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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
IEVIshares Tr
Recent Activity
Decreased -2.67%
0.37%
$1.811M
34,791 shares@ $52.06 avg price
IEMGIshares Inc
Recent Activity
Decreased -5.53%
0.37%
$1.797M
34,413 shares@ $52.23 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.08%
0.35%
$1.694M
15,745 shares@ $107.58 avg price
PMARInnovator Etfs Trust
Recent Activity
Decreased -2.74%
0.34%
$1.648M
41,011 shares@ $40.19 avg price
USMVIshares Tr
Recent Activity
Decreased -2.25%
0.33%
$1.625M
18,307 shares@ $88.8 avg price
SUSLIshares Tr
Recent Activity
Decreased -0.14%
0.32%
$1.591M
15,438 shares@ $103.05 avg price
AXPAmerican Express Co
Recent Activity
Decreased -0.18%
0.32%
$1.582M
5,332 shares@ $296.79 avg price
CVXChevron Corp New
Recent Activity
Decreased -10.01%
0.29%
$1.395M
9,629 shares@ $144.85 avg price
IJULInnovator Etfs Trust
Recent Activity
Decreased -19.14%
0.26%
$1.282M
46,291 shares@ $27.7 avg price
EJULInnovator Etfs Trust
Recent Activity
Decreased -1.28%
0.25%
$1.218M
49,367 shares@ $24.67 avg price