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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
NUENucor Corp
Recent Activity
Exited
0%
$255,428
1,699 shares@ $150.35 avg price
BFZBlackrock Calif Mun Income T
Recent Activity
Exited
0%
$250,263
20,700 shares@ $12.09 avg price
XDCFXBny Mellon Alcentra Global C
Recent Activity
Exited
0%
$248,782
27,100 shares@ $9.19 avg price
SCHPSchwab Strategic Tr
Recent Activity
Exited
0%
$247,234
4,610 shares@ $53.63 avg price
BHVNBiohaven Ltd
Recent Activity
Exited
0%
$224,315
4,489 shares@ $49.97 avg price
SCHXSchwab Strategic Tr
Recent Activity
Exited
0%
$218,664
3,223 shares@ $67.85 avg price
QSPTFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$216,494
8,093 shares@ $26.76 avg price
LHXL3harris Technologies Inc
Recent Activity
Exited
0%
$215,993
908 shares@ $237.88 avg price
FLNGFlex Lng Ltd
Recent Activity
Exited
0%
$213,162
8,379 shares@ $25.45 avg price
NVSNovartis Ag
Recent Activity
Exited
0%
$212,787
1,850 shares@ $115.02 avg price