Big Sur Wealth Management LLC Reduced Holdings in Q2 2025

Big Sur Wealth Management LLC

  • $378 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
-5
- 11.63%
$725400.0 - $809350.0 $3.63M - $4.05M
38 $27.7M
SLB
Schlumberger Limited

Energy
-31.1K
- 57.18%
$31.95 - $42.2 $994K - $1.31M
23.3K $787K
AAPL
Apple Inc.

Technology
-1.93K
- 4.35%
$172.42 - $223.89 $333K - $432K
42.4K $8.7M
GLD
Spdr Gold Trust

ETFs
-3.8K
- 22.47%
$273.71 - $316.29 $1.04M - $1.2M
13.1K $4M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.54K
- 22.52%
$285.55 - $321.23 $439K - $494K
5.29K $1.55M
DHR
Danaher Corp

Healthcare
-2.36K
- 16.08%
$174.64 - $205.16 $412K - $484K
12.3K $2.43M
QCOM
Qualcomm Inc

Technology
-3.5K
- 67.31%
$124.66 - $159.48 $436K - $558K
1.7K $270K
XLE
Energy Sector Spdr

ETFs
-1.6K
- 3.89%
$76.44 - $94.13 $122K - $151K
39.5K $3.35M
BMY
Bristol Myers Squibb CO

Healthcare
-1K
- 4.18%
$44.12 - $59.6 $44.1K - $59.6K
22.9K $1.06M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-5.95K
- 15.82%
$47.46 - $55.3 $282K - $329K
31.7K $1.74M
BA
Boeing CO

Industrials
-2.5K
- 34.82%
$136.59 - $217.51 $341K - $544K
4.68K $980K
CPER
United States Copper Index Fun

ETFs
-6.6K
- 17.87%
$25.72 - $31.7 $170K - $209K
30.3K $959K
BXSL
Blackstone Secured Lending Fund

Financial Services
-350
- 0.29%
$26.88 - $32.74 $9.41K - $11.5K
122K $3.75M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
-100
- 1.7%
$196.72 - $266.32 $19.7K - $26.6K
5.78K $1.33M
JNJ
Johnson & Johnson

Healthcare
-86
- 1.02%
$146.36 - $159.82 $12.6K - $13.7K
8.33K $1.27M
XLB
Select Sector Spdr Fd Material

ETFs
-1.5K
- 12.59%
$74.27 - $88.92 $111K - $133K
10.4K $914K
ABBV
Abb Vie Inc.

Healthcare
-3
- 0.09%
$170.16 - $206.27 $510 - $619
3.35K $621K
HTGC
Hercules Capital, Inc.

Financial Services
-1K
- 2.53%
$16.24 - $19.1 $16.2K - $19.1K
38.5K $703K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-934
- 2.31%
$81.66 - $93.76 $76.3K - $87.6K
39.5K $3.7M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-5.58K
- 13.62%
$41.45 - $54.46 $231K - $304K
35.4K $1.84M
SAN
Banco Santander, S.A.

Financial Services
-5.58K
- 30.05%
$5.72 - $8.32 $31.9K - $46.4K
13K $107K
RYT
Invesco S&P 500 Equal Weight T

ETFs
-7K
- 23.73%
N/A
22.5K $0
PNOV
Innovator U.S. Equity Power Bu
-170
- 3.93%
N/A
4.15K $0
Listed Fds Tr
-13K
- 28.89%
N/A
32K $0
ABT
Abbott Laboratories

Healthcare
-4
- 0.2%
$123.95 - $138.08 $496 - $552
2.01K $273K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-510
- 3.3%
$32.0 - $39.87 $16.3K - $20.3K
14.9K $594K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-2.52K
- 4.63%
$27.79 - $34.16 $70.1K - $86.2K
52K $1.77M
IWV
Ishares Russell 3000 ETF

ETFs
-3.3K
- 9.43%
$281.67 - $351.0 $930K - $1.16M
31.7K $11.1M
AVUV
American Centy ETF Tr Avantis

ETFs
-245
- 0.94%
$75.17 - $91.21 $18.4K - $22.3K
25.9K $2.36M
NEM
Newmont Corp

Basic Materials
-400
- 3.39%
$44.18 - $59.46 $17.7K - $23.8K
11.4K $664K
ORCL
Oracle Corp

Technology
-95
- 6.24%
$122.82 - $218.63 $11.7K - $20.8K
1.43K $312K
AXP
American Express CO

Financial Services
-2
- 0.04%
$231.39 - $318.98 $463 - $638
4.65K $1.48M
GOOGL
Alphabet Inc.

Communication Services
-2.79K
- 7.9%
$144.7 - $178.6 $404K - $498K
32.5K $5.73M
CTAS
Cintas Corp

Industrials
-245
- 1.09%
$190.11 - $227.66 $46.6K - $55.8K
22.2K $4.94M
ITA
Ishares Tr

ETFs
-800
- 2.78%
$135.31 - $188.64 $108K - $151K
28K $5.27M
MSFT
Microsoft Corp

Technology
-71
- 0.89%
$354.56 - $497.45 $25.2K - $35.3K
7.9K $3.93M
XLK
Technology Sector Spdr

ETFs
-368
- 1.34%
$179.73 - $253.23 $66.1K - $93.2K
27.1K $6.87M
JPM
Jpmorgan Chase & CO

Financial Services
-5
- 0.01%
$210.28 - $289.91 $1.05K - $1.45K
38.7K $11.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
-22
- 0.04%
$496.48 - $617.85 $10.9K - $13.6K
52.4K $32.4M
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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