Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: BigSur Wealth Management LLC
  City: Miami
  State: FL
  Zip: 33131
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $210,086,000
  Total Value Change : $11,707,000
  Securities Held Change : 2
   
All Securities Held : 116
  New Positions : 8
  Closed Positions : 7
  Increased Positions : 32
  Unchanged Positions : 50
  Decreased Positions : 26

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 7     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PSEP)1 Year Chart         PSEP Innovator S&p 500 Power Buf... 78 New $0.00 $556,000 16,000 0.26% 556,000 16,000 0.013    N/A
   (TT)1 Year Chart         TT Trane Technologies (Ingerso... 97 New $324.72 $253,000 1,039 0.12% 253,000 1,039 0    Diversified Machinery
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 101 New $152.23 $218,000 2,085 0.1% 218,000 2,085 0    Semiconductor - Integ...
   (RSG)1 Year Chart         RSG Republic Services Inc 104 New $187.70 $201,000 1,215 0.1% 201,000 1,215 0    Waste Management
   (HTGC)1 Year Chart         HTGC Hercules Technology Growth ... 105 New $19.07 $200,000 12,000 0.1% 200,000 12,000 0.01    Asset Management
   (IYH)1 Year Chart         IYH iShares Dow Jones US Health... 109 New $61.29 $114,000 400 0.05% 114,000 400 0.004    Closed - End Fund - E...
   (KXI)1 Year Chart         KXI iShares S&P Global Consumer... 110 New $61.23 $95,000 1,600 0.05% 95,000 1,600 0.002    Closed - End Fund - E...

      7 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results