Big Sur Wealth Management LLC Purchases in Q3 2024

Big Sur Wealth Management LLC

  • $354 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
7.5K
+ 488.6%
$434.77 - $502.96 $3.26M - $3.77M
9.04K $4.41M
NVDA
Nvidia Corp

Technology
25.4K
+ 43.42%
$98.91 - $134.91 $2.51M - $3.42M
83.8K $10.2M
CTAS
Cintas Corp

Industrials
21.2K
+ 504.76%
$201.38 - $819.83 $4.27M - $17.4M
25.4K $5.23M
BX
Blackstone Inc.

Financial Services
80
+ 0.12%
$120.77 - $159.66 $9.66K - $12.8K
64.9K $9.94M
RSP
Invesco S&P 500 Equal Weight E

ETFs
8.5K
+ 96.05%
$162.83 - $179.16 $1.38M - $1.52M
17.4K $3.11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.91K
+ 17.34%
$405.19 - $478.57 $772K - $912K
12.9K $5.93M
AAPL
Apple Inc.

Technology
24
+ 0.05%
$207.23 - $234.82 $4.97K - $5.64K
52.1K $12.1M
RTX
Raytheon Technologies Corp

Industrials
3.27K
+ 10.65%
$99.55 - $123.34 $326K - $403K
34K $4.11M
XLV
Select Sector Spdr Fund Health

ETFs
4.46K
+ 12.89%
$143.3 - $157.24 $639K - $701K
39.1K $6.02M
GLD
Spdr Gold Trust

ETFs
1.5K
+ 7.97%
$215.56 - $246.98 $323K - $370K
20.3K $4.94M
GOOGL
Alphabet Inc.

Communication Services
7.76K
+ 29.69%
$148.65 - $191.18 $1.15M - $1.48M
33.9K $5.62M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
600
+ 0.34%
$65.06 - $71.72 $39K - $43K
176K $12.5M
JPM
Jpmorgan Chase & CO

Financial Services
2.01K
+ 6.04%
$194.9 - $224.8 $392K - $452K
35.3K $7.44M
HD
Home Depot, Inc.

Consumer Cyclical
150
+ 1.46%
$333.64 - $405.2 $50K - $60.8K
10.4K $4.23M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
6.05K
+ 6.37%
$52.27 - $60.45 $316K - $366K
101K $5.99M
XLI
Industrial Sector Spdr

ETFs
2.11K
+ 8.73%
$120.56 - $135.44 $254K - $286K
26.3K $3.56M
BMY
Bristol Myers Squibb CO

Healthcare
700
+ 1.32%
$39.66 - $51.75 $27.8K - $36.2K
53.6K $2.78M
ITA
Ishares Tr

ETFs
960
+ 4.23%
$131.58 - $149.64 $126K - $144K
23.6K $3.54M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.5K
New
$105.53 - $118.34 $475K - $533K
4.5K $526K
IWM
Ishares Russell 2000 ETF

ETFs
1.4K
+ 13.92%
$200.87 - $224.6 $281K - $314K
11.5K $2.53M
DHR
Danaher Corp

Healthcare
205
+ 1.41%
$239.25 - $280.76 $49K - $57.6K
14.7K $4.1M
XLF
Financial Sector Spdr

ETFs
4K
+ 5.98%
$40.84 - $45.74 $163K - $183K
70.9K $3.21M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.01K
+ 18.13%
$53.41 - $57.9 $321K - $348K
39.2K $2.26M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
3.5K
+ 116.67%
$90.87 - $102.43 $318K - $359K
6.5K $642K
AXP
American Express CO

Financial Services
703
+ 18.03%
$225.92 - $271.17 $159K - $191K
4.6K $1.25M
PPA
Invesco Exchange Traded Fd Tr

ETFs
2.23K
+ 44.2%
$102.05 - $114.97 $228K - $257K
7.28K $837K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
7.4K
+ 13.88%
$29.08 - $31.84 $215K - $236K
60.7K $1.92M
JNJ
Johnson & Johnson

Healthcare
871
+ 11.66%
$145.48 - $167.38 $127K - $146K
8.34K $1.35M
XLG
Invesco Exchange Traded Fd Tr

ETFs
5.39K
New
$42.54 - $47.97 $229K - $259K
5.39K $256K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
700
+ 1.3%
$41.9 - $48.26 $29.3K - $33.8K
54.4K $2.6M
ITB
Ishares Tr

ETFs
2K
New
$97.52 - $128.64 $195K - $257K
2K $254K
MRK
Merck & Co., Inc.

Healthcare
5.59K
+ 14.67%
$111.15 - $128.97 $622K - $721K
43.7K $4.96M
AVGO
Broadcom Inc.

Technology
6.22K
+ 1073.92%
$136.27 - $1745.86 $847K - $10.9M
6.8K $1.17M
VTV
Vanguard Value ETF

ETFs
1.3K
+ 433.33%
$159.75 - $174.57 $208K - $227K
1.6K $279K
IGF
Ishares Global Infrastructure

ETFs
800
+ 2.8%
$47.97 - $54.56 $38.4K - $43.6K
29.4K $1.6M
XLE
Energy Sector Spdr

ETFs
4.43K
+ 8.5%
$84.35 - $93.39 $374K - $414K
56.5K $4.96M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
4.51K
New
$29.24 - $45.37 $132K - $204K
4.51K $202K
CRM
Salesforce, Inc.

Technology
20
+ 0.2%
$238.42 - $276.53 $4.77K - $5.53K
9.95K $2.72M
AVUV
American Centy ETF Tr Avantis

ETFs
543
+ 2.94%
$88.24 - $99.7 $47.9K - $54.1K
19K $1.82M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.69K
New
$56.04 - $62.99 $151K - $169K
2.69K $164K
INDA
Ishares Msci India Index Fund

ETFs
2K
+ 20.0%
$54.86 - $59.22 $110K - $118K
12K $702K
IYH
Ishares Tr

ETFs
2K
+ 100.0%
$60.29 - $66.38 $121K - $133K
4K $260K
CPER
United States Copper Index Fun

ETFs
3.5K
+ 10.47%
$24.71 - $28.93 $86.5K - $101K
36.9K $1.05M
UNP
Union Pacific Corp

Industrials
247
+ 9.12%
$221.78 - $256.09 $54.8K - $63.3K
2.96K $727K
KBE
Spdr S&P Bank ETF

ETFs
700
+ 6.02%
$45.47 - $54.71 $31.8K - $38.3K
12.3K $651K
KXI
Ishares Tr Global Consumer Sta

ETFs
1.6K
New
$59.84 - $66.17 $95.7K - $106K
1.6K $105K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
100
+ 0.56%
$66.31 - $74.08 $6.63K - $7.41K
18K $1.32M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
2.5K
New
$29.23 - $33.51 $73.1K - $83.8K
2.5K $82K
LLY
Eli Lilly & CO

Healthcare
100
+ 20.0%
$772.14 - $960.02 $77.2K - $96K
600 $531K
Activity Summary
Buys All Purchases 67 New Holdings 11 Increased Positions 56 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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