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
SCHDSchwab Strategic Tr Recent Activity Increased 215.33%	0.64%	$3.147M 115,184 shares@ $27.33 avg price	Increased 215.33%
IVLUIshares Tr Recent Activity Increased 23.13%	0.62%	$3.041M 112,168 shares@ $27.12 avg price	Increased 23.13%
EMXCIshares Inc Recent Activity Increased 9.39%	0.61%	$3.026M 54,569 shares@ $55.45 avg price	Increased 9.39%
DVYIshares Tr Recent Activity Increased 7.18%	0.59%	$2.921M 22,247 shares@ $131.3 avg price	Increased 7.18%
QQQInvesco Qqq Tr Recent Activity Increased 1.35%	0.56%	$2.775M 5,428 shares@ $511.22 avg price	Increased 1.35%
BINCBlackrock Etf Trust Ii Recent Activity Increased 14.2%	0.55%	$2.716M 52,214 shares@ $52.02 avg price	Increased 14.2%
METAMeta Platforms Inc Recent Activity Increased 7.16%	0.55%	$2.693M 4,600 shares@ $585.49 avg price	Increased 7.16%
JPMJpmorgan Chase & Co. Recent Activity Increased 5.45%	0.51%	$2.524M 10,528 shares@ $239.71 avg price	Increased 5.45%
MARMarriott Intl Inc New Recent Activity Increased 2.7%	0.51%	$2.515M 9,017 shares@ $278.94 avg price	Increased 2.7%
IFRAIshares Tr Recent Activity Increased 1.34%	0.45%	$2.223M 48,034 shares@ $46.3 avg price	Increased 1.34%