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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$4.12 Billion 1.49% of portfolio
16,469
Q4 2024 Reduced 0.9%
$3.05T
$3.78 Billion 1.36% of portfolio
8,966
Q3 2024 Reduced 2.71%
$2.33T
$1.86 Billion 0.67% of portfolio
8,476
Q1 2024 Reduced 57.82%
$447B
$1.16 Billion 0.42% of portfolio
10,829
Q4 2024 Reduced 1.78%
$303B
$841 Million 0.3% of portfolio
5,805
Q1 2024 Reduced 21.6%
$1.1T
$746 Million 0.27% of portfolio
3,940
Q1 2024 Reduced 32.97%
$1.13T
$730 Million 0.26% of portfolio
3,831
Q3 2024 Added 0.03%
$808B
$486 Million 0.18% of portfolio
2,027
Q1 2024 Reduced 51.32%
$614B
$466 Million 0.17% of portfolio
1,029
Q3 2024 Reduced 6.79%
$575B
$485 Million 0.17% of portfolio
1,535
Q1 2024 Reduced 57.41%
$371B
$437 Million 0.16% of portfolio
9,947
Q4 2024 Reduced 2.8%
$222B
$420 Million 0.15% of portfolio
733
Q4 2024 Added 0.41%
$464B
$398 Million 0.14% of portfolio
2,387
Q1 2024 Reduced 14.96%
$327B
$340 Million 0.12% of portfolio
2,532
Q4 2024 Added 2.01%
$829B
$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%
$232B
$204 Million 0.07% of portfolio
1,619
Q4 2024 New

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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