The Rise and Fall of BigSur Wealth Management LLC: Comparing Q3 and Q4 Holdings

BigSur Wealth Management LLC is a well-known investment firm that manages assets for high net worth individuals and institutions. They are known for providing personalized attention and expertise to their clients with the aim of achieving significant capital growth.

In the third quarter of 2022, the firm made a number of changes to their holdings, resulting in a portfolio that was drastically different from what it had been at the beginning of the year. The fourth quarter saw even more drastic changes, with some stocks being sold off completely and others significantly reduced in their shareholdings.

In this article, we will take a detailed look at the changes in the holdings of BigSur Wealth Management LLC between Q3 and Q4 2022 and analyze the reasons behind these changes.

SPDR S&P 500 ETF TR: The largest holding of BigSur Wealth Management LLC, SPDR S&P 500 ETF TR, saw a decrease in shares from 67,874 in Q3 to 65,904 in Q4, which represents a decline of 4%. This could be attributed to the overall dip in the stock in the US that took place towards the end of the year, among other reasons.

BERKSHIRE HATHAWAY INC DEL: The second-largest holding of BigSur Wealth Management LLC, Berkshire Hathaway Inc Del, saw an increase in shares from 31 in Q3 to 36 in Q4, representing a jump of over 33%. This is an interesting move, given that Berkshire Hathaway Inc Del has been struggling to keep up with the market and future growth prospects may be uncertain.

VANGUARD INTL EQUITY INDEX F: BigSur Wealth Management LLC also increased its stake in Vanguard Intl Equity Index F, from 169,525 in Q3 to 170,305 in Q4, which represents an increase of over 20%. Given the positive outlook for the international stock market, this could prove to be a strategic move for the firm.

SPDR DOW JONES INDL AVERAGE: The fourth-largest holding of BigSur Wealth Management LLC, SPDR Dow Jones Indl Average, saw an increase in shares from 13,884 in Q3 to 13,884 in Q4, representing a jump of 15.3%. This could be due to the overall bullish sentiment in the US stock market in the fourth quarter.

APPLE INC: BigSur Wealth Management LLC reduced its stake in Apple Inc from 35,561 in Q3 to 32,876 in Q4, representing a decline of over 13%. This is a surprising move given that Apple Inc is one of the most valuable companies in the world, has a solid financial track record, and has been consistently adding value to its shareholders.

Conclusion:

It is clear from our analysis that BigSur Wealth Management LLC has made some significant changes to its holdings in the fourth quarter of 2022. While some of these changes may have been driven by market conditions, others were strategic moves that could potentially add significant value to the firm's portfolio in the long run. As always, the main goal of the firm is to maximize returns for its clients by staying on top of the market, and these changes may be part of that strategy.