Big Sur Wealth Management LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $354 Million distributed in 163 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $31M, Berkshire Hathaway Inc with a value of $22.1M, Vanguard Ftse Europe ETF Ftse with a value of $12.5M, Apple Inc. with a value of $12.1M, and Ishares Russell 3000 ETF with a value of $11.4M.
Examining the 13F form we can see an increase of $35.7M in the current position value, from $319M to 354M.
Big Sur Wealth Management LLC is based out at Miami, FL
Below you can find more details about Big Sur Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$354 Million
ETFs: $167 Million
Financial Services: $59.6 Million
Technology: $42.5 Million
Industrials: $22.6 Million
Healthcare: $20.3 Million
Consumer Cyclical: $19.1 Million
Communication Services: $11.4 Million
Energy: $5.02 Million
Other: $7.02 Million
Stock Holdings Table Market Cap. of $200 Billions or more
