BW

Beirne Wealth Consulting Services, LLC

13F
Beirne Wealth Consulting Services, LLC
Last update 2025-05-01 102 Stocks (6 new)
Value $281.00 Mil Turnover 2 %
Countries:
Beirne Wealth Consulting Servi... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
461,574
45,661.1
+1.06%
16.270
+0.17%
0.040
+1.65%
+3.49%
128,152.2
 
IWD
iShares Russell 1000 Value ETF
177,141
33,335.2
+0.46%
11.870
+0.05%
0.050
+12.00%
+8.45%
63,002.5
 
VEA
Vanguard FTSE Developed Markets ETF
391,430
19,896.4
+0.46%
7.090
+0.03%
0.010
+14.16%
+23.88%
163,588.6
 
LRGF
iShares U.S. Equity Factor ETF
336,500
19,477.8
-0.31%
6.940
-0.02%
0.850
+18.72%
+9.59%
2,682.4
 
IVV
iShares Core S&P 500 ETF
21,643
12,173.6
-0.36%
4.340
-0.02%
0.000
+18.87%
+8.94%
642,209.1
 
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
144,710
7,811.0
+0.34%
2.780
+0.01%
0.010
+17.87%
+20.24%
100,742.8
 
IEF
iShares 7-10 Year Treasury Bond ETF
80,965
7,723.2
+0.83%
2.750
+0.02%
0.020
+1.32%
+4.35%
34,844.8
 
VO
Vanguard Mid-Cap ETF
28,243
7,304.7
+0.45%
2.600
+0.01%
0.010
+15.44%
+8.98%
80,725.0
 
VB
Vanguard Small Cap ETF
32,400
7,185.1
+0.41%
2.560
+0.01%
0.010
+17.97%
+3.73%
62,181.4
 
VWO
Vanguard FTSE Emerging Markets ETF
140,692
6,367.7
+0.10%
2.270
0%
0.010
+15.56%
+16.78%
86,562.3
 

Beirne Wealth Consulting Services, LLC's Historical Top Holdings Breakdowns

Beirne Wealth Consulting Services, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWM
iShares Russell 2000 ETF
2025-03-31
Reduce
Reduce
-0.37%
198.1 ($216.92) 229.79
$226.68
4.50%
Reduce -68.74%
2,135
-4,694
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
Add
Add
+0.17%
95.85 ($97.76) 99.25
$98.35
0.60%
Add 1.06%
461,574
4,842
COOP
Mr. Cooper Group Inc
2025-03-31
Reduce
Reduce
-0.14%
91.4 ($104.42) 119.6
$169.29
62.12%
Reduce -27.59%
10,500
-4,000
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.13%
106.98 ($126.74) 149.43
$170.78
34.75%
Add 135.47%
5,962
3,430
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.11%
190.26 ($217) 242.06
$228.29
5.20%
Add 19.67%
10,143
1,667
C
Citigroup Inc
2025-03-31
New Buy
New Buy
+0.11%
67.23 ($76.25) 84.63
$95.99
25.89%
New holding
4,339
4,339
SMLF
iShares U.S. Small-Cap Equity Factor ETF
iShares U.S. Small-Cap Equity Factor ETF
2025-03-31
Reduce
Reduce
-0.11%
60.91 ($67.26) 71.4
$70.87
5.37%
Reduce -7.19%
58,859
-4,557
SGDM
Sprott Gold Miners ETF
2025-03-31
New Buy
New Buy
+0.09%
28.08 ($32.92) 37.94
$46.46
41.13%
New holding
7,000
7,000
MCK
McKesson Corp
2025-03-31
New Buy
New Buy
+0.08%
566.21 ($618.25) 672.99
$714.00
15.49%
New holding
325
325
NEM
Newmont Corp
2025-03-31
New Buy
New Buy
+0.08%
37.79 ($43.9) 48.39
$61.42
39.91%
New holding
4,887
4,887

Beirne Wealth Consulting Services, LLC Total Holding History ($B)

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Beirne Wealth Consulting Services, LLC's Asset Allocation

To

Beirne Wealth Consulting Services, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Beirne Wealth Consulting Services, LLC's Hypothetical Growth since 2025-03-31

Beirne Wealth Consulting Services, LLC's Yearly Returns

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