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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$394B
$646 Million 0.23% of portfolio
5,962
Q1 2025 Added 135.47%
Sitio Royalties Corp
-
$647 Million 0.23% of portfolio
-
Q1 2025 Added 6.94%
$2.14B
$623 Million 0.22% of portfolio
40,800
Q1 2025 Reduced 2.39%
$154B
$591 Million 0.21% of portfolio
1,255
Q1 2024 Reduced 0.24%
$1.08T
$599 Million 0.21% of portfolio
3,832
Q1 2025 Added 0.03%
$631B
$548 Million 0.2% of portfolio
1,029
Q3 2024 Reduced 6.79%
$0
$530 Million 0.19% of portfolio
7,864
Q1 2025 Reduced 0.83%
$583B
$538 Million 0.19% of portfolio
1,535
Q1 2024 Reduced 57.41%
$0
$514 Million 0.18% of portfolio
19,291
Q1 2025 Reduced 2.94%
$1.8B
$516 Million 0.18% of portfolio
75,000
Q1 2025 Reduced 1.32%
$856B
$497 Million 0.18% of portfolio
2,027
Q1 2024 Reduced 51.32%
$0
$487 Million 0.17% of portfolio
5,885
Q4 2024 Reduced 50.0%
$390B
$457 Million 0.16% of portfolio
10,955
Q1 2025 Added 10.13%
$2.05B
$418 Million 0.15% of portfolio
57,000
Q4 2024 Added 23.91%
$0
$430 Million 0.15% of portfolio
802
Q1 2025 Reduced 3.26%
$0
$426 Million 0.15% of portfolio
2,135
Q1 2025 Reduced 68.74%
$243B
$402 Million 0.14% of portfolio
736
Q1 2025 Added 0.41%
$118B
$357 Million 0.13% of portfolio
3,399
Q1 2024 Reduced 71.32%
$44.3B
$361 Million 0.13% of portfolio
7,887
Q1 2025 Added 0.6%
$75.4B
$369 Million 0.13% of portfolio
4,405
Q1 2024 Reduced 15.48%
$0
$363 Million 0.13% of portfolio
8,528
Q1 2025 Reduced 1.84%
$0
$364 Million 0.13% of portfolio
5,206
Q1 2025 Reduced 3.05%
$626B
$334 Million 0.12% of portfolio
2,387
Q1 2024 Reduced 14.96%
$161B
$328 Million 0.12% of portfolio
1,551
Q1 2024 Reduced 35.13%
$0
$317 Million 0.11% of portfolio
1,034
Q1 2025 Reduced 1.34%
$90.3B
$309 Million 0.11% of portfolio
2,532
Q1 2025 Added 0.28%
$0
$300 Million 0.11% of portfolio
1,737
Q4 2023 New
$2.03B
$317 Million 0.11% of portfolio
100,059
Q3 2024 Reduced 0.02%
$170B
$308 Million 0.11% of portfolio
4,339
Q1 2025 New
$2.2B
$317 Million 0.11% of portfolio
7,500
Q2 2024 Reduced 40.0%
$0
$273 Million 0.1% of portfolio
3,159
Q1 2025 Added 0.41%
$22.3B
$261 Million 0.09% of portfolio
4,197
Q1 2025 Reduced 1.06%
$734B
$243 Million 0.09% of portfolio
294
Q1 2024 Reduced 49.83%
$332B
$246 Million 0.09% of portfolio
1,174
Q2 2024 Reduced 3.53%
-
$266 Million 0.09% of portfolio
-
Q1 2025 New
$237M
$220 Million 0.08% of portfolio
100,000
Q4 2024 Added 300.0%
$64.1B
$236 Million 0.08% of portfolio
800
Q2 2024 New
$539B
$219 Million 0.08% of portfolio
400
Q4 2024 New
$7.39B
$235 Million 0.08% of portfolio
7,024
Q1 2025 Reduced 6.65%
$47.7B
$236 Million 0.08% of portfolio
4,887
Q1 2025 New
$106B
$219 Million 0.08% of portfolio
325
Q1 2025 New
$178B
$220 Million 0.08% of portfolio
1,430
Q3 2024 Reduced 9.49%
Durect Corp
-
$238 Million 0.08% of portfolio
-
Q1 2025 Reduced 9.06%
$60.8B
$210 Million 0.07% of portfolio
1,700
Q1 2025 New
$0
$206 Million 0.07% of portfolio
996
Q4 2024 Reduced 9.45%
$37.9B
$207 Million 0.07% of portfolio
10,628
Q1 2021 Added 15.92%
Mcewen Mng Inc
-
$151 Million 0.05% of portfolio
-
Q1 2023 New
$3.26B
$112 Million 0.04% of portfolio
25,000
Q1 2023 New
$957M
$93.1 Million 0.03% of portfolio
21,500
Q1 2025 New

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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