$153 Million is the total value of Beirne Wealth Consulting Services, LLC's 94 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GBF | New | ISHARES TRgov/cred bd etf | $617,000 | – | 5,735 | +100.0% | 0.40% | – |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $473,000 | – | 11,668 | +100.0% | 0.31% | – |
| EFA | New | ISHARES TRmsci eafe etf | $344,000 | – | 5,498 | +100.0% | 0.22% | – |
| NEAR | New | ISHARES U S ETF TRblackrock st mat | $307,000 | – | 6,241 | +100.0% | 0.20% | – |
| ARKW | New | ARK ETF TRnext gnrtn inter | $303,000 | – | 6,193 | +100.0% | 0.20% | – |
| IUSV | New | ISHARES TRcore s&p us vlu | $274,000 | – | 4,101 | +100.0% | 0.18% | – |
| VONV | New | VANGUARD SCOTTSDALE FDSvng rus1000val | $271,000 | – | 4,245 | +100.0% | 0.18% | – |
| KWEB | New | KRANESHARES TRcsi chi internet | $269,000 | – | 8,200 | +100.0% | 0.18% | – |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $231,000 | – | 7,344 | +100.0% | 0.15% | – |
| IXUS | New | ISHARES TRcore msci total | $203,000 | – | 3,563 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-07-13
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.