position
0.15%
$714,408
3,149 shares@ $226.87 avg price
IAUGInnovator Etfs Trust
Recent Activity
New Position
0.14%
$664,072
27,418 shares@ $24.23 avg price