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BigSur Wealth Management LLC Buys BTC iShares MSCI KLD 400 Social Index Fund, BTC MSCI USA ESG Select ETF, BTC iShares U.S. Aerospace & Defense ETF, Sells BTC iShares Core S&P Mid-Cap ETF, SPDR S&P Bank ETF

Investment company BigSur Wealth Management LLC (Current Portfolio) buys BTC iShares MSCI KLD 400 Social Index Fund, BTC MSCI USA ESG Select ETF, BTC iShares U.S. Aerospace & Defense ETF, PayPal Holdings Inc, iShares MSCI EAFE ESG Select ETF, sells BTC iShares Core S&P Mid-Cap ETF, SPDR S&P Bank ETF during the 3-months ended 2020Q4, according to the most recent filings of the investment company, BigSur Wealth Management LLC. As of 2020Q4, BigSur Wealth Management LLC owns 107 stocks with a total value of $173 million. These are the details of the buys and sells.

For the details of BigSur Wealth Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/bigsur+wealth+management+llc/current-portfolio/portfolio

These are the top 5 holdings of BigSur Wealth Management LLC
  1. SSGA SPDR S&P 500 (SPY) - 60,644 shares, 13.20% of the total portfolio. Shares reduced by 15.24%
  2. Berkshire Hathaway Inc (BRK.A) - 33 shares, 6.65% of the total portfolio.
  3. Vanguard FTSE Europe ETF (VGK) - 143,825 shares, 5.02% of the total portfolio.
  4. BTC iShares Russell 3000 ETF (IWV) - 38,500 shares, 4.99% of the total portfolio.
  5. SSgA SPDR Gold Shares (GLD) - 36,715 shares, 3.79% of the total portfolio.
New Purchase: Vanguard Consumer Discretionary ETF (VCR)

BigSur Wealth Management LLC initiated holding in Vanguard Consumer Discretionary ETF. The purchase prices were between $229.12 and $275.61, with an estimated average price of $254.59. The stock is now traded at around $293.140000. The impact to a portfolio due to this purchase was 0.17%. The holding were 1,035 shares as of 2020-12-31.

New Purchase: HP Inc (HPQ)

BigSur Wealth Management LLC initiated holding in HP Inc. The purchase prices were between $17.35 and $24.59, with an estimated average price of $21.09. The stock is now traded at around $25.150000. The impact to a portfolio due to this purchase was 0.13%. The holding were 9,114 shares as of 2020-12-31.

New Purchase: Wells Fargo & Co (WFC)

BigSur Wealth Management LLC initiated holding in Wells Fargo & Co. The purchase prices were between $21.14 and $30.35, with an estimated average price of $26.03. The stock is now traded at around $31.870000. The impact to a portfolio due to this purchase was 0.12%. The holding were 7,000 shares as of 2020-12-31.

New Purchase: AbbVie Inc (ABBV)

BigSur Wealth Management LLC initiated holding in AbbVie Inc. The purchase prices were between $80.49 and $108.67, with an estimated average price of $96.47. The stock is now traded at around $111.240000. The impact to a portfolio due to this purchase was 0.12%. The holding were 2,000 shares as of 2020-12-31.

New Purchase: Sundial Growers Inc (SNDL)

BigSur Wealth Management LLC initiated holding in Sundial Growers Inc. The purchase prices were between $0.14 and $0.81, with an estimated average price of $0.35. The stock is now traded at around $0.626400. The impact to a portfolio due to this purchase was 0.01%. The holding were 41,334 shares as of 2020-12-31.

Added: BTC iShares MSCI KLD 400 Social Index Fund (DSI)

BigSur Wealth Management LLC added to a holding in BTC iShares MSCI KLD 400 Social Index Fund by 100.00%. The purchase prices were between $62.03 and $71.54, with an estimated average price of $67.64. The stock is now traded at around $73.240600. The impact to a portfolio due to this purchase was 0.83%. The holding were 40,000 shares as of 2020-12-31.

Added: BTC MSCI USA ESG Select ETF (SUSA)

BigSur Wealth Management LLC added to a holding in BTC MSCI USA ESG Select ETF by 100.00%. The purchase prices were between $80.08 and $162.52, with an estimated average price of $132.85. The stock is now traded at around $84.930000. The impact to a portfolio due to this purchase was 0.77%. The holding were 32,000 shares as of 2020-12-31.

Added: BTC iShares U.S. Aerospace & Defense ETF (ITA)

BigSur Wealth Management LLC added to a holding in BTC iShares U.S. Aerospace & Defense ETF by 100.00%. The purchase prices were between $47.15 and $96.4, with an estimated average price of $81.83. The stock is now traded at around $93.730100. The impact to a portfolio due to this purchase was 0.36%. The holding were 13,000 shares as of 2020-12-31.

Added: iShares MSCI EAFE ESG Select ETF (ESGD)

BigSur Wealth Management LLC added to a holding in iShares MSCI EAFE ESG Select ETF by 22.86%. The purchase prices were between $61.15 and $73.67, with an estimated average price of $68.47. The stock is now traded at around $75.130000. The impact to a portfolio due to this purchase was 0.34%. The holding were 43,000 shares as of 2020-12-31.

Added: PayPal Holdings Inc (PYPL)

BigSur Wealth Management LLC added to a holding in PayPal Holdings Inc by 125.00%. The purchase prices were between $179.81 and $243.49, with an estimated average price of $207.95. The stock is now traded at around $250.420000. The impact to a portfolio due to this purchase was 0.34%. The holding were 4,500 shares as of 2020-12-31.

Added: Vanguard Mid-Cap ETF (VO)

BigSur Wealth Management LLC added to a holding in Vanguard Mid-Cap ETF by 226.59%. The purchase prices were between $176.14 and $208.21, with an estimated average price of $194.21. The stock is now traded at around $213.665000. The impact to a portfolio due to this purchase was 0.33%. The holding were 3,942 shares as of 2020-12-31.



Here is the complete portfolio of BigSur Wealth Management LLC. Also check out:

1. BigSur Wealth Management LLC's Undervalued Stocks
2. BigSur Wealth Management LLC's Top Growth Companies, and
3. BigSur Wealth Management LLC's High Yield stocks
4. Stocks that BigSur Wealth Management LLC keeps buying

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