Beirne Wealth Consulting Services, LLC Portfolio Holdings

Beirne Wealth Consulting Services, LLC

  • $417 Billion
  • Q3 2025

Beirne Wealth Consulting Services, LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $417 Billion distributed in 227 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 $34.2B, Vanguard Ftse Developed Market with a value of $25B, Ishares Core S&P 500 ETF with a value of $22B, Ishares Tr with a value of $21.1B, and Ishares Russell 1000 Val ETF with a value of $20.9B.

Examining the 13F form we can see an increase of $108B in the current position value, from $308B to 417B.

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

Portfolio value $417 Billion
ETFs: $291 Billion
Technology: $36.1 Billion
Financial Services: $16.2 Billion
Healthcare: $13.6 Billion
Consumer Cyclical: $11.3 Billion
Communication Services: $11 Billion
Industrials: $10.2 Billion
Energy: $10.1 Billion
Other: $14.5 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.26B
$763 Million 0.18% of portfolio
76,567
Q3 2025 Added 14.28%
$784M
$744 Million 0.18% of portfolio
120,000
Q3 2025 Added 20.0%
$791M
$325 Million 0.08% of portfolio
5,770
Q3 2025 New
$1.54B
$234 Million 0.06% of portfolio
8,587
Q3 2025 New
$1.2B
$157 Million 0.04% of portfolio
12,500
Q3 2025 New
$545M
$130 Million 0.03% of portfolio
15,000
Q3 2025 Added 50.0%
$323M
$76.1 Million 0.02% of portfolio
45,000
Q3 2020 Reduced 35.71%
$303M
$56.2 Million 0.01% of portfolio
14,060
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 227
  • Current Value $417 Billion
  • Prior Value $308 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 128 stocks
  • Additional Purchases 70 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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