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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
CLFCleveland-cliffs Inc New
Recent Activity
Exited
0%
$179,674
14,070 shares@ $12.78 avg price
EMXCIshares Inc
Recent Activity
Exited
0%
$164,386
2,690 shares@ $61.12 avg price
XSOEWisdomtree Tr
Recent Activity
Exited
0%
$82,575
2,500 shares@ $33.03 avg price
EWSIshares Inc
Recent Activity
Exited
0%
$41,531
1,875 shares@ $22.15 avg price
IGVIshares Tr
Recent Activity
Exited
0%
$25,470
285 shares@ $89.37 avg price