BW
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Beirne Wealth Consulting Services, LLC13F | |
| Beirne Wealth Consulting Services, LLC | |
| Last update 2025-05-01 | 102 Stocks (6 new) |
| Value $281.00 Mil | Turnover 2 % |
Beirne Wealth Consulting Servi... Top Holdings of 2025-03-31
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| 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
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| 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)
Beirne Wealth Consulting Services, LLC's Asset Allocation
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
| Year | Portfolio % | % | Excess Gain % |
|---|
Beirne Wealth Consulting Services, LLC's Holdings Heat Map
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Beirne Wealth Consulting Services, LLC's Holdings Bubble Chart
Beirne Wealth Consulting Services, LLC News
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