Beirne Wealth Consulting Services, LLC
CIK:0001697303
Investment Adviser
$1B AUM
103 holdings
Shelton, CT, USA
Beirne Wealth Consulting Services provides independent, fee-based wealth management and innovative financial strategies, including retirement planning. They act as a fiduciary, prioritizing client interests.
Investment Strategy
The firm focuses on creating diversified portfolios and employs strategic financial planning. Recent holdings have included stocks like AGG, IWD, VEA, LRGF, and IVV.
Top Buys
V
VUGVANGUARD INDEX FDS+$10.0M
I
IWFISHARES TR+$8.7M
I
IVVISHARES TR+$8.2M
I
IEFAISHARES TR+$4.7M
V
VEAVANGUARD TAX-MANAGED FDS+$3.7M
Top Sells
I
IWDISHARES TR-$13.6M
A
AGGISHARES TR-$12.6M
I
IEFISHARES TR-$3.0M
E
EFVISHARES TR-$1.8M
V
VNQVANGUARD INDEX FDS-$1.7M
Top Holdings
A
AGGISHARES TR+10.7%$33.1M
V
VEAVANGUARD TAX-MANAGED FDS+7.7%$23.6M
I
IVVISHARES TR+6.6%$20.3M
I
IWDISHARES TR+6.4%$19.7M
L
LRGFISHARES TR+6.4%$19.6M
Equity Positions (103)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AGG | ISHARES TR | 10.73% | $33.1M | 333,656 | $102.71 | $99.20 | -$12.6M |
V VEA | VANGUARD TAX-MANAGED FDS | 7.67% | $23.6M | 414,690 | $50.23 | $57.01 | +$3.7M |
I IVV | ISHARES TR | 6.60% | $20.3M | 32,733 | $411.39 | $620.90 | +$8.2M |
I IWD | ISHARES TR | 6.39% | $19.7M | 101,497 | $165.80 | $194.23 | -$13.6M |
L LRGF | ISHARES TR | 6.35% | $19.6M | 305,510 | $32.74 | $64.13 | +$115.9K |
Industry Allocation
SERVICES-PREPACKAGED SOFTWARE
+1.7%
GOLD AND SILVER ORES
+1.6%
ELECTRONIC COMPUTERS
+1.1%
PETROLEUM REFINING
+0.8%
MISCELLANEOUS METAL ORES
+0.8%