Big Sur Wealth Management LLC Reduced Holdings in Q1 2025

Big Sur Wealth Management LLC

  • $356 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-5.6K
- 11.22%
$209.68 - $247.1 $1.17M - $1.38M
44.3K $9.85M
SPY
Spdr S&P 500 ETF Trust

ETFs
-852
- 1.6%
$551.42 - $612.93 $470K - $522K
52.4K $29.3M
PANW
Palo Alto Networks Inc

Technology
-2.4K
- 5.24%
$167.82 - $208.28 $403K - $500K
43.4K $7.4M
HON
Honeywell International Inc

Industrials
-1.7K
- 6.46%
$202.75 - $226.52 $345K - $385K
24.6K $5.21M
CSCO
Cisco Systems, Inc.

Technology
-12.5K
- 62.5%
$58.74 - $64.87 $734K - $811K
7.5K $462K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.1K
- 30.26%
$468.34 - $539.52 $515K - $593K
2.54K $1.19M
ESTA
Establishment Labs Holdings Inc.

Healthcare
-12K
- 37.52%
$28.51 - $47.28 $342K - $567K
20K $815K
MRK
Merck & Co., Inc.

Healthcare
-300
- 0.54%
$83.01 - $101.02 $24.9K - $30.3K
55.4K $4.97M
XLI
Industrial Sector Spdr

ETFs
-3K
- 11.82%
$128.78 - $141.67 $386K - $425K
22.4K $2.91M
COST
Costco Wholesale Corp

Consumer Defensive
-427
- 12.17%
$890.62 - $1076.86 $380K - $460K
3.08K $2.92M
GS
Goldman Sachs Group Inc

Financial Services
-159
- 2.22%
$524.81 - $672.19 $83.4K - $107K
7K $3.82M
HD
Home Depot, Inc.

Consumer Cyclical
-83
- 0.8%
$347.25 - $424.87 $28.8K - $35.3K
10.4K $3.8M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-900
- 14.23%
$65.15 - $91.81 $58.6K - $82.6K
5.43K $353K
NKE
Nike, Inc.

Consumer Cyclical
-1.55K
- 27.93%
$63.29 - $81.72 $98.1K - $127K
4K $253K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-766
- 4.89%
$169.43 - $182.84 $130K - $140K
14.9K $2.58M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-860
- 5.28%
$36.64 - $45.76 $31.5K - $39.4K
15.4K $577K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-850
- 2.21%
$53.6 - $58.97 $45.6K - $50.1K
37.6K $2.04M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-84
- 1.35%
$408.78 - $448.82 $34.3K - $37.7K
6.12K $2.57M
SAN
Banco Santander, S.A.

Financial Services
-13.4K
- 41.86%
$4.46 - $7.14 $59.6K - $95.4K
18.6K $124K
MOO
Vaneck Vectors ETF Tr Vaneck A

ETFs
-75
- 17.65%
$64.47 - $70.13 $4.84K - $5.26K
350 $23K
UNP
Union Pacific Corp

Industrials
-61
- 1.99%
$225.21 - $254.42 $13.7K - $15.5K
3K $709K
ABT
Abbott Laboratories

Healthcare
-102
- 4.81%
$111.1 - $140.22 $11.3K - $14.3K
2.02K $267K
ICOW
Pacer Fds Tr Devel Mrkts Intl

ETFs
-3.8K
- 6.52%
$29.06 - $32.62 $110K - $124K
54.5K $1.73M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-550
- 1.34%
$89.33 - $95.17 $49.1K - $52.3K
40.4K $3.73M
ITA
Ishares Tr

ETFs
-142
- 0.49%
$144.84 - $159.5 $20.6K - $22.6K
28.8K $4.4M
XLE
Energy Sector Spdr

ETFs
-500
- 1.2%
$85.7 - $93.96 $42.9K - $47K
41.1K $3.8M
Activity Summary
Buys All Purchases 46 New Holdings 8 Increased Positions 38 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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