Big Sur Wealth Management LLC Incresed Positions in Q1 2025

Big Sur Wealth Management LLC

  • $356 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
15
+ 53.57%
$663000.0 - $801950.0 $9.95M - $12M
43 $34.3M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
26.2K
+ 16.2%
$63.07 - $73.5 $1.65M - $1.92M
188K $13.3M
JPM
Jpmorgan Chase & CO

Financial Services
5.34K
+ 16.01%
$225.19 - $279.95 $1.2M - $1.49M
38.7K $9.49M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.4K
+ 6.0%
$80.53 - $147.57 $113K - $207K
24.7K $3.27M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
454
+ 3.97%
$442.66 - $534.52 $201K - $243K
11.9K $6.33M
XLV
Select Sector Spdr Fund Health

ETFs
5.05K
+ 14.31%
$137.61 - $149.68 $695K - $756K
40.3K $5.83M
EWG
Ishares Msci Germany ETF

ETFs
14.7K
+ 39.15%
$31.57 - $39.31 $463K - $577K
52.2K $1.93M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
8.89K
+ 8.91%
$53.35 - $58.68 $474K - $521K
109K $6.15M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.58K
+ 15.76%
$34.58 - $45.97 $193K - $257K
41K $1.87M
RTX
Raytheon Technologies Corp

Industrials
80
+ 0.24%
$114.1 - $135.66 $9.13K - $10.9K
33.9K $4.49M
FXI
Ishares Tr

ETFs
13.6K
+ 1357.5%
$28.65 - $38.55 $389K - $523K
14.6K $522K
HTGC
Hercules Capital, Inc.

Financial Services
15K
+ 61.22%
$18.01 - $22.0 $270K - $330K
39.5K $758K
IBB
Ishares Biotechnology ETF

ETFs
2.03K
+ 32.64%
$127.9 - $140.56 $260K - $285K
8.25K $1.07M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.5K
+ 14.59%
$113.59 - $123.29 $170K - $185K
11.8K $1.37M
JNJ
Johnson & Johnson

Healthcare
79
+ 0.95%
$142.06 - $167.7 $11.2K - $13.2K
8.42K $1.4M
QDPL
Pacer Fds Tr Metaurus Us Large
5K
+ 83.33%
$36.5 - $40.04 $183K - $200K
11K $404K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.99K
+ 40.09%
$165.25 - $224.62 $329K - $447K
6.96K $1.16M
MCD
Mcdonalds Corp

Consumer Cyclical
7
+ 0.1%
$279.74 - $321.29 $1.96K - $2.25K
6.83K $2.13M
ABBV
Abb Vie Inc.

Healthcare
51
+ 1.54%
$169.2 - $216.66 $8.63K - $11K
3.35K $702K
EEM
Ishares Msci Emerging Markets

ETFs
1.75K
+ 10.57%
$40.81 - $45.34 $71.4K - $79.3K
18.3K $799K
UNH
Unitedhealth Group Inc

Healthcare
25
+ 0.53%
$461.52 - $548.18 $11.5K - $13.7K
4.74K $2.48M
VTI
Vanguard Total Stock Market Et

ETFs
600
+ 14.8%
$271.18 - $303.12 $163K - $182K
4.65K $1.27M
AVGO
Broadcom Inc.

Technology
2.39K
+ 50.79%
$167.43 - $244.7 $401K - $586K
7.11K $1.19M
MSFT
Microsoft Corp

Technology
1K
+ 14.38%
$375.39 - $447.2 $376K - $448K
7.97K $2.99M
BXSL
Blackstone Secured Lending Fund

Financial Services
448
+ 0.37%
$31.3 - $34.5 $14K - $15.5K
122K $3.96M
ASML
Asml Holding Nv

Technology
32
+ 10.36%
$662.63 - $776.99 $21.2K - $24.9K
341 $225K
Ge Vernova Inc
3.44K
+ 96.6%
N/A
7K $0
Ishares Bitcoin Trust ETF
42.6K
+ 88.6%
N/A
90.6K $0
ETN
Eaton Corp PLC

Industrials
165
+ 17.26%
$271.83 - $371.23 $44.9K - $61.3K
1.12K $304K
ORCL
Oracle Corp

Technology
110
+ 7.78%
$139.81 - $186.47 $15.4K - $20.5K
1.52K $212K
AXP
American Express CO

Financial Services
52
+ 1.13%
$255.39 - $325.87 $13.3K - $16.9K
4.66K $1.25M
CRM
Salesforce, Inc.

Technology
1.7K
+ 17.0%
$268.36 - $359.95 $456K - $612K
11.7K $3.14M
GOOG
Alphabet Inc.

Communication Services
3K
+ 10.86%
$156.06 - $207.71 $468K - $623K
30.6K $4.79M
GOOGL
Alphabet Inc.

Communication Services
2.23K
+ 6.73%
$154.33 - $206.19 $344K - $459K
35.3K $5.46M
AMZN
Amazon Com Inc

Consumer Cyclical
60
+ 0.17%
$190.26 - $242.06 $11.4K - $14.5K
36.3K $6.9M
NVDA
Nvidia Corp

Technology
8.94K
+ 11.18%
$106.98 - $149.43 $956K - $1.34M
88.9K $9.64M
BX
Blackstone Inc.

Financial Services
6.09K
+ 9.78%
$136.53 - $186.74 $832K - $1.14M
68.4K $9.56M
Activity Summary
Buys All Purchases 46 New Holdings 8 Increased Positions 38 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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