Marc Koven

@Cypress Wealth Services, Llc

Latest period2024 - Q4

Reported4d 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
EMBIshares Tr Recent Activity Increased 9.21%	0.21%	$1.031M 11,580 shares@ $89.05 avg price	Increased 9.21%
SDOGAlps Etf Tr Recent Activity Increased 1.46%	0.21%	$1.003M 17,752 shares@ $56.52 avg price	Increased 1.46%
PMPhilip Morris Intl Inc Recent Activity Increased 9.53%	0.18%	$889,452 7,391 shares@ $120.35 avg price	Increased 9.53%
PHYSSprott Physical Gold Tr Recent Activity Increased 4.43%	0.18%	$864,046 42,902 shares@ $20.14 avg price	Increased 4.43%
DISDisney Walt Co Recent Activity Increased 9.61%	0.17%	$810,485 7,279 shares@ $111.35 avg price	Increased 9.61%
VZVerizon Communications Inc Recent Activity Increased 8.54%	0.17%	$799,850 20,001 shares@ $40.0 avg price	Increased 8.54%
UNHUnitedhealth Group Inc Recent Activity Increased 5.54%	0.16%	$771,405 1,525 shares@ $505.84 avg price	Increased 5.54%
SLVIshares Silver Tr Recent Activity Increased 0.35%	0.16%	$768,099 29,172 shares@ $26.34 avg price	Increased 0.35%
DIASpdr Dow Jones Indl Average Recent Activity Increased 11.16%	0.16%	$758,667 1,783 shares@ $425.51 avg price	Increased 11.16%
NFLXNetflix Inc Recent Activity Increased 12.37%	0.15%	$737,122 827 shares@ $891.33 avg price	Increased 12.37%