Big Sur Wealth Management LLC Purchases and Sells in Q1 2025

Big Sur Wealth Management LLC

$356 Million
Q1 2025

Top Buys

Incresed Positions

38 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A	15 + 53.57%	$663000.0 - $801950.0 $9.95M - $12M	43 $34.3M
VGK	26.2K + 16.2%	$63.07 - $73.5 $1.65M - $1.92M	188K $13.3M
JPM	5.34K + 16.01%	$225.19 - $279.95 $1.2M - $1.49M	38.7K $9.49M
BABA	1.4K + 6.0%	$80.53 - $147.57 $113K - $207K	24.7K $3.27M
BRK-B	454 + 3.97%	$442.66 - $534.52 $201K - $243K	11.9K $6.33M
XLV	5.05K + 14.31%	$137.61 - $149.68 $695K - $756K	40.3K $5.83M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
META	2.4K New	$576.36 - $736.67 $1.38M - $1.77M	2.4K $1.38M
TSLA	3.49K New	$222.15 - $428.22 $776K - $1.49M	3.49K $904K
NEM	11.8K New	$37.79 - $48.39 $446K - $571K	11.8K $569K
WFC	7.55K New	$66.78 - $81.42 $504K - $615K	7.55K $542K
ROK	1.66K New	$255.29 - $303.75 $425K - $505K	1.66K $429K
EWZ	8K New	$22.45 - $26.94 $180K - $216K	8K $206K

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-5.6K - 11.22%	$209.68 - $247.1 $1.17M - $1.38M	44.3K $9.85M
SPY	-852 - 1.6%	$551.42 - $612.93 $470K - $522K	52.4K $29.3M
PANW	-2.4K - 5.24%	$167.82 - $208.28 $403K - $500K	43.4K $7.4M
HON	-1.7K - 6.46%	$202.75 - $226.52 $345K - $385K	24.6K $5.21M
CSCO	-12.5K - 62.5%	$58.74 - $64.87 $734K - $811K	7.5K $462K
QQQ	-1.1K - 30.26%	$468.34 - $539.52 $515K - $593K	2.54K $1.19M

Activity Summary All Purchases 46 New Holdings 8 Increased Positions 38 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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