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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
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -2.68%
0.24%
$1.171M
26,581 shares@ $44.04 avg price
BSCPInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -0.62%
0.2%
$972,760
47,107 shares@ $20.66 avg price
BSCQInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -1.02%
0.2%
$964,233
49,626 shares@ $19.43 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -3.04%
0.19%
$934,060
6,459 shares@ $144.62 avg price
BSCRInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -1.02%
0.19%
$932,391
47,864 shares@ $19.49 avg price
ORCLOracle Corp
Recent Activity
Decreased -2.81%
0.19%
$931,052
5,587 shares@ $166.65 avg price
IXNIshares Tr
Recent Activity
Decreased -5.64%
0.19%
$925,301
10,918 shares@ $84.76 avg price
TLHIshares Tr
Recent Activity
Decreased -2.02%
0.17%
$838,525
8,424 shares@ $99.55 avg price
IJANInnovator Etfs Trust
Recent Activity
Decreased -16.82%
0.17%
$818,000
27,061 shares@ $30.23 avg price
IGMIshares Tr
Recent Activity
Decreased -0.09%
0.16%
$791,402
7,752 shares@ $102.1 avg price