Big Sur Wealth Management LLC Purchases and Sells in Q2 2025

Big Sur Wealth Management LLC

$378 Million
Q2 2025

Top Buys

Incresed Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	924 + 1.04%	$94.31 - $157.99 $87.1K - $146K	89.9K $14.2M
META	4.1K + 170.83%	$484.66 - $738.09 $1.99M - $3.03M	6.5K $4.8M
VGK	6K + 3.2%	$62.73 - $78.42 $376K - $471K	194K $15M
PANW	80 + 0.18%	$152.44 - $204.64 $12.2K - $16.4K	43.5K $8.89M
LLY	1.6K + 266.67%	$713.71 - $898.95 $1.14M - $1.44M	2.2K $1.71M
UNH	6.89K + 145.2%	$274.35 - $599.47 $1.89M - $4.13M	11.6K $3.63M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MINT	6.6K New	$100.04 - $100.54 $660K - $664K	6.6K $663K
NEE	8.05K New	$64.11 - $75.0 $516K - $604K	8.05K $558K
IEMG	8.65K New	N/A	8.65K $463K
APO	3K New	$108.68 - $145.07 $326K - $435K	3K $425K
EMXC	2.69K New	$50.08 - $63.14 $135K - $170K	2.69K $169K
EWS	1.88K New	$20.22 - $26.35 $37.9K - $49.4K	1.88K $48K

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	-5 - 11.63%	$725400.0 - $809350.0 $3.63M - $4.05M	38 $27.7M
SLB	-31.1K - 57.18%	$31.95 - $42.2 $994K - $1.31M	23.3K $787K
AAPL	-1.93K - 4.35%	$172.42 - $223.89 $333K - $432K	42.4K $8.7M
GLD	-3.8K - 22.47%	$273.71 - $316.29 $1.04M - $1.2M	13.1K $4M
MCD	-1.54K - 22.52%	$285.55 - $321.23 $439K - $494K	5.29K $1.55M
DHR	-2.36K - 16.08%	$174.64 - $205.16 $412K - $484K	12.3K $2.43M

Activity Summary All Purchases 40 New Holdings 8 Increased Positions 32 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Big Sur Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Big Sur Wealth Management LLC with notifications on news.