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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
GDXVaneck Etf Trust
Recent Activity
Increased 221.82%
0.35%
$1.2M
35,400 shares@ $33.91 avg price
PPAInvesco Exchange Traded Fd T
Recent Activity
Increased 41.2%
0.34%
$1.18M
10,282 shares@ $114.74 avg price
GEVGe Vernova Inc
Recent Activity
Increased 16.33%
0.34%
$1.173M
3,562 shares@ $329.18 avg price
UNPUnion Pac Corp
Recent Activity
Increased 3.62%
0.2%
$698,487
3,063 shares@ $228.05 avg price
SONYSony Group Corp
Recent Activity
Increased 400%
0.16%
$548,573
25,925 shares@ $21.16 avg price
ETNEaton Corp Plc
Recent Activity
Increased 4.37%
0.1%
$317,268
956 shares@ $331.88 avg price
GEHCGe Healthcare Technologies I
Recent Activity
Increased 51.75%
0.09%
$312,720
4,000 shares@ $78.18 avg price
LINLinde Plc
Recent Activity
Increased 0.93%
0.07%
$229,431
548 shares@ $418.67 avg price
ASMLAsml Holding N V
Recent Activity
Increased 2.32%
0.07%
$214,162
309 shares@ $693.09 avg price
SANBanco Santander S.a.
Recent Activity
Increased 11.85%
0.05%
$145,596
31,929 shares@ $4.56 avg price