Beirne Wealth Consulting Services, LLC Portfolio Holdings

Beirne Wealth Consulting Services, LLC

  • $285 Billion
  • Q3 2024

Beirne Wealth Consulting Services, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $285 Billion distributed in 103 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $46B, Ishares Russell 1000 Val ETF with a value of $33.3B, Vanguard Ftse Developed Market with a value of $20.3B, Ishares Tr with a value of $19.7B, and Ishares Core S&P 500 ETF with a value of $12.6B.

Examining the 13F form we can see an increase of $36.8B in the current position value, from $248B to 285B.

Below you can find more details about Beirne Wealth Consulting Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $285 Billion
ETFs: $250 Billion
Technology: $9.03 Billion
Financial Services: $5.91 Billion
Energy: $5.51 Billion
Basic Materials: $4.13 Billion
Healthcare: $3.65 Billion
Consumer Cyclical: $1.79 Billion
Communication Services: $1.29 Billion
Other: $2.06 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$46 Billion 16.14% of portfolio
453,799
Q3 2024 Added 56.96%
$0
$33.3 Billion 11.69% of portfolio
175,393
Q3 2024 Added 16.7%
$0
$20.3 Billion 7.12% of portfolio
383,950
Q3 2024 Reduced 2.5%
$0
$19.7 Billion 6.91% of portfolio
335,027
Q3 2024 Reduced 6.5%
$0
$12.6 Billion 4.43% of portfolio
21,860
Q3 2024 Reduced 8.76%
$0
$8.11 Billion 2.85% of portfolio
141,324
Q3 2024 Added 0.51%
$0
$7.85 Billion 2.76% of portfolio
79,961
Q3 2024 Added 99.33%
$0
$7.63 Billion 2.68% of portfolio
32,052
Q3 2024 Added 25.33%
$0
$7.39 Billion 2.59% of portfolio
28,002
Q3 2024 Added 26.93%
$0
$6.57 Billion 2.31% of portfolio
137,292
Q3 2024 Reduced 9.37%
$0
$5.48 Billion 1.93% of portfolio
45,857
Q3 2024 Reduced 36.96%
$0
$5.14 Billion 1.81% of portfolio
100,722
Q3 2024 Added 0.92%
$0
$4.89 Billion 1.72% of portfolio
106,648
Q3 2024 Reduced 10.77%
$0
$4.43 Billion 1.56% of portfolio
77,038
Q3 2024 Added 3.5%
$0
$4.43 Billion 1.55% of portfolio
56,674
Q3 2024 Added 3.93%
$0
$4.22 Billion 1.48% of portfolio
67,758
Q3 2024 Added 10.24%
$0
$4.16 Billion 1.46% of portfolio
62,683
Q3 2024 Added 42.47%
$0
$4.07 Billion 1.43% of portfolio
41,447
Q3 2024 Added 1.3%
$0
$3.97 Billion 1.39% of portfolio
49,431
Q3 2024 Reduced 0.65%
$3.62T
$3.87 Billion 1.36% of portfolio
16,619
Q3 2024 Reduced 13.53%
$3.09T
$3.86 Billion 1.35% of portfolio
8,966
Q3 2024 Reduced 2.71%
$0
$3.43 Billion 1.21% of portfolio
29,347
Q3 2024 Added 11.12%
$0
$3.38 Billion 1.19% of portfolio
84,755
Q3 2024 Reduced 6.22%
$0
$3.25 Billion 1.14% of portfolio
103,438
Q3 2024 Added 4.54%
$0
$2.73 Billion 0.96% of portfolio
27,791
Q3 2024 Reduced 2.37%
$0
$2.48 Billion 0.87% of portfolio
6,607
Q3 2024 Reduced 30.19%
$98.2B
$2.14 Billion 0.75% of portfolio
17,171
Q3 2024 Added 0.06%
$373M
$1.86 Billion 0.65% of portfolio
302,800
Q3 2024 Added 9.0%
$0
$1.81 Billion 0.64% of portfolio
36,372
Q3 2024 Added 0.18%
$0
$1.64 Billion 0.58% of portfolio
33,566
Q3 2024 Reduced 6.44%
$2.06T
$1.58 Billion 0.55% of portfolio
8,476
Q1 2024 Reduced 57.82%
$0
$1.54 Billion 0.54% of portfolio
14,411
Q3 2024 Reduced 1.01%
$0
$1.53 Billion 0.54% of portfolio
37,600
Q3 2024 Added 0.47%
$0
$1.5 Billion 0.53% of portfolio
2,830
Q3 2024 Added 0.32%
$23.2B
$1.46 Billion 0.51% of portfolio
30,517
Q1 2024 Reduced 1.52%
$6.79B
$1.36 Billion 0.48% of portfolio
14,750
Q1 2023 New
$81.6B
$1.34 Billion 0.47% of portfolio
5,524
Q3 2024 Reduced 0.63%
$497B
$1.29 Billion 0.45% of portfolio
11,025
Q2 2024 Added 5.27%
$0
$1.23 Billion 0.43% of portfolio
5,572
Q3 2024 Added 36.33%
$0
$1.07 Billion 0.38% of portfolio
22,718
Q3 2024 Reduced 9.03%
$0
$1.01 Billion 0.36% of portfolio
8,187
Q3 2024 Reduced 6.81%
$0
$996 Million 0.35% of portfolio
1,729
Q3 2024 Reduced 24.73%
$0
$979 Million 0.34% of portfolio
11,770
Q2 2023 Reduced 51.5%
$26.5B
$946 Million 0.33% of portfolio
15,493
Q3 2024 Added 0.03%
$152B
$893 Million 0.31% of portfolio
2,772
Q1 2024 Reduced 5.75%
$0
$893 Million 0.31% of portfolio
9,352
Q3 2024 Added 7.67%
$316B
$855 Million 0.3% of portfolio
5,805
Q1 2024 Reduced 21.6%
$34.9B
$778 Million 0.27% of portfolio
9,662
Q3 2024 Added 0.24%
$1.03T
$653 Million 0.23% of portfolio
3,940
Q1 2024 Reduced 32.97%

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $285 Billion
  • Prior Value $248 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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