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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
SHOPShopify Inc
Recent Activity
Increased 3.48%
0.36%
$1.756M
16,515 shares@ $106.34 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.61%
0.36%
$1.754M
8,955 shares@ $195.82 avg price
LLYEli Lilly & Co
Recent Activity
Increased 4.02%
0.34%
$1.658M
2,148 shares@ $772.06 avg price
VTEBVanguard Mun Bd Fds
Recent Activity
Increased 0.71%
0.32%
$1.588M
31,684 shares@ $50.14 avg price
IAUIshares Gold Tr
Recent Activity
Increased 244.96%
0.27%
$1.313M
26,510 shares@ $49.51 avg price
WMTWalmart Inc
Recent Activity
Increased 7.07%
0.26%
$1.275M
14,117 shares@ $90.36 avg price
AVGOBroadcom Inc
Recent Activity
Increased 17.09%
0.26%
$1.247M
5,379 shares@ $231.83 avg price
WFCWells Fargo Co New
Recent Activity
Increased 1.2%
0.23%
$1.124M
16,004 shares@ $70.25 avg price
COWZPacer Fds Tr
Recent Activity
Increased 0.66%
0.22%
$1.055M
18,683 shares@ $56.48 avg price
VVisa Inc
Recent Activity
Increased 0.83%
0.22%
$1.046M
3,311 shares@ $316.06 avg price