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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
DFAUDimensional Etf Trust
Recent Activity
Increased 0.11%
0.11%
$533,273
13,170 shares@ $40.5 avg price
BACBank America Corp
Recent Activity
Increased 5.46%
0.11%
$516,620
11,755 shares@ $43.95 avg price
KKRKkr & Co Inc
Recent Activity
Increased 1.63%
0.11%
$500,675
3,385 shares@ $147.91 avg price
ABBVAbbvie Inc
Recent Activity
Increased 1.94%
0.1%
$495,987
2,791 shares@ $177.71 avg price
PGProcter And Gamble Co
Recent Activity
Increased 0.98%
0.1%
$488,386
2,913 shares@ $167.66 avg price
AMTAmerican Tower Corp New
Recent Activity
Increased 1.76%
0.1%
$479,801
2,616 shares@ $183.42 avg price
GOVTIshares Tr
Recent Activity
Increased 2.27%
0.1%
$473,733
20,615 shares@ $22.99 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 0.06%
0.09%
$440,260
1,949 shares@ $225.9 avg price
GSKGsk Plc
Recent Activity
Increased 23.81%
0.09%
$404,690
11,966 shares@ $33.82 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 2.8%
0.08%
$393,581
1,950 shares@ $201.84 avg price