Beirne Wealth Consulting Services, LLC Top Holdings and 13F Report (2025) About Beirne Wealth Consulting Services, LLCInvestment ActivityBeirne Wealth Consulting Services, LLC has $280.72 million in total holdings as of March 31, 2025.Beirne Wealth Consulting Services, LLC owns shares of 102 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 1.59% of the portfolio was purchased this quarter.About 0.92% of the portfolio was sold this quarter.This quarter, Beirne Wealth Consulting Services, LLC has purchased 98 new stocks and bought additional shares in 42 stocks.Beirne Wealth Consulting Services, LLC sold shares of 24 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $45,661,082iShares Russell 1000 Value ETF $33,335,203Vanguard FTSE Developed Markets ETF $19,896,392iShares U.S. Equity Factor ETF $19,477,826iShares Core S&P 500 ETF $12,173,602 Largest New Holdings this Quarter 172967424 - Citigroup $308,026 Holding85210B102 - Sprott Gold Miners ETF $265,580 Holding651639106 - Newmont $235,944 Holding58155Q103 - McKesson $219,071 Holding718546104 - Phillips 66 $209,916 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 4,842 shares (about $478.99K)NVIDIA 3,430 shares (about $371.84K)Amazon.com 1,667 shares (about $317.16K)Citigroup 4,339 shares (about $308.03K)Sprott Gold Miners ETF 7,000 shares (about $265.58K) Largest Sales this Quarter iShares Russell 2000 ETF 4,694 shares (about $937.32K)Mr. Cooper Group 4,000 shares (about $478.40K)iShares U.S. Small Cap Equity Factor ETF 4,557 shares (about $283.36K)SPDR S&P 500 ETF Trust 250 shares (about $140.35K)iShares Government/Credit Bond ETF 896 shares (about $93.32K) 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$45,661,082$478,994 ▲1.1%461,57416.3%FinanceIWDiShares Russell 1000 Value ETF$33,335,203$153,747 ▲0.5%177,14111.9%ETFVEAVanguard FTSE Developed Markets ETF$19,896,392$91,291 ▲0.5%391,4307.1%ETFLRGFiShares U.S. Equity Factor ETF$19,477,826$60,373 ▼-0.3%336,5006.9%ETFIVViShares Core S&P 500 ETF$12,173,602$44,435 ▼-0.4%21,6434.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$7,811,008$26,233 ▲0.3%144,7102.8%ETFIEFiShares 7-10 Year Treasury Bond ETF$7,723,195$63,911 ▲0.8%80,9652.8%ETFVOVanguard Mid-Cap ETF$7,304,744$32,847 ▲0.5%28,2432.6%ETFVBVanguard Small-Cap ETF$7,185,126$29,494 ▲0.4%32,4002.6%ETFVWOVanguard FTSE Emerging Markets ETF$6,367,729$6,427 ▲0.1%140,6922.3%ETFACWIiShares MSCI ACWI ETF$5,502,980$24,676 ▲0.5%47,2782.0%ManufacturingFLOTiShares Floating Rate Bond ETF$5,187,399$67,553 ▲1.3%101,5941.8%ETFEEMiShares MSCI Emerging Markets ETF$4,735,735$5,288 ▼-0.1%108,3651.7%FinanceEFViShares MSCI EAFE Value ETF$4,580,047$41,681 ▲0.9%77,6881.6%ETFIEFAiShares Core MSCI EAFE ETF$4,346,541$43,820 ▲1.0%57,4311.5%ETFGDXVanEck Gold Miners ETF$4,091,633$209,244 ▲5.4%88,9921.5%ETFVUGVanguard Growth ETF$4,015,535$4,821 ▲0.1%10,8281.4%ETFIJHiShares Core S&P Mid-Cap ETF$4,013,254$27,374 ▲0.7%68,7591.4%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$3,924,682$48,932 ▲1.3%49,7281.4%ETFAAPLApple$3,822,858$164,598 ▲4.5%17,2101.4%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$3,804,413$47,166 ▲1.3%41,7821.4%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$3,659,954$283,362 ▼-7.2%58,8591.3%ETFMSFTMicrosoft$3,447,253$81,461 ▲2.4%9,1831.2%Computer and TechnologyINTFiShares International Equity Factor ETF$3,261,318$30,568 ▲0.9%105,7311.2%ETFIJRiShares Core S&P Small-Cap ETF$3,106,596$5,965 ▼-0.2%29,6841.1%ETFVNQVanguard Real Estate ETF$2,571,605$13,499 ▲0.5%28,3850.9%ETFIWFiShares Russell 1000 Growth ETF$2,389,626$722 ▲0.0%6,6160.9%ETFAPOApollo Global Management$2,326,220$14,927 ▲0.6%16,9870.8%FinanceAMZNAmazon.com$1,929,806$317,163 ▲19.7%10,1430.7%Retail/WholesaleGDXJVanEck Junior Gold Miners ETF$1,914,260$87,711 ▲4.8%33,4570.7%ETFAMZAInfraCap MLP ETF$1,804,912$15,584 ▲0.9%37,9890.6%ETFEMGFiShares Emerging Markets Equity Factor ETF$1,746,044$11,000 ▲0.6%37,3030.6%ETFGLDSPDR Gold Shares$1,531,752$57,628 ▼-3.6%5,3160.5%FinanceALTAltimmune$1,472,2910.0%294,4580.5%MedicalVOOVanguard S&P 500 ETF$1,468,017$4,626 ▲0.3%2,8560.5%ETFGBFiShares Government/Credit Bond ETF$1,398,986$93,321 ▼-6.3%13,4320.5%ETFAMLPAlerian MLP ETF$1,339,139$189,428 ▲16.5%25,7820.5%ETFXOMExxon Mobil$1,287,9510.0%10,8290.5%EnergyCCJCameco$1,256,5330.0%30,5280.4%Basic MaterialsCOOPMr. Cooper Group$1,255,800$478,400 ▼-27.6%10,5000.4%FinanceWPMWheaton Precious Metals$1,087,5810.0%14,0090.4%Basic MaterialsAEMAgnico Eagle Mines$1,052,233$2,060 ▲0.2%9,7060.4%Basic MaterialsCVXChevron$971,1180.0%5,8050.3%EnergyIUSViShares Core S&P U.S. Value ETF$865,611$30,552 ▼-3.4%9,3780.3%ManufacturingAMGNAmgen$863,6170.0%2,7720.3%MedicalSPYSPDR S&P 500 ETF Trust$830,293$140,347 ▼-14.5%1,4790.3%FinanceIJJiShares S&P Mid-Cap 400 Value ETF$808,657$139,725 ▲20.9%6,7540.3%ETFEFAiShares MSCI EAFE ETF$806,318$31,402 ▲4.1%9,8600.3%FinanceGOOGLAlphabet$785,571$176,290 ▲28.9%5,0800.3%Computer and TechnologyPAASPan American Silver$733,277$775 ▲0.1%28,3880.3%Basic MaterialsSTRSitio Royalties$646,596$41,966 ▲6.9%32,5410.2%EnergyNVDANVIDIA$646,333$371,842 ▲135.5%5,9620.2%Computer and TechnologyMAGMAG Silver$623,424$15,280 ▼-2.4%40,8000.2%Basic MaterialsGOOGAlphabet$598,723$156 ▲0.0%3,8320.2%Computer and TechnologyDEDeere & Company$591,0680.0%1,2550.2%IndustrialsBRK.BBerkshire Hathaway$548,0250.0%1,0290.2%FinanceVVisa$537,9560.0%1,5350.2%Business ServicesJHMLJohn Hancock Multifactor Large Cap ETF$530,221$4,450 ▼-0.8%7,8640.2%ETFEQXEquinox Gold$516,000$6,880 ▼-1.3%75,0000.2%Basic MaterialsFIVAFidelity International Value Factor ETF$514,152$15,592 ▼-2.9%19,2910.2%ETFJPMJPMorgan Chase & Co.$497,2230.0%2,0270.2%FinanceSHYiShares 1-3 Year Treasury Bond ETF$486,8660.0%5,8850.2%ManufacturingBACBank of America$457,184$42,067 ▲10.1%10,9550.2%FinanceMDYSPDR S&P MidCap 400 ETF Trust$429,639$14,464 ▼-3.3%8020.2%ETFIWMiShares Russell 2000 ETF$426,329$937,325 ▼-68.7%2,1350.2%FinanceENVXEnovix$418,3800.0%57,0000.1%EnergyGSThe Goldman Sachs Group$402,362$1,640 ▲0.4%7360.1%FinanceNEARiShares Short Duration Bond Active ETF$397,442$8,904 ▼-2.2%7,8110.1%ETFBKBank of New York Mellon$369,4470.0%4,4050.1%FinanceIXUSiShares Core MSCI Total International Stock ETF$363,660$11,456 ▼-3.1%5,2060.1%ManufacturingSHYGiShares 0-5 Year High Yield Corporate Bond ETF$362,660$6,804 ▼-1.8%8,5280.1%ETFGLWCorning$361,068$2,152 ▲0.6%7,8870.1%Computer and TechnologyCOPConocoPhillips$356,9630.0%3,3990.1%EnergyORCLOracle$333,7250.0%2,3870.1%Computer and TechnologyHONHoneywell International$328,4250.0%1,5510.1%Multi-Sector ConglomeratesIWBiShares Russell 1000 ETF$317,345$4,297 ▼-1.3%1,0340.1%ETFRIGTransocean$317,1870.0%100,0590.1%EnergyTDWTidewater$317,0250.0%7,5000.1%EnergyDUKDuke Energy$308,864$854 ▲0.3%2,5320.1%UtilitiesCCitigroup$308,026$308,026 ▲New Holding4,3390.1%FinanceVTVVanguard Value ETF$300,0490.0%1,7370.1%ETFREZiShares Residential and Multisector Real Estate ETF$273,077$1,124 ▲0.4%3,1590.1%ETFSGDMSprott Gold Miners ETF$265,580$265,580 ▲New Holding7,0000.1%ETFESEversource Energy$260,715$2,795 ▼-1.1%4,1970.1%UtilitiesABBVAbbVie$245,9760.0%1,1740.1%MedicalLLYEli Lilly and Company$242,8170.0%2940.1%MedicalDRRXDURECT$237,674$23,679 ▼-9.1%296,3500.1%MedicalNEMNewmont$235,944$235,944 ▲New Holding4,8870.1%Basic MaterialsAPDAir Products and Chemicals$235,9360.0%8000.1%Basic MaterialsUGIUGI$234,918$16,723 ▼-6.6%7,0240.1%UtilitiesUAMYUnited States Antimony$220,0000.0%100,0000.1%Basic MaterialsQCOMQUALCOMM$219,6630.0%1,4300.1%Computer and TechnologyMAMastercard$219,2480.0%4000.1%Business ServicesMCKMcKesson$219,071$219,071 ▲New Holding3250.1%MedicalPSXPhillips 66$209,916$209,916 ▲New Holding1,7000.1%EnergyBARRICK GOLD CORP$206,6080.0%10,6280.1%COMXLKTechnology Select Sector SPDR Fund$205,6680.0%9960.1%ETFMUXMcEwen Mining$151,0000.0%20,0000.1%Basic MaterialsNXENexGen Energy$112,2500.0%25,0000.0%Basic MaterialsAGLagilon health$93,095$93,095 ▲New Holding21,5000.0%MedicalShowing 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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