Beirne Wealth Consulting Services, LLC Portfolio Holdings

Beirne Wealth Consulting Services, LLC

  • $277 Billion
  • Q4 2024

Beirne Wealth Consulting Services, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $277 Billion distributed in 98 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 $44.3B, Ishares Russell 1000 Val ETF with a value of $32.6B, Ishares Tr with a value of $20.4B, Vanguard Ftse Developed Market with a value of $18.6B, and Ishares Core S&P 500 ETF with a value of $12.8B.

Examining the 13F form we can see an decrease of $7.45B in the current position value, from $285B to 277B.

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

Portfolio value $277 Billion
ETFs: $242 Billion
Technology: $9.23 Billion
Financial Services: $7.23 Billion
Energy: $4.86 Billion
Basic Materials: $3.64 Billion
Healthcare: $3.5 Billion
Consumer Cyclical: $1.86 Billion
Industrials: $1.5 Billion
Other: $2.21 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.93T
$4.12 Billion 1.49% of portfolio
16,469
Q4 2024 Reduced 0.9%
$3.04T
$3.78 Billion 1.36% of portfolio
8,966
Q3 2024 Reduced 2.71%
$97.7B
$2.79 Billion 1.01% of portfolio
16,878
Q4 2024 Reduced 1.71%
$312M
$2.12 Billion 0.77% of portfolio
294,458
Q4 2024 Reduced 2.75%
$2.33T
$1.86 Billion 0.67% of portfolio
8,476
Q1 2024 Reduced 57.82%
$20.4B
$1.57 Billion 0.57% of portfolio
30,528
Q4 2024 Added 0.04%
$7.61B
$1.39 Billion 0.5% of portfolio
14,500
Q4 2024 Reduced 1.69%
$451B
$1.16 Billion 0.42% of portfolio
10,829
Q4 2024 Reduced 1.78%
$304B
$841 Million 0.3% of portfolio
5,805
Q1 2024 Reduced 21.6%
$30.5B
$788 Million 0.28% of portfolio
14,009
Q4 2024 Reduced 9.58%
$1.11T
$746 Million 0.27% of portfolio
3,940
Q1 2024 Reduced 32.97%
$43.6B
$758 Million 0.27% of portfolio
9,687
Q4 2024 Added 0.26%
$156B
$722 Million 0.26% of portfolio
2,772
Q1 2024 Reduced 5.75%
$1.14T
$730 Million 0.26% of portfolio
3,831
Q3 2024 Added 0.03%
$1.8B
$620 Million 0.22% of portfolio
57,000
Q4 2024 Added 23.91%
$5.15B
$573 Million 0.21% of portfolio
28,358
Q4 2024 Reduced 3.28%
$145B
$534 Million 0.19% of portfolio
1,255
Q1 2024 Reduced 0.24%
$811B
$486 Million 0.18% of portfolio
2,027
Q1 2024 Reduced 51.32%
$624B
$466 Million 0.17% of portfolio
1,029
Q3 2024 Reduced 6.79%
$578B
$485 Million 0.17% of portfolio
1,535
Q1 2024 Reduced 57.41%
$377B
$437 Million 0.16% of portfolio
9,947
Q4 2024 Reduced 2.8%
$2.49B
$410 Million 0.15% of portfolio
7,500
Q2 2024 Reduced 40.0%
$225B
$420 Million 0.15% of portfolio
733
Q4 2024 Added 0.41%
$2.64B
$375 Million 0.14% of portfolio
100,059
Q3 2024 Reduced 0.02%
$2.07B
$382 Million 0.14% of portfolio
76,000
Q1 2024 Reduced 20.83%
$470B
$398 Million 0.14% of portfolio
2,387
Q1 2024 Reduced 14.96%
$136B
$350 Million 0.13% of portfolio
1,551
Q1 2024 Reduced 35.13%
$44.4B
$373 Million 0.13% of portfolio
7,840
Q4 2024 Added 0.58%
$346B
$340 Million 0.12% of portfolio
2,532
Q4 2024 Added 2.01%
$71B
$338 Million 0.12% of portfolio
4,405
Q1 2024 Reduced 15.48%
$123B
$337 Million 0.12% of portfolio
3,399
Q1 2024 Reduced 71.32%
$85.9B
$272 Million 0.1% of portfolio
2,525
Q4 2024 Reduced 0.43%
$21.3B
$244 Million 0.09% of portfolio
4,242
Q4 2024 Reduced 0.19%
$802B
$227 Million 0.08% of portfolio
294
Q1 2024 Reduced 49.83%
$341B
$209 Million 0.08% of portfolio
1,174
Q2 2024 Reduced 3.53%
$193B
$220 Million 0.08% of portfolio
1,430
Q3 2024 Reduced 9.49%
$70.1B
$232 Million 0.08% of portfolio
800
Q2 2024 New
$6.76B
$215 Million 0.08% of portfolio
7,524
Q4 2024 New
$539B
$211 Million 0.08% of portfolio
400
Q4 2024 New
$235B
$204 Million 0.07% of portfolio
1,619
Q4 2024 New
$31.7B
$165 Million 0.06% of portfolio
10,628
Q1 2021 Added 15.92%
$207M
$177 Million 0.06% of portfolio
100,000
Q4 2024 Added 300.0%
$2.91B
$165 Million 0.06% of portfolio
25,000
Q1 2023 New
$641M
$133 Million 0.05% of portfolio
16,500
Q4 2024 Added 65.0%
$1.39B
$66 Million 0.02% of portfolio
10,259
Q4 2024 New
$117M
$22.6 Million 0.01% of portfolio
45,000
Q3 2020 Reduced 35.71%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $277 Billion
  • Prior Value $285 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 31, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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