Marc Koven

@Cypress Wealth Services, Llc

Latest period2024 - Q4

Reported3d ago

Managed Assets$497.966M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SDYSpdr Ser Tr Recent Activity New Position	0.05%	$244,385 1,850 shares@ $132.1 avg price	New Position
MCKMckesson Corp Recent Activity New Position	0.05%	$225,930 396 shares@ $570.54 avg price	New Position
AOCTInnovator Etfs Trust Recent Activity New Position	0.05%	$225,132 9,056 shares@ $24.86 avg price	New Position
RBARb Global Inc Recent Activity New Position	0.05%	$224,442 2,488 shares@ $90.21 avg price	New Position
CIBRFirst Tr Exchange Traded Fd Recent Activity New Position	0.05%	$210,654 3,320 shares@ $63.45 avg price	New Position
ULUnilever Plc Recent Activity New Position	0.05%	$208,966 3,685 shares@ $56.71 avg price	New Position
CRWDCrowdstrike Hldgs Inc Recent Activity New Position	0.05%	$202,217 591 shares@ $342.17 avg price	New Position
NBNiocorp Devs Ltd Recent Activity New Position	0.01%	$21,840 14,090 shares@ $1.56 avg price	New Position