Beirne Wealth Consulting Services, LLC Portfolio Holdings

Beirne Wealth Consulting Services, LLC

  • $248 Billion
  • Q2 2024

Beirne Wealth Consulting Services, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $248 Billion distributed in 99 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 $28.1B, Ishares Russell 1000 Val ETF with a value of $26.2B, Ishares Tr with a value of $20B, Vanguard Ftse Developed Market with a value of $19.5B, and Ishares Core S&P 500 ETF with a value of $13.1B.

Examining the 13F form we can see an increase of $12.2B in the current position value, from $236B to 248B.

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

Portfolio value $248 Billion
ETFs: $214 Billion
Technology: $9.42 Billion
Energy: $5.96 Billion
Financial Services: $5.73 Billion
Basic Materials: $3.52 Billion
Healthcare: $3.25 Billion
Consumer Cyclical: $1.64 Billion
Communication Services: $1.42 Billion
Other: $1.53 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$304M
$1.85 Billion 0.74% of portfolio
277,800
Q2 2024 Added 1.83%
$1.16B
$499 Million 0.2% of portfolio
42,800
Q2 2024 Added 2.39%
$1.25B
$479 Million 0.19% of portfolio
31,000
Q2 2024 Added 47.62%
$1.59B
$397 Million 0.16% of portfolio
76,000
Q1 2024 Reduced 20.83%
$880M
$230 Million 0.09% of portfolio
3,270
Q1 2024 Reduced 43.33%
$359M
$19.4 Million 0.01% of portfolio
11,000
Q3 2021 New

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $248 Billion
  • Prior Value $236 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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