$263 Million is the total value of Beirne Wealth Consulting Services, LLC's 103 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QCOM | Exit | QUALCOMM INC | $0 | – | -1,633 | -100.0% | -0.14% | – |
| UGI | Exit | UGI CORP NEW | $0 | – | -6,000 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 23 | Q2 2024 | 12.9% |
| ISHARES TR | 23 | Q2 2024 | 13.7% |
| ISHARES TR | 23 | Q2 2024 | 13.0% |
| ISHARES TR | 23 | Q2 2024 | 5.2% |
| ISHARES TR | 23 | Q2 2024 | 5.0% |
| VANGUARD INTL EQUITY INDEX F | 23 | Q2 2024 | 4.4% |
| ISHARES TR | 23 | Q2 2024 | 3.0% |
| ISHARES TR | 23 | Q2 2024 | 3.1% |
| APPLE INC | 23 | Q2 2024 | 3.0% |
| ISHARES TR | 23 | Q2 2024 | 3.4% |
View Beirne Wealth Consulting Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-20 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-13 |
| 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 |
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.