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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
CSCOCisco Sys Inc
Recent Activity
Increased 1.03%
0.15%
$727,305
12,286 shares@ $59.2 avg price
PSLVSprott Physical Silver Tr
Recent Activity
Increased 21.17%
0.15%
$715,355
74,130 shares@ $9.66 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 9.01%
0.15%
$714,194
1,247 shares@ $572.73 avg price
CMCSAComcast Corp New
Recent Activity
Increased 2.73%
0.14%
$690,088
18,388 shares@ $37.53 avg price
IBITIshares Bitcoin Trust Etf
Recent Activity
Increased 67.05%
0.14%
$652,674
12,303 shares@ $53.05 avg price
EVMEaton Vance Calif Mun Bd Fd
Recent Activity
Increased 180.73%
0.14%
$648,706
70,742 shares@ $9.18 avg price
MAMastercard Incorporated
Recent Activity
Increased 1.53%
0.13%
$630,209
1,197 shares@ $526.5 avg price
HDHome Depot Inc
Recent Activity
Increased 2.05%
0.13%
$620,522
1,595 shares@ $389.05 avg price
SCHWSchwab Charles Corp
Recent Activity
Increased 3.56%
0.13%
$615,071
8,311 shares@ $74.01 avg price
ENBEnbridge Inc
Recent Activity
Increased 0.44%
0.13%
$603,185
14,216 shares@ $42.44 avg price