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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
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26
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19
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1
BIGSUR WEALTH MANAGEMENT LLC

Time Period2018-12-31

Total Holdings97

Total Value ($x1000)140,726
Activities
New2

Increased30

Unchanged55

Decreased10

Sold Out8

Top 10 Stock Holdingstotal 55.26%
SPY29.75

BRK.A6.09

IEV3.67

MDY2.89

DIA2.58

 
DIS2.35

EEM2.26

XLF2.06

JPM1.82

IJH1.79

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
29.75%
TR UNIT
BRK.A
6.09%
CL A
IEV
3.67%
EUROPE ETF
MDY
2.89%
UTSER1 S&PDCRP
DIA
2.58%
UT SER 1
DIS
2.35%
COM DISNEY
EEM
2.26%
MSCI EMG MKT ETF
XLF
2.06%
SBI INT-FINL
JPM
1.82%
COM
IJH
1.79%
CORE S&P MCP ETF
EWG
1.78%
MSCI GERMANY ETF
XLK
1.67%
TECHNOLOGY
VGK
1.63%
FTSE EUROPE ETF
AAPL
1.57%
COM
GOOG
1.41%
CAP STK CL C
ITA
1.3%
U.S. AER&DEF ETF
MRK
1.27%
COM
GS
1.15%
COM
EFA
1.13%
MSCI EAFE ETF
KBE
1.13%
S&P BK ETF
IOO
1.1%
GLOBAL 100 ETF
IGF
0.96%
GLB INFRASTR ETF
VZ
0.93%
COM
IWD
0.92%
RUS 1000 VAL ETF
HON
0.91%
COM
UNH
0.88%
COM
CRM
0.86%
COM
XLI
0.84%
SBI INT-INDS
HD
0.83%
COM
CTAS
0.78%
COM
FB
0.76%
CL A
XLV
0.68%
SBI HEALTHCARE
VO
0.68%
MID CAP ETF
AMZN
0.64%
COM
BX
0.62%
COM UNIT LTD
LMT
0.58%
COM
PPA
0.56%
AEROSPACE DEFN
EWY
0.55%
MSCI STH KOR ETF
XLE
0.54%
SBI INT-ENERGY
PANW
0.51%
COM
HEDJ
0.51%
EUROPE HEDGED EQ
UNP
0.5%
COM
T
0.49%
COM
NKE
0.48%
CL B
BP
0.47%
SPONSORED ADR
BBL
0.47%
SPONSORED ADR
BA
0.46%
COM
MSFT
0.45%
COM
MCD
0.43%
COM
DHR
0.37%
COM
VNQ
0.37%
REIT ETF
DBC
0.36%
UNIT
GOOGL
0.35%
CAP STK CL A
SDY
0.35%
S&P DIVID ETF
GLD
0.35%
GOLD SHS
INTC
0.34%
COM
PFE
0.34%
COM
BAC
0.34%
COM
MSG
0.33%
CL A
BABA
0.32%
SPONSORED ADS
BMY
0.32%
COM
IYJ
0.31%
U.S. INDS ETF
BLK
0.31%
COM
IWM
0.3%
RUSSELL 2000 ETF
JNJ
0.3%
COM
SLB
0.29%
COM
MDT
0.28%
SHS
WFC
0.26%
COM
AAXJ
0.26%
MSCI AC ASIA ETF
KO
0.24%
COM
XOM
0.24%
COM
DBEU
0.24%
DB XTR MSCI EUR
CMCSA
0.21%
CL A
UL
0.21%
SPON ADR NEW
CAT
0.21%
COM
GILD
0.21%
COM
DBA
0.2%
AGRICULTURE FD
AB
0.19%
UNIT LTD PARTN
VB
0.19%
SMALL CP ETF
STWD
0.19%
COM
COP
0.19%
COM
CVS
0.19%
COM
VALE
0.18%
ADR
UTX
0.17%
COM
GE
0.17%
COM
PM
0.17%
COM
ABBV
0.16%
COM
HPQ
0.16%
COM
CSCO
0.15%
COM
BHP
0.15%
SPONSORED ADR
USB
0.15%
COM NEW
QQQ
0.15%
UNIT SER 1
GSK
0.15%
SPONSORED ADR
TEF
0.14%
SPONSORED ADR
AMLP
0.14%
ALERIAN MLP
BBVA
0.12%
SPONSORED ADR
SID
0.02%
SPONSORED ADR
NVDA
0.21%
COM
FDX
0.18%
COM
IFSM
0.18%
DEVSMCP EXNA ETF
DXJ
0.15%
JAPN HEDGE EQT
ETN
0.14%
SHS
CG
0.14%
COM UTS LTD PTN
RTN
0.13%
COM NEW
EUFN
0.13%
MSCI EURO FL ETF