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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$44.3 Billion 15.96% of portfolio
456,732
Q4 2024 Added 0.65%
$0
$32.6 Billion 11.77% of portfolio
176,324
Q4 2024 Added 0.53%
$0
$20.4 Billion 7.35% of portfolio
337,543
Q4 2024 Added 0.75%
$0
$18.6 Billion 6.72% of portfolio
389,634
Q4 2024 Added 1.48%
$0
$12.8 Billion 4.62% of portfolio
21,722
Q4 2024 Reduced 0.63%
$0
$7.75 Billion 2.8% of portfolio
32,267
Q4 2024 Added 0.67%
$0
$7.53 Billion 2.72% of portfolio
144,224
Q4 2024 Added 2.05%
$0
$7.42 Billion 2.68% of portfolio
80,295
Q4 2024 Added 0.42%
$0
$7.43 Billion 2.68% of portfolio
28,116
Q4 2024 Added 0.41%
$0
$6.19 Billion 2.23% of portfolio
140,550
Q4 2024 Added 2.37%
$0
$5.53 Billion 1.99% of portfolio
47,066
Q4 2024 Added 2.64%
$0
$5.1 Billion 1.84% of portfolio
100,271
Q4 2024 Reduced 0.45%
$0
$4.54 Billion 1.64% of portfolio
108,486
Q4 2024 Added 1.72%
$0
$4.44 Billion 1.6% of portfolio
10,815
Q4 2024 Added 0.11%
$0
$4.28 Billion 1.54% of portfolio
63,416
Q4 2024 Added 1.17%
$0
$4.26 Billion 1.53% of portfolio
68,290
Q4 2024 Added 0.79%
$0
$4.04 Billion 1.46% of portfolio
76,981
Q4 2024 Reduced 0.07%
$0
$4 Billion 1.44% of portfolio
56,852
Q4 2024 Added 0.31%
$0
$3.86 Billion 1.39% of portfolio
49,108
Q4 2024 Reduced 0.65%
$3.06T
$3.78 Billion 1.36% of portfolio
8,966
Q3 2024 Reduced 2.71%
$0
$3.6 Billion 1.3% of portfolio
41,264
Q4 2024 Reduced 0.44%
$0
$3.43 Billion 1.24% of portfolio
29,741
Q4 2024 Added 1.34%
$0
$3.01 Billion 1.08% of portfolio
104,740
Q4 2024 Added 1.26%
$0
$2.86 Billion 1.03% of portfolio
84,441
Q4 2024 Reduced 0.37%
$100B
$2.79 Billion 1.01% of portfolio
16,878
Q4 2024 Reduced 1.71%
$0
$2.66 Billion 0.96% of portfolio
6,614
Q4 2024 Added 0.11%
$0
$2.52 Billion 0.91% of portfolio
28,236
Q4 2024 Added 1.6%
$316M
$2.12 Billion 0.77% of portfolio
294,458
Q4 2024 Reduced 2.75%
$2.42T
$1.86 Billion 0.67% of portfolio
8,476
Q1 2024 Reduced 57.82%
$0
$1.68 Billion 0.6% of portfolio
37,068
Q4 2024 Added 1.91%
$0
$1.62 Billion 0.58% of portfolio
37,661
Q4 2024 Added 0.16%
$20.5B
$1.57 Billion 0.57% of portfolio
30,528
Q4 2024 Added 0.04%
$0
$1.53 Billion 0.55% of portfolio
2,847
Q4 2024 Added 0.6%
$0
$1.51 Billion 0.54% of portfolio
6,829
Q4 2024 Added 22.56%
$0
$1.46 Billion 0.53% of portfolio
14,328
Q4 2024 Reduced 0.58%
$7.27B
$1.39 Billion 0.5% of portfolio
14,500
Q4 2024 Reduced 1.69%
$0
$1.37 Billion 0.49% of portfolio
31,924
Q4 2024 Reduced 4.89%
$89.7B
$1.34 Billion 0.48% of portfolio
5,516
Q4 2024 Reduced 0.14%
$446B
$1.16 Billion 0.42% of portfolio
10,829
Q4 2024 Reduced 1.78%
$0
$1.07 Billion 0.38% of portfolio
22,135
Q4 2024 Reduced 2.57%
$0
$1.02 Billion 0.37% of portfolio
1,729
Q3 2024 Reduced 24.73%
$0
$899 Million 0.32% of portfolio
9,709
Q4 2024 Added 3.82%
$292B
$841 Million 0.3% of portfolio
5,805
Q1 2024 Reduced 21.6%
$28.7B
$788 Million 0.28% of portfolio
14,009
Q4 2024 Reduced 9.58%
$1.23T
$746 Million 0.27% of portfolio
3,940
Q1 2024 Reduced 32.97%
$43.2B
$758 Million 0.27% of portfolio
9,687
Q4 2024 Added 0.26%
$155B
$722 Million 0.26% of portfolio
2,772
Q1 2024 Reduced 5.75%
$1.23T
$730 Million 0.26% of portfolio
3,831
Q3 2024 Added 0.03%
$0
$717 Million 0.26% of portfolio
9,476
Q4 2024 Added 22.43%

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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