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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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Market Cap
Large
Value
Mid
Blend
Small
Growth
28
0
1
2
2
0
18
1
2
BIGSUR WEALTH MANAGEMENT LLC

Time Period2019-03-31

Total Holdings106

Total Value ($x1000)152,474
Activities
New10

Increased9

Unchanged65

Decreased22

Sold Out1

Top 10 Stock Holdingstotal 51.92%
SPY26.7

BRK.A5.93

VGK4.28

IWV2.95

DIA2.65

 
DIS1.98

IJH1.89

XLF1.88

XLK1.84

MDY1.82

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
26.7%
TR UNIT
BRK.A
5.93%
CL A
VGK
4.28%
FTSE EUROPE ETF
IWV
2.95%
RUSSELL 3000 ETF
DIA
2.65%
UT SER 1
DIS
1.98%
COM DISNEY
IJH
1.89%
CORE S&P MCP ETF
XLF
1.88%
SBI INT-FINL
XLK
1.84%
TECHNOLOGY
MDY
1.82%
UTSER1 S&PDCRP
AAPL
1.78%
COM
EWG
1.75%
MSCI GERMANY ETF
JPM
1.49%
COM
GOOG
1.39%
CAP STK CL C
ITA
1.38%
U.S. AER&DEF ETF
MRK
1.27%
COM
GS
1.22%
COM
HEDJ
1.2%
EUROPE HEDGED EQ
KBE
1.16%
S&P BK ETF
EFA
1.15%
MSCI EAFE ETF
IOO
1.14%
GLOBAL 100 ETF
IEV
1.01%
EUROPE ETF
IGF
1.01%
GLB INFRASTR ETF
IWD
0.95%
RUS 1000 VAL ETF
XLI
0.9%
SBI INT-INDS
VZ
0.9%
COM
HON
0.89%
COM
CTAS
0.87%
COM
DPZ
0.85%
COM
UNH
0.8%
COM
EEM
0.8%
MSCI EMG MKT ETF
HD
0.73%
COM
GLD
0.73%
GOLD SHS
CVS
0.71%
COM
VO
0.7%
MID CAP ETF
CRM
0.69%
COM
BX
0.67%
COM UNIT LTD
XLV
0.67%
SBI HEALTHCARE
FB
0.62%
CL A
LMT
0.61%
COM
PPA
0.61%
AEROSPACE DEFN
XLE
0.57%
SBI INT-ENERGY
UNP
0.56%
COM
EWY
0.53%
MSCI STH KOR ETF
BBL
0.5%
SPONSORED ADR
NKE
0.5%
CL B
MSFT
0.48%
COM
BP
0.44%
SPONSORED ADR
DHR
0.44%
COM
BA
0.42%
COM
MCD
0.42%
COM
PANW
0.42%
COM
VNQ
0.4%
REIT ETF
BLK
0.36%
COM
INTC
0.36%
COM
SDY
0.36%
S&P DIVID ETF
AMZN
0.35%
COM
BAC
0.35%
COM
IYJ
0.34%
U.S. INDS ETF
MSG
0.34%
CL A
BABA
0.33%
SPONSORED ADS
GOOGL
0.33%
CAP STK CL A
SLB
0.33%
COM
IWM
0.32%
RUSSELL 2000 ETF
PFE
0.3%
COM
JNJ
0.3%
COM
T
0.29%
COM
BMY
0.27%
COM
XOM
0.27%
COM
AAXJ
0.26%
MSCI AC ASIA ETF
MDT
0.26%
SHS
WFC
0.26%
COM
DBEU
0.25%
DB XTR MSCI EUR
VB
0.24%
SMALL CP ETF
BRK.B
0.24%
CL B NEW
CMCSA
0.23%
CL A
VHT
0.23%
HEALTH CAR ETF
UL
0.21%
SPON ADR NEW
GE
0.21%
COM
CAT
0.21%
COM
PM
0.2%
COM
STWD
0.2%
COM
GILD
0.2%
COM
UTX
0.19%
COM
AB
0.19%
UNIT LTD PARTN
COP
0.19%
COM
DBA
0.18%
AGRICULTURE FD
CSCO
0.18%
COM
VALE
0.17%
ADR
BHP
0.16%
SPONSORED ADR
QQQ
0.16%
UNIT SER 1
YUMC
0.15%
COM
AMLP
0.14%
ALERIAN MLP
USB
0.14%
COM NEW
GSK
0.14%
SPONSORED ADR
FDX
0.14%
COM
NVDA
0.14%
COM
DXJ
0.14%
JAPN HEDGE EQT
ETN
0.14%
SHS
HPQ
0.14%
COM
PYPL
0.14%
COM
DBC
0.14%
UNIT
KO
0.13%
COM
BBVA
0.12%
SPONSORED ADR
TEF
0.12%
SPONSORED ADR
SID
0.04%
SPONSORED ADR
ABBV
0.16%
COM