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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
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -11.24%
1.49%
$5.186M
11,440 shares@ $453.28 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Decreased -9.67%
1.39%
$4.854M
35,283 shares@ $137.57 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -16.73%
1.18%
$4.096M
16,915 shares@ $242.14 avg price
CTASCintas Corp
Recent Activity
Decreased -11.81%
1.17%
$4.092M
22,400 shares@ $182.7 avg price
BXSLBlackstone Secd Lending Fd
Recent Activity
Decreased -2.77%
1.16%
$4.032M
121,881 shares@ $33.08 avg price
RTXRtx Corporation
Recent Activity
Decreased -0.44%
1.12%
$3.913M
33,814 shares@ $115.72 avg price
RPVInvesco Exchange Traded Fd T
Recent Activity
Decreased -2.91%
1.06%
$3.696M
40,966 shares@ $90.22 avg price
XLESelect Sector Spdr Tr
Recent Activity
Decreased -26.44%
1.02%
$3.562M
41,585 shares@ $85.66 avg price
DHRDanaher Corporation
Recent Activity
Decreased -0.4%
0.97%
$3.373M
14,675 shares@ $229.83 avg price
XLISelect Sector Spdr Tr
Recent Activity
Decreased -3.44%
0.96%
$3.345M
25,385 shares@ $131.77 avg price