Big Sur Wealth Management LLC Incresed Positions in Q2 2025

Big Sur Wealth Management LLC

  • $378 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
924
+ 1.04%
$94.31 - $157.99 $87.1K - $146K
89.9K $14.2M
META
Meta Platforms, Inc.

Communication Services
4.1K
+ 170.83%
$484.66 - $738.09 $1.99M - $3.03M
6.5K $4.8M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
6K
+ 3.2%
$62.73 - $78.42 $376K - $471K
194K $15M
PANW
Palo Alto Networks Inc

Technology
80
+ 0.18%
$152.44 - $204.64 $12.2K - $16.4K
43.5K $8.89M
LLY
Eli Lilly & CO

Healthcare
1.6K
+ 266.67%
$713.71 - $898.95 $1.14M - $1.44M
2.2K $1.71M
UNH
Unitedhealth Group Inc

Healthcare
6.89K
+ 145.2%
$274.35 - $599.47 $1.89M - $4.13M
11.6K $3.63M
GS
Goldman Sachs Group Inc

Financial Services
10
+ 0.14%
$462.22 - $707.75 $4.62K - $7.08K
7.01K $4.96M
AVGO
Broadcom Inc.

Technology
914
+ 12.86%
$146.29 - $275.65 $134K - $252K
8.02K $2.21M
GE
General Electric CO

Industrials
50
+ 0.32%
$166.81 - $257.39 $8.34K - $12.9K
15.4K $3.97M
GOOG
Alphabet Inc.

Communication Services
1.05K
+ 3.43%
$146.58 - $180.01 $154K - $189K
31.7K $5.62M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.71K
+ 22.74%
$483.48 - $539.8 $1.31M - $1.46M
14.6K $7.09M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
3K
+ 2.76%
$50.27 - $62.05 $151K - $186K
112K $6.89M
RTX
Raytheon Technologies Corp

Industrials
255
+ 0.75%
$113.75 - $148.48 $29K - $37.9K
34.1K $4.99M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
72
+ 1.03%
$141.37 - $228.57 $10.2K - $16.5K
7.03K $1.59M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1K
+ 6.72%
$152.93 - $181.74 $153K - $182K
15.9K $2.89M
LMT
Lockheed Martin Corp

Industrials
500
+ 13.23%
$430.82 - $486.45 $215K - $243K
4.28K $1.98M
CRM
Salesforce, Inc.

Technology
700
+ 5.98%
$236.26 - $291.15 $165K - $204K
12.4K $3.38M
COST
Costco Wholesale Corp

Consumer Defensive
30
+ 0.97%
$908.13 - $1056.85 $27.2K - $31.7K
3.11K $3.08M
NOC
Northrop Grumman Corp

Industrials
300
+ 50.0%
$456.3 - $540.39 $137K - $162K
900 $449K
ETN
Eaton Corp PLC

Industrials
37
+ 3.3%
$246.52 - $356.99 $9.12K - $13.2K
1.16K $413K
DBEU
Xtrackers Msci Europe Hedged E

ETFs
2.53K
+ 18.78%
$38.92 - $46.4 $98.5K - $117K
16K $705K
HD
Home Depot, Inc.

Consumer Cyclical
72
+ 0.7%
$335.24 - $380.78 $24.1K - $27.4K
10.4K $3.82M
UNP
Union Pacific Corp

Industrials
145
+ 4.83%
$208.27 - $238.46 $30.2K - $34.6K
3.15K $724K
Linde PLC
83
+ 15.15%
N/A
631 $0
Ishares Bitcoin Trust ETF
27K
+ 29.8%
N/A
118K $0
Ge Vernova Inc
800
+ 11.42%
N/A
7.8K $0
Blackrock Inc
13
+ 2.73%
N/A
489 $0
SHEL
Shell PLC

Energy
50
+ 0.76%
$59.75 - $73.05 $2.99K - $3.65K
6.59K $463K
XOM
Exxon Mobil Corp

Energy
230
+ 1.32%
$99.93 - $119.04 $23K - $27.4K
17.6K $1.9M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
900
+ 3.64%
$99.37 - $134.05 $89.4K - $121K
25.6K $2.91M
XLV
Select Sector Spdr Fund Health

ETFs
27
+ 0.07%
$128.77 - $144.3 $3.48K - $3.9K
40.4K $5.44M
Activity Summary
Buys All Purchases 40 New Holdings 8 Increased Positions 32 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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