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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$2.06T
$1.58 Billion 0.55% of portfolio
8,476
Q1 2024 Reduced 57.82%
$497B
$1.29 Billion 0.45% of portfolio
11,025
Q2 2024 Added 5.27%
$316B
$855 Million 0.3% of portfolio
5,805
Q1 2024 Reduced 21.6%
$1.03T
$653 Million 0.23% of portfolio
3,940
Q1 2024 Reduced 32.97%
$1.06T
$641 Million 0.22% of portfolio
3,831
Q3 2024 Added 0.03%
$612B
$474 Million 0.17% of portfolio
1,029
Q3 2024 Reduced 6.79%
$720B
$427 Million 0.15% of portfolio
2,027
Q1 2024 Reduced 51.32%
$506B
$422 Million 0.15% of portfolio
1,535
Q1 2024 Reduced 57.41%
$495B
$407 Million 0.14% of portfolio
2,387
Q1 2024 Reduced 14.96%
$375B
$406 Million 0.14% of portfolio
10,234
Q3 2024 Reduced 5.4%
$203B
$361 Million 0.13% of portfolio
730
Q3 2024 Added 0.55%
$354B
$301 Million 0.11% of portfolio
2,482
Q3 2024 Added 0.61%
$709B
$260 Million 0.09% of portfolio
294
Q1 2024 Reduced 49.83%
$292B
$232 Million 0.08% of portfolio
1,174
Q2 2024 Reduced 3.53%
$219B
$205 Million 0.07% of portfolio
1,205
Q3 2024 New

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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