Big Sur Wealth Management LLC Purchases and Sells in Q3 2025

Big Sur Wealth Management LLC

$378 Million
Q3 2025

Top Buys

Incresed Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	131 + 0.25%	$617.65 - $666.84 $80.9K - $87.4K	52.6K $35M
AVGO	2.28K + 28.41%	$264.74 - $369.57 $603K - $842K	10.3K $3.4M
GLD	1.4K + 10.67%	$300.96 - $355.47 $421K - $498K	14.5K $5.16M
EWG	7K + 13.42%	$40.75 - $43.26 $285K - $303K	59.2K $2.46M
MSFT	12 + 0.15%	$491.09 - $535.64 $5.89K - $6.43K	7.91K $4.1M
DIA	49 + 0.8%	$435.72 - $463.74 $21.4K - $22.7K	6.17K $2.86M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TSLA	991 New	$293.94 - $444.72 $291K - $441K	991 $440K
ASML	238 New	$689.63 - $968.09 $164K - $230K	238 $230K
PAUG	4.64K New	$40.45 - $42.49 $188K - $197K	4.64K $196K
DXJ	180 New	$112.94 - $129.99 $20.3K - $23.4K	180 $23K
BITMINE IMMERSION TECNOLOGIE	5.5K New	N/A	5.5K $0
ISHARES ETHEREUM TR	12.6K New	N/A	12.6K $0

Top Sells

Reduced Positions

56 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	-6 - 15.79%	$692600.0 - $759798.0 $4.16M - $4.56M	32 $24.1M
AMZN	-7.01K - 19.32%	$211.65 - $238.24 $1.48M - $1.67M	29.3K $6.43M
RTX	-10.2K - 29.91%	$144.19 - $167.33 $1.47M - $1.71M	23.9K $4.01M
CRM	-1.4K - 11.29%	$231.66 - $273.65 $324K - $383K	11K $2.61M
MRK	-12.4K - 22.31%	$77.6 - $87.37 $959K - $1.08M	43.1K $3.61M
AXP	-2.5K - 53.73%	$294.27 - $342.31 $736K - $856K	2.15K $715K

Activity Summary All Purchases 23 New Holdings 7 Increased Positions 16 All Sells 56 Reductions 56 Sold out 0 Calls 0 Puts 0

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