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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
PANWPalo Alto Networks Inc
Recent Activity
Increased 100.88%
2.39%
$8.33M
45,780 shares@ $181.97 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 68.87%
1.7%
$5.94M
26,298 shares@ $225.89 avg price
MRKMerck & Co Inc
Recent Activity
Increased 27.46%
1.6%
$5.577M
55,710 shares@ $100.12 avg price
ITAIshares Tr
Recent Activity
Increased 22.21%
1.21%
$4.2M
28,895 shares@ $145.35 avg price
CRMSalesforce Inc
Recent Activity
Increased 0.51%
0.96%
$3.347M
10,000 shares@ $334.73 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 0.45%
0.84%
$2.938M
6,970 shares@ $421.5 avg price
GEGe Aerospace
Recent Activity
Increased 14.94%
0.74%
$2.571M
15,387 shares@ $167.07 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 39.84%
0.74%
$2.566M
26,587 shares@ $96.53 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 6.11%
0.54%
$1.868M
17,368 shares@ $107.58 avg price
OIHVaneck Etf Trust
Recent Activity
Increased 18.08%
0.46%
$1.594M
5,878 shares@ $271.24 avg price