BigSur Wealth Management »

Global X Fds shares owned by BigSur Wealth Management

Quarter-by-quarter ownership of Global X Fds (SHLD) shares owned by BigSur Wealth Management from 13F filings

Historical chart of BigSur Wealth Management investment in Global X Fds

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds held by BigSur Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Global X Fds by BigSur Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $263k 4.0k 65.03
2025-09-30 $930k 13k 70.24
2025-06-30 $800k 13k 60.37

More positions owned by BigSur Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
NVIDIA Corporation (NVDA)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Ishares Tr Russell 3000 Etf (IWV)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Blackstone Group Inc Com Cl A (BX)
Palo Alto Networks (PANW)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Select Sector Spdr Tr State Street Hea (XLV)
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)

View all positions for BigSur Wealth Management

Top funds holding Global X Fds

LPL Financial
Mirae Asset Global Etfs Holdings
Jpmorgan Chase & Co
Harel Insurance Investments & Financial Services
Royal Bank of Canada
Thrivent Financial for Lutherans
Sofi Wealth
Advisor Group Holdings
Envestnet Asset Management
Parkway Wealth Management Group
Merit Financial Group
Raymond James Financial
Resources Investment Advisors
Sanctuary Advisors
Cetera Investment Advisers

View all funds holding Global X Fds