Beirne Wealth Consulting Services, LLC Portfolio Holdings

Beirne Wealth Consulting Services, LLC

  • $281 Billion
  • Q1 2025

Beirne Wealth Consulting Services, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $281 Billion distributed in 102 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 $45.7B, Ishares Russell 1000 Val ETF with a value of $33.3B, Vanguard Ftse Developed Market with a value of $19.9B, Ishares Tr with a value of $19.5B, and Ishares Core S&P 500 ETF with a value of $12.2B.

Examining the 13F form we can see an increase of $3.39B in the current position value, from $277B to 281B.

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

Portfolio value $281 Billion
ETFs: $245 Billion
Technology: $8.83 Billion
Financial Services: $6.92 Billion
Basic Materials: $4.91 Billion
Energy: $4.83 Billion
Healthcare: $3.22 Billion
Consumer Cyclical: $1.93 Billion
Communication Services: $1.38 Billion
Other: $2.14 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$3.82 Billion 1.36% of portfolio
17,210
Q1 2025 Added 4.5%
$3.35T
$3.45 Billion 1.23% of portfolio
9,183
Q1 2025 Added 2.42%
$86.1B
$2.33 Billion 0.83% of portfolio
16,987
Q1 2025 Added 0.65%
$2.13T
$1.93 Billion 0.69% of portfolio
10,143
Q1 2025 Added 19.67%
$266M
$1.47 Billion 0.52% of portfolio
294,458
Q4 2024 Reduced 2.75%
$455B
$1.29 Billion 0.46% of portfolio
10,829
Q4 2024 Reduced 1.78%
$22.1B
$1.26 Billion 0.45% of portfolio
30,528
Q4 2024 Added 0.04%
$8.29B
$1.26 Billion 0.45% of portfolio
10,500
Q1 2025 Reduced 27.59%
$35.7B
$1.09 Billion 0.39% of portfolio
14,009
Q4 2024 Reduced 9.58%
$48.4B
$1.05 Billion 0.37% of portfolio
9,706
Q1 2025 Added 0.2%
$277B
$971 Million 0.35% of portfolio
5,805
Q1 2024 Reduced 21.6%
$147B
$864 Million 0.31% of portfolio
2,772
Q1 2024 Reduced 5.75%
$957B
$786 Million 0.28% of portfolio
5,080
Q1 2025 Added 28.93%
$5.03B
$733 Million 0.26% of portfolio
28,388
Q1 2025 Added 0.11%
$307B
$646 Million 0.23% of portfolio
5,962
Q1 2025 Added 135.47%
$1.47B
$623 Million 0.22% of portfolio
40,800
Q1 2025 Reduced 2.39%
$971B
$599 Million 0.21% of portfolio
3,832
Q1 2025 Added 0.03%
$694B
$548 Million 0.2% of portfolio
1,029
Q3 2024 Reduced 6.79%
$582B
$538 Million 0.19% of portfolio
1,535
Q1 2024 Reduced 57.41%
$1.99B
$516 Million 0.18% of portfolio
75,000
Q1 2025 Reduced 1.32%
$763B
$497 Million 0.18% of portfolio
2,027
Q1 2024 Reduced 51.32%
$348B
$457 Million 0.16% of portfolio
10,955
Q1 2025 Added 10.13%
$957M
$418 Million 0.15% of portfolio
57,000
Q4 2024 Added 23.91%
$202B
$402 Million 0.14% of portfolio
736
Q1 2025 Added 0.41%
$117B
$357 Million 0.13% of portfolio
3,399
Q1 2024 Reduced 71.32%
$39.7B
$361 Million 0.13% of portfolio
7,887
Q1 2025 Added 0.6%
$70.4B
$369 Million 0.13% of portfolio
4,405
Q1 2024 Reduced 15.48%
$424B
$334 Million 0.12% of portfolio
2,387
Q1 2024 Reduced 14.96%
$147B
$328 Million 0.12% of portfolio
1,551
Q1 2024 Reduced 35.13%
$89.2B
$309 Million 0.11% of portfolio
2,532
Q1 2025 Added 0.28%
$1.72B
$317 Million 0.11% of portfolio
100,059
Q3 2024 Reduced 0.02%
$145B
$308 Million 0.11% of portfolio
4,339
Q1 2025 New
$1.74B
$317 Million 0.11% of portfolio
7,500
Q2 2024 Reduced 40.0%
$21.6B
$261 Million 0.09% of portfolio
4,197
Q1 2025 Reduced 1.06%
$718B
$243 Million 0.09% of portfolio
294
Q1 2024 Reduced 49.83%
$336B
$246 Million 0.09% of portfolio
1,174
Q2 2024 Reduced 3.53%
-
$266 Million 0.09% of portfolio
-
Q1 2025 New
$341M
$220 Million 0.08% of portfolio
100,000
Q4 2024 Added 300.0%
$61.3B
$236 Million 0.08% of portfolio
800
Q2 2024 New
$552B
$219 Million 0.08% of portfolio
400
Q4 2024 New
$7.22B
$235 Million 0.08% of portfolio
7,024
Q1 2025 Reduced 6.65%
$40.3B
$236 Million 0.08% of portfolio
4,887
Q1 2025 New
$98.8B
$219 Million 0.08% of portfolio
325
Q1 2025 New
$171B
$220 Million 0.08% of portfolio
1,430
Q3 2024 Reduced 9.49%
$57.1B
$210 Million 0.07% of portfolio
1,700
Q1 2025 New
$32.2B
$207 Million 0.07% of portfolio
10,628
Q1 2021 Added 15.92%
$2.51B
$112 Million 0.04% of portfolio
25,000
Q1 2023 New
$1.22B
$93.1 Million 0.03% of portfolio
21,500
Q1 2025 New
$490M
$64.1 Million 0.02% of portfolio
10,000
Q1 2025 Reduced 39.39%

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $281 Billion
  • Prior Value $277 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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