Beirne Wealth Consulting Services, LLC Portfolio Holdings

Beirne Wealth Consulting Services, LLC

  • $277 Billion
  • Q4 2024

Beirne Wealth Consulting Services, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $277 Billion distributed in 98 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 $44.3B, Ishares Russell 1000 Val ETF with a value of $32.6B, Ishares Tr with a value of $20.4B, Vanguard Ftse Developed Market with a value of $18.6B, and Ishares Core S&P 500 ETF with a value of $12.8B.

Examining the 13F form we can see an decrease of $7.45B in the current position value, from $285B to 277B.

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

Portfolio value $277 Billion
ETFs: $242 Billion
Technology: $9.23 Billion
Financial Services: $7.23 Billion
Energy: $4.86 Billion
Basic Materials: $3.64 Billion
Healthcare: $3.5 Billion
Consumer Cyclical: $1.86 Billion
Industrials: $1.5 Billion
Other: $2.21 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$86B
$2.79 Billion 1.01% of portfolio
16,878
Q4 2024 Reduced 1.71%
$19.3B
$1.57 Billion 0.57% of portfolio
30,528
Q4 2024 Added 0.04%
$33.9B
$788 Million 0.28% of portfolio
14,009
Q4 2024 Reduced 9.58%
$47.5B
$758 Million 0.27% of portfolio
9,687
Q4 2024 Added 0.26%
$169B
$722 Million 0.26% of portfolio
2,772
Q1 2024 Reduced 5.75%
$143B
$534 Million 0.19% of portfolio
1,255
Q1 2024 Reduced 0.24%
$193B
$420 Million 0.15% of portfolio
733
Q4 2024 Added 0.41%
$141B
$350 Million 0.13% of portfolio
1,551
Q1 2024 Reduced 35.13%
$41B
$373 Million 0.13% of portfolio
7,840
Q4 2024 Added 0.58%
$67.5B
$338 Million 0.12% of portfolio
4,405
Q1 2024 Reduced 15.48%
$130B
$337 Million 0.12% of portfolio
3,399
Q1 2024 Reduced 71.32%
$91.7B
$272 Million 0.1% of portfolio
2,525
Q4 2024 Reduced 0.43%
$21.1B
$244 Million 0.09% of portfolio
4,242
Q4 2024 Reduced 0.19%
$176B
$220 Million 0.08% of portfolio
1,430
Q3 2024 Reduced 9.49%
$64.7B
$232 Million 0.08% of portfolio
800
Q2 2024 New
$33.3B
$165 Million 0.06% of portfolio
10,628
Q1 2021 Added 15.92%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $277 Billion
  • Prior Value $285 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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