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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
AVGOBroadcom Inc
Recent Activity
Decreased -30.67%
0.32%
$1.092M
4,712 shares@ $231.84 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Decreased -1.15%
0.29%
$984,387
4,969 shares@ $198.11 avg price
IWMIshares Tr
Recent Activity
Decreased -70.33%
0.22%
$751,264
3,400 shares@ $220.96 avg price
DISDisney Walt Co
Recent Activity
Decreased -11.85%
0.2%
$665,508
5,950 shares@ $111.86 avg price
CVXChevron Corp New
Recent Activity
Decreased -57.6%
0.17%
$564,876
3,900 shares@ $144.84 avg price
HTGCHercules Capital Inc
Recent Activity
Decreased -3.21%
0.15%
$492,205
24,500 shares@ $20.09 avg price
NKENike Inc
Recent Activity
Decreased -44.77%
0.13%
$422,189
5,550 shares@ $76.08 avg price
SHELShell Plc
Recent Activity
Decreased -3.39%
0.12%
$409,480
6,536 shares@ $62.65 avg price
ORCLOracle Corp
Recent Activity
Decreased -12.45%
0.07%
$235,462
1,413 shares@ $166.64 avg price