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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
VLUEIshares Tr
Recent Activity
Decreased -1.28%
0.16%
$777,235
7,359 shares@ $105.62 avg price
GNMAIshares Tr
Recent Activity
Decreased -9.11%
0.16%
$764,154
17,800 shares@ $42.93 avg price
AMGNAmgen Inc
Recent Activity
Decreased -6.37%
0.16%
$761,705
2,922 shares@ $260.68 avg price
TXNTexas Instrs Inc
Recent Activity
Decreased -21.47%
0.15%
$735,018
3,920 shares@ $187.51 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Decreased -6.84%
0.14%
$694,648
8,905 shares@ $78.01 avg price
EMGFIshares Inc
Recent Activity
Decreased -1.68%
0.14%
$687,631
15,204 shares@ $45.23 avg price
BSCSInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -1.61%
0.13%
$629,606
31,277 shares@ $20.13 avg price
BKNGBooking Holdings Inc
Recent Activity
Decreased -3.9%
0.13%
$611,639
123 shares@ $4972.68 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -1.98%
0.13%
$600,402
6,580 shares@ $91.25 avg price
GBTCGrayscale Bitcoin Trust Etf
Recent Activity
Decreased -1.86%
0.12%
$585,646
7,912 shares@ $74.02 avg price