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
AMDAdvanced Micro Devices Inc Recent Activity Exited	0%	$210,428 1,282 shares@ $164.15 avg price	Exited
TECKTeck Resources Ltd Recent Activity Exited	0%	$209,535 4,011 shares@ $52.25 avg price	Exited
HYMBSpdr Ser Tr Recent Activity Exited	0%	$208,119 7,922 shares@ $26.28 avg price	Exited
FAUGFirst Tr Exchng Traded Fd Vi Recent Activity Exited	0%	$207,385 4,533 shares@ $45.76 avg price	Exited
BTUPeabody Energy Corp Recent Activity Exited	0%	$204,066 7,689 shares@ $26.54 avg price	Exited
QCOMQualcomm Inc Recent Activity Exited	0%	$202,777 1,192 shares@ $170.12 avg price	Exited
IHIIshares Tr Recent Activity Exited	0%	$202,355 3,417 shares@ $59.23 avg price	Exited
ETNEaton Corp Plc Recent Activity Exited	0%	$200,853 606 shares@ $331.45 avg price	Exited
JKHYHenry Jack & Assoc Inc Recent Activity Exited	0%	$200,020 1,133 shares@ $176.55 avg price	Exited
PGXInvesco Exch Traded Fd Tr Ii Recent Activity Exited	0%	$123,525 10,002 shares@ $12.36 avg price	Exited