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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
MSFTMicrosoft Corp
Recent Activity
Increased 16.44%
1.22%
$6.032M
14,311 shares@ $421.52 avg price
XCEMColumbia Etf Tr Ii
Recent Activity
Increased 12.69%
1.04%
$5.149M
173,968 shares@ $29.61 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 4.29%
1.02%
$5.034M
22,946 shares@ $219.4 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 6.44%
1%
$4.975M
26,283 shares@ $189.3 avg price
MBBIshares Tr
Recent Activity
Increased 9.69%
0.95%
$4.685M
51,100 shares@ $91.69 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 2.92%
0.94%
$4.664M
10,290 shares@ $453.28 avg price
TSLATesla Inc
Recent Activity
Increased 3.94%
0.92%
$4.56M
11,292 shares@ $403.84 avg price
NVDANvidia Corporation
Recent Activity
Increased 12%
0.88%
$4.379M
32,605 shares@ $134.3 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 2.28%
0.73%
$3.62M
45,097 shares@ $80.28 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 1.92%
0.72%
$3.567M
3,893 shares@ $916.38 avg price