HoldingsChannel.com
BigSur Wealth Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
SPDR S&P 500 ETF TR (SPY) 114,243 -4,000 $36,950
     SPY114,243-4,000$36,950
BERKSHIRE HATHAWAY INC DEL      $8,949
     BRK.A25UNCH$8,490
     BRK.B2,026UNCH$459
VANGUARD INTL EQUITY INDEX F (VGK) 113,825 UNCH $6,670
     VGK113,825UNCH$6,670
INVESCO EXCHANGE TRADED FD T (RPV) 76,377 +76,377 $5,291
     RPV76,377+76,377$5,291
ISHARES TR (IWV) 27,000 UNCH $5,089
     IWV27,000UNCH$5,089
APPLE INC 16,014 UNCH $4,702
     AAPL16,014UNCH$4,702
ESTABLISHMENT LABS HLDGS INC 151,292 +151,292 $4,185
     ESTA151,292+151,292$4,185
UNITEDHEALTH GROUP INC 13,390 +2,940 $3,936
     UNH13,390+2,940$3,936
SPDR DOW JONES INDL AVRG ETF (DIA) 12,950 UNCH $3,703
     DIA12,950UNCH$3,703
ALPHABET INC 2,744 +1,033 $3,668
     GOOG2,744+1,033$3,668
SELECT SECTOR SPDR TR (XLK) 37,420 UNCH $3,430
     XLK37,420UNCH$3,430
MERCK & CO INC 36,145 +14,500 $3,309
     MRK36,145+14,500$3,309
ISHARES TR (EFA) 41,464 +14,464 $2,879
     EFA41,464+14,464$2,879
ISHARES INC (EWG) 97,525 -375 $2,867
     EWG97,525-375$2,867
JPMORGAN CHASE & CO 18,278 UNCH $2,548
     JPM18,278UNCH$2,548
SELECT SECTOR SPDR TR (XLE) 40,835 -10,000 $2,525
     XLE40,835-10,000$2,525
ISHARES TR (IJH) 12,200 UNCH $2,511
     IJH12,200UNCH$2,511
SELECT SECTOR SPDR TR (XLF) 79,540 -500 $2,448
     XLF79,540-500$2,448
DISNEY WALT CO 16,300 -800 $2,372
     DIS16,300-800$2,372
ISHARES TR (ITA) 9,575 UNCH $2,132
     ITA9,575UNCH$2,132
DOMINOS PIZZA INC 7,100 UNCH $2,086
     DPZ7,100UNCH$2,086
ISHARES TR (IWD) 14,770 +3,070 $2,016
     IWD14,770+3,070$2,016
MICROSOFT CORP 12,742 +500 $2,009
     MSFT12,742+500$2,009
AMAZON COM INC 1,085 +835 $2,005
     AMZN1,085+835$2,005
ISHARES TR (IOO) 36,600 UNCH $1,974
     IOO36,600UNCH$1,974
MEDTRONIC PLC 17,222 +12,723 $1,963
     MDT17,222+12,723$1,963
SPDR S&P MIDCAP 400 ETF TR (MDY) 4,900 -300 $1,846
     MDY4,900-300$1,846
HOME DEPOT INC 8,004 -170 $1,748
     HD8,004-170$1,748
SPDR SERIES TRUST (KBE) 36,400 -6,000 $1,721
     KBE36,400-6,000$1,721
GOLDMAN SACHS GROUP INC 7,335 -300 $1,687
     GS7,335-300$1,687
CINTAS CORP 6,250 -100 $1,682
     CTAS6,250-100$1,682
CVS HEALTH CORP 20,000 UNCH $1,486
     CVS20,000UNCH$1,486
HONEYWELL INTL INC 7,703 UNCH $1,363
     HON7,703UNCH$1,363
BLACKSTONE GROUP INC 24,342 UNCH $1,362
     BX24,342UNCH$1,362
ISHARES TR (IGF) 27,200 -6,000 $1,303
     IGF27,200-6,000$1,303
VERIZON COMMUNICATIONS INC 20,667 UNCH $1,269
     VZ20,667UNCH$1,269
ISHARES TR (EEM) 28,200 +2,200 $1,265
     EEM28,200+2,200$1,265
ISHARES TR (IEV) 25,400 -10,000 $1,193
     IEV25,400-10,000$1,193
VANGUARD INDEX FDS (VO) 6,609 UNCH $1,178
     VO6,609UNCH$1,178
MCDONALDS CORP 5,876 +2,500 $1,161
     MCD5,876+2,500$1,161
SELECT SECTOR SPDR TR (XLV) 11,120 UNCH $1,140
     XLV11,120UNCH$1,140
CARNIVAL CORP 22,000 UNCH $1,118
     CCL22,000UNCH$1,118
INVESCO EXCHANGE TRADED FD T (PPA) 16,060 UNCH $1,098
     PPA16,060UNCH$1,098
NIKE INC 10,500 -1,500 $1,066
     NKE10,500-1,500$1,066
ISHARES TR (ESGD) 15,000 +15,000 $1,031
     ESGD15,000+15,000$1,031
SPDR GOLD TRUST (GLD) 7,115 UNCH $1,017
     GLD7,115UNCH$1,017
FACEBOOK INC 4,400 -500 $903
     FB4,400-500$903
UNION PACIFIC CORP 4,804 UNCH $869
     UNP4,804UNCH$869
SALESFORCE COM INC 5,200 UNCH $846
     CRM5,200UNCH$846
ISHARES INC (EWY) 13,199 UNCH $821
     EWY13,199UNCH$821

See Full List: All Stocks Held By BigSur Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By BigSur Wealth Management LLC

Size ($ in 1000's)
At 12/31/2019: $176,976
At 09/30/2019: $148,401

BigSur Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from BigSur Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

BigSur Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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