• 13F History

Beirne Wealth Consulting Services, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 31, 2025
Value $
$277M
Signature - Title
Dennis Grubelic - CCO
Location
Shelton, CT
Summary
This page shows a list of all the recent 13F filings made by Beirne Wealth Consulting Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Beirne Wealth Consulting Services, LLC reported 98 stock holdings with total value $277M as of Q4 2024. Top holdings included AGG, IWD, LRGF, VEA, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 98 $277M +$3.28M -$3.25M +$36.3K AGG, IWD, LRGF, VEA, IVV 13F-HR 1/31/2025, 04:41 PM
Q3 2024 103 $285M +$33.2M -$11.1M +$22.1M AGG, IWD, VEA, LRGF, IVV 13F-HR 11/7/2024, 10:35 AM
Q2 2024 99 $248M +$15.1M -$4.43M +$10.7M AGG, IWD, LRGF, VEA, IVV 13F-HR 8/12/2024, 01:59 PM
Q1 2024 99 $236M +$60.4M -$35.1M +$25.3M AGG, IWD, LRGF, VEA, IVV 13F-HR 5/13/2024, 08:39 AM
Q4 2023 155 $202M +$78.8M -$9.37M +$69.4M AGG, LRGF, IWD, IVV, ACWI 13F-HR 2/6/2024, 10:51 AM
Q3 2023 83 $120M LRGF, IVV, AGG, FLOT, IWD 13F-HR 11/14/2023, 10:54 AM
Q2 2023 94 $125M +$9.49M -$22.5M -$13.1M LRGF, IVV, AGG, FLOT, IWD 13F-HR 8/3/2023, 09:39 AM
Q1 2023 99 $142M +$15M -$1.68B -$1.67B LRGF, IWD, IVV, AGG, HYG 13F-HR 5/10/2023, 03:57 PM
Q4 2022 80 $142M +$18.3M -$106M -$88M IWD, LRGF, IVV, GDX, AGG 13F-HR 2/8/2023, 11:56 AM
Q3 2022 103 $263M +$123M -$3.52M +$119M IWD, EEM, VEA, IVV, LRGF 13F-HR 11/7/2022, 03:01 PM
Q2 2022 92 $152M +$16.5M -$11.2M +$5.24M IVV, IWD, LRGF, AGG, HYG 13F-HR 7/13/2022, 04:01 PM
Q1 2022 99 $178M +$9.33M -$3.89M +$5.45M IVV, LRGF, AGG, IWD, HYG 13F-HR 5/10/2022, 08:51 AM
Q4 2021 103 $182M +$12.1M -$7.83M +$4.31M IVV, LRGF, AGG, IWD, ACWI 13F-HR 2/3/2022, 03:01 PM
Q3 2021 116 $176M +$6.29M -$7.47M -$1.18M IVV, LRGF, AGG, IWD, ACWI 13F-HR 11/9/2021, 02:26 PM
Q2 2021 112 $182M +$14.8M -$11.6M +$3.19M IVV, LRGF, AGG, IWD, ACWI 13F-HR 8/10/2021, 04:01 PM
Q1 2021 109 $170M +$15.4M -$54.9M -$39.5M IVV, LRGF, AGG, IWD, ACWI 13F-HR 5/17/2021, 11:14 AM
Q4 2020 161 $202M +$22.3M -$8.52M +$13.7M IVV, LRGF, AGG, IWD, ACWI 13F-HR 2/3/2021, 02:00 PM
Q3 2020 139 $171M +$49.8M -$3M +$46.8M IVV, AGG, LRGF, IWD, ACWI 13F-HR 11/5/2020, 12:18 PM
Q2 2020 77 $123M +$22.2M -$12.8M +$9.36M IVV, AGG, LRGF, IWD, ACWI 13F-HR 7/31/2020, 03:09 PM
Q1 2020 72 $92.5M +$16.6M -$8.25M +$8.35M AGG, IVV, LRGF, ACWI, ARKK 13F-HR 4/28/2020, 01:38 PM
Q4 2019 94 $113M +$22.7M -$21.8M +$922K AGG, IVV, LRGF, DRRX, ARKK 13F-HR 1/13/2020, 05:13 PM
Q3 2019 134 $120M +$12.8M -$2.95M +$9.87M AGG, LRGF, IVV, FTSM, BAC 13F-HR 11/7/2019, 04:18 PM
Q2 2019 133 $111M +$25.2M -$18.6M +$6.63M LRGF, IVV, FTSM, AGG, BAB 13F-HR 7/25/2019, 01:04 PM
Q1 2019 186 $127M +$14.6M -$10.1M +$4.51M FTSM, MSFT, BAB, BAC, EMLP 13F-HR 5/14/2019, 12:06 PM
Q4 2018 178 $117M FTSM, DXJ, BAB, MSFT, GLD 13F-HR 2/14/2019, 01:44 PM