Big Sur Wealth Management LLC Reduced Holdings in Q3 2025

Big Sur Wealth Management LLC

  • $378 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BRK-A
Berkshire Hathaway Inc

Financial Services
-6
- 15.79%
$692600.0 - $759798.0 $4.16M - $4.56M
32 $24.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-7.01K
- 19.32%
$211.65 - $238.24 $1.48M - $1.67M
29.3K $6.43M
RTX
Raytheon Technologies Corp

Industrials
-10.2K
- 29.91%
$144.19 - $167.33 $1.47M - $1.71M
23.9K $4.01M
CRM
Salesforce, Inc.

Technology
-1.4K
- 11.29%
$231.66 - $273.65 $324K - $383K
11K $2.61M
MRK
Merck & Co., Inc.

Healthcare
-12.4K
- 22.31%
$77.6 - $87.37 $959K - $1.08M
43.1K $3.61M
AXP
American Express CO

Financial Services
-2.5K
- 53.73%
$294.27 - $342.31 $736K - $856K
2.15K $715K
AVUV
American Centy ETF Tr Avantis

ETFs
-9.8K
- 37.88%
$90.37 - $102.12 $885K - $1M
16.1K $1.6M
BX
Blackstone Inc.

Financial Services
-12.6K
- 18.22%
$152.77 - $188.68 $1.92M - $2.38M
56.5K $9.65M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-12.5K
- 39.49%
$55.15 - $58.11 $689K - $726K
19.2K $1.1M
IGF
Ishares Global Infrastructure

ETFs
-10.8K
- 37.83%
$58.29 - $61.43 $630K - $663K
17.8K $1.08M
BXSL
Blackstone Secured Lending Fund

Financial Services
-1K
- 0.82%
$26.07 - $32.55 $26.1K - $32.5K
121K $3.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.61K
- 10.99%
$459.11 - $506.91 $737K - $814K
13K $6.53M
KBE
Spdr S&P Bank ETF

ETFs
-9.4K
- 76.27%
$55.26 - $61.99 $519K - $583K
2.93K $173K
ITA
Ishares Tr

ETFs
-5.01K
- 17.92%
$184.73 - $209.26 $925K - $1.05M
22.9K $4.8M
PAVE
Global X Fds Us Infrastructure

ETFs
-13.6K
- 30.62%
$44.02 - $47.63 $599K - $648K
30.8K $1.47M
CTAS
Cintas Corp

Industrials
-200
- 0.9%
$199.29 - $226.27 $39.9K - $45.3K
22K $4.51M
MDT
Medtronic PLC

Healthcare
-4.8K
- 57.14%
$87.67 - $95.74 $421K - $460K
3.6K $342K
UNH
Unitedhealth Group Inc

Healthcare
-2.19K
- 18.8%
$237.77 - $353.61 $520K - $773K
9.44K $3.26M
XOM
Exxon Mobil Corp

Energy
-4K
- 22.73%
$105.83 - $117.22 $423K - $469K
13.6K $1.53M
CPER
United States Copper Index Fun

ETFs
-10K
- 32.96%
$27.21 - $36.17 $272K - $362K
20.3K $610K
HD
Home Depot, Inc.

Consumer Cyclical
-1.83K
- 17.57%
$357.4 - $423.42 $655K - $776K
8.6K $3.48M
BMY
Bristol Myers Squibb CO

Healthcare
-6.7K
- 29.26%
$43.31 - $48.98 $290K - $328K
16.2K $730K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3K
- 66.67%
$108.46 - $120.63 $325K - $362K
1.5K $178K
RPV
Invesco Exchange Traded Fd Tr

ETFs
-5.25K
- 13.3%
$90.97 - $99.42 $478K - $522K
34.2K $3.4M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-11.5K
- 10.31%
$59.11 - $67.35 $680K - $775K
100K $6.64M
JNJ
Johnson & Johnson

Healthcare
-2.8K
- 33.61%
$155.17 - $185.42 $434K - $519K
5.53K $1.03M
DHR
Danaher Corp

Healthcare
-1.2K
- 9.74%
$181.46 - $212.2 $218K - $255K
11.1K $2.2M
COST
Costco Wholesale Corp

Consumer Defensive
-21
- 0.67%
$915.95 - $994.57 $19.2K - $20.9K
3.09K $2.86M
HTGC
Hercules Capital, Inc.

Financial Services
-9K
- 23.38%
$18.34 - $19.53 $165K - $176K
29.5K $557K
IYH
Ishares Tr

ETFs
-2K
- 50.0%
$54.36 - $58.96 $109K - $118K
2K $117K
PANW
Palo Alto Networks Inc

Technology
-300
- 0.69%
$167.06 - $208.19 $50.1K - $62.5K
43.2K $8.79M
XLV
Select Sector Spdr Fund Health

ETFs
-2K
- 4.96%
$129.01 - $139.72 $258K - $279K
38.4K $5.34M
NOC
Northrop Grumman Corp

Industrials
-300
- 33.33%
$498.9 - $609.32 $150K - $183K
600 $365K
IWM
Ishares Russell 2000 ETF

ETFs
-700
- 20.59%
$214.92 - $244.84 $150K - $171K
2.7K $653K
MCHI
Ishares Msci China ETF

ETFs
-5.6K
- 19.7%
$54.58 - $65.85 $306K - $369K
22.8K $1.5M
ETN
Eaton Corp PLC

Industrials
-191
- 16.49%
$342.99 - $392.76 $65.5K - $75K
967 $361K
EPP
Ishares Inc

ETFs
-750
- 43.35%
$48.87 - $52.69 $36.7K - $39.5K
980 $50K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-450
- 16.73%
$62.54 - $68.42 $28.1K - $30.8K
2.24K $151K
XLE
Energy Sector Spdr

ETFs
-2.03K
- 5.14%
$84.25 - $91.99 $171K - $187K
37.5K $3.35M
Listed Fds Tr
-20K
- 62.5%
N/A
12K $0
RSP
Invesco S&P 500 Equal Weight E

ETFs
-600
- 3.78%
$181.56 - $190.33 $109K - $114K
15.3K $2.9M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.3K
- 7.9%
$49.43 - $54.52 $213K - $234K
50.1K $2.71M
GS
Goldman Sachs Group Inc

Financial Services
-747
- 10.66%
$696.56 - $806.32 $520K - $602K
6.26K $4.98M
ORCL
Oracle Corp

Technology
-109
- 7.63%
$218.96 - $328.33 $23.9K - $35.8K
1.32K $370K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-500
- 1.55%
$62.09 - $66.51 $31K - $33.3K
31.8K $2.07M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-400
- 1.46%
$87.29 - $93.61 $34.9K - $37.4K
26.9K $2.52M
IWD
Ishares Russell 1000 Val ETF

ETFs
-206
- 1.63%
$192.76 - $203.86 $39.7K - $42K
12.4K $2.52M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-321
- 4.56%
$224.68 - $282.71 $72.1K - $90.7K
6.71K $1.87M
JPM
Jpmorgan Chase & CO

Financial Services
-2.12K
- 5.47%
$282.78 - $316.06 $598K - $668K
36.6K $11.5M
Activity Summary
Buys All Purchases 23 New Holdings 7 Increased Positions 16 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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