Avoid Fraud, Get The Facts, And Find The Best
Legal Name: BIGSUR WEALTH MANAGEMENT, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 5, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
118,240 |
$35,143k |
|
|
BERKSHIRE HATHAWAY (084670108)
|
25 |
$8,047k |
|
|
VANGUARD INTL EQUITY INDEX F (922042874)
|
113,825 |
$6,272k |
|
|
ISHARES RUS (464287689)
|
27,000 |
$4,693k |
|
|
SPDR DOW JONES INDL (78467X109)
|
12,950 |
$3,466k |
|
|
SELECT SECTOR SPDR (81369Y506)
|
50,835 |
$3,242k |
|
|
SELECT SECTOR SPDR (81369Y803)
|
37,420 |
$2,967k |
|
|
ISHARES (464286806)
|
97,899 |
$2,753k |
|
|
DISNEY WALT CO (254687106)
|
18,800 |
$2,663k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
86,040 |
$2,403k |
|
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
12,200 |
$2,377k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
20,278 |
$2,305k |
|
|
Apple Inc (037833100)
|
10,364 |
$2,089k |
|
|
ISHARES TR US AER DEF ETF (464288760)
|
9,575 |
$2,033k |
|
|
HOME DEPOT INC (437076102)
|
9,574 |
$2,013k |
|
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
5,450 |
$1,951k |
|
|
Alphabet Inc (02079K107)
|
1,711 |
$1,879k |
|
|
SPDR SERIES TRUST (78464A797)
|
42,400 |
$1,853k |
|
|
ISHARES TR (464287572)
|
36,598 |
$1,802k |
|
|
ISHARES (464287465)
|
27,000 |
$1,783k |
|
|
MERCK & CO INC (58933Y105)
|
20,725 |
$1,768k |
|
|
WISDOMTREE TR (97717X701)
|
25,675 |
$1,717k |
|
|
GOLDMAN SACHS GROUP (38141G104)
|
7,635 |
$1,579k |
|
|
ISHARES TR (464287861)
|
35,399 |
$1,565k |
|
|
CINTAS CORP (172908105)
|
6,550 |
$1,565k |
|
|
ISHARES TR (464288372)
|
33,200 |
$1,529k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
11,700 |
$1,500k |
|
|
SELECT SECTOR SPDR (81369Y704)
|
18,295 |
$1,418k |
|
|
HONEYWELL INTL INC (438516106)
|
7,703 |
$1,362k |
|
|
Domino's Pizza Inc (25754A201)
|
5,000 |
$1,356k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
4,950 |
$1,201k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
20,667 |
$1,171k |
|
|
ISHARES (464287234)
|
26,000 |
$1,129k |
|
|
VANGUARD INDEX FDS MID CAP ETF (922908629)
|
6,609 |
$1,116k |
|
|
CVS HEALTH CORP (126650100)
|
20,000 |
$1,099k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V100)
|
16,060 |
$1,038k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
11,120 |
$1,035k |
|
|
Facebook Inc (30303M102)
|
4,900 |
$946k |
|
|
SPDR GOLD TR GOLD (78463V107)
|
7,115 |
$929k |
|
|
Lockheed Martin Corp (539830109)
|
2,479 |
$896k |
|
|
UNION PAC CORP (907818108)
|
5,100 |
$875k |
|
|
MICROSOFT CORP (594918104)
|
6,242 |
$847k |
|
|
salesforce.com Inc (79466L302)
|
5,200 |
$801k |
|
|
ISHARES INC (464286772)
|
13,199 |
$787k |
|
|
BHP Group PLC (05545E209)
|
14,750 |
$758k |
|
|
Tyson Foods (TSN) (902494103)
|
9,050 |
$733k |
|
|
MCDONALDS CORP (580135101)
|
3,376 |
$696k |
|
|
NIKE INC (654106103)
|
8,000 |
$683k |
|
|
BP PLC (055622104)
|
15,509 |
$653k |
|
|
VANGUARD INDEX FDS REAL ESTATE ETF (922908553)
|
6,950 |
$613k |
|
|
BlackRock, Inc. (09247X101)
|
1,291 |
$611k |
|
|
Boeing Co/The (097023105)
|
1,695 |
$604k |
|
|
Schlumberger Ltd (806857108)
|
14,300 |
$569k |
|
|
Bank of America Corp. (060505104)
|
19,250 |
$566k |
|
|
SPDR S&P DIVIDEND (78464A763)
|
5,500 |
$557k |
|
|
ISHARE (464287754)
|
3,420 |
$544k |
|
|
PALO ALTO NETWORKS (697435105)
|
2,635 |
$542k |
|
|
GENERAL ELECTRIC CO (369604103)
|
49,650 |
$528k |
|
|
ISHARES TR RUSSELL 2000 ETF (464287655)
|
3,180 |
$496k |
|
|
MADISON SQUARE GARDEN CO NEW CL A (55825T103)
|
1,750 |
$490k |
|
|
Amazon.com Inc (023135106)
|
250 |
$481k |
|
|
PFIZER INC (717081103)
|
10,960 |
$480k |
|
|
AT&T INC (00206R102)
|
14,080 |
$471k |
|
|
ALIBABA GROUP HLDG LTD (01609W102)
|
2,555 |
$447k |
|
|
JOHNSON & JOHNSON (478160104)
|
3,162 |
$441k |
|
|
MEDTRONIC PLC (G5960L103)
|
4,499 |
$441k |
|
|
INTEL CORP (458140100)
|
9,183 |
$441k |
|
|
DANAHER CORP (235851102)
|
3,050 |
$440k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
2,026 |
$435k |
|
|
Deutsche X-Trackers Europe Hed (233051853)
|
13,470 |
$404k |
|
|
ISHARES TR (464288182)
|
5,660 |
$400k |
|
|
Bristol-Myers Squibb Co (110122108)
|
8,550 |
$395k |
|
|
WELLS FARGO CO NEW (949746101)
|
8,050 |
$384k |
|
|
Exxon Mobil Corp (30231G102)
|
5,020 |
$384k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
2,427 |
$383k |
|
|
COMCAST CORP (20030N101)
|
8,775 |
$375k |
|
|
UNILEVER PLC (904767704)
|
5,650 |
$351k |
|
|
VANGUARD WORLD FDS HEALTH CAR (92204A504)
|
2,000 |
$350k |
|
|
GILEAD SCIENCES INC (375558103)
|
4,670 |
$317k |
|
|
Caterpillar Inc (149123101)
|
2,310 |
$316k |
|
|
ALLIANCEBERNSTEIN HOLDING LP (01881G106)
|
10,000 |
$299k |
|
|
VALE S A (91912E105)
|
19,650 |
$274k |
|
|
CISCO SYSTEMS INC (17275R102)
|
5,000 |
$274k |
|
|
INVESCO DB AGRICULTURE FUND (46140H106)
|
16,500 |
$273k |
|
|
SPDR SERIES TRUST (78464A730)
|
10,000 |
$272k |
|
|
PHILIP MORRIS INTL (718172109)
|
3,425 |
$271k |
|
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
1,335 |
$253k |
|
|
US BANCORP DEL (902973304)
|
4,500 |
$240k |
|
|
CARLYLE GROUP L P (14309L102)
|
9,913 |
$231k |
|
|
PayPal Holdings Inc (70450Y103)
|
2,000 |
$230k |
|
|
YUM CHINA HLDGS INC (98850P109)
|
5,000 |
$230k |
|
|
HP INC (40434L105)
|
10,689 |
$226k |
|
|
COCA-COLA CO (191216100)
|
4,263 |
$220k |
|
|
EATON CORPORATION (G29183103)
|
2,636 |
$219k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
22,000 |
$217k |
|
|
STARWOOD PPTY TR (85571B105)
|
9,200 |
$213k |
|
|
DB COMMODITY INDEX TRACKING (46138B103)
|
12,999 |
$204k |
|
|
TELEFONICA DE ESPANA SA ADR (B (879382208)
|
22,127 |
$189k |
|
|
BANCO BILBAO VIZCAYA ARGENTA (05946K101)
|
33,009 |
$185k |
|
|
CIA SIDERURGICA NACL-SP ADR (20440W105)
|
15,680 |
$69k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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