BW

Beirne Wealth Consulting Services, LLC

13F
Beirne Wealth Consulting Services, LLC
Last update 2024-11-07 103 Stocks (6 new)
Value $285.00 Mil Turnover 12 %
Countries:
Top Holdings: AGG(16.14%)IWD(11.69%)VEA(7.12%)LRGF(6.91%)IVV(4.43%)
Portfolio Report
Summary Stock Picks Current Portfolio
Beirne Wealth Consulting Servi... Top Holdings of 2024-09-30 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
453,799
45958.210
+56.96%
16.140
+5.86%
0.040
-2.28%
-1.42%
118827.676
 
IWD 		iShares Russell 1000 Value ETF
175,393
33293.660
+16.70%
11.690
+1.67%
0.060
+9.33%
+18.35%
61330.005
 
VEA 		Vanguard FTSE Developed Markets ETF
383,950
20276.430
-2.50%
7.120
-0.20%
0.010
-1.24%
+2.52%
134443.571
 
LRGF 		iShares U.S. Equity Factor ETF
335,027
19690.660
-6.50%
6.910
-0.52%
0.890
+11.42%
+28.13%
2318.041
 
IVV 		iShares Core S&P 500 ETF
21,860
12621.510
-8.76%
4.430
-0.46%
0.000
+10.21%
+25.77%
567171.047
 
IEMG 		iShares Core MSCI Emerging Markets ETF
141,324
8114.510
+0.51%
2.850
+0.01%
0.010
+1.04%
+6.79%
80245.975
 
IEF 		iShares 7-10 Year Treasury Bond ETF
79,961
7847.080
+99.33%
2.760
+1.38%
0.020
-4.01%
-3.04%
32952.483
 
VB 		Vanguard Small Cap ETF
32,052
7626.000
+25.33%
2.680
+0.54%
0.010
+14.68%
+19.31%
59093.567
 
VO 		Vanguard Mid-Cap ETF
28,002
7388.130
+26.93%
2.590
+0.55%
0.010
+13.01%
+19.62%
66779.473
 
VWO 		Vanguard FTSE Emerging Markets ETF
137,292
6569.460
-9.37%
2.310
-0.25%
0.010
+3.25%
+10.71%
75842.211
 

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
AGG 		iShares Core U.S. Aggregate Bond ETF2024-09-30Add
+5.86%
●
96.25 ($99.77) 101.98
$97.72
-2.05%
Add 56.96%
453,799
164,680
IWD 		iShares Russell 1000 Value ETF2024-09-30Add
+1.67%
●
173.36 ($182.18) 189.8
$195.60
7.37%
Add 16.7%
175,393
25,101
IEF 		iShares 7-10 Year Treasury Bond ETF2024-09-30Add
+1.38%
●
92.67 ($96.67) 99.14
$93.30
-3.49%
Add 99.33%
79,961
39,846
ACWI 		iShares MSCI ACWI Index Fund2024-09-30Reduce
-1.22%
●
107.24 ($114.58) 119.84
$120.61
5.26%
Reduce -36.96%
45,857
-26,886
VO 		Vanguard Mid-Cap ETF2024-09-30Add
+0.55%
●
237.84 ($251.14) 263.83
$278.05
10.72%
Add 26.93%
28,002
5,941
VB 		Vanguard Small Cap ETF2024-09-30Add
+0.54%
●
214.77 ($227.22) 237.72
$254.41
11.97%
Add 25.33%
32,052
6,478
LRGF 		iShares U.S. Equity Factor ETF2024-09-30Reduce
-0.52%
●
52.89 ($56.61) 58.77
$61.89
9.33%
Reduce -6.5%
335,027
-23,283
IVV 		iShares Core S&P 500 ETF2024-09-30Reduce
-0.46%
●
520.18 ($556.01) 576.82
$601.36
8.16%
Reduce -8.76%
21,860
-2,099
SMLF 		iShares U.S. Small-Cap Equity Factor ETF2024-09-30Add
+0.44%
●
60.1 ($63.59) 66.69
$72.04
13.29%
Add 42.47%
62,683
18,687
IWF 		iShares Russell 1000 Growth ETF2024-09-30Reduce
-0.42%
●
332.02 ($362.65) 382.76
$400.22
10.36%
Reduce -30.19%
6,607
-2,857

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

To

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

Top Ranked Articles

  • 1

Beirne Wealth Consulting Services, LLC's Hypothetical Growth since 2024-09-30

Beirne Wealth Consulting Services, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Beirne Wealth Consulting Services, LLC's Holdings Heat Map

Size field:

Beirne Wealth Consulting Services, LLC's Holdings Bubble Chart

Beirne Wealth Consulting Services, LLC News

  • 1

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