Beirne Wealth Consulting Services, LLC Top Holdings and 13F Report (2025) About Beirne Wealth Consulting Services, LLCInvestment ActivityBeirne Wealth Consulting Services, LLC has $308.36 million in total holdings as of June 30, 2025.Beirne Wealth Consulting Services, LLC owns shares of 103 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 15.19% of the portfolio was purchased this quarter.About 12.39% of the portfolio was sold this quarter.This quarter, Beirne Wealth Consulting Services, LLC has purchased 102 new stocks and bought additional shares in 42 stocks.Beirne Wealth Consulting Services, LLC sold shares of 22 stocks and completely divested from 4 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $33,100,402Vanguard FTSE Developed Markets ETF $23,641,497iShares Core S&P 500 ETF $20,338,022iShares Russell 1000 Value ETF $19,718,244iShares U.S. Equity Factor ETF $19,593,702 Largest New Holdings this Quarter 097023105 - Boeing $318,067 Holding88160R101 - Tesla $242,375 Holding617446448 - Morgan Stanley $228,052 Holding06849F108 - BARRICK MNG CORP $215,820 Holding82575P107 - Sibanye Gold $111,714 Holding Largest Purchases this Quarter Vanguard Growth ETF 21,200 shares (about $9.31M)iShares Russell 1000 Growth ETF 19,528 shares (about $8.29M)iShares Core S&P 500 ETF 11,090 shares (about $6.89M)iShares Core MSCI EAFE ETF 50,467 shares (about $4.21M)iShares Core S&P Small-Cap ETF 22,532 shares (about $2.46M) Largest Sales this Quarter iShares Russell 1000 Value ETF 75,644 shares (about $14.70M)iShares Core U.S. Aggregate Bond ETF 127,918 shares (about $12.69M)iShares 7-10 Year Treasury Bond ETF 31,242 shares (about $2.99M)iShares MSCI EAFE Value ETF 34,276 shares (about $2.18M)iShares U.S. Equity Factor ETF 30,990 shares (about $1.99M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBeirne Wealth Consulting Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$33,100,402$12,690,128 ▼-27.7%333,65610.7%FinanceVEAVanguard FTSE Developed Markets ETF$23,641,497$1,326,054 ▲5.9%414,6907.7%ETFIVViShares Core S&P 500 ETF$20,338,022$6,890,559 ▲51.2%32,7336.6%ETFIWDiShares Russell 1000 Value ETF$19,718,244$14,695,674 ▼-42.7%101,4976.4%ETFLRGFiShares U.S. Equity Factor ETF$19,593,702$1,987,525 ▼-9.2%305,5106.4%ETFVUGVanguard Growth ETF$14,057,582$9,305,006 ▲195.8%32,0284.6%ETFIWFiShares Russell 1000 Growth ETF$11,101,519$8,292,169 ▲295.2%26,1443.6%ETFVOVanguard Mid-Cap ETF$10,040,846$2,106,884 ▲26.6%35,7433.3%ETFVBVanguard Small-Cap ETF$9,578,939$1,874,890 ▲24.3%40,2853.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$9,093,351$405,256 ▲4.7%151,4602.9%ETFIEFAiShares Core MSCI EAFE ETF$9,009,142$4,213,835 ▲87.9%107,8982.9%ETFVWOVanguard FTSE Emerging Markets ETF$6,978,621$19,933 ▲0.3%141,0952.3%ETFACWIiShares MSCI ACWI ETF$6,688,437$607,946 ▲10.0%52,0052.2%ManufacturingIJHiShares Core S&P Mid-Cap ETF$6,093,019$1,827,682 ▲42.8%98,2222.0%ETFIJRiShares Core S&P Small-Cap ETF$5,708,984$2,463,514 ▲75.9%52,2161.9%ETFFLOTiShares Floating Rate Bond ETF$5,472,291$287,913 ▲5.6%107,2361.8%ETFEEMiShares MSCI Emerging Markets ETF$5,192,408$35,313 ▼-0.7%107,6331.7%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$4,768,508$756,659 ▲18.9%59,1071.5%ETFIEFiShares 7-10 Year Treasury Bond ETF$4,763,183$2,992,807 ▼-38.6%49,7231.5%ETFMSFTMicrosoft$4,583,205$15,420 ▲0.3%9,2141.5%Computer and TechnologyGDXVanEck Gold Miners ETF$4,311,779$321,998 ▼-6.9%82,8081.4%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$4,222,231$221,196 ▲5.5%62,1131.4%ETFINTFiShares International Equity Factor ETF$3,705,712$85,898 ▲2.4%108,2401.2%ETFTLTiShares 20+ Year Treasury Bond ETF$3,672,228$16,243 ▼-0.4%41,5981.2%ETFAAPLApple$3,465,324$65,654 ▼-1.9%16,8901.1%Computer and TechnologyVOOVanguard S&P 500 ETF$3,336,921$1,709,488 ▲105.0%5,8561.1%ETFEFViShares MSCI EAFE Value ETF$2,756,896$2,176,711 ▼-44.1%43,4120.9%ETFAPOApollo Global Management$2,411,472$1,419 ▲0.1%16,9970.8%FinanceCCJCameco$2,266,0950.0%30,5280.7%Basic MaterialsAMZNAmazon.com$2,198,946$26,327 ▼-1.2%10,0230.7%Retail/WholesaleGDXJVanEck Junior Gold Miners ETF$2,099,456$162,604 ▼-7.2%31,0520.7%ETFEMGFiShares Emerging Markets Equity Factor ETF$2,070,830$127,235 ▲6.5%39,7450.7%ETFIWMiShares Russell 2000 ETF$2,060,615$1,599,799 ▲347.2%9,5470.7%FinanceEFAiShares MSCI EAFE ETF$1,723,500$841,901 ▲95.5%19,2760.6%FinanceAMZAInfraCap MLP ETF$1,655,362$8,583 ▲0.5%38,1870.5%ETFGLDSPDR Gold Shares$1,620,4780.0%5,3160.5%FinanceCOOPMr. Cooper Group$1,566,7050.0%10,5000.5%FinanceGBFiShares Government/Credit Bond ETF$1,412,120$9,088 ▲0.6%13,5190.5%ETFALTAltimmune$1,325,313$185,760 ▲16.3%342,4580.4%MedicalWPMWheaton Precious Metals$1,258,631$539 ▲0.0%14,0150.4%Basic MaterialsXOMExxon Mobil$1,167,4200.0%10,8290.4%EnergyAEMAgnico Eagle Mines$1,156,251$1,903 ▲0.2%9,7220.4%Basic MaterialsAMLPAlerian MLP ETF$1,143,533$116,190 ▼-9.2%23,4040.4%ETFNVDANVIDIA$981,664$39,507 ▲4.2%6,2120.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$916,8990.0%1,4790.3%FinanceVNQVanguard Real Estate ETF$913,344$1,619,163 ▼-63.9%10,2370.3%ETFGOOGLAlphabet$881,149$14,098 ▼-1.6%5,0000.3%Computer and TechnologyMAGMAG Silver$865,686$3,571 ▲0.4%40,9690.3%Basic MaterialsCVXChevron$831,2190.0%5,8050.3%EnergyIUSViShares Core S&P U.S. Value ETF$809,481$78,184 ▼-8.8%8,5520.3%ManufacturingPAASPan American Silver$807,115$880 ▲0.1%28,4190.3%Basic MaterialsIJJiShares S&P Mid-Cap 400 Value ETF$789,182$45,477 ▼-5.4%6,3860.3%ETFAMGNAmgen$773,9710.0%2,7720.3%MedicalGOOGAlphabet$710,079$30,163 ▲4.4%4,0020.2%Computer and TechnologyENVXEnovix$692,780$103,400 ▲17.5%67,0000.2%EnergyDEDeere & Company$640,1880.0%1,2550.2%IndustrialsSTRSitio Royalties$609,410$11,304 ▲1.9%33,1560.2%EnergyJPMJPMorgan Chase & Co.$587,6480.0%2,0270.2%FinanceJHMLJohn Hancock Multifactor Large Cap ETF$557,978$18,927 ▼-3.3%7,6060.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$557,843$101,323 ▲22.2%9800.2%ETFVVisa$545,0020.0%1,5350.2%Business ServicesGSThe Goldman Sachs Group$523,185$2,124 ▲0.4%7390.2%FinanceORCLOracle$521,8700.0%2,3870.2%Computer and TechnologyBACBank of America$519,045$615 ▲0.1%10,9680.2%FinanceBRK.BBerkshire Hathaway$499,8580.0%1,0290.2%FinanceIWBiShares Russell 1000 ETF$499,037$147,775 ▲42.1%1,4690.2%ETFSHYiShares 1-3 Year Treasury Bond ETF$487,6310.0%5,8850.2%ManufacturingSHYGiShares 0-5 Year High Yield Corporate Bond ETF$441,499$73,562 ▲20.0%10,2330.1%ETFEQXEquinox Gold$431,2500.0%75,0000.1%Basic MaterialsNEARiShares Short Duration Bond Active ETF$422,233$23,000 ▲5.8%8,2610.1%ETFGLWCorning$417,025$2,209 ▲0.5%7,9290.1%Computer and TechnologyBKBank of New York Mellon$401,3400.0%4,4050.1%FinanceCCitigroup$369,3350.0%4,3390.1%Financial ServicesIXUSiShares Core MSCI Total International Stock ETF$366,447$36,196 ▼-9.0%4,7380.1%ManufacturingHONHoneywell International$361,1970.0%1,5510.1%Multi-Sector ConglomeratesTDWTidewater$345,9750.0%7,5000.1%EnergyBABoeing$318,067$318,067 ▲New Holding1,5180.1%AerospaceSGDMSprott Gold Miners ETF$316,6800.0%7,0000.1%ETFVTVVanguard Value ETF$308,6710.0%1,7370.1%ETFCOPConocoPhillips$305,0260.0%3,3990.1%EnergyDUKDuke Energy$299,607$826 ▲0.3%2,5390.1%UtilitiesFIVAFidelity International Value Factor ETF$290,653$275,481 ▼-48.7%9,9040.1%ETFNEMNewmont$261,937$22,780 ▼-8.0%4,4960.1%Basic MaterialsESEversource Energy$261,004$6,045 ▼-2.3%4,1020.1%UtilitiesRIGTransocean$259,104$49 ▼0.0%100,0400.1%EnergyUGIUGI$258,4490.0%7,0240.1%UtilitiesXLKTechnology Select Sector SPDR Fund$252,2340.0%9960.1%ETFTSLATesla$242,375$242,375 ▲New Holding7630.1%Auto/Tires/TrucksMCKMcKesson$238,7660.0%3250.1%MedicalLLYEli Lilly and Company$229,1820.0%2940.1%MedicalMSMorgan Stanley$228,052$228,052 ▲New Holding1,6190.1%FinanceAPDAir Products and Chemicals$225,6480.0%8000.1%Basic MaterialsMAMastercard$224,7760.0%4000.1%Business ServicesUAMYUnited States Antimony$218,0000.0%100,0000.1%Basic MaterialsABBVAbbVie$217,9180.0%1,1740.1%MedicalBARRICK MNG CORP$215,820$215,820 ▲New Holding10,3660.1%COM SHSPSXPhillips 66$202,8100.0%1,7000.1%EnergyDRRXDURECT$199,549$11,307 ▲6.0%314,1500.1%MedicalMUXMcEwen$192,2000.0%20,0000.1%Basic MaterialsNXENexGen Energy$173,5000.0%25,0000.1%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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