BigSur Wealth Management LLC Buys SPDR Select Sector Fund - Energy Select Sector, The Home Depot Inc, Tyson Foods Inc, Sells Blackstone Group Inc, The Walt Disney Co, SPDR MidCap Trust Series I

Investment company BigSur Wealth Management LLC buys SPDR Select Sector Fund - Energy Select Sector, The Home Depot Inc, Tyson Foods Inc, SPDR S&P Oil & Gas Explor & Product, The Carlyle Group LP, sells Blackstone Group Inc, The Walt Disney Co, SPDR MidCap Trust Series I, Apple Inc, SPDR Select Sector Fund - Financial during the 3-months ended 2019Q2, according to the most recent filings of the investment company, BigSur Wealth Management LLC. As of 2019Q2, BigSur Wealth Management LLC owns 99 stocks with a total value of $142 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. SPDR S&P 500 (SPY) - 118,240 shares, 24.70% of the total portfolio. Shares reduced by 17.59%
  2. Berkshire Hathaway Inc (BRK.A) - 25 shares, 5.66% of the total portfolio. Shares reduced by 16.67%
  3. Vanguard FTSEEuropean (VGK) - 113,825 shares, 4.41% of the total portfolio. Shares reduced by 6.53%
  4. iShares Russell 3000 (IWV) - 27,000 shares, 3.30% of the total portfolio.
  5. SPDR Dow Jones Industrial Average (DIA) - 12,950 shares, 2.44% of the total portfolio. Shares reduced by 16.45%
New Purchase: Tyson Foods Inc (TSN)

BigSur Wealth Management LLC initiated holding in Tyson Foods Inc. The purchase prices were between $68.93 and $82.6, with an estimated average price of $77.04. The stock is now traded at around $82.63. The impact to a portfolio due to this purchase was 0.52%. The holding were 9,050 shares as of .

New Purchase: SPDR S&P Oil & Gas Explor & Product (XOP)

BigSur Wealth Management LLC initiated holding in SPDR S&P Oil & Gas Explor & Product. The purchase prices were between $24.86 and $32.98, with an estimated average price of $28.88. The stock is now traded at around $26.51. The impact to a portfolio due to this purchase was 0.19%. The holding were 10,000 shares as of .

New Purchase: The Carlyle Group LP (CG)

BigSur Wealth Management LLC initiated holding in The Carlyle Group LP. The purchase prices were between $18.24 and $22.61, with an estimated average price of $20.57. The stock is now traded at around $23.66. The impact to a portfolio due to this purchase was 0.16%. The holding were 9,913 shares as of .

New Purchase: Invesco DB Commodity Index Tracking Fund (DBC)

BigSur Wealth Management LLC initiated holding in Invesco DB Commodity Index Tracking Fund. The purchase prices were between $14.86 and $16.34, with an estimated average price of $15.78. The stock is now traded at around $15.64. The impact to a portfolio due to this purchase was 0.14%. The holding were 12,999 shares as of .

Added: SPDR Select Sector Fund - Energy Select Sector (XLE)

BigSur Wealth Management LLC added to a holding in SPDR Select Sector Fund - Energy Select Sector by 284.97%. The purchase prices were between $58.77 and $68.61, with an estimated average price of $64.04. The stock is now traded at around $63.09. The impact to a portfolio due to this purchase was 1.69%. The holding were 50,835 shares as of .

Added: The Home Depot Inc (HD)

BigSur Wealth Management LLC added to a holding in The Home Depot Inc by 64.11%. The purchase prices were between $188.91 and $211.25, with an estimated average price of $199.47. The stock is now traded at around $211.46. The impact to a portfolio due to this purchase was 0.55%. The holding were 9,574 shares as of .

Added: General Electric Co (GE)

BigSur Wealth Management LLC added to a holding in General Electric Co by 56.87%. The purchase prices were between $8.98 and $10.63, with an estimated average price of $9.86. The stock is now traded at around $10.50. The impact to a portfolio due to this purchase was 0.13%. The holding were 49,650 shares as of .

Added: Schlumberger Ltd (SLB)

BigSur Wealth Management LLC added to a holding in Schlumberger Ltd by 26.55%. The purchase prices were between $34.69 and $47.41, with an estimated average price of $40.35. The stock is now traded at around $39.57. The impact to a portfolio due to this purchase was 0.08%. The holding were 14,300 shares as of .

Sold Out: Blackstone Group Inc (BX)

BigSur Wealth Management LLC sold out a holding in Blackstone Group Inc. The sale prices were between $34.45 and $45.04, with an estimated average price of $39.87.

Sold Out: Alphabet Inc (GOOGL)

BigSur Wealth Management LLC sold out a holding in Alphabet Inc. The sale prices were between $1038.74 and $1296.2, with an estimated average price of $1158.78.

Sold Out: ConocoPhillips (COP)

BigSur Wealth Management LLC sold out a holding in ConocoPhillips. The sale prices were between $57.08 and $67.69, with an estimated average price of $62.26.

Sold Out: United Technologies Corp (UTX)

BigSur Wealth Management LLC sold out a holding in United Technologies Corp. The sale prices were between $122.94 and $142.61, with an estimated average price of $132.92.

Sold Out: BHP Group Ltd (BHP)

BigSur Wealth Management LLC sold out a holding in BHP Group Ltd. The sale prices were between $50.65 and $58.21, with an estimated average price of $54.14.

Sold Out: FedEx Corp (FDX)

BigSur Wealth Management LLC sold out a holding in FedEx Corp. The sale prices were between $152.34 and $198.15, with an estimated average price of $175.21.

Reduced: The Walt Disney Co (DIS)

BigSur Wealth Management LLC reduced to a holding in The Walt Disney Co by 30.88%. The sale prices were between $111.96 and $142.02, with an estimated average price of $132.62. The stock is now traded at around $142.45. The impact to a portfolio due to this sale was -0.62%. BigSur Wealth Management LLC still held 18,800 shares as of .

Reduced: SPDR MidCap Trust Series I (MDY)

BigSur Wealth Management LLC reduced to a holding in SPDR MidCap Trust Series I by 31.88%. The sale prices were between $330.13 and $361.02, with an estimated average price of $349.42. The stock is now traded at around $357.89. The impact to a portfolio due to this sale was -0.58%. BigSur Wealth Management LLC still held 5,450 shares as of .

Reduced: Apple Inc (AAPL)

BigSur Wealth Management LLC reduced to a holding in Apple Inc by 27.34%. The sale prices were between $173.3 and $211.75, with an estimated average price of $194.79. The stock is now traded at around $204.23. The impact to a portfolio due to this sale was -0.49%. BigSur Wealth Management LLC still held 10,364 shares as of .

Reduced: SPDR Select Sector Fund - Financial (XLF)

BigSur Wealth Management LLC reduced to a holding in SPDR Select Sector Fund - Financial by 23%. The sale prices were between $26.01 and $28.07, with an estimated average price of $27.08. The stock is now traded at around $28.16. The impact to a portfolio due to this sale was -0.44%. BigSur Wealth Management LLC still held 86,040 shares as of .

Reduced: Goldman Sachs Group Inc (GS)

BigSur Wealth Management LLC reduced to a holding in Goldman Sachs Group Inc by 21.17%. The sale prices were between $182.49 and $207.9, with an estimated average price of $197.97. The stock is now traded at around $207.90. The impact to a portfolio due to this sale was -0.26%. BigSur Wealth Management LLC still held 7,635 shares as of .

Reduced: Danaher Corp (DHR)

BigSur Wealth Management LLC reduced to a holding in Danaher Corp by 39.6%. The sale prices were between $124.88 and $143.73, with an estimated average price of $133.42. The stock is now traded at around $144.45. The impact to a portfolio due to this sale was -0.17%. BigSur Wealth Management LLC still held 3,050 shares as of .



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