Beirne Wealth Consulting Services, LLC Portfolio Holdings

Beirne Wealth Consulting Services, LLC

  • $308 Billion
  • Q2 2025

Beirne Wealth Consulting Services, LLC has filed its 13F form on August 01, 2025 for Q2 2025 where it was disclosed a total value porftolio of $308 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 $33.1B, Vanguard Ftse Developed Market with a value of $23.6B, Ishares Core S&P 500 ETF with a value of $20.3B, Ishares Russell 1000 Val ETF with a value of $19.7B, and Ishares Tr with a value of $19.6B.

Examining the 13F form we can see an increase of $27.6B in the current position value, from $281B to 308B.

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

Portfolio value $308 Billion
ETFs: $268 Billion
Technology: $9.97 Billion
Financial Services: $7.88 Billion
Energy: $5.55 Billion
Basic Materials: $5.34 Billion
Healthcare: $2.89 Billion
Consumer Cyclical: $2.44 Billion
Industrials: $2.01 Billion
Other: $2.41 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$86.8B
$2.41 Billion 0.78% of portfolio
16,997
Q2 2025 Added 0.06%
$33.9B
$2.27 Billion 0.73% of portfolio
30,528
Q4 2024 Added 0.04%
$13.5B
$1.57 Billion 0.51% of portfolio
10,500
Q1 2025 Reduced 27.59%
$43.5B
$1.26 Billion 0.41% of portfolio
14,015
Q2 2025 Added 0.04%
$61.6B
$1.16 Billion 0.37% of portfolio
9,722
Q2 2025 Added 0.16%
$152B
$774 Million 0.25% of portfolio
2,772
Q1 2024 Reduced 5.75%
$153B
$640 Million 0.21% of portfolio
1,255
Q1 2024 Reduced 0.24%
$55.6B
$417 Million 0.14% of portfolio
7,929
Q2 2025 Added 0.53%
$83.7B
$401 Million 0.13% of portfolio
4,405
Q1 2024 Reduced 15.48%
$146B
$361 Million 0.12% of portfolio
1,551
Q1 2024 Reduced 35.13%
$185B
$369 Million 0.12% of portfolio
4,339
Q1 2025 New
$139B
$318 Million 0.1% of portfolio
1,518
Q2 2025 New
$95.8B
$300 Million 0.1% of portfolio
2,539
Q2 2025 Added 0.28%
$120B
$305 Million 0.1% of portfolio
3,399
Q1 2024 Reduced 71.32%
$22.8B
$261 Million 0.08% of portfolio
4,102
Q2 2025 Reduced 2.26%
$54.7B
$262 Million 0.08% of portfolio
4,496
Q2 2025 Reduced 8.0%
$64.2B
$226 Million 0.07% of portfolio
800
Q2 2024 New
$57.7B
$203 Million 0.07% of portfolio
1,700
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 103
  • Current Value $308 Billion
  • Prior Value $281 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 01, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
Track This Portfolio

Track Beirne Wealth Consulting Services, LLC Portfolio

Follow Beirne Wealth Consulting Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beirne Wealth Consulting Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beirne Wealth Consulting Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email