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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
PJULInnovator Etfs Trust
Recent Activity
Exited
0%
$1.237M
30,554 shares@ $40.48 avg price
TJULInnovator Etfs Trust
Recent Activity
Exited
0%
$1.103M
40,193 shares@ $27.45 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$964,217
1,015 shares@ $949.97 avg price
BSCOInvesco Exch Trd Slf Idx Fd
Recent Activity
Exited
0%
$941,889
44,597 shares@ $21.13 avg price
CEVEaton Vance Calif Mun Incom
Recent Activity
Exited
0%
$602,780
55,454 shares@ $10.87 avg price
PJANInnovator Etfs Trust
Recent Activity
Exited
0%
$554,804
13,427 shares@ $41.33 avg price
IGEBIshares Tr
Recent Activity
Exited
0%
$526,273
11,325 shares@ $46.48 avg price
LMTLockheed Martin Corp
Recent Activity
Exited
0%
$440,291
753 shares@ $584.72 avg price
WMBWilliams Cos Inc
Recent Activity
Exited
0%
$422,719
9,260 shares@ $45.65 avg price
TXTTextron Inc
Recent Activity
Exited
0%
$302,324
3,413 shares@ $88.59 avg price