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Home > Institutional Investor > Beirne Wealth Consulting Services, Llc > 13F Holdings

Instuitional Investor - Beirne Wealth Consulting Services, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 333,656 $33,100,402 10.73%
2.
Vanguard Tax-Managed Fds
 414,690 $23,641,497 7.67%
3.
Ishares Trust
 IEF 32,733 $20,338,022 6.6%
4.
Ishares Trust
 IEF 101,497 $19,718,244 6.39%
5.
Ishares Tr
 305,510 $19,593,702 6.35%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)