Big Sur Wealth Management LLC Purchases in Q4 2024

Big Sur Wealth Management LLC

  • $341 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HON
Honeywell International Inc

Industrials
10.7K
+ 68.87%
$202.84 - $236.0 $2.18M - $2.53M
26.3K $5.94M
SLB
Schlumberger Limited

Energy
44.9K
New
$36.83 - $45.59 $1.65M - $2.05M
44.9K $1.72M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
24.4K
+ 221.82%
$33.77 - $44.09 $824K - $1.08M
35.4K $1.2M
AVUV
American Centy ETF Tr Avantis

ETFs
7.57K
+ 39.84%
$94.37 - $106.41 $715K - $806K
26.6K $2.57M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
16.3K
New
$43.84 - $48.76 $715K - $795K
16.3K $717K
VEA
Vanguard Ftse Developed Market

ETFs
14.1K
New
$47.57 - $52.44 $671K - $739K
14.1K $674K
ITA
Ishares Tr

ETFs
5.25K
+ 22.2%
$144.31 - $157.31 $758K - $826K
28.9K $4.2M
CRM
Salesforce, Inc.

Technology
50
+ 0.5%
$270.87 - $367.87 $13.5K - $18.4K
10K $3.34M
MRK
Merck & Co., Inc.

Healthcare
12K
+ 27.45%
$96.31 - $114.76 $1.16M - $1.38M
55.7K $5.54M
PANW
Palo Alto Networks Inc

Technology
23K
+ 100.88%
$181.96 - $405.9 $4.18M - $9.33M
45.8K $8.33M
PPA
Invesco Exchange Traded Fd Tr

ETFs
3K
+ 41.2%
$113.79 - $124.5 $341K - $374K
10.3K $1.18M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
900
+ 18.08%
$260.96 - $307.26 $235K - $277K
5.88K $1.59M
SONY
Sony Group Corp

Technology
20.7K
+ 400.0%
$17.53 - $96.8 $364K - $2.01M
25.9K $548K
GE
General Electric CO

Industrials
2K
+ 14.94%
$159.95 - $194.23 $320K - $388K
15.4K $2.57M
ETN
Eaton Corp PLC

Industrials
40
+ 4.37%
$326.96 - $377.52 $13.1K - $15.1K
956 $317K
Ge Healthcare Technologies I
1.36K
+ 51.75%
N/A
4K $0
SAN
Banco Santander, S.A.

Financial Services
3.38K
+ 11.84%
$4.49 - $5.05 $15.2K - $17.1K
31.9K $145K
Ge Vernova Inc
500
+ 16.33%
N/A
3.56K $0
Blackrock Inc
476
New
N/A
476 $0
Tko Group Holdings Inc
2.25K
New
N/A
2.25K $0
Linde PLC
5
+ 0.92%
N/A
548 $0
UNP
Union Pacific Corp

Industrials
107
+ 3.62%
$223.15 - $249.32 $23.9K - $26.7K
3.06K $698K
ASML
Asml Holding Nv

Technology
7
+ 2.32%
$658.43 - $872.27 $4.61K - $6.11K
309 $214K
MSFT
Microsoft Corp

Technology
31
+ 0.45%
$406.35 - $454.46 $12.6K - $14.1K
6.97K $2.94M
XOM
Exxon Mobil Corp

Energy
1K
+ 6.11%
$105.51 - $125.37 $106K - $125K
17.4K $1.87M
Activity Summary
Buys All Purchases 26 New Holdings 6 Increased Positions 20 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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