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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
ARCCAres Capital Corp
Recent Activity
New Position
0.09%
$403,370
18,427 shares@ $21.9 avg price
XNCMXNuveen California Amt Qlt Mu
Recent Activity
New Position
0.07%
$341,136
26,989 shares@ $12.64 avg price
NNOVInnovator Etfs Trust
Recent Activity
New Position
0.07%
$330,853
12,819 shares@ $25.81 avg price
DECUAim Etf Products Trust
Recent Activity
New Position
0.07%
$310,144
12,628 shares@ $24.57 avg price
HYDBIshares Tr
Recent Activity
New Position
0.06%
$281,449
5,987 shares@ $47.02 avg price
BEBloom Energy Corp
Recent Activity
New Position
0.06%
$275,071
12,385 shares@ $22.22 avg price
MRVLMarvell Technology Inc
Recent Activity
New Position
0.06%
$250,310
2,266 shares@ $110.47 avg price
CHKPCheck Point Software Tech Lt
Recent Activity
New Position
0.06%
$249,618
1,337 shares@ $186.71 avg price
CRMSalesforce Inc
Recent Activity
New Position
0.05%
$247,788
741 shares@ $334.4 avg price
DECWAim Etf Products Trust
Recent Activity
New Position
0.05%
$247,710
8,143 shares@ $30.42 avg price