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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
VDEVanguard World Fd
Recent Activity
Increased 1.29%
0.13%
$600,545
4,950 shares@ $121.33 avg price
IJRIshares Tr
Recent Activity
Increased 0.26%
0.13%
$598,868
5,198 shares@ $115.22 avg price
KOCoca Cola Co
Recent Activity
Increased 4.43%
0.12%
$580,201
9,319 shares@ $62.27 avg price
ETREntergy Corp New
Recent Activity
Increased 97.56%
0.12%
$563,494
7,432 shares@ $75.82 avg price
MUCBlackrock Munihldngs Cali Ql
Recent Activity
Increased 118.51%
0.12%
$560,475
52,726 shares@ $10.63 avg price
MDTMedtronic Plc
Recent Activity
Increased 6.59%
0.12%
$557,243
6,976 shares@ $79.89 avg price
APDAir Prods & Chems Inc
Recent Activity
Increased 3.18%
0.12%
$556,416
1,918 shares@ $290.11 avg price
CAVACava Group Inc
Recent Activity
Increased 3.37%
0.12%
$554,412
4,915 shares@ $112.8 avg price
LNGCheniere Energy Inc
Recent Activity
Increased 0.2%
0.11%
$539,753
2,512 shares@ $214.87 avg price
VTIVanguard Index Fds
Recent Activity
Increased 36.87%
0.11%
$539,165
1,860 shares@ $289.88 avg price