$202 Million is the total value of Beirne Wealth Consulting Services, LLC's 162 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 25.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Sell | ISHARES TRcore s&p500 etf | $17,962,000 | +11.4% | 47,849 | -0.3% | 8.89% | -5.6% |
| LRGF | Sell | ISHARES TRmsci usa multift | $16,520,000 | +13.5% | 438,553 | -0.0% | 8.17% | -3.9% |
| AGG | Sell | ISHARES TRcore us aggbd et | $14,159,000 | -3.5% | 119,801 | -3.6% | 7.00% | -18.2% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $11,640,000 | +43.7% | 85,133 | +24.2% | 5.76% | +21.8% |
| ACWI | Buy | ISHARES TRmsci acwi etf | $9,729,000 | +24.5% | 107,246 | +9.7% | 4.81% | +5.5% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $6,213,000 | +35.4% | 71,174 | +30.1% | 3.07% | +14.7% |
| MSFT | Buy | MICROSOFT CORP | $5,785,000 | +9.3% | 26,010 | +3.3% | 2.86% | -7.4% |
| ARKK | Sell | ARK ETF TRinnovation etf | $5,280,000 | +12.7% | 42,412 | -16.7% | 2.61% | -4.5% |
| DRRX | Buy | DURECT CORP | $4,623,000 | +26.3% | 2,233,235 | +4.3% | 2.29% | +7.0% |
| INTF | Buy | ISHARES TRmsci intl multft | $4,188,000 | +15.5% | 154,081 | +3.3% | 2.07% | -2.1% |
| AMZN | Buy | AMAZON COM INC | $4,055,000 | +5.4% | 1,245 | +1.9% | 2.01% | -10.7% |
| AAPL | Buy | APPLE INC | $3,873,000 | +27.1% | 29,190 | +10.9% | 1.92% | +7.7% |
| IEFA | Buy | ISHARES TRcore msci eafe | $3,548,000 | +77.6% | 51,351 | +54.9% | 1.76% | +50.5% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $3,332,000 | +15.5% | 1,902 | -3.2% | 1.65% | -2.2% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $2,860,000 | -0.6% | 56,387 | -0.6% | 1.42% | -15.8% |
| SMLF | Sell | ISHARES TRmsci usa sml cp | $2,759,000 | +21.5% | 60,299 | -1.0% | 1.36% | +2.9% |
| PAAS | Buy | PAN AMERN SILVER CORP | $2,496,000 | +7.4% | 72,317 | +0.0% | 1.24% | -9.0% |
| FB | Buy | FACEBOOK INCcl a | $2,475,000 | +4.6% | 9,062 | +0.3% | 1.22% | -11.4% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $2,276,000 | +80.9% | 11,610 | +38.2% | 1.13% | +53.4% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $2,167,000 | +12.2% | 41,347 | -1.0% | 1.07% | -4.9% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $2,055,000 | +10.8% | 8,522 | -0.3% | 1.02% | -6.0% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $1,848,000 | +41.8% | 21,760 | +31.8% | 0.91% | +20.1% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,568,000 | +12.8% | 4,472 | +0.3% | 0.78% | -4.3% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,554,000 | +8.5% | 6,704 | -0.3% | 0.77% | -8.0% |
| IEMG | Buy | ISHARES INCcore msci emkt | $1,532,000 | +86.8% | 24,702 | +59.1% | 0.76% | +58.2% |
| PYPL | Sell | PAYPAL HLDGS INC | $1,338,000 | +15.9% | 5,713 | -2.5% | 0.66% | -1.8% |
| MAR | Sell | MARRIOTT INTL INC NEWcl a | $1,328,000 | +42.2% | 10,064 | -0.2% | 0.66% | +20.6% |
| GS | Buy | GOLDMAN SACHS GROUP INC | $1,321,000 | +32.0% | 5,010 | +0.6% | 0.65% | +12.0% |
| IJR | New | ISHARES TRcore s&p scp etf | $1,291,000 | – | 14,045 | +100.0% | 0.64% | – |
| C | Sell | CITIGROUP INC | $1,275,000 | +38.7% | 20,671 | -3.0% | 0.63% | +17.5% |
| AON | Sell | AON PLC | $1,262,000 | +2.2% | 5,973 | -0.2% | 0.62% | -13.5% |
| EMGF | Buy | ISHARES INCmsci emerg mkt | $1,255,000 | +100.8% | 25,544 | +79.2% | 0.62% | +70.1% |
| GLD | Sell | SPDR GOLD TR | $1,209,000 | -58.2% | 6,777 | -58.5% | 0.60% | -64.6% |
| NFLX | Buy | NETFLIX INC | $1,206,000 | +24.6% | 2,230 | +15.2% | 0.60% | +5.7% |
| GE | Buy | GENERAL ELECTRIC CO | $1,202,000 | +81.6% | 111,159 | +4.7% | 0.60% | +54.1% |
| IJH | New | ISHARES TRcore s&p mcp etf | $1,200,000 | – | 5,221 | +100.0% | 0.59% | – |
| MAG | Sell | MAG SILVER CORP | $1,165,000 | +22.8% | 56,750 | -2.8% | 0.58% | +4.0% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $1,126,000 | +23.5% | 13,048 | +92.9% | 0.56% | +4.7% |
| WFC | Sell | WELLS FARGO CO NEW | $1,096,000 | +28.2% | 36,311 | -0.1% | 0.54% | +8.6% |
| LBRDK | Buy | LIBERTY BROADBAND CORP | $1,075,000 | +34.5% | 6,787 | +21.4% | 0.53% | +14.2% |
| ANTM | Sell | ANTHEM INC | $1,058,000 | +12.1% | 3,294 | -6.3% | 0.52% | -5.1% |
| EEM | Sell | ISHARES TRmsci emg mkt etf | $998,000 | +17.1% | 19,320 | -0.0% | 0.49% | -0.6% |
| MS | Sell | MORGAN STANLEY | $968,000 | -30.6% | 14,122 | -51.0% | 0.48% | -41.2% |
| GDXJ | Buy | VANECK VECTORS ETF TRjr gold miners e | $959,000 | -1.7% | 17,679 | +0.2% | 0.47% | -16.8% |
| EQX | Sell | EQUINOX GOLD CORP | $906,000 | -16.5% | 87,600 | -5.4% | 0.45% | -29.2% |
| VEA | Buy | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $904,000 | +86.8% | 19,143 | +61.8% | 0.45% | +58.0% |
| ALT | New | ALTIMMUNE INC | $860,000 | – | 76,225 | +100.0% | 0.42% | – |
| MOS | Buy | MOSAIC CO NEW | $840,000 | +82.2% | 36,519 | +44.8% | 0.42% | +54.6% |
| COOP | MR COOPER GROUP INC | $838,000 | +39.0% | 27,000 | 0.0% | 0.42% | +17.9% | |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $812,000 | +23.8% | 2,162 | +10.9% | 0.40% | +5.0% |
| PSTG | New | PURE STORAGE INCcl a | $788,000 | – | 34,850 | +100.0% | 0.39% | – |
| V | Buy | VISA INC | $770,000 | +10.6% | 3,522 | +1.2% | 0.38% | -6.2% |
| HLT | HILTON WORLDWIDE HLDGS INC | $727,000 | +30.3% | 6,536 | 0.0% | 0.36% | +10.4% | |
| BAC | Buy | BK OF AMERICA CORP | $711,000 | +26.5% | 23,464 | +0.6% | 0.35% | +7.3% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $708,000 | +19.2% | 404 | -0.2% | 0.35% | +0.9% |
| DIS | Sell | DISNEY WALT CO | $704,000 | +30.9% | 3,885 | -10.3% | 0.35% | +10.8% |
| AMGN | Sell | AMGEN INC | $698,000 | -12.6% | 3,034 | -3.5% | 0.34% | -26.0% |
| CVX | Buy | CHEVRON CORP NEW | $696,000 | +24.7% | 8,244 | +6.4% | 0.34% | +5.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $694,000 | +0.1% | 11,806 | +1.3% | 0.34% | -15.3% |
| T | Sell | AT&T INC | $683,000 | -9.1% | 23,758 | -9.8% | 0.34% | -22.8% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $671,000 | +135.4% | 13,398 | +103.2% | 0.33% | +100.0% |
| HON | Buy | HONEYWELL INTL INC | $655,000 | +29.2% | 3,082 | +0.1% | 0.32% | +9.5% |
| PWB | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $628,000 | +9.0% | 9,300 | 0.0% | 0.31% | -7.4% | |
| JNJ | Buy | JOHNSON & JOHNSON | $622,000 | +5.8% | 3,952 | +0.2% | 0.31% | -10.2% |
| GM | Buy | GENERAL MTRS CO | $613,000 | +52.1% | 14,733 | +8.2% | 0.30% | +28.9% |
| HD | Buy | HOME DEPOT INC | $600,000 | -2.6% | 2,257 | +1.8% | 0.30% | -17.5% |
| JPM | Buy | JPMORGAN CHASE & CO | $566,000 | +50.9% | 4,456 | +14.4% | 0.28% | +27.9% |
| QQQ | INVESCO QQQ TRunit ser 1 | $560,000 | +12.7% | 1,786 | 0.0% | 0.28% | -4.5% | |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $555,000 | +71.8% | 4,265 | +53.9% | 0.28% | +45.5% |
| EXAS | Buy | EXACT SCIENCES CORP | $541,000 | +30.7% | 4,082 | +0.4% | 0.27% | +10.7% |
| WPM | Buy | WHEATON PRECIOUS METALS CORP | $539,000 | -7.7% | 12,905 | +8.4% | 0.27% | -21.7% |
| GDX | Buy | VANECK VECTORS ETF TRgold miners etf | $528,000 | -7.9% | 14,666 | +0.2% | 0.26% | -22.1% |
| ES | EVERSOURCE ENERGY | $526,000 | +3.5% | 6,084 | 0.0% | 0.26% | -12.5% | |
| CSCO | Sell | CISCO SYS INC | $516,000 | +9.8% | 11,533 | -3.3% | 0.26% | -6.9% |
| HRTX | HERON THERAPEUTICS INC | $476,000 | +42.9% | 22,500 | 0.0% | 0.24% | +21.1% | |
| XOM | Sell | EXXON MOBIL CORP | $476,000 | +19.9% | 11,556 | -0.2% | 0.24% | +1.3% |
| TRGP | Sell | TARGA RES CORP | $475,000 | +87.0% | 18,025 | -0.3% | 0.24% | +58.8% |
| KL | KIRKLAND LAKE GOLD LTD | $468,000 | -15.2% | 11,300 | 0.0% | 0.23% | -28.0% | |
| QCOM | Buy | QUALCOMM INC | $467,000 | +71.7% | 3,068 | +32.9% | 0.23% | +45.3% |
| JD | Sell | JD.COM INCspon adr cl a | $450,000 | -83.0% | 5,123 | -85.0% | 0.22% | -85.6% |
| AEM | Sell | AGNICO EAGLE MINES LTD | $450,000 | -11.9% | 6,389 | -0.4% | 0.22% | -25.2% |
| PEP | Buy | PEPSICO INC | $431,000 | +7.8% | 2,889 | +0.2% | 0.21% | -9.0% |
| NKE | Buy | NIKE INCcl b | $429,000 | +13.2% | 3,031 | +0.5% | 0.21% | -4.1% |
| NVDA | Buy | NVIDIA CORPORATION | $427,000 | -2.1% | 817 | +1.4% | 0.21% | -17.3% |
| MDT | Sell | MEDTRONIC PLC | $409,000 | +10.8% | 3,471 | -1.7% | 0.20% | -6.0% |
| SPCE | Buy | VIRGIN GALACTIC HOLDINGS INC | $403,000 | +39.9% | 17,000 | +13.3% | 0.20% | +18.5% |
| FCX | New | FREEPORT-MCMORAN INCcl b | $399,000 | – | 15,340 | +100.0% | 0.20% | – |
| ETSY | Sell | ETSY INC | $394,000 | +38.7% | 2,212 | -5.1% | 0.20% | +17.5% |
| DE | Buy | DEERE & CO | $392,000 | +21.7% | 1,453 | +0.2% | 0.19% | +3.2% |
| DISH | DISH NETWORK CORPORATIONcl a | $389,000 | +11.5% | 12,025 | 0.0% | 0.19% | -5.9% | |
| UNP | Sell | UNION PAC CORP | $377,000 | +5.0% | 1,808 | -0.8% | 0.19% | -11.0% |
| VB | Buy | VANGUARD INDEX FDSsmall cp etf | $372,000 | +27.0% | 1,910 | +0.3% | 0.18% | +7.6% |
| INFY | Sell | INFOSYS LTDsponsored adr | $366,000 | -4.4% | 21,608 | -22.2% | 0.18% | -19.2% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $352,000 | +15.8% | 3,621 | +14.1% | 0.17% | -1.7% |
| PG | Sell | PROCTER AND GAMBLE CO | $348,000 | -0.3% | 2,504 | -0.3% | 0.17% | -15.7% |
| LYB | LYONDELLBASELL INDUSTRIES N | $343,000 | +29.9% | 3,740 | 0.0% | 0.17% | +10.4% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $344,000 | +3.9% | 5,502 | +0.1% | 0.17% | -11.9% |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $341,000 | – | 14,500 | +100.0% | 0.17% | – |
| IGIB | Buy | ISHARES TR | $328,000 | +8.3% | 5,304 | +6.4% | 0.16% | -8.5% |
| MCD | Sell | MCDONALDS CORP | $317,000 | -26.8% | 1,476 | -25.3% | 0.16% | -37.9% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $318,000 | -7.0% | 2,804 | -13.6% | 0.16% | -21.5% |
| SDC | Sell | SMILEDIRECTCLUB INC | $316,000 | -14.1% | 26,500 | -15.9% | 0.16% | -27.4% |
| MBB | Sell | ISHARES TRmbs etf | $313,000 | -7.4% | 2,844 | -7.1% | 0.16% | -21.3% |
| IYJ | Buy | ISHARES TRus industrials | $307,000 | +16.3% | 3,164 | +100.0% | 0.15% | -1.3% |
| COST | Buy | COSTCO WHSL CORP NEW | $306,000 | +23.9% | 811 | +16.7% | 0.15% | +4.9% |
| COF | CAPITAL ONE FINL CORP | $301,000 | +37.4% | 3,048 | 0.0% | 0.15% | +16.4% | |
| MNST | Sell | MONSTER BEVERAGE CORP NEW | $302,000 | +1.7% | 3,266 | -11.9% | 0.15% | -13.9% |
| MRK | Sell | MERCK & CO. INC | $299,000 | -1.6% | 3,624 | -0.5% | 0.15% | -16.4% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $295,000 | +14.3% | 3,238 | +0.3% | 0.15% | -3.3% |
| EWZ | New | ISHARES INCmsci brazil etf | $292,000 | – | 7,875 | +100.0% | 0.14% | – |
| IDXX | Sell | IDEXX LABS INC | $285,000 | +17.3% | 571 | -7.8% | 0.14% | -0.7% |
| ITB | Buy | ISHARES TRus home cons etf | $282,000 | +40.3% | 5,055 | +42.2% | 0.14% | +19.7% |
| TSM | Sell | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $281,000 | +15.2% | 2,569 | -14.1% | 0.14% | -2.1% |
| ZTS | Buy | ZOETIS INCcl a | $281,000 | +4.5% | 1,700 | +4.4% | 0.14% | -11.5% |
| FTNT | Buy | FORTINET INC | $277,000 | +32.5% | 1,865 | +5.4% | 0.14% | +12.3% |
| CCJ | New | CAMECO CORP | $275,000 | – | 20,523 | +100.0% | 0.14% | – |
| VRTX | Buy | VERTEX PHARMACEUTICALS INC | $275,000 | -3.5% | 1,163 | +11.0% | 0.14% | -18.1% |
| DHR | Sell | DANAHER CORPORATION | $269,000 | +2.7% | 1,209 | -0.5% | 0.13% | -13.1% |
| AER | New | AERCAP HOLDINGS NV | $265,000 | – | 5,821 | +100.0% | 0.13% | – |
| DLB | New | DOLBY LABORATORIES INC | $263,000 | – | 2,703 | +100.0% | 0.13% | – |
| DKNG | New | DRAFTKINGS INC | $261,000 | – | 5,600 | +100.0% | 0.13% | – |
| ISRG | INTUITIVE SURGICAL INC | $255,000 | +15.4% | 312 | 0.0% | 0.13% | -2.3% | |
| RYT | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $254,000 | – | 1,000 | +100.0% | 0.13% | – |
| DUK | Buy | DUKE ENERGY CORP NEW | $255,000 | +12.3% | 2,790 | +9.0% | 0.13% | -5.3% |
| BHC | Sell | BAUSCH HEALTH COS INC | $247,000 | +34.2% | 11,851 | -0.0% | 0.12% | +14.0% |
| BMRN | New | BIOMARIN PHARMACEUTICAL INC | $247,000 | – | 2,819 | +100.0% | 0.12% | – |
| NDSN | Buy | NORDSON CORP | $245,000 | +6.5% | 1,216 | +1.5% | 0.12% | -9.7% |
| NEA | NUVEEN AMT FREE QLTY MUN INC | $245,000 | +4.7% | 16,255 | 0.0% | 0.12% | -11.7% | |
| ADBE | Buy | ADOBE SYSTEMS INCORPORATED | $240,000 | +5.7% | 480 | +3.9% | 0.12% | -10.5% |
| INTU | Sell | INTUIT | $236,000 | +10.8% | 621 | -4.8% | 0.12% | -5.6% |
| APD | Sell | AIR PRODS & CHEMS INC | $237,000 | -16.8% | 862 | -9.6% | 0.12% | -29.5% |
| EFA | New | ISHARES TRmsci eafe etf | $235,000 | – | 3,216 | +100.0% | 0.12% | – |
| UYG | New | PROSHARES TRultra fncls new | $232,000 | – | 5,484 | +100.0% | 0.12% | – |
| FISV | Sell | FISERV INC | $233,000 | -24.1% | 2,042 | -31.5% | 0.12% | -35.8% |
| OKTA | New | OKTA INCcl a | $232,000 | – | 914 | +100.0% | 0.12% | – |
| ARWR | New | ARROWHEAD PHARMACEUTICALS IN | $233,000 | – | 3,033 | +100.0% | 0.12% | – |
| CFG | New | CITIZENS FINL GROUP INC | $228,000 | – | 6,366 | +100.0% | 0.11% | – |
| SYF | New | SYNCHRONY FINANCIAL | $225,000 | – | 6,489 | +100.0% | 0.11% | – |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $224,000 | +5.2% | 628 | -0.5% | 0.11% | -10.5% |
| WAB | New | WABTEC | $220,000 | – | 3,003 | +100.0% | 0.11% | – |
| ASML | New | ASML HOLDING N V | $217,000 | – | 445 | +100.0% | 0.11% | – |
| AVGO | New | BROADCOM INC | $217,000 | – | 495 | +100.0% | 0.11% | – |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $214,000 | +1.4% | 3,649 | +0.0% | 0.11% | -13.8% |
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $215,000 | +5.9% | 325 | 0.0% | 0.11% | -10.9% | |
| ABBV | New | ABBVIE INC | $214,000 | – | 2,000 | +100.0% | 0.11% | – |
| AMX | Buy | AMERICA MOVIL SAB DE CV | $213,000 | +27.5% | 14,665 | +9.6% | 0.10% | +8.2% |
| PAYC | New | PAYCOM SOFTWARE INC | $213,000 | – | 472 | +100.0% | 0.10% | – |
| UGI | New | UGI CORP NEW | $212,000 | – | 6,000 | +100.0% | 0.10% | – |
| UL | New | UNILEVER PLCspon adr new | $211,000 | – | 3,493 | +100.0% | 0.10% | – |
| GOLD | Sell | BARRICK GOLD CORP | $209,000 | -19.3% | 9,168 | -0.7% | 0.10% | -31.8% |
| AEP | Sell | AMERICAN ELEC PWR CO INC | $208,000 | -2.8% | 2,503 | -4.4% | 0.10% | -17.6% |
| TSCO | Buy | TRACTOR SUPPLY CO | $207,000 | 0.0% | 1,474 | +1.9% | 0.10% | -15.7% |
| PVH | New | PVH CORPORATION | $205,000 | – | 2,182 | +100.0% | 0.10% | – |
| IRTC | Sell | IRHYTHM TECHNOLOGIES INC | $203,000 | -23.4% | 854 | -23.2% | 0.10% | -35.5% |
| ALGN | New | ALIGN TECHNOLOGY INC | $200,000 | – | 375 | +100.0% | 0.10% | – |
| EPOL | New | ISHARES TRmsci poland etf | $190,000 | – | 10,000 | +100.0% | 0.09% | – |
| ZNGA | ZYNGA INCcl a | $148,000 | +8.8% | 14,966 | 0.0% | 0.07% | -7.6% | |
| MNKD | Sell | MANNKIND CORP | $128,000 | -49.2% | 41,000 | -69.4% | 0.06% | -57.1% |
| DBD | DIEBOLD NXDF INC | $107,000 | +40.8% | 10,000 | 0.0% | 0.05% | +20.5% | |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $79,000 | +88.1% | 45,000 | 0.0% | 0.04% | +56.0% | |
| AGE | AGEX THERAPEUTICS INC | $27,000 | +80.0% | 18,000 | 0.0% | 0.01% | +44.4% | |
| NAK | NORTHERN DYNASTY MINERALS LT | $8,000 | -68.0% | 25,000 | 0.0% | 0.00% | -73.3% | |
| WTER | Exit | ALKALINE WTR CO INC | $0 | – | -18,450 | -100.0% | -0.01% | – |
| FCEL | Exit | FUELCELL ENERGY INC | $0 | – | -12,000 | -100.0% | -0.02% | – |
| PDS | Exit | PRECISION DRILLING CORP | $0 | – | -100,976 | -100.0% | -0.04% | – |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -1,900 | -100.0% | -0.15% | – |
| RY | Exit | ROYAL BK CDA | $0 | – | -5,000 | -100.0% | -0.20% | – |
| IMMU | Exit | IMMUNOMEDICS INC | $0 | – | -7,174 | -100.0% | -0.36% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -6,211 | -100.0% | -1.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 20 | Q3 2023 | 12.9% |
| ISHARES TR | 20 | Q3 2023 | 13.7% |
| ISHARES TR | 20 | Q3 2023 | 13.0% |
| ISHARES TR | 20 | Q3 2023 | 5.2% |
| ISHARES TR | 20 | Q3 2023 | 5.0% |
| ISHARES TR | 20 | Q3 2023 | 3.0% |
| VANGUARD INTL EQUITY INDEX F | 20 | Q3 2023 | 4.4% |
| ISHARES TR | 20 | Q3 2023 | 3.1% |
| APPLE INC | 20 | Q3 2023 | 3.0% |
| ISHARES TR | 20 | Q3 2023 | 3.4% |
View Beirne Wealth Consulting Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-05-10 |
| 13F-HR | 2022-02-03 |
| 13F-HR | 2021-11-09 |
View Beirne Wealth Consulting Services, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.