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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
PFFIshares Tr
Recent Activity
Decreased -1.05%
0.96%
$4.732M
150,502 shares@ $31.44 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -0.23%
0.87%
$4.291M
89,725 shares@ $47.82 avg price
HYGIshares Tr
Recent Activity
Decreased -2.13%
0.69%
$3.424M
43,540 shares@ $78.65 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -0.72%
0.63%
$3.135M
16,464 shares@ $190.44 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -3.48%
0.62%
$3.07M
24,345 shares@ $126.11 avg price
VDCVanguard World Fd
Recent Activity
Decreased -1.59%
0.54%
$2.665M
12,607 shares@ $211.39 avg price
DFUVDimensional Etf Trust
Recent Activity
Decreased -3.29%
0.49%
$2.426M
59,275 shares@ $40.93 avg price
DFASDimensional Etf Trust
Recent Activity
Decreased -0.47%
0.47%
$2.302M
35,372 shares@ $65.09 avg price
MUBIshares Tr
Recent Activity
Decreased -6.16%
0.46%
$2.259M
21,204 shares@ $106.55 avg price
TLTIshares Tr
Recent Activity
Decreased -2.34%
0.4%
$1.988M
22,759 shares@ $87.34 avg price