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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
AAPLApple Inc
Recent Activity
Increased 0.35%
6.74%
$33.551M
133,980 shares@ $250.43 avg price
QUALIshares Tr
Recent Activity
Increased 3.09%
3.84%
$19.116M
107,347 shares@ $178.08 avg price
IVWIshares Tr
Recent Activity
Increased 0.43%
3.51%
$17.455M
171,924 shares@ $101.54 avg price
DYNFBlackrock Etf Trust
Recent Activity
Increased 3.85%
3.3%
$16.402M
320,048 shares@ $51.25 avg price
EFGIshares Tr
Recent Activity
Increased 11.8%
2.64%
$13.124M
135,532 shares@ $96.83 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 109.18%
2.48%
$12.331M
543,203 shares@ $22.7 avg price
EFVIshares Tr
Recent Activity
Increased 23.14%
2.29%
$11.373M
216,744 shares@ $52.48 avg price
IVEIshares Tr
Recent Activity
Increased 5.07%
1.62%
$8.045M
42,145 shares@ $190.89 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 8.66%
1.46%
$7.222M
12,323 shares@ $586.08 avg price
VOOVanguard Index Fds
Recent Activity
Increased 3.5%
1.39%
$6.919M
12,841 shares@ $538.81 avg price