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Pablo Brezman

@Bigsur Wealth Management Llc

Latest period2024 - Q4ReportedManaged Assets$349.941MTotal holdings152
Assets growth rate-3.6%Assets growth rate (2-Q avg)3.78%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bigsur Wealth Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 152 positions.

Assets under management

The assets under management (AUM) of Bigsur Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 349.941M in assets, with a quarterly growth rate of -3.6% and a 2-quarter average growth rate of 3.78%. The portfolio is managed by Pablo Brezman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CVSCvs Health Corp
Recent Activity
Exited
0%
$817,440
13,000 shares@ $62.88 avg price
NEMNewmont Corp
Recent Activity
Exited
0%
$630,710
11,800 shares@ $53.45 avg price
GOLDBarrick Gold Corp
Recent Activity
Exited
0%
$596,700
30,000 shares@ $19.89 avg price
XLPSelect Sector Spdr Tr
Recent Activity
Exited
0%
$539,500
6,500 shares@ $83.0 avg price
CMCSAComcast Corp New
Recent Activity
Exited
0%
$488,876
11,704 shares@ $41.77 avg price
BLKBlackrock Inc
Recent Activity
Exited
0%
$464,310
489 shares@ $949.51 avg price
DKNGDraftkings Inc New
Recent Activity
Exited
0%
$338,296
8,630 shares@ $39.2 avg price
PEPPepsico Inc
Recent Activity
Exited
0%
$297,588
1,750 shares@ $170.06 avg price
ITBIshares Tr
Recent Activity
Exited
0%
$254,200
2,000 shares@ $127.1 avg price
COPConocophillips
Recent Activity
Exited
0%
$204,243
1,940 shares@ $105.28 avg price