$98.6 Million is the total value of BigSur Wealth Management LLC's 90 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DIS | Exit | DISNEY WALT CO | $0 | – | -1,800 | -100.0% | -0.22% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -2,636 | -100.0% | -0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 28 | Q3 2023 | 31.4% |
| BERKSHIRE HATHAWAY INC DEL | 28 | Q3 2023 | 8.1% |
| VANGUARD INTL EQUITY INDEX F | 28 | Q3 2023 | 5.1% |
| SPDR DOW JONES INDL AVRG ETF | 28 | Q3 2023 | 4.4% |
| APPLE INC | 28 | Q3 2023 | 3.1% |
| SELECT SECTOR SPDR TR | 28 | Q3 2023 | 2.8% |
| ISHARES INC | 28 | Q3 2023 | 3.3% |
| ALPHABET INC | 28 | Q3 2023 | 2.2% |
| MERCK & CO. INC | 28 | Q3 2023 | 1.9% |
| SELECT SECTOR SPDR TR | 28 | Q3 2023 | 2.9% |
View BigSur Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-22 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-07 |
View BigSur Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.