Big Sur Wealth Management LLC Portfolio Holdings
Big Sur Wealth Management LLC
- $319 Million
- Q2 2024
Big Sur Wealth Management LLC has filed its 13F form on July 22, 2024 for Q2 2024 where it was disclosed a total value porftolio of $319 Million distributed in 155 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 $30.2M, Berkshire Hathaway Inc with a value of $19.6M, Vanguard Ftse Europe ETF Ftse with a value of $11.7M, Apple Inc. with a value of $11M, and Ishares Russell 3000 ETF with a value of $10.8M.
Examining the 13F form we can see an increase of $7.59M in the current position value, from $311M to 319M.
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.
Stock Holdings Table Market Cap. of Under $50 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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