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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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