BigSur Wealth Management LLC Q1 2025 Filing

Filed April 16, 2025

Portfolio Value

$369.2B

Holdings

152

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (152 positions)

StockValue
IWMISHARES TR
$678.3M
SONYSONY CORP-SPONSORED ADR
$658.2M
KBESPDR S&P BANK ETF
$652.7M
CVXCHEVRON CORP NEW
$652.4M
INDAISHARES TR
$617.8M
PSEPINNOVATOR ETFS TRUST
$614.6M
DBEUDBX ETF TR
$594.8M
DISWALT DISNEY CO/THE
$587.3M
CALFPACER US SMALL CAP CASH COWS 100 ETF
$579.0M
NEMNEWMONT MINING CORP
$569.7M
ETENERGY TRANSFER L P
$557.7M
PKWINVESCO EXCHANGE TRADED FD T
$552.1M
WFCWELLS FARGO & CO
$542.0M
XBISPDR S&P BIOTECH ETF
$527.1M
FXIISHARES TR
$522.4M
SDYSPDR S&P DIVIDEND
$508.8M
LLYELI LILLY & CO
$495.5M
IOOISHARES TR
$488.8M
SHELSHELL PLC-ADR
$479.0M
IJRISHARES TR
$470.6M
CSCOCISCO SYS INC
$462.8M
BLKBLACKROCK INC
$450.5M
EPIWISDOMTREE INDIA EARNINGS
$437.1M
ROKROCKWELL AUTOMATION INC
$429.9M
QDPLPACER MET US LRG CAP DVD 400
$407.5M
AAXJISHARES TR
$389.2M
PYPLPAYPAL HOLDINGS INC
$354.0M
TKOTKO GROUP HOLDINGS INC
$343.8M
GEHCGE HEALTHCARE TECHNOLOGIES I
$322.8M
NOCNORTHROP GRUMMAN CORP
$307.2M
ETNEATON CORP PLC
$304.7M
VTVVANGUARD VALUE ETF
$276.4M
FDXFEDEX CORP
$274.6M
ABTABBOTT LABS
$267.6M
HEDJWISDOMTREE EUROPE HEDGED EQ
$265.9M
NKENIKE INC -CL B
$255.7M
LINLINDE PLC
$255.2M
IYHISHARES U.S. HEALTHCARE ETF
$243.6M
DHID R HORTON INC
$228.8M
ASMLASML HOLDING N V
$226.0M
EIS*ISHARES INC
$223.1M
ORCLORACLE CORP
$212.9M
EWZISHARES INC
$206.8M
VTVANGUARD TOT WORLD STK ETF
$185.2M
PNOVINNOVATOR ETFS TRUST
$160.9M
SDYSPDR S&P DIVIDEND ETF
$135.7M
SANBANCO SANTANDER S.A.
$124.4M
KXIISHARES TR
$102.5M
EPPISHARES INC
$76.3M
ACWIISHARES TR
$69.8M
PMAYINNOVATOR ETFS TRUST
$53.7M
EWYISHARES INC
$40.5M
MOOVANECK AGRIBUSINESS ETF
$23.8M
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